4191 lines
152 KiB
Plaintext
4191 lines
152 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Chris Egal <sodaswed@web.de>, 2021
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# Kevin Harrings <kha@odoo.com>, 2021
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# Florian Pose <fp@igh.de>, 2021
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# philku79 <philip.kuss@gmx.de>, 2021
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# Martin Trigaux, 2021
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# Andreas Stauder <andreas.stauder@brain-tec.ch>, 2021
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# Leon Grill <leg@odoo.com>, 2021
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 12.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2021-06-14 14:55+0200\n"
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"PO-Revision-Date: 2018-10-19 08:15+0000\n"
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"Last-Translator: Leon Grill <leg@odoo.com>, 2021\n"
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"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: de\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/sales.rst:5
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#: ../../content/applications/sales/sales.rst:5
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msgid "Sales"
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msgstr "Verkäufe"
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#: ../../content/applications/sales/crm.rst:5
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msgid "CRM"
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msgstr "Kundenverwaltung"
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#: ../../content/applications/sales/crm/acquire_leads.rst:5
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msgid "Acquire leads"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
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msgid "Convert leads into opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
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msgid ""
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"The system can generate leads instead of opportunities, in order to add a "
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"qualification step before converting a *Lead* into an *Opportunity* and "
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"assigning to the right sales people. You can activate this mode from the CRM"
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" Settings. It applies to all your sales channels by default. But you can "
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"make it specific for specific channels from their configuration form."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:13
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:41
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#: ../../content/applications/sales/crm/optimize/gamification.rst:11
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#: ../../content/applications/sales/crm/optimize/onsip.rst:13
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12
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#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12
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#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:9
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#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:25
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#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:8
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#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9
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#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:10
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#: ../../content/applications/sales/point_of_sale/overview/start.rst:22
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#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13
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#: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:9
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#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:10
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:10
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msgid "Configuration"
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msgstr "Konfiguration"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:15
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msgid ""
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"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
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"Settings` and activate the *Leads* feature."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:21
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msgid ""
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"You will now have a new submenu *Leads* under *Leads* where they will "
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"aggregate."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:28
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msgid "Convert a lead into an opportunity"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:30
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msgid ""
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"When you click on a *Lead* you will have the option to convert it to an "
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"opportunity and decide if it should still be assigned to the same "
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"channel/person and if you need to create a new customer."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37
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msgid ""
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"If you already have an opportunity with that customer Odoo will "
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"automatically offer you to merge with that opportunity. In the same manner, "
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"Odoo will automatically offer you to link to an existing customer if that "
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"customer already exists."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:3
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msgid "Generate leads/opportunities from emails"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:5
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msgid ""
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"Automating the lead/opportunity generation will considerably improve your "
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"efficiency. By default, any email sent to *sales@database\\_domain.ext* will"
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" create an opportunity in the pipeline of the default sales channel."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:11
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msgid "Configure email aliases"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:13
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msgid ""
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"Each sales channel can have its own email alias, to generate "
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"leads/opportunities automatically assigned to it. It is useful if you manage"
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" several sales teams with specific business processes. You will find the "
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"configuration of sales channels under :menuselection:`Configuration --> "
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"Sales Channels`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:3
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msgid "Generate leads/opportunities from your website contact page"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:5
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msgid ""
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"Automating the lead/opportunity generation will considerably improve your "
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"efficiency. Any visitor using the contact form on your website will create a"
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" lead/opportunity in the pipeline."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:10
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msgid "Use the contact us on your website"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:12
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msgid "You should first go to your website app."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:14
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msgid "|image0|\\ |image1|"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:73
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:73
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msgid "image0"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:76
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:76
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msgid "image1"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:16
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msgid ""
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"With the CRM app installed, you benefit from a ready-to-use contact form on "
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"your Odoo website that will generate leads/opportunities automatically."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:23
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msgid ""
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"To change to a specific sales channel, go to :menuselection:`Website --> "
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"Configuration --> Settings` under *Communication* you will find the Contact "
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"Form info and where to change the *Sales Channel* or *Salesperson*."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:32
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:50
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msgid "Create a custom contact form"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:34
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msgid ""
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"You may want to know more from your visitor when they use the contact form "
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"to you will need to build a custom contact form on your website. These "
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"contact forms can generate multiple types of records in the system (emails, "
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"leads/opportunities, project tasks, helpdesk tickets, etc.)"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:43
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msgid ""
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"You will need to install the free *Form Builder* module, only available in "
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"Odoo Enterprise."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:52
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msgid ""
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"First, go to the page where you want to put your contact form. In edit mode,"
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" drag the form builder onto the page, and you will be able to add all the "
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"fields you wish."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:59
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msgid ""
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"By default, any new contact form will send an email. You can switch to "
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"lead/opportunity generation in *Change Form Parameters*."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:63
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msgid ""
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"If the same visitor uses the contact form twice, the second entry will be "
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"added to the first lead/opportunity in the chatter."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:67
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msgid "Generate leads instead of opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:69
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msgid ""
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"When using a contact form, you should use a qualification step before "
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"assigning the form to the right sales people. To do so, activate *Leads* in "
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"CRM settings and refer to :doc:`convert`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
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msgid "Send quotations"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
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msgid ""
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"When you qualify a lead into an opportunity you will most likely need to "
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"send them a quotation. You can directly do this in the CRM App with Odoo."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12
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msgid "Create a new quotation"
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msgstr "Ein neues Angebot erstellen"
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
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msgid ""
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"By clicking on any opportunity or lead, you will see a *New Quotation* "
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"button, it will bring you into a new menu where you can manage your quote."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21
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msgid ""
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"You will find all your quotes to that specific opportunity under the "
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"*Quotations* menu on that page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28
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msgid "Mark them won/lost"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30
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msgid ""
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"Now you will need to mark your opportunity as won or lost to move the "
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"process along."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
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msgid ""
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"If you mark them as won, they will move to your *Won* column in your Kanban "
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"view. If you however mark them as *Lost* they will be archived."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize.rst:5
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msgid "Optimize your Day-to-Day work"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:3
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msgid "How to motivate and reward my salespeople?"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:5
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msgid ""
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"Challenging your employees to reach specific targets with goals and rewards "
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"is an excellent way to reinforce good habits and improve your salespeople "
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"productivity. The Gamification module gives you simple and creative ways to "
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"motivate and evaluate your employees with real-time recognition and badges "
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"inspired by game mechanics."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:13
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msgid ""
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"Install the *Gamification* module, or the *CRM gamification* one, which adds"
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" some useful data (goals and challenges) that can be used on *CRM/Sale*."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rstNone
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msgid "View of the gamification module being installed in Odoo"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:21
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msgid "Create a challenge"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:23
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msgid ""
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"Now, create your first challenge by going to :menuselection:`Settings --> "
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"Gamification Tools --> Challenges`."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:27
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msgid ""
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"As the gamification tool is a one-time technical setup, you need to activate"
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" the technical features in order to access the configuration. To do so, go "
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"to *Settings* and *Activate the developer mode*."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rstNone
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msgid "View if the gamification tools menu in Odoo Settings"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:35
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msgid ""
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"A challenge is a mission that you send to your sales team. It can include "
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"one or several goals, set for a specific period of time. Configure your "
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"challenge as follows:"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:38
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msgid "Assign the salespeople to be challenged;"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:39
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msgid "Assign a responsible;"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:40
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msgid "Set up the periodicity along with the start and the end date;"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:41
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msgid "Select your goals;"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:42
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msgid "Set up your rewards (badges)."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:45
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msgid ""
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"Badges are granted when a challenge is finished. This is either at the end "
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"of a running period (eg: end of the month for a monthly challenge), at the "
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"end date of a challenge (if no periodicity is set), or when the challenge is"
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" manually closed."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:49
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msgid ""
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"In the example below, 2 employees are being challenged with a *Monthly Sales"
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" Target*. The challenge is based on 2 goals: the total amount invoiced and "
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"number of new leads generated. At the end of the month, the winner will be "
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"granted with a badge."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rstNone
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msgid ""
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"View of the challenge form and a challenge being created for Odoo Sales"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:58
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msgid "Set up goals"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:60
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msgid ""
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"The users can be evaluated using goals and numerical objectives to reach."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:62
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msgid ""
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"**Goals** are assigned through *challenges* that evaluate (see image above) "
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"and compare members of a team throughout time."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:66
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msgid ""
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"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
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"new item*, under *Goals*. Select the business object according to your "
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"company's needs. Examples: number of new leads, time to qualify a lead, "
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"total amount invoiced in a specific week, month or any other time frame "
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"based on your management preferences, etc."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rstNone
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msgid ""
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"View of the goal definition form and a goal definition being created for "
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"Odoo Sales"
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msgstr ""
|
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|
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#: ../../content/applications/sales/crm/optimize/gamification.rst:73
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msgid ""
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"Goals may include your database setup as well (e.g. set your company data "
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"and a timezone, create new users, etc.)."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:77
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msgid "Set up rewards"
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rst:79
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msgid ""
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"For non-numerical achievements, **Badges** can be granted to users. From a "
|
||
"simple thank you to an exceptional achievement, a badge is an easy way to "
|
||
"express gratitude to a user for their good work. To create and grant badges "
|
||
"to your employees based on their performance, go to :menuselection:`Settings"
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" --> Gamification Tools --> Badges`."
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msgstr ""
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#: ../../content/applications/sales/crm/optimize/gamification.rstNone
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msgid "View of the badges page in Odoo"
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msgstr ""
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|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:3
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msgid "Synchronize Google Calendar with Odoo"
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msgstr ""
|
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|
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#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:5
|
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msgid ""
|
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"Odoo is perfectly integrated with Google Calendar so that you can see & "
|
||
"manage your meetings from both platforms (updates go through both "
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"directions)."
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msgstr ""
|
||
|
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#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:10
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msgid "Setup in Google"
|
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msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:11
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msgid ""
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||
"Go to `Google APIs platform <https://console.developers.google.com>`__ to "
|
||
"generate Google Calendar API credentials. Log in with your Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:14
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||
msgid "Go to the API & Services page."
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||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:19
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msgid "Search for *Google Calendar API* and select it."
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msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:27
|
||
msgid "Enable the API."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:32
|
||
msgid ""
|
||
"Select or create an API project to store the credentials if not yet done "
|
||
"before. Give it an explicit name (e.g. Odoo Sync)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:35
|
||
msgid "Create credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:40
|
||
msgid ""
|
||
"Select *Web browser (Javascript)* as calling source and *User data* as kind "
|
||
"of data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:46
|
||
msgid ""
|
||
"Then you can create a Client ID. Enter the name of the application (e.g. "
|
||
"Odoo Calendar) and the allowed pages on which you will be redirected. The "
|
||
"*Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized "
|
||
"redirect URI* is your Odoo's instance URL followed by "
|
||
"'/google_account/authentication'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:55
|
||
msgid ""
|
||
"Go through the Consent Screen step by entering a product name (e.g. Odoo "
|
||
"Calendar). Feel free to check the customizations options but this is not "
|
||
"mandatory. The Consent Screen will only show up when you enter the Client ID"
|
||
" in Odoo for the first time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:60
|
||
msgid ""
|
||
"Finally you are provided with your **Client ID**. Go to *Credentials* to get"
|
||
" the **Client Secret** as well. Both of them are required in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:67
|
||
msgid "Setup in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:69
|
||
msgid ""
|
||
"Install the **Google Calendar** App from the *Apps* menu or by checking the "
|
||
"option in :menuselection:`Settings --> General Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:75
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> General Settings` and enter your **Client"
|
||
" ID** and **Client Secret** in Google Calendar option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:81
|
||
msgid ""
|
||
"The setup is now ready. Open your Odoo Calendar and sync with Google. The "
|
||
"first time you do it you are redirected to Google to authorize the "
|
||
"connection. Once back in Odoo, click the sync button again. You can click it"
|
||
" whenever you want to synchronize your calendar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:89
|
||
msgid "As of now you no longer have excuses to miss a meeting!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:3
|
||
msgid "Use VOIP services in Odoo with OnSIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:6
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:6
|
||
msgid "Introduction"
|
||
msgstr "Überblick"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:8
|
||
msgid ""
|
||
"Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that"
|
||
" case, the installation and setup of an Asterisk server is not necessary as "
|
||
"the whole infrastructure is hosted and managed by OnSIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:10
|
||
msgid ""
|
||
"You will need to open an account with OnSIP to use this service. Before "
|
||
"doing so, make sure that your area and the areas you wish to call are "
|
||
"covered by the service. After opening an OnSIP account, follow the "
|
||
"configuration procedure below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:15
|
||
msgid "Go to Apps and install the module **VoIP OnSIP**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:20
|
||
msgid ""
|
||
"Go to Settings/General Settings. In the section Integrations/Asterisk "
|
||
"(VoIP), fill in the 3 fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:22
|
||
msgid ""
|
||
"**OnSIP Domain** is the domain you chose when creating an account on "
|
||
"www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and "
|
||
"you will see it in the top right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:23
|
||
msgid "**WebSocket** should contain wss://edge.sip.onsip.com"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:24
|
||
msgid "**Mode** should be Production"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:29
|
||
msgid ""
|
||
"Go to **Settings/Users**. In the form view of each VoIP user, in the "
|
||
"Preferences tab, fill in the section **PBX Configuration**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:31
|
||
msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:32
|
||
msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:33
|
||
msgid "**SIP Password**: the OnSIP 'SIP Password'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:34
|
||
msgid "**Handset Extension**: the OnSIP 'Extension'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:36
|
||
msgid ""
|
||
"You can find all this information by logging in at "
|
||
"https://admin.onsip.com/users, then select the user you want to configure "
|
||
"and refer to the fields as pictured below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:41
|
||
msgid ""
|
||
"You can now make phone calls by clicking the phone icon in the top right "
|
||
"corner of Odoo (make sure you are logged in as a user properly configured in"
|
||
" Odoo and in OnSIP)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:45
|
||
msgid ""
|
||
"If you see a *Missing Parameters* message in the Odoo softphone, make sure "
|
||
"to refresh your Odoo window and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:52
|
||
msgid ""
|
||
"If you see an *Incorrect Number* message in the Odoo softphone, make sure to"
|
||
" use the international format, leading with the plus (+) sign followed by "
|
||
"the international country code. E.g.: +16506913277 (where +1 is the "
|
||
"international prefix for the United States)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:57
|
||
msgid ""
|
||
"You can now also receive phone calls. Your number is the one provided by "
|
||
"OnSIP. Odoo will ring and display a notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:63
|
||
msgid "OnSIP on Your Cell Phone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:65
|
||
msgid ""
|
||
"In order to make and receive phone calls when you are not in front of your "
|
||
"computer, you can use a softphone app on your cell phone in parallel of Odoo"
|
||
" VoIP. This is useful for on-the-go calls, but also to make sure to hear "
|
||
"incoming calls, or simply for convenience. Any SIP softphone will work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:67
|
||
msgid ""
|
||
"On Android and iOS, OnSIP has been successfully tested with `Grandstream "
|
||
"Wave <https://play.google.com/store/apps/details?id=com.grandstream.wave>`_."
|
||
" When creating an account, select OnSIP in the list of carriers. You will "
|
||
"then have to configure it as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:69
|
||
msgid "**Account name**: OnSIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:70
|
||
msgid "**SIP Server**: the OnSIP 'Domain'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:71
|
||
msgid "**SIP User ID**: the OnSIP 'Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:72
|
||
msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:73
|
||
msgid "**Password**: the OnSIP 'SIP Password'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:75
|
||
msgid ""
|
||
"Aside from initiating calls from Grandstream Wave on your phone, you can "
|
||
"also initiate calls by clicking phone numbers in your browser on your PC. "
|
||
"This will make Grandstream Wave ring and route the call via your phone to "
|
||
"the other party. This approach is useful to avoid wasting time dialing phone"
|
||
" numbers. In order to do so, you will need the Chrome extension `OnSIP Call "
|
||
"Assistant <https://chrome.google.com/webstore/detail/onsip-call-"
|
||
"assistant/pceelmncccldedfkcgjkpemakjbapnpg?hl=en>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/onsip.rst:79
|
||
msgid ""
|
||
"The downside of using a softphone on your cell phone is that your calls will"
|
||
" not be logged in Odoo as the softphone acts as an independent separate app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:3
|
||
msgid "Configure your VOIP Asterisk server for Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:6
|
||
msgid "Installing Asterisk server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:9
|
||
msgid "Dependencies"
|
||
msgstr "Abhängigkeiten"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:11
|
||
msgid ""
|
||
"Before installing Asterisk you need to install the following dependencies:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:13
|
||
msgid "wget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:14
|
||
msgid "gcc"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:15
|
||
msgid "g++"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:16
|
||
msgid "ncurses-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:17
|
||
msgid "libxml2-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:18
|
||
msgid "sqlite-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:19
|
||
msgid "libsrtp-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:20
|
||
msgid "libuuid-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:21
|
||
msgid "openssl-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:22
|
||
msgid "pkg-config"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:24
|
||
msgid "In order to install libsrtp, follow the instructions below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:35
|
||
msgid ""
|
||
"You also need to install PJSIP, you can download the source `here "
|
||
"<http://www.pjsip.org/download.htm>`_. Once the source directory is "
|
||
"extracted:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:37
|
||
msgid "**Change to the pjproject source directory:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:43
|
||
msgid "**run:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:49
|
||
msgid "**Build and install pjproject:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:57
|
||
msgid "**Update shared library links:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:63
|
||
msgid "**Verify that pjproject is installed:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:69
|
||
msgid "**The result should be:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:86
|
||
msgid "Asterisk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:88
|
||
msgid ""
|
||
"In order to install Asterisk 13.7.0, you can download the source directly "
|
||
"`there <http://downloads.asterisk.org/pub/telephony/asterisk/old-"
|
||
"releases/asterisk-13.7.0.tar.gz>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:90
|
||
msgid "Extract Asterisk:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:96
|
||
msgid "Enter the Asterisk directory:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:102
|
||
msgid "Run the Asterisk configure script:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:108
|
||
msgid "Run the Asterisk menuselect tool:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:114
|
||
msgid ""
|
||
"In the menuselect, go to the resources option and ensure that res_srtp is "
|
||
"enabled. If there are 3 x’s next to res_srtp, there is a problem with the "
|
||
"srtp library and you must reinstall it. Save the configuration (press x). "
|
||
"You should also see stars in front of the res_pjsip lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:116
|
||
msgid "Compile and install Asterisk:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:122
|
||
msgid ""
|
||
"If you need the sample configs you can run 'make samples' to install the "
|
||
"sample configs. If you need to install the Asterisk startup script you can "
|
||
"run 'make config'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:125
|
||
msgid "DTLS Certificates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:127
|
||
msgid "After you need to setup the DTLS certificates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:133
|
||
msgid "Enter the Asterisk scripts directory:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:139
|
||
msgid ""
|
||
"Create the DTLS certificates (replace pbx.mycompany.com with your ip address"
|
||
" or dns name, replace My Super Company with your company name):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:146
|
||
msgid "Configure Asterisk server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:148
|
||
msgid ""
|
||
"For WebRTC, a lot of the settings that are needed MUST be in the peer "
|
||
"settings. The global settings do not flow down into the peer settings very "
|
||
"well. By default, Asterisk config files are located in /etc/asterisk/. Start"
|
||
" by editing http.conf and make sure that the following lines are "
|
||
"uncommented:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:158
|
||
msgid ""
|
||
"Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and "
|
||
"icesupport to be enabled. In most cases, directmedia should be disabled. "
|
||
"Also under the WebRTC client, the transport needs to be listed as ‘ws’ to "
|
||
"allow websocket connections. All of these config lines should be under the "
|
||
"peer itself; setting these config lines globally might not work:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:186
|
||
msgid ""
|
||
"In the sip.conf and rtp.conf files you also need to add or uncomment the "
|
||
"lines:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:193
|
||
msgid "Lastly, set up extensions.conf:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:202
|
||
msgid "Configure Odoo VOIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:204
|
||
msgid "In Odoo, the configuration should be done in the user's preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:210
|
||
msgid ""
|
||
"The SIP Login/Browser's Extension is the number you configured previously in"
|
||
" the sip.conf file (in our example: 1060)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:212
|
||
msgid "The SIP Password is the secret you chose in the sip.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:214
|
||
msgid ""
|
||
"The extension of your office's phone is not a required field but it is used "
|
||
"if you want to transfer your call from Odoo to an external phone also "
|
||
"configured in the sip.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:217
|
||
msgid ""
|
||
"The configuration should also be done in the General Settings under the "
|
||
"\"Integrations\" section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:222
|
||
msgid ""
|
||
"The PBX Server IP should be the same as the IP you define in the http.conf "
|
||
"file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/setup.rst:224
|
||
msgid ""
|
||
"The WebSocket should be: ws://localhost:XXXX/ws where \"localhost\" needs to"
|
||
" be the same as the IP defined previously and \"XXXX\" needs to be the port "
|
||
"defined in the http.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance.rst:5
|
||
msgid "Analyze performance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:3
|
||
msgid "Get an accurate probable turnover"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:5
|
||
msgid ""
|
||
"As you progress in your sales cycle, and move from one stage to another, you"
|
||
" can expect to have more precise information about a given opportunity "
|
||
"giving you an better idea of the probability of closing it, this is "
|
||
"important to see your expected turnover in your various reports."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:11
|
||
msgid "Configure your kanban stages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:13
|
||
msgid ""
|
||
"By default, Odoo Kanban view has four stages: New, Qualified, Proposition, "
|
||
"Won. Respectively with a 10, 30, 70 and 100% probability of success. You can"
|
||
" add stages as well as edit them. By refining default probability of success"
|
||
" for your business on stages, you can make your probable turnover more and "
|
||
"more accurate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:25
|
||
msgid ""
|
||
"Every one of your opportunities will have the probability set by default but"
|
||
" you can modify them manually of course."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:29
|
||
msgid "Set your opportunity expected revenue & closing date"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:31
|
||
msgid ""
|
||
"When you get information on a prospect, it is important to set an expected "
|
||
"revenue and expected closing date. This will let you see your total expected"
|
||
" revenue by stage as well as give a more accurate probable turnover."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:40
|
||
msgid "See the overdue or closing soon opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:42
|
||
msgid ""
|
||
"In your pipeline, you can filter opportunities by how soon they will be "
|
||
"closing, letting you prioritize."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:48
|
||
msgid ""
|
||
"As a sales manager, this tool can also help you see potential ways to "
|
||
"improve your sale process, for example a lot of opportunities in early "
|
||
"stages but with near closing date might indicate an issue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:53
|
||
msgid "View your total expected revenue and probable turnover"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:55
|
||
msgid ""
|
||
"While in your Kanban view you can see the expected revenue for each of your "
|
||
"stages. This is based on each opportunity expected revenue that you set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/turnover.rst:62
|
||
msgid ""
|
||
"As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline "
|
||
"Analysis` by default *Probable Turnover* is set as a measure. This report "
|
||
"will take into account the revenue you set on each opportunity but also the "
|
||
"probability they will close. This gives you a much better idea of your "
|
||
"expected revenue allowing you to make plans and set targets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:3
|
||
msgid "Check your Win/Loss Ratio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:5
|
||
msgid ""
|
||
"To see how well you are doing with your pipeline, take a look at the "
|
||
"Win/Loss ratio."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:8
|
||
msgid ""
|
||
"To access this report, go to your *Pipeline* view under the *Reporting* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:11
|
||
msgid ""
|
||
"From there you can filter to which opportunities you wish to see, yours, the"
|
||
" ones from your sales channel, your whole company, etc. You can then click "
|
||
"on filter and check Won/Lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:18
|
||
msgid "You can also change the *Measures* to *Total Revenue*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:23
|
||
msgid "You also have the ability to switch to a pie chart view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline.rst:5
|
||
msgid "Organize the pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
|
||
msgid "Manage lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
|
||
msgid ""
|
||
"While working with your opportunities, you might lose some of them. You will"
|
||
" want to keep track of the reasons you lost them and also which ways Odoo "
|
||
"can help you recover them in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
|
||
msgid "Mark a lead as lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
|
||
msgid ""
|
||
"While in your pipeline, select any opportunity you want and you will see a "
|
||
"*Mark Lost* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
|
||
msgid ""
|
||
"You can then select an existing *Lost Reason* or create a new one right "
|
||
"there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
|
||
msgid "Manage & create lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24
|
||
msgid ""
|
||
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
|
||
"Lost Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
|
||
msgid ""
|
||
"You can select & rename any of them as well as create a new one from there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
|
||
msgid "Retrieve lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32
|
||
msgid ""
|
||
"To retrieve lost opportunities and do actions on them (send an email, make a"
|
||
" feedback call, etc.), select the *Lost* filter in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
|
||
msgid "You will then see all your lost opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
||
msgid ""
|
||
"If you want to refine them further, you can add a filter on the *Lost "
|
||
"Reason*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
|
||
msgid "For Example, *Too Expensive*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50
|
||
msgid "Restore lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52
|
||
msgid ""
|
||
"From the Kanban view with the filter(s) in place, you can select any "
|
||
"opportunity you wish and work on it as usual. You can also restore it by "
|
||
"clicking on *Archived*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59
|
||
msgid ""
|
||
"You can also restore items in batch from the Kanban view when they belong to"
|
||
" the same stage. Select *Restore Records* in the column options. You can "
|
||
"also archive the same way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
|
||
msgid "To select specific opportunities, you should switch to the list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
|
||
msgid ""
|
||
"Then you can select as many or all opportunities and select the actions you "
|
||
"want to take."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78
|
||
msgid ":doc:`../performance/win_loss`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
|
||
msgid "Manage multiple sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5
|
||
msgid ""
|
||
"In Odoo, you can manage several sales teams, departments or channels with "
|
||
"specific sales processes. To do so, we use the concept of *Sales Channel*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10
|
||
msgid "Create a new sales channel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12
|
||
msgid ""
|
||
"To create a new *Sales Channel*, go to :menuselection:`Configuration --> "
|
||
"Sales Channels`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:14
|
||
msgid ""
|
||
"There you can set an email alias to it. Every message sent to that email "
|
||
"address will create a lead/opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:21
|
||
msgid "Add members to your sales channel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:23
|
||
msgid ""
|
||
"You can add members to any channel; that way those members will see the "
|
||
"pipeline structure of the sales channel when opening it. Any "
|
||
"lead/opportunity assigned to them will link to the sales channel. Therefore,"
|
||
" you can only be a member of one channel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:28
|
||
msgid "This will ease the process review of the team manager."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:33
|
||
msgid ""
|
||
"If you now filter on this specific channel in your pipeline, you will find "
|
||
"all of its opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40
|
||
msgid "Sales channel dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:42
|
||
msgid ""
|
||
"To see the operations and results of any sales channel at a glance, the "
|
||
"sales manager also has access to the *Sales Channel Dashboard* under "
|
||
"*Reporting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46
|
||
msgid ""
|
||
"It is shared with the whole ecosystem so every revenue stream is included in"
|
||
" it: Sales, eCommerce, PoS, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads.rst:5
|
||
msgid "Assign and track leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
|
||
msgid "Assign leads based on scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
||
msgid ""
|
||
"With *Leads Scoring* you can automatically rank your leads based on selected"
|
||
" criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:8
|
||
msgid ""
|
||
"For example you could score customers from your country higher or the ones "
|
||
"that visited specific pages on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
|
||
msgid ""
|
||
"To use scoring, install the free module *Lead Scoring* under your *Apps* "
|
||
"page (only available in Odoo Enterprise)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:21
|
||
msgid "Create scoring rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
|
||
msgid ""
|
||
"You now have a new tab in your *CRM* app called *Leads Management* where you"
|
||
" can manage your scoring rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
|
||
msgid ""
|
||
"Here's an example for a Canadian lead, you can modify for whatever criteria "
|
||
"you wish to score your leads on. You can add as many criteria as you wish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
|
||
msgid ""
|
||
"Every hour every lead without a score will be automatically scanned and "
|
||
"assigned their right score according to your scoring rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
||
msgid "Assign leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:42
|
||
msgid ""
|
||
"Once the scores computed, leads can be assigned to specific teams using the "
|
||
"same domain mechanism. To do so go to :menuselection:`CRM --> Leads "
|
||
"Management --> Team Assignation` and apply a specific domain on each team. "
|
||
"This domain can include scores."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49
|
||
msgid ""
|
||
"Further on, you can assign to a specific vendor in the team with an even "
|
||
"more refined domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:52
|
||
msgid ""
|
||
"To do so go to :menuselection:`CRM --> Leads Management --> Leads "
|
||
"Assignation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:58
|
||
msgid ""
|
||
"The team & leads assignation will assign the unassigned leads once a day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||
msgid "Evaluate & use the unassigned leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64
|
||
msgid ""
|
||
"Once your scoring rules are in place you will most likely still have some "
|
||
"unassigned leads. Some of them could still lead to an opportunity so it is "
|
||
"useful to do something with them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68
|
||
msgid ""
|
||
"In your leads page you can place a filter to find your unassigned leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:73
|
||
msgid ""
|
||
"Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing "
|
||
"Automation` apps to send a mass email to them? You can also easily find such"
|
||
" unassigned leads from there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3
|
||
msgid "Track your prospects visits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5
|
||
msgid ""
|
||
"Tracking your website pages will give you much more information about the "
|
||
"interests of your website visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8
|
||
msgid ""
|
||
"Every tracked page they visit will be recorded on your lead/opportunity if "
|
||
"they use the contact form on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14
|
||
msgid ""
|
||
"To use this feature, install the free module *Lead Scoring* under your "
|
||
"*Apps* page (only available in Odoo Enterprise)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21
|
||
msgid "Track a webpage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23
|
||
msgid ""
|
||
"Go to any static page you want to track on your website and under the "
|
||
"*Promote* tab you will find *Optimize SEO*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29
|
||
msgid "There you will see a *Track Page* checkbox to track this page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35
|
||
msgid "See visited pages in your leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37
|
||
msgid ""
|
||
"Now each time a lead is created from the contact form it will keep track of "
|
||
"the pages visited by that visitor. You have two ways to see those pages, on "
|
||
"the top right corner of your lead/opportunity you can see a *Page Views* "
|
||
"button but also further down you will see them in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43
|
||
msgid ""
|
||
"Both will update if the viewers comes back to your website and visits more "
|
||
"pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52
|
||
msgid ""
|
||
"The feature will not repeat multiple viewings of the same pages in the "
|
||
"chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55
|
||
msgid "Your customers will no longer be able to keep any secrets from you!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:5
|
||
msgid "Point of Sale"
|
||
msgstr "Point of Sale"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced.rst:5
|
||
msgid "Advanced topics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:3
|
||
msgid "Using barcodes in PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:5
|
||
msgid ""
|
||
"Using a barcode scanner to process point of sale orders improves your "
|
||
"efficiency and helps you to save time for you and your customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:11
|
||
msgid ""
|
||
"To use a barcode scanner, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:14
|
||
msgid ""
|
||
"Under the IoT Box / Hardware category, you will find *Barcode Scanner* "
|
||
"select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:21
|
||
msgid "Add barcodes to product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:23
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Catalog --> Products` and select a "
|
||
"product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:26
|
||
msgid ""
|
||
"Under the general information tab, you can find a barcode field where you "
|
||
"can input any barcode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:33
|
||
msgid "Scanning products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:35
|
||
msgid ""
|
||
"From your PoS interface, scan any barcode with your barcode scanner. The "
|
||
"product will be added, you can scan the same product to add it multiple "
|
||
"times or change the quantity manually on the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:3
|
||
msgid "Accept credit card payment using Mercury"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:5
|
||
msgid ""
|
||
"A MercuryPay account (see `*MercuryPay website* "
|
||
"<https://www.mercurypay.com/>`__) is required to accept credit card payments"
|
||
" in Odoo 11 PoS with an integrated card reader. MercuryPay only operates "
|
||
"with US and Canadian banks making this procedure only suitable for North "
|
||
"American businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:11
|
||
msgid ""
|
||
"An alternative to an integrated card reader is to work with a standalone "
|
||
"card reader, copy the transaction total from the Odoo POS screen into the "
|
||
"card reader, and record the transaction in Odoo POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:16
|
||
msgid "Install Mercury"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:18
|
||
msgid ""
|
||
"To install Mercury go to :menuselection:`Apps` and search for the *Mercury* "
|
||
"module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:27
|
||
msgid ""
|
||
"To configure mercury, you need to activate the developer mode. To do so go "
|
||
"to :menuselection:`Apps --> Settings` and select *Activate the developer "
|
||
"mode*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:34
|
||
msgid ""
|
||
"While in developer mode, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Mercury Configurations`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:37
|
||
msgid ""
|
||
"Create a new configuration for credit cards and enter your Mercury "
|
||
"credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:43
|
||
msgid ""
|
||
"Then go to :menuselection:`Point of Sale --> Configuration --> Payment "
|
||
"Methods` and create a new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:46
|
||
msgid ""
|
||
"Under *Point of Sale* when you select *Use in Point of Sale* you can then "
|
||
"select your Mercury credentials that you just created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:52
|
||
msgid ""
|
||
"You now have a new option to pay by credit card when validating a payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:3
|
||
msgid "Manage multiple cashiers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:5
|
||
msgid ""
|
||
"With Odoo Point of Sale, you can easily manage multiple cashiers. This "
|
||
"allows you to keep track on who is working in the Point of Sale and when."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:9
|
||
msgid ""
|
||
"There are three different ways of switching between cashiers in Odoo. They "
|
||
"are all explained below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:13
|
||
msgid ""
|
||
"To manage multiple cashiers, you need to have several users (at least two)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:17
|
||
msgid "Switch without pin codes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:19
|
||
msgid ""
|
||
"The easiest way to switch cashiers is without a code. Simply press on the "
|
||
"name of the current cashier in your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:25
|
||
msgid "You will then be able to change between different users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:30
|
||
msgid "And the cashier will be changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:33
|
||
msgid "Switch cashiers with pin codes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:35
|
||
msgid ""
|
||
"You can also set a pin code on each user. To do so, go to "
|
||
":menuselection:`Settings --> Manage Access rights` and select the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:41
|
||
msgid ""
|
||
"On the user page, under the *Point of Sale* tab you can add a Security PIN."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:47
|
||
msgid "Now when you switch users you will be asked to input a PIN password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:53
|
||
msgid "Switch cashiers with barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:55
|
||
msgid "You can also ask your cashiers to log themselves in with their badges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:57
|
||
msgid "Back where you put a security PIN code, you could also put a barcode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:62
|
||
msgid ""
|
||
"When they scan their barcode, the cashier will be switched to that user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:64
|
||
msgid "Barcode nomenclature link later on"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:3
|
||
msgid "Reprint Receipts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:5
|
||
msgid ""
|
||
"Use the *Reprint receipt* feature if you have the need to reprint a ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:10
|
||
msgid ""
|
||
"To activate *Reprint Receipt*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of sale`. and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:13
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find *Reprint Receipt* option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:17
|
||
msgid ""
|
||
"In order to allow the option reprint receipt, you need to activate the "
|
||
"receipt printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:23
|
||
msgid "Reprint a receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:25
|
||
msgid "On your PoS interface, you now have a *Reprint receipt* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:30
|
||
msgid "When you use it, you can then reprint your last receipt."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features.rst:5
|
||
msgid "Advanced Pricing Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:3
|
||
msgid "Using discount tags with a barcode scanner"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:5
|
||
msgid ""
|
||
"If you want to sell your products with a discount, for a product getting "
|
||
"close to its expiration date for example, you can use discount tags. They "
|
||
"allow you to scan discount barcodes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:10
|
||
msgid "To use discount tags you will need to use a barcode scanner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:13
|
||
msgid "Barcode Nomenclature"
|
||
msgstr "Barcode-Nomenklatur"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:15
|
||
msgid "To use discounts tags, we need to learn about barcode nomenclature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:17
|
||
msgid ""
|
||
"Let's say you want to have a discount for the product with the following "
|
||
"barcode:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:23
|
||
msgid ""
|
||
"You can find the *Default Nomenclature* under the settings of your PoS "
|
||
"interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:32
|
||
msgid ""
|
||
"Let's say you want 50% discount on a product you have to start your barcode "
|
||
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
|
||
"before adding the product barcode. In our example, the barcode would be:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:41
|
||
msgid "Scan the products & tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:43
|
||
msgid "You first have to scan the desired product (in our case, a lemon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:48
|
||
msgid ""
|
||
"And then scan the discount tag. The discount will be applied and you can "
|
||
"finish the transaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:3
|
||
msgid "Manage a loyalty program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:5
|
||
msgid ""
|
||
"Encourage your customers to continue to shop at your point of sale with a "
|
||
"*Loyalty Program*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:11
|
||
msgid ""
|
||
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
|
||
"Under the Pricing features, select *Loyalty Program*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:19
|
||
msgid "From there you can create and edit your loyalty programs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:24
|
||
msgid ""
|
||
"You can decide what type of program you wish to use, if the reward is a "
|
||
"discount or a gift, make it specific to some products or cover your whole "
|
||
"range. Apply rules so that it is only valid in specific situation and "
|
||
"everything in between."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:30
|
||
msgid "Use the loyalty program in your PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:32
|
||
msgid ""
|
||
"When a customer is set, you will now see the points they will get for the "
|
||
"transaction and they will accumulate until they are spent. They are spent "
|
||
"using the button *Rewards* when they have enough points according to the "
|
||
"rules defined in the loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:40
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:45
|
||
msgid ""
|
||
"You can see the price is instantly updated to reflect the pricelist. You can"
|
||
" finalize the order in your usual way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:44
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:49
|
||
msgid ""
|
||
"If you select a customer with a default pricelist, it will be applied. You "
|
||
"can of course change it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:3
|
||
msgid "Apply manual discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:5
|
||
msgid ""
|
||
"If you seldom use discounts, applying manual discounts might be the easiest "
|
||
"solution for your Point of Sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:8
|
||
msgid ""
|
||
"You can either apply a discount on the whole order or on specific products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:12
|
||
msgid "Apply a discount on a product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:14
|
||
msgid "From your session interface, use *Disc* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:19
|
||
msgid ""
|
||
"You can then input a discount (in percentage) over the product that is "
|
||
"currently selected and the discount will be applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:23
|
||
msgid "Apply a global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:25
|
||
msgid ""
|
||
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
|
||
" --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:28
|
||
msgid ""
|
||
"Under the *Pricing* category, you will find *Global Discounts* select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:34
|
||
msgid "You now have a new *Discount* button in your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:39
|
||
msgid ""
|
||
"Once clicked you can then enter your desired discount (in percentages)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:44
|
||
msgid ""
|
||
"On this example, you can see a global discount of 50% as well as a specific "
|
||
"product discount also at 50%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:3
|
||
msgid "Using Pricelists in Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:5
|
||
msgid ""
|
||
"You probably know the concept of happy hour: during a certain period of "
|
||
"time, the barman gives a discount on some drinks (usually 50% off or a buy "
|
||
"one get one free). When the period is over, prices go back to normal. But "
|
||
"how does that relate with Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:10
|
||
msgid ""
|
||
"In Odoo, you can set up happy hours. It’s one of the many possible uses of "
|
||
"*Pricelists*. Those *Pricelists* allow the creation of multiple prices for "
|
||
"the same product: a regular one and a special one for happy hours. Available"
|
||
" in the *PoS* app, those are really convenient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:17
|
||
msgid "Set up Pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:19
|
||
msgid ""
|
||
"To set up a *Pricelist*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Configuration` and enable the *Pricelist* feature. Then, "
|
||
"go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
|
||
" enable *Pricelist* for the *PoS*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:26
|
||
msgid ""
|
||
"Now, you can create *Pricelists* by clicking on the *Pricelists* link. Then,"
|
||
" set it up by choosing the product category you want to include in your "
|
||
"happy hour and the discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:33
|
||
msgid ""
|
||
"Go back to your *PoS* settings and add the Happy Hour pricelist to the list."
|
||
" You can even choose a default pricelist if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:39
|
||
msgid ""
|
||
"From now on, on the *PoS* interface, a new button is available, allowing you"
|
||
" to choose among the different *pricelists* you added before."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:46
|
||
msgid ":doc:`../../sales/products_prices/prices/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:3
|
||
msgid "Apply time-limited discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:5
|
||
msgid ""
|
||
"Entice your customers and increase your revenue by offering time-limited or "
|
||
"seasonal discounts. Odoo has a powerful pricelist feature to support a "
|
||
"pricing strategy tailored to your business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:12
|
||
msgid ""
|
||
"To activate the *Pricelists* feature, go to :menuselection:`Point of Sales "
|
||
"--> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:18
|
||
msgid ""
|
||
"Choose the pricelists you want to make available in this Point of Sale and "
|
||
"define the default pricelist. You can access all your pricelists by clicking"
|
||
" on *Pricelists*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:23
|
||
msgid "Create a pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:25
|
||
msgid ""
|
||
"By default, you have a *Public Pricelist* to create more, go to "
|
||
":menuselection:`Point of Sale --> Catalog --> Pricelists`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:31
|
||
msgid ""
|
||
"You can set several criteria to use a specific price: periods, min. quantity"
|
||
" (meet a minimum ordered quantity and get a price break), etc. You can also "
|
||
"chose to only apply that pricelist on specific products or on the whole "
|
||
"range."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:37
|
||
msgid "Using a pricelist in the PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:39
|
||
msgid ""
|
||
"You now have a new button above the *Customer* one, use it to instantly "
|
||
"select the right pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze.rst:5
|
||
msgid "Analyze sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:3
|
||
msgid "View your Point of Sale statistics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:5
|
||
msgid ""
|
||
"Keeping track of your sales is key for any business. That's why Odoo "
|
||
"provides you a practical view to analyze your sales and get meaningful "
|
||
"statistics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:10
|
||
msgid "View your statistics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:12
|
||
msgid ""
|
||
"To access your statistics go to :menuselection:`Point of Sale --> Reporting "
|
||
"--> Orders`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:15
|
||
msgid "You can then see your various statistics in graph or pivot form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:21
|
||
msgid "You can also access the stats views by clicking here"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm.rst:5
|
||
msgid "Belgian Fiscal Data Module"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:3
|
||
msgid "Setting up the Fiscal Data Module with the Odoo POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:8
|
||
msgid ""
|
||
"The Belgian government requires certain businesses to use a government-"
|
||
"certified device called a **Fiscal Data Module** (also known as a "
|
||
"**blackbox**). This device works together with the POS application and logs "
|
||
"certain transactions. On top of that, the used POS application must also be "
|
||
"certified by the government and must adhere to strict standards specified by"
|
||
" them. `Odoo 9 (Enterprise Edition) is a certified application "
|
||
"<http://www.systemedecaisseenregistreuse.be/systemes-certifies>`_. More "
|
||
"information concerning the Fiscal Data Module can be found on `the official "
|
||
"website <http://www.systemedecaisseenregistreuse.be/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:20
|
||
msgid "Required hardware"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:22
|
||
msgid ""
|
||
"A government certified `Fiscal Data Module "
|
||
"<http://www.systemedecaisseenregistreuse.be/systemes-"
|
||
"certifies#FDM%20certifiés>`_ per POS, all of them should work, but the "
|
||
"Cleancash SC-B is recommended, you will also need:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:27
|
||
msgid ""
|
||
"Serial null modem cable per FDM (`example "
|
||
"<http://www.startech.com/Cables/Serial-Parallel-PS-2/DB9-DB25/10-ft-Cross-"
|
||
"Wired-Serial-Null-Modem-Cable-DB9-FM~SCNM9FM>`__)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:29
|
||
msgid ""
|
||
"Serial-to-USB adapter per FDM (`example "
|
||
"<http://trendnet.com/products/proddetail.asp?prod=265_TU-S9>`__)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:32
|
||
msgid "A registered IoT Box per POS configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:35
|
||
msgid "Setup"
|
||
msgstr "Einrichtung"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:38
|
||
msgid "IoT Box"
|
||
msgstr "IoT Box"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:40
|
||
msgid ""
|
||
"In order to use a Fiscal Data Module, you will need a registered IoT Box. "
|
||
"These IoT Boxes are similar to the regular IoT Boxes we sell, but they are "
|
||
"registered with the Belgian government. This is required by law. Attempting "
|
||
"to use a Fiscal Data Module on a non-registered IoT Box will not work. You "
|
||
"can verify that the Fiscal Data Module is recognized by the IoT Box by going"
|
||
" to the *Hardware status page* via the IoT Box homepage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:52
|
||
msgid "Odoo"
|
||
msgstr "Odoo"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:54
|
||
msgid ""
|
||
"An Odoo POS app can be given certified POS capabilities by installing the "
|
||
"**Belgian Registered Cash Register** app (technical name: "
|
||
"``pos_blackbox_be``). Because of government restrictions imposed on us, this"
|
||
" installation cannot be undone. After this, you will have to ensure that "
|
||
"each POS configuration has a unique registered IoT Box associated with it "
|
||
"(:menuselection:`Point of Sale --> Configuration --> Point of Sale` and "
|
||
"ensure Hardware Proxy / IoT Box and the serial number of your IoT Box is "
|
||
"set). The first time you open the Point of Sale and attempt to do a "
|
||
"transaction, you will be asked to input the PIN that you received with your "
|
||
"VAT signing card."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:69
|
||
msgid "Certification & On-premise"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:71
|
||
msgid ""
|
||
"The certification granted by the government is restricted to the use on "
|
||
"odoo.com SaaS instance. The usage of the module from the source or a "
|
||
"modified version will **not** be certified. For on-premise users, we also "
|
||
"support the Fiscal Data Module in such installations. The main restriction "
|
||
"is that this requires an obfuscated version of the ``pos_blackbox_be`` "
|
||
"module we will provide on request for Enterprise customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:79
|
||
msgid "Restrictions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:81
|
||
msgid ""
|
||
"As mentioned before, in order to get certified the POS application must "
|
||
"adhere to strict government guidelines. Because of this, a certified Odoo "
|
||
"POS has some limitations not present in the non-certified Odoo POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:86
|
||
msgid "Refunding is disabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:87
|
||
msgid "Modifying orderline prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:88
|
||
msgid "Creating/modifying/deleting POS orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:89
|
||
msgid "Selling products without a valid tax"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:90
|
||
msgid "Multiple Odoo POS configurations per IoT Box are not allowed"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:91
|
||
msgid "Using the POS without a connection to the IoT Box (and thus FDM)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:92
|
||
msgid "Blacklisted modules: pos_discount, pos_reprint, pos_loyalty"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:6
|
||
msgid "Overview"
|
||
msgstr "Übersicht"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:3
|
||
msgid "Register customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:5
|
||
msgid ""
|
||
"Registering your customers will give you the ability to grant them various "
|
||
"privileges such as discounts, loyalty program, specific communication. It "
|
||
"will also be required if they want an invoice and registering them will make"
|
||
" any future interaction with them faster."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:11
|
||
msgid "Create a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:13
|
||
msgid "From your session interface, use the customer button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:18
|
||
msgid "Create a new one by using this button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:23
|
||
msgid ""
|
||
"You will be invited to fill out the customer form with their information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:29
|
||
msgid ""
|
||
"Use the save button when you are done. You can then select that customer in "
|
||
"any future transactions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:3
|
||
msgid "Getting started with Odoo Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:8
|
||
msgid ""
|
||
"Odoo's online Point of Sale application is based on a simple, user friendly "
|
||
"interface. The Point of Sale application can be used online or offline on "
|
||
"iPads, Android tablets or laptops."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:12
|
||
msgid ""
|
||
"Odoo Point of Sale is fully integrated with the Inventory and Accounting "
|
||
"applications. Any transaction in your point of sale will be automatically "
|
||
"registered in your stock and accounting entries but also in your CRM as the "
|
||
"customer can be identified from the app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:17
|
||
msgid ""
|
||
"You will be able to run real time statistics and consolidations across all "
|
||
"your shops without the hassle of integrating several external applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:25
|
||
msgid "Install the Point of Sale application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:27
|
||
msgid "Go to Apps and install the Point of Sale application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:33
|
||
msgid ""
|
||
"If you are using Odoo Accounting, do not forget to install a chart of "
|
||
"accounts if it's not already done. This can be achieved in the accounting "
|
||
"settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:38
|
||
msgid "Make products available in the Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:40
|
||
msgid ""
|
||
"To make products available for sale in the Point of Sale, open a product, go"
|
||
" in the tab Sales and tick the box \"Available in Point of Sale\"."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:48
|
||
msgid ""
|
||
"You can also define there if the product has to be weighted with a scale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:52
|
||
msgid "Configure your payment methods"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:54
|
||
msgid ""
|
||
"To add a new payment method for a Point of Sale, go to :menuselection:`Point"
|
||
" of Sale --> Configuration --> Point of Sale --> Choose a Point of Sale --> "
|
||
"Go to the Payments section` and click on the link \"Payment Methods\"."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:62
|
||
msgid ""
|
||
"Now, you can create new payment methods. Do not forget to tick the box \"Use"
|
||
" in Point of Sale\"."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:68
|
||
msgid ""
|
||
"Once your payment methods are created, you can decide in which Point of Sale"
|
||
" you want to make them available in the Point of Sale configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:75
|
||
msgid "Configure your Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:77
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
|
||
" select the Point of Sale you want to configure. From this menu, you can "
|
||
"edit all the settings of your Point of Sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:82
|
||
msgid "Create your first PoS session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:85
|
||
msgid "Your first order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:87
|
||
msgid ""
|
||
"You are now ready to make your first sales through the PoS. From the PoS "
|
||
"dashboard, you see all your points of sale and you can start a new session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:94
|
||
msgid "You now arrive on the PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:99
|
||
msgid ""
|
||
"Once an order is completed, you can register the payment. All the available "
|
||
"payment methods appear on the left of the screen. Select the payment method "
|
||
"and enter the received amount. You can then validate the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:104
|
||
msgid "You can register the next orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:107
|
||
msgid "Close the PoS session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:109
|
||
msgid ""
|
||
"At the end of the day, you will close your PoS session. For this, click on "
|
||
"the close button that appears on the top right corner and confirm. You can "
|
||
"now close the session from the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:117
|
||
msgid ""
|
||
"It's strongly advised to close your PoS session at the end of each day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:119
|
||
msgid "You will then see a summary of all transactions per payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:124
|
||
msgid ""
|
||
"You can click on a line of that summary to see all the orders that have been"
|
||
" paid by this payment method during that PoS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:127
|
||
msgid ""
|
||
"If everything is correct, you can validate the PoS session and post the "
|
||
"closing entries."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:130
|
||
msgid "It's done, you have now closed your first PoS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/start.rst:133
|
||
msgid ""
|
||
"To connect the PoS to hardware with an Odoo IoT Box, please see the section "
|
||
":doc:`/applications/productivity/iot/config/connect` and "
|
||
":doc:`/applications/productivity/iot/config/pos`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment.rst:5
|
||
msgid "Payment Terminals"
|
||
msgstr "Zahlungsterminals"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3
|
||
msgid "Connect a Vantiv Payment Terminal to your PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:5
|
||
msgid ""
|
||
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
|
||
"flow to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:9
|
||
msgid ""
|
||
"Please note MercuryPay only operates with US and Canadian banks, making this"
|
||
" procedure only suitable for North American businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:16
|
||
msgid "Configure the Payment Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:18
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Vantiv "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:24
|
||
msgid ""
|
||
"Back in *Point of Sale > Configuration > Point of Sale*, go in the payments "
|
||
"section and access your payment methods. Create a new payment method for "
|
||
"Vantiv, select the payment terminal option Vantiv, and create new Vantiv "
|
||
"credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:32
|
||
msgid ""
|
||
"To create new Vantiv credentials, fill in your merchant ID and password, "
|
||
"then save. Make sure the credentials you just created are selected, then "
|
||
"save the payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:40
|
||
msgid "Pay with a Payment Terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:42
|
||
msgid ""
|
||
"In your PoS interface, at the moment of the payment, select your Vantiv "
|
||
"payment method and… that’s all."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
|
||
msgid "Advanced Restaurant Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
|
||
msgid "Print the Bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
|
||
msgid ""
|
||
"Use the *Bill Printing* feature to print the bill before the payment. This "
|
||
"is useful if the bill is still subject to evolve and is thus not the "
|
||
"definitive ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
|
||
msgid "Configure Bill Printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
|
||
msgid ""
|
||
"To activate *Bill Printing*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:15
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find *Bill Printing* option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:22
|
||
msgid "Split a Bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:24
|
||
msgid "On your PoS interface, you now have a *Bill* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:29
|
||
msgid "When you use it, you can then print the bill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
|
||
msgid "Print orders at the kitchen or bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
|
||
msgid ""
|
||
"To ease the workflow between the front of house and the back of the house, "
|
||
"printing the orders taken on the PoS interface right in the kitchen or bar "
|
||
"can be a tremendous help."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
|
||
msgid "Activate the bar/kitchen printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:12
|
||
msgid ""
|
||
"To activate the *Order printing* feature, go to :menuselection:`Point of "
|
||
"Sales --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:16
|
||
msgid ""
|
||
"Under the IoT Box / Hardware Proxy category, you will find *Order Printers*."
|
||
" Note that you need an IoT Box to connect your Printer to the PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:20
|
||
msgid "Add a printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
|
||
msgid ""
|
||
"In your configuration menu you will now have a *Order Printers* option where"
|
||
" you can add the printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:29
|
||
msgid "Print a kitchen/bar order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
|
||
msgid "Select or create a printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
|
||
msgid "Print the order in the kitchen/bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
|
||
msgid "On your PoS interface, you now have a *Order* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
|
||
msgid ""
|
||
"When you press it, it will print the order on your kitchen/bar printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:3
|
||
msgid "Register multiple orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:5
|
||
msgid ""
|
||
"The Odoo Point of Sale App allows you to register multiple orders "
|
||
"simultaneously giving you all the flexibility you need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:9
|
||
msgid "Register an additional order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:11
|
||
msgid ""
|
||
"When you are registering any order, you can use the *+* button to add a new "
|
||
"order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:14
|
||
msgid ""
|
||
"You can then move between each of your orders and process the payment when "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:20
|
||
msgid ""
|
||
"By using the *-* button, you can remove the order you are currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:3
|
||
msgid "Setup PoS Restaurant/Bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:5
|
||
msgid ""
|
||
"Food and drink businesses have very specific needs that the Odoo Point of "
|
||
"Sale application can help you to fulfill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:11
|
||
msgid ""
|
||
"To activate the *Bar/Restaurant* features, go to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:15
|
||
msgid "Select *Is a Bar/Restaurant*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:20
|
||
msgid ""
|
||
"You now have various specific options to help you setup your point of sale. "
|
||
"You can see those options have a small knife and fork logo next to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:3
|
||
msgid "Offer a bill-splitting option"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:5
|
||
msgid ""
|
||
"Offering an easy bill splitting solution to your customers will leave them "
|
||
"with a positive experience. That's why this feature is available out-of-the-"
|
||
"box in the Odoo Point of Sale application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:12
|
||
msgid ""
|
||
"To activate the *Bill Splitting* feature, go to :menuselection:`Point of "
|
||
"Sales --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:16
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find the Bill Splitting "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:23
|
||
msgid "Split a bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:25
|
||
msgid "In your PoS interface, you now have a *Split* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:30
|
||
msgid ""
|
||
"When you use it, you will be able to select what that guest should had and "
|
||
"process the payment, repeating the process for each guest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:3
|
||
msgid "Configure your table management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:5
|
||
msgid ""
|
||
"Once your point of sale has been configured for bar/restaurant usage, select"
|
||
" *Table Management* in :menuselection:`Point of Sale --> Configuration --> "
|
||
"Point of sale`.."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:9
|
||
msgid "Add a floor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:11
|
||
msgid ""
|
||
"When you select *Table management* you can manage your floors by clicking on"
|
||
" *Floors*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:18
|
||
msgid "Add tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:20
|
||
msgid "From your PoS interface, you will now see your floor(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:25
|
||
msgid ""
|
||
"When you click on the pencil you will enter into edit mode, which will allow"
|
||
" you to create tables, move them, modify them, ..."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:31
|
||
msgid ""
|
||
"In this example I have 2 round tables for six and 2 square tables for four, "
|
||
"I color coded them to make them easier to find, you can also rename them, "
|
||
"change their shape, size, the number of people they hold as well as "
|
||
"duplicate them with the handy tool bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:36
|
||
msgid "Once your floor plan is set, you can close the edit mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:39
|
||
msgid "Register your table(s) orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:41
|
||
msgid ""
|
||
"When you select a table, you will be brought to your usual interface to "
|
||
"register an order and payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/table.rst:44
|
||
msgid ""
|
||
"You can quickly go back to your floor plan by selecting the floor button and"
|
||
" you can also transfer the order to another table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
|
||
msgid "Integrate a tip option into payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
|
||
msgid ""
|
||
"As it is customary to tip in many countries all over the world, it is "
|
||
"important to have the option in your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:9
|
||
msgid "Configure Tipping"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
|
||
msgid ""
|
||
"To activate the *Tips* feature, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of sale` and select your PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:14
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find *Tips*. Select it and "
|
||
"create a *Tip Product* such as *Tips* in this case."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:21
|
||
msgid "Add Tips to the bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:23
|
||
msgid "Once on the payment interface, you now have a new *Tip* button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:28
|
||
msgid "Add the tip your customer wants to leave and process to the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:3
|
||
msgid "Transfer customers between tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:5
|
||
msgid ""
|
||
"If your customer(s) want to change table after they have already placed an "
|
||
"order, Odoo can help you to transfer the customers and their order to their "
|
||
"new table, keeping your customers happy without making it complicated for "
|
||
"you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:11
|
||
msgid "Transfer customer(s)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:13
|
||
msgid "Select the table your customer(s) is/are currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:18
|
||
msgid ""
|
||
"You can now transfer the customers, simply use the transfer button and "
|
||
"select the new table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop.rst:5
|
||
msgid "Advanced Shop Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:3
|
||
msgid "Set-up Cash Control in Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:5
|
||
msgid ""
|
||
"Cash control allows you to check the amount of the cashbox at the opening "
|
||
"and closing. You can thus make sure no error has been made and that no cash "
|
||
"is missing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:10
|
||
msgid "Activate Cash Control"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:12
|
||
msgid ""
|
||
"To activate the *Cash Control* feature, go to :menuselection:`Point of Sales"
|
||
" --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:16
|
||
msgid "Under the payments category, you will find the cash control setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:21
|
||
msgid ""
|
||
"In this example, you can see I want to have 275$ in various denomination at "
|
||
"the opening and closing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:24
|
||
msgid ""
|
||
"When clicking on **Opening/Closing Values** you will be able to create those"
|
||
" values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:31
|
||
msgid "Start a session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:33
|
||
msgid ""
|
||
"You now have a new button added when you open a session, *Set opening "
|
||
"Balance*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:42
|
||
msgid ""
|
||
"By default it will use the values you added before, but you can always "
|
||
"modify it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:46
|
||
msgid "Close a session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:48
|
||
msgid ""
|
||
"When you want to close your session, you now have a *Set Closing Balance* "
|
||
"button as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:51
|
||
msgid ""
|
||
"You can then see the theoretical balance, the real closing balance (what you"
|
||
" have just counted) and the difference between the two."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:57
|
||
msgid ""
|
||
"If you use the *Take Money Out* option to take out your transactions for "
|
||
"this session, you now have a zero-sum difference and the same closing "
|
||
"balance as your opening balance. You cashbox is ready for the next session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3
|
||
msgid "Invoice from the PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5
|
||
msgid ""
|
||
"Some of your customers might request an invoice when buying from your Point "
|
||
"of Sale, you can easily manage it directly from the PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9
|
||
msgid "Activate invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
|
||
" select your Point of Sale:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17
|
||
msgid ""
|
||
"Under the *Bills & Receipts* you will see the invoicing option, tick it. "
|
||
"Don't forget to choose in which journal the invoices should be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25
|
||
msgid "Select a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27
|
||
msgid "From your session interface, use the customer button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32
|
||
msgid ""
|
||
"You can then either select an existing customer and set it as your customer "
|
||
"or create a new one by using this button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38
|
||
msgid ""
|
||
"You will be invited to fill out the customer form with its information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41
|
||
msgid "Invoice your customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43
|
||
msgid ""
|
||
"From the payment screen, you now have an invoice option, use the button to "
|
||
"select it and validate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49
|
||
msgid "You can then print the invoice and move on to your next order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52
|
||
msgid "Retrieve invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54
|
||
msgid ""
|
||
"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top"
|
||
" right corner) you will find all your orders in :menuselection:`Point of "
|
||
"Sale --> Orders --> Orders` and under the status tab you will see which ones"
|
||
" have been invoiced. When clicking on a order you can then access the "
|
||
"invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/refund.rst:3
|
||
msgid "Accept returns and refund products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/refund.rst:5
|
||
msgid ""
|
||
"Having a well-thought-out return policy is key to attract - and keep - your "
|
||
"customers. Making it easy for you to accept and refund those returns is "
|
||
"therefore also a key aspect of your *Point of Sale* interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/refund.rst:10
|
||
msgid ""
|
||
"From your *Point of Sale* interface, select the product your customer wants "
|
||
"to return, use the +/- button and enter the quantity they need to return. If"
|
||
" they need to return multiple products, repeat the process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/refund.rst:17
|
||
msgid ""
|
||
"As you can see, the total is in negative, to end the refund you simply have "
|
||
"to process the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced.rst:5
|
||
msgid "Advanced Topics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:3
|
||
msgid "How to give portal access rights to my customers?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:6
|
||
msgid "What is Portal access/Who is a portal user?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:12
|
||
msgid "For Example, a long term client who needs to view online quotations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:18
|
||
msgid "How to give portal access to customers?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:21
|
||
msgid "From Contacts Module"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:36
|
||
msgid "Select **Portal Access Management**. A pop up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/manage.rst:3
|
||
msgid "How to list a product?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/manage.rst:6
|
||
msgid "Listing without variation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/manage.rst:21
|
||
msgid ""
|
||
"To use pictures in your listing, you need to add them as **Attachments** on "
|
||
"the product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/manage.rst:24
|
||
msgid "Listing with variations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 slightly different. In"
|
||
" the variants array, you can choose which variant will be listed on eBay as "
|
||
"well as set the price and the quantity for each variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/manage.rst:35
|
||
msgid "Listing with item specifics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/manage.rst:44
|
||
msgid "Product Identifiers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 these values are not set, 'Does not apply' will be used for the eBay "
|
||
"listing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/setup.rst:3
|
||
msgid "How to configure eBay in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/setup.rst:6
|
||
msgid "Create eBay tokens"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/setup.rst:8
|
||
msgid ""
|
||
"In order to create your tokens, you need to create a developer account on "
|
||
"the `developer portal <https://go.developer.ebay.com/>`_. Once you are "
|
||
"logged in, you can create **Sandbox Keys** and **Production Keys** by "
|
||
"clicking on the adequate buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/setup.rst:22
|
||
msgid "Set up tokens in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay/setup.rst:24
|
||
msgid ""
|
||
"To set up the eBay integration, go to :menuselection:`Sales --> "
|
||
"Configuration --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/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 ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing.rst:5
|
||
msgid "Invoicing Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
|
||
msgid "Request a down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
|
||
msgid ""
|
||
"A down payment is an initial, partial payment, with the agreement that the "
|
||
"rest will be paid later. For expensive orders or projects, it is a way to "
|
||
"protect yourself and make sure your customer is serious."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:10
|
||
msgid "First time you request a down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:12
|
||
msgid ""
|
||
"When you confirm a sale, you can create an invoice and select a down payment"
|
||
" option. It can either be a fixed amount or a percentage of the total "
|
||
"amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:16
|
||
msgid ""
|
||
"The first time you request a down payment you can select an income account "
|
||
"and a tax setting that will be reused for next down payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:22
|
||
msgid "You will then see the invoice for the down payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:27
|
||
msgid ""
|
||
"On the subsequent or final invoice, any prepayment made will be "
|
||
"automatically deducted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
|
||
msgid "Modify the income account and customer taxes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:36
|
||
msgid "From the products list, search for *Down Payment*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:41
|
||
msgid ""
|
||
"You can then edit it, under the invoicing tab you will be able to change the"
|
||
" income account & customer taxes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
|
||
msgid "Re-invoice expenses to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
|
||
msgid ""
|
||
"It often happens that your employees have to spend their personal money "
|
||
"while working on a project for your client. Let's take the example of a "
|
||
"consultant paying for a hotel to work on the site of your client. As a "
|
||
"company, you would like to be able to invoice that expense to your client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:12
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:64
|
||
msgid "Expenses configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:14
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:66
|
||
msgid ""
|
||
"To track & invoice expenses, you will need the expenses app. Go to "
|
||
":menuselection:`Apps --> Expenses` to install it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
|
||
msgid ""
|
||
"You should also activate the analytic accounts feature to link expenses to "
|
||
"the sales order, to do so, go to :menuselection:`Invoicing --> Configuration"
|
||
" --> Settings` and activate *Analytic Accounting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:74
|
||
msgid "Add expenses to your sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:76
|
||
msgid ""
|
||
"From the expense app, you or your consultant can create a new one, e.g. the "
|
||
"hotel for the first week on the site of your customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:27
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:79
|
||
msgid ""
|
||
"You can then enter a relevant description and select an existing product or "
|
||
"create a new one from right there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:33
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:85
|
||
msgid "Here, we are creating a *Hotel* product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:38
|
||
msgid ""
|
||
"Under the invoicing tab, select *Delivered quantities* and either *At cost* "
|
||
"or *Sales price* as well depending if you want to invoice the cost of your "
|
||
"expense or a previously agreed on sales price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:45
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:97
|
||
msgid ""
|
||
"To modify or create more products go to :menuselection:`Expenses --> "
|
||
"Configuration --> Expense products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:100
|
||
msgid ""
|
||
"Back on the expense, add the original sale order in the expense to submit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:106
|
||
msgid "It can then be submitted to the manager, approved and finally posted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:65
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:117
|
||
msgid "It will then be in the sales order and ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
|
||
msgid "Invoice based on delivered or ordered quantities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
|
||
msgid ""
|
||
"Depending on your business and what you sell, you have two options for "
|
||
"invoicing:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:8
|
||
msgid ""
|
||
"Invoice on ordered quantity: invoice the full order as soon as the sales "
|
||
"order is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:10
|
||
msgid ""
|
||
"Invoice on delivered quantity: invoice on what you delivered even if it's a "
|
||
"partial delivery."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:13
|
||
msgid "Invoice on ordered quantity is the default mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:15
|
||
msgid ""
|
||
"The benefits of using *Invoice on delivered quantity* depends on your type "
|
||
"of business, when you sell material, liquids or food in large quantities the"
|
||
" quantity might diverge a little bit and it is therefore better to invoice "
|
||
"the actual delivered quantity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:21
|
||
msgid ""
|
||
"You also have the ability to invoice manually, letting you control every "
|
||
"options: invoice ready to invoice lines, invoice a percentage (advance), "
|
||
"invoice a fixed advance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:26
|
||
msgid "Decide the policy on a product page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:28
|
||
msgid ""
|
||
"From any products page, under the invoicing tab you will find the invoicing "
|
||
"policy and select the one you want."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:35
|
||
msgid "Send the invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:37
|
||
msgid ""
|
||
"Once you confirm the sale, you can see your delivered and invoiced "
|
||
"quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:43
|
||
msgid ""
|
||
"If you set it in ordered quantities, you can invoice as soon as the sale is "
|
||
"confirmed. If however you selected delivered quantities, you will first have"
|
||
" to validate the delivery."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47
|
||
msgid ""
|
||
"Once the products are delivered, you can invoice your customer. Odoo will "
|
||
"automatically add the quantities to invoiced based on how many you delivered"
|
||
" if you did a partial delivery."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
|
||
msgid "Invoice project milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
|
||
msgid ""
|
||
"Milestone invoicing can be used for expensive or large-scale projects, with "
|
||
"each milestone representing a clear sequence of work that will incrementally"
|
||
" build up to the completion of the contract. This invoicing method is "
|
||
"comfortable both for the company which is ensured to get a steady cash flow "
|
||
"throughout the project lifetime and for the client who can monitor the "
|
||
"project's progress and pay in several installments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:13
|
||
msgid "Create milestone products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:15
|
||
msgid ""
|
||
"In Odoo, each milestone of your project is considered as a product. To "
|
||
"configure products to work this way, go to any product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
|
||
msgid ""
|
||
"You have to set the product type as *Service* under general information and "
|
||
"select *Milestones* in the sales tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:25
|
||
msgid "Invoice milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:27
|
||
msgid ""
|
||
"From the sales order, you can manually edit the quantity delivered as you "
|
||
"complete a milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:33
|
||
msgid "You can then invoice that first milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:22
|
||
msgid "Send a pro-forma invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
|
||
msgid ""
|
||
"A pro-forma invoice is an abridged or estimated invoice in advance of a "
|
||
"delivery of goods. It notes the kind and quantity of goods, their value, and"
|
||
" other important information such as weight and transportation charges. Pro-"
|
||
"forma invoices are commonly used as preliminary invoices with a quotation, "
|
||
"or for customs purposes in importation. They differ from a normal invoice in"
|
||
" not being a demand or request for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:13
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
|
||
msgid "Activate the feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:15
|
||
msgid ""
|
||
"Go to :menuselection:`SALES --> Configuration --> Settings` and activate the"
|
||
" *Pro-Forma Invoice* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:24
|
||
msgid ""
|
||
"From any quotation or sales order, you know have an option to send a pro-"
|
||
"forma invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:30
|
||
msgid ""
|
||
"When you click on send, Odoo will send an email with the pro-forma invoice "
|
||
"in attachment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:3
|
||
msgid "Sell subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:5
|
||
msgid ""
|
||
"Selling subscription products will give you predictable revenue, making "
|
||
"planning ahead much easier."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:9
|
||
msgid "Make a subscription from a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:11
|
||
msgid ""
|
||
"From the sales app, create a quotation to the desired customer, and select "
|
||
"the subscription product your previously created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:14
|
||
msgid ""
|
||
"When you confirm the sale the subscription will be created automatically. "
|
||
"You will see a direct link from the sales order to the Subscription in the "
|
||
"upper right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
|
||
msgid "Invoice based on time and materials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
|
||
msgid ""
|
||
"Time and Materials is generally used in projects in which it is not possible"
|
||
" to accurately estimate the size of the project, or when it is expected that"
|
||
" the project requirements would most likely change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:9
|
||
msgid ""
|
||
"This is opposed to a fixed-price contract in which the owner agrees to pay "
|
||
"the contractor a lump sum for the fulfillment of the contract no matter what"
|
||
" the contractors pay their employees, sub-contractors, and suppliers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:14
|
||
msgid ""
|
||
"For this documentation I will use the example of a consultant, you will need"
|
||
" to invoice their time, their various expenses (transport, lodging, ...) and"
|
||
" purchases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:19
|
||
msgid "Invoice time configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
|
||
msgid ""
|
||
"To keep track of progress in the project, you will need the *Project* app. "
|
||
"Go to :menuselection:`Apps --> Project` to install it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:24
|
||
msgid ""
|
||
"In *Project* you will use timesheets, to do so go to :menuselection:`Project"
|
||
" --> Configuration --> Settings` and activate the *Timesheets* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:32
|
||
msgid "Invoice your time spent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:34
|
||
msgid ""
|
||
"From a product page set as a service, you will find two options under the "
|
||
"invoicing tab, select both *Timesheets on tasks* and *Create a task in a new"
|
||
" project*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:41
|
||
msgid "You could also add the task to an existing project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
|
||
msgid ""
|
||
"Once confirming a sales order, you will now see two new buttons, one for the"
|
||
" project overview and one for the current task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:49
|
||
msgid ""
|
||
"You will directly be in the task if you click on it, you can also access it "
|
||
"from the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
|
||
msgid ""
|
||
"Under timesheets, you can assign who works on it. You can or they can add "
|
||
"how many hours they worked on the project so far."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
|
||
msgid "From the sales order, you can then invoice those hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:90
|
||
msgid ""
|
||
"under the invoicing tab, select *Delivered quantities* and either *At cost* "
|
||
"or *Sales price* as well depending if you want to invoice the cost of your "
|
||
"expense or a previously agreed on sales price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:120
|
||
msgid "Invoice purchases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
|
||
msgid ""
|
||
"The last thing you might need to add to the sale order is purchases made for"
|
||
" it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:125
|
||
msgid ""
|
||
"You will need the *Purchase Analytics* feature, to activate it, go to "
|
||
":menuselection:`Invoicing --> Configuration --> Settings` and select "
|
||
"*Purchase Analytics*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:129
|
||
msgid ""
|
||
"While making the purchase order don't forget to add the right analytic "
|
||
"account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:135
|
||
msgid ""
|
||
"Once the PO is confirmed and received, you can create the vendor bill, this "
|
||
"will automatically add it to the SO where you can invoice it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices.rst:5
|
||
msgid "Products & Prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
|
||
msgid "Manage your pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
|
||
msgid "How to sell in foreign currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
|
||
msgid "Pricelists can also be used to manage prices in foreign currencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:7
|
||
msgid ""
|
||
"Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> "
|
||
"Settings`. As admin, you need *Adviser* access rights on "
|
||
"Invoicing/Accounting apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:10
|
||
msgid ""
|
||
"Create one pricelist per currency. A new *Currency* field shows up in "
|
||
"pricelist setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
|
||
msgid ""
|
||
"To activate a new currency, go to :menuselection:`Accounting --> "
|
||
"Configuration --> Currencies`, select it in the list and press *Activate* in"
|
||
" the top-right corner. Now it will show up in currencies drop-down lists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:17
|
||
msgid "Prices in foreign currencies can be defined in two fashions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:20
|
||
msgid "Automatic conversion from public price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:22
|
||
msgid ""
|
||
"The public price is in your company's main currency (see "
|
||
":menuselection:`Accounting --> Settings`) and is set in product detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:28
|
||
msgid ""
|
||
"The conversion rates can be found in :menuselection:`Accounting --> "
|
||
"Configuration --> Currencies`. They can be updated from Yahoo or the "
|
||
"European Central Bank at your convenience: manually, daily, weekly, etc. See"
|
||
" :menuselection:`Accounting --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:40
|
||
msgid "Set your own prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
|
||
msgid ""
|
||
"This is advised if you don't want your pricing to change along with currency"
|
||
" rates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:49
|
||
msgid ":doc:`pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
|
||
msgid "How to adapt your prices to your customers and apply discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9
|
||
msgid ""
|
||
"As pricelists only suggest prices, they can be overridden by vendors "
|
||
"completing sales orders. Choose your pricing strategy from "
|
||
":menuselection:`Sales --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:18
|
||
msgid ""
|
||
"*A single sale price per product :* doesn't let you adapt prices, it use "
|
||
"default product price ;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:19
|
||
msgid ""
|
||
"*Different prices per customer segment :* you will set several prices per "
|
||
"products ;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
|
||
msgid ""
|
||
"*Advanced pricing based on formula :* will let you apply discounts, margins "
|
||
"and roundings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:23
|
||
msgid "Several prices per product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:30
|
||
msgid "Prices per customer segment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:32
|
||
msgid ""
|
||
"Create pricelists for your customer segments: e.g. registered, premium, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:37
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
|
||
msgid "Temporary prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:47
|
||
msgid "Apply deals for bank holidays, etc. Enter start and end dates dates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57
|
||
msgid "Prices per minimum quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:67
|
||
msgid "Discounts, margins, roundings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69
|
||
msgid ""
|
||
"*Advanced pricing based on formula* 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 (minimum 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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:76
|
||
msgid ""
|
||
"Once installed go to :menuselection:`Sales --> Configuration --> Pricelists`"
|
||
" (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use "
|
||
"e-Commerce)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:84
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:93
|
||
msgid "Make sure at least one pricelist item covers all your products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95
|
||
msgid "There are 3 modes of computation: fix price, discount & formula."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100
|
||
msgid "Here are different price settings made possible thanks to formulas."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:103
|
||
msgid "Discounts with roundings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105
|
||
msgid "e.g. 20% discounts with prices rounded up to 9.99."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111
|
||
msgid "Costs with markups (retail)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113
|
||
msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
|
||
msgid "Prices per country"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:123
|
||
msgid "The default pricelist can be replaced when creating a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125
|
||
msgid "You can change the pricelists sequence by drag & drop in list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
|
||
msgid "Compute and show discount % to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:130
|
||
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 ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132
|
||
msgid ""
|
||
"Check *Allow discounts on sales order lines* in :menuselection:`Sales --> "
|
||
"Configuration --> Settings --> Quotations & Sales --> Discounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133
|
||
msgid "Apply the option in the pricelist setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:140
|
||
msgid ":doc:`currencies`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141
|
||
msgid ":doc:`/applications/websites/ecommerce/maximizing_revenue/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products.rst:5
|
||
msgid "Manage your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
|
||
msgid "How to import Products with Categories and Variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
|
||
msgid ""
|
||
"Import templates are provided in the **Import Tool** of the most common data"
|
||
" to import (contacts, products, bank statements, etc.). You can open them "
|
||
"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:11
|
||
msgid "How to customize the file"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:13
|
||
msgid ""
|
||
"Remove columns you don't need. However, we advise you to not remove the *ID*"
|
||
" column (see why below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:15
|
||
msgid ""
|
||
"Set a unique ID to every single record by dragging down the ID sequencing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:16
|
||
msgid ""
|
||
"Don't change the labels of columns you want to import. Otherwise, Odoo won't"
|
||
" recognize them anymore, and you will have to map them on your own in the "
|
||
"import screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
|
||
msgid ""
|
||
"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo "
|
||
"fails in matching the column name with a field, you can match it manually "
|
||
"when importing by browsing a list of available fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:24
|
||
msgid "Why an “ID” column?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:26
|
||
msgid ""
|
||
"The ID is a truly unique identifier for the line item. Feel free to use one"
|
||
" of your previous software to ease the transition into Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:29
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:31
|
||
msgid ""
|
||
"Update imports: you can import the same file several times without creating "
|
||
"duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:32
|
||
msgid "Import relation fields (see here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
|
||
msgid "How to import relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:37
|
||
msgid ""
|
||
"An Odoo object is always related to many other objects (e.g., a product is "
|
||
"linked to product categories, attributes, vendors, etc.). To import those "
|
||
"relations, you need to import the records of the related object first from "
|
||
"their own list menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:41
|
||
msgid ""
|
||
"You can do this using the name of the related record or its ID. The ID is "
|
||
"expected when two records have the same name. In such a case, add \" / ID\" "
|
||
"at the end of the column title (e.g., for product attributes: Product "
|
||
"Attributes / Attribute / ID)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/taxes.rst:5
|
||
msgid "Set taxes"
|
||
msgstr "Steuern festlegen"
|
||
|
||
#: ../../content/applications/sales/sales/sale_ebay.rst:5
|
||
msgid "eBay"
|
||
msgstr "eBay"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations.rst:5
|
||
msgid "Send Quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
|
||
msgid "Stimulate customers with quotations deadline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
|
||
msgid ""
|
||
"As you send quotations, it is important to set a quotation deadline, both to"
|
||
" entice your customer into action with the fear of missing out on an offer "
|
||
"and to protect yourself. You don't want to have to fulfill an order at a "
|
||
"price that is no longer cost effective for you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
|
||
msgid "Set a deadline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
|
||
msgid "On every quotation or sales order you can add an *Expiration Date*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:19
|
||
msgid "Use deadline in templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:21
|
||
msgid ""
|
||
"You can also set a default deadline in a *Quotation Template*. Each time "
|
||
"that template is used in a quotation, that deadline is applied. You can find"
|
||
" more info about quotation templates `here "
|
||
"<https://docs.google.com/document/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:29
|
||
msgid "On your customer side, they will see this:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
|
||
msgid "Deliver and invoice to different addresses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
|
||
msgid ""
|
||
"In Odoo you can configure different addresses for delivery and invoicing. "
|
||
"This is key, not everyone will have the same delivery location as their "
|
||
"invoice location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
|
||
msgid ""
|
||
"Go to :menuselection:`SALES --> Configuration --> Settings` and activate the"
|
||
" *Customer Addresses* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:19
|
||
msgid "Add different addresses to a quotation or sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21
|
||
msgid ""
|
||
"If you select a customer with an invoice and delivery address set, Odoo will"
|
||
" automatically use those. If there's only one, Odoo will use that one for "
|
||
"both but you can, of course, change it instantly and create a new one right "
|
||
"from the quotation or sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30
|
||
msgid "Add invoice & delivery addresses to a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32
|
||
msgid ""
|
||
"If you want to add them to a customer before a quotation or sales order, "
|
||
"they are added to the customer form. Go to any customers form under "
|
||
":menuselection:`SALES --> Orders --> Customers`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:36
|
||
msgid "From there you can add new addresses to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:42
|
||
msgid "Various addresses on the quotation / sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44
|
||
msgid ""
|
||
"These two addresses will then be used on the quotation or sales order you "
|
||
"send by email or print."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
||
msgid "Get paid to confirm an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
||
msgid ""
|
||
"You can use online payments to get orders automatically confirmed. Saving "
|
||
"the time of both your customers and yourself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:9
|
||
msgid "Activate online payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:11
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:12
|
||
msgid ""
|
||
"Go to :menuselection:`SALES --> Configuration --> Settings` and activate the"
|
||
" *Online Signature & Payment* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:17
|
||
msgid ""
|
||
"Once in the *Payment Acquirers* menu you can select and configure your "
|
||
"acquirers of choice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:20
|
||
msgid ""
|
||
"You can find various documentation about how to be paid with payment "
|
||
"acquirers such as `Paypal <../../ecommerce/shopper_experience/paypal>`_, "
|
||
"`Authorize.Net (pay by credit card) "
|
||
"<../../ecommerce/shopper_experience/authorize>`_, and others under the "
|
||
"`eCommerce documentation <../../ecommerce>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31
|
||
msgid ""
|
||
"If you are using `quotation templates <../quote_template>`_, you can also "
|
||
"pick a default setting for each template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:36
|
||
msgid "Register a payment"
|
||
msgstr "Eine Zahlung registrieren"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38
|
||
msgid ""
|
||
"From the quotation email you sent, your customer will be able to pay online."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
|
||
msgid "Get a signature to confirm an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
|
||
msgid ""
|
||
"You can use online signature to get orders automatically confirmed. Both you"
|
||
" and your customer will save time by using this feature compared to a "
|
||
"traditional process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:10
|
||
msgid "Activate online signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:19
|
||
msgid ""
|
||
"If you are using `quotation templates "
|
||
"<https://drive.google.com/open?id=11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY>`_,"
|
||
" you can also pick a default setting for each template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:23
|
||
msgid "Validate an order with a signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:25
|
||
msgid ""
|
||
"When you sent a quotation to your client, they can accept it and sign online"
|
||
" instantly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:30
|
||
msgid "Once signed the quotation will be confirmed and delivery will start."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:3
|
||
msgid "Increase your sales with suggested products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:5
|
||
msgid ""
|
||
"The use of suggested products is an attempt to offer related and useful "
|
||
"products to your client. For instance, a client purchasing a cellphone could"
|
||
" be shown accessories like a protective case, a screen cover, and headset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:11
|
||
msgid "Add suggested products to your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:13
|
||
msgid "Suggested products can be set on *Quotation Templates*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:17
|
||
msgid ""
|
||
"Once on a template, you can see a *Suggested Products* tab where you can add"
|
||
" related products or services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:23
|
||
msgid "You can also add or modify suggested products on the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:26
|
||
msgid "Add suggested products to the quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:28
|
||
msgid ""
|
||
"When opening the quotation from the received email, the customer can add the"
|
||
" suggested products to the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:37
|
||
msgid ""
|
||
"The product(s) will be instantly added to their quotation when clicking on "
|
||
"any of the little carts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:43
|
||
msgid ""
|
||
"Depending on your confirmation process, they can either digitally sign or "
|
||
"pay to confirm the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_items.rst:46
|
||
msgid ""
|
||
"Each move done by the customer to the quotation will be tracked in the sales"
|
||
" order, letting the salesperson see it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
||
msgid "Use quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
|
||
msgid ""
|
||
"If you often sell the same products or services, you can save a lot of time "
|
||
"by creating custom quotation templates. By using a template you can send a "
|
||
"complete quotation in no time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:12
|
||
msgid ""
|
||
"For this feature to work, go to :menuselection:`Sales --> Configuration --> "
|
||
"Settings` and activate *Quotations Templates*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
|
||
msgid "Create your first template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:21
|
||
msgid ""
|
||
"You will find the templates menu under :menuselection:`Sales --> "
|
||
"Configuration`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:24
|
||
msgid ""
|
||
"You can then create or edit an existing one. Once named, you will be able to"
|
||
" select the product(s) and their quantity as well as the expiration time for"
|
||
" the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31
|
||
msgid ""
|
||
"On each template, you can also specify discounts if the option is activated "
|
||
"in the *Sales* settings. The base price is set in the product configuration "
|
||
"and can be altered by customer pricelists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:36
|
||
msgid "Edit your template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:38
|
||
msgid ""
|
||
"You can edit the customer interface of the template that they see to accept "
|
||
"or pay the quotation. This lets you describe your company, services and "
|
||
"products. When you click on *Edit Template* you will be brought to the "
|
||
"quotation editor."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:49
|
||
msgid ""
|
||
"This lets you edit the description content thanks to drag & drop of building"
|
||
" blocks. To describe your products add a content block in the zone dedicated"
|
||
" to each product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:57
|
||
msgid ""
|
||
"The description set for the products will be used in all quotations "
|
||
"templates containing those products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:61
|
||
msgid "Use a quotation template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63
|
||
msgid "When creating a quotation, you can select a template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68
|
||
msgid "Each product in that template will be added to your quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71
|
||
msgid ""
|
||
"You can select a template to be suggested by default in the *Sales* "
|
||
"settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:75
|
||
msgid "Confirm the quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:77
|
||
msgid ""
|
||
"Templates also ease the confirmation process for customers with a digital "
|
||
"signature or online payment. You can select that in the template itself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:84
|
||
msgid "Every quotation will now have this setting added to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:86
|
||
msgid ""
|
||
"Of course you can still change it and make it specific for each quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:3
|
||
msgid "Add terms & conditions on orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:5
|
||
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; allowing the customer"
|
||
" to read all those terms everything before committing to anything."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:11
|
||
msgid ""
|
||
"Odoo lets you easily include your default terms and conditions on every "
|
||
"quotation, sales order and invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:15
|
||
msgid "Set up your default terms and conditions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:17
|
||
msgid ""
|
||
"Go to :menuselection:`SALES --> Configuration --> Settings` and activate "
|
||
"*Default Terms & Conditions*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:23
|
||
msgid ""
|
||
"In that box you can add your default terms & conditions. They will then "
|
||
"appear on every quotation, SO and invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:33
|
||
msgid "Set up more detailed terms & conditions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:35
|
||
msgid ""
|
||
"A good idea is to share more detailed or structured conditions is to publish"
|
||
" on the web and to refer to that link in the terms & conditions of Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:39
|
||
msgid ""
|
||
"You can also attach an external document with more detailed and structured "
|
||
"conditions to the email you send to the customer. You can even set a default"
|
||
" attachment for all quotation emails sent."
|
||
msgstr ""
|