# SOME DESCRIPTIVE TITLE. # Copyright (C) 2015-TODAY, Odoo S.A. # This file is distributed under the same license as the Odoo Business # package. # FIRST AUTHOR , 2018. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo Business 10.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2018-03-09 09:44+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=utf-8\n" "Content-Transfer-Encoding: 8bit\n" "Generated-By: Babel 2.5.3\n" #: ../../sales.rst:5 msgid "Sales" msgstr "" #: ../../sales/advanced.rst:3 msgid "Advanced Topics" msgstr "" #: ../../sales/advanced/portal.rst:3 msgid "How to give portal access rights to my customers?" msgstr "" #: ../../sales/advanced/portal.rst:6 msgid "What is Portal access/Who is a portal user?" msgstr "" #: ../../sales/advanced/portal.rst:8 msgid "" "A portal access is given to a user who has the necessity to have access " "to Odoo instance, to view certain documents or information in the system." msgstr "" #: ../../sales/advanced/portal.rst:12 msgid "For Example, a long term client who needs to view online quotations." msgstr "" #: ../../sales/advanced/portal.rst:14 msgid "" "A portal user has only read/view access. He or she will not be able to " "edit any document in the system." msgstr "" #: ../../sales/advanced/portal.rst:18 msgid "How to give portal access to customers?" msgstr "" #: ../../sales/advanced/portal.rst:21 msgid "From Contacts Module" msgstr "" #: ../../sales/advanced/portal.rst:23 msgid "" "From the main menu, select **Contacts** menu. If the contact is not yet " "created in the system, click on the create button to create new contact. " "Enter details of the contact and click \"save\"." msgstr "" #: ../../sales/advanced/portal.rst:33 msgid "" "Choose a contact, click on the **Action** menu in the top-center of the " "interface and from the drop down." msgstr "" #: ../../sales/advanced/portal.rst:36 msgid "Select **Portal Access Management**. A pop up window appears." msgstr "" #: ../../sales/advanced/portal.rst:41 msgid "" "Enter the login **email ID**, check the box under **In Portal** and add " "the content to be included in the email in the text field box below. " "Click on **Apply** when you're done." msgstr "" #: ../../sales/advanced/portal.rst:47 msgid "" "An email will be sent to the specified email address, indicating that the" " contact is now a portal user of the respective instance." msgstr "" #: ../../sales/ebay/manage.rst:3 msgid "How to list a product?" msgstr "" #: ../../sales/ebay/manage.rst:6 msgid "Listing without variation" msgstr "" #: ../../sales/ebay/manage.rst:8 msgid "" "In order to list a product, you need to check the **use eBay** field on a" " product form. The eBay tab will be available." msgstr "" #: ../../sales/ebay/manage.rst:14 msgid "" "When the **Use Stock Quantity** field is checked, the quantity sets on " "eBay will be the Odoo **Forecast Quantity**." msgstr "" #: ../../sales/ebay/manage.rst:17 msgid "" "The **Description Template** allows you to use templates for your " "listings. The default template only use the **eBay Description** field of" " the product. You can use html inside the **Description Template** and in" " the **eBay Description**." msgstr "" #: ../../sales/ebay/manage.rst:21 msgid "" "To use pictures in your listing, you need to add them as **Attachments** " "on the product template." msgstr "" #: ../../sales/ebay/manage.rst:24 msgid "Listing with variations" msgstr "" #: ../../sales/ebay/manage.rst:26 msgid "" "When the **use eBay** on a product with variations is checked and with " "**Fixed Price** as **Listing Type**, the eBay form is sligthly different." " In the variants array, you can choose which variant will be listed on " "eBay as well as set the price and the quantity for each variant." msgstr "" #: ../../sales/ebay/manage.rst:35 msgid "Listing with item specifics" msgstr "" #: ../../sales/ebay/manage.rst:37 msgid "" "In order to add item specifics, you should create a product attribute " "with one value in the **Variants** tab on the product form." msgstr "" #: ../../sales/ebay/manage.rst:44 msgid "Product Identifiers" msgstr "" #: ../../sales/ebay/manage.rst:46 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most " "of the eBay category. The module manages the EAN and UPC identifiers with" " the **Barcode** field of the product variant. If the **Barcode** field " "is empty or is value is not valid, the EAN and UPC values will be set as " "'Does not apply' as recommended by eBay. The Brand and MPN values are " "working as item specifics and should be define in the **Variants** tab on" " the product form. If theses values are not set, 'Does not apply' will be" " used for the eBay listing." msgstr "" #: ../../sales/ebay/setup.rst:3 msgid "How to configure eBay in Odoo?" msgstr "" #: ../../sales/ebay/setup.rst:6 msgid "Create eBay tokens" msgstr "" #: ../../sales/ebay/setup.rst:8 msgid "" "In order to create your tokens, you need to create a developer account on" " the `developer portal `_. Once you are " "logged in, you can create **Sandbox Keys** and **Production Keys** by " "clicking on the adequate buttons." msgstr "" #: ../../sales/ebay/setup.rst:16 msgid "" "After the creation of the keys, you can get the user token. To do so, " "click on the **Get a User Token** link in the bottom of the page. Go " "through the form, log in with you eBay account and you will get the keys " "and token needed to configure the module in Odoo." msgstr "" #: ../../sales/ebay/setup.rst:22 msgid "Set up tokens in Odoo?" msgstr "" #: ../../sales/ebay/setup.rst:24 msgid "" "To set up the eBay integration, go to :menuselection:`Sales --> " "Configuration --> Settings`." msgstr "" #: ../../sales/ebay/setup.rst:29 msgid "" "First choose if you want to use the production or the sandbox eBay Site. " "Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert" " Key**. Apply the changes." msgstr "" #: ../../sales/ebay/setup.rst:33 msgid "" "Once the page is reloaded, you need to synchronize information from eBay." " Push on **Sync countries and currencies**, then you can fill in all the " "other fields." msgstr "" #: ../../sales/ebay/setup.rst:36 msgid "" "When all the fields are filled in, you can synchronize the categories and" " the policies by clicking on the adequate buttons." msgstr "" #: ../../sales/invoicing.rst:3 msgid "Invoicing Method" msgstr "" #: ../../sales/invoicing/services.rst:3 msgid "Services" msgstr "" #: ../../sales/invoicing/services/milestones.rst:3 msgid "How to invoice milestones of a project?" msgstr "" #: ../../sales/invoicing/services/milestones.rst:5 msgid "" "There are different kind of service sales: prepaid volume of hours/days " "(e.g. support contract), billing based on time and material (e.g. billing" " consulting hours) or a fixed price contract (e.g. a project)." msgstr "" #: ../../sales/invoicing/services/milestones.rst:9 msgid "" "In this section, we will have a look at how to invoice milestones of a " "project." msgstr "" #: ../../sales/invoicing/services/milestones.rst:12 msgid "" "Milestone invoicing can be used for expensive or large scale projects, " "with each milestone representing a clear sequence of work that will " "incrementally build up to the completion of the contract. For example, a " "marketing agency hired for a new product launch could break down a " "project into the following milestones, each of them considered as one " "service with a fixed price on the sale order :" msgstr "" #: ../../sales/invoicing/services/milestones.rst:19 msgid "Milestone 1 : Marketing strategy audit - 5 000 euros" msgstr "" #: ../../sales/invoicing/services/milestones.rst:21 msgid "Milestone 2 : Brand Identity - 10 000 euros" msgstr "" #: ../../sales/invoicing/services/milestones.rst:23 msgid "Milestone 3 : Campaign launch & PR - 8 500 euros" msgstr "" #: ../../sales/invoicing/services/milestones.rst:25 msgid "" "In this case, an invoice will be sent to the customer each time a " "milestone will be successfully reached. That invoicing method is " "comfortable both for the company which is ensured to get a steady cash " "flow throughout the project lifetime and for the client who can monitor " "the project's progress and pay in several times." msgstr "" #: ../../sales/invoicing/services/milestones.rst:32 #, python-format msgid "" "You can also use milestones to invoice percentages of the entire project." " For example, for a million euros project, your company might require a " "15% upfront payment, 30% at the midpoint and the balance at the contract " "conclusion. In that case, each payment will be considered as one " "milestone." msgstr "" #: ../../sales/invoicing/services/milestones.rst:39 #: ../../sales/invoicing/services/reinvoice.rst:26 #: ../../sales/invoicing/services/reinvoice.rst:95 #: ../../sales/invoicing/services/support.rst:17 #: ../../sales/quotation/online/creation.rst:6 #: ../../sales/quotation/setup/different_addresses.rst:14 #: ../../sales/quotation/setup/first_quote.rst:21 #: ../../sales/quotation/setup/optional.rst:16 msgid "Configuration" msgstr "" #: ../../sales/invoicing/services/milestones.rst:42 msgid "Install the Sales application" msgstr "" #: ../../sales/invoicing/services/milestones.rst:44 #: ../../sales/invoicing/services/reinvoice.rst:28 msgid "" "In order to sell services and to send invoices, you need to install the " "**Sales** application, from the **Apps** icon." msgstr "" #: ../../sales/invoicing/services/milestones.rst:51 msgid "Create products" msgstr "" #: ../../sales/invoicing/services/milestones.rst:53 msgid "" "In Odoo, each milestone of your project is considered as a product. From " "the **Sales** application, use the menu :menuselection:`Sales --> " "Products`, create a new product with the following setup:" msgstr "" #: ../../sales/invoicing/services/milestones.rst:57 msgid "**Name**: Strategy audit" msgstr "" #: ../../sales/invoicing/services/milestones.rst:59 #: ../../sales/invoicing/services/support.rst:50 msgid "**Product Type**: Service" msgstr "" #: ../../sales/invoicing/services/milestones.rst:61 msgid "" "**Invoicing Policy**: Delivered Quantities, since you will invoice your " "milestone after it has been delivered" msgstr "" #: ../../sales/invoicing/services/milestones.rst:64 msgid "" "**Track Service**: Manually set quantities on order, as you complete each" " milestone, you will manually update their quantity from the " "**Delivered** tab on your sale order" msgstr "" #: ../../sales/invoicing/services/milestones.rst:72 msgid "Apply the same configuration for the others milestones." msgstr "" #: ../../sales/invoicing/services/milestones.rst:75 msgid "Managing your project" msgstr "" #: ../../sales/invoicing/services/milestones.rst:78 msgid "Quotations and sale orders" msgstr "" #: ../../sales/invoicing/services/milestones.rst:80 msgid "" "Now that your milestones (or products) are created, you can create a " "quotation or a sale order with each line corresponding to one milestone. " "For each line, set the **Ordered Quantity** to ``1`` as each milestone is" " completed once. Once the quotation is confirmed and transformed into a " "sale order, you will be able to change the delivered quantities when the " "corresponding milestone has been achieved." msgstr "" #: ../../sales/invoicing/services/milestones.rst:91 msgid "Invoice milestones" msgstr "" #: ../../sales/invoicing/services/milestones.rst:93 msgid "" "Let's assume that your first milestone (the strategy audit) has been " "successfully delivered and you want to invoice it to your customer. On " "the sale order, click on **Edit** and set the **Delivered Quantity** of " "the related product to ``1``." msgstr "" #: ../../sales/invoicing/services/milestones.rst:99 msgid "" "As soon as the above modification has been saved, you will notice that " "the color of the line has changed to blue, meaning that the service can " "now be invoiced. In the same time, the invoice status of the SO has " "changed from **Nothing To Invoice** to **To Invoice**" msgstr "" #: ../../sales/invoicing/services/milestones.rst:104 msgid "" "Click on **Create invoice** and, in the new window that pops up, select " "**Invoiceable lines** and validate. It will create a new invoice (in " "draft status) with only the **strategy audit** product as invoiceable." msgstr "" #: ../../sales/invoicing/services/milestones.rst:112 msgid "" "In order to be able to invoice a product, you need to set up the " "**Accounting** application and to configure an accounting journal and a " "chart of account. Click on the following link to learn more: " ":doc:`../../../accounting/overview/getting_started/setup`" msgstr "" #: ../../sales/invoicing/services/milestones.rst:117 msgid "" "Back on your sale order, you will notice that the **Invoiced** column of " "your order line has been updated accordingly and that the **Invoice " "Status** is back to **Nothing to Invoice**." msgstr "" #: ../../sales/invoicing/services/milestones.rst:121 msgid "Follow the same workflow to invoice your remaining milestones." msgstr "" #: ../../sales/invoicing/services/milestones.rst:124 msgid ":doc:`reinvoice`" msgstr "" #: ../../sales/invoicing/services/milestones.rst:125 #: ../../sales/invoicing/services/reinvoice.rst:185 msgid ":doc:`support`" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:3 msgid "How to re-invoice expenses to your customers?" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:5 msgid "" "It often happens that your employees have to spend their personal money " "while working on a project for your client. Let's take the example of an " "employee paying a parking spot for a meeting with your client. As a " "company, you would like to be able to invoice that expense to your " "client." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:11 msgid "" "In this documentation we will see two use cases. The first, very basic, " "consists of invoicing a simple expense to your client like you would do " "for a product. The second, more advanced, will consist of invoicing " "expenses entered in your expense system by your employees directly to " "your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:18 msgid "Use case 1: Simple expense invoicing" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:20 msgid "" "Let's take the following example. You are working on a promotion campaign" " for one of your customers (``Agrolait``) and you have to print a lot of " "copies. Those copies are an expense for your company and you would like " "to invoice them." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:35 msgid "Create product to be expensed" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:37 msgid "You will need now to create a product called ``Copies``." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:39 #: ../../sales/invoicing/services/reinvoice.rst:112 msgid "" "From your **Sales** module, go to :menuselection:`Sales --> Products` and" " create a product as follows:" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:42 msgid "**Product type**: consumable" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:44 msgid "" "**Invoicing policy**: on delivered quantities (you will manually set the " "quantities to invoice on the sale order)" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:51 msgid "Create a sale order" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:53 msgid "" "Now that your product is correctly set up, you can create a sale order " "for that product (from the menu :menuselection:`Sales --> Sales Orders`) " "with the ordered quantities set to 0. Click on **Confirm the Sale** to " "create the sale order. You will be able then to manually change the " "delivered quantities on the sale order to reinvoice the copies to your " "customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:64 #: ../../sales/invoicing/services/reinvoice.rst:177 msgid "Invoice expense to your client" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:66 msgid "" "At the end of the month, you have printed ``1000`` copies on behalf of " "your client and you want to re-invoice them. From the related sale order," " click on **Delivered Quantities**, manually enter the correct amount of " "copies and click on **Save**. Your order line will turn blue, meaning " "that it is ready to be invoiced. Click on **Create invoice**." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:73 msgid "" "The total amount on your sale order will be of 0 as it is computed on the" " ordered quantities. It is your invoice which will compute the correct " "amount due by your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:77 msgid "" "The invoice generated is in draft, so you can always control the " "quantities and change the amount if needed. You will notice that the " "amount to be invoiced is based here on the delivered quantities." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:84 msgid "Click on validate to issue the payment to your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:87 msgid "Use case 2: Invoice expenses via the expense module" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:89 msgid "" "To illustrate this case, let's imagine that your company sells some " "consultancy service to your customer ``Agrolait`` and both parties agreed" " that the distance covered by your consultant will be re-invoiced at " "cost." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:97 msgid "Here, you will need to install two more modules:" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:99 msgid "Expense Tracker" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:101 msgid "" "Accounting, where you will need to activate the analytic accounting from " "the settings" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:108 msgid "Create a product to be expensed" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:110 msgid "You will now need to create a product called ``Kilometers``." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:115 msgid "Product can be expensed" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:117 msgid "Product type: Service" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:119 msgid "Invoicing policy: invoice based on time and material" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:121 msgid "Expense invoicing policy: At cost" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:123 msgid "Track service: manually set quantities on order" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:129 msgid "Create a sales order" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:131 msgid "" "Still from the Sales module, go to :menuselection:`Sales --> Sales " "Orders` and add your product **Consultancy** on the order line." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:135 msgid "" "If your product doesn't exist yet, you can configure it on the fly from " "the SO. Just type the name on the **product** field and click on **Create" " and edit** to configure it." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:139 msgid "" "Depending on your product configuration, an **Analytic Account** may have" " been generated automatically. If not, you can easily create one in order" " to link your expenses to the sale order. Do not forget to confirm the " "sale order." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:148 msgid "" "Refer to the documentation " ":doc:`../../../accounting/others/analytic/usage` to learn more about that" " concept." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:152 msgid "Create expense and link it to SO" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:154 msgid "" "Let's assume that your consultant covered ``1.000km`` in October as part " "of his consultancy project. We will create a expense for it and link it " "to the related sales order thanks to the analytic account." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:158 msgid "" "Go to the **Expenses** module and click on **Create**. Record your " "expense as follows:" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:161 msgid "**Expense description**: Kilometers October 2015" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:163 msgid "**Product**: Kilometers" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:165 msgid "**Quantity**: 1.000" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:167 msgid "**Analytic account**: SO0019 - Agrolait" msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:172 msgid "" "Click on **Submit to manager**. As soon as the expense has been validated" " and posted to the journal entries, a new line corresponding to the " "expense will automatically be generated on the sale order." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:179 msgid "You can now invoice the invoiceable lines to your customer." msgstr "" #: ../../sales/invoicing/services/reinvoice.rst:186 msgid ":doc:`milestones`" msgstr "" #: ../../sales/invoicing/services/support.rst:3 msgid "How to invoice a support contract (prepaid hours)?" msgstr "" #: ../../sales/invoicing/services/support.rst:5 msgid "" "There are different kinds of service sales: prepaid volume of hours/days " "(e.g. support contract), billing based on time and material (e.g. billing" " consulting hours) and a fixed price contract (e.g. a project)." msgstr "" #: ../../sales/invoicing/services/support.rst:9 msgid "" "In this section, we will have a look at how to sell and keep track of a " "pre-paid support contract." msgstr "" #: ../../sales/invoicing/services/support.rst:12 msgid "" "As an example, you may sell a pack of ``50 Hours`` of support at " "``$25,000``. The price is fixed and charged initially. But you want to " "keep track of the support service you did for the customer." msgstr "" #: ../../sales/invoicing/services/support.rst:20 msgid "Install the Sales and Timesheet applications" msgstr "" #: ../../sales/invoicing/services/support.rst:22 msgid "" "In order to sell services, you need to install the **Sales** application," " from the **Apps** icon. Install also the **Timesheets** application if " "you want to track support services you worked on every contract." msgstr "" #: ../../sales/invoicing/services/support.rst:33 msgid "Create Products" msgstr "" #: ../../sales/invoicing/services/support.rst:35 msgid "" "By default, products are sold by number of units. In order to sell " "services ``per hour``, you must allow using multiple unit of measures. " "From the **Sales** application, go to the menu " ":menuselection:`Configuration --> Settings`. From this screen, activate " "the multiple **Unit of Measures** option." msgstr "" #: ../../sales/invoicing/services/support.rst:44 msgid "" "In order to sell a support contract, you must create a product for every " "support contract you sell. From the **Sales** application, use the menu " ":menuselection:`Sales --> Products`, create a new product with the " "following setup:" msgstr "" #: ../../sales/invoicing/services/support.rst:48 msgid "**Name**: Technical Support" msgstr "" #: ../../sales/invoicing/services/support.rst:52 msgid "**Unit of Measure**: Hours" msgstr "" #: ../../sales/invoicing/services/support.rst:54 msgid "" "**Invoicing Policy**: Ordered Quantities, since the service is prepaid, " "we will invoice the service based on what has been ordered, not based on " "delivered quantities." msgstr "" #: ../../sales/invoicing/services/support.rst:58 msgid "" "**Track Service**: Timesheet on contracts. An analytic account will " "automatically be created for every order containing this service so that " "you can track hours in the related account." msgstr "" #: ../../sales/invoicing/services/support.rst:66 msgid "" "There are different ways to track the service related to a sales order or" " product sold. With the above configuration, you can only sell one " "support contract per order. If your customer orders several service " "contracts on timesheet, you will have to split the quotation into several" " orders." msgstr "" #: ../../sales/invoicing/services/support.rst:72 msgid "" "Note that you can sell in different unit of measure than hours, example: " "days, pack of 40h, etc. To do that, just create a new unit of measure in " "the **Unit of Measure** category and set a conversion ratio compared to " "**Hours** (example: ``1 day = 8 hours``)." msgstr "" #: ../../sales/invoicing/services/support.rst:78 msgid "Managing support contract" msgstr "" #: ../../sales/invoicing/services/support.rst:81 msgid "Quotations and Sales Orders" msgstr "" #: ../../sales/invoicing/services/support.rst:83 msgid "" "Once the product is created, you can create a quotation or a sales order " "with the related product. Once the quotation is confirmed and transformed" " into a sales order, your users will be able to record services related " "to this support contract using the timesheet application." msgstr "" #: ../../sales/invoicing/services/support.rst:93 msgid "Timesheets" msgstr "" #: ../../sales/invoicing/services/support.rst:95 msgid "" "To track the service you do on a specific contract, you should use the " "timesheet application. An analytic account related to the sale order has " "been automatically created (``SO009 - Agrolait`` on the screenshot here " "above), so you can start tracking services as soon as it has been sold." msgstr "" #: ../../sales/invoicing/services/support.rst:104 msgid "Control delivered support on the sales order" msgstr "" #: ../../sales/invoicing/services/support.rst:106 msgid "" "From the **Sales** application, use the menu :menuselection:`Sales --> " "Sales Orders` to control the progress of every order. On the sales order" " line related to the support contract, you should see the **Delivered " "Quantities** that are updated automatically, based on the number of hours" " in the timesheet." msgstr "" #: ../../sales/invoicing/services/support.rst:116 msgid "Upselling and renewal" msgstr "" #: ../../sales/invoicing/services/support.rst:118 msgid "" "If the number of hours you performed on the support contract is bigger or" " equal to the number of hours the customer purchased, you are suggested " "to sell an extra contract to the customer since they used all their quota" " of service. Periodically (ideally once every two weeks), you should " "check the sales order that are in such a case. To do so, go to " ":menuselection:`Sales --> Invoicing --> Orders to Upsell`." msgstr "" #: ../../sales/invoicing/services/support.rst:127 msgid "" "If you use Odoo CRM, a good practice is to create an opportunity for " "every sale order in upselling invoice status so that you easily track " "your upselling effort." msgstr "" #: ../../sales/invoicing/services/support.rst:131 msgid "" "If you sell an extra support contract, you can either add a new line on " "the existing sales order (thus, you continue to timesheet on the same " "order) or create a new order (thus, people will timesheet their hours on " "the new contract). To unmark the sales order as **Upselling**, you can " "set the sales order as done and it will disappear from your upselling " "list." msgstr "" #: ../../sales/invoicing/services/support.rst:138 msgid "Special Configuration" msgstr "" #: ../../sales/invoicing/services/support.rst:140 msgid "" "When creating the product form, you may set a different approach to track" " the service:" msgstr "" #: ../../sales/invoicing/services/support.rst:143 msgid "" "**Create task and track hours**: in this mode, a task is created for " "every sales order line. Then when you do the timesheet, you don't record " "hours on a sales order/contract, but you record hours on a task (that " "represents the contract). The advantage of this solution is that it " "allows to sell several service contracts within the same sales order." msgstr "" #: ../../sales/invoicing/services/support.rst:150 msgid "" "**Manually**: you can use this mode if you don't record timesheets in " "Odoo. The number of hours you worked on a specific contract can be " "recorded manually on the sales order line directly, in the delivered " "quantity field." msgstr "" #: ../../sales/invoicing/services/support.rst:156 msgid ":doc:`../../../inventory/settings/products/uom`" msgstr "" #: ../../sales/overview.rst:3 #: ../../sales/quotation/setup/different_addresses.rst:6 #: ../../sales/quotation/setup/first_quote.rst:6 #: ../../sales/quotation/setup/optional.rst:6 #: ../../sales/quotation/setup/terms_conditions.rst:6 msgid "Overview" msgstr "" #: ../../sales/overview/main_concepts.rst:3 msgid "Main Concepts" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:3 msgid "Introduction to Odoo Sales" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:11 msgid "Transcript" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:13 msgid "" "As a sales manager, closing opportunities with Odoo Sales is really " "simple." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:16 msgid "" "I selected a predefined quotation for a new product line offer. The " "products, the service details are already in the quotation. Of course, I " "can adapt the offer to fit my clients needs." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:20 msgid "" "The interface is really smooth. I can add references, some catchy phrases" " such as closing triggers (*here, you save $500 if you sign the quote " "within 15 days*). I have a beautiful and modern design. This will help me" " close my opportunities more easily." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:26 msgid "" "Plus, reviewing the offer from a mobile phone is easy. Really easy. The " "customer got a clear quotation with a table of content. We can " "communicate easily. I identified an upselling opportunity. So, I adapt " "the offer by adding more products. When the offer is ready, the customer " "just needs to sign it online in just a few clicks. Odoo Sales is " "integrated with major shipping services: UPS, Fedex, USPS and more. The " "signed offer creates a delivery order automatically." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:35 msgid "That's it, I successfully sold my products in just a few clicks." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:37 msgid "" "Oh, I also have the transaction and communication history at my " "fingertips. It's easy for every stakeholder to know clearly the past " "interaction. And any information related to the transaction." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:42 msgid "" "If you want to show information, I would do it from a customer form, " "something like:" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:45 msgid "Kanban of customers, click on one customer" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:47 msgid "Click on opportunities, click on quotation" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:49 msgid "Come back to customers (breadcrum)" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:51 msgid "Click on customer statement letter" msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:53 msgid "" "Anytime, I can get an in-depth report of my sales activity. Revenue by " "salespeople or department. Revenue by category of product, drill-down to " "specific products, by quarter or month,... I like this report: I can add " "it to my dashboard in just a click." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:58 msgid "" "Odoo Sales is a powerful, yet easy-to-use app. At first, I used the sales" " planner. Thanks to it, I got tips and tricks to boost my sales " "performance." msgstr "" #: ../../sales/overview/main_concepts/introduction.rst:62 msgid "" "Try Odoo Sales now and get beautiful quotations, amazing dashboards and " "increase your success rate." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:3 msgid "Overview of the invoicing process" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:5 msgid "" "Depending on your business and the application you use, there are " "different ways to automate the customer invoice creation in Odoo. " "Usually, draft invoices are created by the system (with information " "coming from other documents like sales order or contracts) and accountant" " just have to validate draft invoices and send the invoices in batch (by " "regular mail or email)." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:12 msgid "" "Depending on your business, you may opt for one of the following way to " "create draft invoices:" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:16 msgid ":menuselection:`Sales Order --> Invoice`" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:18 msgid "" "In most companies, salespeople create quotations that become sales order " "once they are validated. Then, draft invoices are created based on the " "sales order. You have different options like:" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:22 msgid "" "Invoice on ordered quantity: invoice the full order before triggering the" " delivery order" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:25 msgid "Invoice based on delivered quantity: see next section" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:27 msgid "" "Invoice before delivery is usually used by the eCommerce application when" " the customer pays at the order and we deliver afterwards. (pre-paid)" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:31 msgid "" "For most other use cases, it's recommended to invoice manually. It allows" " the salesperson to trigger the invoice on demand with options: invoice " "ready to invoice line, invoice a percentage (advance), invoice a fixed " "advance." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:36 msgid "This process is good for both services and physical products." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:41 msgid ":menuselection:`Sales Order --> Delivery --> Invoice`" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:43 msgid "" "Retailers and eCommerce usually invoice based on delivered quantity , " "instead of sales order. This approach is suitable for businesses where " "the quantities you deliver may differs from the ordered quantities: foods" " (invoice based on actual Kg)." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:48 msgid "" "This way, if you deliver a partial order, you only invoice for what you " "really delivered. If you do back orders (deliver partially and the rest " "later), the customer will receive two invoices, one for each delivery " "order." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:57 msgid ":menuselection:`Recurring Contracts (subscriptions) --> Invoices`" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:59 msgid "" "For subscriptions, an invoice is triggered periodically, automatically. " "The frequency of the invoicing and the services/products invoiced are " "defined on the contract." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:67 msgid ":menuselection:`eCommerce Order --> Invoice`" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:69 msgid "" "An eCommerce order will also trigger the creation of the invoice when it " "is fully paid. If you allow paying orders by check or wire transfer, Odoo" " only creates an order and the invoice will be triggered once the payment" " is received." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:75 msgid "Creating an invoice manually" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:77 msgid "" "Users can also create invoices manually without using contracts or a " "sales order. It's a recommended approach if you do not need to manage the" " sales process (quotations), or the delivery of the products or services." msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:82 msgid "" "Even if you generate the invoice from a sales order, you may need to " "create invoices manually in exceptional use cases:" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:85 msgid "if you need to create a refund" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:87 msgid "If you need to give a discount" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:89 msgid "if you need to change an invoice created from a sales order" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:91 msgid "if you need to invoice something not related to your core business" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:94 msgid "Others" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:96 msgid "Some specific modules are also able to generate draft invoices:" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:98 msgid "membership: invoice your members every year" msgstr "" #: ../../sales/overview/main_concepts/invoicing.rst:100 msgid "repairs: invoice your after-sale services" msgstr "" #: ../../sales/products_prices.rst:3 msgid "Products & Prices" msgstr "" #: ../../sales/products_prices/prices.rst:3 msgid "Manage your pricing" msgstr "" #: ../../sales/products_prices/prices/currencies.rst:3 msgid "How to sell in foreign currencies" msgstr "" #: ../../sales/products_prices/prices/currencies.rst:5 msgid "Pricelists can also be used to manage prices in foreign currencies." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:7 msgid "" "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting " "--> Settings`. As admin, you need *Adviser* access rights on " "Invoicing/Accounting apps." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:10 msgid "" "Create one pricelist per currency. A new *Currency* field shows up in " "pricelist setup form." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:13 msgid "" "To activate a new currency, go to :menuselection:`Accounting --> " "Configuration --> Currencies`, select it in the list and press *Activate*" " in the top-right corner. Now it will show up in currencies drop-down " "lists." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:17 msgid "Prices in foreign currencies can be defined in two fashions." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:20 msgid "Automatic conversion from public price" msgstr "" #: ../../sales/products_prices/prices/currencies.rst:22 msgid "" "The public price is in your company's main currency (see " ":menuselection:`Accounting --> Settings`) and is set in product detail " "form." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:28 msgid "" "The conversion rates can be found in :menuselection:`Accounting --> " "Configuration --> Currencies`. They can be updated from Yahoo or the " "European Central Bank at your convenience: manually, daily, weekly, etc. " "See :menuselection:`Accounting --> Settings`." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:40 msgid "Set your own prices" msgstr "" #: ../../sales/products_prices/prices/currencies.rst:42 msgid "" "This is advised if you don't want your pricing to change along with " "currency rates." msgstr "" #: ../../sales/products_prices/prices/currencies.rst:49 msgid ":doc:`pricing`" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:3 msgid "How to adapt your prices to your customers and apply discounts" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:5 msgid "" "Odoo has a powerful pricelist feature to support a pricing strategy " "tailored to your business. A pricelist is a list of prices or price rules" " that Odoo searches to determine the suggested price. You can set several" " critarias to use a specific price: periods, min. sold quantity (meet a " "minimum order quantity and get a price break), etc. As pricelists only " "suggest prices, they can be overridden by users completing sales orders. " "Choose your pricing strategy from :menuselection:`Sales --> Settings`." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:16 msgid "Several prices per product" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:18 msgid "" "To apply several prices per product, select *Different prices per " "customer segment* in :menuselection:`Sales --> Settings`. Then open the " "*Sales* tab in the product detail form. You can settle following " "strategies." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:23 msgid "Prices per customer segment" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:25 msgid "" "Create pricelists for your customer segments: e.g. registered, premium, " "etc." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:30 msgid "" "The default pricelist applied to any new customer is *Public Pricelist*. " "To segment your customers, open the customer detail form and change the " "*Sale Pricelist* in the *Sales & Purchases* tab." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:38 msgid "Temporary prices" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:40 msgid "Apply deals for bank holidays, etc. Enter start and end dates dates." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:46 msgid "" "Make sure you have default prices set in the pricelist outside of the " "deals period. Otherwise you might have issues once the period over." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:50 msgid "Prices per minimum quantity" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:56 msgid "" "The prices order does not matter. The system is smart and applies first " "prices that match the order date and/or the minimal quantities." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:60 msgid "Discounts, margins, roundings" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:62 msgid "" "The third option allows to set price change rules. Changes can be " "relative to the product list/catalog price, the product cost price, or to" " another pricelist. Changes are calculated via discounts or surcharges " "and can be forced to fit within floor (minumum margin) and ceilings " "(maximum margins). Prices can be rounded to the nearest cent/dollar or " "multiple of either (nearest 5 cents, nearest 10 dollars)." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:69 msgid "" "Once installed go to :menuselection:`Sales --> Configuration --> " "Pricelists` (or :menuselection:`Website Admin --> Catalog --> Pricelists`" " if you use e-Commerce)." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:77 msgid "" "Each pricelist item can be associated to either all products, to a " "product internal category (set of products) or to a specific product. " "Like in second option, you can set dates and minimum quantities." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:84 msgid "" "Once again the system is smart. If a rule is set for a particular item " "and another one for its category, Odoo will take the rule of the item." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:86 msgid "Make sure at least one pricelist item covers all your products." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:88 msgid "There are 3 modes of computation: fix price, discount & formula." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:93 msgid "Here are different price settings made possible thanks to formulas." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:96 msgid "Discounts with roundings" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:98 #, python-format msgid "e.g. 20% discounts with prices rounded up to 9.99." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:104 msgid "Costs with markups (retail)" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:106 msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:112 msgid "Prices per country" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:113 msgid "" "Pricelists can be set by countries group. Any new customer recorded in " "Odoo gets a default pricelist, i.e. the first one in the list matching " "the country. In case no country is set for the customer, Odoo takes the " "first pricelist without any country group." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:116 msgid "The default pricelist can be replaced when creating a sales order." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:118 msgid "You can change the pricelists sequence by drag & drop in list view." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:121 msgid "Compute and show discount % to customers" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:123 #, python-format msgid "" "In case of discount, you can show the public price and the computed " "discount % on printed sales orders and in your eCommerce catalog. To do " "so:" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:125 msgid "" "Check *Allow discounts on sales order lines* in :menuselection:`Sales -->" " Configuration --> Settings --> Quotations & Sales --> Discounts`." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:126 msgid "Apply the option in the pricelist setup form." msgstr "" #: ../../sales/products_prices/prices/pricing.rst:133 msgid ":doc:`currencies`" msgstr "" #: ../../sales/products_prices/prices/pricing.rst:134 msgid ":doc:`../../../ecommerce/maximizing_revenue/pricing`" msgstr "" #: ../../sales/products_prices/products.rst:3 msgid "Manage your products" msgstr "" #: ../../sales/products_prices/products/import.rst:3 msgid "How to import products with categories and variants" msgstr "" #: ../../sales/products_prices/products/import.rst:5 msgid "" "Import templates are provided in the import tool of the most common data " "to import (contacts, products, bank statements, etc.). You can open them " "with any spreadsheets software (Microsoft Office, OpenOffice, Google " "Drive, etc.)." msgstr "" #: ../../sales/products_prices/products/import.rst:11 msgid "How to customize the file" msgstr "" #: ../../sales/products_prices/products/import.rst:13 msgid "" "Remove columns you don't need. We advise to not remove the *ID* one (see " "why here below)." msgstr "" #: ../../sales/products_prices/products/import.rst:15 msgid "Set a unique ID to every single record by dragging down the ID sequencing." msgstr "" #: ../../sales/products_prices/products/import.rst:16 msgid "" "Don't change labels of columns you want to import. Otherwise Odoo won't " "recognize them anymore and you will have to map them on your own in the " "import screen." msgstr "" #: ../../sales/products_prices/products/import.rst:18 msgid "" "To add new columns,Feel free to add new columns but the fields need to " "exist in Odoo. If Odoo fails in matching the column name with a field, " "you can make it manually when importing by browsing a list of available " "fields." msgstr "" #: ../../sales/products_prices/products/import.rst:24 msgid "Why an “ID” column" msgstr "" #: ../../sales/products_prices/products/import.rst:26 msgid "" "The ID is an unique identifier for the line item. Feel free to use the " "one of your previous software to ease the transition to Odoo." msgstr "" #: ../../sales/products_prices/products/import.rst:29 msgid "Setting an ID is not mandatory when importing but it helps in many cases:" msgstr "" #: ../../sales/products_prices/products/import.rst:31 msgid "" "Update imports: you can import the same file several times without " "creating duplicates;" msgstr "" #: ../../sales/products_prices/products/import.rst:32 msgid "Import relation fields (see here below)." msgstr "" #: ../../sales/products_prices/products/import.rst:35 msgid "How to import relation fields" msgstr "" #: ../../sales/products_prices/products/import.rst:37 msgid "" "An Odoo object is always related to many other objects (e.g. a product is" " linked to product categories, attributes, vendors, etc.). To import " "those relations you need to import the records of the related object " "first from their own list menu." msgstr "" #: ../../sales/products_prices/products/import.rst:41 msgid "" "You can do it using either the name of the related record or its ID. The " "ID is expected when two records have the same name. In such a case add \"" " / ID\" at the end of the column title (e.g. for product attributes: " "Product Attributes / Attribute / ID)." msgstr "" #: ../../sales/products_prices/taxes.rst:3 msgid "Set taxes" msgstr "" #: ../../sales/quotation.rst:3 msgid "Quotation" msgstr "" #: ../../sales/quotation/online.rst:3 msgid "Online Quotation" msgstr "" #: ../../sales/quotation/online/creation.rst:3 msgid "How to create and edit an online quotation?" msgstr "" #: ../../sales/quotation/online/creation.rst:9 msgid "Enable Online Quotations" msgstr "" #: ../../sales/quotation/online/creation.rst:11 msgid "" "To send online quotations, you must first enable online quotations in the" " Sales app from :menuselection:`Configuration --> Settings`. Doing so " "will prompt you to install the Website app if you haven't already." msgstr "" #: ../../sales/quotation/online/creation.rst:18 msgid "" "You can view the online version of each quotation you create after " "enabling this setting by selecting **Preview** from the top of the " "quotation." msgstr "" #: ../../sales/quotation/online/creation.rst:25 msgid "Edit Your Online Quotations" msgstr "" #: ../../sales/quotation/online/creation.rst:27 msgid "" "The online quotation page can be edited for each quotation template in " "the Sales app via :menuselection:`Configuration --> Quotation Templates`." " From within any quotation template, select **Edit Template** to be taken" " to the corresponding page of your website." msgstr "" #: ../../sales/quotation/online/creation.rst:34 msgid "" "You can add text, images, and structural elements to the quotation page " "by dragging and dropping blocks from the pallet on the left sidebar menu." " A table of contents will be automatically generated based on the content" " you add." msgstr "" #: ../../sales/quotation/online/creation.rst:38 msgid "" "Advanced descriptions for each product on a quotation are displayed on " "the online quotation page. These descriptions are inherited from the " "product page in your eCommerce Shop, and can be edited directly on the " "page through the inline text editor." msgstr "" #: ../../sales/quotation/online/creation.rst:45 msgid "" "You can choose to allow payment immediately after the customer validates " "the quote by selecting a payment option on the quotation template." msgstr "" #: ../../sales/quotation/online/creation.rst:48 msgid "" "You can edit the webpage of an individual quotation as you would for any " "web page by clicking the **Edit** button. Changes made in this way will " "only affect the individual quotation." msgstr "" #: ../../sales/quotation/online/creation.rst:52 msgid "Using Online Quotations" msgstr "" #: ../../sales/quotation/online/creation.rst:54 msgid "" "To share an online quotation with your customer, copy the URL of the " "online quotation, then share it with customer." msgstr "" #: ../../sales/quotation/online/creation.rst:60 msgid "" "Alternatively, your customer can access their online quotations by " "logging into your website through the customer portal. Your customer can " "accept or reject the quotation, print it, or negotiate the terms in the " "chat box. You will also receive a notification in the chatter within Odoo" " whenever the customer views the quotation." msgstr "" #: ../../sales/quotation/setup.rst:3 msgid "Setup" msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:3 msgid "How to use different invoice and delivery addresses?" msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:8 msgid "" "It is possible to configure different addresses for delivery and " "invoicing. This is very useful, because it could happen that your clients" " have multiple locations and that the invoice address differs from the " "delivery location." msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:16 msgid "" "First, go to the Sales application, then click on " ":menuselection:`Configuration --> Settings` and activate the option " "**Enable the multiple address configuration from menu**." msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:24 msgid "Set the addresses on the contact form" msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:26 msgid "" "Invoice and/or shipping addresses and even other addresses are added on " "the contact form. To do so, go to the contact application, select the " "customer and in the **Contacts & Addresses** tab click on **Create**" msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:33 msgid "" "A new window will open where you can specify the delivery or the invoice " "address." msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:39 msgid "" "Once you validated your addresses, it will appear in the **Contacts & " "addresses** tab with distinctive logos." msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:46 msgid "On the quotations and sales orders" msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:48 msgid "" "When you create a new quotation, the option to select an invoice address " "and a delivery address is now available. Both addresses will " "automatically be filled in when selecting the customer." msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:56 msgid "" "Note that you can also create invoice and delivery addresses on the fly " "by selecting **Create and edit** in the dropdown menu." msgstr "" #: ../../sales/quotation/setup/different_addresses.rst:59 msgid "When printing your sales orders, you'll notice the two addresses." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:3 msgid "How to create my first quotation?" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:8 msgid "" "Quotations are documents sent to customers to offer an estimated cost for" " a particular set of goods or services. The customer can accept the " "quotation, in which case the seller will have to issue a sales order, or " "refuse it." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:13 msgid "" "For example, my company sells electronic products and my client Agrolait " "showed interest in buying ``3 iPads`` to facilitate their operations. I " "would like to send them a quotation for those iPads with a sales price of" " ``320 USD`` by iPad with a ``5%`` discount." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:18 msgid "This section will show you how to proceed." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:24 msgid "Install the Sales Management module" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:26 msgid "" "In order to be able to issue your first quotation, you'll need to install" " the **Sales Management** module from the app module in the Odoo backend." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:34 msgid "Allow discounts on sales order line" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:36 msgid "" "Allowing discounts on quotations is a common sales practice to improve " "the chances to convert the prospect into a client." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:39 msgid "" "In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on" " the sale price. To enable the feature, go into the **Sales** " "application, select :menuselection:`Configuration --> Settings` and, " "under **Quotations and Sales**, tick **Allow discounts on sales order " "line** (see picture below) and apply your changes." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:49 msgid "Create your quotation" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:51 msgid "" "To create your first quotation, click on :menuselection:`Sales --> " "Quotations` and click on **Create**. Then, complete your quotation as " "follows:" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:55 msgid "Customer and Products" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:57 msgid "" "The basic elements to add to any quotation are the customer (the person " "you will send your quotation to) and the products you want to sell. From " "the quotation view, choose the prospect from the **Customer** drop-down " "list and under **Order Lines**, click on **Add an item** and select your " "product. Do not forget to manually add the number of items under " "**Ordered Quantity** and the discount if applicable." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:67 msgid "" "If you don't have any customer or product recorded on your Odoo " "environment yet, you can create them on the fly directly from your " "quotations :" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:71 msgid "" "To add a new customer, click on the **Customer** drop-down menu and click" " on **Create and edit**. In this new window, you will be able to record " "all the customer details, such as the address, website, phone number and " "person of contact." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:76 msgid "" "To add a new product, under **Order line**, click on add an item and on " "**Create and Edit** from the drop-down list. You will be able to record " "your product information (product type, cost, sale price, invoicing " "policy, etc.) along with a picture." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:82 msgid "Taxes" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:84 msgid "" "To parameter taxes, simply go on the taxes section of the product line " "and click on **Create and Edit**. Fill in the details (for example if you" " are subject to a ``21%`` taxe on your sales, simply fill in the right " "amount in percentage) and save." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:93 msgid "Terms and conditions" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:95 msgid "" "You can select the expiration date of your quotation and add your " "company's terms and conditions directly in your quotation (see picture " "below)." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:103 msgid "Preview and send quotation" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:105 msgid "" "If you want to see what your quotation looks like before sending it, " "click on the **Print** button (upper left corner). It will give you a " "printable PDF version with all your quotation details." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:113 msgid "" "Update your company's details (address, website, logo, etc) appearing on " "your quotation from the the **Settings** menu on the app switcher, and on" " click on the link :menuselection:`Settings --> General settings --> " "Configure company data`." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:118 msgid "" "Click on **Send by email** to automatically send an email to your " "customer with the quotation as an attachment. You can adjust the email " "body before sending it and even save it as a template if you wish to " "reuse it." msgstr "" #: ../../sales/quotation/setup/first_quote.rst:127 msgid ":doc:`../online/creation`" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:128 msgid ":doc:`optional`" msgstr "" #: ../../sales/quotation/setup/first_quote.rst:129 msgid ":doc:`terms_conditions`" msgstr "" #: ../../sales/quotation/setup/optional.rst:3 msgid "How to display optional products on a quotation?" msgstr "" #: ../../sales/quotation/setup/optional.rst:8 msgid "" "The use of suggested products is a marketing strategy that attempts to " "increase the amount a customer spends once they begin the buying process." " For instance, a customer purchasing a cell phone could be shown " "accessories like a protective case, a screen cover, and headset. In Odoo," " a customer can be presented with additional products that are relevant " "to their chosen purchase in one of several locations." msgstr "" #: ../../sales/quotation/setup/optional.rst:18 msgid "" "Suggested products can be added to quotations directly, or to the " "ecommerce platform via each product form. In order to use suggested " "products, you will need to have the **Ecommerce** app installed:" msgstr "" #: ../../sales/quotation/setup/optional.rst:23 msgid "Quotations" msgstr "" #: ../../sales/quotation/setup/optional.rst:25 msgid "" "To add suggested products to quotations, you must first enable online " "quotations in the Sales app from :menuselection:`Configuration --> " "Settings`. Doing so will prompt you to install the Website app if you " "haven't already." msgstr "" #: ../../sales/quotation/setup/optional.rst:32 msgid "" "You will then be able to add suggested products to your individual " "quotations and quotation templates under the **Suggested Products** tab " "of a quotation." msgstr "" #: ../../sales/quotation/setup/optional.rst:39 msgid "Website Sales" msgstr "" #: ../../sales/quotation/setup/optional.rst:41 msgid "" "You can add suggested products to a product on its product form, under " "the Website heading in the **Sales** tab. **Suggested products** will " "appear on the *product* page, and **Accessory Products** will appear on " "the *cart* page prior to checkout." msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:3 msgid "How to link terms and conditions to a quotation?" msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:8 msgid "" "Specifying Terms and Conditions is essential to ensure a good " "relationship between customers and sellers. Every seller has to declare " "all the formal information which include products and company policy so " "customer can read all those terms before committing to anything." msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:13 msgid "" "Thanks to Odoo you can easily include your default terms and conditions " "on every quotation, sales order and invoice." msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:16 msgid "" "Let's take the following example: Your company sells water bottles to " "restaurants and you would like to add the following standard terms and " "conditions on all your quotations:" msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:20 msgid "" "*Safe storage of the products of MyCompany is necessary in order to " "ensure their quality, MyCompany will not be held accountable in case of " "unsafe storage of the products.*" msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:25 msgid "General terms and conditions" msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:27 msgid "" "General terms and conditions can be specified in the Sales settings. They" " will then automatically appear on every sales document from the " "quotation to the invoice." msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:31 msgid "" "To specify your Terms and Conditions go into : :menuselection:`Sales --> " "Configuration --> Settings --> Default Terms and Conditions`." msgstr "" #: ../../sales/quotation/setup/terms_conditions.rst:36 msgid "" "After saving, your terms and conditions will appear on your new " "quotations, sales orders and invoices (in the system but also on your " "printed documents)." msgstr "" #: ../../sales/sale_ebay.rst:3 msgid "eBay" msgstr ""