# SOME DESCRIPTIVE TITLE. # Copyright (C) 2015, Odoo S.A. # This file is distributed under the same license as the Odoo Business package. # # Translators: # Rojas Pablo , 2015 msgid "" msgstr "" "Project-Id-Version: Odoo 9.0 Documentation\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2015-11-24 11:08+0100\n" "PO-Revision-Date: 2015-11-25 09:03+0000\n" "Last-Translator: Martin Trigaux\n" "Language-Team: Spanish (http://www.transifex.com/odoo/odoo-9-doc/language/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: es\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../sales.rst:5 msgid "Sales" msgstr "Ventas" #: ../../sales/advanced.rst:3 msgid "Advanced Topics" msgstr "Temas avanzados" #: ../../sales/advanced/discount.rst:3 msgid "How to grant automatic discounts to loyal customers?" msgstr "¿Cómo conceder descuentos automáticos a los clientes leales?" #: ../../sales/advanced/portal.rst:3 msgid "How to give portal access rights to my customers?" msgstr "¿Cómo dar permisos de acceso portal a mis clientes?" #: ../../sales/advanced/recurring.rst:3 msgid "How to automate recurring contracts?" msgstr "¿Cómo automatizar contratos periódicos?" #: ../../sales/advanced/time_material.rst:3 msgid "Time & Material" msgstr "Tiempo & Material" #: ../../sales/invoicing.rst:3 msgid "Invoicing Method" msgstr "Método de facturación" #: ../../sales/invoicing/misc.rst:3 msgid "Miscellaneaous" msgstr "Varios" #: ../../sales/invoicing/misc/deposit.rst:3 msgid "How to make a deposit invoice for a sale order?" msgstr "¿Cómo presentar una factura de depósito para una orden de venta?" #: ../../sales/invoicing/products.rst:3 msgid "Products" msgstr "Productos" #: ../../sales/invoicing/products/delivery.rst:3 msgid "How to invoice based on delivery orders?" msgstr "¿Cómo facturar en base a órdenes de entrega?" #: ../../sales/invoicing/services.rst:3 msgid "Services" msgstr "Servicios" #: ../../sales/invoicing/services/milestones.rst:3 msgid "How to invoice milestones of a project?" msgstr "¿Cómo facturar hitos de un proyecto?" #: ../../sales/invoicing/services/milestones.rst:5 msgid "" "There are different kind of service sales: prepaid volume of hours/days " "(e.g. support contract), billing based on time and material (e.g. billing " "consulting hours) or a fixed price contract (e.g. a project)." msgstr "" #: ../../sales/invoicing/services/milestones.rst:9 msgid "" "In this section, we will have a look at how to invoice milestones of a " "project." msgstr "" #: ../../sales/invoicing/services/milestones.rst:12 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. For example, a marketing agency" " hired for a new product launch could break down a project into the " "following milestones, each of them considered as one service with a fixed " "price on the sale order :" msgstr "" #: ../../sales/invoicing/services/milestones.rst:19 msgid "Milestone 1 : Marketing strategy audit - 5 000 euros" msgstr "" #: ../../sales/invoicing/services/milestones.rst:21 msgid "Milestone 2 : Brand Identity - 10 000 euros" msgstr "" #: ../../sales/invoicing/services/milestones.rst:23 msgid "Milestone 3 : Campaign launch & PR - 8 500 euros" msgstr "" #: ../../sales/invoicing/services/milestones.rst:25 msgid "" "In this case, an invoice will be sent to the customer each time a milestone " "will be successfully reached. That 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 times." msgstr "" #: ../../sales/invoicing/services/milestones.rst:32 msgid "" "You can also use milestones to invoice percentages of the entire project. " "For example, for a million euros project, your company might require a 15% " "upfront payment, 30% at the midpoint and the balance at the contract " "conclusion. In that case, each payment will be considered as one milestone." msgstr "" #: ../../sales/invoicing/services/milestones.rst:39 #: ../../sales/invoicing/services/reinvoice.rst:26 #: ../../sales/invoicing/services/reinvoice.rst:95 #: ../../sales/invoicing/services/support.rst:17 #: ../../sales/quotation/setup/first_quote.rst:21 msgid "Configuration" msgstr "" #: ../../sales/invoicing/services/milestones.rst:42 msgid "Install the Sales application" msgstr "" #: ../../sales/invoicing/services/milestones.rst:44 #: ../../sales/invoicing/services/reinvoice.rst:28 msgid "" "In order to sell services and to send invoices, you need to install the " "**Sales** application, from the **Apps** icon." msgstr "" #: ../../sales/invoicing/services/milestones.rst:51 msgid "Create products" msgstr "" #: ../../sales/invoicing/services/milestones.rst:53 msgid "" "In Odoo, each milestone of your project is considered as a product. From the" " **Sales** application, use the menu :menuselection:`Sales --> Products`, " "create a new product with the following setup:" msgstr "" #: ../../sales/invoicing/services/milestones.rst:57 msgid "**Name**: Strategy audit" msgstr "" #: ../../sales/invoicing/services/milestones.rst:59 #: ../../sales/invoicing/services/support.rst:50 msgid "**Product Type**: Service" msgstr "" #: ../../sales/invoicing/services/milestones.rst:61 msgid "" "**Invoicing Policy**: Delivered Quantities, since you will invoice your " "milestone after it has been delivered" msgstr "" #: ../../sales/invoicing/services/milestones.rst:64 msgid "" "**Track Service**: Manually set quantities on order, as you complete each " "milestone, you will manually update their quantity from the **Delivered** " "tab on your sale order" msgstr "" #: ../../sales/invoicing/services/milestones.rst:72 msgid "Apply the same configuration for the others milestones." msgstr "" #: ../../sales/invoicing/services/milestones.rst:75 msgid "Managing your project" msgstr "" #: ../../sales/invoicing/services/milestones.rst:78 msgid "Quotations and sale orders" msgstr "" #: ../../sales/invoicing/services/milestones.rst:80 msgid "" "Now that your milestones (or products) are created, you can create a " "quotation or a sale order with each line corresponding to one milestone. For" " each line, set the **Ordered Quantity** to ``1`` as each milestone is " "completed once. Once the quotation is confirmed and transformed into a sale " "order, you will be able to change the delivered quantities when the " "corresponding milestone has been achieved." msgstr "" #: ../../sales/invoicing/services/milestones.rst:91 msgid "Invoice milestones" msgstr "" #: ../../sales/invoicing/services/milestones.rst:93 msgid "" "Let's assume that your first milestone (the strategy audit) has been " "successfully delivered and you want to invoice it to your customer. On the " "sale order, click on **Edit** and set the **Delivered Quantity** of the " "related product to ``1``." msgstr "" #: ../../sales/invoicing/services/milestones.rst:99 msgid "" "As soon as the above modification has been saved, you will notice that the " "color of the line has changed to blue, meaning that the service can now be " "invoiced. In the same time, the invoice status of the SO has changed from " "**Nothing To Invoice** to **To Invoice**" msgstr "" #: ../../sales/invoicing/services/milestones.rst:104 msgid "" "Click on **Create invoice** and, in the new window that pops up, select " "**Invoiceable lines** and validate. It will create a new invoice (in draft " "status) with only the **strategy audit** product as invoiceable." msgstr "" #: ../../sales/invoicing/services/milestones.rst:112 msgid "" "In order to be able to invoice a product, you need to set up the " "**Accounting** application and to configure an accounting journal and a " "chart of account. Click on the following link to learn more: " ":doc:`../../../accounting/overview/getting_started/setup`" msgstr "" #: ../../sales/invoicing/services/milestones.rst:117 msgid "" "Back on your sale order, you will notice that the **Invoiced** column of " "your order line has been updated accordingly and that the **Invoice Status**" " is back to **Nothing to Invoice**." msgstr "" #: ../../sales/invoicing/services/milestones.rst:121 msgid "Follow the same workflow to invoice your remaining milestones." msgstr "" #: ../../sales/invoicing/services/milestones.rst:124 #: ../../sales/quotation/setup/first_quote.rst:127 msgid ":doc:`recurring`" msgstr "" #: ../../sales/invoicing/services/milestones.rst:125 #: ../../sales/invoicing/services/reinvoice.rst:186 #: ../../sales/invoicing/services/support.rst:159 msgid ":doc:`time_materials`" msgstr "" #: ../../sales/invoicing/services/milestones.rst:126 msgid ":doc:`reinvoice`" msgstr "" #: ../../sales/invoicing/services/milestones.rst:127 #: ../../sales/invoicing/services/reinvoice.rst:185 msgid ":doc:`support`" msgstr "" #: ../../sales/invoicing/services/recurring.rst:3 msgid "How to manage recurring invoices (through contracts)?" msgstr "¿Cómo gestionar las facturas periódicas (a través de contratos)?" #: ../../sales/invoicing/services/reinvoice.rst:3 msgid "How to re-invoice expenses to your customers?" msgstr "¿Cómo volver a facturar gastos a sus clientes?" #: ../../sales/invoicing/services/reinvoice.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 an " "employee paying a parking spot for a meeting with your client. As a company," " you would like to be able to invoice that expense to your client." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:11 msgid "" "In this documentation we will see two use cases. The first, very basic, " "consists of invoicing a simple expense to your client like you would do for " "a product. The second, more advanced, will consist of invoicing expenses " "entered in your expense system by your employees directly to your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:18 msgid "Use case 1: Simple expense invoicing" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:20 msgid "" "Let's take the following example. You are working on a promotion campaign " "for one of your customers (``Agrolait``) and you have to print a lot of " "copies. Those copies are an expense for your company and you would like to " "invoice them." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:35 msgid "Create product to be expensed" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:37 msgid "You will need now to create a product called ``Copies``." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:39 #: ../../sales/invoicing/services/reinvoice.rst:112 msgid "" "From your **Sales** module, go to :menuselection:`Sales --> Products` and " "create a product as follows:" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:42 msgid "**Product type**: consumable" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:44 msgid "" "**Invoicing policy**: on delivered quantities (you will manually set the " "quantities to invoice on the sale order)" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:51 msgid "Create a sale order" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:53 msgid "" "Now that your product is correctly set up, you can create a sale order for " "that product (from the menu :menuselection:`Sales --> Sales Orders`) with " "the ordered quantities set to 0. Click on **Confirm the Sale** to create the" " sale order. You will be able then to manually change the delivered " "quantities on the sale order to reinvoice the copies to your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:64 #: ../../sales/invoicing/services/reinvoice.rst:177 msgid "Invoice expense to your client" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:66 msgid "" "At the end of the month, you have printed ``1000`` copies on behalf of your " "client and you want to re-invoice them. From the related sale order, click " "on **Delivered Quantities**, manually enter the correct amount of copies and" " click on **Save**. Your order line will turn blue, meaning that it is ready" " to be invoiced. Click on **Create invoice**." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:73 msgid "" "The total amount on your sale order will be of 0 as it is computed on the " "ordered quantities. It is your invoice which will compute the correct amount" " due by your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:77 msgid "" "The invoice generated is in draft, so you can always control the quantities " "and change the amount if needed. You will notice that the amount to be " "invoiced is based here on the delivered quantities." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:84 msgid "Click on validate to issue the payment to your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:87 msgid "Use case 2: Invoice expenses via the expense module" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:89 msgid "" "To illustrate this case, let's imagine that your company sells some " "consultancy service to your customer ``Agrolait`` and both parties agreed " "that the distance covered by your consultant will be re-invoiced at cost." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:97 msgid "Here, you will need to install two more modules:" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:99 msgid "Expense Tracker" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:101 msgid "" "Accounting, where you will need to activate the analytic accounting from the" " settings" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:108 msgid "Create a product to be expensed" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:110 msgid "You will now need to create a product called ``Kilometers``." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:115 msgid "Product can be expensed" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:117 msgid "Product type: Service" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:119 msgid "Invoicing policy: invoice based on time and material" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:121 msgid "Expense invoicing policy: At cost" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:123 msgid "Track service: manually set quantities on order" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:129 msgid "Create a sales order" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:131 msgid "" "Still from the Sales module, go to :menuselection:`Sales --> Sales Orders` " "and add your product **Consultancy** on the order line." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:135 msgid "" "If your product doesn't exist yet, you can configure it on the fly from the " "SO. Just type the name on the **product** field and click on **Create and " "edit** to configure it." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:139 msgid "" "Depending on your product configuration, an **Analytic Account** may have " "been generated automatically. If not, you can easily create one in order to " "link your expenses to the sale order. Do not forget to confirm the sale " "order." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:148 msgid "" "Refer to the documentation :doc:`../../../accounting/others/analytic/usage` " "to learn more about that concept." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:152 msgid "Create expense and link it to SO" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:154 msgid "" "Let's assume that your consultant covered ``1.000km`` in October as part of " "his consultancy project. We will create a expense for it and link it to the " "related sales order thanks to the analytic account." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:158 msgid "" "Go to the **Expenses** module and click on **Create**. Record your expense " "as follows:" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:161 msgid "**Expense description**: Kilometers October 2015" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:163 msgid "**Product**: Kilometers" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:165 msgid "**Quantity**: 1.000" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:167 msgid "**Analytic account**: SO0019 - Agrolait" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:172 msgid "" "Click on **Submit to manager**. As soon as the expense has been validated " "and posted to the journal entries, a new line corresponding to the expense " "will automatically be generated on the sale order." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:179 msgid "You can now invoice the invoiceable lines to your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:187 msgid ":doc:`milestones`" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:188 msgid ":doc:`../products/delivery`" msgstr "" #: ../../sales/invoicing/services/support.rst:3 msgid "How to invoice a support contract (prepaid hours)?" msgstr "¿Cómo facturar un contrato de soporte (horas prepagadas)?" #: ../../sales/invoicing/services/support.rst:5 msgid "" "There are different kinds of service sales: prepaid volume of hours/days " "(e.g. support contract), billing based on time and material (e.g. billing " "consulting hours) and a fixed price contract (e.g. a project)." msgstr "" #: ../../sales/invoicing/services/support.rst:9 msgid "" "In this section, we will have a look at how to sell and keep track of a pre-" "paid support contract." msgstr "" #: ../../sales/invoicing/services/support.rst:12 msgid "" "As an example, you may sell a pack of ``50 Hours`` of support at " "``$25,000``. The price is fixed and charged initially. But you want to keep " "track of the support service you did for the customer." msgstr "" #: ../../sales/invoicing/services/support.rst:20 msgid "Install the Sales and Timesheet applications" msgstr "" #: ../../sales/invoicing/services/support.rst:22 msgid "" "In order to sell services, you need to install the **Sales** application, " "from the **Apps** icon. Install also the **Timesheets** application if you " "want to track support services you worked on every contract." msgstr "" #: ../../sales/invoicing/services/support.rst:33 msgid "Create Products" msgstr "" #: ../../sales/invoicing/services/support.rst:35 msgid "" "By default, products are sold by number of units. In order to sell services " "``per hour``, you must allow using multiple unit of measures. From the " "**Sales** application, go to the menu :menuselection:`Configuration --> " "Settings`. From this screen, activate the multiple **Unit of Measures** " "option." msgstr "" #: ../../sales/invoicing/services/support.rst:44 msgid "" "In order to sell a support contract, you must create a product for every " "support contract you sell. From the **Sales** application, use the menu " ":menuselection:`Sales --> Products`, create a new product with the following" " setup:" msgstr "" #: ../../sales/invoicing/services/support.rst:48 msgid "**Name**: Technical Support" msgstr "" #: ../../sales/invoicing/services/support.rst:52 msgid "**Unit of Measure**: Hours" msgstr "" #: ../../sales/invoicing/services/support.rst:54 msgid "" "**Invoicing Policy**: Ordered Quantities, since the service is prepaid, we " "will invoice the service based on what has been ordered, not based on " "delivered quantities." msgstr "" #: ../../sales/invoicing/services/support.rst:58 msgid "" "**Track Service**: Timesheet on contracts. An analytic account will " "automatically be created for every order containing this service so that you" " can track hours in the related account." msgstr "" #: ../../sales/invoicing/services/support.rst:66 msgid "" "There are different ways to track the service related to a sale order or " "product sold. With the above configuration, you can only sell one support " "contract per order. If your customer orders several service contracts on " "timesheet, you will have to split the quotation into several orders." msgstr "" #: ../../sales/invoicing/services/support.rst:72 msgid "" "Note that you can sell in different unit of measure than hours, example: " "days, pack of 40h, etc. To do that, just create a new unit of measure in the" " **Unit of Measure** category and set a conversion ratio compared to " "**Hours** (example: ``1 day = 8 hours``)." msgstr "" #: ../../sales/invoicing/services/support.rst:78 msgid "Managing support contract" msgstr "" #: ../../sales/invoicing/services/support.rst:81 msgid "Quotations and Sale Orders" msgstr "" #: ../../sales/invoicing/services/support.rst:83 msgid "" "Once the product is created, you can create a quotation or a sale order with" " the related product. Once the quotation is confirmed and transformed into a" " sale order, your users will be able to record services related to this " "support contract using the timesheet application." msgstr "" #: ../../sales/invoicing/services/support.rst:93 msgid "Timesheets" msgstr "" #: ../../sales/invoicing/services/support.rst:95 msgid "" "To track the service you do on a specific contract, you should use the " "timesheet application. An analytic account related to the sale order has " "been automatically created (``SO009 - Agrolait`` on the screenshot here " "above), so you can start tracking services as soon as it has been sold." msgstr "" #: ../../sales/invoicing/services/support.rst:104 msgid "Control delivered support on the sale order" msgstr "" #: ../../sales/invoicing/services/support.rst:106 msgid "" "From the **Sales** application, use the menu :menuselection:`Sales --> Sales" " Orders` to control the progress of every order. On the sales order line " "related to the support contract, you should see the **Delivered Quantities**" " that are updated automatically, based on the number of hours in the " "timesheet." msgstr "" #: ../../sales/invoicing/services/support.rst:116 msgid "Upselling and renewal" msgstr "" #: ../../sales/invoicing/services/support.rst:118 msgid "" "If the number of hours you performed on the support contract is bigger or " "equal to the number of hours the customer purchased, the sale order " "**Invoicing Status** is automatically set to **Upselling**. This means you " "have an opportunity to sell an extra contract to the customer since he used " "all his quota of service." msgstr "" #: ../../sales/invoicing/services/support.rst:124 msgid "" "Periodically (ideally once every two weeks), you should check the sales " "order that are in an upselling status. To do this, go to the " ":menuselection:`Sales --> Sales Order` menu and use the **Upselling** filter" " to get all orders that are in upselling." msgstr "" #: ../../sales/invoicing/services/support.rst:130 msgid "" "If you use Odoo CRM, a good practice is to create an opportunity for every " "sale order in upselling invoice status so that you easily track your " "upselling effort." msgstr "" #: ../../sales/invoicing/services/support.rst:134 msgid "" "If you sell an extra support contract, you can either add a new line on the " "existing sale order (thus, you continue to timesheet on the same order) or " "create a new order (thus, people will timesheet their hours on the new " "contract). To unmark the sale order as **Upselling**, you can set the sale " "order as done and it will disappear from your upselling list." msgstr "" #: ../../sales/invoicing/services/support.rst:141 msgid "Special Configuration" msgstr "" #: ../../sales/invoicing/services/support.rst:143 msgid "" "When creating the product form, you may set a different approach to track " "the service:" msgstr "" #: ../../sales/invoicing/services/support.rst:146 msgid "" "**Create task and track hours**: in this mode, a task is created for every " "sale order line. Then when you do the timesheet, you don't record hours on a" " sale order/contract, but you record hours on a task (that represents the " "contract). The advantage of this solution is that it allows to sell several " "service contracts within the same sale order." msgstr "" #: ../../sales/invoicing/services/support.rst:153 msgid "" "**Manually**: you can use this mode if you don't record timesheets in Odoo. " "The number of hours you worked on a specific contract can be recorded " "manually on the sale order line directly, in the delivered quantity field." msgstr "" #: ../../sales/invoicing/services/support.rst:160 msgid ":doc:`../../../inventory/settings/products/uom`" msgstr "" #: ../../sales/invoicing/services/time_materials.rst:3 msgid "How to invoice based on time and material?" msgstr "¿Cómo facturar en base a tiempo y material?" #: ../../sales/overview.rst:3 ../../sales/quotation/setup/first_quote.rst:6 msgid "Overview" msgstr "Información general" #: ../../sales/overview/main_concepts.rst:3 msgid "Main Concepts" msgstr "Conceptos Principales" #: ../../sales/overview/main_concepts/introduction.rst:3 msgid "Introduction to Odoo Sales" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:11 msgid "Transcript" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:13 msgid "" "As a sales manager, closing opportunities with Odoo Sales is really simple." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:16 msgid "" "I selected a predefined quotation for a new product line offer. The " "products, the service details are already in the quotation. Of course, I can" " adapt the offer to fit my clients needs." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:20 msgid "" "The interface is really smooth. I can add references, some catchy phrases " "such as closing triggers (*here, you save $500 if you sign the quote within " "15 days*). I have a beautiful and modern design. This will help me close my " "opportunities more easily." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:26 msgid "" "Plus, reviewing the offer from a mobile phone is easy. Really easy. The " "customer got a clear quotation with a table of content. We can communicate " "easily. I identified an upselling opportunity. So, I adapt the offer by " "adding more products. When the offer is ready, the customer just need to " "sign it online in just a few clicks. Odoo Sales is integrated with major " "shipping services: UPS, Fedex, USPS and more. The signed offer creates a " "delivery order automatically." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:35 msgid "That's it, I sucesfully sold my products in just a few clicks." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:37 msgid "" "Oh, I also have the transaction and communication history at my fingertips. " "It's easy for every stakeholder to know clearly the past interaction. And " "any information related to the transaction." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:42 msgid "" "If you want to show information, I would do it from a customer form, " "something like:" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:45 msgid "Kanban of customers, click on one customer" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:47 msgid "Click on opportunities, click on quotation" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:49 msgid "Come back to customers (breadcrum)" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:51 msgid "Click on customer statement letter" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:53 msgid "" "Anytime, I can get an in-depth report of my sales activity. Revenue by " "salespeople or department. Revenue by category of product, drill-down to " "specific products, by quarter or month,... I like this report: I can add it " "to my dashboard in just a click." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:58 msgid "" "Odoo Sales is a powerful, yet easy-to-use app. At first, I used the sales " "planner. Thanks to it, I got tips and tricks to boost my sales performance." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:62 msgid "" "Try Odoo Sales now and get beautiful quotations, amazing dashboards and " "increase your success rate." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:3 msgid "Overview of the invoicing process" msgstr "Descripción general del proceso de facturación" #: ../../sales/overview/main_concepts/terminologies.rst:3 msgid "Sales terminologies" msgstr "Terminologías de Ventas" #: ../../sales/overview/process.rst:3 msgid "Process Overview" msgstr "Información general del Proceso" #: ../../sales/overview/process/from_quote_to_so.rst:3 msgid "From quotation to sales order" msgstr "Desde la cotización hasta la orden de venta" #: ../../sales/products_prices.rst:3 msgid "Products & Prices" msgstr "Productos & Precios" #: ../../sales/products_prices/prices.rst:3 msgid "Prices Management" msgstr "Gestión de precios" #: ../../sales/products_prices/prices/discount.rst:3 msgid "How to apply discounts and limited offers?" msgstr "¿Cómo aplicar descuentos y ofertas limitadas?" #: ../../sales/products_prices/prices/specific.rst:3 msgid "How to apply specific prices to a quotation / sales order?" msgstr "¿Cómo aplicar precios específicos a una orden de cotización / ventas?" #: ../../sales/products_prices/prices/taxes.rst:3 msgid "How to comply with local taxes?" msgstr "¿Cómo cumplir con los impuestos locales?" #: ../../sales/products_prices/products.rst:3 msgid "Products Management" msgstr "Gestión de productos" #: ../../sales/products_prices/products/currencies.rst:3 msgid "How to sell products in different currencies?" msgstr "¿Cómo vender productos en diferentes monedas?" #: ../../sales/products_prices/products/margin.rst:3 msgid "How to keep control of margins on retailer price?" msgstr "¿Cómo mantener el control de los márgenes de precio minorista?" #: ../../sales/products_prices/products/version.rst:3 msgid "How to create different versions of a product (size, colour, etc.)?" msgstr "¿Cómo crear diferentes versiones de un producto (tamaño, color, etc.)?" #: ../../sales/quotation.rst:3 msgid "Quotation" msgstr "Cotización" #: ../../sales/quotation/online.rst:3 msgid "Online Quotation" msgstr "Cotización en línea" #: ../../sales/quotation/online/creation.rst:3 msgid "How to create/ edit an online quotation?" msgstr "¿Cómo crear / editar una cotización en línea?" #: ../../sales/quotation/online/followup.rst:3 msgid "How to follow up a quotation sent to a opportunity?" msgstr "¿Cómo hacer un seguimiento de una cotización enviada a una oportunidad?" #: ../../sales/quotation/online/validate.rst:3 msgid "How can my client validate an online quotation?" msgstr "¿Cómo puede validar mi cliente una cotización en línea?" #: ../../sales/quotation/setup.rst:3 msgid "Setup" msgstr "Configuración" #: ../../sales/quotation/setup/different_addresses.rst:3 msgid "How to use different invoice and delivery address?" msgstr "¿Cómo utilizar diferente factura y dirección de entrega?" #: ../../sales/quotation/setup/first_quote.rst:3 msgid "How to create my first quotation?" msgstr "¿Cómo crear mi primera cotización?" #: ../../sales/quotation/setup/first_quote.rst:8 msgid "" "Quotations are documents sent to customers to offer an estimated cost for a " "particular set of goods or services. The customer can accept the quotation, " "in which case the seller will have to issue a sales order, or refuse it." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:13 msgid "" "For example, my company sells electronic products and my client Agrolait " "showed interest in buying ``3 iPads`` to facilitate their operations. I " "would like to send them a quotation for those iPads with a sales price of " "``320 USD`` by iPad with a ``5%`` discount." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:18 msgid "This section will show you how to proceed." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:24 msgid "Install the Sales Management module" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:26 msgid "" "In order to be able to issue your first quotation, you'll need to install " "the **Sales Management** module from the app module in the Odoo backend." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:34 msgid "Allow discounts on sales order line" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:36 msgid "" "Allowing discounts on quotations is a common sales practice to improve the " "chances to convert the prospect into a client." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:39 msgid "" "In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on " "the sale price. To enable the feature, go into the **Sales** application, " "select :menuselection:`Configuration --> Settings` and, under **Quotations " "and Sales**, tick **Allow discounts on sales order line** (see picture " "below) and apply your changes." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:49 msgid "Create your quotation" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:51 msgid "" "To create your first quotation, click on :menuselection:`Sales --> " "Quotations` and click on **Create**. Then, complete your quotation as " "follows:" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:55 msgid "Customer and Products" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:57 msgid "" "The basic elements to add to any quotation are the customer (the person you " "will send your quotation to) and the products you want to sell. From the " "quotation view, choose the prospect from the **Customer** drop-down list and" " under **Order Lines**, click on **Add an item** and select your product. Do" " not forget to manually add the number of items under **Ordered Quantity** " "and the discount if applicable." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:67 msgid "" "If you don't have any customer or product recorded on your Odoo environment " "yet, you can create them on the fly directly from your quotations :" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:71 msgid "" "To add a new customer, click on the **Customer** drop-down menu and click on" " **Create and edit**. In this new window, you will be able to record all the" " customer details, such as the address, website, phone number and person of " "contact." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:76 msgid "" "To add a new product, under **Order line**, click on add an item and on " "**Create and Edit** from the drop-down list. You will be able to record your" " product information (product type, cost, sale price, invoicing policy, " "etc.) along with a picture." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:82 msgid "Taxes" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:84 msgid "" "To parameter taxes, simply go on the taxes section of the product line and " "click on **Create and Edit**. Fill in the details (for example if you are " "subject to a ``21%`` taxe on your sales, simply fill in the right amount in " "percentage) and save." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:93 msgid "Terms and conditions" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:95 msgid "" "You can select the expiration date of your quotation and add your company's " "terms and conditions directly in your quotation (see picture below)." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:103 msgid "Preview and send quotation" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:105 msgid "" "If you want to see what your quotation looks like before sending it, click " "on the **Print** button (upper left corner). It will give you a printable " "PDF version with all your quotation details." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:113 msgid "" "Update your company's details (address, website, logo, etc) appearing on " "your quotation from the the **Settings** menu on the app switcher, and on " "click on the link :menuselection:`Settings --> General settings --> " "Configure company data`." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:118 msgid "" "Click on **Send by email** to automatically send an email to your customer " "with the quotation as an attachment. You can adjust the email body before " "sending it and even save it as a template if you wish to reuse it." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:128 msgid ":doc:`../online/creation`" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:129 msgid ":doc:`optional`" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:130 msgid ":doc:`terms_conditions`" msgstr "" #: ../../sales/quotation/setup/optional.rst:3 msgid "How to display optional products on a quotation?" msgstr "¿Cómo mostrar los productos opcionales en una cotización?" #: ../../sales/quotation/setup/recurring.rst:3 msgid "How to create recurring quotations?" msgstr "¿Cómo crear cotizaciones periódicas?" #: ../../sales/quotation/setup/terms_conditions.rst:3 msgid "How to link my terms and conditions on a quotation?" msgstr "¿Cómo enlazar mis términos y condiciones en una cotización?" #: ../../sales/reporting.rst:3 msgid "Reporting" msgstr "Informes" #: ../../sales/reporting/kpi.rst:3 msgid "How to follow my sales KPIs?" msgstr "¿Cómo seguir mis ventas KPIs?" #: ../../sales/reporting/statistics.rst:3 msgid "How to get statistics from my orders & invoices?" msgstr "¿Cómo obtener estadísticas de mis órdenes y facturas?"