# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Martin Trigaux, 2023 # Alina Lisnenko , 2023 # Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2023-11-30 14:44+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: uk\n" "Plural-Forms: nplurals=4; plural=(n % 1 == 0 && n % 10 == 1 && n % 100 != 11 ? 0 : n % 1 == 0 && n % 10 >= 2 && n % 10 <= 4 && (n % 100 < 12 || n % 100 > 14) ? 1 : n % 1 == 0 && (n % 10 ==0 || (n % 10 >=5 && n % 10 <=9) || (n % 100 >=11 && n % 100 <=14 )) ? 2: 3);\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "Продажі" #: ../../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 "" #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "Отримайте ліди" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "Перетворення лідів у нагоди" #: ../../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 "" "Система може генерувати ліди замість нагод, щоб додати крок кваліфікації " "перед конвертацією *Ліда* в *Нагоду* та призначення його продавцю." #: ../../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 "" "Ви можете активувати цей режим із Налаштувань CRM. Він застосовується до " "всіх каналів продажу за замовчуванням. Але ви можете застосувати його для " "конкретних каналів із їхньої форми налаштування." #: ../../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/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/products_prices/products/product_images.rst:13 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:9 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:13 #: ../../content/applications/sales/subscriptions/closing.rst:31 #: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Налаштування" #: ../../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 "" "Щоб ця функція працювала, перейдіть на :menuselection:`CRM --> Налаштування " "--> Налаштування` та активуйте функцію *Ліди*." #: ../../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 "" "Тепер у вас з'явиться нове підменю *Ліди* у розділі *Ліди*, де вони " "накопичуються." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 msgid "Convert a lead into an opportunity" msgstr "Конвертуйте лід у нагоду" #: ../../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 "" "Коли ви натиснете на *Лід*, ви матимете можливість перетворити його на " "нагоду і вирішити, чи слід його ще призначити тому ж каналу/продавцю, і якщо" " вам потрібно створити нового клієнта." #: ../../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 "" "Якщо у вас вже є нагода з цим клієнтом, Odoo автоматично запропонує вам " "об'єднати цю нагоду. Точно так само Odoo автоматично запропонує вам зв'язати" " з існуючим клієнтом, якщо цей клієнт вже існує." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 msgid "Merge opportunities" msgstr "Об'єднайте нагоди" #: ../../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 також автоматично запропонує об'єднати нагоди, якщо в них однакова " "електронна адреса. Під час об'єднання нагод Odoo об'єднує й інформацію " "нагод, яка була спершу створена, надаючи пріоритет інформації першої нагоди." #: ../../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 "" "Жодна інформація не втрачаться: дані з інших нагод записується у чаттері та " "інформаційних полях для легкого доступу." #: ../../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 "" "Якщо ви знайдете дублікат самостійно, ... ви також можете об'єднати нагоди " "або ліди, навіть якщо система цього не пропонує." #: ../../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 "" "Тут є як це зробити зі списку. Оберіть нагоди або ліди, які ви хочете " "об'єднати, тоді з'явиться кнопка дії. Потім ви можете обрати об'єднання." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 msgid "It is also possible to merge more than 2 opportunities or leads." msgstr "Можливо також об'єднати більше, ніж дві нагоди або ліда." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10 msgid "Configure email aliases" msgstr "Налаштуйте псевдоніми електронної пошти" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Configuring Sales Teams" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Default Contact Us page" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form toggle" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Us Page using email" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73 msgid "Edit Contact Form fields" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89 msgid "" ":guilabel:`Required`: Toggle this option for information that you absolutely" " need entered." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90 msgid "" ":guilabel:`Hidden`: Toggle this option to hide the field without deleting " "it." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Editable field options" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "Отримання лідів" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 msgid "Generate leads" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Additional filtering options include:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "Ціноутворення" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits from the lead mining settings." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 msgid ":doc:`../../../general/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" msgstr "Надсилання комерційних пропозицій" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "When you qualify a lead into an opportunity you will most likely need to " "send them a quotation. You can directly do this in the CRM App with Odoo." msgstr "" "Коли ви кваліфікуєте лід у нагоду, вам буде необхідно надіслати йому " "комерційну пропозицію. Ви можете робити це безпосередньо у модулі CRM з " "Odoo." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12 msgid "Create a new quotation" msgstr "Створіть нову комерційну пропозицію" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "By clicking on any opportunity or lead, you will see a *New Quotation* " "button, it will bring you into a new menu where you can manage your quote." msgstr "" "Натиснувши на будь-яку нагоду або лід, ви побачите кнопку *Нова комерційна " "пропозиція*, яка приведе вас до нового меню, в якому ви зможете керувати " "комерційною пропозицією." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21 msgid "" "You will find all your quotes to that specific opportunity under the " "*Quotations* menu on that page." msgstr "" "Ви знайдете всі свої комерційні пропозиції за конкретною нагодою в меню " "*Комерційні пропозиції* на цій сторінці." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28 msgid "Mark them won/lost" msgstr "Позначте їх, як впіймано/втрачено" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30 msgid "" "Now you will need to mark your opportunity as won or lost to move the " "process along." msgstr "" "Тепер вам доведеться відзначити вашу нагоду як впіймано чи втрачено, щоб " "перемістити цей процес." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "" "If you mark them as won, they will move to your *Won* column in your Kanban " "view. If you however mark them as *Lost* they will be archived." msgstr "" "Якщо ви позначите їх як впіймано, вони перейдуть до вашого стовпця " "*Впіймано* у вашому конвеєрі Канбану. Якщо ви позначите їх як *Втрачено*, " "вони будуть архівовані." #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "Оптимізуйте свою щоденну роботу" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst: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 "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich your contacts base with Partner Autocomplete" msgstr "Збільшуйте вашу базу контактів із Автоматичним заповненням партнера" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "Go to :menuselection:`Settings --> Contacts` and activate the *Partner " "Autocomplete* feature." msgstr "" "Перейдіть у :menuselection:`Налаштування --> Контакти` та активуйте функцію " "*Автозаповнення партнера*." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18 msgid "Enrich your contacts with corporate data" msgstr "Збільшуйте ваші контакти з корпоративними даними" #: ../../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 "" "З будь-якого модуля, після того, як ви починаєте створювати новий контакт, " "набираючи його назву, система запропонує потенційне співставлення. Якщо ви " "оберете його, контакт буде заповнено корпоративними даними." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23 msgid "" "For example, after typing *Odoo*, you will get the following information:" msgstr "Наприклад, після набирання *Odoo*, ви отримаєте наступну інформацію:" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "" #: ../../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 "" #: ../../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 "" "Автозаповнення партнера також працює, якщо ви вводите номер платника ПДВ " "компанії." #: ../../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 "" "*Автозаповнення компанії* - це послуга *Купівлі в модулі (IAP)*, що вимагає " "використання передплачених кредитів. Кожен запит вартуватиме одному кредиту." #: ../../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 "" "Щоб купити кредити, перейдіть у :menuselection:`Налаштування --> Контакти " "--> Автозаповнення партнера або Odoo IAP --> Переглянути мої послуги` та " "оберіть пакет." #: ../../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 "" "Якщо у вас закінчилися кредити, єдина інформація, яка буде заповнюватися під" " час вибору компанії, це посилання на веб-сайт та логотип." #: ../../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 "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48 msgid "" "Learn about our *Privacy Policy* `here " "`_." msgstr "" "Дізнайтеся про нашу *Політику приватності* `тут " "`_." #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "Проаналізуйте ефективність" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Check your Win/Loss Ratio" msgstr "Перевірте ваш коефіцієнт Впіймано/Втрачено" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "To see how well you are doing with your pipeline, take a look at the " "Win/Loss ratio." msgstr "" "Щоб дізнатись, наскільки добре ви виконуєте свій конвеєр, подивіться на " "коефіцієнт Впіймано/Втрачено." #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "To access this report, go to your *Pipeline* view under the *Reporting* tab." msgstr "" "Щоб отримати доступ до цього звіту, перейдіть до перегляду *Конвеєру* на " "вкладці *Звітування*." #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "From there you can filter to which opportunities you wish to see, yours, the" " ones from your sales channel, your whole company, etc. You can then click " "on filter and check Won/Lost." msgstr "" "Звідти ви можете фільтрувати, які нагоди ви хочете побачити, ваші канали " "продажів, всю вашу компанію тощо. Після цього ви можете натиснути на фільтр " "і перевірити Впіймано/Втрачено." #: ../../content/applications/sales/crm/performance/win_loss.rst:18 msgid "You can also change the *Measures* to *Total Revenue*." msgstr "Ви також можете змінити *Вимірювання* на * Загальний дохід *." #: ../../content/applications/sales/crm/performance/win_loss.rst:23 msgid "You also have the ability to switch to a pie chart view." msgstr "Ви також маєте можливість перейти на перегляд кругової діаграми." #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "Організуйте конвеєр" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "Управління втраченими нагодами" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "Not all opportunities result in successful sales. In order to keep the " "pipeline up to date, lost opportunities need to be identified. Specifying " "the reason why an opportunity was lost provides additional insight that can " "prove useful for future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "Позначте лід як втрачений" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "To mark a lead as lost, open the :menuselection:`CRM` application, and " "select a lead from the pipeline, by clicking on its corresponding kanban " "card. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" "This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " "existing lost reason. If no applicable reason is available, create a new one" " by entering it into the :guilabel:`Lost Reason` field, and clicking " ":guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" "Additional notes and comments can be added below the lost reason designated " "in the :guilabel:`Lost Reason` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 msgid "" "When all the desired information has been entered in the :guilabel:`Lost " "Reason` pop-up window, click :guilabel:`Submit`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 msgid "" "Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " "returns to the lead detail form, where a new red :guilabel:`Lost` banner is " "now present in the upper-right corner of the lead." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "Create/edit lost reasons" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "To create a new lost reason, or edit an existing one, navigate to " ":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 msgid "" "To edit an existing reason, click on the reason that should be modified. " "When clicked, that reason becomes highlighted. Once highlighted, change the " "description of the selected lost reason by editing the " ":guilabel:`Description` field. When done, click :guilabel:`Save` in the " "upper-left corner." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" "To create a new lost reason, click :guilabel:`Create` in the upper-left " "corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " "line in the :guilabel:`Description` field. Then, proceed to type in the new " "lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 msgid "Retrieve lost opportunities" msgstr "Отримайте втрачені нагоди" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 msgid "" "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " "app` to the main :guilabel:`Pipeline` dashboard. Then, click the " ":guilabel:`Filters` drop-down menu, located beneath the search bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "" "From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " "option. Upon selecting :guilabel:`Lost`, only the leads that have been " "marked as `Lost` appear on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "" "To filter leads by a specific lost reason, select :menuselection:`Filters " "--> Add Custom Filter`. Doing so reveals another drop-down menu with three " "fields." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" "In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " "second field drop-down menu, select :guilabel:`Contains`. Then, in the third" " field of the :guilabel:`Add Custom Field` sub menu, type in the specific " "keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " ":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " "contains that specified keyword(s)." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 msgid "Restore lost opportunities" msgstr "Відновіть втрачені нагоди" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "" "To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " "dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" " select the :guilabel:`Lost` option. Doing so reveals all the lost " "opportunities on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 msgid "" "Then, click on the kanban card of the desired lost opportunity to restore, " "which opens that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 msgid "" "From the lost lead's detail form, click :guilabel:`Restore` in the upper-" "left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " "form, signifying the lead has been restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 msgid "Restore multiple opportunities at once" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 msgid "" "To restore multiple opportunities at once, navigate to the main " ":guilabel:`Pipeline` dashboard in the *CRM* app, open the " ":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 msgid "" "Next, select the list view option, which is represented by the three-line " ":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" " leads from the :guilabel:`Pipeline` page in a list form. With the list form" " chosen, select the checkbox to the left of each desired opportunity/lead to" " be restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 msgid "" "Once the desired opportunities/leads have been selected, click the " ":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " ":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " "menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 msgid "" "Doing so removes those selected lost opportunities from the " ":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " "criteria. To reveal these newly-restored leads, delete the `Lost` filter " "from the search bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3 msgid "Multiple sales teams" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales team" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Create a sales team in Odoo CRM." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29 msgid "Add members to a sales team" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Add a salesperson in Odoo CRM." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44 msgid "Sales team dashboard" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Sales team overview dashboard in Odoo CRM." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "Призначайте та відстежуйте ліди" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 msgid "Any number of the following variables can be activated:" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "Change the probability manually" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 msgid "Assign leads based on probability" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 msgid "Configure rule-based assignment" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 msgid "Configure assignment rules" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3 msgid "Track your prospects visits" msgstr "Відстежуйте відвідування ваших потенційних клієнтів" #: ../../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 "" "Відстеження сторінок вашого сайту дасть вам набагато більше інформації про " "інтереси відвідувачів вашого веб-сайту." #: ../../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 "" "Кожна відстежувана сторінка, яку вони відвідують, буде записана на вашому " "ліді/нагоді, якщо вони використовують контактну форму на вашому веб-сайті." #: ../../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 "" "Щоб скористатися цією функцією, встановіть безкоштовний модуль *Оцінка " "лідів* на сторінці *Додатки* (доступно лише в Odoo Enterprise)." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21 msgid "Track a webpage" msgstr "Відстеження веб-сторінок" #: ../../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 "" "Перейдіть на будь-яку статичну сторінки, яку ви хочете відстежувати на " "своєму веб-сайті, і на вкладці *Рекламувати* ви знайдете *Оптимізувати 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 "" "Тут ви побачите пункт *Відстеження сторінки* для відстеження цієї сторінки." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35 msgid "See visited pages in your leads/opportunities" msgstr "Перегляньте відвідані сторінки у ваших лідах/нагодах" #: ../../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 "" "Тепер кожного разу, коли в контактній формі створюється лід, він буде " "відстежувати сторінки, відвідані цим відвідувачем. У вас є два способи, щоб " "побачити ці сторінки, у верхньому правому кутку вашого ліда/нагоди, ви " "можете бачити кнопку *Перегляди сторінок*, а також внизу ви побачите їх у " "чаті." #: ../../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 "" "Обидва вони оновлюватимуться, якщо відвідувачі повернуться на ваш веб-сайт і" " відвідають інші сторінки." #: ../../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 "" "Ця функція не буде повторювати кілька переглядів тих самих сторінок у чаті." #: ../../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 "Ваші клієнти більше не зможуть зберігати будь-які секрети від вас!" #: ../../content/applications/sales/point_of_sale.rst:6 msgid "Point of Sale" msgstr "Точка продажу" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "Розпочніть сесію" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:52 msgid "Set customers" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:54 msgid "" "You can create and set customers from an :ref:`open POS session " "`. Registering your customer is necessary to " ":doc:`collect their loyalty points and grant them rewards " "`, automatically apply the :doc:`attributed " "pricelist `, or :ref:`generate and print " "an invoice `." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:60 msgid "" "To access the list of customers, click :guilabel:`Customer` on the POS " "interface. Then, select a customer or create a new one by clicking " ":guilabel:`Create`, completing the form, and saving." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:66 msgid "Customer notes" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:68 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 "" #: ../../content/applications/sales/point_of_sale.rst:72 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 "" #: ../../content/applications/sales/point_of_sale.rst:76 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:82 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:91 msgid "Return and refund products" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:93 msgid "To return and refund a product," msgstr "" #: ../../content/applications/sales/point_of_sale.rst:95 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:96 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:97 msgid "select the product and the quantity to refund using the keypad;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:98 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:99 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:108 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 "" #: ../../content/applications/sales/point_of_sale.rst:115 msgid "Manage the cash register" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:117 msgid "" "To add or take out cash from the register, click the **menu icon** in the " "upper right corner of your screen and :guilabel:`Cash In/Out`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n" "orders" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:124 msgid "" "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` " "or :guilabel:`Cash Out`, enter the amount and the reason, and click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:130 msgid "Close the POS session" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:132 msgid "" "To close your session, click the **menu icon** in the upper right corner of " "your screen and :guilabel:`Close Session`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:135 msgid "" "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this " "screen, you can retrieve various information:" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:138 msgid "" "the number of orders made and the total amount made during the session;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:139 msgid "the expected amounts grouped by payment method." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:141 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 "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:150 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:154 msgid "" "To reach the backend without closing the session, click :guilabel:`Backend` " "on the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:156 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:157 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 "" #: ../../content/applications/sales/point_of_sale.rst:162 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:163 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "" "To access the general POS settings, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`. Then, open the dropdown menu in the " ":guilabel:`Point of Sale` field and select the POS to configure." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Enable multiple employees to log in. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid "" ":doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:30 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "Make products available" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:12 msgid "" "These `Epson ePOS printers `_ are compatible with " "Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "TM-H6000IV-DT (Receipt printer only)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:16 msgid "TM-T70II-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:17 msgid "TM-T88V-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:18 msgid "TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:19 msgid "TM-T20II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:20 msgid "TM-T70-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:21 msgid "TM-T82II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "TM-T83II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:23 msgid "TM-T88V-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "TM-U220-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:25 msgid "TM-m10" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:26 msgid "TM-m30" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:27 msgid "TM-P20 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "TM-P60II (Receipt: Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:29 msgid "TM-P60II (Peeler: Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:30 msgid "TM-P80 (Wi-Fi® model)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 msgid "Generate, export, and import self-signed certificates" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:58 msgid "Windows 10 & Linux OS" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "Import a self-signed certificate" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "Windows 10" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:151 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "restart the computer to make sure that the changes are applied." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "Linux" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:158 msgid "open Chrome;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:163 msgid "accept all warnings;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:164 msgid "click :guilabel:`ok`;" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:170 msgid "open Firefox;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:171 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:173 msgid "select the exported certification file;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:174 msgid "tick the checkboxes and validate;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:177 msgid "Mac OS" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "Android OS" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:262 msgid "open the settings and search for `certificate`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:263 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:264 msgid "select the certificate file to install it on the device." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:270 msgid "iOS" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:279 msgid "go to the **Settings App** on the iOS device;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:281 msgid "locate the downloaded `.crt` file and select it;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:283 msgid "if a passcode is set on the device, enter the passcode;" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:286 msgid "click :guilabel:`Done`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:292 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:293 msgid "enable the installed certificate using the **slide button**;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:294 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:305 msgid "Check if the certificate was imported correctly" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 msgid "Practical application" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "Аналітика" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" "To add a payment method, you first need to create it. Go to " ":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " "New`, and set a name. Check :guilabel:`Identify Customer` to allow this " "payment method *exclusively* for registered customers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:11 msgid "" "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " "payment method for cash payments, or :guilabel:`Bank` to use it for card " "payments." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:18 msgid "" "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" " Payment Terminal` field in which you can add your :doc:`payment terminal's " "information `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 msgid "" "Connecting and integrating a payment terminal with your POS system allows " "you to accept multiple payment options, including credit and debit cards, " "making the payment process more efficient." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 msgid "" "Go to the :doc:`application settings <../configuration>`, scroll down to the" " :guilabel:`Payment Terminals` section, and tick your terminal's checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:19 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid ":doc:`Adyen configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:22 msgid ":doc:`Ingenico configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`SIX configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Stripe configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`Vantiv configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Worldline configuration `" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:19 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:38 msgid "Generate an Adyen API key" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:49 msgid "" "`Adyen Docs - API credentials `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:53 msgid "Locate the Adyen terminal identifier" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:63 msgid "Set the Event URLs" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:67 msgid "log in to `Adyen's website `_;" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:70 msgid "from the terminal settings, click :guilabel:`Integrations`;" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:77 msgid "Add a new payment method" msgstr "Додати новий метод оплати" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:95 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "Підключити 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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:22 msgid "Configure the Lane/5000 for Ingenico BENELUX" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a **SIX payment terminal** allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has acquired SIX Payment Services and both companies " "use Yomani payment terminals, the firmware they run is different. Terminals " "received from Worldline are, therefore, not compatible with this " "integration." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "" "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the " ":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds " "the necessary driver and interface to your database to detect Six terminals." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 msgid "Connect an IoT box" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "" "Connecting a Six payment terminal to Odoo is requires :doc:`using a " "Raspberry Pi or virtual (for Windows OS only) IoT box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to your IoT Box homepage, where you can find the :guilabel:`Six " "payment terminal` field once your database server is connected to the IoT " "box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field " "with the ID received from Six, and click :guilabel:`Connect`. Your Six " "terminal ID should appear in the :guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "" "Odoo automatically restarts the IoT box when the Six terminal ID is " "configured. If your Six terminal is online, it will be automatically " "detected and connected to the database. Check the IoT box homepage under the" " :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst: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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Paying with Six" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst: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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:20 msgid "Then, create the payment method:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "payment method creation form" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:43 msgid "Connect Stripe to Odoo" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:57 msgid "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:59 msgid "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst: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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:67 msgid "Configure the payment terminal" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:79 msgid "Link the payment method to a POS" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "The device does not work for payments under €0.50." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:101 msgid "Troubleshooting" msgstr "Вирішення проблем" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104 msgid "Payment terminal unavailable in your Stripe account" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3 msgid "Vantiv" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 msgid "" "Vantiv card readers should be purchased exclusively from Vantiv, as certain " "Vantiv terminals bought on Amazon do not include the correct encryption " "needed to be used with an Odoo database." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:22 msgid "Configure the protocol" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31 msgid "Set the IP address" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:38 msgid "Finally, set up the hostname and port number." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41 msgid "Hostname" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Then, press **OK** twice." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "Here's an IP address sequence: `10.30.19.4:8069`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:53 msgid "" "Your IoT box's IP address is available in your IoT Box application's " "database." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:56 msgid "Port number" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:78 msgid "Technician password: `1235789`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:82 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101 msgid "To cancel the payment request, click on **cancel**." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "Округлення готівки" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "open the point of sale you want to configure, and enable the *Cash Rounding*" " option." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29 msgid "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32 msgid "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39 msgid "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5 msgid "" "If you want to sell your products with a discount, for a product getting " "close to its expiration date for example, you can use discount tags. They " "allow you to scan discount barcodes." msgstr "" "Якщо ви хочете продати свої товари зі знижкою, наприклад, для товару, що " "наближається до дати його закінчення, ви можете використовувати теги знижок." " Вони дозволяють сканувати штрих-коди зі знижкою." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "Номенклатура штрих-кодів" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" "Щоб використовувати теги знижок, нам потрібно дізнатися про номенклатуру " "штрих-кодів." #: ../../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 "" "Скажімо, ви хочете отримати знижку для товару з наступним штрих-кодом:" #: ../../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 "" "Ви можете знайти *Номенклатуру за замовчуванням* в налаштуваннях вашого " "інтерфейсу точки продажу." #: ../../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 "" "Скажімо, вам потрібно 50% знижки на товар, для якого вам потрібно буде " "почати свій штрих-код з 22 (для номеру штрих-коду знижки), а потім 50 " "(для%), перш ніж додавати штрих-код товару. У нашому прикладі штрих-код " "буде:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "Відскануйте товари і теги" #: ../../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 "" "Спочатку потрібно відсканувати потрібний товар (у нашому випадку, лимон)." #: ../../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 "" "Потім відскануйте тег зі знижкою. Знижка буде застосована, і ви можете " "закінчити транзакцію." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 msgid "Discounts" msgstr "Знижки" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5 msgid "" "By offering discounts, you can entice your customers and drastically " "increase your revenue. It is vital to offer discounts, whether they are " "time-limited, seasonal or manually given." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9 msgid "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "Застосування знижок вручну" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15 msgid "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18 msgid "" "You can either apply a discount on the whole order or on specific products " "inside an order." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "Застосуйте знижку на товар" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30 msgid "" "Then, you can input a discount over the product that is currently selected." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "Застосуйте загальну знижку" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the button to use for global discount via the pos interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58 msgid "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "Застосування сезонних знижок" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64 msgid "" "To activate time-limited discounts, you must activate the *Pricelists* " "feature. To do so, go to :menuselection:`Point of Sales --> Configuration " "--> Point of Sale` and open your PoS. Then, enable the pricelist feature." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73 msgid "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "Створіть прайслист" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79 msgid "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83 msgid "" "When creating a pricelist, you can set several criteria to use a specific " "price: period, min. quantity, etc. You can also decide to apply that " "pricelist on specific products or on the whole range." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94 msgid "" "On the PoS interface, a new button appears. Use it to select a pricelist." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "" "View of the button to use for time-limited discounts via the pos interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101 msgid "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5 msgid "" "When running a business, you may need to apply different taxes and record " "transactions on various accounts based on the location and type of business " "of your customers and providers." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8 msgid "" "The **fiscal positions** feature enables you to establish rules that " "automatically select the right taxes and accounts used for each transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51 msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18 msgid "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21 msgid "" "Then, set a default fiscal position that should be applied to all sales in " "the selected POS in the :guilabel:`Default` field. You can also add more " "fiscal positions to choose from in the :guilabel:`Allowed` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28 msgid "" "According to the :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` activated, several fiscal positions" " are preconfigured and can be set and used in POS. However, you can also " ":ref:`create new fiscal positions `." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33 msgid "" "If you do not set a fiscal position, the tax remains as defined in the " "**customer taxes** field on the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39 msgid "" "Open a :ref:`POS session ` to use one of the allowed " "fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-" "shaped** icon and select a fiscal position from the list. Doing so applies " "the defined rules automatically to all the products subject to the chosen " "fiscal position's regulations." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48 msgid "" "If a default fiscal position is set, the tax button displays the name of the" " fiscal position." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "" "Заохочуйте своїх клієнтів продовжувати купувати у вашій точці продажу з " "*програмою лояльності*." #: ../../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 "" "Щоб активувати програму лояльності, перейдіть до :menuselection:`Точки " "продажу --> Налаштування --> Точка продажу` та виберіть свій інтерфейс точки" " продажу. У розділі Функції ціноутворення виберіть *програму лояльності*" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "Звідти ви можете створювати та редагувати свої програми лояльності." #: ../../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 "" "Ви можете вирішити, який тип програми ви хочете використати, якщо винагорода" " - це знижка або подарунок, роблячи її конкретною для деяких товарів або " "охоплюючи весь ваш асортимент. Застосовуйте правила так, щоби вони були " "дійсними лише у конкретній ситуації та усе, що існує між ними." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "Використовуйте програму лояльності у своєму інтерфейсі точки продажу" #: ../../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 "" "Коли клієнт встановлений, тепер ви побачите пункти, які вони отримають для " "транзакції, і вони накопичуватимуться, поки вони не будуть витрачені. Вони " "витрачаються за допомогою кнопки *Нагороди*, якщо у них є достатньо балів " "відповідно до правил, визначених у програмі лояльності." #: ../../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 "" "Ви можете бачити, що ціна моментально оновлюється, щоби відобразити " "прайслист. Ви можете завершити оформлення замовлення звичайним способом." #: ../../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 "" "Якщо ви виберете клієнта із прайслистом за замовчуванням, він буде " "застосований. Ви, звичайно, можете змінити це." #: ../../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:80 msgid "Pricelists" msgstr "Прайс-листи" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14 msgid "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17 msgid "" ":ref:`Multiple prices per product ` is the default " "pricelist option for setting simple fixed price rules per product. Select " ":ref:`Advanced price rules (discounts, formulas) ` to " "apply price rules to multiple products at once and to compute prices " "dynamically using percentage discounts or more complex formulas in addition " "to setting fixed prices." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 msgid "" "The selected pricelist type applies to the entire database, including the " ":doc:`Sales <../../sales/products_prices/prices/pricing>` and " ":ref:`eCommerce ` apps." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click " ":guilabel:`New` or select an existing pricelist. The pricelist setup differs" " depending on the :ref:`selected pricelist option " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234 msgid "Multiple prices per product" msgstr "Кілька цін на товар" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48 msgid "" "Click :guilabel:`Add a line`, and select a **product** and its **variant** " "if needed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51 msgid "" "a product quantity to be reached by using the :guilabel:`Min. Quantity` " "column;" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52 msgid "" "a determined period during which the pricelist is applied by using the " ":guilabel:`Start Date` and :guilabel:`End Date` columns." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55 msgid "" "Add the :guilabel:`Price` to be applied when the conditions are met (if " "any)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:312 msgid "Advanced price rules" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71 msgid "" ":guilabel:`Fixed Price` to set a new fixed price (similarly to the " ":guilabel:`Multiple prices per product` option)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73 msgid "" ":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or " "mark-up (e.g., `-10.00` %)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75 msgid "" ":guilabel:`Formula` to compute the price according to a formula. It is " "required to define what the calculation is **based on** (:guilabel:`Sales " "Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80 msgid "" "Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount " "(e.g., $ `-5.00`)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81 msgid "" "Define a :doc:`Rounding Method ` by forcing the price after " ":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra" " Fee` is applied afterward." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86 msgid "" "To have the final price end with `.99`, set the :guilabel:`Rounding Method` " "to `1.00` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89 msgid "" "Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit" " :guilabel:`Margins` for computations based on :guilabel:`Cost`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99 msgid "" "Add conditions, such as a specific quantity to reach for the price to change" " by using the :guilabel:`Min. Quantity` field or a specific period during " "which the pricelist should be applied by using the :guilabel:`Validity` " "fields." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109 msgid "" "Go to the :ref:`specific POS settings ` and add all " "the available pricelists in the :guilabel:`Available` field. Then, set its " "**default pricelist** in the :guilabel:`Default` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113 msgid "" "When you :ref:`open a POS session `, click the " "**pricelists** button, and select the desired pricelist from the list." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121 msgid "" "If a pricelist is selected on a POS order while its conditions are **not** " "met, the price will **not** be adjusted." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125 msgid "" "You can also set a pricelist to be selected automatically once a specific " ":ref:`customer is set `. To do so, go to the customer form " "and switch to the preferred pricelist in the :guilabel:`Pricelist` field of " "the :guilabel:`Sales & Purchase` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr ":doc:`../../sales/products_prices/prices/pricing`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "Надходження" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 msgid ":doc:`restaurant/bill_printing`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:24 msgid "Reprint a receipt" msgstr "Повторно надрукуйте чек" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:40 msgid "Invoices" msgstr "Рахунки" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "" "In Point of Sale, you can issue and print invoices upon payment at the cash " "register or retrieve all the past invoiced orders." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:46 msgid "Set a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "First, you need to open a session and set your customer. Open the **POS " "interface** by going to :menuselection:`Point of Sale --> New session --> " "Open session`. Then, click :guilabel:`Customer` to access the list of " "**customers**." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "customer selection and creation button" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 msgid "" "From there, you can either set an existing customer by clicking their name " "or create a new one by clicking :guilabel:`Create`. Doing so opens a " "customer creation form to fill in with their information. Click " ":guilabel:`Save` to validate and set this new customer." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:60 msgid "" "You can also **edit** a customer's information by clicking " ":guilabel:`Details`." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:61 msgid "" "If you did not set your customer during the order, you can do so at the " "payment screen by clicking :guilabel:`Customer`." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Once an order is done, click :guilabel:`Payment` to move to the **payment " "screen**. Click :guilabel:`Invoice` underneath the customer's name to enable" " issuing and printing invoices upon payment." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "button to generate an invoice in POS" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 msgid "Retrieve invoices" msgstr "Отримання рахунків-фактур" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:84 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:93 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 msgid "QR codes to generate invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:99 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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:108 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 "" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "Звітність" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 msgid "" "Managing a restaurant or a bar comes with specific needs. The Point of Sale " "application provides various features that allow performing all the required" " tasks in such businesses." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 msgid "Once the POS is set to be used in a restaurant or a bar, you can:" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst: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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:25 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "Рахунки" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Typical practices in restaurants or bars are to request the bill before " "proceeding to payment or splitting it based on the items ordered. Odoo POS " "provides two features to perform these tasks seamlessly: **Bill Printing** " "and **Bill Splitting**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate the features, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`, select the POS, and activate :guilabel:`Early " "Receipt Printing` and :guilabel:`Allow Bill Splitting` in the " ":guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1 msgid "" "activate the bill printing and bill splitting features in the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 msgid "" "From an open session, click :menuselection:`Bill --> Print` at any moment to" " generate and print a bill." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 msgid "" "The printed bill is **not** final and will be updated to reflect any changes" " to the order." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 msgid "" "From an open session, click :guilabel:`Split` to select the items to " "regroup. Once everything is selected, click :guilabel:`Payment` and proceed " "to checkout for these items. Repeat for each guest." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 msgid "" "Once you return to the table, the selected items are no longer on order, as " "they have been paid for." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 msgid "The feature is available as soon as at least two items are ordered." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables management" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6 msgid "Add a floor" msgstr "Додайте поверх" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24 msgid "Add tables" msgstr "Додайте столи" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48 msgid "Register your table(s) orders" msgstr "Зареєструйте свої замовлення на столи" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the pos interface to register orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58 msgid "Transfer customer(s)" msgstr "Переміщення клієнта(ів)" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64 msgid "To do so, select the table your customer is currently on." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the restaurant tables, one having a pending order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79 msgid "Register an additional order" msgstr "Зареєструйте додаткове замовлення" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the - button, allowing employees to close/remove an order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "Integrating printers in a restaurant or bar's workflow can enhance " "communication and collaboration between the front-of-house and back-of-house" " teams, leading to a more streamlined and efficient service." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 msgid "" "To enable sending orders to a kitchen or bar printer, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down " "to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen " "Printers`. Type in a name for the printer in the :guilabel:`Printers` field " "and click :guilabel:`Create and edit...` to open a setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "To get a list of all the printers already created or to modify an already " "created printer, click :guilabel:`--> Printers` and select the desired " "printer to open the setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "" "From the :ref:`setup form `, select the " ":guilabel:`Printer Type` according to your installation:" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "" "If your printer is connected to an IoT box, select :guilabel:`Use a printer " "connected to the IoT Box` and select the device in the :guilabel:`IoT " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "" "If you use an Epson printer that does not 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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`../../../productivity/iot/config/connect`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid ":doc:`../../../productivity/iot/devices/printer`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 msgid ":doc:`../configuration/epos_ssc`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58 msgid "" "From an open session, start taking an order and click :guilabel:`Order` to " "send it to the bar or the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "order button from the POS UI to send orders to a kitchen or a bar" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66 msgid "" "When products can be printed, they appear in green in the cart, and the " "order button turns green." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "Чайові" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "Tipping is customary in multiple countries. Point of Sale allows tipping in " ":ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants " "<../restaurant>`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 msgid "" "To allow tipping in your POS, activate the :guilabel:`Tips` feature in " ":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of" " the page, select the POS in which you wish to allow **tipping**, scroll " "down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once " "enabled, add a :guilabel:`Tip Product` in the corresponding field, and save." " The designated product will be used as a reference on customers' receipts." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 msgid "" "**Tip products** can be created on the spot. To do so, enter a product's " "name in the :ref:`Tip Product ` field and click " ":guilabel:`Create` or press **enter**. The product is automatically " "configured to be used as a tip at the payment screen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 msgid "" "However, if you wish to be able to select the tip product in a POS session, " "you must activate the **Available in POS** setting. To do so, click " ":guilabel:`Create and edit...` to open the product configuration form. Then," " go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` " "checkbox, and click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 msgid "" "When you create a product to use as a tip, leave the **product type** as " ":guilabel:`Consumable` to avoid unnecessary inventory movements." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 msgid "" "You can only select one tip product per POS, but you can choose a different " "one for each." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 msgid "Tip using an Adyen terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 msgid "" "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment " "terminal and wish to enable **tips** using the terminal, check " ":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip " "settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 msgid "Tip after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 msgid "" "If you use a POS system in a bar or a restaurant, you can enable " ":guilabel:`Add tip after payment (North America specific)`. Doing so " "generates a bill to print and complete manually by the customer and the " "waiter. That bill indicates the tip value the customer chooses to give after" " the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 msgid "" "To use this feature, the selected payment method must have a bank journal " "attributed." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 msgid "" "To add tips to an order, :ref:`access the payment screen ` and " "click :guilabel:`♥ Tip`. Then, enter the tipping amount, click " ":guilabel:`Confirm` to validate, and process the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 msgid "" "Alternatively, you can select the :ref:`tip product ` on the " "POS interface to add it to the cart. When selected, the product is " "automatically set as a tip, and its default value equals its **Sales " "Price**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 msgid "" "During checkout, select **Adyen** as the payment terminal, and send the " "payment request to the device by clicking :guilabel:`Send`. The customers " "are asked to enter the desired tipping amount on the terminal's screen " "before proceeding to the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 msgid "" "At checkout, select a card payment method and click :guilabel:`Close Tab`. " "Doing so generates a bill to complete by the customer." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 msgid "" "On the following screen, click the percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping " "amount the customer chose to give. Then, click :guilabel:`Settle` to move to" " the following order." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "Штрих-коди" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "Сканувати товари" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots`" msgstr "" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "Оренда" #: ../../content/applications/sales/rental.rst:5 msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 msgid "Rental Pricing" msgstr "Ціна оренди" #: ../../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 "" #: ../../content/applications/sales/rental.rst-1 msgid "Example of rental pricing configuration in Odoo Rental" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:42 msgid "Computing" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:46 msgid "Only one price line is used." msgstr "" #: ../../content/applications/sales/rental.rst:47 msgid "The cheapest line is selected." msgstr "" #: ../../content/applications/sales/rental.rst:50 msgid "Consider the following rental pricing configuration for a product:" msgstr "" #: ../../content/applications/sales/rental.rst:52 msgid "1 day: $100" msgstr "" #: ../../content/applications/sales/rental.rst:53 msgid "3 days: $250" msgstr "" #: ../../content/applications/sales/rental.rst:54 msgid "1 week: $500" msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:64 msgid "Customer signature" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst-1 msgid "Digital Documents settings in Odoo Rental" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:89 msgid "`Odoo Tutorials: Sign `_" msgstr "" #: ../../content/applications/sales/rental.rst:94 msgid "Pickup and Return receipt" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst-1 msgid "Printing a Pickup and Return receipt in Odoo Rental" msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." msgstr "" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "Конектор Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector Features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The **Amazon Connector** synchronizes 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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 msgid "Supported Features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" "Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " "their order items which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "the product’s name, description and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "the shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "the gift wrapping charges" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:25 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:27 msgid "Support multiple seller accounts." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple marketplaces per seller account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:31 msgid "Fulfilled By Amazon (FBA)" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:31 msgid "Fulfilled By Merchant (FBM)" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "**Orders**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Synchronize shipped and canceled orders" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Synchronize unshipped and canceled orders" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:36 msgid "**Shipping**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:36 msgid "Charges" msgstr "Сплати" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Delivery created" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:39 msgid "**Gift Wrapping**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:39 #: ../../content/applications/sales/sales/amazon_connector/features.rst:46 msgid "Handled by Amazon" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:39 msgid "Gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "Gift message" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "**Stock Management**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "One stock move created per sales order item" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "Handled by the delivery" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:43 msgid "Products available quantity updated from Odoo to Amazon" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:46 msgid "**Confirmation**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:46 msgid "Notify Amazon when confirming delivery" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:58 msgid "Supported Marketplaces" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 msgid ":doc:`setup`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:67 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:115 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Manage Amazon orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 msgid "Synchronization of orders" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 msgid "Manage deliveries in FBM" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping/setup/third_party_shipper`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 msgid "Manage errors when synchronizing deliveries" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 msgid "Follow deliveries in FBA" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 msgid "Issue invoices and register payments" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 msgid "Issue invoices" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 msgid "Register payments" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 msgid "Follow your Amazon sales in sales reporting" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:114 msgid ":doc:`features`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Configure Amazon Connector in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:6 msgid "Register your Amazon account in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:10 msgid "" "To register your seller account in Odoo, navigate to :menuselection:`Sales " "--> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " "Accounts` and click on :guilabel:`CREATE`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:13 msgid "" "Choose a meaningful name for your account (e.g. `Europe`), and select your " ":guilabel:`Sign-up Marketplace`. This is the original sign-up marketplace of" " your seller account (e.g. if you created your account on Amazon Germany, " "your sign-up marketplace will be `amazon.de`)" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:17 msgid "" "Upon saving, a button to :guilabel:`link with Amazon` appears. Click on it " "to be redirected to the Amazon login page, or directly to the consent page " "if you are already logged in. There, confirm that you want Amazon to give " "Odoo access to your account and related data." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:21 msgid "Amazon redirects you to Odoo, with your account registered." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:23 msgid "" "Once the account is registered, the marketplaces available to this account " "are synchronized and listed under the :guilabel:`Marketplaces` tab. If you " "wish, you can remove some items from the list of synchronized marketplaces " "to disable their synchronization." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:27 msgid "" "Additionally, you can configure the account to automatically synchronize the" " available quantity of your product present in your offers. To do so, check " "the :guilabel:`FBM Stock Synchronization` box. This will automatically send " "to Amazon the current available quantities of products in Odoo at regular " "intervals. You'll then need to :ref:`match database products in Amazon " "` for Odoo to know which products needs to be send, as well" " as the Amazon SKU used to recognize them." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:34 msgid "Match database products in Amazon" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:36 msgid "" "When an Amazon order is synchronized, up to three sales order items are " "created in Odoo for each product sold on Amazon: one for the marketplace " "product, one for the shipping charges (if any) and one for the gift wrapping" " charges (if any)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:42 msgid "" "The selection of a database product for a sales order item is done by " "matching its **internal reference** with the **SKU** for marketplace items, " "the **shipping code** for delivery charges, and the **gift wrapping** code " "for gift wrapping charges." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:46 msgid "" "For marketplace products, pairings are saved as **Amazon Offers** which are " "listed under the **Offers** stat button on the account form. Offers are " "automatically created when the pairing is established and are used for " "subsequent orders to lookup SKUs. If no offer with a matching SKU is found, " ":ref:`the internal reference is used instead `." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:52 msgid "" "It is possible to force the pairing of a marketplace item with a specific " "product by changing either the product or the SKU of an offer. The offer can" " be manually created if it was not automatically done yet. This is useful if" " you do not use the internal reference as the SKU or if you sell the product" " under different conditions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:58 msgid "" "When synchronizing the available quantity of products, only " ":guilabel:`Storable Products` are synchronized." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:61 msgid "" "If no database product with a matching internal reference is found for a " "given SKU or gift wrapping code, a default database product **Amazon Sale** " "is used. The same is done with the default product **Amazon Shipping** and " "the shipping code." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:66 msgid "" "To modify the default products, activate the :ref:`developer mode " "` and navigate to :menuselection:`Sales --> Configuration " "--> Settings --> Connectors --> Amazon Sync --> Default Products`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:71 msgid "Configure taxes of products" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:73 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. Make sure to have set the correct taxes on your products in" " Odoo or to have it done by a fiscal position, to avoid discrepancies in the" " subtotals between Seller Central and Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:79 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 from that on " "Seller Central. Those differences can be resolved with a write-off when " "reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:86 msgid "Add a new marketplace" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 msgid "" ":ref:`All marketplaces are supported by the Amazon Connector " "`, but recently created ones might be missing" " from your database. To add a new marketplace, proceed as follows:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:92 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 msgid "" "Go to :menuselection:`Sales --> Configuration --> Settings --> Connectors " "--> Amazon Sync --> Amazon Marketplaces`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:95 msgid "" "Create a new marketplace record. Enter the :guilabel:`Marketplace ID` and " "select the :guilabel:`Amazon Region` for your marketplace as described in " "the `Amazon Documentation for marketplace IDs and regions " "`_, " "and the :guilabel:`Seller Central URL` as described in the `Amazon " "Documentation for seller central URLs `_." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:101 msgid "" "Set the 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 *MarketplaceId*, the selected Amazon region and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales --> Configuration --> Settings --> Connectors" " --> Amazon Sync --> Amazon Accounts`. Open the account on which you wish 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 your seller account." msgstr "" #: ../../content/applications/sales/sales/ebay_connector.rst:5 msgid "eBay Connector" msgstr "конектор eBay " #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Як впорядкувати товари?" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 msgid "Listing without variation" msgstr "Список без змін" #: ../../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 "" "Для того, щоби вказати товар, потрібно перевірити поле **використання eBay**" " на формі товару. Вкладка eBay буде доступна." #: ../../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 "" "Коли позначено поле **Використовувати залишки товарів на складі**, " "кількість, встановлена в eBay, буде **Прогноз Кількості** 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 "" "**Шаблон Опису** дозволяє вам використовувати шаблони для ваших записів. " "Шаблон за замовчуванням використовує лише поле **опису eBay** у товарі. Ви " "можете використовувати HTML у **шаблоні опису** та в **описі 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 "" "Щоб використовувати фотографії у вашому списку, потрібно додати їх як " "**Прикріплення** у шаблон товару." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 msgid "Listing with variations" msgstr "Список з варіаціями" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 msgid "Listing with item specifics" msgstr "Список з елементами специфікації" #: ../../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 "" "Щоб додати специфікацію до елементу, потрібно створити атрибут товару з " "одним значенням на вкладці **Варіанти** форми товару." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 msgid "Product Identifiers" msgstr "Ідентифікатори товару" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 msgid "How to configure eBay in Odoo?" msgstr "Як налаштувати eBay в Odoo?" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 msgid "Create eBay tokens" msgstr "Створіть токени 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 "" "Щоб створити свої токени, потрібно створити обліковий запис розробника на " "`порталі розробника `_. Після входу в " "систему ви можете створити **Тестовий режим** та **Робочий режим** " "натиснувши відповідні кнопки." #: ../../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 "" "Після створення режимів ви можете отримати Токен користувача. Для цього " "натисніть посилання **Отримати токен користувача** в нижній частині " "сторінки. Перейдіть за формою, увійдіть у свій обліковий запис eBay, і ви " "отримаєте ключі та токен, необхідні для налаштування модуля в Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 msgid "Set up tokens in Odoo?" msgstr "Встановлення токенів у Odoo?" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" "To set up the eBay integration, go to :menuselection:`Sales --> " "Configuration --> Settings`." msgstr "" "Щоб налаштувати інтеграцію eBay, перейдіть до :menuselection:`Продажі --> " "Налаштування --> Налаштування`." #: ../../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 "" "Спочатку визначтеся, чи хочете ви використати товар або сайти eBay. Потім " "заповніть поля **Ключ розробника**, **Токен**, **Ключ додатка** та **Ключ " "сертифіката**. Застосуйте зміни." #: ../../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 "" "Після перезавантаження сторінки потрібно синхронізувати інформацію з eBay. " "Натисніть на **Синхронізувати країни та валюти**, тоді ви можете заповнити " "всі інші поля." #: ../../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 "" "Коли всі поля заповнені, ви можете синхронізувати категорії та політики, " "натиснувши відповідні кнопки." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 msgid "Accept account deletion notifications" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 msgid "Retrieve endpoint details from Odoo" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Button to generate an eBay verification token in Odoo" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 msgid "Subscribe to account deletion notifications" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 msgid "" "Log in on the `developer portal of eBay `_ " "and go to **Alerts & Notifications**." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 msgid "" "An **email address** to send notifications to if the endpoint is " "unreachable." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 msgid "The **endpoint details**:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 msgid "A verification token" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 msgid "Verify the connectivity with the endpoint" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 msgid "" "You should get the following confirmation message: \"A test notification was" " sent successfully!\"" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Button to send test notification" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 msgid "Using the updated synchronisation method" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 msgid "To switch to the new synchronization mechanism:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 msgid "" "Archive the old synchronization actions (both are named *Ebay: update " "product status*)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Метод виставлення рахунку" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "Initial down payment request" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:20 msgid "" "Invoices are automatically created in drafts, so they can be reviewed before" " validation." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:22 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid ":guilabel:`Regular invoice`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "" "If :guilabel:`Regular Invoice` is selected the other fields disappear, as " "they only pertain to down payment configurations." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid ":guilabel:`Down payment (percentage)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:30 msgid ":guilabel:`Down payment (fixed amount)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:32 msgid "" "In terms of a down payment, it can either be a fixed amount or a percentage " "of the total amount." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 msgid "" "Once the desired down payment option is selected in the :guilabel:`Create " "Invoice` field, designate the desired amount (either as a percentage or " "fixed amount) in the :guilabel:`Down Payment Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 msgid "" "Then, select the appropriate income account for the invoice in the " ":guilabel:`Income Account` field, and add a tax amount, if necessary, in the" " :guilabel:`Customer Taxes` field. These settings will be reused for future " "down payments." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to configure a down payment on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:47 msgid "" "When a down payment is first requested, a new product called :guilabel:`Down" " payment` is created. This product is registered as a :guilabel:`Service` " "product, with an invoicing policy of :guilabel:`Ordered quantities`. This " "product can be edited and modified at any time." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:52 msgid "" "If :guilabel:`Delivered quantities` is chosen as the invoicing policy, an " "invoice will **not** be able to be created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:56 msgid "Request a 50% down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:58 msgid "" "For the following example, the flow involves a 50% amount down payment on a " "product with :guilabel:`Ordered quantities` as the invoicing policy." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:62 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:184 msgid ":doc:`/applications/sales/sales/invoicing/invoicing_policy`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:64 msgid "" "When the order is confirmed (via the :guilabel:`Confirm` button), it's time " "to create/view the invoice, by clicking :guilabel:`Create Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:67 msgid "" "Then, 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. Lastly, click :guilabel:`Create and View Invoice` to " "create and view the invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop up window in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:75 msgid "Doing so reveals the draft invoice, which mentions the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:81 msgid "" "From there, the invoice can be confirmed/posted, and the payment can be " "registered. Return to the sales order, via the breadcrumbs." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:84 msgid "" "On the sales order, the option to view what the customer will see is " "available, via the :guilabel:`Customer Preview` smart button, and the " ":guilabel:`Invoice` button reveals the drafted invoice. In either case, the " "down payment is mentioned on both the sales order and draft invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How the down payment is mentioned on the sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:92 msgid "" "To confirm and register the first payment of the down payment, click the " ":guilabel:`Invoices` smart button to return to the invoice. On the " ":guilabel:`Customer Invoice` page, click :guilabel:`Confirm`, then " ":guilabel:`Register Payment` to open a :guilabel:`Register Payment` pop-up " "form." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How the register payment pop up looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:101 msgid "" "On this form, select the appropriate :guilabel:`Journal` and confirm that " "the down payment amount is correct in the :guilabel:`Amount` field. Then, " "make any other modifications to the other fields, if necessary, before " "clicking :guilabel:`Create Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:105 msgid "" "Odoo returns to the invoice, which now has a green :guilabel:`In Payment` " "banner visible in the upper-right corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "How the initial down payment invoice has a green paid banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:112 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, and " "click :guilabel:`Create Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:115 msgid "" "On the :guilabel:`Create invoices` pop-up window, there is now an option to " ":guilabel:`Deduct down payments`, which is selected by default." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:122 msgid "" "If the remaining amount is ready to be paid, the :guilabel:`Regular Invoice`" " option should be selected, and the :guilabel:`Deduct down payments` option " "should *stay* selected. Then, click :guilabel:`Create and View Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:126 msgid "" "Doing so reveals a separate :guilabel:`Invoices` page, listing all the " "invoices for that specific sales order. Each invoice line item displays all " "the necessary information related to each invoice, along with the current " ":guilabel:`Payment Status`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payment invoices page in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:134 msgid "" "To complete the flow, select the invoice with the :guilabel:`Not Paid` " "status, which opens that invoice. On the invoice page, click " ":guilabel:`Confirm`, then :guilabel:`Register Payment`, and confirm that the" " remaining :guilabel:`Amount` is correct. Then, click :guilabel:`Create " "Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:138 msgid "" "That pop-up window disappears, and a green :guilabel:`In Payment` banner is " "now present on the invoice. The line items on the invoice show that the " "total amount has been paid, including mentions of the down payment, and the " "flow is complete." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:142 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:145 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. This is because, due to" " the invoicing policy, the product(s) would have to be delivered *before* " "creating the final invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:150 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment. To " "utilize the :guilabel:`Credit Note` option, the *Inventory* application must" " be installed, in order to confirm the delivery. Otherwise, the delivered " "quantity can be entered manually directly on the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:156 msgid "Income account and customer taxes modifications" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:158 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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:162 msgid "" "On the :guilabel:`Down Payment` product page, click :guilabel:`Edit`, then " "scroll down to the :guilabel:`General Information` tab. In this tab, the " "customer taxes can be modified in the :guilabel:`Customer Taxes` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed. With the " "*Accounting* app installed, the :guilabel:`Accounting` tab becomes available" " on the product page. That tab will **not** be accessible without the " "*Accounting* app installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:175 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, in the :guilabel:`Receivables` section. " "Once all desired changes are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Re-invoice expenses to customers" msgstr "Включення витрат у рахунки клієнтів" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "It often happens that your employees have to spend their personal money " "while working on a project for your client. Let's take the example of a " "consultant paying for a hotel to work on the site of your client. As a " "company, you would like to be able to invoice that expense to your client." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:12 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:64 msgid "Expenses configuration" msgstr "Налаштування витрат" #: ../../content/applications/sales/sales/invoicing/expense.rst:14 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:66 msgid "" "To track & invoice expenses, you will need the expenses app. Go to " ":menuselection:`Apps --> Expenses` to install it." msgstr "" "Для відстеження витрат та виставлення по ним рахунків-фактур вам знадобиться" " модуль витрат. Перейдіть до :menuselection:`Додатків --> Витрати`, щоби " "встановити його." #: ../../content/applications/sales/sales/invoicing/expense.rst:17 msgid "" "You should also activate the analytic accounts feature to link expenses to " "the sales order, to do so, go to :menuselection:`Invoicing --> Configuration" " --> Settings` and activate *Analytic Accounting*." msgstr "" "Ви також повинні активізувати функцію аналітичних рахунків, щоби пов'язати " "витрати із замовленням на продаж. Аби це зробити, перейдіть до розділу " ":menuselection:`Виставлення рахунків --> Налаштування --> Налаштування` та " "активуйте *Аналітичний бухоблік*." #: ../../content/applications/sales/sales/invoicing/expense.rst:22 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:74 msgid "Add expenses to your sales order" msgstr "Додайте витрати до замовлення на продаж" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:76 msgid "" "From the expense app, you or your consultant can create a new one, e.g. the " "hotel for the first week on the site of your customer." msgstr "" "З додатка витрат ви або ваш консультант можете створити нові витрати, " "наприклад, готель на перший тиждень роботи з вашим клієнтом." #: ../../content/applications/sales/sales/invoicing/expense.rst:27 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:79 msgid "" "You can then enter a relevant description and select an existing product or " "create a new one from right there." msgstr "" "Потім ви можете ввести відповідний опис і вибрати існуючий товар або " "створити новий прямо там." #: ../../content/applications/sales/sales/invoicing/expense.rst:33 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:85 msgid "Here, we are creating a *Hotel* product:" msgstr "Тут ми створюємо товар *Готель*:" #: ../../content/applications/sales/sales/invoicing/expense.rst:38 msgid "" "Under the invoicing tab, select *Delivered quantities* and either *At cost* " "or *Sales price* as well depending if you want to invoice the cost of your " "expense or a previously agreed on sales price." msgstr "" "Під вкладкою виставлення рахунків виберіть *Доставлені кількості* або *За " "вартістю* або *Ціна продажу*, якщо ви хочете нарахувати вартість своїх " "витрат або раніше узгоджену ціну продажу." #: ../../content/applications/sales/sales/invoicing/expense.rst:45 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:97 msgid "" "To modify or create more products go to :menuselection:`Expenses --> " "Configuration --> Expense products`." msgstr "" "Щоби змінити або створити більше товарів, перейдіть на сторінку " ":menuselection:`Витрати --> Налаштування --> Витратні товари`." #: ../../content/applications/sales/sales/invoicing/expense.rst:48 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:100 msgid "" "Back on the expense, add the original sale order in the expense to submit." msgstr "" "Поверніться на витрати, додайте оригінальне замовлення на продаж у витратах " "для відправлення." #: ../../content/applications/sales/sales/invoicing/expense.rst:54 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:106 msgid "It can then be submitted to the manager, approved and finally posted." msgstr "" "Потім він може бути переданий менеджеру, його можна затвердити та остаточно " "розмістити." #: ../../content/applications/sales/sales/invoicing/expense.rst:65 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:117 msgid "It will then be in the sales order and ready to be invoiced." msgstr "Він буде у замовленні на продаж і готовий до виставлення рахунку." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "Виставлення рахунку на основі замовленої або доставленої кількості" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "Виставлення рахунків за етапами проекту" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Milestone invoicing can be used for expensive or large-scale projects, with " "each milestone representing a clear sequence of work that will incrementally" " build up to the completion of the contract. This invoicing method is " "comfortable both for the company which is ensured to get a steady cash flow " "throughout the project lifetime and for the client who can monitor the " "project's progress and pay in several installments." msgstr "" "Виставлення рахунків за етапами може використовуватися для дорогих або " "масштабних проектів, при цьому кожен етап представляє собою чітку " "послідовність робіт, яка поступово зростатиме до завершення контракту. Цей " "метод виставлення рахунків є зручним як для компанії, яка забезпечує " "постійний грошовий потік упродовж усього терміну дії проекту, так і для " "клієнта, який може контролювати досягнення проекту та сплачувати його в " "декілька разів." #: ../../content/applications/sales/sales/invoicing/milestone.rst:13 msgid "Create milestone products" msgstr "Створіть поетапні товари" #: ../../content/applications/sales/sales/invoicing/milestone.rst:15 msgid "" "In Odoo, each milestone of your project is considered as a product. To " "configure products to work this way, go to any product form." msgstr "" "В Odoo кожен етап вашого проекту розглядається як товар. Щоби налаштувати " "товари таким чином, перейдіть до будь-якої форми товару." #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "You have to set the product type as *Service* under general information and " "select *Milestones* in the sales tab." msgstr "" "Ви повинні встановити тип товару як *Послуга* за загальною інформацією та " "вибрати *Основні етапи* на вкладці продажу." #: ../../content/applications/sales/sales/invoicing/milestone.rst:25 msgid "Invoice milestones" msgstr "Виставлення рахунку-фактури за етапами" #: ../../content/applications/sales/sales/invoicing/milestone.rst:27 msgid "" "From the sales order, you can manually edit the quantity delivered as you " "complete a milestone." msgstr "" "Із замовлення на продаж ви можете вручну змінити доставлену кількість після " "завершення етапу." #: ../../content/applications/sales/sales/invoicing/milestone.rst:33 msgid "You can then invoice that first milestone." msgstr "Ви можете потім виставити рахунок за перший етап." #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "" #: ../../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 "" #: ../../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 for customs purposes during importation. They " "differ from a normal invoice in that they are not a demand (or request) for " "payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 msgid "Activate the feature" msgstr "Активуйте цю функцію" #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated. To do that, navigate to :menuselection:`Sales app -->" " Configuration --> Settings`, and in the :guilabel:`Quotations & Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:26 msgid "Send a pro-forma invoice" msgstr "Надсилання проформи рахунку" #: ../../content/applications/sales/sales/invoicing/proforma.rst:28 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 "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:35 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-" "up appears. The :guilabel:`Recipients` field is auto-populated with the " "customer from the sales order or quotation. Then, if needed, modify the " ":guilabel:`Subject` field and the body of the email. The pro-forma invoice " "is automatically added as an attachment to the email." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 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 "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoice based on time and materials" msgstr "Виставлення рахунку на основі часу та матеріалів" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Time and Materials is generally used in projects in which it is not possible" " to accurately estimate the size of the project, or when it is expected that" " the project requirements would most likely change." msgstr "" "Час та матеріали, як правило, використовуються у проектах, в яких неможливо " "точно оцінити розмір проекту або коли очікується, що вимоги проекту, швидше " "за все, зміняться." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:9 msgid "" "This is opposed to a fixed-price contract in which the owner agrees to pay " "the contractor a lump sum for the fulfillment of the contract no matter what" " the contractors pay their employees, sub-contractors, and suppliers." msgstr "" "Це протистоїть контракту з фіксованою ціною, за яким власник погоджується " "виплатити підряднику одноразову суму за виконання контракту незалежно від " "того, що контрактори платять своїм працівникам, субпідрядникам та " "постачальникам." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:14 msgid "" "For this documentation I will use the example of a consultant, you will need" " to invoice their time, their various expenses (transport, lodging, ...) and" " purchases." msgstr "" "Для цієї документації я буду використовувати приклад консультанта, вам " "потрібно буде врахувати свій час, різні витрати (транспорт, проживання, ...)" " та купівлі." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:19 msgid "Invoice time configuration" msgstr "Налаштування виставлення рахунка-фактури за часом" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To keep track of progress in the project, you will need the *Project* app. " "Go to :menuselection:`Apps --> Project` to install it." msgstr "" "Щоби відстежувати прогрес у проекті, вам знадобиться модуль *Проект*. " "Перейдіть на :menuselection:`Додатки --> Проект`, щоби встановити його." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:24 msgid "" "In *Project* you will use timesheets, to do so go to :menuselection:`Project" " --> Configuration --> Settings` and activate the *Timesheets* feature." msgstr "" "У *Проекті* ви будете використовувати табелі, щоби зробити це, перейдіть до " ":menuselection:`Проекту --> Налаштування --> Налаштування` та активуйте " "функцію *Табелі*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:32 msgid "Invoice your time spent" msgstr "Виставлення рахунку за витрачений час" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:34 msgid "" "From a product page set as a service, you will find two options under the " "invoicing tab, select both *Timesheets on tasks* and *Create a task in a new" " project*." msgstr "" "Зі сторінки товару, де встановлена послуга, ви знайдете дві функції на " "вкладці виставлення рахунків, обидва *Табелі на завданнях* та *Створення " "завдання у новому проекті*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:41 msgid "You could also add the task to an existing project." msgstr "Ви також можете додати завдання до існуючого проекту." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "" "Once confirming a sales order, you will now see two new buttons, one for the" " project overview and one for the current task." msgstr "" "Після підтвердження замовлення на продаж ви побачите дві нові кнопки, один " "для огляду проекту та один для поточного завдання." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:49 msgid "" "You will directly be in the task if you click on it, you can also access it " "from the *Project* app." msgstr "" "Якщо ви натиснете на нього, ви будете безпосередньо перебувати в роботі, ви " "також можете отримати доступ до нього з модуля *Проект*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "" "Under timesheets, you can assign who works on it. You can or they can add " "how many hours they worked on the project so far." msgstr "" "Під табелями ви можете призначити того, хто працює на проекті. Ви можете або" " вони можуть додати, скільки годин вони відпрацювали над проектом." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "From the sales order, you can then invoice those hours." msgstr "Із замовлення на продаж можна зарахувати ці години." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "You should also activate the analytic accounts feature to link expenses to " "the sales order, to do so, go to :menuselection:`Accounting --> " "Configuration --> Settings` and activate *Analytic Accounting*." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:90 msgid "" "under the invoicing tab, select *Delivered quantities* and either *At cost* " "or *Sales price* as well depending if you want to invoice the cost of your " "expense or a previously agreed on sales price." msgstr "" "Під вкладкою виставлення рахунків виберіть *Доставлені кількості* або *За " "вартістю* або *Ціна продажу*, якщо ви хочете нарахувати вартість своїх " "витрат або раніше узгоджену ціну продажу." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:120 msgid "Invoice purchases" msgstr "Виставлення рахунків-фактур на купівлю" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The last thing you might need to add to the sale order is purchases made for" " it." msgstr "" "Останнє, що потрібно додати до замовлення на продаж - це купівлі, зроблені " "для замовлення." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:125 msgid "" "You will need the *Purchase Analytics* feature, to activate it, go to " ":menuselection:`Invoicing --> Configuration --> Settings` and select " "*Purchase Analytics*." msgstr "" "Вам знадобиться функція *Аналітики купівель*. Щоби активізувати її, " "перейдіть до розділу :menuselection:`Виставлення рахунків --> Налаштування " "--> Налаштування` та виберіть *Аналітика купівель*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:129 msgid "" "While making the purchase order don't forget to add the right analytic " "account." msgstr "" "При оформленні замовлення на купівлю не забудьте додати правильний " "аналітичний рахунок." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:135 msgid "" "Once the PO is confirmed and received, you can create the vendor bill, this " "will automatically add it to the SO where you can invoice it." msgstr "" "Після того, як ЗНП буде підтверджено та отримано, ви можете створити рахунок" " постачальника, що автоматично додасть його до ЗНП, де ви можете виставити " "рахунок." #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "Товари та ціни" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5 msgid "" "With Odoo, customers can use **eWallets** and **gift cards** for online and " "in-store shopping." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7 msgid "" "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), " "first enable :guilabel:`Discounts, Loyalty & Gift Card` under " ":menuselection:`Sales app --> Configuration --> Settings --> Pricing " "section`. Once enabled, go to :menuselection:`Sales app --> Products --> " "Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card " "program." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "Електронні гаманці" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15 msgid "" "eWallets allow customers to save credits on their online account and use " "these credits as a payment method when buying items in an online store or a " "brick-and-mortar store. eWallets can also be used to centralize multiple " ":ref:`gift cards `." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19 msgid "" "Before creating an eWallet program, it is necessary to create an eWallet " "**top-up** product. Top-ups are pre-defined digital credit values added to " "an eWallet in exchange for its equivalent in real currency. These credits " "can then be used as a payment method in the eCommerce shop or :abbr:`PoS " "(Point of Sale)`. Top-up values can be of different amounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25 msgid "" "A $50 top-up can be bought for $50, and adds that same amount of credits to " "the eWallet." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27 msgid "" "To create a top-up product, go to :menuselection:`Sales app --> Products -->" " Products` and :guilabel:`Create` a new product. On the product template, " "configure the options as follows:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30 msgid "" ":guilabel:`Product Name`: enter a name for the top-up product (for example, " "`$50 Top-Up`)" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92 msgid ":guilabel:`Can be Sold`: enabled" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93 msgid ":guilabel:`Product Type`: select :guilabel:`Service`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94 msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95 msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38 msgid "" "In order to have eWallet top-ups of different amounts, create multiple top-" "up products and modify the :guilabel:`Sales Price` accordingly." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41 msgid "" "Once the top-up is created, go to :menuselection:`Sales app --> Products -->" " Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The " "following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46 msgid "" ":guilabel:`eWallet Products`: select the eWallet top-up created earlier. " "Repeat the process if you created top-ups of different amounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48 msgid "" ":guilabel:`Email template`: select the email template used for the email " "sent to the customer. To create a new template, click on the field, select " ":guilabel:`Search More`, and then click :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115 msgid "" ":guilabel:`Company`: select the company for which the program is valid and " "available" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116 msgid "" ":guilabel:`Available On`: select the applications on which the program is " "valid and available" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117 msgid "" ":guilabel:`Website`: select the website on which the program is valid and " "available. Leave this field empty to include all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119 msgid "" ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which " "the program is valid and available. Leave this field empty to include all " ":abbr:`PoS (Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63 msgid "" "Once the program is configured, click the :guilabel:`Generate eWallet` " "button in the upper-left corner to generate eWallets. eWallets can be " "generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. " "The quantity is automatically adapted according to the :guilabel:`Customers`" " and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet " "value`. Finally, set the :guilabel:`Valid Until` period if applicable." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69 msgid "" "Generated eWallets can be accessed through the :guilabel:`eWallets` smart " "button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the eWallets via email or a URL link." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76 msgid "" "Click on an eWallet to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an " "eWallet *cannot* be changed, deleted, or duplicated." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84 msgid "" "Gift cards can be purchased by customers, and in turn used as a payment " "method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87 msgid "" "Before creating a new gift card program, it is necessary to first create " "gift cards as products. To do so, go to :menuselection:`Sales app --> " "Products --> Products` and :guilabel:`Create` a product. On the product " "template, configure the options as follows:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99 msgid "" "In order to have gift cards of different amounts, create multiple gift card " "products and modify the :guilabel:`Sales Price` accordingly." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102 msgid "" "Once the gift card product is created, go to :menuselection:`Sales app --> " "Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card " "program. The following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108 msgid "" ":guilabel:`Gift Card Products`: select the gift card product created " "earlier. Repeat the process if you created gift card products of different " "amounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110 msgid "" ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift " "Card Information` template, or create a new template by clicking on the " "field, selecting :guilabel:`Search More`, and then clicking " ":guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126 msgid "" "Once the program is configured, click the :guilabel:`Generate Gift Cards` " "button in the upper-left corner to generate gift cards. Gift cards can be " "generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected " "Customers`. Set the :guilabel:`Quantity to generate` for " ":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or " ":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the " ":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period" " if applicable." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133 msgid "" "Generated gift cards can be accessed through the :guilabel:`Gift Cards` " "smart button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the gift cards via email or a URL link." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141 msgid "" "Click on a gift card to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift " "card *cannot* be changed, deleted, or duplicated." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5 msgid "" "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users " "to create discount and loyalty programs that customers can use for online " "and in-store shopping. These programs offer more varied, public, and time-" "sensitive pricing options than :doc:`pricelists " "`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13 msgid "" "To begin using discount and loyalty programs, navigate to " ":menuselection:`Sales --> Configuration --> Settings`. Under the " ":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & " "Gift Card` setting by checking the box next to the feature. Finally, click " ":guilabel:`Save` to save the changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "" "To create discount and loyalty programs, go to :menuselection:`Sales --> " "Products --> Discount & Loyalty`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 msgid "" "If no discount or loyalty programs have been created yet, Odoo provides a " "choice of templates to help create the first program. Choose one of the " "template cards, or click :guilabel:`New` to create a new program from " "scratch." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 msgid "" "Or, if there are already existing programs, select an existing program to " "edit it." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "" "Templates only appear when no programs have been created, and they disappear" " once the first program is created." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40 msgid "The program form contains the following options:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:67 msgid "" "The options available on the program form vary depending on the " ":ref:`Program Type ` selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst: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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80 msgid "Program types" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Conditional rules" msgstr "Правила умови" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid "" "The options for :guilabel:`Conditional rules` vary depending on the selected" " :ref:`Program Type `." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115 msgid "The following options are available for configuring conditional rules:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst: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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144 msgid "Rewards" msgstr "Нагороди" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154 msgid "The following options are available for configuring rewards:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160 msgid ":guilabel:`Free Product`:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168 msgid ":guilabel:`Discount`:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177 msgid ":guilabel:`Free Shipping`:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "Управляйте вашими цінами" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "How to sell in foreign currencies" msgstr "Як продавати в іноземній валюті" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "Pricelists can also be used to manage prices in foreign currencies." msgstr "" "Прайс-лист може також використовуватися для управління цінами в іноземній " "валюті." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:7 msgid "" "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> " "Settings`. As admin, you need *Adviser* access rights on " "Invoicing/Accounting apps." msgstr "" "Перевірте *Дозволити використання кількох валют* у розділі " ":menuselection:`Виставлення рахунків/Бухоблік --> Налаштування`. Як " "адміністратору вам потрібні права доступу *Консультантів* для додатків " "Виставлення рахунків-фактур/Бухобліку." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:10 msgid "" "Create one pricelist per currency. A new *Currency* field shows up in " "pricelist setup form." msgstr "" "Створіть один прайс-лист на одну валюту. Нове поле *Валюти* відображається у" " формі встановлення прайс-листа." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 msgid "" "To activate a new currency, go to :menuselection:`Accounting --> " "Configuration --> Currencies`, select it in the list and press *Activate* in" " the top-right corner. Now it will show up in currencies drop-down lists." msgstr "" "Щоб активувати нову валюту, перейдіть до :menuselection:`Бухоблік --> " "Налаштування --> Валюти`, виберіть його у списку та натисніть *Активувати* у" " верхньому правому куті. Тепер він з'явиться у випадаючих списках валют. " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:17 msgid "Prices in foreign currencies can be defined in two fashions." msgstr "Ціни в іноземній валюті можна визначити двома способами." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:20 msgid "Automatic conversion from public price" msgstr "Автоматична конвертація за відкритою ціною" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:22 msgid "" "The public price is in your company's main currency (see " ":menuselection:`Accounting --> Settings`) and is set in product detail form." msgstr "" "Публічна ціна в основній валюті вашої компанії (див. " ":menuselection:`Бухоблік --> Налаштування`) і встановлено у формі детальної " "інформації про товар." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:28 msgid "" "The conversion rates can be found in :menuselection:`Accounting --> " "Configuration --> Currencies`. They can be updated from Yahoo or the " "European Central Bank at your convenience: manually, daily, weekly, etc. See" " :menuselection:`Accounting --> Settings`." msgstr "" "Коефіцієнти переходів можна знайти в :menuselection:`Бухоблік --> " "Налаштування --> Валюти`. Вони можуть бути оновлені з Нацбанку України: " "вручну, щодня, щотижня тощо. Див. :menuselection:`Бухоблік --> " "Налаштування`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:40 msgid "Set your own prices" msgstr "Встановіть свої власні ціни" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "This is advised if you don't want your pricing to change along with currency" " rates." msgstr "" "Встановлення власних цін рекомендується, якщо ви не хочете, щоб ваші ціни " "змінювалися разом із курсом валют." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:49 msgid ":doc:`pricing`" msgstr ":doc:`pricing`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "Odoo *Sales* has a useful pricelist feature that can be tailored to fit any " "unique pricing strategy." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7 msgid "" "A *pricelist* is a list of prices (or price rules) that Odoo uses to " "determine the appropriate price for a customer. These pricelists can be set " "with specific criteria (such as time periods, minimum quantity sold, and " "more) in order to apply certain prices or discounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11 msgid "" "Pricelists suggest certain prices, but they can always be overridden on the " "sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 msgid "Pricing strategy options" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16 msgid "" "To choose a pricing strategy, first navigate to :menuselection:`Sales app " "--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click " "the checkbox next to the :guilabel:`Pricelists` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20 msgid "" "Doing so reveals two additional options beneath it: :guilabel:`Multiple " "prices per product` and :guilabel:`Advanced price rules (discounts, " "formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads " "to a separate pricelists page, wherein pricelists can be created and/or " "modified." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25 msgid "" ":guilabel:`Multiple prices per product`: provides the option to set several " "different prices per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" ":guilabel:`Advanced price rules (discounts, formulas)`: provides the option " "to create detailed price rules and apply discounts, margins, and roundings." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "After clicking the checkbox beside the :guilabel:`Pricelists` feature, " "select one of those two options, then click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:328 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267 msgid "" "The :guilabel:`Public Pricelist` is the default pricelist used with Odoo " "*Sales* and *eCommerce*." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:55 msgid "" "From the :guilabel:`Pricelists` page, either select the desired pricelist to" " edit, or click :guilabel:`New` to create a new pricelist, which reveals a " "blank pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the top of the form, in the blank field. Next, select which " ":guilabel:`Currency` should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:66 msgid "" "Then, if working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "Price rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73 msgid "" "The :guilabel:`Price Rules` tab functionality on a pricelist form varies " "depending on the :guilabel:`Pricelists` setting chosen: either " ":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules " "(discounts, formulas)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "" "However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` " "tab are always the same, regardless of the chosen :guilabel:`Pricelists` " "setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "Price rules tab (multiple prices per product)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 msgid "" "With the :guilabel:`Multiple prices per product` setting activated, the " ":guilabel:`Price Rules` tab on pricelist forms provides the option to add " "specific products, with a specific price, to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:87 msgid "" "To add a specific product and price to a pricelist form, click the " ":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the " ":guilabel:`Products` column. Then, select the desired product for which a " "specific price should be applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91 msgid "" "Next, if necessary, select a product variant under the :guilabel:`Variants` " "column (e.g. a specific product size, color, etc.). If no variants are " "selected, then this price will apply to all variants of the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95 msgid "" "If a minimum amount of the product must be purchased in order to apply the " "specific price, enter the amount under the :guilabel:`Min. Quantity` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98 msgid "" "To configure the price of the product for this specific pricelist, enter the" " desired amount under the :guilabel:`Price` column. Then, there is the " "option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the " "configured product price, if desired." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:102 msgid "" "To add another product line, click :guilabel:`Add a line` again, and repeat " "the process. There is no limit to how many products can be added in the " ":guilabel:`Price Rules` tab of a pricelist form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "For more information, check out the following section: :ref:`Multiple prices" " per product `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109 msgid "Price rules tab (advanced price rules)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111 msgid "" "With the :guilabel:`Advanced price rules (discounts, formulas)` setting " "activated, the :guilabel:`Price Rules` tab on pricelist forms provides the " "option to configure detailed price rules based on formulas." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" "Check out the :ref:`Advanced price rules (discounts, formulas) " "` section for detailed steps on how to add " "advanced price rules to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid "Time-based rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121 msgid "" "Time-based rules are used specifically with :doc:`subscription products " "`. Be sure to check out the Odoo" " *Subscriptions* :doc:`documentation `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125 msgid "" "Under the :guilabel:`Time-based rules` tab, the same functionality of the " ":guilabel:`Price Rules` tab is present, with the only difference being that " "a repeating time period can be applied in the :guilabel:`Period` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:129 msgid "" "After a :guilabel:`Product` and potential :guilabel:`Variant` are selected " "in the :guilabel:`Time-based rules` tab, select the blank field in the " ":guilabel:`Period` column to reveal a drop-down menu of pre-designated " "recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133 msgid "" "New recurrence periods can also be directly created from this column, by " "typing in the new name for the :guilabel:`Period` and then selecting " ":guilabel:`Create` to create the time period, which can be edited later. Or," " select :guilabel:`Create and edit...` to reveal a pop-up form, in which the" " new recurrence period can be directly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, " ":guilabel:`Duration`, then a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). " "When finished, click :guilabel:`Save and Close`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145 msgid "" "Lastly, add the desired price for this time-based rule in the " ":guilabel:`Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid ":doc:`/applications/sales/subscriptions`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151 msgid "Configuration tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 msgid "" "Under the :guilabel:`Configuration` tab, there are a few options that can " "further customize the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Configuration tab on pricelist detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "From here, under the :guilabel:`Availability` section, in the " ":guilabel:`Country Groups` field, certain country groups can be added to the" " pricelist. There is no limit to how many country groups can be added in " "this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:165 msgid "" "If no country is set for a customer, Odoo takes the first pricelist without " "any country group." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167 msgid "" "Under the :guilabel:`Website` section, there are a few options that can be " "configured. In the :guilabel:`Website` field, this pricelist can be applied " "to a specific website, if working in a multi-website environment. If left " "blank, the pricelist will be applied to all websites in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:172 msgid "" "Click the :guilabel:`Selectable` checkbox to have this pricelist as a " "selectable option for customers to choose as they shop. If the " ":guilabel:`Selectable` box is left unchecked, customers **cannot** select " "this pricelist for themselves as they shop." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:176 msgid "" "Lastly, there is the option to add an :guilabel:`E-commerce Promotional " "Code`. To add a code, type in the desired promo code that, when entered " "during the checkout process, applies the pricelist to the customer, even if " "the customer does not fall into the previously-specified criteria." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181 msgid "Show discount percentage to customers" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183 msgid "" "With Odoo *Sales*, the option to show the public price *and* the computed " "discount percentage on the product catalog is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, and in the :guilabel:`Pricing` section, click the checkbox next " "to the :guilabel:`Discounts` feature, and then click :guilabel:`Save` to " "save all changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190 msgid "" "After activating the :guilabel:`Discounts` feature, navigate to the " "pricelists page, either by clicking the :guilabel:`Pricelists` link from the" " :guilabel:`Settings` page, or by going to :menuselection:`Sales app --> " "Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On" " the pricelist form, click into the :guilabel:`Configuration` tab. In the " ":guilabel:`Configuration` tab, at the bottom, a :guilabel:`Discounts` " "section is now available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "What the discount options are on the configuration tab of a pricelist in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "The options available in this section are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" ":guilabel:`Discount included in the price`: shows the customer only the " "final price with the discount already included." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:206 msgid "" ":guilabel:`Show public price & discount to the customer`: shows the customer" " the public price *and* the discount they're earning." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210 msgid "Customer pricelist application" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236 msgid "" "To apply several prices per individual product, select the " ":guilabel:`Multiple prices per product` option, after enabling the " ":guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "Next, apply pricelists to specific products using the product form. Navigate" " to the :menuselection:`Sales app --> Products --> Products` and select the " "product for which multiple prices should be applied. Selecting a product " "from the :guilabel:`Products` page reveals that specific product's product " "form on a separate page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:245 msgid "" "On the product form, click the :guilabel:`Extra Prices` smart button, " "located at the top of the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra prices smart button appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "" "Doing so reveals a separate page displaying the :guilabel:`Price Rules` that" " are specific to that particular product. Here, price rules can be edited or" " created at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra price rules per product page appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:259 msgid "" "To create a new price rule for a product from this specific :guilabel:`Price" " Rules` page, click :guilabel:`New` to add a new, customizable row that has " "the desired product already populated in the :guilabel:`Applied On` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263 msgid "" "Next, select which :guilabel:`Pricelist` this specific product price rule " "should apply to, via the drop-down menu in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270 msgid "" "To create a new pricelist from this page, type in the desired name of the " "new pricelist in the :guilabel:`Pricelist` column, then select " ":guilabel:`Create` from the drop-down menu. All pricelists can be modified " "at any time, by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`. Pricelists can also be created on that specific " ":guilabel:`Pricelists` page, as well." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:276 msgid "" "After the desired pricelist is added to the row, designate a :guilabel:`Min." " Quantity` for the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280 msgid "" "If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the " ":guilabel:`Price` column will be applied to orders of 2 or more products. " "So, in theory, if a single product costs $100, customers can be encouraged " "to buy more, if the :guilabel:`Price` is set at $85 per product for a " ":guilabel:`Min. Quantity` of `2` products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:285 msgid "" "Next, enter the desired amount in the :guilabel:`Price` column. Then, if " "needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the " "product's price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "" "And lastly, if working in a multi-company environment, select which company " "this price rule should be applied to in the :guilabel:`Company` field. " "Leaving this field blank means the price rule applies for all companies in " "the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:292 msgid "" "Click away from the row to activate Odoo's auto-save capability, meaning " "that newly-created price rule is now ready to be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:295 msgid "" "Proceed to add as many unique price rules per product as desired. There is " "no limit to how many price rules can be added per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:298 msgid "" "With the price rule(s) in place for a specific product, customers who fall " "into those corresponding pricelists automatically see those new prices " "applied. The number of price rules applied to a particular product are also " "displayed in the :guilabel:`Extra Prices` smart button, located on every " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" "When a price rule/pricelist is added to a product via the :guilabel:`Extra " "Prices` smart button, it is also reflected on the pricelist itself. " "Similarly, when a price rule for a specific product is added to a pricelist," " it is also reflected on the product form via the :guilabel:`Extra Prices` " "smart button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:314 msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:318 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " "enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " ":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule " "is configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 msgid "Price computation" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " "enter the desired discount percentage in the :guilabel:`Discount` field that" " appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The various formula computation options present in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:364 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " ":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the " "advanced price rule formula will be based on." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:368 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:372 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " ":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is " "often seen in retail situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " "desired figure in the :guilabel:`Rounding Method` field. The rounding method" " sets the price so that it is a multiple of the value in the field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:391 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:393 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " ":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to " "`-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 msgid "Conditions" msgstr "Умови" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:408 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:413 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " ":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product " "Variant` must be chosen." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:424 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:428 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "Керуйте вашими товарами" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "How to import Products with Categories and Variants" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:11 msgid "How to customize the file" msgstr "Як налаштувати файл" #: ../../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 "" #: ../../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 "" "Встановіть унікальний ID для кожного окремого запису, перетягнувши " "послідовність ID." #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:24 msgid "Why an “ID” column?" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:32 msgid "Import relation fields (see here below)." msgstr "Пов'язані поля імпорту (див. Нижче)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "How to import relation fields" msgstr "Як імпортувати пов'язані поля" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Automatically get product images with Google Images" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 msgid "This functionnality requires configuration both on Google and on Odoo." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 msgid "Google API dashboard" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 msgid "Save your **API Key**. You'll need it for the next step in Odoo!" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 msgid "Enable the API." msgstr "Увімкніть 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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 msgid "Google Programmable Search dashboard" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 msgid "Automatically get your product images in Odoo" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 msgid "On the list view, select the products that needs an image." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "You should see your images appearing incrementally." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 msgid "Product variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics, such as size and color. Products using variants can be " "managed at the product template level (for all attributes and variants of " "that product), and/or at the variant level (for individual variants)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:9 msgid "" "As an example, a company selling t-shirts may have the following product:" msgstr "Наприклад, компанія, що продає футболки, може мати такий товар:" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:11 msgid "T-shirt" msgstr "T-shirt" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "Color: Blue, Red, White, Black" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:131 msgid "Size: S, M, L, XL, XXL" msgstr "Розмір: S, M, L, XL, XXL" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:16 msgid "" "In this example, the **T-Shirt** is the product template, and **T-Shirt, S, " "Blue** is a product variant. **Color** and **size** are the attributes. " "**S** and **Blue** are values." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:19 msgid "" "The above example has a total of 20 different product variants (5 sizes x 4 " "colors). Each one of these has its own inventory, sales, etc." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "Activating product variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:28 msgid "" "To use product variants, go to :menuselection:`Sales --> Configuration --> " "Settings --> Product Catalog`, and enable the :guilabel:`Variants` feature. " "Finally, click :guilabel:`Save` to apply the setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Activating product variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:37 msgid "Creating attributes" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "Attributes need to be created before product variants can be set up. " "Attributes can be accessed via :menuselection:`Sales --> Configuration --> " "Products --> Attributes`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:43 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 "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:47 msgid "" "To create a new attribute, click :guilabel:`Create`. First, choose an " "attribute name, such as \"Color\" or \"Size.\"" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Attribute creation window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:54 msgid "" "Then, select a :guilabel:`Display Type`, which determines how this product " "will be shown on the :guilabel:`eCommerce` page, :guilabel:`Point of Sale` " "dashboard, and :guilabel:`Product Configurator`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:58 msgid ":guilabel:`Radio`: options appear in a bullet style list." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:59 msgid ":guilabel:`Select`: options appear in a dropdown menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" ":guilabel:`Color`: options appear as small colored squares, which reflect " "any HTML color codes set." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "The :guilabel:`Variants Creation Mode` informs Odoo when to automatically " "create a new variant once an attribute is added to a product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:72 msgid "" ":guilabel:`Dynamically`: creates variants only when corresponding attributes" " and values are added to a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 msgid ":guilabel:`Never`: never automatically creates variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:79 msgid "" "Values should be added to an attribute before saving, but more values can be" " added at any time, if needed. To add a value, click :guilabel:`Add a line`." " From there, you can:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 msgid "Type in the value's name." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:83 msgid "" "Check a box to indicate whether or not the value is custom (i.e. the " "customer provides unique specifications)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:85 msgid "" "Specifically for colors, add an HTML color code to make it even easier for " "salespeople and customers to know what they're selecting." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:88 msgid "" "A color code can be selected either by dragging the slider around or by " "entering a specific HTML color code (e.g. #FF0077)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Selecting a color." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 msgid "Finally, click :guilabel:`Save` to finish creating the attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:98 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 "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 msgid "" "After an attribute is added to a product, a new tab appears on the " "attribute's page called :guilabel:`Related Products`. This tab lists every " "product in the database that is currently using the attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 msgid "Creating product variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 msgid "" "After creating an attribute, use the attribute to create a product variant " "by going to :menuselection:`Sales --> Products --> Products`. Then, select " "an existing product and click :guilabel:`Edit`, or create a new product by " "clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:112 msgid "" "The :guilabel:`Variants` smart button at the top of the product template " "indicates the number of currently configured variants on the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:115 msgid "" "To add a new variant, click on the :guilabel:`Variants` tab, then click on " ":guilabel:`Add a line` to add any attributes and values. When all the " "attributes and values have been added, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:124 msgid "Managing product exclusions" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:126 msgid "" "The following examples are all based on a product template that has two " "attributes:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 msgid "T-Shirt" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "Color: Blue, Red, White" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:133 msgid "" "With the above product template, there are 15 different t-shirt variants in " "three different colors and five different sizes. If the white t-shirts are " "not available in the XXL size, then that variant can be deactivated." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 msgid "" "To deactivate a particular product variant, go to :menuselection:`Sales --> " "Products --> Products` and select the relevant product. Next, click on the " ":guilabel:`Configure` button next to the relevant attribute value. Then " "select the relevant value (in this example, the :guilabel:`White Color` " "attribute), and then click on :guilabel:`Edit`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:142 msgid "" "In the :guilabel:`Exclude for` section, click :guilabel:`Add a line` and " "select any product(s) and/or specific attribute values that are currently " "unavailable. Finally, click :guilabel:`Save` to apply the setting, and Odoo " "will automatically show the product variant as unavailable on the eCommerce " "page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Excluding attributes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 msgid "Setting a price per variant" msgstr "Встановлення ціни за варіант" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:154 msgid "" "Extra costs can be added to a product's standard price for specific product " "variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:156 msgid "" "To do this, open :menuselection:`Sales --> Products --> Products`, and click" " on the relevant product. Next, click on :guilabel:`Configure Variants` to " "access the list of product variant values." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:160 msgid "" "Then, click on a variant value, and :guilabel:`Edit`. In the " ":guilabel:`Value Price Extra` field, type in the additional cost for this " "particular value. This amount is added to the standard price. Finally, click" " :guilabel:`Save` to apply the extra price to the value." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Value Price Extra setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "Impact of variants" msgstr "Вплив варіантів" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:171 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 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. For example, a red shirt's cost is $23 because the shirt's " "template price is $20, plus an additional $3 for the red color variant. " "Pricelist rules can be configured to apply to the product template or to the" " variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:180 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 "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:184 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:187 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Process returns and refunds" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "" "The :guilabel:`Sales` app provides two different ways to process returns " "based on whether an invoice has been sent or not." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "" "Returns are completed using *Reverse Transfers* when a customer decides to " "return a product before an invoice has been sent or validated." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use Reverse Transfers, the :guilabel:`Inventory` app must also " "be installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "" "To start a return, open the :guilabel:`Sales` app, navigate to the " "customer's sales order, and click on the :guilabel:`Delivery` smart button " "to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:20 msgid "" "On the validated delivery order, click :guilabel:`Return` to open the " ":guilabel:`Reverse Transfer` pop-up window. By default, the " ":guilabel:`Quantity` matches the validated quantities from the delivery " "order. Update the quantities if necessary. Click on the trash icon next to a" " line item to remove it from the return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Reverse Transfer\" pop-up window, to make a return before invoicing " "the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:29 msgid "" "Next, click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned product(s). Upon receiving the" " return, the warehouse team validates the warehouse operation. Then, on the " "original sales order, the :guilabel:`Delivered` quantity will reflect the " "difference between the initial validated quantities and the returned " "quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:38 msgid "" "When an invoice is created, the customer receives an invoice only for the " "products they are keeping." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:42 msgid "After invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:44 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. However, " "*Reverse Transfers* can be used in conjunction with *Credit Notes* to " "complete the customer's return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:49 msgid "" "To start a return, navigate to the relevant sales order. If there is a " "payment registered on the sales order, then the payment details will appear " "in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`" " smart button) will have a green banner across it." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:53 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. Next, edit the " ":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and " "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. Then, on the sales order, the " ":guilabel:`Delivered` quantity will reflect the difference between the " "initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:61 msgid "" "To process a refund, navigate to the relevant invoice (from the sales order," " click on the :guilabel:`Invoices` smart button). Click :guilabel:`Add " "Credit Note` from the validated invoice." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Credit Note\" pop-up window, to issue a credit to the customer after " "invoicing." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:68 msgid "" "A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to " "use to process the credit can be specified. If a :guilabel:`Specific " "Reversal Date` is selected, then a :guilabel:`Refund Date` must also be " "selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "" "After the information is filled in, click :guilabel:`Reverse`. Then, " ":guilabel:`Edit` the draft as needed, and finally, click :guilabel:`Confirm`" " to confirm the credit note." msgstr "" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "Надішліть комерційні пропозиції" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:52 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:90 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 msgid "Settings" msgstr "Налаштування" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "Contact form configuration" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60 msgid "Address added to quotations" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Get paid to confirm an order" msgstr "Отримайте плату, щоб підтвердити замовлення" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "In general, online payments are considered as a fast and secure alternative " "to traditional payment methods. It is generally cheaper, easier and faster " "than other payment methods. It is particularly useful and efficient for " "international transactions. With Odoo Sales, you can use online payments to " "get automatic orders confirmation. Online payments are made instantly, so " "it's very convenient and saves lots of time in a basic sales process." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 msgid "Enable online payment" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 msgid "" "Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" " **Online Payment** feature." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "How to enable online payment on Odoo Sales?" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 msgid "" "There, you will have direct access to the **Payment Providers** page. It " "will allow you to select and configure your providers of choice. Before " "creating or modifying a payment provider, be sure to check out our " "documentation about how to be paid with payment providers such as " ":doc:`/applications/finance/payment_providers/paypal`, " ":doc:`/applications/finance/payment_providers/authorize`, and others in the " ":doc:`/applications/finance/payment_providers` documentation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 msgid "" "If you are familiar with this documentation: :doc:`quote_template`; you can " "activate or not the **Online Payment** feature for each template you use, " "under their confirmation tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "Register a payment" msgstr "Зареєструйте оплату" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 msgid "" "After opening quotations from their received email, your customers will have" " different possibilities to make their online payments. For example:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "How to register a payment on Odoo Sales?" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 msgid "" "By clicking on the **Customer Preview** button, you will be able to see what" " your customers will have to choose when it comes to payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 msgid ":doc:`/applications/finance/payment_providers`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 msgid ":doc:`/applications/finance/payment_providers/paypal`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 msgid ":doc:`/applications/finance/payment_providers/authorize`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "" #: ../../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 automatically notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 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. Then, click the :guilabel:`Save` button in the " "top-left corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "How to enable online signature in Odoo Sales settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:23 msgid "" "On quotation templates, the :guilabel:`Online Signature` feature is located " "under the :guilabel:`Confirmation` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "How to enable online signature on a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:30 msgid "" "On standard quotations, the :guilabel:`Online Signature` feature is located " "under the :guilabel:`Other Info` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "How to enable online signature on standard quotations." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:38 msgid "Order confirmations with online signatures" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:40 msgid "" "When quotations are sent to clients, there's an option for them to " ":guilabel:`Sign & Pay` directly on the quotation in the online customer " "portal. When clicked, clients have the option to draw a signature, fill in " "the field with an automated signature, or load a file from their computer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "How to confirm an order with a signature on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:48 msgid "" "Once signed, the various payment method options become available. Then, when" " the quotation is paid and confirmed, a delivery order is automatically " "created (if the Odoo *Inventory* app is installed)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:24 msgid "" "Click the :guilabel:`Customer Preview` button to reveal a preview of the " "quotation customers would receive via email, along with the optional " "products they have a chance of adding to their order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:0 msgid "Preview your quotations on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:32 msgid "" "In practice, 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. If a customer selects all the optional " "products suggested, these additional items are automatically filled in on " "the quotation that is managed by the salesperson." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to select optional products on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:41 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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to follow each movement made by your customers on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:51 msgid "Optional products on quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:54 msgid "" "Be sure to review the documentation on how to " ":doc:`/applications/sales/sales/send_quotations/quote_template` to better " "understand how quotation templates work before reading the following " "information." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:58 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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:61 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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65 msgid "" "On the quotation form, click :guilabel:`Edit`, then click the " ":guilabel:`Optional Products` tab. Under the :guilabel:`Optional Products` " "tab, click :guilabel:`Add a line`, and select the desired product to add as " "an optional product to the quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:70 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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:74 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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:77 msgid "" "When the desired optional product(s) have been added, click :guilabel:`Save`" " to save all changes." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:80 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:82 msgid "" "The products added in the :guilabel:`Optional Products` tab are present in " "the quotation, by default, whenever that particular quotation template is " "used." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "" "How to add optional products to your quotation templates on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Use product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " "Product Configurator, Variant Grid Entry, or both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " ":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " "and activate one or both of the :guilabel:`Product Configurator` and " ":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " "apply the settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Activating entry type settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 msgid "" "After saving the settings, configure the product form. Head over to " ":menuselection:`Sales --> Products --> Products` and select any product (or " "click :guilabel:`Create` to create a new one). On the product form, click " ":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " ":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " "Configurator` or :guilabel:`Order Grid Entry`. This selection determines " "which method is used to add the product to quotations or sales orders. " "Finally, click :guilabel:`Save` to apply the setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 msgid "" "The product must have at least two variants (one attribute with two values) " "created in order for the :guilabel:`Sales Variant Selection` option to " "appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " "attributes and values to this product and create product variants." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Use the Product Configurator" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "The :guilabel:`Product Configurator` appears on a quotation or sales order " "when products are added that have both variants configured and the " ":guilabel:`Product Configurator` option selected." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "The :guilabel:`Product Configurator` lets salespeople choose exactly which " "product variant to add to the quotation or sales order using a format " "similar to online shopping. Color options display any HTML color codes set " "up in the :guilabel:`Color` attribute. Features with an additional cost will" " display the additional cost next to their name. Once the desired product " "variant attributes are selected, click :guilabel:`Add` to add the product " "variant to the quotation or sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 msgid "" "By default, the product variant attributes are displayed on the quotation or" " sales order in the :guilabel:`Description` column, but the " ":guilabel:`Product Variant` column can be added through the additional " "options menu (3 vertical dots icon)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 msgid "Use Variant Grid Entries" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 msgid "" ":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " "products are added that have both variants configured and the " ":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " "process of creating large, varied quotations by letting salespeople enter " "exact quantities of each product variant all at once." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 msgid "" ":guilabel:`Variant Grid Entry` displays a grid of every variant available " "for the selected product. Choose the exact quantities of each product " "variant for a quotation or sales order by typing in the number or using the " "arrows. :guilabel:`Not Available` is displayed when a particular variant has" " been deactivated in the database. Once all the product variants and their " "quantities have been set, click :guilabel:`Confirm` to add them to the " "quotation or sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Variant Grid Entry pop-up." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" "Each product variant appears as an individual line item on the quotation or " "sales order, because each of these items has its own stock." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Line items for grid variants." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3 msgid "PDF quote builder" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5 msgid "" "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send " "customers a fully customized PDF file for quotes, showcasing the company and" " products, with various information and design elements, instead of just " "showing the price and total." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9 msgid "" "The PDF Quote Builder groups header pages, product descriptions, the " "price(s), and footer pages to create a detailed quote. It can also inject " "dynamic texts in the PDF to personalize the offer for the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13 msgid "" "Having a customized PDF in quotes provides a heightened conclusion to the " "shopping experience for customers, and adds an elegant level of " "professionalism to a company." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:22 msgid "" "In order to add custom PDF files for quotes, the :guilabel:`PDF Quote " "builder` feature *must* be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:25 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Then, on the :guilabel:`Settings` page, scroll to the " ":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote" " builder` feature." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "The PDF Quote Builder feature located on the Settings page of the Sales " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:33 msgid "" "Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be " "uploaded. To upload either, click the :guilabel:`Upload your file` button, " "or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and " "proceed to locate, select, and upload the desired PDF file." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:38 msgid "" "Headers and footers can also be added directly in a quotation template, so " "it's possible to have different variations per template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:41 msgid "" "Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and " "replaces the blank field with an :guilabel:`Upload your file` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:44 msgid "" "Once the desired PDF file(s) are uploaded in the appropriate fields in the " ":guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` " "page, be sure to click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:47 msgid "The files uploaded here will be the default PDF used for all quotes." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:50 msgid "Values set in the PDF Quote Builder settings are company-specific." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:53 msgid "Dynamic text in PDFs" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:55 msgid "" "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-" "fill the PDF content with information related to the quote from the Odoo " "database, like names, prices, etc." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:58 msgid "" "Dynamic text values are form components (text inputs) that can be added in a" " PDF file, and Odoo automatically fills those values in with information " "related to the quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62 msgid "Dynamic text values" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:64 msgid "" "Below are common dynamic text values used in custom PDFs, and what they " "represent:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 msgid ":guilabel:`name`: Sales Order Reference" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:67 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:69 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 msgid ":guilabel:`amount_total`: Total Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72 msgid ":guilabel:`validity_date`: Expiration Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 msgid "" "Double underscore notation for :guilabel:`partner_id__name` and " ":guilabel:`user_id__name` values are used in place of the typically used `.`" " symbol because the library currently does not support the `.` symbol." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80 msgid "Product-specific dynamic text values are as follows:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:82 msgid ":guilabel:`description`: Product Description" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83 msgid ":guilabel:`quantity`: Quantity" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:85 msgid ":guilabel:`price_unit`: Price Unit" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86 msgid ":guilabel:`discount`: Discount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid "" "When a PDF is built, it's best practice to use common dynamic text values " "(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the " "database, Odoo auto-populates those fields with the information from their " "respective fields." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid "" "In this case, Odoo would auto-populate the Sales Order Reference in the " ":guilabel:`name` dynamic text field, and the Customer Name in the " ":guilabel:`partner_id_name` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 msgid "" "Once the PDF file(s) are complete, save them to the computer's hard drive, " "and proceed to upload them to Odoo via :menuselection:`Sales app --> " "Configuration --> Settings --> PDF Quote builder`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:107 msgid "" "Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer " "pages` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109 msgid "Once the upload(s) are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:112 msgid "Add PDF to product" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:114 msgid "" "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. " "When a PDF is added to a product, and that product is used in a quotation, " "that PDF is also inserted in the final PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:117 msgid "" "To add a custom PDF to a product, start by navigating to " ":menuselection:`Sales app --> Products --> Products`, and select the desired" " product to which a custom PDF should be added." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121 msgid "" "A document could also be added to a product variant, instead of a product. " "If there are documents on a product *and* on its variant, **only** the " "documents in the variant are shown." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:124 msgid "" "To add a custom document to a product variant, navigate to " ":menuselection:`Sales app --> Products --> Product Variants`. Select the " "desired variant, click the :guilabel:`Documents` smart button, and proceed " "to upload the custom document(s) to the specific product variant." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128 msgid "" "On the product page, click the :guilabel:`Documents` smart button at the top" " of the page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:134 msgid "" "Doing so reveals a separate :guilabel:`Documents` page for that product, " "wherein files related to that product can be uploaded. From this page, " "either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:137 msgid "" "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the" " desired document. Then, the document can be further configured on the " "document card, or by clicking the three dots icon in the top right corner of" " the document card, and then clicking :guilabel:`Edit`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141 msgid "" "Clicking :guilabel:`New` reveals a blank documents form, in which the " "desired PDF can be uploaded via the :guilabel:`Upload your file` button on " "the form, located in the :guilabel:`File Content` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "A standard document form with various fields for a specific product in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:149 msgid "" "Various information and configurations related to the uploaded document can " "be modified here." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:151 msgid "" "The first field on the documents form is for the :guilabel:`Name` of the " "document, and it is grayed-out (not clickable) until a document is uploaded." " Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated " "with the name of the PDF, and it can then be edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155 msgid "" "Prior to uploading a document, there's the option to designate whether the " "document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` " "drop-down field menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:163 msgid "" "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to " ":guilabel:`File`, and it cannot be modified." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:166 msgid "" "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field," " click the drop-down menu, and select either: :guilabel:`Quotation`, " ":guilabel:`Confirmed order`, or :guilabel:`Inside quote`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 msgid "" ":guilabel:`Quotation`: the document is sent to (and accessible by) customers" " at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:172 msgid "" ":guilabel:`Confirmed order`: the document is sent to customers upon the " "confirmation of an order. This is best for user manuals and other " "supplemental documents." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:175 msgid "" ":guilabel:`Inside quote`: the document is included in the PDF of the " "quotation, between the header pages and the :guilabel:`Pricing` section of " "the quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179 msgid "" "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` " "field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, " "the PDF is visible on the quotation the in the *customer portal* under the " ":guilabel:`Documents` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:187 msgid "" "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to " ":guilabel:`Show on product page` on the front-end (in the online store)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 msgid "" "When the :guilabel:`Show on product page` option is enabled, a link to the " "uploaded document, `Sample Builder.pdf`, appears on the product's page, " "located on the frontend in the online store." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:194 msgid "" "It appears beneath a :guilabel:`Documents` heading, with a link showcasing " "the name of the uploaded document." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Showing a link to an uploaded document on a product page using Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:202 msgid "PDF quote" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:204 msgid "" "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the" " option to print the confirmed quote to check for errors, or to keep for " "records." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:207 msgid "" "To print the PDF quote, navigate to the confirmed quote, and click the " ":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down " "menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "Print pdf quote option on drop-down menu located on confirmed sales order in" " Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:215 msgid "" "Doing so instantly downloads the PDF quote. When opened, the PDF quote, " "along with the configured product PDF that was set to be visible inside the " "quote, can be viewed and printed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219 msgid "" "Download these :download:`PDF quote builder examples " "` for added reference." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "Шаблони пропозиції" #: ../../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 product or service offerings that the business offers. " "By using these templates, quotations can be tailored and sent to customers " "at a much faster pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:15 msgid "" "Begin by activating the setting in :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations & " "Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:18 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 "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:26 msgid "" "Also, upon activating the :guilabel:`Quotation Template` feature, an " "internal :guilabel:`➡️ Quotation Templates` link appears beneath the " ":guilabel:`Default Template` field. Clicking that link reveals the " ":guilabel:`Quotation Templates` page, from which templates can be created, " "viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:32 msgid "" "Consider activating the :guilabel:`PDF Quote Builder` option in the " ":guilabel:`Settings`, as well, which is located in the right column beside " "the :guilabel:`Quotation Templates` option. This feature enables the " "creation of beautiful quotations using various PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "" "Before leaving the :guilabel:`Settings` page, don't forget to click the " ":guilabel:`Save` button to activate the feature(s) and save all changes made" " during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:41 msgid "Create quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:43 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 "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`Create` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized in a number of ways." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "" #: ../../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. 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 "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:58 msgid "" "In the :guilabel:`Company` field, designate to which company this quotation " "template applies, if working in a multi-company environment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:61 msgid "" "Beneath those fields are three tabs: :guilabel:`Lines`, :guilabel:`Optional " "Products`, :guilabel:`Confirmation`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking `Add a" " section` (and dragging/dropping section headers accordingly), and further " "explained with discretionary information (such as warranty details, terms, " "etc.) by clicking :guilabel:`Add a note`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "compatible cross-selling product related to the original items in the " ":guilabel:`Lines` tab, if applicable. The products added here ideally " "compliment the original offering as added value for the prospective buyer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:73 msgid "" "Lastly, in the :guilabel:`Confirmation` tab, enable options, as needed, to " "require an :guilabel:`Online Signature` and/or an :guilabel:`Online " "Payment`, which each allow buyers to confirm orders automatically using the " "web portal view after the required action is taken." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:77 msgid "" "There's also an option to add a :guilabel:`Confirmation Mail` to the " "quotation template, as well - meaning whenever this template is used, and an" " order is confirmed, an email is sent to the customer informing them that " "their order has been confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Allow customers to sign electronically or to pay online on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:87 msgid "Use quotation templates" msgstr "Використовуйте шаблони комерційної пропозиції" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 msgid "" "When creating a quotation (:menuselection:`Sales app --> Create`), choose a " "preconfigured template in the :guilabel:`Quotation Template` field drop-down" " menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Select a specific template on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 msgid "" "To view what the customer will see, click the :guilabel:`Customer Preview` " "smart button to see how the quotation template will look on the front-end of" " the website." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" "Go to :menuselection:`Sales --> Configuration --> Settings` to select a " ":guilabel:`Default Template`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 msgid "" ":doc:`/applications/sales/sales/send_quotations/get_signature_to_validate`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:105 msgid ":doc:`/applications/sales/sales/send_quotations/get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Підписки" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:28 msgid "Subscription quotations" msgstr "" #: ../../content/applications/sales/subscriptions.rst:31 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:36 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:42 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" #: ../../content/applications/sales/subscriptions.rst:48 msgid "Confirmation" msgstr "Підтвердження" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:60 msgid "Automatic payments" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:72 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature " "`. This ensures that the customer " "is automatically charged at each new period." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automatic alerts" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20 msgid "Create a new automatic alert" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "New automatic alert in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Satisfaction survey in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:63 msgid "Modify an existing automatic alert" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Modify an existing automatic alert in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close a subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "Configuration to close your subscription with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst:49 msgid "Close your first subscription" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "Administrator view" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from an administration point of view with Odoo " "Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "What happens when you close your subscription with Odoo Subscriptions?" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "Customer view" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from a customer point of view with Odoo " "Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription with Odoo " "Subscriptions?" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription in Odoo Subscriptions?" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Use subscriptions in the eCommerce shop" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:16 msgid "" ":doc:`Configure subscription products " "`" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Product variants " "`" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "Create recurrence periods as product variants" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Product variants on the \"Time-based pricing\" tab of the product form." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:48 msgid "" "The product variants are now available for selection on the eCommerce " "product page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants on the eCommerce product " "page." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" "By integrating closely with the Odoo *Sales* app, the *Subscriptions* app " "enables users to sell subscription products alongside regular sales " "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, first make sure that the *recurrence " "periods* are configured as needed." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:17 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:20 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions --> " "Configuration --> Recurrence Periods`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:23 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured: Daily, Monthly, Quarterly, Weekly, Yearly, 3 Years, and 5 Years." " These can be edited as needed, and any number of new recurrence periods can" " be added." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:27 msgid "" "To create a new recurrence period, click :guilabel:`New` on the recurrence " "periods dashboard. Then, type in the :guilabel:`Name` and " ":guilabel:`Duration` of the recurrence period, and select the " ":guilabel:`Unit` that defines the duration." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid "" "To create a recurrence period for a subscription that will renew every two " "weeks, set the :guilabel:`Duration` to `2` and the :guilabel:`Unit` to " "`Weeks`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "A recurrence period of 2 weeks." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:40 msgid "Configure the product form" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:42 msgid "" "To create a new subscription product, navigate to the " ":menuselection:`Subscriptions` app. Then go to :menuselection:`Subscriptions" " --> Products`, and click :guilabel:`New` to create a new product. Enter a " ":guilabel:`Product Name`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:46 msgid "" "The :guilabel:`Product Type` for the new product is automatically set to " ":guilabel:`Service`. Subscription products can be set to other types as " "well; however, they currently *cannot* be set to :guilabel:`Storable " "Product`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:50 msgid "" "The new product automatically has the :guilabel:`Recurring` checkbox " "activated. This enables Odoo to recognize it as a subscription product. Be " "sure to leave the :guilabel:`Recurring` and :guilabel:`Can be Sold` options " "enabled." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The \"Recurring\" checkbox on the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:59 msgid "Time-based pricing" msgstr "Ціна на основі часу" #: ../../content/applications/sales/subscriptions/products.rst:61 msgid "" "Next, configure the :guilabel:`Time-based pricing` tab on the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" "Click :guilabel:`Add a price` to begin defining recurring prices. In the " ":guilabel:`Period` column, select a recurrence period. In the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:68 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods cannot be used on recurring" " products." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:70 msgid "" "Add as many lines as needed to the :guilabel:`Time-based pricing` table." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:73 msgid "" "An existing product can be made into a subscription product simply by " "marking it as :guilabel:`Recurring` and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:76 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 "" #: ../../content/applications/sales/subscriptions/products.rst:82 msgid "" "Use :doc:`pricelists " "` with " "subscription products to give special pricing to customers included in " "pricelists. This can be configured either in the :guilabel:`Time-based " "pricing` tab of the product form, or on the pricelist form in the *Sales* " "app." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:87 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 "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:94 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:97 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form. To do this, go to :menuselection:`Sales --> Products --> Pricelists` " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." " In the :guilabel:`Time-based rules` tab, click :guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:101 msgid "" "Then, select a subscription product in the :guilabel:`Products` column, and " "select a recurrence period in the :guilabel:`Period` column. Enter a " ":guilabel:`Price` for that particular product and period. Add as many lines " "as needed." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:105 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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew a subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:23 msgid "Renew your first subscription" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew your subscription with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Customer preview of a renewal with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renew a quotation with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renewal as Subscription Management form in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "Visualize your subscriptions to renew" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "" "List view of all subscriptions and use of the filter to renew in Odoo " "Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" msgstr "Звіти" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Difference between MRR and ARR in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst:35 msgid "**Logo Churn**: It corresponds to the subscription cancellation rate." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:37 msgid "" "**Revenue Churn**: It corresponds to the monthly recurring revenue loss " "rate." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:40 msgid "Let's imagine a 2$ increase in a subscription service." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "" "Therefore, the 56$ of MRR difference out of the initial 600$ causes a " "**Revenue Churn**" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "of 9,33%." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "Difference between logo churn and revenue churn in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst:57 msgid "" "Check out the different kinds of reports you can access from the **Odoo " "Subscriptions** application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:61 msgid "Subscriptions analysis report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Subscriptions analysis report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:74 msgid "Retention analysis report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Retention analysis report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:86 msgid "Revenue KPIs report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Revenue KPIs report in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Detailed MRR report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "Salesperson dashboard report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 msgid "Upsell a subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:36 msgid "Upsell your first subscription" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell your subscription with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Add products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Visualize all your subscriptions updates with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "List view of all sales orders created for a subscription" msgstr "" #: ../../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 ""