# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Wil Odoo, 2024 # Larissa Manderfeld, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-05-31 09:59+0000\n" "PO-Revision-Date: 2024-03-30 23:40+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: de\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../content/applications/essentials.rst:3 msgid "Odoo essentials" msgstr "Odoo-Grundlagen" #: ../../content/applications/essentials/activities.rst:3 msgid "Activities" msgstr "Aktivitäten" #: ../../content/applications/essentials/activities.rst:5 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" "*Aktivitäten* sind Folgeaufgaben, die an einen Datensatz in einer Odoo-" "Datenbank gebunden sind." #: ../../content/applications/essentials/activities.rst:9 msgid "" "The icon used to display activities varies depending on the :ref:`activity " "type `:" msgstr "" "Das Symbol, mit dem Aktivitäten angezeigt werden, variiert je nach " ":ref:`Aktivitätstyp `:" #: ../../content/applications/essentials/activities.rst:11 msgid "" ":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is " "scheduled." msgstr "" ":guilabel:`🕘 (Uhr)`: das Standardsymbol, das erscheint, wenn nichts geplant " "ist." #: ../../content/applications/essentials/activities.rst:12 msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled." msgstr "" ":guilabel:`📞 (Telefon)`: dieses Symbol erscheint, wenn ein Anruf geplant " "ist." #: ../../content/applications/essentials/activities.rst:13 msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled." msgstr "" ":guilabel:`✉️ (Brief)`: dieses Symbol erscheint, wenn eine E-Mail geplant " "ist." #: ../../content/applications/essentials/activities.rst:14 msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled." msgstr "" ":guilabel:`✔️ (Kästchen)`: dieses Symbol erscheint, wenn eine Aufgabe " "geplant ist." #: ../../content/applications/essentials/activities.rst:15 msgid "" ":guilabel:`(group of people)`: this icon appears if a meeting is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" ":guilabel:`(arrow pointing up above a line)`: this icon appears if a " "document is scheduled to be uploaded." msgstr "" #: ../../content/applications/essentials/activities.rst:18 msgid "" ":guilabel:`(pencil in a box)`: this icon appears if a signature request is " "scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:21 msgid "Schedule activities" msgstr "Aktivitäten planen" #: ../../content/applications/essentials/activities.rst:23 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " "`, :ref:`list view `, or " ":ref:`activities view ` of an application." msgstr "" #: ../../content/applications/essentials/activities.rst:30 msgid "Chatter" msgstr "Chatter" #: ../../content/applications/essentials/activities.rst:32 msgid "Activities can be created from the chatter on any record." msgstr "" "Aktivitäten können aus dem Chat eines beliebigen Datensatzes erstellt " "werden." #: ../../content/applications/essentials/activities.rst:34 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " "window that appears, :ref:`fill out the Schedule Activity form " "`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "New activity type form." msgstr "Formular für neuen Aktivitätstyp." #: ../../content/applications/essentials/activities.rst:45 msgid "Kanban view" msgstr "Kanban-Ansicht" #: ../../content/applications/essentials/activities.rst:47 msgid "" "Another way that activities are created is from the Kanban view in an " "application." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "The Kanban icon in the top menu, highlighted." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" "To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of " "an individual record." msgstr "" #: ../../content/applications/essentials/activities.rst:55 msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" "Kanban-Ansicht der CRM-Pipeline und die Möglichkeit, eine Aktivität zu " "planen" #: ../../content/applications/essentials/activities.rst:63 #: ../../content/applications/essentials/activities.rst:82 msgid "" "If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon" " is replaced by the icon that represents the existing scheduled activity. " "Click on the activity type's icon to schedule another activity." msgstr "" #: ../../content/applications/essentials/activities.rst:70 msgid "List view" msgstr "Listenansicht" #: ../../content/applications/essentials/activities.rst:72 msgid "Activities can also be created from a list view." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" "If the :guilabel:`Activities` column is hidden, reveal it using the " ":guilabel:`(additional options toggle)` icon in the far-right of the top " "row, represented by two horizontal lines with two dots." msgstr "" #: ../../content/applications/essentials/activities.rst:77 msgid "" "Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is" " being added to, then click :guilabel:`+ Schedule an activity`. Proceed to " ":ref:`fill out the Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" "Listenansicht der CRM-Pipeline und die Möglichkeit, eine Aktivität zu planen" #: ../../content/applications/essentials/activities.rst:93 msgid "Activity view" msgstr "Aktivitätsansicht" #: ../../content/applications/essentials/activities.rst:95 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" " :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main" " menu bar." msgstr "" #: ../../content/applications/essentials/activities.rst:98 msgid "" "To open the activity view, click the :guilabel:`🕘 (clock)` activity icon." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" #: ../../content/applications/essentials/activities.rst:104 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" #: ../../content/applications/essentials/activities.rst:107 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" #: ../../content/applications/essentials/activities.rst:110 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" #: ../../content/applications/essentials/activities.rst:113 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" #: ../../content/applications/essentials/activities.rst:117 msgid "" "Activity colors, and their relation to an activity's due date, is consistent" " throughout Odoo, regardless of the activity type, or the view." msgstr "" "Die Farben der Aktivitäten und ihre Beziehung zum Fälligkeitsdatum einer " "Aktivität sind in ganz Odoo einheitlich, unabhängig vom Aktivitätstyp oder " "der Ansicht." #: ../../content/applications/essentials/activities.rst:120 msgid "" "To schedule an activity for a record, hover over the corresponding field, " "and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus " "sign)`, and then :ref:`fill out the Schedule Activity form " "`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" "Aktivitätsansicht der CRM-Pipeline und die Möglichkeit, eine Aktivität zu " "planen" #: ../../content/applications/essentials/activities.rst:131 msgid "Schedule Activity form" msgstr "" #: ../../content/applications/essentials/activities.rst:133 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " "views in an application, when available: the :ref:`Kanban view " "`, :ref:`list view `, or :ref:`activity " "view `." msgstr "" #: ../../content/applications/essentials/activities.rst:138 #: ../../content/applications/essentials/activities.rst:220 msgid "Enter the following information on the form:" msgstr "Füllen Sie die folgenden Informationen des Formulars aus:" #: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " ":guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other " "applications are installed, additional options may be available." msgstr "" #: ../../content/applications/essentials/activities.rst:145 msgid "" "Individual applications have a list of dedicated :ref:`activity types " "`. For example, installing the *Sales* application makes " ":guilabel:`Order Upsell` available, while installing the *Sign* application " "makes :guilabel:`Request Signature` available." msgstr "" #: ../../content/applications/essentials/activities.rst:149 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" #: ../../content/applications/essentials/activities.rst:150 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" #: ../../content/applications/essentials/activities.rst:151 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" #: ../../content/applications/essentials/activities.rst:153 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" #: ../../content/applications/essentials/activities.rst:155 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" #: ../../content/applications/essentials/activities.rst:158 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" #: ../../content/applications/essentials/activities.rst:160 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" #: ../../content/applications/essentials/activities.rst:164 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" #: ../../content/applications/essentials/activities.rst:169 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" #: ../../content/applications/essentials/activities.rst:172 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" #: ../../content/applications/essentials/activities.rst:174 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" #: ../../content/applications/essentials/activities.rst:176 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " "automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up" " window appears." msgstr "" #: ../../content/applications/essentials/activities.rst:179 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "Ansicht von CRM-Leads und die Möglichkeit, eine Aktivität zu planen" #: ../../content/applications/essentials/activities.rst:188 msgid "All scheduled activities" msgstr "Alle geplanten Aktivitäten" #: ../../content/applications/essentials/activities.rst:190 msgid "" "To view a consolidated list of activities, organized by application, click " "the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right." msgstr "" "Um eine konsolidierte Liste der Aktivitäten, geordnet nach Apps, anzuzeigen," " klicken Sie auf das Symbol :guilabel:`🕘 (Uhr)` im Kopfmenü oben rechts." #: ../../content/applications/essentials/activities.rst:193 msgid "" "If any activities are scheduled, the number of activities appear in a red " "bubble on the :guilabel:`🕘 (clock)` icon." msgstr "" "Wenn Aktivitäten geplant sind, erscheint die Anzahl der Aktivitäten in einer" " roten Blase auf dem Symbol :guilabel:`🕘 (Uhr)`." #: ../../content/applications/essentials/activities.rst:196 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " "sub-section lists the number of scheduled activities that are " ":guilabel:`Late`, due :guilabel:`Today`, and scheduled in the " ":guilabel:`Future`." msgstr "" #: ../../content/applications/essentials/activities.rst:202 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" #: ../../content/applications/essentials/activities.rst:205 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "The list of activities that is accessed from the main menu bar. Two entries for the Time\n" "Off application are highlighted." msgstr "" #: ../../content/applications/essentials/activities.rst:214 msgid "Request a document" msgstr "" #: ../../content/applications/essentials/activities.rst:216 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " ":guilabel:`Request a Document` appears. Click :guilabel:`Request a " "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" #: ../../content/applications/essentials/activities.rst:222 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" #: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:225 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " "Click :guilabel:`Days`, the default option, to reveal a drop-down menu. " "Select the desired time-frame option from the list. The options are " ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" #: ../../content/applications/essentials/activities.rst:229 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" #: ../../content/applications/essentials/activities.rst:231 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" #: ../../content/applications/essentials/activities.rst:233 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" #: ../../content/applications/essentials/activities.rst:235 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" #: ../../content/applications/essentials/activities.rst:244 msgid "Activity types" msgstr "Aktivitätstypen" #: ../../content/applications/essentials/activities.rst:246 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " "setting --> Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" #: ../../content/applications/essentials/activities.rst:253 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" "Auf diese Weise gelangen Sie auf die Seite :guilabel:`Aktivitätstypen`, auf " "der Sie die vorhandenen Aktivitätstypen finden." #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" #: ../../content/applications/essentials/activities.rst:260 msgid "Edit activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:262 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" #: ../../content/applications/essentials/activities.rst:265 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " ":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud " "upload)` icon, located in the top-left corner of the page." msgstr "" #: ../../content/applications/essentials/activities.rst:270 msgid "Create new activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:272 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" #: ../../content/applications/essentials/activities.rst:275 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" #: ../../content/applications/essentials/activities.rst:279 msgid "Activity Settings section" msgstr "" #: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" #: ../../content/applications/essentials/activities.rst:284 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" #: ../../content/applications/essentials/activities.rst:286 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:288 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" #: ../../content/applications/essentials/activities.rst:293 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" #: ../../content/applications/essentials/activities.rst:295 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " "appears if :guilabel:`Upload Document` is selected for the " ":guilabel:`Action`." msgstr "" #: ../../content/applications/essentials/activities.rst:299 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" #: ../../content/applications/essentials/activities.rst:301 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " "type is scheduled. If this field is left blank, the activity is assigned to " "the user who creates the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:304 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" #: ../../content/applications/essentials/activities.rst:307 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" "Die Informationen in den Feldern :guilabel:`Standardbenutzer` und " ":guilabel:`Standard-Zusammenfassung` werden bei der Erstellung einer " "Aktivität übernommen. Sie können jedoch geändert werden, bevor die Aktivität" " geplant oder gespeichert wird." #: ../../content/applications/essentials/activities.rst:311 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" #: ../../content/applications/essentials/activities.rst:313 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:316 msgid "Next Activity section" msgstr "" #: ../../content/applications/essentials/activities.rst:318 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" #: ../../content/applications/essentials/activities.rst:321 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " "the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` " "field is displayed." msgstr "" #: ../../content/applications/essentials/activities.rst:326 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" #: ../../content/applications/essentials/activities.rst:329 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" " :guilabel:`Trigger`. Using the drop-down menu, select the activity to " "recommend or schedule as a follow-up task to the activity type." msgstr "" #: ../../content/applications/essentials/activities.rst:332 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" #: ../../content/applications/essentials/activities.rst:334 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" #: ../../content/applications/essentials/activities.rst:336 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" " desired time-frame option from the list. The options are :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" #: ../../content/applications/essentials/activities.rst:340 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " ":guilabel:`after completion date`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "A new Activity form with all the fields filled out." msgstr "" #: ../../content/applications/essentials/activities.rst:348 msgid ":doc:`../productivity/discuss`" msgstr ":doc:`../productivity/discuss`" #: ../../content/applications/essentials/activities.rst:349 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Daten exportieren und importieren" #: ../../content/applications/essentials/export_import_data.rst:5 msgid "" "In Odoo, it is sometimes necessary to export or import data for running " "reports, or for data modification. This document covers the export and " "import of data into and out of Odoo." msgstr "" "In Odoo ist es manchmal notwendig, Daten zu exportieren oder zu importieren," " um Berichte zu erstellen oder Daten zu ändern. Dieses Dokument behandelt " "den Export und Import von Daten in und aus Odoo." #: ../../content/applications/essentials/export_import_data.rst:9 msgid "" "Sometimes, users run into a 'time out' error, or a record does not process, " "due to its size. This can occur with large exports, or in cases where the " "import file is too large. To circumvent this limitation surrounding the size" " of the records, process exports or imports in smaller batches." msgstr "" "Manchmal stoßen Benutzer auf einen „Timeout“-Fehler oder ein Datensatz wird " "aufgrund seiner Größe nicht verarbeitet. Dies kann bei großen Exporten oder " "in Fällen, in denen die Importdatei zu groß ist, auftreten. Um diese " "Beschränkung in Bezug auf die Größe der Datensätze zu umgehen, verarbeiten " "Sie Exporte oder Importe in kleineren Stapeln." #: ../../content/applications/essentials/export_import_data.rst:16 msgid "Export data from Odoo" msgstr "Daten von Odoo exportieren" #: ../../content/applications/essentials/export_import_data.rst:18 msgid "" "When working with a database, it is sometimes necessary to export data in a " "distinct file. Doing so can aid in reporting on activities, although, Odoo " "provides a precise and easy reporting tool with each available application." msgstr "" "Wenn Sie mit einer Datenbank arbeiten, ist es manchmal notwendig, Daten in " "eine separate Datei zu exportieren. Dies kann bei der Erstellung von " "Berichten über Aktivitäten hilfreich sein. Odoo bietet jedoch mit jeder " "verfügbaren App ein präzises und einfaches Berichtstool." #: ../../content/applications/essentials/export_import_data.rst:22 msgid "" "With Odoo, the values can be exported from any field in any record. To do " "so, activate the list view (:guilabel:`≣ (four horizontal lines)` icon), on " "the items that need to be exported, and then select the records that should " "be exported. To select a record, tick the checkbox next to the corresponding" " record. Finally, click on :guilabel:`⚙️ Action`, and then " ":guilabel:`Export`." msgstr "" "Mit Odoo können die Werte aus jedem Feld in jedem Datensatz exportiert " "werden. Aktivieren Sie dazu die Listenansicht (:guilabel:`≣ (vierhorizontale" " Linien)` Symbol), auf die zu exportierenden Elemente und wählen Sie dann " "die zu exportierenden Datensätze aus. Um einen Datensatz auszuwählen, " "markieren Sie das Kontrollkästchen neben dem entsprechenden Datensatz. " "Klicken Sie schließlich auf :guilabel:`⚙️ Aktion` und dann auf " ":guilabel:`Exportieren`." #: ../../content/applications/essentials/export_import_data.rst-1 msgid "View of the different things to enable/click to export data." msgstr "" "Ansicht der verschiedenen Dinge, die Sie zum Exportieren von Daten " "aktivieren/anklicken müssen" #: ../../content/applications/essentials/export_import_data.rst:31 msgid "" "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over " "window appears, with several options for the data to export:" msgstr "" "Wenn Sie auf :guilabel:`Exportieren` klicken, erscheint ein Pop-up-Fenster " ":guilabel:`Daten exportieren` mit mehreren Optionen für die zu " "exportierenden Daten:" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Overview of options to consider when exporting data in Odoo.." msgstr "" "Übersicht der Optionen, die beim Export von Daten in Odoo zu berücksichtigen" " sind" #: ../../content/applications/essentials/export_import_data.rst:38 msgid "" "With the :guilabel:`I want to update data (import-compatable export)` option" " ticked, the system only shows the fields that can be imported. This is " "helpful in the case where the existing records need to be updated. This " "works like a filter. Leaving the box unticked, gives many more field options" " because it shows all the fields, not just the ones that can be imported." msgstr "" "Wenn die Option :guilabel:`Ich will Daten aktualisieren (Import-kompatibler " "Export)` aktiviert ist, zeigt das System nur die Felder an, die importiert " "werden können. Dies ist hilfreich, wenn Sie bestehende Datensätze " "aktualisieren möchten. Das funktioniert dies wie ein Filter. Wenn Sie das " "Kästchen nicht ankreuzen, stehen Ihnen mehr Feldoptionen zur Verfügung, da " "alle Felder angezeigt werden, nicht nur die, die importiert werden können." #: ../../content/applications/essentials/export_import_data.rst:42 msgid "" "When exporting, there is the option to export in two formats: `.csv` and " "`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds " "information about all the worksheets in a file, including both content and " "formatting." msgstr "" "Beim Exportieren haben Sie die Möglichkeit, in zwei Formaten zu exportieren:" " `.csv` und `.xls`. Bei `.csv` werden die Elemente durch ein Komma getrennt," " während `.xls` Informationen zu allen Arbeitsblättern in einer Datei " "enthält, einschließlich Inhalt und Formatierung." #: ../../content/applications/essentials/export_import_data.rst:45 msgid "" "These are the items that can be exported. Use the :guilabel:`> (right " "arrow)` icon to display more sub-field options. Use the :guilabel:`Search` " "bar to find specific fields. To use the :guilabel:`Search` option more " "efficiently, click on all the :guilabel:`> (right arrows)` to display all " "fields." msgstr "" "Dies sind die Elemente, die exportiert werden können. Verwenden Sie das " "Symbol :guilabel:`> (Pfeil nach rechts)`, um weitere Optionen für " "Unterfelder anzuzeigen. Verwenden Sie die Leiste :guilabel:`Suchen`, um " "bestimmte Felder zu finden. Um die Option :guilabel:`Suchen` effizienter zu " "nutzen, klicken Sie auf alle :guilabel:`> (Pfeil nach rechts)`, um alle " "Felder anzuzeigen." #: ../../content/applications/essentials/export_import_data.rst:49 msgid "" "The :guilabel:`+ (plus sign)` icon button is present to add fields to the " ":guilabel:`Fields to export` list." msgstr "" "Mit der Symbolschaltfläche :guilabel:`+ (Pluszeichen)` können Sie Felder zur" " Liste :guilabel:`Zu exportierende Felder` hinzufügen." #: ../../content/applications/essentials/export_import_data.rst:51 msgid "" "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be" " used to move the fields up and down, to change the order in which they are " "displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-" "down arrow)` icon." msgstr "" "Mit dem Symbol :guilabel:`↕️ (Pfeil nach oben/unten)` links neben den " "ausgewählten Feldern können Sie die Felder nach oben und unten verschieben, " "um die Reihenfolge zu ändern, in der sie in der exportierten Datei angezeigt" " werden. Ziehen Sie mithilfe des Symbols :guilabel:`↕️ (Pfeil nach " "oben/unten)`." #: ../../content/applications/essentials/export_import_data.rst:54 msgid "" "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the " ":guilabel:`🗑️ (trash can)` icon to remove the field." msgstr "" "Das Symbol :guilabel:`🗑️ (Mülleimer)` wird verwendet, um Felder zu " "entfernen. Klicken Sie auf das Symbol :guilabel:`🗑️ (Mülleimer)`, um das " "Feld zu entfernen." #: ../../content/applications/essentials/export_import_data.rst:56 msgid "" "For recurring reports, it is helpful to save export presets. Select all the " "needed fields, and click on the template drop-down menu. Once there, click " "on :guilabel:`New template`, and give a unique name to the export just " "created. Click the :guilabel:`💾 (floppy drive)` icon to save the " "configuration. The next time the same list needs to be exported, select the " "related template that was previously saved from the drop-down menu." msgstr "" "Für wiederkehrende Berichte ist es hilfreich, Exportvorgaben zu speichern. " "Wählen Sie alle benötigten Felder aus, und klicken Sie auf das Dropdown-Menü" " Vorlage. Klicken Sie dort auf :guilabel:`Neue Vorlage`, und geben Sie dem " "soeben erstellten Export einen eindeutigen Namen. Klicken Sie auf das Symbol" " :guilabel:`💾 (Diskettenlaufwerk)`, um die Konfiguration zu speichern. Wenn " "die gleiche Liste das nächste Mal exportiert werden soll, wählen Sie die " "entsprechende Vorlage, die zuvor im Dropdown-Menü gespeichert wurde." #: ../../content/applications/essentials/export_import_data.rst:63 msgid "" "It is helpful to know the field's external identifier. For example, " ":guilabel:`Related Company` in the export user interface is equal to " "*parent_id* (external identifier). This is helpful because then, the only " "data exported is what should be modified and re-imported." msgstr "" "Es ist hilfreich, die externe Kennung des Feldes zu kennen. Zum Beispiel ist" " :guilabel:`Zugehöriges Unternehmen` in der Export-Benutzeroberfläche gleich" " *parent_id* (externe Kennung). Dies ist hilfreich, weil dann nur die Daten " "exportiert werden, die geändert und wieder importiert werden sollen." #: ../../content/applications/essentials/export_import_data.rst:70 msgid "Import data into Odoo" msgstr "Daten in Odoo importieren" #: ../../content/applications/essentials/export_import_data.rst:72 msgid "" "Importing data into Odoo is extremely helpful during implementation, or in " "times where data needs to be updated in bulk. The following documentation " "covers how to import data into an Odoo database." msgstr "" "Das Importieren von Daten in Odoo ist äußerst hilfreich bei der " "Implementierung oder in Zeiten, in denen Daten in großen Mengen aktualisiert" " werden müssen. Die folgende Dokumentation beschreibt, wie Sie Daten in eine" " Odoo-Datenbank importieren können." #: ../../content/applications/essentials/export_import_data.rst:76 msgid "" "Imports are permanent and **cannot** be undone. However, it is possible to " "use filters (`created on` or `last modified`) to identify records changed or" " created by the import." msgstr "" "Importe sind permanent und **können** nicht rückgängig gemacht werden. Es " "ist jedoch möglich, Filter (`erstellt am` oder `letzte Änderung`) zu " "verwenden, um Datensätze zu identifizieren, die durch den Import geändert " "oder erstellt wurden." #: ../../content/applications/essentials/export_import_data.rst:80 msgid "" "Activating :ref:`developer mode ` changes the visible import" " settings in the left menu. Doing so reveals an :menuselection:`Advanced` " "menu. Included in this advanced menu are two options: :guilabel:`Track " "history during import` and :guilabel:`Allow matching with subfields`." msgstr "" "Wenn Sie den :ref:`Entwicklermodus ` aktivieren, werden die " "sichtbaren Importeinstellungen im linken Menü geändert. Dadurch wird ein " "Menü :menuselection:`Erweitert` angezeigt. In diesem erweiterten Menü finden" " Sie zwei Optionen: :guilabel:`Historie während des Imports verfolgen` und " ":guilabel:`Übereinstimmung mit Unterfeldern zulassen`." #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Advanced import options when developer mode is activated." msgstr "Erweiterte Importoptionen im aktivierten Entwicklermodus." #: ../../content/applications/essentials/export_import_data.rst:88 msgid "" "If the model uses openchatter, the :guilabel:`Track history during import` " "option sets up subscriptions and sends notifications during the import, but " "leads to a slower import." msgstr "" "Wenn das Modell openchatter verwendet, richtet die Option " ":guilabel:`Historie während des Imports verfolgen` Abonnements ein und " "sendet Benachrichtigungen während des Imports, führt aber zu einem " "langsameren Import." #: ../../content/applications/essentials/export_import_data.rst:91 msgid "" "Should the :guilabel:`Allow matching with subfields` option be selected, " "then all subfields within a field are used to match under the " ":guilabel:`Odoo Field` while importing." msgstr "" "Wenn die Option :guilabel:`Übereinstimmung mit Unterfeldern zulassen` " "aktiviert ist, werden beim Import alle Unterfelder innerhalb eines Feldes " "zum Abgleich unter dem :guilabel:`Odoo-Feld` verwendet." #: ../../content/applications/essentials/export_import_data.rst:95 msgid "Get started" msgstr "Loslegen" #: ../../content/applications/essentials/export_import_data.rst:97 msgid "" "Data can be imported on any Odoo business object using either Excel " "(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This " "includes: contacts, products, bank statements, journal entries, and orders." msgstr "" "Daten können für jedes Odoo-Geschäftsobjekt entweder in den Formaten Excel " "(`.xlsx`) oder :abbr:`CSV (Comma-separated Values)` (`.csv`) importiert " "werden. Dazu gehören: Kontakte, Produkte, Kontoauszüge, Journalbuchungen und" " Aufträge." #: ../../content/applications/essentials/export_import_data.rst:101 msgid "" "Open the view of the object to which the data should be imported/populated, " "and click on :menuselection:`⚙️ (Action) --> Import records`." msgstr "" "Öffnen Sie die Ansicht des Objekts, in das die Daten importiert/aufgefüllt " "werden sollen, und klicken Sie auf :menuselection:`⚙️ (Aktion) --> " "Datensätze importieren`." #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Action menu revealed with the import records option highlighted." msgstr "" "Das Menü Aktion wird angezeigt und die Option Datensätze importieren ist " "markiert." #: ../../content/applications/essentials/export_import_data.rst:108 msgid "" "After clicking :guilabel:`Import records`, Odoo reveals a separate page with" " templates that can be downloaded and populated with the company's own data." " Such templates can be imported in one click, since the data mapping is " "already done. To download a template click :guilabel:`Import Template for " "Customers` at the center of the page." msgstr "" "Nachdem Sie auf :guilabel:`Datensätze importieren` geklickt haben, öffnet " "Odoo eine separate Seite mit Vorlagen, die heruntergeladen und mit den " "eigenen Daten des Unternehmens gefüllt werden können. Solche Vorlagen können" " mit einem Klick importiert werden, da die Datenzuordnung bereits erfolgt " "ist. Um eine Vorlage herunterzuladen, klicken Sie auf :guilabel:`Vorlage für" " Kunden importieren` in der Mitte der Seite." #: ../../content/applications/essentials/export_import_data.rst:114 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options. These options do **not** appear when " "importing the proprietary Excel file type (`.xls`, `.xlsx`)." msgstr "" "Beim Importieren einer :abbr:`CSV (Comma-separated Values)`-Datei bietet " "Odoo :guilabel:`Formatierungsoptionen`. Diese Optionen erscheinen **nicht**," " wenn Sie den proprietären Excel-Dateityp (`.xls`, `.xlsx`) importieren." #: ../../content/applications/essentials/export_import_data.rst:0 msgid "Formatting options presented when a CVS file is imported in Odoo." msgstr "Formatierungsoptionen, wenn eine CVS-Datei in Odoo importiert werden." #: ../../content/applications/essentials/export_import_data.rst:122 msgid "" "Make necessary adjustments to the *Formatting* options, and ensure all " "columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free " "of errors. Finally, click :guilabel:`Import` to import the data." msgstr "" "Nehmen Sie die erforderlichen Anpassungen an den *Formatierungsoptionen* vor" " und stellen Sie sicher, dass alle Spalten in den Feldern :guilabel:`Odoo` " "und :guilabel:`Dateispalte` fehlerfrei sind. Klicken Sie schließlich auf " ":guilabel:`Importieren`, um die Daten zu importieren." #: ../../content/applications/essentials/export_import_data.rst:127 msgid "Adapt a template" msgstr "Eine Vorlage anpassen" #: ../../content/applications/essentials/export_import_data.rst:129 msgid "" "Import templates are provided in the import tool of the most common data to " "import (contacts, products, bank statements, etc.). Open them with any " "spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, " "etc.)." msgstr "" "Im Import-Tool werden Importvorlagen für die am häufigsten zu importierenden" " Daten (Kontakte, Produkte, Kontoauszüge usw.) bereitgestellt. Sie können " "sie mit jeder Tabellenkalkulationssoftware (*Microsoft Office*, " "*OpenOffice*, *Google Drive*, etc.) öffnen." #: ../../content/applications/essentials/export_import_data.rst:133 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" "Sobald Sie die Vorlage heruntergeladen haben, folgen Sie diesen Schritten:" #: ../../content/applications/essentials/export_import_data.rst:135 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" "Fügen Sie Spalten hinzu, entfernen Sie sie und sortieren Sie sie so, dass " "sie am besten zu Ihrer Datenstruktur passen." #: ../../content/applications/essentials/export_import_data.rst:136 msgid "" "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) " "column (see why in the next section)." msgstr "" "Es wird dringend empfohlen, die ID-Spalte :guilabel:`Externe ID` **nicht** " "zu entfernen (siehe warum im nächsten Abschnitt)." #: ../../content/applications/essentials/export_import_data.rst:138 msgid "" "Set a unique ID to every record by dragging down the ID sequencing in the " ":guilabel:`External ID` (ID) column." msgstr "" "Legen Sie für jeden Datensatz eine eindeutige ID fest, indem Sie die ID-" "Reihenfolge in der Spalte :guilabel:`Externe ID` (ID) nach unten ziehen." #: ../../content/applications/essentials/export_import_data.rst-1 msgid "" "An animation of the mouse dragging down the ID column, so each record has a " "unique ID." msgstr "" "Eine Animation der Maus, die die ID-Spalte verschiebt, damit jeder Eintrag " "eine eigene ID hat." #: ../../content/applications/essentials/export_import_data.rst:146 msgid "" "When a new column is added, Odoo may not be able to map it automatically, if" " its label does not fit any field within Odoo. However, new columns can be " "mapped manually when the import is tested. Search the drop-down menu for the" " corresponding field." msgstr "" "Wenn Sie eine neue Spalte hinzufügen, ist Odoo möglicherweise nicht in der " "Lage, sie automatisch zuzuordnen, wenn ihre Bezeichnung zu keinem Feld in " "Odoo passt. Sie können jedoch neue Spalten manuell zuordnen, wenn Sie den " "Import testen. Suchen Sie im Dropdown-Menü nach dem entsprechenden Feld." #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" "Das Dropdown-Menü wurde im ersten Importbildschirm von Odoo erweitert." #: ../../content/applications/essentials/export_import_data.rst:154 msgid "" "Then, use this field's label in the import file to ensure future imports are" " successful." msgstr "" "Verwenden Sie dann die Bezeichnung dieses Feldes in der Importdatei, um " "sicherzustellen, dass zukünftige Importe erfolgreich sind." #: ../../content/applications/essentials/export_import_data.rst:157 msgid "" "Another useful way to find out the proper column names to import is to " "export a sample file using the fields that should be imported. This way, if " "there is not a sample import template, the names are accurate." msgstr "" "Eine weitere nützliche Methode, um die richtigen Spaltennamen für den Import" " herauszufinden, ist der Export einer Beispieldatei mit den Feldern, die " "importiert werden sollen. Wenn es keine Muster-Importvorlage gibt, sind die " "Namen auf diese Weise korrekt." #: ../../content/applications/essentials/export_import_data.rst:162 msgid "Import from another application" msgstr "Von anderer App importieren" #: ../../content/applications/essentials/export_import_data.rst:164 msgid "" "The :guilabel:`External ID` (ID) is a unique identifier for the line item. " "Feel free to use one from previous software to facilitate the transition to " "Odoo." msgstr "" "Die :guilabel:`Externe ID` (ID) ist eine eindeutige Kennung für die " "Position. Sie können gerne die aus Ihrer vorherigen Software verwenden, um " "den Übergang zu Odoo zu erleichtern." #: ../../content/applications/essentials/export_import_data.rst:167 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" "Die Angabe einer ID ist beim Importieren nicht zwingend erforderlich, aber " "in vielen Fällen hilfreich:" #: ../../content/applications/essentials/export_import_data.rst:169 msgid "" "Update imports: import the same file several times without creating " "duplicates." msgstr "" "Importe aktualisieren: Importieren Sie dieselbe Datei mehrmals, ohne " "Duplikate zu erzeugen." #: ../../content/applications/essentials/export_import_data.rst:170 msgid ":ref:`Import relation fields `." msgstr "" ":ref:`Beziehungsfelder importieren `." #: ../../content/applications/essentials/export_import_data.rst:172 msgid "" "To recreate relationships between different records, the unique identifier " "from the original application should be used to map it to the " ":guilabel:`External ID` (ID) column in Odoo." msgstr "" "Um Beziehungen zwischen verschiedenen Datensätzen wiederherzustellen, " "sollten Sie die eindeutige Kennung aus der ursprünglichen App verwenden, um " "sie der ID-Spalte :guilabel:`Externe ID` in Odoo zuzuordnen." #: ../../content/applications/essentials/export_import_data.rst:175 msgid "" "When another record is imported that links to the first one, use **XXX/ID** " "(XXX/External ID) for the original unique identifier. This record can also " "be found using its name." msgstr "" "Wenn ein weiterer Datensatz importiert wird, der mit dem ersten Datensatz " "verknüpft ist, verwenden Sie **XXX/ID** (XXX/Externe ID) für die " "ursprüngliche eindeutige Kennung. Dieser Datensatz kann auch über seinen " "Namen gefunden werden." #: ../../content/applications/essentials/export_import_data.rst:179 msgid "" "It should be noted that there will be a conflict if two or more records have" " the same name." msgstr "" "Beachten Sie, dass es zu einem Konflikt kommt, wenn zwei oder mehr " "Datensätze denselben Namen haben." #: ../../content/applications/essentials/export_import_data.rst:181 msgid "" "The :guilabel:`External ID` (ID) can also be used to update the original " "import, if modified data needs to be re-imported later, therefore, it is a " "good practice to specify it whenever possible." msgstr "" "Die :guilabel:`Externe ID` (ID) kann auch verwendet werden, um den " "ursprünglichen Import zu aktualisieren, wenn geänderte Daten später erneut " "importiert werden müssen. Es ist daher eine gute Praxis, sie anzugeben, wann" " immer dies möglich ist." #: ../../content/applications/essentials/export_import_data.rst:185 msgid "Field missing to map column" msgstr "Fehlendes Feld für Spaltenzuordnung" #: ../../content/applications/essentials/export_import_data.rst:187 msgid "" "Odoo heuristically tries to find the type of field for each column inside " "the imported file, based on the first ten lines of the files." msgstr "" "Odoo versucht heuristisch, den Feldtyp für jede Spalte in der importierten " "Datei zu finden, basierend auf den ersten zehn Zeilen der Dateien." #: ../../content/applications/essentials/export_import_data.rst:190 msgid "" "For example, if there is a column only containing numbers, only the fields " "with the *integer* type are presented as options." msgstr "" "Wenn es beispielsweise eine Spalte gibt, die nur Zahlen enthält, werden nur " "die Felder mit dem Typ *Ganzzahl* als Optionen angezeigt." #: ../../content/applications/essentials/export_import_data.rst:193 msgid "" "While this behavior might be beneficial in most cases, it is also possible " "that it could fail, or the column may be mapped to a field that is not " "proposed by default." msgstr "" "Obwohl dieses Verhalten in den meisten Fällen vorteilhaft ist, ist es auch " "möglich, dass es fehlschlägt oder dass die Spalte einem Feld zugeordnet " "wird, das nicht standardmäßig vorgeschlagen wird." #: ../../content/applications/essentials/export_import_data.rst:196 msgid "" "If this happens, check the :guilabel:`Show fields of relation fields " "(advanced) option`, then a complete list of fields becomes available for " "each column." msgstr "" "Wenn dies der Fall ist, aktivieren Sie die erweiterte Option " ":guilabel:`Felder der Beziehungsfelder anzeigen`, dann wird für jede Spalte " "eine vollständige Liste von Feldern verfügbar." #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Searching for the field to match the tax column." msgstr "Suche des Felds zum Abgleich der Steuerspalte." #: ../../content/applications/essentials/export_import_data.rst:204 msgid "Change data import format" msgstr "Format des Datenimports ändern" #: ../../content/applications/essentials/export_import_data.rst:207 msgid "" "Odoo can automatically detect if a column is a date, and tries to guess the " "date format from a set of most commonly used date formats. While this " "process can work for many date formats, some date formats are not " "recognizable. This can cause confusion, due to day-month inversions; it is " "difficult to guess which part of a date format is the day, and which part is" " the month, in a date, such as `01-03-2016`." msgstr "" "Odoo kann automatisch erkennen, ob es sich bei einer Spalte um ein Datum " "handelt, und es versucht, das Datumsformat aus einer Reihe der am häufigsten" " verwendeten Datumsformate zu erraten. Dieser Prozess kann zwar für viele " "Datumsformate funktionieren, aber einige Datumsformate werden nicht erkannt." " Dies kann aufgrund von Tag-Monat-Invertierungen zu Verwirrung führen; es " "ist schwierig zu erraten, welcher Teil eines Datumsformats der Tag und " "welcher Teil der Monat in einem Datum wie `01-03-2016` ist." #: ../../content/applications/essentials/export_import_data.rst:213 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options." msgstr "" "Beim Importieren einer :abbr:`CSV (Comma-separated Values)`-Datei bietet " "Odoo :guilabel:`Formatierungsoptionen`." #: ../../content/applications/essentials/export_import_data.rst:216 msgid "" "To view which date format Odoo has found from the file, check the " ":guilabel:`Date Format` that is shown when clicking on options under the " "file selector. If this format is incorrect, change it to the preferred " "format using *ISO 8601* to define the format." msgstr "" "Um zu sehen, welches Datumsformat Odoo in Ihrer Datei gefunden hat, können " "Sie das :guilabel:`Datumsformat` überprüfen, das angezeigt wird, wenn Sie " "auf Optionen unter der Dateiauswahl klicken. Wenn dieses Format nicht " "korrekt ist, können Sie es auf Ihr bevorzugtes Format ändern, indem Sie das " "Format mit *ISO 8601* definieren." #: ../../content/applications/essentials/export_import_data.rst:221 msgid "" "*ISO 8601* is an international standard, covering the worldwide exchange, " "along with the communication of date and time-related data. For example, the" " date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it " "should be written as `1981-07-24`." msgstr "" "*ISO 8601* ist ein internationaler Standard, der den weltweiten Austausch " "und die Kommunikation von Datums- und Zeitangaben abdeckt. Zum Beispiel " "sollte das Datumsformat `JJJJ-MM-TT` sein. Im Falle des 24. Juli 1981 sollte" " es also als `1981-07-24` geschrieben werden." #: ../../content/applications/essentials/export_import_data.rst:226 msgid "" "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to" " store dates. This maintains locale date formats for display, regardless of " "how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-" "separated Values)` file, use Odoo's :guilabel:`Formatting` section to select" " the date format columns to import." msgstr "" "Wenn Sie Excel-Dateien (`.xls`, `.xlsx`) importieren, sollten Sie " "*Datumszellen* zum Speichern von Daten verwenden. Dadurch bleiben die " "lokalen Datumsformate für die Anzeige erhalten, unabhängig davon, wie das " "Datum in Odoo formatiert ist. Wenn Sie eine :abbr:`CSV (Comma-separated " "Values)`-Datei importieren, verwenden Sie den Abschnitt " ":guilabel:`Formatierung` in Odoo, um die zu importierenden " "Datumsformatspalten auszuwählen." #: ../../content/applications/essentials/export_import_data.rst:232 msgid "Import numbers with currency signs" msgstr "Nummern mit Währungszeichen importieren" #: ../../content/applications/essentials/export_import_data.rst:234 msgid "" "Odoo fully supports numbers with parenthesis to represent negative signs, as" " well as numbers with currency signs attached to them. Odoo also " "automatically detects which thousand/decimal separator is used. If a " "currency symbol unknown to Odoo is used, it might not be recognized as a " "number, and the import crashes." msgstr "" "Odoo unterstützt Zahlen mit Klammern, um negative Vorzeichen darzustellen, " "sowie Zahlen mit angehängten Währungszeichen vollständig. Odoo erkennt " "außerdem automatisch, welches Tausender-/Dezimaltrennzeichen verwendet wird." " Wenn ein Odoo unbekanntes Währungssymbol verwendet wird, wird es " "möglicherweise nicht als Zahl erkannt und der Import stürzt ab." #: ../../content/applications/essentials/export_import_data.rst:240 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, the " ":guilabel:`Formatting` menu appears on the left-hand column. Under these " "options, the :guilabel:`Thousands Separator` can be changed." msgstr "" "Wenn Sie eine :abbr:`CSV (Comma-separated Values)`-Datei importieren, " "erscheint das Menü :guilabel:`Formatierung` in der linken Spalte. Unter " "diesen Optionen können Sie das :guilabel:`Tausendertrennzeichen` ändern." #: ../../content/applications/essentials/export_import_data.rst:244 msgid "" "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" "Beispiele für unterstützte Zahlen (mit der Zahl „zweiunddreißigtausend“):" #: ../../content/applications/essentials/export_import_data.rst:246 msgid "32.000,00" msgstr "32.000,00" #: ../../content/applications/essentials/export_import_data.rst:247 msgid "32000,00" msgstr "32000,00" #: ../../content/applications/essentials/export_import_data.rst:248 msgid "32,000.00" msgstr "32,000.00" #: ../../content/applications/essentials/export_import_data.rst:249 msgid "-32000.00" msgstr "-32000.00" #: ../../content/applications/essentials/export_import_data.rst:250 msgid "(32000.00)" msgstr "(32000.00)" #: ../../content/applications/essentials/export_import_data.rst:251 msgid "$ 32.000,00" msgstr "$ 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:252 msgid "(32000.00 €)" msgstr "(32000.00 €)" #: ../../content/applications/essentials/export_import_data.rst:254 msgid "Example that will not work:" msgstr "Beispiel, was nicht funktionieren wird:" #: ../../content/applications/essentials/export_import_data.rst:256 msgid "ABC 32.000,00" msgstr "ABC 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:257 msgid "$ (32.000,00)" msgstr "$ (32.000,00)" #: ../../content/applications/essentials/export_import_data.rst:260 msgid "" "A :guilabel:`() (parenthesis)` around the number indicates that the number " "is a negative value. The currency symbol **must** be placed within the " "parenthesis for Odoo to recognize it as a negative currency value." msgstr "" "Ein :guilabel:`() (Klammer)` um die Zahl zeigt an, dass die Zahl ein " "negativer Wert ist. Das Währungssymbol **muss** innerhalb der Klammer " "stehen, damit Odoo es als negativen Währungswert erkennt." #: ../../content/applications/essentials/export_import_data.rst:265 msgid "Import preview table not displayed correctly" msgstr "Tabelle der Importvorschau nicht korrekt angezeigt" #: ../../content/applications/essentials/export_import_data.rst:267 msgid "" "By default, the import preview is set on commas as field separators, and " "quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated " "Values)` file does not have these settings, modify the " ":guilabel:`Formatting` options (displayed under the :guilabel:`Import` " ":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV" " (Comma-separated Values)` file)." msgstr "" "Die Importvorschau ist standardmäßig auf Kommas als Feldtrenner und " "Anführungszeichen als Textbegrenzer eingestellt. Wenn die :abbr:`CSV (Comma-" "separated Values)`-Datei nicht über diese Einstellungen verfügt, ändern Sie " "die :guilabel:`Formatierungsoptionen` (angezeigt unter der Leiste :abbr:`CSV" " (Comma-separated Values)`-Datei :guilabel:`Importieren` nach Auswahl der " ":abbr:`CSV (Comma-separated Values)`-Datei)." #: ../../content/applications/essentials/export_import_data.rst:273 msgid "" "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a " "separator, Odoo does **not** detect the separations. The file format options" " need to be modified in the spreadsheet application. See the following " ":ref:`Change CSV file format ` section." msgstr "" "Wenn die :abbr:`CSV (Comma-separated Values)`-Datei eine Tabulatur als " "Trennzeichen hat, erkennt Odoo die Trennungen **nicht**. Die " "Dateiformatoptionen müssen in der Tabellenkalkulationsapp geändert werden. " "Siehe den folgenden Abschnitt :ref:`CSV-Dateiformat ändern " "`." #: ../../content/applications/essentials/export_import_data.rst:281 msgid "Change CSV file format in spreadsheet application" msgstr "CSV-Dateiformat in der Tabellenkalkulationsapp ändern" #: ../../content/applications/essentials/export_import_data.rst:283 msgid "" "When editing and saving :abbr:`CSV (Comma-separated Values)` files in " "spreadsheet applications, the computer's regional settings are applied for " "the separator and delimiter. Odoo suggests using *OpenOffice* or " "*LibreOffice*, as both applications allow modifications of all three options" " (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box" " --> Check the box 'Edit filter settings' --> Save`)." msgstr "" "Wenn Sie :abbr:`CSV (Comma-separated Values)`-Dateien in " "Tabellenkalkulationsprogrammen bearbeiten und speichern, werden die " "regionalen Einstellungen des Computers für das Trennzeichen und die " "Begrenzungszeichen verwendet. Odoo empfiehlt die Verwendung von *OpenOffice*" " oder *LibreOffice*, da beide Apps die Änderung aller drei Optionen erlauben" " (gehen Sie in der App *LibreOffice* zum Dialogfeld :menuselection:`Save As " "(Speichern als) --> Kästchen 'Edit filter settings' (Filtereinstellungen " "bearbeiten) ankreuzen --> Save (Speichern)`)." #: ../../content/applications/essentials/export_import_data.rst:289 msgid "" "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save " "As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" "In Microsoft Excel können Sie beim Speichern die Codierung ändern (in " ":menuselection:`Dialogfeld „Save as“ (Speichern als) --> Dropdown-Liste " "„Tools“ --> Reiter „Encoding“ (Codierung`)." #: ../../content/applications/essentials/export_import_data.rst:293 msgid "Difference between Database ID and External ID" msgstr "Unterschied zwischen Datenbank-ID und externer ID" #: ../../content/applications/essentials/export_import_data.rst:295 msgid "" "Some fields define a relationship with another object. For example, the " "country of a contact is a link to a record of the 'Country' object. When " "such fields are imported, Odoo has to recreate links between the different " "records. To help import such fields, Odoo provides three mechanisms." msgstr "" "Einige Felder definieren eine Beziehung zu einem anderen Objekt. Zum " "Beispiel ist das Land eines Kontakts eine Verknüpfung zu einem Datensatz des" " Objekts „Land“. Wenn solche Felder importiert werden, muss Odoo die " "Verknüpfungen zwischen den verschiedenen Datensätzen neu erstellen. Damit " "Sie solche Felder importieren können, bietet Odoo drei Mechanismen. " #: ../../content/applications/essentials/export_import_data.rst:300 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" "**Es sollte nur ein** Mechanismus pro importiertem Feld verwendet werden." #: ../../content/applications/essentials/export_import_data.rst:302 msgid "" "For example, to reference the country of a contact, Odoo proposes three " "different fields to import:" msgstr "" "Wenn Sie z. B. das Land eines Kontakts referenzieren möchten, schlägt Odoo " "Ihnen drei verschiedene Felder zum Importieren vor:" #: ../../content/applications/essentials/export_import_data.rst:304 msgid ":guilabel:`Country`: the name or code of the country" msgstr ":guilabel:`Land`: der Name oder Code des Landes" #: ../../content/applications/essentials/export_import_data.rst:305 msgid "" ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by" " the ID PostgreSQL column" msgstr "" ":guilabel:`Land/Datenbank-ID`: die eindeutige Odoo-ID für einen Datensatz, " "definiert durch die Spalte „ID PostgreSQL“" #: ../../content/applications/essentials/export_import_data.rst:307 msgid "" ":guilabel:`Country/External ID`: the ID of this record referenced in another" " application (or the `.XML` file that imported it)" msgstr "" ":guilabel:`Land/Externe ID`: die ID dieses Datensatzes, auf den in einer " "anderen App verwiesen wird (oder die .`.XML`-Datei, die ihn importiert hat)" #: ../../content/applications/essentials/export_import_data.rst:310 msgid "" "For the country of Belgium, for example, use one of these three ways to " "import:" msgstr "" "Für das Land Belgien können Sie zum Beispiel eine dieser 3 Möglichkeiten zum" " Import nutzen:" #: ../../content/applications/essentials/export_import_data.rst:312 msgid ":guilabel:`Country`: `Belgium`" msgstr ":guilabel:`Land`: `Belgien`" #: ../../content/applications/essentials/export_import_data.rst:313 msgid ":guilabel:`Country/Database ID`: `21`" msgstr ":guilabel:`Land/Datenbank-ID`: `21`" #: ../../content/applications/essentials/export_import_data.rst:314 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr ":guilabel:`Land/Datenbank-ID`: `base.be`" #: ../../content/applications/essentials/export_import_data.rst:316 msgid "" "According to the company's need, use one of these three ways to reference " "records in relations. Here is an example when one or the other should be " "used, according to the need:" msgstr "" "Je nach Bedarf des Unternehmens sollten Sie eine dieser drei Möglichkeiten " "verwenden, um auf Datensätze in Beziehungen zu verweisen. Hier sehen Sie ein" " Beispiel, wann Sie je nach Bedarf die eine oder die andere Methode " "verwenden sollten:" #: ../../content/applications/essentials/export_import_data.rst:319 msgid "" "Use :guilabel:`Country`: this is the easiest way when data comes from " ":abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" ":guilabel:`Land` verwenden: Dies ist der einfachste Weg, wenn Ihre Daten aus" " :abbr:`CSV (Comma-separated Values)`-Dateien stammen, die manuell erstellt " "wurden." #: ../../content/applications/essentials/export_import_data.rst:321 msgid "" "Use :guilabel:`Country/Database ID`: this should rarely be used. It is " "mostly used by developers as the main advantage is to never have conflicts " "(there may be several records with the same name, but they always have a " "unique Database ID)" msgstr "" ":guilabel:`Land/Datenbank-ID` verwenden: Dies sollte nur selten verwendet " "werden. Sie wird hauptsächlich von Entwicklern verwendet, da ihr " "Hauptvorteil darin besteht, dass es nie zu Konflikten kommt (Sie können " "mehrere Datensätze mit demselben Namen haben, aber sie haben immer eine " "eindeutige Datenbank-ID)." #: ../../content/applications/essentials/export_import_data.rst:324 msgid "" "Use :guilabel:`Country/External ID`: use *External ID* when importing data " "from a third-party application." msgstr "" ":guilabel:`Land/externe ID` verwenden: Verwenden Sie die *externe ID*, wenn " "Sie Daten aus einer App eines Drittanbieters importieren." #: ../../content/applications/essentials/export_import_data.rst:327 msgid "" "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` " "files with the :guilabel:`External ID` (ID) column defining the *External " "ID* of each record that is imported. Then, a reference can be made to that " "record with columns, like `Field/External ID`. The following two :abbr:`CSV " "(Comma-separated Values)` files provide an example for products and their " "categories." msgstr "" "Wenn *Externe IDs* verwendet werden, importieren Sie :abbr:`CSV (Comma-" "separated Values)`-Dateien mit der Spalte :guilabel:`Externe ID` (ID), die " "die *Externe ID* jedes importierten Datensatzes definiert. Dann kann auf " "diesen Datensatz mit Spalten wie `Feld/Externe ID` verwiesen werden. Die " "folgenden zwei :abbr:`CSV (Comma-separated Values)`-Dateien liefern ein " "Beispiel für Produkte und ihre Kategorien." #: ../../content/applications/essentials/export_import_data.rst:332 msgid "" ":download:`CSV file for categories " "`" msgstr "" ":download:`CSV-Datei für Kategorien " "`" #: ../../content/applications/essentials/export_import_data.rst:334 msgid "" ":download:`CSV file for Products " "`" msgstr "" ":download:`CSV-Datei für Produkte " "`" #: ../../content/applications/essentials/export_import_data.rst:340 msgid "Import relation fields" msgstr "Beziehungsfelder importieren" #: ../../content/applications/essentials/export_import_data.rst:342 msgid "" "An Odoo object is always related to many other objects (e.g. a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations, the records of the related object need to be imported first, from" " their own list menu." msgstr "" "Ein Odoo-Objekt ist immer mit vielen anderen Objekten verbunden (z. B. ist " "ein Produkt mit Produktkategorien, Attributen, Lieferanten usw. verbunden). " "Um diese Beziehungen zu importieren, müssen zunächst die Datensätze der " "verknüpften Objekte aus deren eigenem Listenmenü importiert werden." #: ../../content/applications/essentials/export_import_data.rst:346 msgid "" "This can be achieved by using either the name of the related record, or its " "ID, depending on the circumstances. The ID is expected when two records have" " the same name. In such a case add `/ ID` at the end of the column title " "(e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" "Dazu können Sie entweder den Namen des Bezugsdatensatzes oder seine ID " "verwenden, je nach den Umständen. Die ID wird erwartet, wenn zwei Datensätze" " den gleichen Namen haben. Fügen Sie in einem solchen Fall `/ ID` am Ende " "des Spaltentitels hinzu (z. B. für Produktattribute: `Produktattribute / " "Attribut / ID`)." #: ../../content/applications/essentials/export_import_data.rst:351 msgid "Options for multiple matches on fields" msgstr "Optionen für mehrere Übereinstimmungen in Feldern" #: ../../content/applications/essentials/export_import_data.rst:353 msgid "" "If, for example, there are two product categories with the child name " "`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the" " validation is halted, but the data may still be imported. However, Odoo " "recommends that the data is not imported because it will all be linked to " "the first `Sellable` category found in the *Product Category* list (`Misc. " "Products/Sellable`). Odoo, instead, recommends modifying one of the " "duplicate's values, or the product category hierarchy." msgstr "" "Wenn Sie z. B. zwei Produktkategorien mit dem untergeordneten Namen " "`Verkäuflich` haben (d. h. `Sonstige Produkte/Verkäuflich` & `Andere " "Produkte/Verkäuflich`), wird Ihre Validierung gestoppt, aber Sie können Ihre" " Daten trotzdem importieren. Odoo empfiehlt Ihnen jedoch, die Daten nicht zu" " importieren, da sie alle mit der ersten Kategorie `Verkäuflich` in der " "*Produktkategorienliste* (`Sonstige Produkte/Verkäuflich`) verknüpft werden." " Odoo empfiehlt Ihnen jedoch, einen der Werte der Duplikate oder Ihre " "Produktkategorie-Hierarchie zu ändern." #: ../../content/applications/essentials/export_import_data.rst:360 msgid "" "However, if the company does not wish to change the configuration of product" " categories, Odoo recommends making use of the *External ID* for this field," " 'Category'." msgstr "" "Wenn das Unternehmen jedoch die Konfiguration der Produktkategorien nicht " "ändern möchte, empfiehlt Odoo die Verwendung der *Externen ID* für dieses " "Feld, „Kategorie“." #: ../../content/applications/essentials/export_import_data.rst:364 msgid "Import many2many relationship fields" msgstr "many2many-Beziehungsfelder importieren" #: ../../content/applications/essentials/export_import_data.rst:366 msgid "" "The tags should be separated by a comma, without any spacing. For example, " "if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`" " then 'Manufacturer,Retailer' needs to be encoded in the same column of the " ":abbr:`CSV (Comma-separated Values)` file." msgstr "" "Die Stichwörter sollten durch ein Komma getrennt werden, ohne Zwischenraum. " "Wenn ein Kunde zum Beispiel mit beiden Stichwörtern verknüpft werden muss: " "`Hersteller` und `Einzelhändler` verknüpft werden soll, dann muss " "`Hersteller, Einzelhändler` in derselben Spalte der :abbr:CSV (Comma-" "separated Values)-Datei codiert werden." #: ../../content/applications/essentials/export_import_data.rst:370 msgid "" ":download:`CSV file for Manufacturer, Retailer " "`" msgstr "" ":download:`CSV-Datei für Hersteller, Händler " "`" #: ../../content/applications/essentials/export_import_data.rst:373 msgid "Import one2many relationships" msgstr "one2many-Beziehungsfelder importieren" #: ../../content/applications/essentials/export_import_data.rst:375 msgid "" "If a company wants to import a sales order with several order lines, a " "specific row **must** be reserved in the :abbr:`CSV (Comma-separated " "Values)` file for each order line. The first order line is imported on the " "same row as the information relative to order. Any additional lines need an " "additional row that does not have any information in the fields relative to " "the order." msgstr "" "Wenn ein Unternehmen einen Verkaufsauftrag mit mehreren Auftragszeilen " "importieren möchte, muss in der :abbr:`CSV (Comma-separated Values)`-Datei " "für jede Auftragszeile eine eigene Zeile reserviert werden. Die erste " "Auftragszeile wird in dieselbe Zeile importiert, in der auch die " "Informationen zum Auftrag stehen. Alle weiteren Zeilen benötigen eine " "zusätzliche Zeile, die keine Informationen in den Feldern relativ zur " "Bestellung enthält." #: ../../content/applications/essentials/export_import_data.rst:380 msgid "" "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some " "quotations that can be imported, based on demo data:" msgstr "" "Als Beispiel finden Sie hier eine :abbr:`CSV (Comma-separated Values)`-Datei" " mit einigen Angeboten, die Sie auf der Grundlage von Demodaten importieren " "können:" #: ../../content/applications/essentials/export_import_data.rst:383 msgid "" ":download:`File for some Quotations " "`" msgstr "" ":download:`Datei für einige Angebote " "`" #: ../../content/applications/essentials/export_import_data.rst:386 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "purchase orders with their respective purchase order lines:" msgstr "" "Die folgende :abbr:`CSV (Comma-separated Values)`-Datei zeigt, wie Sie " "Bestellungen mit den entsprechenden Bestellzeilen importieren können:" #: ../../content/applications/essentials/export_import_data.rst:389 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`" msgstr "" ":download:`Bestellungen mit den entsprechenden Bestellzeilen " "`." #: ../../content/applications/essentials/export_import_data.rst:392 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "customers and their respective contacts:" msgstr "" "Die folgende :abbr:`CSV (Comma-separated Values)`-Datei zeigt, wie Sie " "Kunden mit den entsprechenden Kontakten importieren können:" #: ../../content/applications/essentials/export_import_data.rst:395 msgid "" ":download:`Customers and their respective contacts " "`" msgstr "" ":download:`Kunden und deren entsprechenden Kontakte " "`" #: ../../content/applications/essentials/export_import_data.rst:399 msgid "Import records several times" msgstr "Datensätze mehrfach importieren" #: ../../content/applications/essentials/export_import_data.rst:401 msgid "" "If an imported file contains one of the columns: :guilabel:`External ID` or " ":guilabel:`Database ID`, records that have already been imported are " "modified, instead of being created. This is extremely useful as it allows " "users to import the same :abbr:`CSV (Comma-separated Values)` file several " "times, while having made some changes in between two imports." msgstr "" "Wenn eine importierte Datei eine der Spalten :guilabel:`Externe ID` oder " ":guilabel:`Datenbank-ID` enthält, werden bereits importierte Datensätze " "geändert, anstatt neu erstellt zu werden. Dies ist äußerst nützlich, da es " "Benutzern ermöglicht, dieselbe :abbr:`CSV (Comma-separated Values)`-Datei " "mehrmals zu importieren, während sie zwischen zwei Importen einige " "Änderungen vorgenommen haben." #: ../../content/applications/essentials/export_import_data.rst:406 msgid "" "Odoo takes care of creating or modifying each record, depending if it is new" " or not." msgstr "" "Odoo kümmert sich darum, jeden Datensatz zu erstellen oder zu ändern, je " "nachdem, ob er neu ist oder nicht." #: ../../content/applications/essentials/export_import_data.rst:408 msgid "" "This feature allows a company to use the *Import/Export tool* in Odoo to " "modify a batch of records in a spreadsheet application." msgstr "" "Mit dieser Funktion kann ein Unternehmen das *Import/Export-Tool* von Odoo " "verwenden, um eine Reihe von Datensätzen in einer Tabellenkalkulationsapp zu" " ändern." #: ../../content/applications/essentials/export_import_data.rst:412 msgid "Value not provided for a specific field" msgstr "Kein Wert für ein bestimmtes Feld" #: ../../content/applications/essentials/export_import_data.rst:414 msgid "" "If all fields are not set in the CSV file, Odoo assigns the default value " "for every non-defined field. But, if fields are set with empty values in the" " :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the" " field, instead of assigning the default value." msgstr "" "Wenn nicht alle Felder in der CSV-Datei festgelegt sind, weist Odoo für " "jedes nicht definierte Feld den Standardwert zu. Wenn jedoch in der " ":abbr:`CSV (Comma-separated Values)`-Datei Felder mit leeren Werten gesetzt " "sind, setzt Odoo den leeren Wert in das Feld, anstatt den Standardwert " "zuzuweisen." #: ../../content/applications/essentials/export_import_data.rst:419 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" "Verschiedene Tabellen aus einer SQL-Anwendung in Odoo " "importieren/exportieren" #: ../../content/applications/essentials/export_import_data.rst:421 msgid "" "If data needs to be imported from different tables, relations need to be " "recreated between records belonging to different tables. For instance, if " "companies and people are imported, the link between each person and the " "company they work for needs to be recreated." msgstr "" "Wenn Daten aus verschiedenen Tabellen importiert werden müssen, müssen die " "Beziehungen zwischen Datensätzen, die zu verschiedenen Tabellen gehören, neu" " erstellt werden. Wenn zum Beispiel Unternehmen und Personen importiert " "werden, muss die Verknüpfung zwischen jeder Person und dem Unternehmen, für " "das sie arbeitet, neu erstellt werden." #: ../../content/applications/essentials/export_import_data.rst:425 msgid "" "To manage relations between tables, use the `External ID` facilities of " "Odoo. The `External ID` of a record is the unique identifier of this record " "in another application. The `External ID` must be unique across all records " "of all objects. It is a good practice to prefix this `External ID` with the " "name of the application or table. (like, 'company_1', 'person_1' - instead " "of '1')" msgstr "" "Um Beziehungen zwischen Tabellen zu verwalten, können Sie die Funktionen " "`Externe ID` von Odoo nutzen. Die `Externe ID` eines Datensatzes ist die " "eindeutige Kennung dieses Datensatzes in einer anderen Anwendung. Diese " "`Externe ID` muss für alle Datensätze aller Objekte eindeutig sein. Daher " "ist es eine gute Vorgehensweise, dieser `Externen ID` den Namen der App oder" " Tabelle voranzustellen. (z. B. 'Unternehmen_1', 'Person_1' anstelle von " "'1')" #: ../../content/applications/essentials/export_import_data.rst:430 msgid "" "As an example, suppose there is an SQL database with two tables that are to " "be imported: companies and people. Each person belongs to one company, so " "the link between a person and the company they work for must be recreated." msgstr "" "Nehmen wir an, es gibt eine SQL-Datenbank mit zwei Tabellen, die importiert " "werden sollen: Unternehmen und Personen. Jede Person gehört zu einem " "Unternehmen, also muss die Verknüpfung zwischen einer Person und dem " "Unternehmen, für das sie arbeitet, neu erstellt werden." #: ../../content/applications/essentials/export_import_data.rst:434 msgid "" "Test this example, with a :download:`sample of a PostgreSQL database " "`." msgstr "" "Testen Sie dieses Beispiel mit einem :download:`Beispiel für eine " "PostgreSQL-Datenbank `." #: ../../content/applications/essentials/export_import_data.rst:437 msgid "" "First, export all companies and their *External ID*. In PSQL, write the " "following command:" msgstr "" "Zunächst exportieren wir alle Unternehmen und ihre *Externe ID*. Schreiben " "Sie den folgenden Befehl in PSQL:" #: ../../content/applications/essentials/export_import_data.rst:443 msgid "" "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` " "file:" msgstr "" "Dieser SQL-Befehl erstellt die folgende :abbr:`CSV (Comma-separated " "Values)`-Datei:" #: ../../content/applications/essentials/export_import_data.rst:452 msgid "" "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to" " companies, use the following SQL command in PSQL:" msgstr "" "Um die :abbr:`CSV (Comma-separated Values)`-Datei für Personen, die mit " "Unternehmen verknüpft sind, zu erstellen, verwenden Sie den folgenden SQL-" "Befehl in PSQL:" #: ../../content/applications/essentials/export_import_data.rst:459 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" "Dadurch wird die folgende :abbr:`CSV (Comma-separated Values)`-Datei " "erzeugt:" #: ../../content/applications/essentials/export_import_data.rst:469 msgid "" "In this file, Fabien and Laurence are working for the Bigees company " "(`company_1`), and Eric is working for the Organi company. The relation " "between people and companies is done using the *External ID* of the " "companies. The *External ID* is prefixed by the name of the table to avoid a" " conflict of ID between people and companies (`person_1` and `company_1`, " "who shared the same ID 1 in the original database)." msgstr "" "In dieser Datei arbeiten Fabien und Laurence für das Unternehmen Bigees " "(`company_1`) und Eric arbeitet für das Unternehmen Organi. Die Beziehung " "zwischen Personen und Unternehmen wird über die *externe ID* der Unternehmen" " hergestellt. Wir mussten der *externen ID* den Namen der Tabelle " "voranstellen, um einen ID-Konflikt zwischen Personen und Unternehmen zu " "vermeiden (`person_1` und `company_1`,, die in der ursprünglichen Datenbank " "die gleiche ID 1 hatten)." #: ../../content/applications/essentials/export_import_data.rst:475 msgid "" "The two files produced are ready to be imported in Odoo without any " "modifications. After having imported these two :abbr:`CSV (Comma-separated " "Values)` files, there are four contacts and three companies (the first two " "contacts are linked to the first company). Keep in mind to first import the " "companies, and then the people." msgstr "" "Die beiden erzeugten Dateien können ohne Änderungen in Odoo importiert " "werden. Nachdem Sie diese beiden :abbr:`CSV (Comma-separated " "Values)`-Dateien importiert haben, haben Sie vier Kontakte und drei " "Unternehmen. (die ersten beiden Kontakte sind mit dem ersten Unternehmen " "verknüpft). Sie müssen zuerst die Unternehmen und dann die Personen " "importieren." #: ../../content/applications/essentials/in_app_purchase.rst:3 msgid "In-app purchases (IAP)" msgstr "In-App-Käufe (In-App Purchase, IAP)" #: ../../content/applications/essentials/in_app_purchase.rst:7 msgid "" "In-app purchases (IAP) are optional services that enhance Odoo databases. " "Each service provides its own specific features and functionality. A full " "list of services is available on the `Odoo IAP Catalog " "`_." msgstr "" "In-App-Käufe (IAP) sind optionale Dienste, die Odoo-Datenbanken erweitern. " "Jeder Service bietet seine eigenen spezifischen Merkmale und Funktionen. " "Eine vollständige Liste der Services finden Sie im `Odoo-IAP-Katalog " "`_." #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "Der auf IAP.Odoo.com verfügbare IAP-Katalog mit mehreren Services." #: ../../content/applications/essentials/in_app_purchase.rst:16 msgid "" "The :guilabel:`SMS` service sends text messages to contacts directly from " "the database, and the :guilabel:`Documents Digitization` service digitizes " "scanned or PDF vendor bills, expenses, and resumes with optical character " "recognition (OCR) and artificial intelligence (AI)." msgstr "" "Der :guilabel:`SMS`-Service sendet Textnachrichten an Kontakte direkt aus " "der Datenbank, und der :guilabel:`Dokumentendigitalisierung`-Service " "digitalisiert gescannte oder im PDF-Format vorliegende " "Lieferantenrechnungen, Ausgaben und Lebensläufe mit optischer " "Zeichenerkennung (OCR) und künstlicher Intelligenz (KI)." #: ../../content/applications/essentials/in_app_purchase.rst:20 msgid "" "|IAP| services do **not** need to be configured or set up before use. Odoo " "users can simply click on the service in the app to activate it. However, " "each service requires its own prepaid credits, and when they run out, users " "**must** :ref:`buy more ` in order to keep using it." msgstr "" "|IAP|-Services müssen **nicht** vor der Verwendung konfiguriert oder " "eingerichtet werden. Odoo-Benutzer können einfach auf den Service in der App" " klicken, um ihn zu aktivieren. Allerdings benötigt jeder Service sein " "eigenes im Voraus bezahltes Guthaben, und wenn dieses aufgebraucht ist, " "**müssen** Sie :ref:`weiteres erwerben `, um den Service" " weiter nutzen zu können." #: ../../content/applications/essentials/in_app_purchase.rst:25 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test IAP" " features before deciding to purchase more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" "Odoo-Enterprise-Benutzer mit einem gültigen Abonnement erhalten kostenloses " "Guthaben, um IAP-Funktionen zu testen, bevor sie sich für den Kauf weiteren " "Guthabens für die Datenbank entscheiden. Dazu gehören " "Demo-/Schulungsdatenbanken, Schulungsdatenbanken und „1 App " "gratis“-Datenbanken." #: ../../content/applications/essentials/in_app_purchase.rst:32 msgid "IAP services" msgstr "IAP-Services" #: ../../content/applications/essentials/in_app_purchase.rst:34 msgid "" "|IAP| services are provided by Odoo, as well as third-parties, and have a " "wide range of uses." msgstr "" "|IAP|-Services werden sowohl von Odoo als auch von Drittanbietern zur " "Verfügung gestellt und haben eine Vielzahl von Verwendungsmöglichkeiten." #: ../../content/applications/essentials/in_app_purchase.rst:36 msgid "The following |IAP| services are offered by Odoo:" msgstr "Odoo bietet folgende |IAP|-Services an:" #: ../../content/applications/essentials/in_app_purchase.rst:38 msgid "" ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, " "expenses, and resumes with OCR and AI." msgstr "" ":guilabel:`Dokumentdigitalisierung`: digitalisiert gescannte oder PDF-" "Lieferantenrechnungen, Ausgaben und Lebensläufe mit OCR und KI." #: ../../content/applications/essentials/in_app_purchase.rst:40 msgid "" ":guilabel:`Partner Autocomplete`: automatically populates contact records " "with corporate data." msgstr "" ":guilabel:`Partner-Autovervollständigung`: füllt Kontaktdatensätze " "automatisch mit Unternehmensdaten auf." #: ../../content/applications/essentials/in_app_purchase.rst:41 msgid "" ":guilabel:`SMS`: sends SMS text messages to contacts directly from the " "database." msgstr "" ":guilabel:`SMS`: sendet SMS-Textnachrichten direkt aus der Datenbank an " "Kontakte." #: ../../content/applications/essentials/in_app_purchase.rst:42 msgid "" ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and" " converts web visitors into quality leads and opportunities." msgstr "" ":guilabel:`Lead-Generierung`: generiert Leads auf der Grundlage einer Reihe " "von Kriterien und konvertiert Webbesucher in hochwertige Leads und " "Verkaufschancen." #: ../../content/applications/essentials/in_app_purchase.rst:44 msgid "" ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by " "post, worldwide." msgstr "" ":guilabel:`Postversand`: versendet Kundenrechnungen und Mahnungen per Post, " "weltweit." #: ../../content/applications/essentials/in_app_purchase.rst:45 msgid "" ":guilabel:`Signer identification with itsme®️`: ask document signatories in " "Odoo *Sign* to provide their identity using the *itsme®* identity platform, " "which is available in Belgium and the Netherlands." msgstr "" ":guilabel:`Identifizierung des Unterzeichners via itsme®️`: Bitten Sie die " "Unterzeichner von Dokumenten in Odoo *E-Signatur*, ihre Identität über die " "*itsme®*-Identitätsplattform anzugeben, die in Belgien und den Niederlanden " "verfügbar ist." #: ../../content/applications/essentials/in_app_purchase.rst:49 msgid "" "For more information on every service currently available (offered from " "developers other than Odoo), visit the `Odoo IAP Catalog " "`_." msgstr "" "Weitere Informationen über alle derzeit verfügbaren Dienste (von " "Entwicklern, die nicht von Odoo sind) finden Sie im `Odoo-IAP-Katalog " "`_." #: ../../content/applications/essentials/in_app_purchase.rst:53 msgid "Use IAP services" msgstr "IAP-Services verwenden" #: ../../content/applications/essentials/in_app_purchase.rst:55 msgid "" "|IAP| services are automatically integrated with Odoo, and do **not** " "require users to configure any settings. To use a service, simply interact " "with it wherever it appears in the database." msgstr "" "|IAP|-Services sind automatisch in Odoo integriert und erfordern **keine** " "Einstellungen. Um einen Service zu nutzen, interagieren Sie einfach mit ihm," " wo immer er in der Datenbank erscheint." #: ../../content/applications/essentials/in_app_purchase.rst:59 msgid "" "The following flow focuses on the *SMS* |IAP| service being used from a " "contact's record." msgstr "" "Der folgende Ablauf konzentriert sich auf den |IAP|-Service *SMS*, der von " "einem Kontaktdatensatz verwendet wird." #: ../../content/applications/essentials/in_app_purchase.rst:61 msgid "" "This can be done by clicking the :guilabel:`📱 SMS` icon within the database." msgstr "Klicken Sie dazu in der Datenbank auf das Symbol :guilabel:`📱 SMS`." #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS icon on a typical contact information form located within an Odoo " "database." msgstr "" "Das SMS-Symbol auf einem typischen Kontaktformular in einer Odoo-Datenbank." #: ../../content/applications/essentials/in_app_purchase.rst:67 msgid "" "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the " "following steps:" msgstr "" "Eine Möglichkeit, den |IAP|-Service *SMS* mit Odoo zu nutzen, wird in den " "folgenden Schritten gezeigt:" #: ../../content/applications/essentials/in_app_purchase.rst:69 msgid "" "First, navigate to the :menuselection:`Contacts application`, and click on a" " contact with a mobile phone number entered in either the :guilabel:`Phone` " "or :guilabel:`Mobile` field of the contact form." msgstr "" "Navigieren Sie zuerst zur App :menuselection:`Kontakte` und klicken Sie auf " "einen Kontakt mit einer Mobiltelefonnummer, die entweder in das Feld " ":guilabel:`Telefon` oder :guilabel:`Mobil` des Kontaktformulars eingegeben " "wurde." #: ../../content/applications/essentials/in_app_purchase.rst:73 msgid "" "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the " ":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` " "icon, and a :guilabel:`Send SMS Text Message` pop-up window appears." msgstr "" "Suchen Sie dann das Symbol :guilabel:`📱 SMS`, das rechts neben den Feldern " ":guilabel:`Telefon` oder :guilabel:`Mobil` erscheint. Klicken Sie auf das " "Symbol :guilabel:`📱 SMS` und ein Pop-up-Fenster :guilabel:`SMS-Textnachricht" " versenden` erscheint." #: ../../content/applications/essentials/in_app_purchase.rst:77 msgid "" "Type a message in the :guilabel:`Message` field of the pop-up window. Then, " "click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS," " to the contact, and logs what was sent in the *chatter* of the contact's " "form." msgstr "" "Geben Sie eine Nachricht in das Feld :guilabel:`Nachricht` des Pop-up-" "Fensters. Klicken Sie dann auf die Schaltfläche :guilabel:`SMS versenden`. " "Odoo sendet daraufhin die Nachricht per SMS an den Kontakt und protokolliert" " den Versand im *Chatter* des Kontaktformulars." #: ../../content/applications/essentials/in_app_purchase.rst:81 msgid "" "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| " "service are automatically deducted from the existing credits. If there are " "not enough credits to send the message, Odoo prompts the user to purchase " "more." msgstr "" "Beim Versenden der SMS-Nachricht wird das im Voraus bezahlte Guthaben für " "den |IAP|-Service *SMS* automatisch von dem vorhandenen Guthaben abgezogen. " "Wenn das Guthaben nicht ausreicht, um die Nachricht zu versenden, fordert " "Odoo den Benutzer auf, mehr Guthaben zu erwerben." #: ../../content/applications/essentials/in_app_purchase.rst:86 msgid "" "For more information on how to use various |IAP| services, and for more in-" "depth instructions related to SMS functionality in Odoo, review the " "documentation below:" msgstr "" "Weitere Informationen über die Verwendung verschiedener |IAP|-Service und " "ausführlichere Anleitungen zur SMS-Funktionalität in Odoo finden Sie in der " "nachstehenden Dokumentation:" #: ../../content/applications/essentials/in_app_purchase.rst:89 msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`" msgstr ":doc:`Lead-Gewinnung <../sales/crm/acquire_leads/lead_mining>`" #: ../../content/applications/essentials/in_app_purchase.rst:90 msgid "" ":doc:`Enrich your contacts base with Partner Autocomplete " "<../sales/crm/optimize/partner_autocomplete>`" msgstr "" ":doc:`Ihre Kontaktdatenbank mit Partner-Autovervollständigung anreichern " "<../sales/crm/optimize/partner_autocomplete>`" #: ../../content/applications/essentials/in_app_purchase.rst:92 msgid "" ":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`" msgstr "" ":doc:`SMS-Grundlagen <../marketing/sms_marketing/essentials/sms_essentials>`" #: ../../content/applications/essentials/in_app_purchase.rst:97 msgid "IAP credits" msgstr "IAP-Guthaben" #: ../../content/applications/essentials/in_app_purchase.rst:99 msgid "" "Every time an |IAP| service is used, the prepaid credits for that service " "are spent. Odoo prompts the purchase of more credits when there are not " "enough credits left to continue using a service. Email alerts can also be " "set up for when :ref:`credits are low `." msgstr "" "Jedes Mal, wenn ein |IAP|-Service genutzt wird, werden die im Voraus " "bezahlten Guthaben für diesen Service verbraucht. Odoo fordert Sie auf, mehr" " Guthaben zu kaufen, wenn nicht mehr genügend Guthaben für die weitere " "Nutzung eines Dienstes vorhanden ist. Sie können auch E-Mail-" "Benachrichtigungen einrichten, wenn :ref:`das Guthaben nicht ausreicht " "`." #: ../../content/applications/essentials/in_app_purchase.rst:103 msgid "" "Credits are purchased in *Packs* from the `Odoo IAP Catalog " "`_, and pricing is specific to" " each service." msgstr "" "Guthaben werden in *Packs* aus dem `Odoo-IAP-Katalog " "`_ gekauft, und die Preise " "sind für jeden Dienst spezifisch." #: ../../content/applications/essentials/in_app_purchase.rst:107 msgid "" "The `SMS service `_ has four " "packs available, in denominations of:" msgstr "" "Es gibt vier verfügbare Pakete für den `SMS-Service " "`_, in Nennwerten von:" #: ../../content/applications/essentials/in_app_purchase.rst:110 msgid ":guilabel:`Starter Pack`: 10 credits" msgstr ":guilabel:`Starter-Pack`: 10 Guthaben" #: ../../content/applications/essentials/in_app_purchase.rst:111 msgid ":guilabel:`Standard Pack`: 100 credits" msgstr ":guilabel:`Standard-Pack`: 100 Guthaben" #: ../../content/applications/essentials/in_app_purchase.rst:112 msgid ":guilabel:`Advanced Pack`: 500 credits" msgstr ":guilabel:`Erweitertes Pack`: 500 Guthaben" #: ../../content/applications/essentials/in_app_purchase.rst:113 msgid ":guilabel:`Expert Pack`: 1,000 credits" msgstr ":guilabel:`Experten-Pack`: 1.000 Guthaben" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "Four different packs of credits for the SMS IAP service." msgstr "Vier unterschiedliche Packs von Guthaben für den SMS-IAP-Service." #: ../../content/applications/essentials/in_app_purchase.rst:119 msgid "" "The number of credits consumed depends on the length of the SMS and the " "country of destination." msgstr "" "Die Anzahl der verbrauchten Guthaben hängt von der Länge der SMS und dem " "Zielland ab." #: ../../content/applications/essentials/in_app_purchase.rst:121 msgid "" "For more information, refer to the :doc:`SMS Pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation." msgstr "" "Weitere Informationen finden Sie in der Dokumentation :doc:`SMS-" "Preisgestaltung und FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`." #: ../../content/applications/essentials/in_app_purchase.rst:127 msgid "Buy credits" msgstr "Guthaben kaufen" #: ../../content/applications/essentials/in_app_purchase.rst:129 msgid "" "If there are not enough credits to perform a task, the database " "automatically prompts the purchase of more credits." msgstr "" "Wenn nicht genügend Guthaben für eine Aufgabe vorhanden sind, fordert die " "Datenbank automatisch zum Kauf weiterer Guthaben auf." #: ../../content/applications/essentials/in_app_purchase.rst:132 msgid "" "Users can check the current balance of credits for each service, and " "manually purchase more credits, by navigating to the " ":menuselection:`Settings app --> Contacts section`, and beneath the " ":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`." msgstr "" "Sie können das aktuelle Guthaben für jeden Dienst überprüfen und manuell " "mehr Guthaben erwerben, indem Sie zur :menuselection:`Einstellungen --> " "Kontakte` navigieren und unter der Einstellung :guilabel:`Odoo IAP` und " "klicken Sie auf :guilabel:`Meine Services anzeigen`." #: ../../content/applications/essentials/in_app_purchase.rst:136 msgid "" "Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" "Auf diese Weise gelangen Sie auf die Seite :guilabel:`IAP-Service`, auf der " "die verschiedenen |IAP|-Services in der Datenbank aufgelistet sind. Klicken " "Sie von hier aus auf einen |IAP|-Service, um die Seite " ":guilabel:`Kontoinformationen` zu öffnen, auf der Sie zusätzliches Guthaben " "erwerben können." #: ../../content/applications/essentials/in_app_purchase.rst:141 msgid "Manually buy credits" msgstr "Guthaben manuell erwerben" #: ../../content/applications/essentials/in_app_purchase.rst:143 msgid "To manually buy credits in Odoo, follow these steps:" msgstr "" "Durchlaufen Sie diese Schritte, um Guthaben manuell in Odoo zu erwerben:" #: ../../content/applications/essentials/in_app_purchase.rst:145 msgid "" "First, go to the :menuselection:`Settings application` and type `IAP` in the" " :guilabel:`Search...` bar. Alternatively users can scroll down to the " ":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where " "it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The Settings app showing the Odoo IAP heading and View My Services button." msgstr "" "Die Einstellungen-App mit der Odoo-IAP-Überschrift und die Schaltfläche " "„Meine Services anzeigen“." #: ../../content/applications/essentials/in_app_purchase.rst:154 msgid "" "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" "Auf diese Weise gelangen Sie auf die Seite :guilabel:`IAP-Konto`, auf der " "die verschiedenen |IAP|-Services in der Datenbank aufgelistet sind. Klicken " "Sie von hier aus auf einen |IAP|-Service, um die Seite " ":guilabel:`Kontoinformationen` zu öffnen, auf der Sie zusätzliches Guthaben " "erwerben können." #: ../../content/applications/essentials/in_app_purchase.rst:158 msgid "" "On the :guilabel:`Account Information` page, click the :guilabel:`Buy " "Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` " "page in a new tab. From here, click :guilabel:`Buy` on the desired pack of " "credits. Then, follow the prompts to enter payment details, and confirm the " "order." msgstr "" "Klicken Sie auf der Seite :guilabel:`Kontoinformationen` auf die " "Schaltfläche :guilabel:`Guthaben kaufen`. Dadurch wird die Seite " ":guilabel:`Guthaben kaufen für (IAP-Konto)` in einem neuen Reiter geöffnet. " "Klicken Sie hier auf :guilabel:`Kaufen` für das gewünschte Pack von " "Guthaben. Folgen Sie dann den Aufforderungen zur Eingabe der Zahlungsdaten " "und bestätigen Sie den Auftrag." #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS service page on IAP.Odoo.com with four packs of credits available " "for purchase." msgstr "" "Die Seite des SMS-Service auf IAP.Odoo.com mit vier Guthaben-Packs für den " "Einkauf." #: ../../content/applications/essentials/in_app_purchase.rst:167 msgid "" "Once the transaction is complete, the credits are available for use in the " "database." msgstr "" "Sobald die Transaktion abgeschlossen ist, können Sie das Guthaben in der " "Datenbank verwenden." #: ../../content/applications/essentials/in_app_purchase.rst:172 msgid "Low-credit notification" msgstr "Benachrichtigung bei geringem Guthaben" #: ../../content/applications/essentials/in_app_purchase.rst:174 msgid "" "It is possible to be notified when credits are low, in order to avoid " "running out of credits, while using an |IAP| service. To do that, follow " "this process:" msgstr "" "Sie können sich benachrichtigen lassen, wenn Ihr Guthaben zur Neige geht, um" " zu vermeiden, dass Ihnen das Guthaben ausgeht, während Sie einen " "|IAP|-Service nutzen. Gehen Sie dazu folgendermaßen vor:" #: ../../content/applications/essentials/in_app_purchase.rst:177 msgid "" "Go to the :menuselection:`Settings application`, and type `IAP` in the " ":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it " "says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:181 msgid "" "The available |IAP| accounts appear in a list view on the :guilabel:`IAP " "Account` page. From here, click on the desired |IAP| account to view that " "service's :guilabel:`Account Information` page." msgstr "" "Die verfügbaren |IAP|-Konten erscheinen in einer Listenansicht auf der Seite" " :guilabel:`IAP-Konto`. Klicken Sie von hier aus auf das gewünschte " "|IAP|-Konto, um die Seite :guilabel:`Kontoinformationen` dieses Services " "anzuzeigen." #: ../../content/applications/essentials/in_app_purchase.rst:184 msgid "" "On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` " "checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and" " :guilabel:`Warning Email`." msgstr "" "Auf der Seite :guilabel:`Kontoinformationen` kreuzen Sie das Kästchen " ":guilabel:`Mich warnen` an. Dadurch werden zwei Felder auf dem Formular " "sichtbar: :guilabel:`Schwellenwert` und :guilabel:`Warnungsmail`." #: ../../content/applications/essentials/in_app_purchase.rst:187 msgid "" "In the :guilabel:`Threshold` field, enter an amount of credits Odoo should " "use as the minimum threshold for this service. In the :guilabel:`Warning " "Email` field, enter the email address that receives the notification." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:191 msgid "" "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the " "balance of credits falls below the amount listed as the " ":guilabel:`Threshold`." msgstr "" "Odoo sendet eine Warnung bei niedrigem Guthaben an die " ":guilabel:`Warnungsmail`, wenn der Saldo des Guthabens unter den als " ":guilabel:`Schwellenwert` angegebenen Betrag fällt." #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "Berichtswesen" #: ../../content/applications/essentials/reporting.rst:5 msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." msgstr "" "Unter dem Menüpunkt :guilabel:`Berichtswesen` finden Sie in den meisten Apps" " mehrere Berichte, mit denen Sie die Daten Ihrer Datensätze analysieren und " "visualisieren können." #: ../../content/applications/essentials/reporting.rst:11 msgid "Selecting a view" msgstr "Eine Ansicht auswählen" #: ../../content/applications/essentials/reporting.rst:13 msgid "" "Depending on the report, Odoo can display the data in various ways. " "Sometimes, a unique view fully tailored to the report is available, while " "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" "Je nach Bericht kann Odoo die Daten auf unterschiedliche Weise anzeigen. " "Manchmal gibt es eine eigene, vollständig auf den Bericht zugeschnittene " "Ansicht, während für andere mehrere Ansichten zur Verfügung stehen. Es gibt " "jedoch zwei generische Ansichten für Berichte: die Diagramm- und die Pivot-" "Ansicht." #: ../../content/applications/essentials/reporting.rst:20 msgid "Graph view" msgstr "Grafikansicht" #: ../../content/applications/essentials/reporting.rst:22 msgid "" "The :ref:`graph view ` is used to visualize your " "records' data, helping you identify patterns and trends. The view is often " "found under the :guilabel:`Reporting` menu of apps but can be found " "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" "Die :ref:`Diagrammansicht ` dient der Visualisierung " "der Daten Ihrer Datensätze und hilft Ihnen, Muster und Trends zu erkennen. " "Die Ansicht befindet sich häufig unter dem Menü :guilabel:`Berichtswesen`, " "kann aber auch anderswo gefunden werden. Klicken Sie auf die Schaltfläche " "**Diagrammansicht** oben rechts, um sie aufzurufen." #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the graph view" msgstr "Die Diagrammansicht auswählen" #: ../../content/applications/essentials/reporting.rst:33 msgid "Pivot view" msgstr "Pivot-Ansicht" #: ../../content/applications/essentials/reporting.rst:35 msgid "" "The :ref:`pivot view ` is used to aggregate your " "records' data and break it down for analysis. The view is often found under " "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" "Die :ref:`Pivot-Ansicht ` wird verwendet, um die " "Daten Ihrer Datensätze zu aggregieren und für die Analyse aufzuschlüsseln. " "Die Ansicht befindet sich häufig unter dem Menü :guilabel:`Berichtswesen`, " "kann aber auch anderswo gefunden werden. Klicken Sie auf die Schaltfläche " "**Pivot-Ansicht** oben rechts, um sie aufzurufen." #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the pivot view" msgstr "Die Pivot-Ansicht auswählen" #: ../../content/applications/essentials/reporting.rst:45 msgid "Choosing measures" msgstr "Werte auswählen" #: ../../content/applications/essentials/reporting.rst:47 msgid "" "After selecting a view, you should ensure only the relevant records are " ":doc:`filtered `. Next, you should choose what is measured. By " "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" "Nachdem Sie eine Ansicht ausgewählt haben, sollten Sie sicherstellen, dass " "nur die relevanten Datensätze :doc:`gefiltert ` werden. Als nächstes" " sollten Sie auswählen, was gemessen werden soll. Standardmäßig ist immer " "eine Messung ausgewählt. Wenn Sie sie bearbeiten möchten, klicken Sie auf " ":guilabel:`Werte` und wählen eine oder, nur bei Pivots, mehrere Werte aus." #: ../../content/applications/essentials/reporting.rst:52 msgid "" "When you select a measure, Odoo aggregates the values recorded on that field" " for the filtered records. Only numerical fields (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" "Wenn Sie einen Wert auswählen, aggregiert Odoo die in diesem Feld erfassten " "Werte für die gefilterten Datensätze. Nur numerische Felder (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "können gemessen werden. Darüber hinaus wird die Option :guilabel:`Anzahl` " "verwendet, um die Gesamtzahl der gefilterten Datensätze zu zählen." #: ../../content/applications/essentials/reporting.rst:58 msgid "" "After choosing what you want to measure, you can define how the data should " "be :ref:`grouped ` depending on the dimension you want to " "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" "Nachdem Sie ausgewählt haben, was Sie messen möchten, können Sie festlegen, " "wie die Daten je nach der Dimension, die Sie analysieren möchten, " ":ref:`gruppiert ` werden sollen. Standardmäßig werden die " "Daten oft nach *Datum > Monat* gruppiert, um die Entwicklung eines Werts " "über die Monate hinweg zu analysieren." #: ../../content/applications/essentials/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." msgstr "" "Wenn Sie einen einzelnen Zeitraum filtern, erscheint die Option, ihn mit " "einem anderen Zeitraum zu vergleichen." #: ../../content/applications/essentials/reporting.rst:0 msgid "Using the comparison option" msgstr "Verwendung der Vergleichsoption" #: ../../content/applications/essentials/reporting.rst:72 msgid "Select measures" msgstr "Werte auswählen" #: ../../content/applications/essentials/reporting.rst:74 msgid "" "Among other measures, you could add the :guilabel:`Margin` and " ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" "Neben anderen Werte können Sie die Werte :guilabel:`Marge` und " ":guilabel:`Anzahl` zum Verkaufsanalysebericht hinzufügen. Standardmäßig ist " "der Wert :guilabel:`Netto-Betrag` ausgewählt." #: ../../content/applications/essentials/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "Auswahl unterschiedlicher Werte im Verkaufsanalysebericht" #: ../../content/applications/essentials/reporting.rst:81 msgid "Group measures" msgstr "Werte gruppieren" #: ../../content/applications/essentials/reporting.rst:83 msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." msgstr "" "Sie könnten die Werte nach :guilabel:`Produktkategorie` auf der Zeilenebene " "des vorangegangenen Beispiels für einen Verkaufsanalysebericht gruppieren." #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "Hinzufügen einer Gruppe im Verkaufsanalysebericht" #: ../../content/applications/essentials/reporting.rst:92 msgid "Using the pivot view" msgstr "Die Pivot-Ansicht verwenden" #: ../../content/applications/essentials/reporting.rst:94 msgid "" "Grouping data is quintessential to the pivot view. It enables drilling down " "the data to gain deeper insights. While you can use the :guilabel:`Group By`" " option to quickly add a group at the level of rows, as shown in the example" " above, you can also click the plus button (:guilabel:`➕`) next to the " ":guilabel:`Total` header at the level of rows *and* columns, and then select" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" "Die Gruppierung von Daten ist das A und O der Pivot-Ansicht. Sie ermöglicht " "eine Aufschlüsselung der Daten, um tiefere Einblicke zu erhalten. Sie können" " die Option :guilabel:`Gruppieren nach` verwenden, um schnell eine Gruppe " "auf Zeilenebene hinzuzufügen, wie im obigen Beispiel gezeigt. Sie können " "aber auch auf die Plus-Schaltfläche (:guilabel:`➕`) neben der Überschrift " ":guilabel:`Gesamt` auf der Ebene von Zeilen *und* Spalten klicken und dann " "eine der **vorkonfigurierten Gruppen** auswählen. Um eine zu entfernen, " "klicken Sie auf die Minus-Schaltfläche (:guilabel:`➖`)." #: ../../content/applications/essentials/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." msgstr "" "Sobald Sie eine Gruppe hinzugefügt haben, können Sie neue Gruppen auf der " "gegenüberliegenden Achse oder den neu erstellten Untergruppen hinzufügen." #: ../../content/applications/essentials/reporting.rst:104 msgid "" "You could further divide the measures on the previous Sales Analysis report " "example by the :guilabel:`Salesperson` group at the level of columns and by " "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" "Sie könnten die Werte des vorherigen Berichtsbeispiels zur Verkaufsanalyse " "durch die Gruppe :guilabel:`Vertriebsmitarbeiter` auf der Ebene der Spalten " "und durch die Gruppe :guilabel:`Auftragsdatum > Monat` auf der " "Produktkategorie :guilabel:`Alle / Verkaufbar / Büromöbel` weiter " "unterteilen." #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "Hinzufügen mehrerer Gruppen im Verkaufsanalysebericht" #: ../../content/applications/essentials/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." msgstr "" "Wechseln Sie die Zeilen- und Spaltengruppen, indem Sie auf die Schaltfläche " "Achse umkehren (:guilabel:`⇄`) klicken." #: ../../content/applications/essentials/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." msgstr "" "Klicken Sie auf die Bezeichnung eines Werts, um die Werte in aufsteigender " "(⏶) oder absteigender (⏷) Reihenfolge zu sortieren." #: ../../content/applications/essentials/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." msgstr "" "Laden Sie eine `.xlsx`-Version der Pivot-Tabelle herunter, indem Sie auf die" " Schaltfläche zum Herunterladen (:guilabel:`⭳`) klicken." #: ../../content/applications/essentials/reporting.rst:119 msgid "Using the graph view" msgstr "Die Diagrammansicht verwenden" #: ../../content/applications/essentials/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" "Drei Diagramme sind verfügbar: das Balken-, Linien- und Kreisdiagramm." #: ../../content/applications/essentials/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." msgstr "" "**Balkendiagramme** werden verwendet, um die Verteilung oder einen Vergleich" " mehrerer Kategorien darzustellen. Sie sind besonders nützlich, da sie mit " "größeren Datensätzen umgehen können." #: ../../content/applications/essentials/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." msgstr "" "**Liniendiagramme** sind nützlich, um sich ändernde Zeitreihen und Trends im" " Laufe der Zeit darzustellen." #: ../../content/applications/essentials/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." msgstr "" "**Kreisdiagramme** werden verwendet, um die Verteilung oder einen Vergleich " "einer kleinen Anzahl von Kategorien zu zeigen, wenn diese ein sinnvolles " "Ganzes bilden." #: ../../content/applications/essentials/reporting.rst:133 msgid "Bar chart" msgstr "Balkendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "Ansicht des Verkaufsanalyseberichts als Balkendiagramm" #: ../../content/applications/essentials/reporting.rst:138 msgid "Line chart" msgstr "Liniendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "Ansicht des Verkaufsanalyseberichts als Liniendiagramm" #: ../../content/applications/essentials/reporting.rst:143 msgid "Pie chart" msgstr "Tortendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "Ansicht des Verkaufsanalyseberichts als Kreisdiagramm" #: ../../content/applications/essentials/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." msgstr "" "Für **Balken-** und **Liniendiagramme** können Sie die Option gestapelt " "verwenden, wenn Sie mindestens zwei Gruppen haben, die dann übereinander " "statt nebeneinander erscheinen." #: ../../content/applications/essentials/reporting.rst:154 msgid "Stacked bar chart" msgstr "Gestapeltes Balkendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked bar chart example" msgstr "Beispiel eines gestapelten Balkendiagramms" #: ../../content/applications/essentials/reporting.rst:159 msgid "Regular bar chart" msgstr "Reguläres Balkendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "Beispiel eines nicht gestapelten Balkendiagramms" #: ../../content/applications/essentials/reporting.rst:164 msgid "Stacked line chart" msgstr "Gestapeltes Liniendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked line chart example" msgstr "Beispiel eines gestapelten Liniendiagramms" #: ../../content/applications/essentials/reporting.rst:169 #: ../../content/applications/essentials/reporting.rst:184 msgid "Regular line chart" msgstr "Reguläres Liniendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "Beispiel eines nicht gestapelten Liniendiagramms" #: ../../content/applications/essentials/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." msgstr "" "Für **Liniendiagramme** können Sie die Option kumulativ verwenden, um die " "Werte zu summieren, was besonders nützlich ist, um die Veränderung des " "Wachstums über einen bestimmten Zeitraum zu zeigen." #: ../../content/applications/essentials/reporting.rst:179 msgid "Cumulative line chart" msgstr "Kumuliertes Liniendiagramm" #: ../../content/applications/essentials/reporting.rst:0 msgid "Cumulative line chart example" msgstr "Beispiel eines kumulierten Liniendiagramms" #: ../../content/applications/essentials/reporting.rst:0 msgid "Regular line chart example" msgstr "Beispiel eines regulären Liniendiagramms" #: ../../content/applications/essentials/search.rst:3 msgid "Search, filter, and group records" msgstr "" #: ../../content/applications/essentials/search.rst:5 msgid "" "Odoo allows for the searching, filtering, and grouping of records in a view " "to display only the most relevant records. The search bar is located at the " "top of the view, start typing to :ref:`search for values `, " "or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter " "`, :ref:`Group By `, and :ref:`Favorites " "` drop-down menus." msgstr "" #: ../../content/applications/essentials/search.rst:14 msgid "Search for values" msgstr "Nach Werten suchen" #: ../../content/applications/essentials/search.rst:16 msgid "" "Use the search field to quickly look for specific values, and add them as a " "filter. Type the value to search for, and select the desired option from the" " drop-down menu to apply the search filter." msgstr "" #: ../../content/applications/essentials/search.rst:20 msgid "" "Instead of adding a :ref:`custom filter ` to select " "records where *Mitchell Admin* is the salesperson on the *Sales Analysis* " "report (:menuselection:`Sales app --> Reporting --> Sales`), search for " "`Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "Suche nach einem bestimmten Wert im Verkaufsanalysebericht" #: ../../content/applications/essentials/search.rst:30 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a :ref:`custom filter `. If a partial value is" " entered, and the desired field is directly selected (without selecting the " ":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters " "for the selected field are included." msgstr "" #: ../../content/applications/essentials/search.rst:38 msgid "Filters" msgstr "Filter" #: ../../content/applications/essentials/search.rst:40 msgid "" "Filters are used to select records that meet specific criteria. The default " "selection of records is specific to each view, but can be modified by " "selecting one (or several) :ref:`preconfigured filters " "`, or by adding a :ref:`custom filter " "`." msgstr "" #: ../../content/applications/essentials/search.rst:47 msgid "Preconfigured filters" msgstr "Vorkonfigurierte Filter" #: ../../content/applications/essentials/search.rst:49 msgid "" "Modify the default selection of records by clicking the :guilabel:`🔽 (down " "arrow)` icon from the search bar, and selecting one (or several) " "*preconfigured filters* from the :guilabel:`Filters` drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:54 msgid "" "On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> " "Sales`), only records that are at the *sales order* stage, with an *order " "date* within the last 365 days, are selected by default." msgstr "" #: ../../content/applications/essentials/search.rst:58 msgid "" "To also include records at the *quotation* stage, select " ":guilabel:`Quotations` from the :guilabel:`Filters`." msgstr "" #: ../../content/applications/essentials/search.rst:61 msgid "" "Furthermore, to *only* include sales order and quotation records from a " "specific year, like 2024, for example, first remove the existing `Order " "Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, " "then select :menuselection:`Order Date --> 2024`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "Verwendung vorkonfigurierter Filter im Verkaufsanalysebericht" #: ../../content/applications/essentials/search.rst:70 msgid "" "The preconfigured :guilabel:`Filters` are grouped, and each group is " "separated by a horizontal line. Selecting preconfigured filters from the " "same group allows records to match *any* of the applied conditions. However," " selecting filters from different groups requires records to match *all* of " "the applied conditions." msgstr "" #: ../../content/applications/essentials/search.rst:78 msgid "Custom filters" msgstr "Benutzerdefinierte Filter" #: ../../content/applications/essentials/search.rst:80 msgid "" "If the :ref:`preconfigured filters ` are not " "specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down" " arrow)` icon in the search bar, then select :menuselection:`Filters --> Add" " Custom Filter`." msgstr "" #: ../../content/applications/essentials/search.rst:84 msgid "" "The :guilabel:`Add Custom Filter` pop-up window displays the matching " "option, filter rule, and a toggle to :guilabel:`Include archived` records." msgstr "" #: ../../content/applications/essentials/search.rst-1 msgid "The Add Custom Filter pop-up window." msgstr "" #: ../../content/applications/essentials/search.rst:91 msgid "" "The default matching configuration is to :guilabel:`Match any of the " "following rules`, indicating that each filter rule is applied independently." " To change the matching configuration to :guilabel:`Match all of the " "following rules`, at least two filter rules must be added to the custom " "filter." msgstr "" #: ../../content/applications/essentials/search.rst:96 msgid "" ":guilabel:`Match all 🔽 of the following rules`: **all** of the filter rules " "must be met. Logically, this is an *AND* (`&`) operation." msgstr "" #: ../../content/applications/essentials/search.rst:98 msgid "" ":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules " "can be met. Logically, this is an *OR* (`|`) operation." msgstr "" #: ../../content/applications/essentials/search.rst:101 msgid "" "By default, a single filter rule is added to the custom filter. The " "following describes the structure of a filter rule:" msgstr "" #: ../../content/applications/essentials/search.rst:104 msgid "" "The first inline field is the *field name* to filter by. Some fields have " "refined parameters that are nested within another field. These fields have " "an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal " "the nested fields." msgstr "" #: ../../content/applications/essentials/search.rst:107 msgid "" "The second inline field is the conditional *operator* used to compare the " "field name to the value. The :ref:`available conditional operators " "` are specific to the field's data type." msgstr "" #: ../../content/applications/essentials/search.rst:110 msgid "" "The third inline field is the variable *value* of the field name. The value " "input may appear as a drop-down menu, a text input, a number input, a " "date/time input, a boolean selector, or it may be blank, depending on the " "operator used and the field's data type." msgstr "" #: ../../content/applications/essentials/search.rst:114 msgid "" "Three inline buttons are also available to the right of the rule's filter " "criteria:" msgstr "" #: ../../content/applications/essentials/search.rst:116 msgid ":guilabel:`➕ (plus sign)`: adds a new rule below the existing rule." msgstr "" #: ../../content/applications/essentials/search.rst:117 msgid "" ":guilabel:`(Add branch)`: adds a new group of rules below the existing rule," " with the :guilabel:`any` and :guilabel:`all` matching options available to " "define how each rule within this branch is applied to the filter. If the " "matching option is set to the same as the parent group, the fields are moved" " to join the parent group." msgstr "" #: ../../content/applications/essentials/search.rst:123 msgid "" "If the matching option is set to :guilabel:`Match all 🔽 of the following " "rules`, and a new branch is added with its matching option changed from " ":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch " "disappears, and its group of rules are moved to the parent group." msgstr "" #: ../../content/applications/essentials/search.rst:128 msgid "" ":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted," " all children of that node are deleted, as well." msgstr "" #: ../../content/applications/essentials/search.rst:131 msgid "" "A new filter rule can be added to the custom filter by clicking the " ":guilabel:`New Rule` button." msgstr "" #: ../../content/applications/essentials/search.rst:133 msgid "" "Once the filter criteria are defined, click :guilabel:`Add` to add the " "custom filter to the view." msgstr "" #: ../../content/applications/essentials/search.rst:136 msgid "" "To target all leads and opportunities from the :menuselection:`CRM` app that" " are in the *Won* stage, and have an expected revenue greater than $1,000, " "the following should be entered:" msgstr "" #: ../../content/applications/essentials/search.rst:139 msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`" msgstr "" #: ../../content/applications/essentials/search.rst:141 msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`" msgstr "" #: ../../content/applications/essentials/search.rst:142 msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`" msgstr "" #: ../../content/applications/essentials/search.rst:143 msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`" msgstr "" #: ../../content/applications/essentials/search.rst:145 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`" msgstr "" #: ../../content/applications/essentials/search.rst:146 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`" msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Adding a custom filter to filter specific records in CRM." msgstr "" #: ../../content/applications/essentials/search.rst:153 msgid "" "Activate :ref:`developer-mode` to reveal each field's technical name and " "data type, as well as the :guilabel:`# Code editor` text area below the " "filter rules, to view and edit the domain manually." msgstr "" #: ../../content/applications/essentials/search.rst:160 msgid "Group records" msgstr "Datensätze gruppieren" #: ../../content/applications/essentials/search.rst:162 msgid "" "The display of records in a view can be clustered together, according to one" " of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down " "arrow)` icon in the search bar, then select one of the :guilabel:`Group By` " "options from the drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:167 msgid "" "To group the records by salesperson on the *Sales Analysis* report " "(:menuselection:`Sales app --> Reporting --> Sales`), click the " ":guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu." " The view changes to group the records by salesperson, without filtering out" " any records." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "Gruppierung von Datensätzen im Verkaufsanalysebericht" #: ../../content/applications/essentials/search.rst:176 msgid "" "It is possible to *customize groups* by using a field present on the model. " "To do so, click :menuselection:`Add Custom Group`, and select a field from " "the drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:180 msgid "" "Several groups can be used at the same time. The first group that is " "selected is the main cluster, the next one that is added further divides the" " main group's categories, and so on. Furthermore, filters and groups can be " "used together to refine the view even more." msgstr "" #: ../../content/applications/essentials/search.rst:187 msgid "Favorites" msgstr "Favoriten" #: ../../content/applications/essentials/search.rst:189 msgid "" "Favorites are a way to save a specific search for future use, or as the new " "default filter for the view." msgstr "" #: ../../content/applications/essentials/search.rst:192 msgid "" "To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`" " icon in the search bar, then select the :guilabel:`Save current search` " "drop-down menu to display the following options:" msgstr "" #: ../../content/applications/essentials/search.rst:196 msgid "Filter name: name of the favorited search." msgstr "" #: ../../content/applications/essentials/search.rst:197 msgid "" ":guilabel:`Default filter`: sets the favorited search as the default filter " "for the view." msgstr "" #: ../../content/applications/essentials/search.rst:198 msgid "" ":guilabel:`Shared`: makes the favorited search available to all users. By " "default, the favorited search is only available to the user who created it." msgstr "" #: ../../content/applications/essentials/search.rst:201 msgid "" "Once the options are set, click :guilabel:`Save` to save the favorited " "search." msgstr "" #: ../../content/applications/essentials/search.rst-1 msgid "Saving a favorite search on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:207 msgid "" "Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` " "icon in the search bar, then selecting the saved filter in the " ":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the " ":guilabel:`🗑️ (garbage can)` icon next to the favorited search." msgstr "" #: ../../content/applications/essentials/search.rst:212 msgid "" "To view *all* favorited searches, first activate :ref:`developer-mode`, and " "navigate to :menuselection:`Settings app --> Technical --> User Interface: " "User-defined Filters`. From here, all favorited searches can be viewed, " "edited, archived, or deleted." msgstr ""