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documentation/locale/sources/essentials.pot
Tiffany Chang (tic) a727f25be8 [I18N] *: export latest terms 
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#9882

X-original-commit: 89c308c
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2024-06-21 17:13:48 +00:00

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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-06-21 15:46+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
#: ../../content/applications/essentials.rst:3
msgid "Odoo essentials"
msgstr ""
#: ../../content/applications/essentials/activities.rst:3
msgid "Activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:5
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any page of the database that contains a chatter thread, kanban view, list view, or activities view of an application."
msgstr ""
#: ../../content/applications/essentials/activities.rst:10
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:12
msgid "One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located at the top of the *chatter* on any record. On the pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:17
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:21
msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
msgstr ""
#: ../../content/applications/essentials/activities.rst:24
msgid "To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the activity is automatically assigned."
msgstr ""
#: ../../content/applications/essentials/activities.rst:27
msgid "Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:30
msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:34
msgid "Lastly, click one of the following buttons:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:36
msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:37
msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:39
msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
msgstr ""
#: ../../content/applications/essentials/activities.rst:41
msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
#: ../../content/applications/essentials/activities.rst:-1
msgid "View of CRM leads and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:47
msgid "Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` button."
msgstr ""
#: ../../content/applications/essentials/activities.rst:50
msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:55
msgid "Activities can also be scheduled from the kanban, list, or activities view of an application."
msgstr ""
#: ../../content/applications/essentials/activities.rst:59
msgid "Kanban view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:61
msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:0
msgid "Kanban view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:67
msgid "List view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:69
msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon."
msgstr ""
#: ../../content/applications/essentials/activities.rst:0
msgid "List view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:76
msgid "Activity view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:78
msgid "To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the menu bar anywhere in the database. Select any application from the drop-down menu, and click the :guilabel:`🕘 (clock)` icon for the desired app."
msgstr ""
#: ../../content/applications/essentials/activities.rst:0
msgid "Activity menu drop down with focus on where to open activity view for CRM."
msgstr ""
#: ../../content/applications/essentials/activities.rst:85
msgid "Select a record on which to schedule an activity. Move across the row to find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:0
msgid "Activity view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:92
msgid "Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, regardless of the activity type, or the view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:95
msgid "Activities that appear in **green** indicate a due date sometime in the future."
msgstr ""
#: ../../content/applications/essentials/activities.rst:96
msgid "**Yellow** indicates that the activity's due date is today."
msgstr ""
#: ../../content/applications/essentials/activities.rst:97
msgid "**Red** indicates that the activity is overdue and the due date has passed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:99
msgid "For example, if an activity is created for a phone call, and the due date passes, the activity appears with a red phone in list view, and a red clock on the kanban view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:103
msgid "View scheduled activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:105
msgid "To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options."
msgstr ""
#: ../../content/applications/essentials/activities.rst:108
msgid "Doing so opens the activities menu, showcasing all the scheduled activities for the user, by default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
msgstr ""
#: ../../content/applications/essentials/activities.rst:112
msgid "To view a consolidated list of activities separated by the application where they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that specific application in a drop-down menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:116
msgid "The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "View of CRM leads page emphasizing the activities menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:123
msgid "Configure activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:125
msgid "To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "View of the settings page emphasizing the menu activity types."
msgstr ""
#: ../../content/applications/essentials/activities.rst:131
msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
msgstr ""
#: ../../content/applications/essentials/activities.rst:133
msgid "To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:136
msgid "At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "New activity type form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:143
msgid "Activity settings"
msgstr ""
#: ../../content/applications/essentials/activities.rst:146
msgid "Action"
msgstr ""
#: ../../content/applications/essentials/activities.rst:148
msgid "The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors after an activity is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:151
msgid "If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the planned activity in the chatter."
msgstr ""
#: ../../content/applications/essentials/activities.rst:153
msgid "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open their calendar to schedule a time for this activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:155
msgid "If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the chatter that opens a signature request pop-up window."
msgstr ""
#: ../../content/applications/essentials/activities.rst:159
msgid "The actions available to select on an activity type vary, depending on the applications currently installed in the database."
msgstr ""
#: ../../content/applications/essentials/activities.rst:163
msgid "Default user"
msgstr ""
#: ../../content/applications/essentials/activities.rst:165
msgid "To automatically assign this activity to a specific user when this activity type is scheduled, choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the activity is assigned to the user who creates the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:170
msgid "Default summary"
msgstr ""
#: ../../content/applications/essentials/activities.rst:172
msgid "To include notes whenever this activity type is created, enter them into the :guilabel:`Default Summary` field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:176
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
msgstr ""
#: ../../content/applications/essentials/activities.rst:181
msgid "Next activity"
msgstr ""
#: ../../content/applications/essentials/activities.rst:183
msgid "To automatically suggest, or trigger, a new activity after an activity has been marked complete, the :guilabel:`Chaining Type` must be set."
msgstr ""
#: ../../content/applications/essentials/activities.rst:187
msgid "Suggest next activity"
msgstr ""
#: ../../content/applications/essentials/activities.rst:189
msgid "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to select any activities to recommend as follow-up tasks to this activity type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:193
#: ../../content/applications/essentials/activities.rst:220
msgid "In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity deadline`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:198
#: ../../content/applications/essentials/activities.rst:225
msgid "This :guilabel:`Schedule` field information can be altered before the activity is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:200
#: ../../content/applications/essentials/activities.rst:227
msgid "When all configurations are complete, click :guilabel:`Save`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "Schedule activity popup with emphasis on recommended activities."
msgstr ""
#: ../../content/applications/essentials/activities.rst:206
msgid "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations for activities as next steps."
msgstr ""
#: ../../content/applications/essentials/activities.rst:211
msgid "Trigger next activity"
msgstr ""
#: ../../content/applications/essentials/activities.rst:213
msgid "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the next activity once the previous one is completed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:216
msgid "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select the activity that should be launched once this activity is completed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "Schedule new activity popup with emphasis on Done and launch next button."
msgstr ""
#: ../../content/applications/essentials/activities.rst:233
msgid "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`, marking the activity as `Done` immediately launches the next activity listed in the :guilabel:`Trigger` field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:238
msgid ":doc:`/applications/productivity/discuss`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:239
msgid ":doc:`/applications/productivity/discuss/team_communication`"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:3
msgid "Contacts"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:5
msgid "The *Contacts* application comes installed on all Odoo databases. Contacts are created for customers the company does business with through Odoo. A contact is a repository of vital business information, facilitating communication and business transactions."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:10
msgid "Contact form"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:12
msgid "To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`Create`. A new form appears where various contact information can be added."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:16
msgid "Contact type"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:18
msgid "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:22
msgid "Name"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:24
msgid "First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name appears throughout the database. This field is **mandatory**."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:28
msgid ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the first name field."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:33
msgid "Address"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:35
msgid "Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:38
msgid "If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private Address`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:44
msgid "Additional fields"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:46
msgid "Additional details are included on the initial form. The following fields are available:"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:48
msgid ":guilabel:`VAT`: Value Added Tax number."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:49
msgid ":guilabel:`Citizen Identification`: citizen or government identification number (only available on :guilabel:`Individual`)."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:51
msgid ":guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on :guilabel:`Individual`)."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:53
msgid ":guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking the desired option."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:55
msgid ":guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking on the desired option."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:57
msgid ":guilabel:`Email`: enter the email address with the domain."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:58
msgid ":guilabel:`Website`: enter the full website address, starting with `http` or `https`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:59
msgid ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:61
msgid ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click :guilabel:`Create` from the resulting drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:66
msgid "Contacts & Addresses tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:68
msgid "At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & Addresses` tab, contacts can be added that are associated with a :guilabel:`Company` and related addresses. For example, a specific contact person for the company can be listed here."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:72
msgid "Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:-1
msgid "Add a contact/address to the contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:80
msgid "On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other Address` field at the top to reveal a drop-down menu of address-related options."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:83
msgid "Select any of the following options:"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:85
msgid ":guilabel:`Contact`: adds another contact to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:86
msgid ":guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:87
msgid ":guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:88
msgid ":guilabel:`Other Address`: adds an alternate address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:89
msgid ":guilabel:`Private Address`: adds a private address to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:-1
msgid "Create a new contact/address on a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:95
msgid "Once an option is selected, enter the corresponding contact information that should be used for the specified address type."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:98
msgid "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:101
msgid "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been selected. This is similar to the :guilabel:`Individual` contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:104
msgid "To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is applicable to the customer or contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:107
msgid "Then, click :guilabel:`Save & Close` to save the address, and close the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save the address, and immediately input another one."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:111
msgid "Sales & Purchase tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:113
msgid "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:116
msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:120
msgid "Sales section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:122
msgid "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:126
msgid "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:131
msgid "Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:134
msgid "Point Of Sale section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:136
msgid "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part of a *Loyalty Program*."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:141
msgid "Purchase section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:143
msgid "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:147
msgid "Misc section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:149
msgid "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional information for this contact. If this contact should only be accessible for one company in a multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:159
msgid "Accounting tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:161
msgid "The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:164
msgid "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity Identifier, if necessary."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:168
msgid "Internal Notes tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:170
msgid "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:174
msgid "Partner Assignment tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:176
msgid "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner Review` configurations. These are **only** present when the *Enterprise Resellers* module is installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:182
msgid "Membership tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:184
msgid "Finally, there is the :guilabel:`Membership` tab, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab only appears when the *Members* applications is installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:189
msgid "Smart buttons"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:191
msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:194
msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:198
msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:202
msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:205
msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:211
msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:214
msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:218
msgid "Archive contacts"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:220
msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:224
msgid "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:226
msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:230
msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:236
msgid ":doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>`"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:237
msgid "`Odoo's eLearning Contacts tutorial <https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:3
msgid "Export and import data"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:5
msgid "In Odoo, it is sometimes necessary to export or import data for running reports, or for data modification. This document covers the export and import of data into and out of Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:9
msgid "Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This can occur with large exports, or in cases where the import file is too large. To circumvent this limitation surrounding the size of the records, process exports or imports in smaller batches."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:16
msgid "Export data from Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:18
msgid "When working with a database, it is sometimes necessary to export data in a distinct file. Doing so can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with each available application."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:22
msgid "With Odoo, the values can be exported from any field in any record. To do so, activate the list view (:guilabel:`☰ (three horizontal lines)` icon), on the items that need to be exported, and then select the records that should be exported. To select a record, tick the checkbox next to the corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then :guilabel:`Export`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "View of the different things to enable/click to export data."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:31
msgid "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with several options for the data to export:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "Overview of options to consider when exporting data in Odoo.."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:38
msgid "With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the existing records need to be updated. This works like a filter. Leaving the box unticked, gives many more field options because it shows all the fields, not just the ones that can be imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:42
msgid "When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`, items are separated by a comma, while `.xls` holds information about all the worksheets in a file, including both content and formatting."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:45
msgid "These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to display all fields."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:49
msgid "The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to export` list."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:51
msgid "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the fields up and down, to change the order in which they are displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:54
msgid "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash can)` icon to remove the field."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:56
msgid "For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a unique name to the export just created. The next time the same list needs to be exported, select the related template that was previously saved from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:62
msgid "It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` in the export user interface is equal to *parent_id* (external identifier). This is helpful because then, the only data exported is what should be modified and re-imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:69
msgid "Import data into Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:71
msgid "Importing data into Odoo is extremely helpful during implementation, or in times where data needs to be updated in bulk. The following documentation covers how to import data into an Odoo database."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:75
msgid "Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created on` or `last modified`) to identify records changed or created by the import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:79
msgid "Activating :ref:`developer mode <developer-mode>` changes the visible import settings in the left menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "Advanced import options when developer mode is activated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:87
msgid "If the model uses openchatter, the :guilabel:`Track history during import` option sets up subscriptions and sends notifications during the import, but leads to a slower import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:90
msgid "Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields within a field are used to match under the :guilabel:`Odoo Field` while importing."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:94
msgid "Get started"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:96
msgid "Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements, journal entries, and orders."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:100
msgid "Open the view of the object to which the data should be imported/populated, and click on :menuselection:`⭐ Favorites --> Import records`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "Favorites menu revealed with the import records option highlighted."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:107
msgid "After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be downloaded and populated with the company's own data. Such templates can be imported in one click, since the data mapping is already done. To download a template click :guilabel:`Import Template for Customers` at the center of the page."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:113
msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options. These options do **not** appear when importing the proprietary Excel file type (`.xls`, `.xlsx`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:0
msgid "Formatting options presented when a CVS file is imported in Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:121
msgid "Make necessary adjustments to the *Formatting* options, and ensure all columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click :guilabel:`Import` to import the data."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:126
msgid "Adapt a template"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:128
msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, etc.)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:132
msgid "Once the template is downloaded, proceed to follow these steps:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:134
msgid "Add, remove, and sort columns to best fit the data structure."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:135
msgid "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the next section)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:137
msgid "Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID` (ID) column."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "An animation of the mouse dragging down the ID column, so each record has a unique ID."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:145
msgid "When a new column is added, Odoo may not be able to map it automatically, if its label does not fit any field within Odoo. However, new columns can be mapped manually when the import is tested. Search the drop-down menu for the corresponding field."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "Drop-down menu expanded in the initial import screen on Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:153
msgid "Then, use this field's label in the import file to ensure future imports are successful."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:156
msgid "Another useful way to find out the proper column names to import is to export a sample file using the fields that should be imported. This way, if there is not a sample import template, the names are accurate."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:161
msgid "Import from another application"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:163
msgid "The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one from previous software to facilitate the transition to Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:166
msgid "Setting an ID is not mandatory when importing, but it helps in many cases:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:168
msgid "Update imports: import the same file several times without creating duplicates."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:169
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:171
msgid "To recreate relationships between different records, the unique identifier from the original application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:174
msgid "When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for the original unique identifier. This record can also be found using its name."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:178
msgid "It should be noted that there will be a conflict if two or more records have the same name."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:180
msgid "The :guilabel:`External ID` (ID) can also be used to update the original import, if modified data needs to be re-imported later, therefore, it is a good practice to specify it whenever possible."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:184
msgid "Field missing to map column"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:186
msgid "Odoo heuristically tries to find the type of field for each column inside the imported file, based on the first ten lines of the files."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:189
msgid "For example, if there is a column only containing numbers, only the fields with the *integer* type are presented as options."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:192
msgid "While this behavior might be beneficial in most cases, it is also possible that it could fail, or the column may be mapped to a field that is not proposed by default."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:195
msgid "If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a complete list of fields becomes available for each column."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:-1
msgid "Searching for the field to match the tax column."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:203
msgid "Change data import format"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:206
msgid "Odoo can automatically detect if a column is a date, and tries to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats are not recognizable. This can cause confusion, due to day-month inversions; it is difficult to guess which part of a date format is the day, and which part is the month, in a date, such as `01-03-2016`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:212
msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:215
msgid "To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is shown when clicking on options under the file selector. If this format is incorrect, change it to the preferred format using *ISO 8601* to define the format."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:220
msgid "*ISO 8601* is an international standard, covering the worldwide exchange, along with the communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it should be written as `1981-07-24`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:225
msgid "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This maintains locale date formats for display, regardless of how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section to select the date format columns to import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:231
msgid "Import numbers with currency signs"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:233
msgid "Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the import crashes."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:239
msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be changed."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:243
msgid "Examples of supported numbers (using 'thirty-two thousand' as the figure):"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:245
msgid "32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:246
msgid "32000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:247
msgid "32,000.00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:248
msgid "-32000.00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:249
msgid "(32000.00)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:250
msgid "$ 32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:251
msgid "(32000.00 €)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:253
msgid "Example that will not work:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:255
msgid "ABC 32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:256
msgid "$ (32.000,00)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:259
msgid "A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value. The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a negative currency value."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:264
msgid "Import preview table not displayed correctly"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:266
msgid "By default, the import preview is set on commas as field separators, and quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:272
msgid "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does **not** detect the separations. The file format options need to be modified in the spreadsheet application. See the following :ref:`Change CSV file format <export_import_data/change-csv>` section."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:280
msgid "Change CSV file format in spreadsheet application"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:282
msgid "When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the computer's regional settings are applied for the separator and delimiter. Odoo suggests using *OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:288
msgid "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:292
msgid "Difference between Database ID and External ID"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:294
msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links between the different records. To help import such fields, Odoo provides three mechanisms."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:299
msgid "**Only one** mechanism should be used per field that is imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:301
msgid "For example, to reference the country of a contact, Odoo proposes three different fields to import:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:303
msgid ":guilabel:`Country`: the name or code of the country"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:304
msgid ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL column"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:306
msgid ":guilabel:`Country/External ID`: the ID of this record referenced in another application (or the `.XML` file that imported it)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:309
msgid "For the country of Belgium, for example, use one of these three ways to import:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:311
msgid ":guilabel:`Country`: `Belgium`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:312
msgid ":guilabel:`Country/Database ID`: `21`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:313
msgid ":guilabel:`Country/External ID`: `base.be`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:315
msgid "According to the company's need, use one of these three ways to reference records in relations. Here is an example when one or the other should be used, according to the need:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:318
msgid "Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated Values)` files that have been created manually."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:320
msgid "Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers as the main advantage is to never have conflicts (there may be several records with the same name, but they always have a unique Database ID)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:323
msgid "Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party application."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:326
msgid "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the :guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported. Then, a reference can be made to that record with columns, like `Field/External ID`. The following two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:331
msgid ":download:`CSV file for categories <export_import_data/External_id_3rd_party_application_product_categories.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:333
msgid ":download:`CSV file for Products <export_import_data/External_id_3rd_party_application_products.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:339
msgid "Import relation fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:341
msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations, the records of the related object need to be imported first, from their own list menu."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:345
msgid "This can be achieved by using either the name of the related record, or its ID, depending on the circumstances. The ID is expected when two records have the same name. In such a case add `/ ID` at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:350
msgid "Options for multiple matches on fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:352
msgid "If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be imported. However, Odoo recommends that the data is not imported because it will all be linked to the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`). Odoo, instead, recommends modifying one of the duplicate's values, or the product category hierarchy."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:359
msgid "However, if the company does not wish to change the configuration of product categories, Odoo recommends making use of the *External ID* for this field, 'Category'."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:363
msgid "Import many2many relationship fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:365
msgid "The tags should be separated by a comma, without any spacing. For example, if a customer needs to be linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded in the same column of the :abbr:`CSV (Comma-separated Values)` file."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:369
msgid ":download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:372
msgid "Import one2many relationships"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:374
msgid "If a company wants to import a sales order with several order lines, a specific row **must** be reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line is imported on the same row as the information relative to order. Any additional lines need an additional row that does not have any information in the fields relative to the order."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:379
msgid "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be imported, based on demo data:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:382
msgid ":download:`File for some Quotations <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:385
msgid "The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with their respective purchase order lines:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:388
msgid ":download:`Purchase orders with their respective purchase order lines <export_import_data/o2m_purchase_order_lines.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:391
msgid "The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their respective contacts:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:394
msgid ":download:`Customers and their respective contacts <export_import_data/o2m_customers_contacts.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:398
msgid "Import records several times"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:400
msgid "If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`, records that have already been imported are modified, instead of being created. This is extremely useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several times, while having made some changes in between two imports."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:405
msgid "Odoo takes care of creating or modifying each record, depending if it is new or not."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:407
msgid "This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records in a spreadsheet application."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:411
msgid "Value not provided for a specific field"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:413
msgid "If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the field, instead of assigning the default value."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:418
msgid "Export/import different tables from an SQL application to Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:420
msgid "If data needs to be imported from different tables, relations need to be recreated between records belonging to different tables. For instance, if companies and people are imported, the link between each person and the company they work for needs to be recreated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:424
msgid "To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a record is the unique identifier of this record in another application. The `External ID` must be unique across all records of all objects. It is a good practice to prefix this `External ID` with the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:429
msgid "As an example, suppose there is an SQL database with two tables that are to be imported: companies and people. Each person belongs to one company, so the link between a person and the company they work for must be recreated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:433
msgid "Test this example, with a :download:`sample of a PostgreSQL database <export_import_data/database_import_test.sql>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:436
msgid "First, export all companies and their *External ID*. In PSQL, write the following command:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:442
msgid "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:451
msgid "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the following SQL command in PSQL:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:458
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:468
msgid "In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is working for the Organi company. The relation between people and companies is done using the *External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in the original database)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:474
msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three companies (the first two contacts are linked to the first company). Keep in mind to first import the companies, and then the people."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:3
msgid "In-app purchases (IAP)"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:7
msgid "In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its own specific features and functionality. A full list of services is available on the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:-1
msgid "The IAP catalog with various services available on IAP.Odoo.com."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:16
msgid "The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and resumes with optical character recognition (OCR) and artificial intelligence (AI)."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:20
msgid "|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on the service in the app to activate it. However, each service requires its own prepaid credits, and when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:25
msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:32
msgid "IAP services"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:34
msgid "|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:36
msgid "The following |IAP| services are offered by Odoo:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:38
msgid ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes with OCR and AI."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:40
msgid ":guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:41
msgid ":guilabel:`SMS`: sends SMS text messages to contacts directly from the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:42
msgid ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors into quality leads and opportunities."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:44
msgid ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:45
msgid ":guilabel:`Signer identification with itsme®️`: ask document signatories in Odoo *Sign* to provide their identity using the *itsme®* identity platform, which is available in Belgium and the Netherlands."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:49
msgid "For more information on every service currently available (offered from developers other than Odoo), visit the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:53
msgid "Use IAP services"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:55
msgid "|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any settings. To use a service, simply interact with it wherever it appears in the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:59
msgid "The following flow focuses on the *SMS* |IAP| service being used from a contact's record."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:61
msgid "This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:-1
msgid "The SMS icon on a typical contact information form located within an Odoo database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:67
msgid "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:69
msgid "First, navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the contact form."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:73
msgid "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:77
msgid "Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what was sent in the *chatter* of the contact's form."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:81
msgid "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically deducted from the existing credits. If there are not enough credits to send the message, Odoo prompts the user to purchase more."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:86
msgid "For more information on how to use various |IAP| services, and for more in-depth instructions related to SMS functionality in Odoo, review the documentation below:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:89
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:90
msgid ":doc:`Enrich your contacts base with Partner Autocomplete <../sales/crm/optimize/partner_autocomplete>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:92
msgid ":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:97
msgid "IAP credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:99
msgid "Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts the purchase of more credits when there are not enough credits left to continue using a service. Email alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:103
msgid "Credits are purchased in *Packs* from the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:107
msgid "The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four packs available, in denominations of:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:110
msgid ":guilabel:`Starter Pack`: 10 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:111
msgid ":guilabel:`Standard Pack`: 100 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:112
msgid ":guilabel:`Advanced Pack`: 500 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:113
msgid ":guilabel:`Expert Pack`: 1,000 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:-1
msgid "Four different packs of credits for the SMS IAP service."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:119
msgid "The number of credits consumed depends on the length of the SMS and the country of destination."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:121
msgid "For more information, refer to the :doc:`SMS Pricing and FAQ <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:127
msgid "Buy credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:129
msgid "If there are not enough credits to perform a task, the database automatically prompts the purchase of more credits."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:132
msgid "Users can check the current balance of credits for each service, and manually purchase more credits, by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the :guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:136
msgid "Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:141
msgid "Manually buy credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:143
msgid "To manually buy credits in Odoo, follow these steps:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:145
msgid "First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...` bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:-1
msgid "The Settings app showing the Odoo IAP heading and View My Services button."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:154
msgid "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open details about it; additional credits can be purchased from here."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:158
msgid "On the following page, click the :guilabel:`Buy Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment details, and confirm the order."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:-1
msgid "The SMS service page on IAP.Odoo.com with four packs of credits available for purchase."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:166
msgid "Once the transaction is complete, the credits are available for use in the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:171
msgid "Low-credit notification"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:173
msgid "It is possible to be notified when credits are low, in order to avoid running out of credits, while using an |IAP| service. To do that, follow this process:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:176
msgid "Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:180
msgid "The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here, click on the desired |IAP| account to view that service's details."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:183
msgid "On the details page, tick the :guilabel:`Receive threshold warning` checkbox. Doing so reveals two fields on the form: :guilabel:`Warning Threshold` and :guilabel:`Contact Email`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:186
msgid "In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo should use as the minimum threshold for this service. In the :guilabel:`Contact Email` field, enter the email address that receives the notification."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:190
msgid "Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the balance of credits falls below the amount listed as the :guilabel:`Warning Threshold`."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:3
msgid "Reporting"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:5
msgid "You can find several reports under the :guilabel:`Reporting` menu of most apps that let you analyze and visualize the data of your records."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:11
msgid "Selecting a view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:13
msgid "Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view fully tailored to the report is available, while several views are available for others. However, two generic views are dedicated to reporting: the graph and pivot views."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:20
msgid "Graph view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:22
msgid "The :ref:`graph view <reporting/using-graph>` is used to visualize your records' data, helping you identify patterns and trends. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **graph view button** located at the top right to access it."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:-1
msgid "Selecting the graph view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:33
msgid "Pivot view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:35
msgid "The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your records' data and break it down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **pivot view button** located at the top right to access it."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:-1
msgid "Selecting the pivot view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:45
msgid "Choosing measures"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:47
msgid "After selecting a view, you should ensure only the relevant records are :doc:`filtered <search>`. Next, you should choose what is measured. By default, a measure is always selected. If you wish to edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:52
msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer <studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:58
msgid "After choosing what you want to measure, you can define how the data should be :ref:`grouped <search/group>` depending on the dimension you want to analyze. By default, the data is often grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:63
msgid "When you filter a single time period, the option to compare it against another one appears."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Using the comparison option"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:72
msgid "Select measures"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:74
msgid "Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is selected."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Selecting different measures on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:81
msgid "Group measures"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:83
msgid "You could group the measures by :guilabel:`Product Category` at the level of rows on the previous Sales Analysis report example."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Adding a group on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:92
msgid "Using the pivot view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:94
msgid "Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the :guilabel:`Total` header at the level of rows *and* columns, and then select one of the **preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`)."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:100
msgid "Once you have added a group, you can add new ones on the opposite axis or the newly created subgroups."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:104
msgid "You could further divide the measures on the previous Sales Analysis report example by the :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / Office Furniture` product category."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Adding multiple groups on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:112
msgid "Switch the rows and columns' groups by clicking the flip axis button (:guilabel:`⇄`)."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:113
msgid "Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:114
msgid "Download a `.xlsx` version of the pivot by clicking the download button (:guilabel:`⭳`)."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:119
msgid "Using the graph view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:121
msgid "Three graphs are available: the bar, line, and pie charts."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:123
msgid "**Bar charts** are used to show the distribution or a comparison of several categories. They are especially useful as they can deal with larger data sets."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:126
msgid "**Line charts** are useful to show changing time series and trends over time."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:128
msgid "**Pie charts** are used to show the distribution or a comparison of a small number of categories when they form a meaningful whole."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:133
msgid "Bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:138
msgid "Line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:143
msgid "Pie chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a pie chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:149
msgid "For **bar** and **line** charts, you can use the stacked option when you have at least two groups, which then appear on top of each other instead of next to each other."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:154
msgid "Stacked bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Stacked bar chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:159
msgid "Regular bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Non-stacked bar chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:164
msgid "Stacked line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Stacked line chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:169
#: ../../content/applications/essentials/reporting.rst:184
msgid "Regular line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Non-stacked line chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:174
msgid "For **line** charts, you can use the cumulative option to sum values, which is especially useful to show the change in growth over a time period."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:179
msgid "Cumulative line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Cumulative line chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Regular line chart example"
msgstr ""
#: ../../content/applications/essentials/search.rst:3
msgid "Search and filter records"
msgstr ""
#: ../../content/applications/essentials/search.rst:5
msgid "Odoo uses filters to include only the most relevant records depending on the purpose of the view you are on. However, you can edit the default filter or search for specific values."
msgstr ""
#: ../../content/applications/essentials/search.rst:11
msgid "Preconfigured filters"
msgstr ""
#: ../../content/applications/essentials/search.rst:13
msgid "You can modify the default selection of records by clicking :guilabel:`Filters` and selecting one or several **preconfigured filters**."
msgstr ""
#: ../../content/applications/essentials/search.rst:17
msgid "On the Sales Analysis report, only records at the sales order stage are selected by default. However, you could *also* include records at the quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could *only* include records from a specific year, for example *2022*, by selecting :menuselection:`Order Date --> 2022`."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Using preconfigured filters on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:27
msgid "If you select preconfigured filters from the same group (i.e., that are *not* separated by an horizontal line), the records can match *any* condition to be included. However, if you select filters from different groups, the records have to match *all* condition to be included."
msgstr ""
#: ../../content/applications/essentials/search.rst:34
msgid "Custom filters"
msgstr ""
#: ../../content/applications/essentials/search.rst:36
msgid "You can create custom filters using most fields present on the model by clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, an operator, a value, and clicking :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/essentials/search.rst:41
msgid "You could *only* include records from a single salesperson on the Sales Analysis report, for example *Mitchell Admin*, by selecting :guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the operator, and typing `Mitchell Admin` as the value."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Using a custom filter on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:50
msgid "If the records should *only* match one of several conditions, click :guilabel:`Add a condition` before applying a custom filter. If the records should match *all* conditions, add new custom filters instead."
msgstr ""
#: ../../content/applications/essentials/search.rst:57
msgid "Search for values"
msgstr ""
#: ../../content/applications/essentials/search.rst:59
msgid "You can use the search field to quickly look for specific values and add them as a filter. Either type the full value you are searching for and select the desired field, or type a part of the value, click the dropdown button (:guilabel:`⏵`) before the chosen field, and select the exact value you are looking for."
msgstr ""
#: ../../content/applications/essentials/search.rst:65
msgid "Instead of adding a custom filter to select records where *Mitchell Admin* is the salesperson on the Sales Analysis report, you could search for `Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Searching for a specific value on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:75
msgid "Using the search field is equivalent to using the *contains* operator when adding a custom filter. If you enter a partial value and directly select the desired field, *all* records containing the characters you typed for the selected field will be included."
msgstr ""
#: ../../content/applications/essentials/search.rst:82
msgid "Group records"
msgstr ""
#: ../../content/applications/essentials/search.rst:84
msgid "You can click :guilabel:`Group By` below the search field to cluster records together according to one of the **preconfigured groups**."
msgstr ""
#: ../../content/applications/essentials/search.rst:88
msgid "You could group the records by salesperson on the Sales Analysis report by clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No records are filtered out."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Grouping records on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:95
msgid "You can **customize groups** by using a wide selection of fields present on the model. To do so, click :menuselection:`Group By --> Add Custom Group`, select a field, and click :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/essentials/search.rst:99
msgid "You can use several groups at the same time. The first group you select is the main cluster, the next one you add further divides the main group's categories, and so on."
msgstr ""
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