18042 lines
693 KiB
Plaintext
18042 lines
693 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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# jl2035 <jaka.luthar@gmail.com>, 2023
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# Tadej Lupšina <tadej@hbs.si>, 2023
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# Matjaz Mozetic <m.mozetic@matmoz.si>, 2023
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# Jasmina Macur <jasmina@hbs.si>, 2023
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# Grega Vavtar <grega@hbs.si>, 2024
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# matjaz k <matjaz@mentis.si>, 2024
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# Boris Kodelja <boris@hbs.si>, 2024
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# Katja Deržič, 2024
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# Martin Trigaux, 2024
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# Wil Odoo, 2024
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# Gregor Flajs, 2024
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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 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-12-30 14:12+0000\n"
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"PO-Revision-Date: 2022-10-04 12:54+0000\n"
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"Last-Translator: Gregor Flajs, 2024\n"
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"Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\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: sl\n"
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"Plural-Forms: nplurals=4; plural=(n%100==1 ? 0 : n%100==2 ? 1 : n%100==3 || n%100==4 ? 2 : 3);\n"
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#: ../../content/applications/sales.rst:5
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#: ../../content/applications/sales/sales.rst:8
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msgid "Sales"
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msgstr "Prodaja"
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#: ../../content/applications/sales/crm.rst:8
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msgid "CRM"
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msgstr "CRM"
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#: ../../content/applications/sales/crm.rst:10
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msgid ""
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"**Odoo CRM** helps you organize your sales activities: track leads, close "
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"opportunities and get accurate forecasts. Keep opportunities organized with "
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"the pipeline and manage your day-to-day activities with meetings and next "
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"activities."
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msgstr ""
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#: ../../content/applications/sales/crm.rst:15
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msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
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msgstr ""
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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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"*Leads* act as qualifying steps before an opportunity is created. This "
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"provides additional time before a potential opportunity is assigned to a "
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"sales person."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10
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#: ../../content/applications/sales/crm/optimize/gamification.rst:11
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
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#: ../../content/applications/sales/point_of_sale/configuration.rst:6
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#: ../../content/applications/sales/point_of_sale/configuration.rst:52
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#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10
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#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
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#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12
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#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:20
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#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
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#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
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#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12
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#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10
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#: ../../content/applications/sales/rental.rst:20
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#: ../../content/applications/sales/sales/invoicing/proforma.rst:14
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:34
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14
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#: ../../content/applications/sales/subscriptions/closing.rst:31
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#: ../../content/applications/sales/subscriptions/upselling.rst:25
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msgid "Configuration"
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msgstr "Nastavitve"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11
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msgid ""
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"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> "
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"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. "
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"Then, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Leads setting on CRM configuration page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18
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msgid ""
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"Activating this feature adds a new menu, :guilabel:`Leads`, to the header "
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"menu bar at the top of the screen."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Leads menu on CRM application."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25
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msgid ""
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"Once the *Leads* setting has been activated, it applies to all sales teams "
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"by default. To turn off leads for a specific team, navigate to "
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":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a "
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"team from the list to open the record, and uncheck the :guilabel:`Leads` "
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"box. Once done, click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35
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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:37
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msgid ""
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"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->"
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" Leads`, and click on a :guilabel:`Lead` from the list to open it."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40
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msgid ""
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"In the upper-left corner of the screen, click the :guilabel:`Convert to "
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"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up"
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" window."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Create opportunity button on a lead record."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47
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msgid ""
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"On the :guilabel:`Convert to opportunity` pop-up window, in the "
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":guilabel:`Conversion action` field, select the :guilabel:`Convert to "
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"opportunity` option."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:51
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msgid ""
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"If a lead, or an opportunity, already exists in the database for this "
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"customer, Odoo automatically suggests merging both leads/opportunities. For "
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"more information on merging leads and opportunities, see the section on how "
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"to :ref:`merge leads <sales/crm/acquire_leads/merge-leads>` below."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56
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msgid ""
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"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which"
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" the opportunity should be assigned."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59
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msgid ""
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"If the lead has already been assigned to a salesperson or a team, these "
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"fields automatically populate with that information."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Create opportunity pop-up."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66
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msgid ""
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"Under the :guilabel:`Customer` heading, choose from the following options:"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68
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msgid ""
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":guilabel:`Create a new customer`: Choose this option to use the information"
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" in the lead to create a new customer."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70
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msgid ""
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":guilabel:`Link to an existing customer`: Choose this option, then select a "
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"customer from the resulting drop-down menu, to link this opportunity to the "
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"existing customer record."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72
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msgid ""
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":guilabel:`Do not link to a customer`: Choose this option to convert the "
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"lead, but not link it to a new or existing customer."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75
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msgid ""
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"Lastly, when all configurations are complete, click :guilabel:`Create "
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"Opportunity`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80
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msgid "Merge leads and opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82
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msgid ""
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"Odoo automatically detects similar leads and opportunities by comparing the "
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"email addresses of the associated contacts. If a similar lead/opportunity is"
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" found, a :guilabel:`Similar Lead` smart button appears at the top of the "
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"lead/opportunity record."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Similar leads smart button."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90
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msgid ""
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"To compare the details of the similar leads/opportunities, click the "
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":guilabel:`Similar Leads` button. This opens a kanban view with only the "
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"similar leads/opportunities. Click into each card to view the details for "
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"each lead/opportunity, and confirm if they should be merged."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95
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#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:44
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msgid ""
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"When merging, Odoo gives priority to whichever lead/opportunity was created "
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"in the system first, merging the information into the first created "
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"lead/opportunity. However, if a lead and an opportunity are being merged, "
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"the resulting record is referred to as an opportunity, regardless of which "
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"record was created first."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100
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msgid ""
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"After confirming that the leads/opportunities should be merged, return to "
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"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar "
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"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to "
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"change to list view."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104
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msgid ""
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"Check the box on the left of the page for the leads/opportunities to be "
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"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the "
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"page, to reveal a drop-down menu. From that drop-down menu, select the "
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":guilabel:`Merge` option to merge the selected opportunities (or leads)."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108
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msgid ""
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"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` "
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"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up "
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"window, decide to :guilabel:`Assign opportunities to` a "
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":guilabel:`Salesperson` and/or :guilabel:`Sales Team`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112
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msgid ""
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"Below those fields, the leads/opportunities to merge are listed, along with "
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"their related information. To merge those selected leads/opportunities, "
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"click :guilabel:`Merge`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116
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#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11
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msgid ""
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"When merging opportunities, no information is lost. Data from the other "
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"opportunity is logged in the chatter, and the information fields, for "
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"reference."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
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msgid "Merge option from action menu in list view."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3
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msgid "Generate leads/opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5
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msgid ""
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"Two key ways to generate new leads or opportunities for your business are "
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"through email aliases and website contact forms. Odoo automatically creates "
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"leads in your CRM whenever someone sends a message to a Sales Team email "
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"alias or fills out a contact form on your website."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10
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msgid "Configure email aliases"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:12
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msgid ""
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"Each Sales Team can use its own unique email alias to generate "
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"leads/opportunities. Any email sent to a Sales Team's email alias will "
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"automatically create a lead (if leads are activated in your CRM settings) or"
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" an opportunity in the pipeline for that particular team. Configure custom "
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"email aliases on the configuration page for each Sales Team by navigating to"
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" :menuselection:`CRM --> Configuration --> Sales Teams`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Configuring Sales Teams"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23
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msgid "Use Contact Forms on your website"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25
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msgid ""
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"By default, your website's *Contact Us* page displays Odoo's ready-to-use "
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"Contact Form. Whenever someone submits this form, a lead or an opportunity "
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"is generated in your database."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Default Contact Us page"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:32
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msgid ""
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"The Contact Form can be activated or deactivated at any time by going to "
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":menuselection:`Website --> Go to Website --> Customize --> Contact Form`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Form toggle"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:39
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msgid ""
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"When the Form is deactivated, the *Contact Us* page simply displays a button"
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" to email your company directly. Any email sent this way will generate a "
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"lead/opportunity."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Us Page using email"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:46
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msgid ""
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"Choose which Sales Team or salesperson is automatically assigned to the "
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"leads/opportunities created from the Contact Form by going to "
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":menuselection:`Website --> Configuration --> Settings --> Communication`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Form settings"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55
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msgid "Customize Contact Forms"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57
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msgid ""
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"Contact Forms can be customized for the specific information your team "
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"needs, using the free *Form Builder* module."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:60
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msgid ""
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"The *Form Builder* module is installed automatically when a Form element is "
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"added to a web page via the Website Builder. It can also be installed "
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"manually from the :guilabel:`Apps` page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Form Builder building blocks"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68
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msgid ""
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"Forms can be created from scratch to serve a wide variety of purposes. "
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"However, Odoo's default *Contact Us* page is designed to fit most users' "
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"needs. Start with the default form and modify from there."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73
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msgid "Edit Contact Form fields"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:75
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msgid ""
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"In Edit mode on your website, click on any field to start editing it. The "
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"following information can be edited for each field on the Contact Form:"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:78
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msgid ""
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":guilabel:`Type`: Choose a custom field option or an existing field. "
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"Examples include phone, file upload, language, etc."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:80
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msgid ""
|
||
":guilabel:`Input Type`: Determine the type of entry customers should input. "
|
||
"Available options are text,email, telephone, and URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82
|
||
msgid ""
|
||
":guilabel:`Input Placeholder`: Type in an example to guide users how to "
|
||
"input information where formatting is important, such as a phone number or "
|
||
"email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:84
|
||
msgid ""
|
||
":guilabel:`Label Name`: Type in the display name to show users what "
|
||
"information is needed from them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:86
|
||
msgid ""
|
||
":guilabel:`Label Position`: Choose the way the label is aligned with the "
|
||
"rest of the form. The label can be hidden, above the field, to the far left "
|
||
"of the field, or right adjusted and closer to the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89
|
||
msgid ""
|
||
":guilabel:`Required`: Toggle this option for information that you absolutely"
|
||
" need entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90
|
||
msgid ""
|
||
":guilabel:`Hidden`: Toggle this option to hide the field without deleting "
|
||
"it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:91
|
||
msgid ""
|
||
":guilabel:`Shown on Mobile`: Toggle this option to show the field to users "
|
||
"on mobile devices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
|
||
msgid "Editable field options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:97
|
||
msgid ""
|
||
"By default, when a Form is submitted, it sends you an email with the "
|
||
"customer's inputted information. To have it automatically generate a "
|
||
"lead/opportunity instead, edit the Form and select :guilabel:`Create an "
|
||
"Opportunity` as the Action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:102
|
||
msgid ""
|
||
"If leads are activated in your CRM settings, selecting :guilabel:`Create an "
|
||
"Opportunity` generates a lead instead. To learn more about activating leads "
|
||
"in the CRM settings, head over to :doc:`convert`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
|
||
msgid "Lead mining"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5
|
||
msgid ""
|
||
"Lead mining is a feature that allows CRM users to generate new leads "
|
||
"directly into their Odoo database. To ensure lead qualification, lead mining"
|
||
" output is determined by a variety of filtering criteria, such as the "
|
||
"country, the company size, and the industry."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12
|
||
msgid ""
|
||
"To get started, go to :menuselection:`CRM --> Configuration --> Settings` "
|
||
"and activate :guilabel:`Lead Mining`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Activate lead mining in Odoo CRM settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20
|
||
msgid "Generate leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22
|
||
msgid ""
|
||
"After the :guilabel:`Lead Mining` setting is activated, a new button called "
|
||
":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` "
|
||
"pipeline. Lead mining requests are also available through "
|
||
":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through "
|
||
":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate "
|
||
"Leads` button is also available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "The Generate Leads button to use the lead mining feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32
|
||
msgid ""
|
||
"Click on the :guilabel:`Generate Leads` button, and a window will appear "
|
||
"offering a variety of criteria by which to generate leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid ""
|
||
"The pop-up window with the selection criteria in order to generate leads in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39
|
||
msgid ""
|
||
"Choose to generate leads for :guilabel:`Companies` to get company "
|
||
"information only, or choose :guilabel:`Companies and their Contacts` to get "
|
||
"company information as well as individual employee contact information. When"
|
||
" targeting :guilabel:`Companies and their Contacts`, there is an option to "
|
||
"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
|
||
msgid "Additional filtering options include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46
|
||
msgid ""
|
||
":guilabel:`Size`: filter leads based on the number of employees at the "
|
||
"company"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47
|
||
msgid ""
|
||
":guilabel:`Countries`: filter leads based on the country (or countries) they"
|
||
" are located in"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
|
||
msgid ""
|
||
":guilabel:`States`: further filter leads based on the state they are located"
|
||
" in, if applicable"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49
|
||
msgid ""
|
||
":guilabel:`Industries`: filter leads based on the specific industry they "
|
||
"work in"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50
|
||
msgid ""
|
||
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
|
||
"to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
|
||
msgid ""
|
||
":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads "
|
||
"will be assigned to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52
|
||
msgid ""
|
||
":guilabel:`Default Tags`: choose which tags are applied directly to the "
|
||
"leads once found"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55
|
||
msgid ""
|
||
"Make sure to be aware of the latest EU regulations when receiving contact "
|
||
"information. Get more information about the General Data Protection "
|
||
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61
|
||
msgid "Pricing"
|
||
msgstr "Določanje cen"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
|
||
msgid ""
|
||
"Lead mining is an *In-App Purchase* feature and each generated lead costs "
|
||
"one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63
|
||
msgid ""
|
||
"Choosing to generate :guilabel:`Companies and their Contacts` costs one "
|
||
"additional credit for each contact generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67
|
||
msgid ""
|
||
"See here for full pricing information: `Lead Generation by Odoo IAP "
|
||
"<https://iap.odoo.com/iap/ in-app-services/167?>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70
|
||
msgid ""
|
||
"To buy credits, navigate to :menuselection:`CRM --> Configuration --> "
|
||
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
||
":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Buy credits from the lead mining settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78
|
||
msgid ""
|
||
"Credits may also be purchased by navigating to the :menuselection:`Settings "
|
||
"--> General Settings`. In the :guilabel:`In-App Purchases` section, under "
|
||
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
||
msgid "Buy credits in the Odoo IAP settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:87
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78
|
||
msgid ""
|
||
"Enterprise Odoo users with a valid subscription get free credits to test "
|
||
":abbr:`IAP (In-App Purchase)` 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/sales/crm/acquire_leads/lead_mining.rst:92
|
||
msgid ":doc:`/applications/essentials/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
|
||
msgid "Send quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
|
||
msgid ""
|
||
"When you qualify a lead into an opportunity you will most likely need to "
|
||
"send them a quotation. You can directly do this in the CRM App with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12
|
||
msgid "Create a new quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
|
||
msgid ""
|
||
"By clicking on any opportunity or lead, you will see a *New Quotation* "
|
||
"button, it will bring you into a new menu where you can manage your quote."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21
|
||
msgid ""
|
||
"You will find all your quotes to that specific opportunity under the "
|
||
"*Quotations* menu on that page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28
|
||
msgid "Mark them won/lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30
|
||
msgid ""
|
||
"Now you will need to mark your opportunity as won or lost to move the "
|
||
"process along."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
|
||
msgid ""
|
||
"If you mark them as won, they will move to your *Won* column in your Kanban "
|
||
"view. If you however mark them as *Lost* they will be archived."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize.rst:5
|
||
msgid "Optimize your Day-to-Day work"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
|
||
msgid "How to motivate and reward my salespeople?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
|
||
msgid ""
|
||
"Challenging your employees to reach specific targets with goals and rewards "
|
||
"is an excellent way to reinforce good habits and improve your salespeople "
|
||
"productivity. The Gamification module gives you simple and creative ways to "
|
||
"motivate and evaluate your employees with real-time recognition and badges "
|
||
"inspired by game mechanics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:13
|
||
msgid ""
|
||
"Install the *Gamification* module, or the *CRM gamification* one, which adds"
|
||
" some useful data (goals and challenges) that can be used on *CRM/Sale*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View of the gamification module being installed in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:21
|
||
msgid "Create a challenge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:23
|
||
msgid ""
|
||
"Now, create your first challenge by going to :menuselection:`Settings --> "
|
||
"Gamification Tools --> Challenges`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
|
||
msgid ""
|
||
"As the gamification tool is a one-time technical setup, you need to activate"
|
||
" the technical features in order to access the configuration. To do so, go "
|
||
"to *Settings* and *Activate the developer mode*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View if the gamification tools menu in Odoo Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:35
|
||
msgid ""
|
||
"A challenge is a mission that you send to your sales team. It can include "
|
||
"one or several goals, set for a specific period of time. Configure your "
|
||
"challenge as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
|
||
msgid "Assign the salespeople to be challenged;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:39
|
||
msgid "Assign a responsible;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
|
||
msgid "Set up the periodicity along with the start and the end date;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:41
|
||
msgid "Select your goals;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:42
|
||
msgid "Set up your rewards (badges)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:45
|
||
msgid ""
|
||
"Badges are granted when a challenge is finished. This is either at the end "
|
||
"of a running period (eg: end of the month for a monthly challenge), at the "
|
||
"end date of a challenge (if no periodicity is set), or when the challenge is"
|
||
" manually closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:49
|
||
msgid ""
|
||
"In the example below, 2 employees are being challenged with a *Monthly Sales"
|
||
" Target*. The challenge is based on 2 goals: the total amount invoiced and "
|
||
"number of new leads generated. At the end of the month, the winner will be "
|
||
"granted with a badge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid ""
|
||
"View of the challenge form and a challenge being created for Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:58
|
||
msgid "Set up goals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:60
|
||
msgid ""
|
||
"The users can be evaluated using goals and numerical objectives to reach."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
|
||
msgid ""
|
||
"**Goals** are assigned through *challenges* that evaluate (see image above) "
|
||
"and compare members of a team throughout time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:66
|
||
msgid ""
|
||
"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
|
||
"new item*, under *Goals*. Select the business object according to your "
|
||
"company's needs. Examples: number of new leads, time to qualify a lead, "
|
||
"total amount invoiced in a specific week, month or any other time frame "
|
||
"based on your management preferences, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid ""
|
||
"View of the goal definition form and a goal definition being created for "
|
||
"Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:73
|
||
msgid ""
|
||
"Goals may include your database setup as well (e.g. set your company data "
|
||
"and a timezone, create new users, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:77
|
||
msgid "Set up rewards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:79
|
||
msgid ""
|
||
"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"
|
||
" --> Gamification Tools --> Badges`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View of the badges page in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3
|
||
msgid "Lead enrichment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5
|
||
msgid ""
|
||
"*Lead enrichment* is a service that provides business information for a "
|
||
"contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that"
|
||
" requires credits to use, and is available for existing leads in an Odoo "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9
|
||
msgid ""
|
||
"The information provided by lead enrichment can include general information "
|
||
"about the business (including full business name and logo), social media "
|
||
"accounts, :guilabel:`Company type`, :guilabel:`Founded` information, "
|
||
":guilabel:`Sectors` information, the number of :guilabel:`Employees`, "
|
||
":guilabel:`Estimated revenue`, :guilabel:`Phone` number, "
|
||
":guilabel:`Timezone`, and :guilabel:`Technologies Used`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21
|
||
msgid ""
|
||
"The *leads* feature **must** be activated in the *CRM* settings page in "
|
||
"order to use lead enrichment. To access the *CRM* settings, navigate to "
|
||
":menuselection:`CRM app --> Configuration --> Settings`. Under the "
|
||
":guilabel:`CRM` section activate the :guilabel:`Leads` option and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27
|
||
msgid "Lead enrichment set up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29
|
||
msgid ""
|
||
"To set up lead enrichment in the *CRM* application, navigate to "
|
||
":menuselection:`CRM app --> Configuration --> Settings`. Then, under the "
|
||
":guilabel:`Lead Generation` section, tick the checkbox next to "
|
||
":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on "
|
||
"demand only` or :guilabel:`Enrich all leads automatically`. Click the "
|
||
":guilabel:`Save` button to activate the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
||
msgid ""
|
||
"CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n"
|
||
"leads on demand only chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41
|
||
msgid "Enrich leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43
|
||
msgid ""
|
||
"Enrichment of leads is based on the domain of the email address of the "
|
||
"customer set on the lead. There are two different ways that a lead can be "
|
||
"enriched: *automatically* or *manually*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47
|
||
msgid "Automatically enrich leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49
|
||
msgid ""
|
||
"During set up, if :guilabel:`Enrich all leads automatically` was selected on"
|
||
" the *CRM* :guilabel:`Settings` page, then no action needs to be taken by "
|
||
"the user to enrich the lead. A scheduled action runs automatically, every "
|
||
"sixty minutes, and enrichment occurs on leads, after a remote database is "
|
||
"contacted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55
|
||
msgid ""
|
||
"To access the cron that runs for the automatic lead enrichment, activate "
|
||
":ref:`developer mode <developer-mode>`, and navigate to "
|
||
":menuselection:`Settings app --> Technical menu --> Automation section --> "
|
||
"Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click "
|
||
"into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any "
|
||
"necessary adjustments. In the :guilabel:`Execute Every` field, enter a value"
|
||
" greater than, or equal to, five minutes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62
|
||
msgid ""
|
||
"The following is an example of lead enrichment data that has been "
|
||
"autocompleted successfully:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0
|
||
msgid "Chatter showing lead enrichment data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69
|
||
msgid "Manually enrich leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71
|
||
msgid ""
|
||
"If the :guilabel:`Enrich leads on demand only` option was selected on the "
|
||
"*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead "
|
||
"Enrichment`, each lead that a user wishes to enrich **must** be manually "
|
||
"enriched. This is achieved by clicking the :guilabel:`Enrich` button in the "
|
||
"top menu of the lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76
|
||
msgid ""
|
||
"The same information will be retrieved at the same :abbr:`IAP (In-App "
|
||
"Puchase)` credit cost (one per enrichment). This method of enrichment is "
|
||
"useful when every lead does not need to be enriched, or cost is an issue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
||
msgid "Manual enrich button feature highlighted on the CRM lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85
|
||
msgid ""
|
||
"Manually enrich leads in bulk using the *list* view. First, navigate to "
|
||
":menuselection:`CRM app --> Leads`, and click the list view button "
|
||
"(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for"
|
||
" the leads that should be manually enriched. Finally, click the "
|
||
":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting"
|
||
" drop-down menu. This can also be achieved from the *My Pipeline* page. To "
|
||
"do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->"
|
||
" Sales --> My Pipeline`. Either route reveals leads and opportunities on the"
|
||
" :guilabel:`Pipeline` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96
|
||
msgid ""
|
||
"Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead "
|
||
"costs one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99
|
||
msgid ""
|
||
"See here for full pricing information: `Lead Generation by Odoo IAP "
|
||
"<https://iap.odoo.com/iap/in-app-services/273>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102
|
||
msgid ""
|
||
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
|
||
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
||
":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
||
msgid "Buy credits from the lead enrichment settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110
|
||
msgid ""
|
||
"Credits and balances may also be purchased by navigating to the "
|
||
":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under "
|
||
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83
|
||
msgid ":doc:`../../../essentials/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122
|
||
msgid ""
|
||
"When collecting a company's contact information, make sure to be aware of "
|
||
"the latest EU regulations. For more information about General Data "
|
||
"Protection Regulation, refer to: `Odoo GDPR <http://odoo.com/gdpr>`__."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
|
||
msgid "Enrich contacts with partner autocomplete"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
|
||
msgid ""
|
||
"*Partner autocomplete* enriches the contacts database with corporate data. "
|
||
"In any module, enter the new company name into the :guilabel:`Customer` "
|
||
"field (`partner_id` technical field), and select one of the companies "
|
||
"suggested in the drop-down menu. Instantly get valuable company information "
|
||
"full of hard-to-find data for a desired company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
|
||
msgid ""
|
||
"A company **cannot** already be manually entered in the *Contacts* "
|
||
"application prior to enriching it with data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14
|
||
msgid ""
|
||
"The information provided by partner autocomplete can include general "
|
||
"information about the business (including full business name and logo), "
|
||
"social media accounts, :guilabel:`Company type`, :guilabel:`Founded` "
|
||
"information, :guilabel:`Sectors` information, the number of "
|
||
":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` "
|
||
"number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21
|
||
msgid ""
|
||
"When getting a company's contact information make sure to be aware of the "
|
||
"latest EU regulations. For more information about General Data Protection "
|
||
"Regulation refer to: `Odoo GDPR <http://odoo.com/gdpr>`_. In Odoo, "
|
||
"individual contact information cannot be searched for with the partner "
|
||
"autocomplete feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29
|
||
msgid ""
|
||
"Go to :menuselection:`Settings app --> Contacts section`. Then, activate the"
|
||
" :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside "
|
||
"it, and clicking :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid "View of settings page and the activations of the feature in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37
|
||
msgid "Enrich contacts with corporate data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
|
||
msgid ""
|
||
"From any module, as the user is typing in the name of a new company contact,"
|
||
" Odoo reveals a large drop-down menu of potential match suggestions. If any "
|
||
"are selected, the contact is then populated with corporate data related to "
|
||
"that specific selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43
|
||
msgid "For example, after typing `Odoo`, the following information populates:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid "Creating a new contact in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49
|
||
msgid ""
|
||
"In the chatter, the following information populates about the company, after"
|
||
" clicking on the desired pre-populated contact:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid ""
|
||
"View of the information being shown about odoo with the autocomplete option "
|
||
"in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57
|
||
msgid ""
|
||
"Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is"
|
||
" entered instead of company name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63
|
||
msgid ""
|
||
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
||
" prepaid credits to be used. Each request consumes one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66
|
||
msgid ""
|
||
"To buy credits, go to :menuselection:`Settings app --> Contacts section`. "
|
||
"Then, locate either the :guilabel:`Partner Autocomplete` feature and click "
|
||
":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and "
|
||
"click :guilabel:`View My Services`. From the resulting page, select a "
|
||
"desired package."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72
|
||
msgid ""
|
||
"If the database runs out of credits, the only information populated when "
|
||
"clicking on the suggested company will be the website link and the logo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75
|
||
msgid "Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3
|
||
msgid "Utilize activities for sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_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/sales/crm/optimize/utilize_activities.rst:13
|
||
msgid ""
|
||
"The summary view of activities for leads and opportunities in an Odoo "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
|
||
msgid "Planned Activities for Leads and Opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16
|
||
msgid "Activity types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18
|
||
msgid ""
|
||
"A set of preconfigured activity types is available in the *CRM* app. To view"
|
||
" the list of available activity types, navigate to the :menuselection:`CRM "
|
||
"app --> Configuration --> Activity Types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22
|
||
msgid ""
|
||
"Additional activity types are available within the database, and can be "
|
||
"utilized through different applications. To access the complete list of "
|
||
"activity types, go to the :menuselection:`Settings app`, then scroll to the "
|
||
":guilabel:`Discuss` section, and click :guilabel:`Activity Types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27
|
||
msgid "The preconfigured activity types for the *CRM* app are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29
|
||
msgid ""
|
||
":guilabel:`Email`: adds a reminder to the chatter that prompts the "
|
||
"salesperson to send an email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30
|
||
msgid ""
|
||
":guilabel:`Call`: opens a calendar link where the salesperson can schedule "
|
||
"time to call the contact."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32
|
||
msgid ""
|
||
":guilabel:`Meeting`: opens a calendar link where the salesperson can "
|
||
"schedule time to have a meeting with the contact."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34
|
||
msgid ":guilabel:`To Do`: adds a general reminder task to the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35
|
||
msgid ""
|
||
":guilabel:`Upload Document`: adds a link on the activity where an external "
|
||
"document can be uploaded. Note that the *Documents* app is **not** required "
|
||
"to utilize this activity type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39
|
||
msgid ""
|
||
"If other applications are installed, such as *Sales* or *Accounting*, other "
|
||
"activity types are made available in the *CRM* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:43
|
||
msgid "Create a new activity type"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45
|
||
msgid ""
|
||
"To create a new activity type, click :guilabel:`New` at the top-left of the "
|
||
"page to open a blank form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:48
|
||
msgid ""
|
||
"At the top of the form, start by choosing a :guilabel:`Name` for the new "
|
||
"activity type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:51
|
||
msgid "Activity settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:54
|
||
msgid "Action"
|
||
msgstr "Dejanje"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56
|
||
msgid ""
|
||
"The *Action* field specifies the intent of the activity. Some actions "
|
||
"trigger specific behaviors after an activity is scheduled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:59
|
||
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/sales/crm/optimize/utilize_activities.rst:61
|
||
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/sales/crm/optimize/utilize_activities.rst:63
|
||
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/sales/crm/optimize/utilize_activities.rst-1
|
||
msgid ""
|
||
"The Activity settings on a new activity type with emphasis on the Action "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:71
|
||
msgid ""
|
||
"The actions available to select on an activity type vary, depending on the "
|
||
"applications currently installed in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:75
|
||
msgid "Default user"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77
|
||
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/sales/crm/optimize/utilize_activities.rst:82
|
||
msgid "Default summary"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84
|
||
msgid ""
|
||
"To include notes whenever this activity type is created, enter them into the"
|
||
" :guilabel:`Default Summary` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:88
|
||
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/sales/crm/optimize/utilize_activities.rst:93
|
||
msgid "Next activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95
|
||
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/sales/crm/optimize/utilize_activities.rst:99
|
||
msgid "Suggest next activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101
|
||
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/sales/crm/optimize/utilize_activities.rst-1
|
||
msgid "The Next Activity section on a new activity type form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:109
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:137
|
||
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/sales/crm/optimize/utilize_activities.rst:114
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:142
|
||
msgid ""
|
||
"This :guilabel:`Schedule` field information can be altered before the "
|
||
"activity is scheduled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144
|
||
msgid "When all configurations are complete, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:119
|
||
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/sales/crm/optimize/utilize_activities.rst:0
|
||
msgid ""
|
||
"A schedule activity pop-up with emphasis on the recommended activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:128
|
||
msgid "Trigger next activity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130
|
||
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/sales/crm/optimize/utilize_activities.rst:133
|
||
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/sales/crm/optimize/utilize_activities.rst:147
|
||
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/sales/crm/optimize/utilize_activities.rst:152
|
||
msgid "Activity tracking"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154
|
||
msgid ""
|
||
"To keep the pipeline up to date with the most accurate view of the status of"
|
||
" activities, as soon as a lead is interacted with, the associated activity "
|
||
"should be marked as *Done*. This ensures the next activity can be scheduled "
|
||
"as needed. It also prevents the pipeline from becoming cluttered with past "
|
||
"due activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:159
|
||
msgid ""
|
||
"The pipeline is most effective when it is kept up-to-date and accurate to "
|
||
"the interactions it is tracking."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:163
|
||
msgid "Activity plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:165
|
||
msgid ""
|
||
"Activity types with the *Chaining Type* set to *Trigger New Activity* "
|
||
"provide the opportunity to preplan a sequence of customized activities. Once"
|
||
" an activity is marked as *Done*, the next activity is automatically "
|
||
"scheduled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169
|
||
msgid ""
|
||
"The *Chaining Type* setting on an activity type provides the opportunity to "
|
||
"preplan a sequence of events, that can aide in the sales process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:173
|
||
msgid ""
|
||
"A salesperson adds a new lead to their pipeline, and schedules an *Email* "
|
||
"activity for the following day. The email activity type is configured with "
|
||
"the following settings:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:176
|
||
msgid ":guilabel:`Chaining Type`: `Suggest Next Activity`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:177
|
||
msgid ":guilabel:`Suggest`: `Call`, `Meeting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178
|
||
msgid ":guilabel:`Schedule`: `2 days after previous activity deadline`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:180
|
||
msgid ""
|
||
"After sending an email to the lead, the salesperson clicks :guilabel:`DONE &"
|
||
" SCHEDULE NEXT` on the :guilabel:`Schedule Activity` pop-up window. This "
|
||
"opens a new pop-up window, where the suggested next activities are listed as"
|
||
" recommendations for next steps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
|
||
msgid "Schedule an activity pop-up window with recommended activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188
|
||
msgid ""
|
||
"The *suggested* or *triggered* activities may vary, depending on a variety "
|
||
"of factors. See below for some suggested sequences:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:193
|
||
msgid "Sample #1"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195
|
||
msgid ""
|
||
"A salesperson adds a lead to the pipeline and schedules an *email* activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:196
|
||
msgid ""
|
||
"The *email* activity suggests scheduling a *call* or a *meeting* within two "
|
||
"days of the previous deadline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:198
|
||
msgid ""
|
||
"Both the *call* and the *meeting* activities trigger a *create quote* "
|
||
"activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:199
|
||
msgid ""
|
||
"After the quote is sent, a *follow-up on quote* activity is scheduled within"
|
||
" five days."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:201
|
||
msgid "Sample #2"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:203
|
||
msgid ""
|
||
"A lead is :doc:`added to the pipeline <../acquire_leads/generate_leads>` "
|
||
"through the website's contact form. The salesmanager assigns a salesperson "
|
||
"and schedules an activity for a *call*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:206
|
||
msgid ""
|
||
"The *call* activity triggers an *upload document* activity, so the "
|
||
"salesperson can send over a proposal after a successful phone call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208
|
||
msgid ""
|
||
"The *upload document* activity suggests scheduling a *request signature* "
|
||
"activity or a *meeting*. The salesperson chooses to schedule a meeting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:211
|
||
msgid "Sample #3"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213
|
||
msgid ""
|
||
"A salesmanager notices several of their salespeople are neglecting to "
|
||
"follow-up on their leads in a timely manner. As a result, high-value targets"
|
||
" are not receiving adequate attention."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216
|
||
msgid ""
|
||
"The salesmanager creates a new activity type, titled *follow-up*, which is "
|
||
"configured with the :guilabel:`Action` set to :guilabel:`Reminder`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218
|
||
msgid ""
|
||
"The salesmanager adds *follow-up* as the next activity triggered or "
|
||
"suggested to all of their teams activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:220
|
||
msgid ""
|
||
"After a salesperson schedules an *email* activity, a *follow-up* activity is"
|
||
" scheduled for the next day. After they schedule a *meeting* activity, a "
|
||
"*follow-up* activity is scheduled two days later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225
|
||
msgid ":doc:`Activities </applications/essentials/activities>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance.rst:5
|
||
msgid "Analyze performance"
|
||
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 ""
|
||
"Not all opportunities result in successful sales. In order to keep the "
|
||
"pipeline up to date, lost opportunities need to be identified. Specifying "
|
||
"the reason why an opportunity was lost provides additional insight that can "
|
||
"prove useful for future opportunities."
|
||
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 ""
|
||
"To mark a lead as lost, open the :menuselection:`CRM` application, and "
|
||
"select a lead from the pipeline, by clicking on its corresponding kanban "
|
||
"card. Doing so reveals that lead's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
|
||
msgid ""
|
||
"Then, click :guilabel:`Lost`, located at the top of the lead's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid ""
|
||
"Buttons from the top of an opportunity record with the lost button "
|
||
"emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21
|
||
msgid ""
|
||
"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an "
|
||
"existing lost reason. If no applicable reason is available, create a new one"
|
||
" by entering it into the :guilabel:`Lost Reason` field, and clicking "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25
|
||
msgid ""
|
||
"Additional notes and comments can be added below the lost reason designated "
|
||
"in the :guilabel:`Lost Reason` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28
|
||
msgid ""
|
||
"When all the desired information has been entered in the :guilabel:`Lost "
|
||
"Reason` pop-up window, click :guilabel:`Submit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Lost reasons popup with sample reasons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo "
|
||
"returns to the lead detail form, where a new red :guilabel:`Lost` banner is "
|
||
"now present in the upper-right corner of the lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
|
||
msgid "Create/edit lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
||
msgid ""
|
||
"To create a new lost reason, or edit an existing one, navigate to "
|
||
":menuselection:`CRM app --> Configuration --> Lost Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
|
||
msgid ""
|
||
"To edit an existing reason, click on the reason that should be modified. "
|
||
"When clicked, that reason becomes highlighted. Once highlighted, change the "
|
||
"description of the selected lost reason by editing the "
|
||
":guilabel:`Description` field. When done, click :guilabel:`Save` in the "
|
||
"upper-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48
|
||
msgid ""
|
||
"To create a new lost reason, click :guilabel:`Create` in the upper-left "
|
||
"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank "
|
||
"line in the :guilabel:`Description` field. Then, proceed to type in the new "
|
||
"lost reason in that new line. Once ready, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54
|
||
msgid "Retrieve lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56
|
||
msgid ""
|
||
"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM "
|
||
"app` to the main :guilabel:`Pipeline` dashboard. Then, click the "
|
||
":guilabel:`Filters` drop-down menu, located beneath the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Search bar with lost filter emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64
|
||
msgid ""
|
||
"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` "
|
||
"option. Upon selecting :guilabel:`Lost`, only the leads that have been "
|
||
"marked as `Lost` appear on the :guilabel:`Pipeline` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68
|
||
msgid ""
|
||
"To filter leads by a specific lost reason, select :menuselection:`Filters "
|
||
"--> Add Custom Filter`. Doing so reveals another drop-down menu with three "
|
||
"fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
|
||
msgid ""
|
||
"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the "
|
||
"second field drop-down menu, select :guilabel:`Contains`. Then, in the third"
|
||
" field of the :guilabel:`Add Custom Field` sub menu, type in the specific "
|
||
"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking "
|
||
":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that "
|
||
"contains that specified keyword(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Search bar with custom filter added for lost reason."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81
|
||
msgid "Restore lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83
|
||
msgid ""
|
||
"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` "
|
||
"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and"
|
||
" select the :guilabel:`Lost` option. Doing so reveals all the lost "
|
||
"opportunities on the :guilabel:`Pipeline` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87
|
||
msgid ""
|
||
"Then, click on the kanban card of the desired lost opportunity to restore, "
|
||
"which opens that lead's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90
|
||
msgid ""
|
||
"From the lost lead's detail form, click :guilabel:`Restore` in the upper-"
|
||
"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead "
|
||
"form, signifying the lead has been restored."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Lost opportunity with emphasis on the Restore button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98
|
||
msgid "Restore multiple opportunities at once"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100
|
||
msgid ""
|
||
"To restore multiple opportunities at once, navigate to the main "
|
||
":guilabel:`Pipeline` dashboard in the *CRM* app, open the "
|
||
":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103
|
||
msgid ""
|
||
"Next, select the list view option, which is represented by the three-line "
|
||
":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the"
|
||
" leads from the :guilabel:`Pipeline` page in a list form. With the list form"
|
||
" chosen, select the checkbox to the left of each desired opportunity/lead to"
|
||
" be restored."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108
|
||
msgid ""
|
||
"Once the desired opportunities/leads have been selected, click the "
|
||
":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the "
|
||
":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down "
|
||
"menu, select :guilabel:`Unarchive`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112
|
||
msgid ""
|
||
"Doing so removes those selected lost opportunities from the "
|
||
":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter "
|
||
"criteria. To reveal these newly-restored leads, delete the `Lost` filter "
|
||
"from the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Action button from list view with the Unarchive option emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121
|
||
msgid ":doc:`../performance/win_loss`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:41
|
||
msgid "Merge similar leads and opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5
|
||
msgid ""
|
||
"Odoo automatically detects similar *leads* and *opportunities* within the "
|
||
"**CRM** app. These identified duplicate records can be merged, without "
|
||
"losing any information in the process. Doing so keep the pipeline organized,"
|
||
" and prevents customers from being contacted by more than one salesperson."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15
|
||
msgid "Identify similar leads and opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17
|
||
msgid ""
|
||
"Similar leads and opportunities are identified by comparing the email "
|
||
"address and phone number of the associated contact. If a similar "
|
||
"lead/opportunity is found, a *Similar Leads* smart button appears at the top"
|
||
" of the lead (or opportunity) record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
|
||
msgid "An opportunity record with emphasis on the Similar Leads smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26
|
||
msgid "Compare similar leads and opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28
|
||
msgid ""
|
||
"To compare the details of similar leads/opportunities, navigate to "
|
||
":menuselection:`CRM app --> Sales --> My Pipeline`, or :menuselection:`CRM "
|
||
"app --> Leads`. Open a lead or opportunity, and click the :guilabel:`Similar"
|
||
" Leads` smart button. Doing so opens an :guilabel:`Opportunities` page, in "
|
||
"Kanban view, that only displays similar leads/opportunities. Click on a card"
|
||
" to view the details for the lead/opportunity, and confirm if they should be"
|
||
" merged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35
|
||
msgid ""
|
||
"*Leads* will not appear in the header menu unless the leads feature has been"
|
||
" activated. This can be done by navigating to :guilabel:`CRM app --> "
|
||
"Configuration --> Settings` and ticking the checkbox next to "
|
||
":guilabel:`Leads`, then clicking :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:49
|
||
msgid ""
|
||
"After confirming the leads/opportunities should be merged, return to the "
|
||
":guilabel:`Opportunities` page, in Kanban view, using the breadcrumb link, "
|
||
"or by clicking the :guilabel:`Similar Leads` smart button on the opportunity"
|
||
" form. Click the :icon:`oi-view-list` :guilabel:`(list)` icon to change to "
|
||
"list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:54
|
||
msgid ""
|
||
"Tick the checkbox on the left of the page for the leads/opportunities to be "
|
||
"merged. Then, click the :icon:`fa-cog` :guilabel:`Action` icon at the top of"
|
||
" the page, to reveal a drop-down menu. From that drop-down menu, select the "
|
||
":guilabel:`Merge` option to merge the selected opportunities or leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:59
|
||
msgid ""
|
||
"When :guilabel:`Merge` is selected from the :icon:`fa-cog` "
|
||
":guilabel:`Action` drop-down menu, a :guilabel:`Merge` pop-up modal appears."
|
||
" In that pop-up modal, under the :guilabel:`Assign opportunities to` "
|
||
"section, optionally select a :guilabel:`Salesperson` and :guilabel:`Sales "
|
||
"Team` from the appropriate drop-down menus."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:64
|
||
msgid ""
|
||
"Below those fields, the leads/opportunities to merge are listed, along with "
|
||
"their related information. To add more, click :guilabel:`Add a line`, tick "
|
||
"the checkbox next to the desired leads/opportunities from the resulting "
|
||
":guilabel:`Add: Leads/Opportunities' pop-up modal, then click the "
|
||
":guilabel:`Select` button. The additional selections now appear in the list."
|
||
" To merge those selected leads/opportunities, click :guilabel:`Merge`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:70
|
||
msgid ""
|
||
"The pop-up window disappears, and the detail card for the merged "
|
||
"opportunity/lead appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
|
||
msgid ""
|
||
"List of similar leads and opportunities selected for merge in the CRM app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:77
|
||
msgid ""
|
||
"Merging is an irreversible action. Do **not** merge leads/opportunities "
|
||
"unless absolutely certain they should be combined."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:81
|
||
msgid "When leads/opportunities should not be merged"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83
|
||
msgid ""
|
||
"There may be instances where a similar lead or opportunity is identified, "
|
||
"but should *not* be merged. These circumstances vary, based on the processes"
|
||
" of the sales team and organization. Some potential scenarios are listed "
|
||
"below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:88
|
||
msgid "Lost leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90
|
||
msgid ""
|
||
"If a lead/opportunity has been marked as :doc:`lost <lost_opportunities>`, "
|
||
"it can still be merged with an active lead or opportunity. The resulting "
|
||
"lead/opportunity is marked active, and added to the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:95
|
||
msgid "Different contact within an organization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:97
|
||
msgid ""
|
||
"Leads/opportunities from the same organization, but with different points of"
|
||
" contact, may not have the same needs. In this case, it is beneficial to "
|
||
"*not* merge these records, though assigning the same salesperson, or sales "
|
||
"team, can prevent duplicated work and miscommunication."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:102
|
||
msgid "Duplicates with more than one salesperson"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:104
|
||
msgid ""
|
||
"If more than one lead/opportunity exists in the database, there may be "
|
||
"multiple salespeople assigned to them, who are actively working on them "
|
||
"independently. While these leads/opportunities may need to be managed "
|
||
"separately, it is recommended that any affected salespeople be tagged in an "
|
||
"internal note for visibility."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:110
|
||
msgid "Contact information is similar, but not identical"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:112
|
||
msgid ""
|
||
"Similar leads and opportunities are identified by comparing the email "
|
||
"addresses and phone numbers of the associated contacts. However, if the "
|
||
"email address is similar, but not identical, they may need to remain "
|
||
"independent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:117
|
||
msgid ""
|
||
"Three different leads were added to the pipeline, and assigned to different "
|
||
"salespeople. They were identified as *Similar Leads*, due to the email "
|
||
"addresses of the contacts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:120
|
||
msgid ""
|
||
"Two of the leads appear to come from the same individual, `Robin`, and have "
|
||
"identical email addresses. These leads should be merged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:123
|
||
msgid ""
|
||
"The third lead has the same email domain, but the address is different, as "
|
||
"is the contact name. While this lead is most likely from the same "
|
||
"organization, it is from a different contact, and should **not** be merged."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0
|
||
msgid ""
|
||
"List of similar leads with emphasis on the contact information in the CRM "
|
||
"app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
|
||
msgid "Multiple sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5
|
||
msgid ""
|
||
"Use the *Sales Teams* feature to manage several sales teams, departments, or"
|
||
" channels, each with their own unique sales processes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10
|
||
msgid "Create a new sales team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12
|
||
msgid ""
|
||
"To create a new sales team, go to :menuselection:`CRM --> Configuration --> "
|
||
"Sales Teams`, then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:15
|
||
msgid ""
|
||
"On the creation page, set an :guilabel:`Email Alias` to automatically "
|
||
"generate a lead/opportunity for this sales team every time a message is sent"
|
||
" to that unique email address. Choose whether to accept emails from "
|
||
":guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or "
|
||
":guilabel:`Followers Only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:20
|
||
msgid ""
|
||
"Set an :guilabel:`Invoicing Target` if this team has specific monthly "
|
||
"revenue goals. Set a :guilabel:`Domain` to assign leads/opportunities to "
|
||
"this sales team based on specific filters, such as country, language, or "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Create a sales team in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29
|
||
msgid "Add members to a sales team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:31
|
||
msgid ""
|
||
"To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab"
|
||
" when editing the sales team's configuration page. Select a salesperson from"
|
||
" the drop-down menu or create new salesperson. Set a maximum number of leads"
|
||
" that can be assigned to this salesperson in a 30-day period to ensure that "
|
||
"they do not overwork."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Add a salesperson in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40
|
||
msgid ""
|
||
"One person can be added as a team member or :guilabel:`Team Leader` to "
|
||
"multiple sales teams, allowing them to access all of the pipelines that they"
|
||
" need to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44
|
||
msgid "Sales team dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46
|
||
msgid ""
|
||
"To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> "
|
||
"Teams`. Odoo users will see any teams that they are a part of as dashboard "
|
||
"tiles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:49
|
||
msgid ""
|
||
"Each tile gives an overview of the sales team's open opportunities, "
|
||
"quotations, sales orders, and expected revenue, as well as a bar graph of "
|
||
"new opportunities per week and an invoicing progress bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Sales team overview dashboard in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:57
|
||
msgid ""
|
||
"Click on the three dots in the corner of a tile to open a navigational menu "
|
||
"that lets users quickly view documents or reports, create new quotations or "
|
||
"opportunities, pick a color for this team, or access the team's "
|
||
"configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid ""
|
||
"Click the Three Dot Menu in Odoo CRM dashboard to view documents and create "
|
||
"opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:65
|
||
msgid ""
|
||
"Click on the :guilabel:`Pipeline` button to go directly to that team's CRM "
|
||
"pipeline."
|
||
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 with predictive lead scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
||
msgid ""
|
||
"The Odoo **CRM** app can automatically assign leads/opportunities to sales "
|
||
"teams and salespeople. A standard practice is to assign leads based on the "
|
||
"probability of winning each lead. Companies can prioritize the leads that "
|
||
"are more likely to result in successful deals by quickly assigning them to "
|
||
"the appropriate salespeople."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
|
||
msgid ""
|
||
"Odoo automatically calculates the probability of winning each lead using a "
|
||
"method called *predictive lead scoring*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
|
||
msgid "Predictive lead scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
|
||
msgid ""
|
||
"Predictive lead scoring is a machine-learning model that uses historical "
|
||
"data from Odoo **CRM** to score open leads/opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
|
||
msgid ""
|
||
"As a company processes opportunities through the CRM pipeline, Odoo collects"
|
||
" data on which opportunities are won and lost. Predictive lead scoring uses "
|
||
"this data to predict the probability of winning each new lead or "
|
||
"opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
|
||
msgid ""
|
||
"The more opportunities that are sent through the CRM pipeline, the more data"
|
||
" Odoo collects, resulting in more accurate probabilities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
|
||
msgid ""
|
||
"Specifically, Odoo's predictive lead scoring uses the *naive Bayes* "
|
||
"probability model:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28
|
||
msgid ""
|
||
"\\begin{equation}\n"
|
||
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
|
||
"\\end{equation}\n"
|
||
"\n"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
|
||
msgid "Breaking down the equation:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35
|
||
msgid ":math:`P(A|B)` = probability of a successful lead in this *case*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36
|
||
msgid ""
|
||
":math:`P(A)` = overall probability of a lead being successful, regardless of"
|
||
" the conditions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37
|
||
msgid ""
|
||
":math:`P(B|A)` = probability of this being the *case*, given a lead is "
|
||
"successful"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38
|
||
msgid ":math:`P(B)` = probability of this being the *case*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
||
msgid ""
|
||
"The term *case* refers to the variables that can affect a lead being "
|
||
"successful in Odoo. This can include variables, such as the assigned "
|
||
"salesperson, the source of the lead, the language of the lead, and other "
|
||
"historical and demographic data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
|
||
msgid ""
|
||
"The variables considered in this calculation can be :ref:`configured "
|
||
"<lead_scoring/configuration>` to tailor the calculation to each business's "
|
||
"needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47
|
||
msgid ""
|
||
"The probability of success for each opportunity is displayed on the "
|
||
"opportunity form, and updates automatically, as the opportunity progresses "
|
||
"through the CRM pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid "The probability of success displayed on the opportunity form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54
|
||
msgid ""
|
||
"When an opportunity moves to the next stage, its probability of success "
|
||
"automatically increases, according to the predictive lead scoring algorithm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||
msgid ""
|
||
"Predictive lead scoring is always active in Odoo **CRM**. However, the "
|
||
"variables used to calculate the probability of success can be customized in "
|
||
"the settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
|
||
msgid ""
|
||
"To customize the variables used by predictive lead scoring, go to "
|
||
":menuselection:`CRM app --> Configuration --> Settings`. Under "
|
||
":guilabel:`Predictive Lead Scoring`, click the :guilabel:`Update "
|
||
"Probabilities` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69
|
||
msgid ""
|
||
"Then, click on the drop-down menu to choose which variables the predictive "
|
||
"lead scoring feature will take into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid ""
|
||
"The Update Probabilities window in the Predictive Lead Scoring settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
|
||
msgid "Any number of the following variables can be activated:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78
|
||
msgid ""
|
||
":guilabel:`State`: the geographical state from which the opportunity "
|
||
"originates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
|
||
msgid ""
|
||
":guilabel:`Country`: the geographical country from which the opportunity "
|
||
"originates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80
|
||
msgid ""
|
||
":guilabel:`Phone Quality`: whether or not a phone number is listed for the "
|
||
"opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81
|
||
msgid ""
|
||
":guilabel:`Email Quality`: whether or not an email address is listed for the"
|
||
" opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
|
||
msgid ""
|
||
":guilabel:`Source`: the source of an opportunity (e.g. search engine, social"
|
||
" media)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83
|
||
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
|
||
msgid ":guilabel:`Tags`: the tags placed on the opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87
|
||
msgid ""
|
||
"The variables `Stage` and `Team` are always in effect. `Stage` refers to the"
|
||
" CRM pipeline stage that an opportunity is in. `Team` refers to the sales "
|
||
"team that is assigned to an opportunity. Predictive lead scoring *always* "
|
||
"takes into account these two variables, regardless of which optional "
|
||
"variables are selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
|
||
msgid ""
|
||
"Next, click on the date field next to the option :guilabel:`Consider leads "
|
||
"created as of the:` to select the date from which predictive lead scoring "
|
||
"will begin its calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95
|
||
msgid "Lastly, click :guilabel:`Confirm` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98
|
||
msgid "Change the probability manually"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100
|
||
msgid ""
|
||
"An opportunity's probability of success can be changed manually on the "
|
||
"opportunity form. Click on the probability number to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104
|
||
msgid ""
|
||
"Manually changing the probability removes the automatic probability updates "
|
||
"for that opportunity. The probability no longer updates automatically, as "
|
||
"the opportunity moves through each stage of the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
|
||
msgid ""
|
||
"To reactivate automatic probability, click on the :icon:`fa-cog` "
|
||
":guilabel:`(gear) icon next to the :guilabel:`Probability` percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid ""
|
||
"The gear icon used to reactivate automatic probability on an opportunity "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:116
|
||
msgid "Assign leads based on probability"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:118
|
||
msgid ""
|
||
"Odoo **CRM** can assign leads/opportunities to sales teams and salespeople, "
|
||
"based on specified rules. Create assignment rules, based on the leads' "
|
||
"probability of success, to prioritize those that are more likely to result "
|
||
"in deals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123
|
||
msgid "Configure rule-based assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:125
|
||
msgid ""
|
||
"To activate *Rule-Based Assignment*, navigate to :menuselection:`CRM app -->"
|
||
" Configuration --> Settings`, and tick the :guilabel:`Rule-Based Assignment`"
|
||
" checkbox. Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128
|
||
msgid ""
|
||
"The :guilabel:`Rule-Based Assignment`` feature can be set to run "
|
||
":guilabel:`Manually`, meaning an Odoo user **must** manually trigger the "
|
||
"assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically "
|
||
"trigger the assignment according to the chosen time period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:132
|
||
msgid ""
|
||
"To set up automatic lead assignment, select :guilabel:`Repeatedly` for the "
|
||
":guilabel:`Running` section. Then, customize how often Odoo will trigger the"
|
||
" automatic assignment in the :guilabel:`Repeat every` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid "The Rule-Based Assignment setting in CRM settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:140
|
||
msgid ""
|
||
"If :guilabel:`Rule-Based Assignment` is set to run :guilabel:`Repeatedly`, "
|
||
"the assignment can still be triggered manually using the circular arrow icon"
|
||
" in the :guilabel:`Rule-Based Assignment` settings (or using the "
|
||
":guilabel:`Assign Leads` button on the sales team configuration page)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:145
|
||
msgid "Configure assignment rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:147
|
||
msgid ""
|
||
"Next, configure the *assignment rules* for each sales team and/or "
|
||
"salesperson. These rules determine which leads Odoo assigns to which people."
|
||
" To get started, navigate to :menuselection:`CRM app --> Configuration --> "
|
||
"Sales Teams`, and select a sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:151
|
||
msgid ""
|
||
"On the sales team configuration form, under :guilabel:`Assignment Rules`, "
|
||
"click :guilabel:`Edit Domain` to configure the rules that Odoo uses to "
|
||
"determine lead assignment for this sales team. The rules can include "
|
||
"anything that may be relevant for this company or team, and any number of "
|
||
"rules can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:156
|
||
msgid ""
|
||
"Click :guilabel:`Add Filter` to start creating assignment rules. Click on "
|
||
"the :guilabel:`+` sign on the right of the assignment rule to add another "
|
||
"line. Click on the :guilabel:`x` symbol to remove the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160
|
||
msgid ""
|
||
"To create an assignment rule based on an opportunity's probability of "
|
||
"success, click on the far left drop-down menu of an assignment rule line, "
|
||
"and select :guilabel:`Probability`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:163
|
||
msgid ""
|
||
"From the middle drop-down menu, select the desired equation symbol—most "
|
||
"likely the symbol for *greater than*, *less than*, *greater than or equal "
|
||
"to*, or *less than or equal to*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:166
|
||
msgid ""
|
||
"In the far right space, enter the desired number value of the probability. "
|
||
"Finally, click :guilabel:`Save` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170
|
||
msgid ""
|
||
"To configure an assignment rule such that a sales team receives leads that "
|
||
"have a probability of success of 20% or greater, create a :guilabel:`Domain`"
|
||
" line that reads: `Probability >= 20`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0
|
||
msgid ""
|
||
"Sales team domain set to probability greater than or equal to twenty "
|
||
"percent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:177
|
||
msgid ""
|
||
"Separate assignment rules can also be configured for individual team "
|
||
"members. From the sales team configuration page, click on a team member in "
|
||
"the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click"
|
||
" :guilabel:`Save` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:181
|
||
msgid ""
|
||
"If automatic lead assignment is configured in the settings, both the sales "
|
||
"team and individual team members have the option to :guilabel:`Skip auto "
|
||
"assignment`. Check this box to omit a particular sales team or salesperson "
|
||
"from being assigned leads automatically by Odoo's Rule-Based Assignment "
|
||
"feature. If :guilabel:`Skip auto assignment` is activated, the sales team or"
|
||
" salesperson can still be assigned leads manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:187
|
||
msgid ""
|
||
"To manually assign leads to this sales team, click on the :guilabel:`Assign "
|
||
"Leads` button at the top of the sales team configuration page. This will "
|
||
"assign any leads that are currently unassigned and match this team's "
|
||
"specified domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:3
|
||
msgid "Members"
|
||
msgstr "Člani"
|
||
|
||
#: ../../content/applications/sales/members.rst:5
|
||
msgid ""
|
||
"The **Members** application is where all operations related to memberships "
|
||
"can be configured and managed. The **Members** app integrates with the "
|
||
"**Sales** and **Accounting** applications to sell and invoice memberships "
|
||
"directly to customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:10
|
||
msgid "Membership products"
|
||
msgstr "Opcije članstva"
|
||
|
||
#: ../../content/applications/sales/members.rst:12
|
||
msgid ""
|
||
"To create a new membership product, navigate to :menuselection:`Members app "
|
||
"--> Configuration --> Membership Products`, and click :guilabel:`New` to "
|
||
"open a blank product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:15
|
||
msgid ""
|
||
"On the new product form, enter a name for the product in the field under "
|
||
":guilabel:`Product Name`. Use the two blank fields to the right of "
|
||
":guilabel:`Membership Duration` to set a date from which the membership "
|
||
"becomes active. Finally, use the :guilabel:`Membership Fee` field to set the"
|
||
" price at which the product is sold to customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:20
|
||
msgid "The following optional fields can also be configured for each product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:22
|
||
msgid ""
|
||
":guilabel:`Internal Reference`: Set an internal reference number for the "
|
||
"product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:23
|
||
msgid ":guilabel:`Product Category`: Set a category for the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:24
|
||
msgid ""
|
||
":guilabel:`Company`: Set the company inventory for the product to appear in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:25
|
||
msgid ":guilabel:`Active`: Hide a product without removing it from inventory."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:26
|
||
msgid ""
|
||
":guilabel:`Visible on current website`: Make the product visible to "
|
||
"customers on the current website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:28
|
||
msgid ":guilabel:`Description`: Set an internal product description."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:29
|
||
msgid ""
|
||
":guilabel:`Sales Description`: Set a product description that is visible on "
|
||
"quotations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:30
|
||
msgid ""
|
||
":guilabel:`Income Account`: Use a different value than the default from the "
|
||
"product category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:31
|
||
msgid ":guilabel:`Taxes`: Set the default tax used when selling this product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:34
|
||
msgid ""
|
||
"Membership products require a start and end date, as they are used to "
|
||
"determine :ref:`membership status <sales/membership-status>`. Membership "
|
||
"products can be sold *before* their active start date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst-1
|
||
msgid "A new membership product in the members app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:42
|
||
msgid ""
|
||
"Membership products can be added to a sales order, and invoiced as regular "
|
||
"products or subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:46
|
||
msgid "Activate a membership"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:48
|
||
msgid ""
|
||
"To activate a membership from the **Contacts** application, navigate to the "
|
||
":menuselection:`Contacts app`, and click on a contact to open that specific "
|
||
"contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:51
|
||
msgid ""
|
||
"From the contact form, open the :guilabel:`Membership` tab, and click "
|
||
":guilabel:`Buy Membership`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:55
|
||
msgid ""
|
||
"To successfully buy a membership, both the :guilabel:`Account Receivable` "
|
||
"and :guilabel:`Account Payable` lines **must** be configured for that "
|
||
"contact. These can be found in the contact form's :guilabel:`Accounting` "
|
||
"tab, under the :guilabel:`Accounting entries` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:59
|
||
msgid ""
|
||
"On the :guilabel:`Join Membership` pop-up window that appears, select a "
|
||
":guilabel:`Membership` from the drop-down menu. Then, configure a "
|
||
":guilabel:`Member Price`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:62
|
||
msgid ""
|
||
"Click :guilabel:`Invoice Membership` when both fields are filled in. Doing "
|
||
"so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be "
|
||
"confirmed and completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:65
|
||
msgid ""
|
||
"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` "
|
||
"checkbox, in the :guilabel:`Membership` tab of a contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:71
|
||
msgid "Membership status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:73
|
||
msgid ""
|
||
"The :guilabel:`Current Membership Status` is listed on the "
|
||
":guilabel:`Membership` tab of each contact record:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:76
|
||
msgid ""
|
||
":guilabel:`Non Member`: a partner who has **not** applied for membership."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:77
|
||
msgid ""
|
||
":guilabel:`Cancelled Member`: a member who has cancelled their membership."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:78
|
||
msgid ":guilabel:`Old Member`: a member whose membership end date has passed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:79
|
||
msgid ""
|
||
":guilabel:`Waiting Member`: a member who has applied for membership, but "
|
||
"whose invoice has not yet been created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:81
|
||
msgid ""
|
||
":guilabel:`Invoiced Member`: a member whose invoice has been created, but "
|
||
"has not been paid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:82
|
||
msgid ":guilabel:`Paid Member`: a member who has paid the membership fee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:85
|
||
msgid "Publish members directory"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:87
|
||
msgid ""
|
||
"To publish a list of active members on the website, the **Online Members "
|
||
"Directory** module must first be :ref:`installed <general/install>`. After "
|
||
"installing the module, add the `/members` page to the website's menu by "
|
||
":doc:`editing the website menu <../websites/website/pages/menus>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst-1
|
||
msgid "The Online Members directory module in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:96
|
||
msgid "Publish individual members"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:98
|
||
msgid ""
|
||
"Navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the "
|
||
"Kanban card for a member. From the customer form that appears, click the "
|
||
":guilabel:`Go to Website` smart button at the top of the page to open the "
|
||
"member's webpage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:102
|
||
msgid ""
|
||
"Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of "
|
||
"editing tools. After making any necessary changes to the page, click "
|
||
":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` "
|
||
"toggle to the active, :guilabel:`Published` position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/members.rst:106
|
||
msgid "Repeat these steps for all desired members."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:6
|
||
msgid "Point of Sale"
|
||
msgstr "Prodajna točka"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:8
|
||
msgid ""
|
||
"With **Odoo Point of Sale**, run your shops and restaurants easily. The app "
|
||
"works on any device with a web browser, even if you are temporarily offline."
|
||
" Product moves are automatically registered in your stock, you get real-time"
|
||
" statistics, and your data is consolidated across all shops."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:13
|
||
msgid ""
|
||
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
|
||
"of-sale-28>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:14
|
||
msgid ":doc:`IoT Boxes Documentations </applications/general/iot>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:19
|
||
msgid "Start a session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:21
|
||
msgid ""
|
||
"From the **POS dashboard**, click :guilabel:`New Session`, and at the "
|
||
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
|
||
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
|
||
" already opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:26
|
||
msgid ""
|
||
":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the "
|
||
"same session at the same time. However, the session can only be opened once "
|
||
"on the same browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:32
|
||
msgid "Sell products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:34
|
||
msgid ""
|
||
"Click on products to add them to the cart. To change the **quantity**, click"
|
||
" :guilabel:`Qty` and enter the number of products using the keypad. To add a"
|
||
" **discount** or modify the product **price**, click respectively "
|
||
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:38
|
||
msgid ""
|
||
"Once an order is completed, proceed to checkout by clicking "
|
||
":guilabel:`Payment`. Select the **payment method**, enter the received "
|
||
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
|
||
"on to the next customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "POS session interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:46
|
||
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:47
|
||
msgid ""
|
||
"**Cash** is selected by default if you enter the amount without choosing a "
|
||
"payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:50
|
||
msgid ""
|
||
"The system can only load a limited number of products for effective opening."
|
||
" Click :guilabel:`Search more` if the desired product is not loaded "
|
||
"automatically."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:56
|
||
msgid "Set customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:58
|
||
msgid ""
|
||
"Registering your customer is necessary to :doc:`collect their loyalty points"
|
||
" and grant them rewards <point_of_sale/pricing/loyalty>`, automatically "
|
||
"apply the :doc:`attributed pricelist <point_of_sale/pricing/pricelists>`, or"
|
||
" :ref:`generate and print an invoice <receipts-invoices/invoices>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:63
|
||
msgid ""
|
||
"You can create customers from an :ref:`open POS session <pos/session-start>`"
|
||
" by clicking :menuselection:`Customer --> Create`, and filling in the "
|
||
"contact information. You can also create customers from the backend by going"
|
||
" to :menuselection:`Point of Sale --> Orders --> Customers` and clicking "
|
||
":guilabel:`New`. Then, fill in the information and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:68
|
||
msgid ""
|
||
"To set a customer during an order, access the list of customers by clicking "
|
||
":guilabel:`Customer` on the POS interface. You can also set a customer at "
|
||
"the payment screen by clicking :guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:75
|
||
msgid "Customer notes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:77
|
||
msgid ""
|
||
"You can add **customer notes** about specific products directly from an open"
|
||
" :ref:`POS session <pos/session-start>`. For instance, to provide cleaning "
|
||
"and maintenance tips. They can also be used to track a customer's particular"
|
||
" request, such as not wanting the product to be assembled for them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:81
|
||
msgid ""
|
||
"To do so, select a product and click :guilabel:`Customer Note` on the pad. "
|
||
"Doing so opens a pop-up window in which you can add or modify content for "
|
||
"the note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:85
|
||
msgid ""
|
||
"Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` "
|
||
"are displayed identically in the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Customer note button and notes (SO and POS session) on products in the cart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:91
|
||
msgid ""
|
||
"Customer notes appear on customers' receipts and invoices similarly to how "
|
||
"they appear in the cart, under the related product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Customer receipt with notes from an SO and from the customer note feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:100
|
||
msgid "Return and refund products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:102
|
||
msgid "To return and refund a product,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:104
|
||
msgid ":ref:`start a session <pos/session-start>` from the **POS dashboard**;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:105
|
||
msgid "click :guilabel:`Refund` and select the corresponding order;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:106
|
||
msgid "select the product and the quantity to refund using the keypad;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:107
|
||
msgid "click :guilabel:`Refund` to go back to the previous screen;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:108
|
||
msgid ""
|
||
"once the order is completed, click :guilabel:`Payment` to proceed to the "
|
||
"refund;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:109
|
||
msgid ""
|
||
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "refund view from a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:115
|
||
msgid ""
|
||
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
|
||
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:117
|
||
msgid ""
|
||
"You can also refund a product by selecting the returned product from an open"
|
||
" session, and setting a negative quantity that equals the number of returned"
|
||
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
|
||
"the quantity of returned products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:121
|
||
msgid ""
|
||
"Once the return payment is validated, Odoo generates the required credit "
|
||
"note, referencing the original receipt or invoice and partially or fully "
|
||
"canceling the document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:127
|
||
msgid "Manage the cash register"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:129
|
||
msgid ""
|
||
"To add or take out cash to/from the register, click :guilabel:`Cash In/Out` "
|
||
"on the upper left side of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:132
|
||
msgid ""
|
||
"Doing so opens a pop-up window on which you can select :guilabel:`Cash In` "
|
||
"or :guilabel:`Cash Out`, enter the amount and the reason, and click "
|
||
":guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:138
|
||
msgid "Close the POS session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:140
|
||
msgid ""
|
||
"To close your session, click :guilabel:`Close` in the upper right corner of "
|
||
"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. "
|
||
"From this screen, you can retrieve various information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:144
|
||
msgid ""
|
||
"the number of orders made and the total amount made during the session;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:145
|
||
msgid "the expected amounts grouped by payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:147
|
||
msgid ""
|
||
"Before closing this window, count your cash using the calculator icon. Doing"
|
||
" so opens a pop-up window that computes the total amount in the cash drawer "
|
||
"depending on the coins and bills counted and added manually. Then, click "
|
||
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
|
||
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
|
||
"Details` are specified in the **Notes** section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "How to close a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:156
|
||
msgid ""
|
||
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
|
||
"to close and go back to the **POS dashboard**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:160
|
||
msgid ""
|
||
"You can let the session open by clicking :guilabel:`Backend` or abort and "
|
||
"keep selling by clicking :guilabel:`Discard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:162
|
||
msgid ""
|
||
"Depending on your setup, you might only be allowed to close a session if the"
|
||
" expected cash revenue equals the counted cash. To close it anyway, click "
|
||
":guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:167
|
||
msgid ""
|
||
"It is strongly advised to close your POS session at the end of each day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:168
|
||
msgid ""
|
||
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
|
||
"--> Orders --> Sessions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:11
|
||
msgid "Access the POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:13
|
||
msgid ""
|
||
"To access the general POS settings, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Settings`. Then, open the dropdown menu in the "
|
||
":guilabel:`Point of Sale` field and select the POS to configure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Dropdown menu to select the POS in the app settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:21
|
||
msgid ""
|
||
"These settings are available to users with the :doc:`access rights "
|
||
"</applications/general/users>` :guilabel:`Administration` set as "
|
||
":guilabel:`Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:24
|
||
msgid ""
|
||
"You can also configure some settings from the dashboard by clicking the "
|
||
"vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a "
|
||
"popup window, from which you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:27
|
||
msgid ":doc:`Enable multiple employees to log in. <employee_login>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:28
|
||
msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:29
|
||
msgid ":doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "popup window to access quick settings in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:35
|
||
msgid ""
|
||
"These settings are available to users with the :doc:`access rights "
|
||
"</applications/general/users>` :guilabel:`Point of Sale` set as "
|
||
":guilabel:`Administrator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:39
|
||
msgid "Make products available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:41
|
||
msgid ""
|
||
"To make products available for sale, go to :menuselection:`Point of Sale -->"
|
||
" Products --> Products`, and select a product to open the product form. In "
|
||
"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Making a product available in your POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:49
|
||
msgid "PoS product categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:54
|
||
msgid ""
|
||
"POS product categories allow users to categorize products and get a more "
|
||
"structured and clean POS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:57
|
||
msgid ""
|
||
"To manage PoS categories, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> PoS Product Categories`. To add a new category, click "
|
||
":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:61
|
||
msgid ""
|
||
"To associate a category with a parent category, fill in the "
|
||
":guilabel:`Parent Category` field. A parent category groups one or more "
|
||
"child categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:0
|
||
msgid "The PoS product categories grouped by parent categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:69
|
||
msgid "Assign PoS product categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:71
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Products --> Products` and open a "
|
||
"product form. Then, go to the :guilabel:`Sales` tab and fill in the "
|
||
":guilabel:`Category` field under the :guilabel:`Point of Sale` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Sales tab of a product form to add a PoS product category"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:79
|
||
msgid "Adapt the POS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:82
|
||
msgid "Start category"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:84
|
||
msgid ""
|
||
"You can select one product category to display when :ref:`opening a POS "
|
||
"session <pos/session-start>`. To configure it, go to your :ref:`POS settings"
|
||
" <configuration/settings>` and select a PoS category from the dropdown menu "
|
||
"of the :guilabel:`Start Category` field within the :guilabel:`PoS Interface`"
|
||
" section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Setting to set up the start category feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:93
|
||
msgid "Restrict categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:95
|
||
msgid ""
|
||
"You can also limit the categories displayed on your POS interface. To "
|
||
"achieve this, go to your :ref:`POS settings <configuration/settings>` and "
|
||
"choose the specific categories to display in the :guilabel:`Restrict "
|
||
"Categories` field within the :guilabel:`PoS Interface` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Setting to set up the restrict category feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3
|
||
msgid "ePOS printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5
|
||
msgid ""
|
||
"ePOS printers are designed to work seamlessly with Point of Sale systems. "
|
||
"Once connected, these devices automatically share information, allowing for "
|
||
"direct printing of tickets from the POS system to the ePOS printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12
|
||
msgid "To use an ePos printer in Point of Sale:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14
|
||
msgid ":ref:`Access the POS settings <configuration/settings>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15
|
||
msgid "Activate the :guilabel:`ePos Printer` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16
|
||
msgid "Fill in the field with your ePos IP address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1
|
||
msgid "setting to enable the ePos printer feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22
|
||
msgid ""
|
||
"When the printer connects to a network, it automatically prints a ticket "
|
||
"with its IP address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25
|
||
msgid "Directly supported ePOS printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27
|
||
msgid ""
|
||
"The following ePOS printers are directly compatible with Odoo without "
|
||
"needing an :doc:`IoT Box </applications/general/iot/devices/printer>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30
|
||
msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31
|
||
msgid "Epson TM-H6000IV-DT (Receipt printer only)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32
|
||
msgid "Epson TM-T70II-DT"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33
|
||
msgid "Epson TM-T88V-DT"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34
|
||
msgid "Epson TM-L90-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35
|
||
msgid "Epson TM-T70-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36
|
||
msgid "Epson TM-T82II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37
|
||
msgid "Epson TM-T83II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38
|
||
msgid "Epson TM-U220-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39
|
||
msgid "Epson TM-m10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40
|
||
msgid "Epson TM-P20 (Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41
|
||
msgid "Epson TM-P60II (Receipt: Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42
|
||
msgid "Epson TM-P60II (Peeler: Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43
|
||
msgid "Epson TM-P80 (Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46
|
||
msgid "ePOS printers with IoT Box integration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48
|
||
msgid ""
|
||
"The following printers require an :doc:`IoT Box "
|
||
"</applications/general/iot/devices/printer>` to be compatible with Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51
|
||
msgid "Epson TM-T20 family (incompatible ePOS software)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52
|
||
msgid "Epson TM-T88 family (incompatible ePOS software)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53
|
||
msgid "Epson TM-U220 family (incompatible ePOS software)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56
|
||
msgid ""
|
||
"Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK "
|
||
"Javascript protocol "
|
||
"<https://download4.epson.biz/sec_pubs/pos/reference_en/technology/epson_epos_sdk.html>`_"
|
||
" are compatible with Odoo **without** needing an :doc:`IoT Box "
|
||
"</applications/general/iot/devices/printer>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60
|
||
msgid ""
|
||
"Thermal printers using ESC/POS or StarPRNT protocol are compatible **with** "
|
||
"an :doc:`IoT Box </applications/general/iot/devices/printer>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62
|
||
msgid ""
|
||
"Epson printers using only USB connections are compatible **with** an "
|
||
":doc:`IoT Box </applications/general/iot/devices/printer>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64
|
||
msgid "Epson printers that connect via Bluetooth are **not compatible**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67
|
||
msgid ":doc:`https`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22
|
||
msgid ":doc:`epos_ssc`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5
|
||
msgid "Self-signed certificate for ePOS printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7
|
||
msgid ""
|
||
"To work with Odoo, some printer models that can be used without an :doc:`IoT"
|
||
" box </applications/general/iot/config/connect>` may require :doc:`the HTTPS"
|
||
" protocol <https>` to establish a secure connection between the browser and "
|
||
"the printer. However, trying to reach the printer's IP address using HTTPS "
|
||
"leads to a warning page on most web browsers. In that case, you can "
|
||
"temporarily :ref:`force the connection <epos_ssc/instructions>`, which "
|
||
"allows you to reach the page in HTTPS and use the ePOS printer in Odoo as "
|
||
"long as the browser window stays open."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15
|
||
msgid ""
|
||
"The connection is lost after closing the browser window. Therefore, this "
|
||
"method should only be used as a **workaround** or as a pre-requisite for the"
|
||
" :ref:`following instructions <epos_ssc/instructions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22
|
||
msgid "Generate, export, and import self-signed certificates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24
|
||
msgid ""
|
||
"For a long-term solution, you must generate a **self-signed certificate**. "
|
||
"Then, export and import it into your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28
|
||
msgid ""
|
||
"**Generating** an SSL certificate should only be done **once**. If you "
|
||
"create another certificate, devices using the previous one will lose HTTPS "
|
||
"access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33
|
||
msgid "Windows 10 & Linux OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166
|
||
msgid "Generate a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168
|
||
msgid ""
|
||
"Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force "
|
||
"the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to "
|
||
"[IP address] (unsafe)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "warning page about the connection privacy on Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176
|
||
msgid "Warning page on Google Chrome, Windows 10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178
|
||
msgid ""
|
||
"Then, sign in using your printer credentials to access the ePOS printer "
|
||
"settings. To sign in, enter `epson` in the :guilabel:`ID` field and your "
|
||
"printer serial number in the :guilabel:`Password` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182
|
||
msgid ""
|
||
"Click :guilabel:`Certificate List` in the :guilabel:`Authentication` "
|
||
"section, and click :guilabel:`create` to generate a new **Self-Signed "
|
||
"Certificate**. The :guilabel:`Common Name` should be automatically filled "
|
||
"out. If not, fill it in with the printer IP address number. Select the years"
|
||
" the certificate will be valid in the :guilabel:`Validity Period` field, "
|
||
"click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the "
|
||
"printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189
|
||
msgid ""
|
||
"The self-signed certificate is generated. Reload the page and click "
|
||
":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure "
|
||
"**Selfsigned Certificate** is correctly selected in the :guilabel:`Server "
|
||
"Certificate` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193
|
||
msgid "Export a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195
|
||
msgid ""
|
||
"The export process is heavily dependent on the :abbr:`OS (Operating System)`"
|
||
" and the browser. Start by accessing your ePOS printer settings on your web "
|
||
"browser by navigating to its IP address (e.g., `https://192.168.1.25`). "
|
||
"Then, force the connection as explained in the **Generate a self-signed "
|
||
"certificate tab**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200
|
||
msgid "If you are using **Google Chrome**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202
|
||
msgid ""
|
||
"click :guilabel:`Not secure` next to the search bar, and "
|
||
":guilabel:`Certificate is not valid`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection to the printer not secure button in Google Chrome browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208
|
||
msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209
|
||
msgid ""
|
||
"add `.crt` at the end of the file name to ensure it has the correct "
|
||
"extension;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210
|
||
msgid ""
|
||
"select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom "
|
||
"of the pop-up window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229
|
||
msgid "save, and the certificate is exported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86
|
||
msgid ""
|
||
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
|
||
"some browsers might not see the file during the import process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218
|
||
msgid "If you are using **Mozilla Firefox**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220
|
||
msgid "click the **lock-shaped** icon on the left of the address bar;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221
|
||
msgid ""
|
||
"go to :menuselection:`Connection not secure --> More information --> "
|
||
"Security tab --> View certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection is not secure button in Mozilla Firefox browser"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227
|
||
msgid "scroll down to the :guilabel:`Miscellaneous` section;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228
|
||
msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102
|
||
msgid "Import a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104
|
||
msgid ""
|
||
"The import process is heavily dependent on the :abbr:`OS (Operating System)`"
|
||
" and the browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109
|
||
msgid "Windows 10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111
|
||
msgid ""
|
||
"Windows 10 manages certificates, which means that self-signed certificates "
|
||
"must be imported from the certification file rather than the browser. To do "
|
||
"so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114
|
||
msgid ""
|
||
"open the Windows File Explorer and locate the downloaded certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115
|
||
msgid ""
|
||
"right-click on the certification file and click :guilabel:`Install "
|
||
"Certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117
|
||
msgid ""
|
||
"select where to install the certificate and for whom - either for the "
|
||
":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, "
|
||
"click :guilabel:`Next`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120
|
||
msgid ""
|
||
"on the `Certificate Store` screen, tick :guilabel:`Place all certificates in"
|
||
" the following store`, click :guilabel:`Browse...`, and select "
|
||
":guilabel:`Trusted Root Certification Authorities`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126
|
||
msgid "click :guilabel:`Finish`, accept the pop-up security window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127
|
||
msgid "restart the computer to make sure that the changes are applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129
|
||
msgid "Linux"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133
|
||
msgid "open Chrome;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> Privacy and security --> Security --> "
|
||
"Manage certificates`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136
|
||
msgid ""
|
||
"go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select "
|
||
"the exported certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138
|
||
msgid "accept all warnings;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139
|
||
msgid "click :guilabel:`ok`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150
|
||
msgid "restart your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145
|
||
msgid "open Firefox;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> Privacy & Security --> Security --> View "
|
||
"Certificates... --> Import`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148
|
||
msgid "select the exported certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149
|
||
msgid "tick the checkboxes and validate;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152
|
||
msgid "Mac OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154
|
||
msgid ""
|
||
"On Mac OS, you can secure the connection for all browsers by following these"
|
||
" steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156
|
||
msgid ""
|
||
"open Safari and navigate to your printer's IP address. Doing so leads to a "
|
||
"warning page;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157
|
||
msgid ""
|
||
"on the warning page, go to :menuselection:`Show Details --> visit this "
|
||
"website --> Visit Website`, validate;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159
|
||
msgid "reboot the printer so you can use it with any other browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161
|
||
msgid ""
|
||
"To generate and export an SSL certificate and send it to IOS devices, open "
|
||
"**Google Chrome** or **Mozilla Firefox**. Then,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Warning page about the connection privacy on Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection to the printer not secure button in Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215
|
||
msgid ""
|
||
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
|
||
"some browsers might not find the file during the import process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection is not secure button in Mozilla Firefox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231
|
||
msgid "Android OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233
|
||
msgid ""
|
||
"To import an SSL certificate into an Android device, first create and export"
|
||
" it from a computer. Next, transfer the `.crt` file to the device using "
|
||
"email, Bluetooth, or USB. Once the file is on the device,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237
|
||
msgid "open the settings and search for `certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238
|
||
msgid "click :guilabel:`Certificate AC` (Install from device storage);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239
|
||
msgid "select the certificate file to install it on the device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242
|
||
msgid ""
|
||
"The specific steps for installing a certificate may vary depending on the "
|
||
"version of Android and the device manufacturer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245
|
||
msgid "iOS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247
|
||
msgid ""
|
||
"To import an SSL certificate into an iOS device, first create and export it "
|
||
"from a computer. Then, transfer the `.crt` file to the device using email, "
|
||
"Bluetooth, or any file-sharing service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251
|
||
msgid ""
|
||
"Downloading this file triggers a warning pop-up window. Click "
|
||
":guilabel:`Allow` to download the configuration profile, and close the "
|
||
"second pop-up window. Then,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254
|
||
msgid "go to the **Settings App** on the iOS device;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255
|
||
msgid "click :guilabel:`Profile Downloaded` under the user's details box;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256
|
||
msgid "locate the downloaded `.crt` file and select it;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257
|
||
msgid "click :guilabel:`Install` on the top right of the screen;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258
|
||
msgid "if a passcode is set on the device, enter the passcode;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259
|
||
msgid ""
|
||
"click :guilabel:`Install` on the top right of the certificate warning screen"
|
||
" and the pop-up window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261
|
||
msgid "click :guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265
|
||
msgid ""
|
||
"The certificate is installed, but it still needs to be authenticated. To do "
|
||
"so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> General --> About > Certificate Trust "
|
||
"Settings`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268
|
||
msgid "enable the installed certificate using the **slide button**;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269
|
||
msgid "click :guilabel:`Continue` on the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272
|
||
msgid ""
|
||
"If you need to export SSL certificates from an operating system or web "
|
||
"browser that has not been mentioned, search for `export SSL certificate` + "
|
||
"`the name of your browser or operating system` in your preferred search "
|
||
"engine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275
|
||
msgid ""
|
||
"Similarly, to import SSL certificates from an unmentioned OS or browser, "
|
||
"search for `import SSL certificate root authority` + `the name of your "
|
||
"browser or operating system` in your preferred search engine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280
|
||
msgid "Check if the certificate was imported correctly"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282
|
||
msgid ""
|
||
"To confirm your printer's connection is secure, connect to its IP address "
|
||
"using HTTPS. For example, navigate to `https://192.168.1.25` in your "
|
||
"browser. If the SSL certificate has been applied correctly, you should no "
|
||
"longer see a warning page, and the address bar should display a padlock "
|
||
"icon, indicating that the connection is secure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:3
|
||
msgid "Secure connection (HTTPS)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:5
|
||
msgid ""
|
||
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
|
||
"if you use an :doc:`ePos printer <epos_printers>`), HTTP becomes the default"
|
||
" protocol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:9
|
||
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:11
|
||
msgid ""
|
||
"Add a new **key** in the **System Parameters** to force your Point of Sale "
|
||
"to use a secure connection with the HTTPS protocol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:14
|
||
msgid ""
|
||
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
|
||
":menuselection:`Settings --> Technical --> Parameters --> System "
|
||
"Parameters`, then create a new parameter, add the following values and click"
|
||
" on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:18
|
||
msgid "**Key**: `point_of_sale.enforce_https`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:19
|
||
msgid "**Value**: `True`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:3
|
||
msgid "Multi-employee management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:5
|
||
msgid ""
|
||
"Odoo Point of Sale allows you to manage access to a specific POS by enabling"
|
||
" the **Multi Employees per Session** feature. When activated, :ref:`you can "
|
||
"select which users can log into the POS <employee_login/use>` and :ref:`keep"
|
||
" track of the employees involved in each order <employee_login/analytics>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:15
|
||
msgid ""
|
||
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
|
||
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
|
||
"click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per "
|
||
"Session`, and add the allowed employees in the :guilabel:`Allowed Employees`"
|
||
" field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "setting to enable multiple cashiers in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:26
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32
|
||
msgid "Practical application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:28
|
||
msgid ""
|
||
"Once the feature is activated, cashiers can log in :ref:`by scanning their "
|
||
"badge <employee_login/badge>` or selecting their name from the list of "
|
||
"allowed employees to :ref:`open the session <pos/session-start>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "window to open a session when the multiple cashiers feature is enabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:35
|
||
msgid ""
|
||
"To switch to another user :ref:`from an open session <pos/session-start>`, "
|
||
"click the employee name at the top-right of the screen and select the "
|
||
"employee to swap with from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "button to switch from one cashier to another."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:41
|
||
msgid ""
|
||
"You can also require your employees to enter a pin code every time they log "
|
||
"into a POS to prevent them from logging in as someone else. To define the "
|
||
"code, go to the **Employees** app, open the employee form, and click the "
|
||
":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the "
|
||
":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` "
|
||
"category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "setting on the employee form to assign a badge ID and a PIN code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:52
|
||
msgid "Log in using badges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:54
|
||
msgid ""
|
||
"For your employees to be able to log in by scanning their badge, they must "
|
||
"have a badge ID assigned. To do so, go to the **Employees** app, open the "
|
||
"employee form, and click the :guilabel:`HR settings` tab. Then, enter the "
|
||
"badge ID of your choice in the :guilabel:`Badge ID` field of the "
|
||
":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:59
|
||
msgid ""
|
||
"To switch to another user, lock the session by clicking the lock-shaped icon"
|
||
" (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:65
|
||
msgid "Analytics"
|
||
msgstr "Analitika"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:67
|
||
msgid ""
|
||
"Once you close and post the POS session, access the comprehensive report to "
|
||
"review all session activities, including who initiated the session and who "
|
||
"handled specific orders. To access the session's report, click the vertical "
|
||
"ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
||
":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a "
|
||
"specific session for more detailed information, and click the "
|
||
":guilabel:`Orders` button to view a list of all orders placed during that "
|
||
"session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:74
|
||
msgid ""
|
||
"To get an overview of all orders, regardless of the session, click the "
|
||
"vertical ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
||
":guilabel:`Orders` from the :guilabel:`View` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:5
|
||
msgid "Payment methods"
|
||
msgstr "Načini plačila"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:7
|
||
msgid ""
|
||
"To add a payment method, you first need to create it. Go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
|
||
"New`, and set a name. Check :guilabel:`Identify Customer` to allow this "
|
||
"payment method *exclusively* for registered customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:11
|
||
msgid ""
|
||
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
|
||
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
|
||
"payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst-1
|
||
msgid "Creating a new payment method for a POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:18
|
||
msgid ""
|
||
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
|
||
" Payment Terminal` field in which you can add your :doc:`payment terminal's "
|
||
"information <payment_methods/terminals>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:23
|
||
msgid ":doc:`payment_methods/terminals`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:25
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81
|
||
msgid ""
|
||
"Once the payment method is created, you can select it in your POS settings. "
|
||
"To do so, go to the :ref:`POS' settings <configuration/settings>`, click "
|
||
":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` "
|
||
"section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5
|
||
msgid "Payment terminals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7
|
||
msgid ""
|
||
"Connecting and integrating a payment terminal with your POS system allows "
|
||
"you to accept multiple payment options, including credit and debit cards, "
|
||
"making the payment process more efficient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15
|
||
msgid ""
|
||
"Go to the :ref:`application settings <configuration/settings>`, scroll down "
|
||
"to the :guilabel:`Payment Terminals` section, and tick your terminal's "
|
||
"checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1
|
||
msgid "checkbox in the settings to enable a payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21
|
||
msgid "Then, follow the corresponding documentation to configure your device:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23
|
||
msgid ":doc:`Adyen configuration <terminals/adyen>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24
|
||
msgid ":doc:`Ingenico configuration <terminals/ingenico>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25
|
||
msgid ":doc:`SIX configuration <terminals/six>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26
|
||
msgid ":doc:`Stripe configuration <terminals/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27
|
||
msgid ":doc:`Vantiv configuration <terminals/vantiv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28
|
||
msgid ":doc:`Worldline configuration <terminals/worldline>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30
|
||
msgid ""
|
||
"Once the terminal is configured, you can :doc:`create the corresponding "
|
||
"payment method and add it to the POS <../payment_methods>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:34
|
||
msgid "Pay with a payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36
|
||
msgid ""
|
||
"When processing a payment, select the terminal's payment method. Check the "
|
||
"amount and click on :guilabel:`Send`. Once the payment is successful, the "
|
||
"status changes to :guilabel:`Payment Successful`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0
|
||
msgid ""
|
||
"In case of connection issues between Odoo and the payment terminal, force "
|
||
"the payment by clicking on :guilabel:`Force Done`, which allows you to "
|
||
"validate the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0
|
||
msgid ""
|
||
"This option is only available after receiving an error message informing you"
|
||
" that the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:45
|
||
msgid "To cancel the payment request, click on :guilabel:`Cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3
|
||
msgid "Adyen"
|
||
msgstr "Adyen"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5
|
||
msgid ""
|
||
"Connecting an **Adyen 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_methods/terminals/adyen.rst:9
|
||
msgid ""
|
||
"Adyen payment terminals do not require an :doc:`IoT Box "
|
||
"</applications/general/iot>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10
|
||
msgid ""
|
||
"Adyen terminals can be used in many countries, but not worldwide. Check the "
|
||
"`List of countries supported by Adyen <https://docs.adyen.com/point-of-"
|
||
"sale/what-we-support/supported-languages/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12
|
||
msgid ""
|
||
"Adyen works only with businesses processing more than **$10 million "
|
||
"annually** or invoicing a minimum of **1,000 transactions per month**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16
|
||
msgid ""
|
||
"`List of payment methods supported by Adyen <https://docs.adyen.com/point-"
|
||
"of-sale/what-we-support/payment-methods/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17
|
||
msgid ""
|
||
"`List of Adyen terminals <https://docs.adyen.com/point-of-sale/what-we-"
|
||
"support/select-your-terminals/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22
|
||
msgid ""
|
||
"Start by creating your Adyen account on `Adyen's website "
|
||
"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
|
||
"described on your terminal's screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26
|
||
msgid ""
|
||
"`Adyen Docs - Payment terminal quickstart guides "
|
||
"<https://docs.adyen.com/point-of-sale/user-manuals>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31
|
||
msgid "Generate an Adyen API key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33
|
||
msgid ""
|
||
"The **Adyen API key** is used to authenticate requests from your Adyen "
|
||
"terminal. To generate an API key, go to your :menuselection:`Adyen account "
|
||
"--> Developers --> API credentials`, and **create** new credentials or "
|
||
"select **existing** ones. Click :guilabel:`Generate an API key` and save the"
|
||
" key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the "
|
||
"payment method creation <adyen/method-creation>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40
|
||
msgid ""
|
||
"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
|
||
"resources/api-credentials#generate-api-key>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46
|
||
msgid "Locate the Adyen terminal identifier"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48
|
||
msgid ""
|
||
"The **Adyen Terminal Identifier** is the terminal's serial number, which is "
|
||
"used to identify the hardware."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51
|
||
msgid ""
|
||
"To find this number, go to your :menuselection:`Adyen account --> Point of "
|
||
"Sale --> Terminals`, select the terminal to link with, and save its serial "
|
||
"number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field"
|
||
" at :ref:`the payment method creation <adyen/method-creation>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57
|
||
msgid "Set the Event URLs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59
|
||
msgid ""
|
||
"For Odoo to know when a payment is made, you must configure the terminal "
|
||
"**Event URLs**. To do so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61
|
||
msgid "Log in to `Adyen's website <https://www.adyen.com/>`_;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62
|
||
msgid ""
|
||
"Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
|
||
" select the connected terminal;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64
|
||
msgid "From the terminal settings, click :guilabel:`Integrations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65
|
||
msgid ""
|
||
"Set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
|
||
":guilabel:`Decrypted`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66
|
||
msgid ""
|
||
"Click the **pencil icon** button and enter your server address, followed by "
|
||
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68
|
||
msgid "Click :guilabel:`Save` at the bottom of the screen to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72
|
||
msgid "Configure the payment method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75
|
||
msgid ""
|
||
"Enable the payment terminal :ref:`in the application settings "
|
||
"<configuration/settings>` and :doc:`create the related payment method "
|
||
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
||
"select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79
|
||
msgid ""
|
||
"Finally, fill in the mandatory fields with your :ref:`Adyen API key "
|
||
"<adyen/api>`, :ref:`Adyen Terminal Identifier <adyen/identifier>`, and "
|
||
":guilabel:`Adyen Merchant Account`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3
|
||
msgid "Ingenico"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5
|
||
msgid ""
|
||
"Connecting a 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_methods/terminals/ingenico.rst:9
|
||
msgid ""
|
||
"Ingenico payment terminals require an :doc:`IoT Box "
|
||
"</applications/general/iot>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10
|
||
msgid ""
|
||
"Ingenico is currently only available in Belgium, the Netherlands and "
|
||
"Luxembourg."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11
|
||
msgid ""
|
||
"Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as "
|
||
"they support the TLV communication protocol through TCP/IP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19
|
||
msgid "Connect an IoT Box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20
|
||
msgid ""
|
||
"Connecting an Ingenico payment terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect an IoT Box to your "
|
||
"database, please refer to the :doc:`IoT documentation "
|
||
"</applications/general/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25
|
||
msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27
|
||
msgid ""
|
||
"Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on "
|
||
"Desk/5000 and Move/5000)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29
|
||
msgid ""
|
||
"Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings "
|
||
"password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30
|
||
msgid ""
|
||
"Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next "
|
||
"screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31
|
||
msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32
|
||
msgid "On the next screen, enter the IP address of your IoT Box."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33
|
||
msgid ""
|
||
"Enter `9000` as port number and press :guilabel:`OK` on the next screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35
|
||
msgid ""
|
||
"At this point, the terminal restarts and should be displayed in your IoT Box"
|
||
" form in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43
|
||
msgid ""
|
||
"Enable the payment terminal :ref:`in the application settings "
|
||
"<configuration/settings>` and :doc:`create the related payment method "
|
||
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
||
"select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field."
|
||
" Then, select your terminal device in the :guilabel:`Payment Terminal "
|
||
"Device` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3
|
||
msgid "SIX"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5
|
||
msgid ""
|
||
"Connecting a SIX 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_methods/terminals/six.rst:9
|
||
msgid ""
|
||
"Even though Worldline has recently acquired SIX Payment Services and both "
|
||
"companies use Yomani payment terminals, the firmware they run is different. "
|
||
"Terminals received from Worldline are therefore not compatible with this "
|
||
"integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17
|
||
msgid "Install the POS IoT Six module"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
|
||
msgid ""
|
||
"To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the "
|
||
":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds "
|
||
"the necessary driver and interface to your database to detect Six terminals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24
|
||
msgid "This module replaces the **POS Six** module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27
|
||
msgid "Connect an IoT box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29
|
||
msgid ""
|
||
"Connecting a Six payment terminal to Odoo is requires :doc:`using a "
|
||
"Raspberry Pi or virtual (for Windows OS only) IoT box "
|
||
"</applications/general/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33
|
||
msgid "Configure the terminal ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35
|
||
msgid ""
|
||
"Navigate to your IoT Box homepage, where you can find the :guilabel:`Six "
|
||
"payment terminal` field once your database server is connected to the IoT "
|
||
"box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field "
|
||
"with the ID received from Six, and click :guilabel:`Connect`. Your Six "
|
||
"terminal ID should appear in the :guilabel:`Current Terminal Id` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Setting the Six terminal ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43
|
||
msgid ""
|
||
"Odoo automatically restarts the IoT box when the Six terminal ID is "
|
||
"configured. If your Six terminal is online, it will be automatically "
|
||
"detected and connected to the database. Check the IoT box homepage under the"
|
||
" :guilabel:`Payments` section to confirm the connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Confirming the connection to the Six payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55
|
||
msgid ""
|
||
"Enable the payment terminal :ref:`in the application settings "
|
||
"<configuration/settings>` and :doc:`create the related payment method "
|
||
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
||
"select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. "
|
||
"Then, select your terminal device in the :guilabel:`Payment Terminal Device`"
|
||
" field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Creating a new payment method for the SIX payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3
|
||
msgid "Stripe"
|
||
msgstr "Stripe"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9
|
||
msgid ""
|
||
"Stripe payment terminals do not require an :doc:`IoT Box "
|
||
"</applications/general/iot>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10
|
||
msgid ""
|
||
"Stripe terminals can be used in many countries, but not worldwide. Check the"
|
||
" `global availability for Stripe Terminal "
|
||
"<https://support.stripe.com/questions/global-availability-for-stripe-"
|
||
"terminal>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12
|
||
msgid ""
|
||
"Stripe's integration works with `Stripe Terminal smart readers "
|
||
"<https://docs.stripe.com/terminal/smart-readers>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15
|
||
msgid ""
|
||
":doc:`Stripe as payment provider "
|
||
"<../../../../finance/payment_providers/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16
|
||
msgid ""
|
||
"`List of payment methods supported by Stripe "
|
||
"<https://stripe.com/payments/payment-methods>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24
|
||
msgid ""
|
||
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
|
||
":guilabel:`Stripe`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27
|
||
msgid "Then, create the payment method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
|
||
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
|
||
"your payment method's name;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31
|
||
msgid ""
|
||
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
|
||
" a Payment Terminal` field as :guilabel:`Stripe`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33
|
||
msgid ""
|
||
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
|
||
"Number` field;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34
|
||
msgid ""
|
||
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
|
||
"payment method.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
||
msgid "payment method creation form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41
|
||
msgid ""
|
||
"Click :guilabel:`Identify Customer` to allow this payment method "
|
||
"**exclusively** for identified customers. For any unidentified customers to "
|
||
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
|
||
"unchecked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44
|
||
msgid ""
|
||
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
|
||
" can stay empty to use the default accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46
|
||
msgid ""
|
||
"Find your payment terminal serial number under the device or on `Stripe's "
|
||
"dashboard <https://dashboard.stripe.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50
|
||
msgid "Connect Stripe to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52
|
||
msgid ""
|
||
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
|
||
"configuration page. Fill in all the information to create your Stripe "
|
||
"account and link it with Odoo. Once the forms are completed, the API keys "
|
||
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
|
||
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
|
||
"Publishable keys`, click the keys to copy them, and paste them into the "
|
||
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
||
msgid "stripe connection form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64
|
||
msgid ""
|
||
"When you use **Stripe** exclusively in Point of Sale, you only need the "
|
||
"**Secret Key** to use your terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66
|
||
msgid ""
|
||
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
|
||
"set as :guilabel:`Disabled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68
|
||
msgid ""
|
||
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
|
||
"does not work. To retrieve the API keys manually, log in to your `Stripe "
|
||
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
|
||
"and click :guilabel:`Developers > API`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74
|
||
msgid "Configure the payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76
|
||
msgid ""
|
||
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
|
||
"admin PIN code, validate and select your network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80
|
||
msgid "The user's device and the terminal must share the same network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81
|
||
msgid "In case of a Wi-Fi connection, the network must be secured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82
|
||
msgid ""
|
||
"You must enter the admin PIN code to access your payment terminal settings. "
|
||
"By default, this code is `07139`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86
|
||
msgid "Link the payment method to a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88
|
||
msgid ""
|
||
"To add a **payment method** to your point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
|
||
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
|
||
"method for **Stripe** in the :guilabel:`Payment Methods` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96
|
||
msgid "Payment terminal unavailable in your Stripe account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98
|
||
msgid ""
|
||
"If the payment terminal is unavailable in your Stripe account, you must add "
|
||
"it manually:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:100
|
||
msgid ""
|
||
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
|
||
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:102
|
||
msgid ""
|
||
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
|
||
"already created location;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:103
|
||
msgid ""
|
||
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
|
||
"in the required information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:107
|
||
msgid ""
|
||
"You must provide a **registration code**. To retrieve that code, swipe right"
|
||
" on your device, enter the admin PIN code (by default: `07139`), validate, "
|
||
"and click :guilabel:`Generate a registration code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3
|
||
msgid "Vantiv"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/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_methods/terminals/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_methods/terminals/vantiv.rst:13
|
||
msgid ""
|
||
"Vantiv card readers should be purchased exclusively from Vantiv, as certain "
|
||
"Vantiv terminals bought on Amazon do not include the correct encryption "
|
||
"needed to be used with an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22
|
||
msgid ""
|
||
"Enable the payment terminal in the :guilabel:`Payment Terminals` section "
|
||
":ref:`of the application settings <configuration/settings>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25
|
||
msgid ""
|
||
"Then, go to :menuselection:`Point of Sale --> Configuration --> Payment "
|
||
"Methods`, and :doc:`create the related payment method "
|
||
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
||
"select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29
|
||
msgid ""
|
||
"Type the name you want to give to your :guilabel:`Vantiv Credentials` and "
|
||
"click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and "
|
||
":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1
|
||
msgid "Vantiv payment method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36
|
||
msgid ""
|
||
"Once the payment method is created, you can select it in your POS settings. "
|
||
"To do so, go to the :ref:`POS' settings <configuration/settings>` and add "
|
||
"the payment method under the :guilabel:`Payment` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3
|
||
msgid "Worldline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9
|
||
msgid ""
|
||
"Worldline payment terminals require an :doc:`IoT Box "
|
||
"</applications/general/iot>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10
|
||
msgid ""
|
||
"Worldline is currently only available in Belgium, the Netherlands and "
|
||
"Luxembourg."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11
|
||
msgid ""
|
||
"Odoo is compatible with Worldline terminals that use the CTEP protocol "
|
||
"(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact "
|
||
"your payment provider to ensure your terminal's compatibility."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21
|
||
msgid ""
|
||
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect one to your database, "
|
||
"please refer to the :doc:`IoT documentation "
|
||
"</applications/general/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26
|
||
msgid "Configure the protocol"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
|
||
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
|
||
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
|
||
"Finally, press **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35
|
||
msgid "Set the IP address"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
|
||
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
|
||
" (*TCP Configuration client* screen)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42
|
||
msgid "Finally, set up the hostname and port number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45
|
||
msgid "Hostname"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48
|
||
msgid ""
|
||
"To set up the hostname, enter your IoT box's IP address' sequence numbers "
|
||
"and press **OK** at each \".\" until you reach the colon symbol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49
|
||
msgid "Then, press **OK** twice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
||
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
||
msgid ""
|
||
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
|
||
"19 --> OK --> 4 --> OK --> OK`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57
|
||
msgid ""
|
||
"Your IoT box's IP address is available in your IoT Box application's "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60
|
||
msgid "Port number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:62
|
||
msgid ""
|
||
"On the *Port number* screen, enter **9001** (or **9050** for Windows) and "
|
||
"click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> "
|
||
"OK`. Click on **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67
|
||
msgid ""
|
||
"For **Windows** IoT devices, it is necessary to add a firewall exception. "
|
||
"Follow the :ref:`additional instructions in the Windows IoT documentation "
|
||
"<iot/windows/wordline>` to add the exception to Windows Firewall."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74
|
||
msgid ""
|
||
"Enable the payment terminal :ref:`in the application settings "
|
||
"<configuration/settings>` and :doc:`create the related payment method "
|
||
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
|
||
"select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` "
|
||
"field. Then, select your terminal device in the :guilabel:`Payment Terminal "
|
||
"Device` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88
|
||
msgid "Technician password: `1235789`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89
|
||
msgid ""
|
||
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
|
||
"\"merchant\". Your call is automatically transferred to the desired service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91
|
||
msgid ""
|
||
"Configure the cashier terminal if you have both a customer and a cashier "
|
||
"terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92
|
||
msgid ""
|
||
"To avoid blocking the terminal, check the initial configuration beforehand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93
|
||
msgid ""
|
||
"Set a fixed IP to your IoT Box’s router to prevent losing the connexion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing.rst:5
|
||
msgid "Pricing features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3
|
||
msgid "Cash rounding"
|
||
msgstr "Gotovinsko zaokroževanje"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5
|
||
msgid ""
|
||
"**Cash rounding** is required when the lowest physical denomination of "
|
||
"currency, or the smallest coin, is higher than the minimum unit of account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9
|
||
msgid ""
|
||
"For example, some countries require their companies to round up or down the "
|
||
"total amount of an invoice to the nearest five cents, when the payment is "
|
||
"made in cash."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13
|
||
msgid ""
|
||
"Each point of sale in Odoo can be configured to apply cash rounding to the "
|
||
"totals of its bills or receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
|
||
"enable *Cash Rounding*, then click on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"open the point of sale you want to configure, and enable the *Cash Rounding*"
|
||
" option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29
|
||
msgid ""
|
||
"To define the **Rounding Method**, open the drop-down list and click on "
|
||
"*Create and Edit...*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32
|
||
msgid ""
|
||
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
|
||
" then save both the Rounding Method and your Point of Sale settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39
|
||
msgid ""
|
||
"All total amounts of this point of sale now add a line to apply the rounding"
|
||
" according to your settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46
|
||
msgid ""
|
||
"Odoo Point of Sale only supports the :guilabel:`Add a rounding line` "
|
||
"rounding strategy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3
|
||
msgid "Discount tags (barcode scanner)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/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/pricing/discount_tags.rst:10
|
||
msgid "To use discount tags you will need to use a barcode scanner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13
|
||
msgid "Barcode Nomenclature"
|
||
msgstr "Nomenklatura črtne kode"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15
|
||
msgid "To use discounts tags, we need to learn about barcode nomenclature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/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/pricing/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/pricing/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/pricing/discount_tags.rst:41
|
||
msgid "Scan the products & tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/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/pricing/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/pricing/discounts.rst:3
|
||
msgid "Discounts"
|
||
msgstr "Popusti"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5
|
||
msgid ""
|
||
"By offering discounts, you can entice your customers and drastically "
|
||
"increase your revenue. It is vital to offer discounts, whether they are "
|
||
"time-limited, seasonal or manually given."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9
|
||
msgid ""
|
||
"To manage discounts, Odoo has powerful features that help set up a pricing "
|
||
"strategy tailored to every business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13
|
||
msgid "Apply manual discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15
|
||
msgid ""
|
||
"If you seldom use discounts, applying manual ones might be the easiest "
|
||
"solution for your Point of Sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18
|
||
msgid ""
|
||
"You can either apply a discount on the whole order or on specific products "
|
||
"inside an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22
|
||
msgid "Apply a discount on a product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24
|
||
msgid "From your PoS session interface, use the *Disc* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the discount button for manual discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30
|
||
msgid ""
|
||
"Then, you can input a discount over the product that is currently selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34
|
||
msgid "Apply a global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36
|
||
msgid ""
|
||
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
|
||
" --> Configuration --> Point of Sale` and select your PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39
|
||
msgid ""
|
||
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
|
||
"category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the feature to enable for global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45
|
||
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the button to use for global discount via the pos interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51
|
||
msgid "Click on it and enter the wanted discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the discount offered in the payment summary"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58
|
||
msgid ""
|
||
"On this example, there is a global discount of 50% as well as a specific 50%"
|
||
" discount on oranges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62
|
||
msgid "Apply time-limited discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64
|
||
msgid ""
|
||
"To activate time-limited discounts, you must activate the *Pricelists* "
|
||
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
|
||
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the pricelist feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73
|
||
msgid ""
|
||
"Once activated, you must choose the pricelists you want to make available in"
|
||
" the PoS and define a default one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77
|
||
msgid "Create a pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79
|
||
msgid ""
|
||
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
|
||
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
|
||
"create."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83
|
||
msgid ""
|
||
"When creating a pricelist, you can set several criteria to use a specific "
|
||
"price: period, min. quantity, etc. You can also decide to apply that "
|
||
"pricelist on specific products or on the whole range."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of a time-limited pricelist for two products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92
|
||
msgid "Using a pricelist with the PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94
|
||
msgid ""
|
||
"On the PoS interface, a new button appears. Use it to select a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid ""
|
||
"View of the button to use for time-limited discounts via the pos interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101
|
||
msgid ""
|
||
"Click on it to instantly update the prices with the selected pricelist. "
|
||
"Then, you can finalize the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3
|
||
msgid "Flexible taxes (fiscal positions)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5
|
||
msgid ""
|
||
"When running a business, you may need to apply different taxes and record "
|
||
"transactions on various accounts based on the location and type of business "
|
||
"of your customers and providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8
|
||
msgid ""
|
||
"The **fiscal positions** feature enables you to establish rules that "
|
||
"automatically select the right taxes and accounts used for each transaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51
|
||
msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13
|
||
msgid ":doc:`../../../finance/accounting/taxes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18
|
||
msgid ""
|
||
"To enable the feature, go to :menuselection:`Point of Sale --> Configuration"
|
||
" --> Settings`, scroll down to the :guilabel:`Accounting` section, and "
|
||
"enable :guilabel:`Flexible Taxes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21
|
||
msgid ""
|
||
"Then, set a default fiscal position that should be applied to all sales in "
|
||
"the selected POS in the :guilabel:`Default` field. You can also add more "
|
||
"fiscal positions to choose from in the :guilabel:`Allowed` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28
|
||
msgid ""
|
||
"According to the :doc:`fiscal localization package "
|
||
"<../../../finance/fiscal_localizations>` activated, several fiscal positions"
|
||
" are preconfigured and can be set and used in POS. However, you can also "
|
||
":ref:`create new fiscal positions <fiscal_positions/mapping>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33
|
||
msgid ""
|
||
"If you do not set a fiscal position, the tax remains as defined in the "
|
||
"**customer taxes** field on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37
|
||
msgid "Use fiscal positions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39
|
||
msgid ""
|
||
"Open a :ref:`POS session <pos/session-start>` to use one of the allowed "
|
||
"fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-"
|
||
"shaped** icon and select a fiscal position from the list. Doing so applies "
|
||
"the defined rules automatically to all the products subject to the chosen "
|
||
"fiscal position's regulations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48
|
||
msgid ""
|
||
"If a default fiscal position is set, the tax button displays the name of the"
|
||
" fiscal position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3
|
||
msgid "Loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/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/pricing/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/pricing/loyalty.rst:19
|
||
msgid "From there you can create and edit your loyalty programs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/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/pricing/loyalty.rst:30
|
||
msgid "Use the loyalty program in your PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/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/pricing/loyalty.rst:40
|
||
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/pricing/loyalty.rst:44
|
||
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/pricing/pricelists.rst:3
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38
|
||
#: ../../content/applications/sales/subscriptions/products.rst:105
|
||
msgid "Pricelists"
|
||
msgstr "Ceniki"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5
|
||
msgid ""
|
||
"Pricelists allow you to adjust product prices depending on various criteria "
|
||
"automatically. For example, you can set POS-specific prices, create "
|
||
"temporary discount periods, reward specific customers, or offer discounts "
|
||
"when set quantities are ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14
|
||
msgid ""
|
||
"Navigate to the :ref:`general POS app settings <configuration/settings>` and"
|
||
" ensure :guilabel:`Flexible Pricelists` are enabled under the "
|
||
":guilabel:`Pricing` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17
|
||
msgid ""
|
||
":ref:`Multiple prices per product <pricelists/simple>` is the default "
|
||
"pricelist option for setting simple fixed price rules per product. Select "
|
||
":ref:`Advanced price rules (discounts, formulas) <pricelists/advanced>` to "
|
||
"apply price rules to multiple products at once and to compute prices "
|
||
"dynamically using percentage discounts or more complex formulas in addition "
|
||
"to setting fixed prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Enabling pricelists in the general P0S settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26
|
||
msgid ""
|
||
"The selected pricelist type applies to the entire database, including the "
|
||
":doc:`Sales <../../sales/products_prices/prices/pricing>` and "
|
||
":ref:`eCommerce <ecommerce/pricelists>` apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33
|
||
msgid "Create pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click "
|
||
":guilabel:`New` or select an existing pricelist. The pricelist setup differs"
|
||
" depending on the :ref:`selected pricelist option "
|
||
"<pricelists/configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234
|
||
msgid "Multiple prices per product"
|
||
msgstr "Več različnih cen na proizvodu"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44
|
||
msgid ""
|
||
"When pricelists are configured to use the :guilabel:`Multiple prices per "
|
||
"product` option, it is possible to use multiple fixed prices for different "
|
||
"products or their variants depending, if necessary, on one or several "
|
||
"conditions. To add a new price rule to a pricelist:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48
|
||
msgid ""
|
||
"Click :guilabel:`Add a line`, and select a **product** and its **variant** "
|
||
"if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49
|
||
msgid "Add the condition(s):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51
|
||
msgid ""
|
||
"a product quantity to be reached by using the :guilabel:`Min. Quantity` "
|
||
"column;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52
|
||
msgid ""
|
||
"a determined period during which the pricelist is applied by using the "
|
||
":guilabel:`Start Date` and :guilabel:`End Date` columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55
|
||
msgid ""
|
||
"Add the :guilabel:`Price` to be applied when the conditions are met (if "
|
||
"any)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Setup form of a multiple prices pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:312
|
||
msgid "Advanced price rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65
|
||
msgid ""
|
||
"When pricelists are configured to use the :guilabel:`Advanced price rules "
|
||
"(discounts, formulas)` option, it is possible to use percentage "
|
||
"discounts/mark-ups and formulas in addition to using fixed prices. To add a "
|
||
"new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up "
|
||
"windows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69
|
||
msgid "Select a :guilabel:`Computation` method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71
|
||
msgid ""
|
||
":guilabel:`Fixed Price` to set a new fixed price (similarly to the "
|
||
":guilabel:`Multiple prices per product` option)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73
|
||
msgid ""
|
||
":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or "
|
||
"mark-up (e.g., `-10.00` %)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75
|
||
msgid ""
|
||
":guilabel:`Formula` to compute the price according to a formula. It is "
|
||
"required to define what the calculation is **based on** (:guilabel:`Sales "
|
||
"Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79
|
||
msgid "Apply a percentage :guilabel:`Discount` or mark-up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80
|
||
msgid ""
|
||
"Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount "
|
||
"(e.g., $ `-5.00`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81
|
||
msgid ""
|
||
"Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after "
|
||
":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra"
|
||
" Fee` is applied afterward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86
|
||
msgid ""
|
||
"To have the final price end with `.99`, set the :guilabel:`Rounding Method` "
|
||
"to `1.00` and the :guilabel:`Extra Fee` to `-0.01`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89
|
||
msgid ""
|
||
"Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit"
|
||
" :guilabel:`Margins` for computations based on :guilabel:`Cost`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92
|
||
msgid "Select on which product(s) the price rule should be **applied**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94
|
||
msgid ":guilabel:`All Products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95
|
||
msgid "a :guilabel:`Product Category`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96
|
||
msgid "a :guilabel:`Product`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97
|
||
msgid "a :guilabel:`Product Variant`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99
|
||
msgid ""
|
||
"Add conditions, such as a specific quantity to reach for the price to change"
|
||
" by using the :guilabel:`Min. Quantity` field or a specific period during "
|
||
"which the pricelist should be applied by using the :guilabel:`Validity` "
|
||
"fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Setup form to configure an advanced pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107
|
||
msgid "Select pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109
|
||
msgid ""
|
||
"Go to the :ref:`specific POS settings <configuration/settings>` and add all "
|
||
"the available pricelists in the :guilabel:`Available` field. Then, set its "
|
||
"**default pricelist** in the :guilabel:`Default` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113
|
||
msgid ""
|
||
"When you :ref:`open a POS session <pos/session-start>`, click the "
|
||
"**pricelists** button, and select the desired pricelist from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Button to select a pricelist on the POS frontend"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120
|
||
msgid ""
|
||
"Multiple pricelists must be selected for the **pricelist button** to be "
|
||
"displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121
|
||
msgid ""
|
||
"If a pricelist is selected on a POS order while its conditions are **not** "
|
||
"met, the price will **not** be adjusted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125
|
||
msgid ""
|
||
"You can also set a pricelist to be selected automatically once a specific "
|
||
":ref:`customer is set <pos/customers>`. To do so, go to the customer form "
|
||
"and switch to the preferred pricelist in the :guilabel:`Pricelist` field of "
|
||
"the :guilabel:`Sales & Purchase` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130
|
||
msgid ":doc:`../../sales/products_prices/prices/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131
|
||
msgid ""
|
||
":ref:`How to use pricelists in an ecommerce environment "
|
||
"<ecommerce/pricelists>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3
|
||
msgid "Receipts and invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6
|
||
msgid "Receipts"
|
||
msgstr "Dokazila"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8
|
||
msgid ""
|
||
"Set up receipts by going to :menuselection:`Point of Sale --> Configuration "
|
||
"--> Point of Sale`, selecting a POS, and scrolling down to the "
|
||
":guilabel:`Bills & Receipts` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11
|
||
msgid ""
|
||
"To **customize** the **header** and **footer**, activate :guilabel:`Header &"
|
||
" Footer` and fill in both fields with the information to be printed on the "
|
||
"receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14
|
||
msgid ""
|
||
"To **print receipts** automatically once the payment is registered, enable "
|
||
"the :guilabel:`Automatic Receipt Printing` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "POS receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21
|
||
msgid ":doc:`restaurant/bill_printing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22
|
||
msgid ":doc:`configuration/epos_printers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25
|
||
msgid "Reprint a receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27
|
||
msgid ""
|
||
"From the POS interface, click :guilabel:`Orders`, open the dropdown "
|
||
"selection menu next to the search bar, and change the default :guilabel:`All"
|
||
" active orders` filter to :guilabel:`Paid`. Then, select the corresponding "
|
||
"order and click :guilabel:`Print Receipt`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "Print receipt button from the backend"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35
|
||
msgid ""
|
||
"You can filter the list of orders using the search bar. Type in your "
|
||
"reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or "
|
||
":guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41
|
||
msgid "Invoices"
|
||
msgstr "Računi"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43
|
||
msgid ""
|
||
"Point of Sale allows you to issue and print invoices for :ref:`registered "
|
||
"customers <pos/customers>` upon payment and retrieve all past invoiced "
|
||
"orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47
|
||
msgid ""
|
||
"An invoice created in a POS creates an entry into the corresponding "
|
||
":ref:`accounting journal <cheat_sheet/journals>`, previously :ref:`set up "
|
||
"<receipts_invoices/invoice_configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55
|
||
msgid ""
|
||
"To define what journals will be used for a specific POS, go to the "
|
||
":ref:`POS' settings <configuration/settings>` and scroll down to the "
|
||
"accounting section. Then, you can determine the accounting journals used by "
|
||
"default for orders and invoices in the :guilabel:`Default Journals` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "accounting section in the POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64
|
||
msgid "Invoice a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66
|
||
msgid ""
|
||
"Upon processing a payment, click :guilabel:`Invoice` underneath the "
|
||
"customer's name to issue an invoice for that order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69
|
||
msgid ""
|
||
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
|
||
" automatically issued and ready to be downloaded and/or printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73
|
||
msgid ""
|
||
"To be able to issue an invoice, a :ref:`customer <pos/customers>` must be "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76
|
||
msgid "Retrieve invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78
|
||
msgid "To retrieve invoices from the **POS dashboard**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80
|
||
msgid ""
|
||
"access all orders made through your POS by going to :menuselection:`Point of"
|
||
" Sale --> Orders --> Orders`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82
|
||
msgid ""
|
||
"to access an order's invoice, open the **order form** by selecting the "
|
||
"order, then click :guilabel:`Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "invoice smart button from an order form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89
|
||
msgid ""
|
||
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
|
||
"the :guilabel:`Status` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91
|
||
msgid ""
|
||
"You can filter the list of orders to invoiced orders by clicking "
|
||
":guilabel:`Filters` and :guilabel:`Invoiced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95
|
||
msgid "QR codes to generate invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97
|
||
msgid ""
|
||
"Customers can also request an invoice by scanning the **QR code** printed on"
|
||
" their receipt. Upon scanning, they must fill in a form with their billing "
|
||
"information and click :guilabel:`Get my invoice`. On the one hand, doing so "
|
||
"generates an invoice available for download. On the other hand, the order "
|
||
"status goes from :guilabel:`Paid` or :guilabel:`Posted` to "
|
||
":guilabel:`Invoiced` in the Odoo backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "order status change"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106
|
||
msgid ""
|
||
"To use this feature, you have to enable QR codes on receipts by going to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select "
|
||
"the POS in the :guilabel:`Point of Sale` field, scroll down to the "
|
||
":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on "
|
||
"ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr "Poročanje"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:6
|
||
msgid "View statistics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:8
|
||
msgid ""
|
||
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
|
||
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
|
||
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:12
|
||
msgid ""
|
||
"These statistics are available in a graph or pivot view that you can filter "
|
||
"or group depending on your needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
|
||
msgid "Restaurant features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:7
|
||
msgid ""
|
||
"Managing a restaurant or a bar comes with specific needs. The Point of Sale "
|
||
"application provides various features that allow performing all the required"
|
||
" tasks in such businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:10
|
||
msgid "Once the POS is set to be used in a restaurant or a bar, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:12
|
||
msgid ""
|
||
":doc:`organize your floors and tables to reflect your interior "
|
||
"<restaurant/floors_tables>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:13
|
||
msgid ":ref:`take orders <floors_tables/orders>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:14
|
||
msgid ""
|
||
":doc:`communicate with the kitchen or the bar through the POS "
|
||
"<restaurant/kitchen_printing>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:15
|
||
msgid ""
|
||
":doc:`print bills in advance and split them <restaurant/bill_printing>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:16
|
||
msgid ":doc:`collect tips <restaurant/tips>`; and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:17
|
||
msgid ""
|
||
":doc:`set different taxes for takeaway food <pricing/fiscal_position>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:22
|
||
msgid ""
|
||
"To enable the restaurant and bar-specific features, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`, select the "
|
||
"POS, and activate :guilabel:`Is a Bar/Restaurant`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:25
|
||
msgid ""
|
||
"These features are displayed in the :guilabel:`Restaurant & Bar` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst-1
|
||
msgid "restaurant and bar-specific features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
|
||
msgid "Bills"
|
||
msgstr "Računi"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
|
||
msgid ""
|
||
"Typical practices in restaurants or bars are to request the bill before "
|
||
"proceeding to payment or splitting it based on the items ordered. Odoo POS "
|
||
"provides two features to perform these tasks seamlessly: **Bill Printing** "
|
||
"and **Bill Splitting**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
|
||
msgid ""
|
||
"To activate the features, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Settings`, select the POS, and activate :guilabel:`Early "
|
||
"Receipt Printing` and :guilabel:`Allow Bill Splitting` in the "
|
||
":guilabel:`Restaurant & Bar` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1
|
||
msgid ""
|
||
"activate the bill printing and bill splitting features in the POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21
|
||
msgid "Bill printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23
|
||
msgid ""
|
||
"From an open session, click :menuselection:`Bill --> Print` at any moment to"
|
||
" generate and print a bill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27
|
||
msgid ""
|
||
"The printed bill is **not** final and will be updated to reflect any changes"
|
||
" to the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30
|
||
msgid "Bill splitting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32
|
||
msgid ""
|
||
"From an open session, click :guilabel:`Split` to select the items to "
|
||
"regroup. Once everything is selected, click :guilabel:`Payment` and proceed "
|
||
"to checkout for these items. Repeat for each guest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36
|
||
msgid ""
|
||
"Once you return to the table, the selected items are no longer on order, as "
|
||
"they have been paid for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38
|
||
msgid "The feature is available as soon as at least two items are ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41
|
||
msgid ":doc:`floors_tables`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3
|
||
msgid "Floors and tables management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6
|
||
msgid "Add a floor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:8
|
||
msgid ""
|
||
"Once your *Point of Sale* has been configured, select *Table Management* "
|
||
"under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. "
|
||
"Then, click on *Floors* to create and name your floor and tables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the table management feature. Way to manage and create floors for a "
|
||
"pos"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"Backend view of a restaurant floor. Table name and number of sits for each "
|
||
"table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:21
|
||
msgid "Don’t forget to link your floor to your point of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24
|
||
msgid "Add tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:26
|
||
msgid ""
|
||
"To add tables, you can also open your PoS interface to see your floor(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the floors menu to manage several floors at the same time"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:33
|
||
msgid ""
|
||
"Then, click on *Edit Mode* (pencil icon on the upper right corner) to be "
|
||
"allowed to create, move, modify tables, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the floor management. Add tables, the number of sits, their name and"
|
||
" their shape"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:41
|
||
msgid ""
|
||
"To make your table easier to be found, you can rename them, change their "
|
||
"shape, size or even color. It is also possible to add the maximum number of "
|
||
"sits the table can have."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48
|
||
msgid "Register your table(s) orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:50
|
||
msgid ""
|
||
"To register an order, click on the respective table. By doing so, you are "
|
||
"taken to your main interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the pos interface to register orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58
|
||
msgid "Transfer customer(s)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:60
|
||
msgid ""
|
||
"If your customers want to move to another table after they already ordered, "
|
||
"use the transfer button. This way, the order is also moved to the new table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64
|
||
msgid "To do so, select the table your customer is currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the restaurant tables, one having a pending order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:70
|
||
msgid ""
|
||
"Now, click on the transfer button and select the table to which you are "
|
||
"transferring your customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the pos interface and transfer button. How to transfer customers from one table\n"
|
||
"to another"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79
|
||
msgid "Register an additional order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:81
|
||
msgid ""
|
||
"When registering an order, use the + button to simultaneously proceed to "
|
||
"another one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84
|
||
msgid ""
|
||
"Then, you can shift between your orders and process the payment when needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the - button, allowing employees to close/remove an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:92
|
||
msgid "The - button allows you to remove the order you are currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
|
||
msgid "Orders printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
|
||
msgid ""
|
||
"Integrating printers in a restaurant or bar's workflow can enhance "
|
||
"communication and collaboration between the front-of-house and back-of-house"
|
||
" teams, leading to a more streamlined and efficient service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15
|
||
msgid "Enable and create printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17
|
||
msgid ""
|
||
"To enable sending orders to a kitchen or bar printer, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down "
|
||
"to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen "
|
||
"Printers`. Type in a name for the printer in the :guilabel:`Printers` field "
|
||
"and click :guilabel:`Create and edit...` to open a setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
|
||
msgid ""
|
||
"To get a list of all the printers already created or to modify an already "
|
||
"created printer, click :guilabel:`--> Printers` and select the desired "
|
||
"printer to open the setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "settings to enable the kitchen printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32
|
||
msgid "Setup form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
|
||
msgid ""
|
||
"From the :ref:`setup form <kitchen_printing/enable>`, select the "
|
||
":guilabel:`Printer Type` according to your installation:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
|
||
msgid ""
|
||
"If your printer is connected to an IoT box, select :guilabel:`Use a printer "
|
||
"connected to the IoT Box` and select the device in the :guilabel:`IoT "
|
||
"Device` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
|
||
msgid ""
|
||
"If you use an Epson printer that does not need an IoT box, select "
|
||
":guilabel:`Use an Epson printer` and enter the printer's IP address in the "
|
||
":guilabel:`Epson Printer IP Address` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43
|
||
msgid ":doc:`/applications/general/iot/config/connect`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
|
||
msgid ":doc:`/applications/general/iot/devices/printer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45
|
||
msgid ":doc:`../configuration/epos_ssc`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47
|
||
msgid ""
|
||
"Set your printer to print specific products based on their POS category. To "
|
||
"do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product "
|
||
"Categories` field. If you leave this field empty, all products are sent to "
|
||
"the printer regardless of their POS category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "setup form to configure a kitchen printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56
|
||
msgid "Print orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58
|
||
msgid ""
|
||
"From an open session, start taking an order and click :guilabel:`Order` to "
|
||
"send it to the bar or the kitchen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "order button from the POS UI to send orders to a kitchen or a bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66
|
||
msgid ""
|
||
"When products can be printed, they appear in green in the cart, and the "
|
||
"order button turns green."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
|
||
msgid "Tips"
|
||
msgstr "Napitnina"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
|
||
msgid ""
|
||
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
|
||
":ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants "
|
||
"<../restaurant>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
|
||
msgid ""
|
||
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
|
||
" the page, select the POS in which you wish to allow **tipping**, scroll "
|
||
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
|
||
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
|
||
" The designated product will be used as a reference on customers' receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "enable tips in a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25
|
||
msgid "Tip products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27
|
||
msgid ""
|
||
"**Tip products** can be created on the spot. To do so, enter a product's "
|
||
"name in the :ref:`Tip Product <configuration>` field and click "
|
||
":guilabel:`Create` or press **enter**. The product is automatically "
|
||
"configured to be used as a tip at the payment screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31
|
||
msgid ""
|
||
"However, if you wish to be able to select the tip product in a POS session, "
|
||
"you must activate the **Available in POS** setting. To do so, click "
|
||
":guilabel:`Create and edit...` to open the product configuration form. Then,"
|
||
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
|
||
"checkbox, and click :guilabel:`Save & Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37
|
||
msgid ""
|
||
"When you create a product to use as a tip, leave the **product type** as "
|
||
":guilabel:`Consumable` to avoid unnecessary inventory movements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39
|
||
msgid ""
|
||
"You can only select one tip product per POS, but you can choose a different "
|
||
"one for each."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72
|
||
msgid "Tip using an Adyen terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44
|
||
msgid ""
|
||
"If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment "
|
||
"terminal and wish to enable **tips** using the terminal, check "
|
||
":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip "
|
||
"settings <configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79
|
||
msgid "Tip after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51
|
||
msgid ""
|
||
"If you use a POS system in a bar or a restaurant, you can enable "
|
||
":guilabel:`Add tip after payment (North America specific)`. Doing so "
|
||
"generates a bill to print and complete manually by the customer and the "
|
||
"waiter. That bill indicates the tip value the customer chooses to give after"
|
||
" the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56
|
||
msgid ""
|
||
"To use this feature, the selected payment method must have a bank journal "
|
||
"attributed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59
|
||
msgid "Add tips"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61
|
||
msgid ""
|
||
"To add tips to an order, :ref:`access the payment screen <pos/sell>` and "
|
||
"click :guilabel:`♥ Tip`. Then, enter the tipping amount, click "
|
||
":guilabel:`Confirm` to validate, and process the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "tip popup window"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67
|
||
msgid ""
|
||
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
|
||
"POS interface to add it to the cart. When selected, the product is "
|
||
"automatically set as a tip, and its default value equals its **Sales "
|
||
"Price**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74
|
||
msgid ""
|
||
"During checkout, select **Adyen** as the payment terminal, and send the "
|
||
"payment request to the device by clicking :guilabel:`Send`. The customers "
|
||
"are asked to enter the desired tipping amount on the terminal's screen "
|
||
"before proceeding to the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81
|
||
msgid ""
|
||
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
|
||
"Doing so generates a bill to complete by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "tipping bill after payment to complete by customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87
|
||
msgid ""
|
||
"On the following screen, click the percentage (:guilabel:`15%`, "
|
||
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
|
||
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
|
||
" the following order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "screen to select a tip amount to collect after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop.rst:5
|
||
msgid "Shop features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
|
||
msgid "Barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
|
||
msgid ""
|
||
"Using a barcode scanner to process point-of-sale orders improves your "
|
||
"efficiency in providing quicker customer service. Barcode scanners can be "
|
||
"used both to scan products or to log employees into a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
|
||
msgid ""
|
||
"To use a barcode scanner, you must enable the feature in the Inventory app. "
|
||
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
|
||
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1
|
||
msgid "barcode setting in the Inventory application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
|
||
msgid ""
|
||
":doc:`Set up a barcode scanner "
|
||
"</applications/inventory_and_mrp/barcode/setup/hardware>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
|
||
msgid ""
|
||
":doc:`Activate barcode scanners "
|
||
"</applications/inventory_and_mrp/barcode/setup/software>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
|
||
msgid ""
|
||
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
|
||
" Sale** with products that have a barcode number assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
|
||
msgid "Assign barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
|
||
msgid "To your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
|
||
msgid ""
|
||
"To use this feature in POS, your products must have barcodes assigned. To do"
|
||
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
|
||
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
|
||
"in the :guilabel:`General Information` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
|
||
msgid "To your employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
|
||
msgid ""
|
||
"To add an identification number to an employee, go to the **Employees** app "
|
||
"and open an **employee form**. Choose an identification number for your "
|
||
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
|
||
"Settings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
|
||
msgid "Use barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
|
||
msgid "Scan products"
|
||
msgstr "Skeniraj izdelke"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
|
||
msgid ""
|
||
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
|
||
"to the cart. To change the quantity, scan a product as many times as needed,"
|
||
" or click :guilabel:`Qty` and enter the number of products using the keypad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
|
||
msgid ""
|
||
"You can also enter the barcode number manually in the search bar to look for"
|
||
" the product. Then, click it to add it to the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
|
||
msgid "Log employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60
|
||
msgid ""
|
||
"You can also use a barcode scanner to log your employees. To do so, "
|
||
":ref:`restrict access <employee_login/configuration>` to the POS and "
|
||
":ref:`use barcodes to log your employees in <employee_login/badge>` your "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3
|
||
msgid "Customer display"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5
|
||
msgid ""
|
||
"The **customer display** feature provides customers with real-time checkout "
|
||
"updates on a secondary display."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
|
||
msgid "customer screen"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14
|
||
msgid ""
|
||
"Depending on your POS setup, the feature can be displayed :ref:`locally on a"
|
||
" secondary screen <customer_display/local>` or on :ref:`another monitor "
|
||
"connected to an IoT Box <customer_display/iot>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18
|
||
msgid ""
|
||
"To activate the feature, go to the POS settings, scroll down to the "
|
||
":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer "
|
||
"Display` checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
|
||
msgid "customer display setting checkbox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27
|
||
msgid "Local"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29
|
||
msgid ""
|
||
"Connect a second screen to your POS and :ref:`open a POS session "
|
||
"<pos/session-start>`. Then, click the screen icon to open a new window to "
|
||
"drag and drop onto the second screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35
|
||
msgid "IoT box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37
|
||
msgid ""
|
||
"Connect an IoT box to your database and the second screen to the IoT box. "
|
||
"Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, "
|
||
"scroll down to the :guilabel:`Connected Devices` section, tick the "
|
||
":guilabel:`IoT Box` checkbox, and select the second monitor in the "
|
||
":guilabel:`Customer Display` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
|
||
msgid "iot setting to connect a customer display"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:46
|
||
msgid "Both devices need to be connected to the same local network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49
|
||
msgid ":doc:`../../../general/iot/config/pos`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
|
||
msgid "Sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
|
||
msgid ""
|
||
"When working in retail, you might need to order products directly from your "
|
||
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
|
||
" Sales, meaning that you can create a sales order and pay for it directly "
|
||
"from your point of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
|
||
msgid "Select a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
|
||
msgid ""
|
||
"From the **Point of Sale** application, open a new session. Then, click on "
|
||
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
|
||
"sales orders created on the sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
||
msgid "Quotations and sales order button on the Point of Sale interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
|
||
msgid ""
|
||
"To ease finding the right sales order, you can filter that list on the "
|
||
"**customer** or on the **order reference**. You can also set the customer "
|
||
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
|
||
"particular customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
|
||
msgid "Apply a down payment or settle the order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
|
||
msgid "From the list of sales order, select one to make a payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
||
msgid "list view of sales orders and quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
|
||
msgid "You can either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
|
||
msgid ""
|
||
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
|
||
"payment`, enter the percentage of down payment you want the customer to pay."
|
||
" Then, click on :guilabel:`ok` and proceed with the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
|
||
msgid ""
|
||
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
|
||
"pay for the total of the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
|
||
msgid ""
|
||
"Once you settle a sales order, the applied down payment is automatically "
|
||
"deducted from the total amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
|
||
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
|
||
msgid "Serial numbers and lots"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
|
||
msgid ""
|
||
"Working with **serial numbers** and **lots** allows tracking your products' "
|
||
"movements. When products are tracked, the system identifies their location "
|
||
"based on their last movement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
|
||
msgid ""
|
||
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
|
||
" Products`. Then, select a product and check the :guilabel:`Tracking By "
|
||
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
|
||
":guilabel:`Inventory` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "Enable traceability settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
|
||
msgid "Serial numbers and lots importation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
|
||
msgid ""
|
||
"You can import serial numbers in Point of Sale. To do so, select a **sales "
|
||
"order** or a **quotation** containing tracked products. Then, agree to load "
|
||
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "Pop-up window for serial number import"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
|
||
msgid ""
|
||
"The imported tracking numbers appear below the tracked products. You can "
|
||
"modify them by clicking on the list-view button next to the products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
|
||
msgid ":doc:`../shop/sales_order`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
|
||
msgid "Serial numbers and lots creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
|
||
msgid ""
|
||
"If a tracked product is available in your POS, adding the product to the "
|
||
"cart opens a pop-up window where you can type or scan the product's serial "
|
||
"or lot numbers. To add more than one of the same tracked products, click on "
|
||
"**enter** to validate and start a new line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "adding new serial and lots numbers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
|
||
msgid ""
|
||
"Changing a tracked product's quantity using the numpad turns the list-view "
|
||
"button red. Click on it to add the missing lot and serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
|
||
msgid ""
|
||
":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
|
||
"products but not mandatory. Meaning that not attributing some or any does "
|
||
"**not** prevent from completing the sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3
|
||
msgid "Ship later"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5
|
||
msgid ""
|
||
"The **Ship Later** feature allows you to sell products and schedule delivery"
|
||
" at a later date. It is useful, for example, when a product is out of stock "
|
||
"or so voluminous that it requires to be shipped, or if, for any reason, the "
|
||
"customer needs their order to be shipped later, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12
|
||
msgid ""
|
||
":ref:`Go to the POS settings <configuration/settings>`, scroll down to the "
|
||
":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
|
||
msgid "settings to enable and configure the ship later feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19
|
||
msgid "Once activated, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21
|
||
msgid ""
|
||
"Choose the location from where the products are shipped by selecting a "
|
||
":guilabel:`Warehouse`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22
|
||
msgid ""
|
||
"Define a :guilabel:`Specific route`, or leave this field empty to use the "
|
||
"default route."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23
|
||
msgid ""
|
||
"Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as "
|
||
"possible` if the products can be delivered separately or :guilabel:`When all"
|
||
" products are ready` to ship all the products at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34
|
||
msgid ":ref:`Open a session <pos/session-start>` and make a sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35
|
||
msgid ""
|
||
"On the payment screen, set a customer and select :guilabel:`Ship Later`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36
|
||
msgid ""
|
||
"On the popup window, set a shipping date and click :guilabel:`Confirm` to "
|
||
"proceed to payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
|
||
msgid "selecting ship later at checkout."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42
|
||
msgid ""
|
||
"The system instantly creates a delivery order from the warehouse to the "
|
||
"shipping address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45
|
||
msgid ""
|
||
"The selected customer must have referenced an address in the system for "
|
||
"products to be shipped."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:3
|
||
msgid "Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:5
|
||
msgid "**Odoo Rental** is a comprehensive solution to manage your rentals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:7
|
||
msgid ""
|
||
"From a single view, you can send out quotations, confirm orders, schedule "
|
||
"rentals, register when products are picked up and returned, and invoice your"
|
||
" customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:11
|
||
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:12
|
||
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:17
|
||
msgid "Rental Pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Rental --> Products`, select or create a product, and "
|
||
"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a"
|
||
" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a "
|
||
"*Duration*, and a *Price*. You can add as many price lines as necessary, "
|
||
"usually to give out discounts for longer rental durations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Example of rental pricing configuration in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:32
|
||
msgid ""
|
||
"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*."
|
||
" You can also set a *Security Time*, expressed in hours, to make the product"
|
||
" temporarily unavailable between two rental orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:37
|
||
msgid ""
|
||
"If you want to rent a product created outside of the Rental app, do not "
|
||
"forget to tick *Can be Rented* under the product's name. By default, this "
|
||
"option is ticked when you create a product directly from the Rental app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:42
|
||
msgid "Computing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:44
|
||
msgid ""
|
||
"Odoo always uses two rules to compute the price of a product when you create"
|
||
" a rental order:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:46
|
||
msgid "Only one price line is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:47
|
||
msgid "The cheapest line is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:50
|
||
msgid "Consider the following rental pricing configuration for a product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:52
|
||
msgid "1 day: $100"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:53
|
||
msgid "3 days: $250"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:54
|
||
msgid "1 week: $500"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:56
|
||
msgid ""
|
||
"A customer wants to rent this product for eight days. What price will they "
|
||
"pay?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:58
|
||
msgid ""
|
||
"After an order is created, Odoo selects the second line as this is the "
|
||
"cheapest option. The customer has to pay three times '3 days' to cover the "
|
||
"rental's eight days, for a total of $750."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:64
|
||
msgid "Customer signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:66
|
||
msgid ""
|
||
"You can ask your customers to sign a rental agreement outlining the "
|
||
"arrangement between you and your customers before they pick up products to "
|
||
"make sure your products are returned on time and in their original "
|
||
"condition. To do so, go to :menuselection:`Rental --> Configuration --> "
|
||
"Settings`, activate *Digital Documents*, and *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Digital Documents settings in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:76
|
||
msgid ""
|
||
"This feature requires the :doc:`Sign <../productivity/sign>` app. If "
|
||
"necessary, Odoo installs it after activating *Digital Documents*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:79
|
||
msgid ""
|
||
"Once the app settings are saved, you have the option to change the default "
|
||
"*Rental Agreement* from the dropdown menu. You can pick any document already"
|
||
" uploaded to the *Sign* app, or upload a new one to the *Sign* app by "
|
||
"clicking on *Upload Template*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:83
|
||
msgid ""
|
||
"To request a customer signature, select a confirmed rental order, click on "
|
||
"*Sign Documents*, choose the document template and click on *Sign Documents*"
|
||
" again. On the next window, select your customer and click on *Sign Now* to "
|
||
"start the signing process with your customer. Once the document is "
|
||
"completed, click on *Validate & Send Completed Document*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:89
|
||
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:94
|
||
msgid "Pickup and Return receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:96
|
||
msgid ""
|
||
"You can print and give your customers receipts when they pick up and/or "
|
||
"return products. To do so, open any rental order, click on *Print* and "
|
||
"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all "
|
||
"information about the current status of the rented items: which were picked "
|
||
"up, when they are expected to be returned, which were returned, and "
|
||
"potential rental delay costs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Printing a Pickup and Return receipt in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales.rst:10
|
||
msgid ""
|
||
"**Odoo Sales** is the application to run your sales process (from quotation "
|
||
"to sales order) and deliver and invoice what has been sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales.rst:14
|
||
msgid ""
|
||
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector.rst:5
|
||
msgid "Amazon Connector"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
|
||
msgid "Amazon Connector features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
|
||
msgid ""
|
||
"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which "
|
||
"considerably reduces the amount of time spent manually entering Amazon "
|
||
"orders (from the Amazon Seller account) into Odoo. It also allows users to "
|
||
"accurately keep track of Amazon sales in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
|
||
msgid "Supported features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
|
||
msgid "The Amazon Connector is able to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
|
||
msgid ""
|
||
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and "
|
||
"their order items, which include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
|
||
msgid "product name, description, and quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
|
||
msgid "shipping costs for the product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
|
||
msgid "gift wrapping charges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
|
||
msgid ""
|
||
"Create any missing partner related to an order in Odoo (contact types "
|
||
"supported: contact and delivery address)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:24
|
||
msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
|
||
msgid "Support multiple seller accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:28
|
||
msgid "Support multiple marketplaces per seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:30
|
||
msgid ""
|
||
"The following table lists capabilities provided by Odoo when using the "
|
||
"Amazon Connector:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
|
||
msgid "Fulfilled By Amazon (FBA)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
|
||
msgid "Fulfilled By Merchant (FBM)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
||
msgid "**Orders**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
||
msgid "Synchronize shipped and canceled orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
||
msgid "Synchronize unshipped and canceled orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
|
||
msgid "**Shipping**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
|
||
msgid ""
|
||
"Shipping cost is computed by Amazon, and included in the synchronized order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
|
||
msgid ""
|
||
"Shipping cost is computed by Amazon and included in the synchronized orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
|
||
msgid "Shipping done by Amazon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
|
||
msgid ""
|
||
"A delivery order is automatically created in Odoo for each new order. Once "
|
||
"it has been processed in Odoo, the status is then synchronized in Amazon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
|
||
msgid "**Gift Wrapping**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:59
|
||
msgid "Handled by Amazon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
|
||
msgid ""
|
||
"Cost is computed by Amazon, and included in the synchronized order. Gift "
|
||
"message is added on a line of the order and on the delivery order. Then it "
|
||
"is up to the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:54
|
||
msgid "**Stock Management**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:54
|
||
msgid ""
|
||
"Managed by Amazon, and synchronized with a virtual location to follow it in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:54
|
||
msgid "Managed in Odoo Inventory app, and synchronized with Amazon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:59
|
||
msgid "**Delivery Notifications**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:59
|
||
msgid "Send by Amazon, based on delivery status synchronized from Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:64
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20
|
||
msgid ""
|
||
"The stock synchronization does **not** currently support selling the same "
|
||
"product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled "
|
||
"By Amazon)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:67
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:23
|
||
msgid ""
|
||
"At times, when stock is sent for all products, it triggers a stock problem "
|
||
"with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By "
|
||
"Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:71
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:27
|
||
msgid ""
|
||
"As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, "
|
||
"instead of taking from their own warehouse. Odoo developers are currently "
|
||
"working on resolving this issue to avoid future discrepancies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:76
|
||
msgid ""
|
||
"The Amazon Connector is designed to synchronize the data of sales orders. "
|
||
"Other actions, such as downloading monthly fees reports, handling disputes, "
|
||
"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as"
|
||
" usual."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:81
|
||
msgid ""
|
||
"As of February 19, 2024, in North American marketplaces, :abbr:`FBA "
|
||
"(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not "
|
||
"get the customer's name passed onto the sales/delivery order in Odoo. This "
|
||
"is due to the fact that Amazon now calculates, and remits, sales tax on "
|
||
"behalf of sellers. In other words, personally identifiable customer "
|
||
"information is not transmitted to the seller any longer, after a :abbr:`FBA "
|
||
"(Fulfilled by Amazon)` order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:90
|
||
msgid "Supported marketplaces"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:92
|
||
msgid ""
|
||
"If a marketplace is not listed in your Amazon marketplaces, it's possible to"
|
||
" :ref:`add a new marketplace <amazon/add-new-marketplace>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:96
|
||
msgid "**North America region**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:98
|
||
msgid "Canada"
|
||
msgstr "Kanada"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:98
|
||
msgid "Amazon.ca"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
|
||
msgid "Mexico"
|
||
msgstr "Mehika"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
|
||
msgid "Amazon.com.mx"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
|
||
msgid "US"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
|
||
msgid "Amazon.com"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:106
|
||
msgid "**Europe region**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:108
|
||
msgid "Germany"
|
||
msgstr "Nemčija"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:108
|
||
msgid "Amazon.de"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
|
||
msgid "Spain"
|
||
msgstr "Španija"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
|
||
msgid "Amazon.es"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
|
||
msgid "France"
|
||
msgstr "Francija"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
|
||
msgid "Amazon.fr"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
|
||
msgid "UK"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
|
||
msgid "Amazon.co.uk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
|
||
msgid "Italy"
|
||
msgstr "Italija"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
|
||
msgid "Amazon.it"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
|
||
msgid "Netherlands"
|
||
msgstr "Nizozemska"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
|
||
msgid "Amazon.nl"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:122
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:187
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8
|
||
msgid ":doc:`setup`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:123
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:155
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9
|
||
msgid ":doc:`manage`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
|
||
msgid "Amazon order management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
|
||
msgid "Order synchronization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
|
||
msgid ""
|
||
"Orders are automatically fetched from Amazon, and synchronized in Odoo, at "
|
||
"regular intervals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10
|
||
msgid ""
|
||
"The synchronization is based on the Amazon status: only orders whose status "
|
||
"has changed since the last synchronization are fetched from Amazon. This "
|
||
"includes changes on either end (Amazon or Odoo)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13
|
||
msgid ""
|
||
"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are "
|
||
"fetched."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
|
||
msgid ""
|
||
"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and "
|
||
"*Canceled* orders. For each synchronized order, a sales order and customer "
|
||
"are created in Odoo (if the customer is not already registered in the "
|
||
"database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
|
||
msgid ""
|
||
"When an order is canceled in Amazon, and was already synchronized in Odoo, "
|
||
"the corresponding sales order is automatically canceled in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
|
||
msgid "Force synchronization"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:38
|
||
msgid ""
|
||
"In order to force the synchronization of an order, whose status has **not** "
|
||
"changed since the previous synchronization, start by activating the "
|
||
":ref:`developer mode <developer-mode>`. This includes changes on either end "
|
||
"(Amazon or Odoo)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:42
|
||
msgid ""
|
||
"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> "
|
||
"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
|
||
"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> "
|
||
"Last Order Sync`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46
|
||
msgid ""
|
||
"Be sure to pick a date that occurs prior to the last status change of the "
|
||
"desired order to synchronize and save. This will ensure synchronization "
|
||
"occurs correctly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:51
|
||
msgid ""
|
||
"To immediately synchronize the orders of an Amazon account, switch to "
|
||
":ref:`developer mode <developer-mode>`, head to the Amazon account in Odoo, "
|
||
"and click :guilabel:`Sync Orders`. The same can be done with pickings by "
|
||
"clicking :guilabel:`Sync Pickings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:56
|
||
msgid "Manage deliveries in FBM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:58
|
||
msgid ""
|
||
"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a "
|
||
"picking is instantly created in the *Inventory* app, along with a sales "
|
||
"order and customer record. Then, decide to either ship all the ordered "
|
||
"products to the customer at once, or ship products partially using "
|
||
"backorders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:62
|
||
msgid ""
|
||
"When a picking related to the order is confirmed, a notification is then "
|
||
"sent to Amazon, who, in turn, notifies the customer that the order (or a "
|
||
"part of it) is on its way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
|
||
msgid ""
|
||
"Amazon requires users to provide a tracking reference with each delivery. "
|
||
"This is needed to assign a carrier."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69
|
||
msgid ""
|
||
"If the carrier doesn't automatically provide a tracking reference, one must "
|
||
"be set manually. This rule applies to all Amazon marketplaces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:73
|
||
msgid ""
|
||
"If the chosen carrier isn't supported by Odoo, a carrier with the same name "
|
||
"can still be created (e.g. create a carrier named `easyship`). The name used"
|
||
" is **not** case sensitive, but be mindful to avoid typos. If there are "
|
||
"typos, Amazon will **not** recognize them. Next, create a delivery carrier "
|
||
"named `Self Delivery` to inform Amazon that the user will make the "
|
||
"deliveries. Even with this route, a tracking reference still **must** be "
|
||
"entered. Remember, the customer is notified by email about the delivery, and"
|
||
" the carrier, along with the tracking reference, are displayed in the email "
|
||
"to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:82
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85
|
||
msgid "Follow deliveries in FBA"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87
|
||
msgid ""
|
||
"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
|
||
"move is recorded in the *Inventory* app for each sales order item. That way,"
|
||
" it's saved in the system."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:90
|
||
msgid ""
|
||
"Inventory managers can access these stock moves by navigating to "
|
||
":menuselection:`Inventory app --> Reporting --> Moves History`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:93
|
||
msgid ""
|
||
"For FBA orders, the stock move is automatically created in Odoo by the "
|
||
"Amazon connector, thanks to the shipping status of Amazon. When sending new "
|
||
"products to Amazon, the user should manually create a picking (delivery "
|
||
"order) to transfer these products from their warehouse to the Amazon "
|
||
"location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:98
|
||
msgid ""
|
||
"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after "
|
||
"replenishing stock. An automated replenishment from reordering rules can "
|
||
"also be triggered on the Amazon location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:101
|
||
msgid ""
|
||
"The Amazon location is configurable by accessing the Amazon account managed "
|
||
"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales"
|
||
" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> "
|
||
"Amazon Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105
|
||
msgid ""
|
||
"All accounts of the same company use the same Amazon location, by default. "
|
||
"However, it is possible to follow the stock filtered by marketplace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:108
|
||
msgid ""
|
||
"To do that, first remove the marketplace, where the desired stock to follow "
|
||
"separately can be found, from the list of synchronized marketplaces, which "
|
||
"can be found by navigating to :menuselection:`Sales app --> Configuration "
|
||
"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113
|
||
msgid ""
|
||
"Next, create another registration for this account, and remove all "
|
||
"marketplaces--- **except** the marketplace this is desired to be isolated "
|
||
"from the others."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:116
|
||
msgid ""
|
||
"Lastly, assign another stock location to the second registration of the "
|
||
"account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:119
|
||
msgid "Invoice and register payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122
|
||
msgid "Issue invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:124
|
||
msgid ""
|
||
"Due to Amazon's policy of not sharing customer email addresses, it is "
|
||
"**not** possible to send invoices directly to Amazon customers from Odoo. "
|
||
"However, it **is** possible to manually upload the generated invoices from "
|
||
"Odoo to the Amazon back-end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128
|
||
msgid ""
|
||
"Additionally, for B2B clients, it is currently required to manually retrieve"
|
||
" VAT numbers from the Amazon back-end **before** creating an invoice in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132
|
||
msgid ""
|
||
"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: "
|
||
"invoices created from Amazon sales orders are **not** synchronized with "
|
||
"TaxCloud, since Amazon already includes them in its own tax report to "
|
||
"TaxCloud."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137
|
||
msgid "TaxCloud integration will be decommissioned in Odoo 17+."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140
|
||
msgid "Register payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:142
|
||
msgid ""
|
||
"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* "
|
||
"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* "
|
||
"intermediary account is recommended."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:145
|
||
msgid ""
|
||
"Additionally, as Amazon makes a single monthly payment, selecting all the "
|
||
"invoices linked to a single payment is necessary when registering payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148
|
||
msgid ""
|
||
"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon "
|
||
"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment "
|
||
"Method`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151
|
||
msgid ""
|
||
"Then, select all the generated payments, and click :menuselection:`Actions "
|
||
"--> Create batch payment --> Validate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:155
|
||
msgid ""
|
||
"This same action can be performed with vendor bills from Amazon dedicated to"
|
||
" commissions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157
|
||
msgid ""
|
||
"When the balance is received in the bank account at the end of the month, "
|
||
"and the bank statements are recorded, credit the Amazon intermediary account"
|
||
" by the amount received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:161
|
||
msgid "Follow Amazon sales in sales reporting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:163
|
||
msgid ""
|
||
"On the Amazon account profile in Odoo , a sales team is set under the "
|
||
":guilabel:`Order Follow-up` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166
|
||
msgid ""
|
||
"This gives quick access to important metrics related to sales reporting. By "
|
||
"default, the Amazon account's sales team is shared between all of the "
|
||
"company's accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:169
|
||
msgid ""
|
||
"If desired, the sales team on the account can be changed for another, in "
|
||
"order to perform a separate reporting for the sales of this account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:173
|
||
msgid "It is also possible to perform reporting on a per-marketplace basis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175
|
||
msgid ""
|
||
"First, remove the desired marketplace from the list of synchronized "
|
||
"marketplaces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:177
|
||
msgid ""
|
||
"To access the list of synchronized marketplaces in Odoo, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> "
|
||
"Amazon Sync --> Amazon Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:180
|
||
msgid ""
|
||
"Then, create another registration for this account, and remove all other "
|
||
"marketplaces **except** the one to isolate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:183
|
||
msgid ""
|
||
"Lastly, assign another sales team to one of the two registrations of the "
|
||
"account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:154
|
||
msgid ":doc:`features`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
|
||
msgid "Amazon Connector configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:5
|
||
msgid ""
|
||
"Odoo allows users to register an Amazon seller account in the database, but "
|
||
"the user **must** have a paid Amazon Seller account prior to completing the "
|
||
"configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:8
|
||
msgid ""
|
||
"Set up a paid Seller account on Amazon by first logging into the Amazon "
|
||
"platform, and navigating to :menuselection:`Account \\& Lists --> Start a "
|
||
"Selling Account` from the drop-down menu located in the header section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:12
|
||
msgid ""
|
||
"Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process "
|
||
"and finally proceed to follow the instructions below to register and link "
|
||
"that Amazon Seller account in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:16
|
||
msgid "`Sell with Amazon <https://www.amazon.com/b/?node=12766669011>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:19
|
||
msgid "Connect Amazon Seller account to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
|
||
msgid ""
|
||
"To connect an Amazon Seller account in Odoo, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Settings --> Connectors "
|
||
"section`, activate the :guilabel:`Amazon Sync` feature, and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:27
|
||
msgid ""
|
||
"Then, return to :menuselection:`Sales app --> Configuration --> Settings -->"
|
||
" Connectors section`, and click on the :guilabel:`Amazon Accounts` link "
|
||
"under the :guilabel:`Amazon Sync` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid ""
|
||
"The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:34
|
||
msgid ""
|
||
"Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, "
|
||
"click :guilabel:`New` to create and link a new Amazon account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:37
|
||
msgid ""
|
||
"On the blank :guilabel:`Amazon Account` form page, start by choosing a name "
|
||
"for the account (e.g. `American Marketplace`). Then, in the "
|
||
":guilabel:`Credentials` tab, select the marketplace on which the seller "
|
||
"account was initially created from the :guilabel:`Home Marketplace` drop-"
|
||
"down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid "A typical Amazon Account form page in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:45
|
||
msgid ""
|
||
"After saving, the field in the :guilabel:`Credentials` tab is replaced by a "
|
||
":guilabel:`Link with Amazon` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid ""
|
||
"A typical Amazon Account form page and Link with Amazon button in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:52
|
||
msgid ""
|
||
"Clicking that button redirects to either the Amazon login page, or directly "
|
||
"to the required consent page, if the user is already logged in to Amazon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:55
|
||
msgid "On the login page, log in to the desired Amazon seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:57
|
||
msgid ""
|
||
"On the consent page, confirm that Amazon is allowed to give Odoo access to "
|
||
"the account and related data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:60
|
||
msgid ""
|
||
"Upon confirmation, Amazon returns the user to Odoo, and the account has been"
|
||
" registered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:62
|
||
msgid ""
|
||
"With the Amazon account successfully registered, the marketplaces available "
|
||
"to this specific account are synchronized with Odoo and listed under the "
|
||
":guilabel:`Marketplaces` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:65
|
||
msgid ""
|
||
"If desired, remove items from the list of synchronized marketplaces to "
|
||
"disable synchronization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:68
|
||
msgid "Amazon orders in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:70
|
||
msgid ""
|
||
"When an Amazon order is synchronized, up to three line items are created on "
|
||
"the sales order in Odoo. Each one represents a product sold on Amazon: one "
|
||
"for the product that was sold on Amazon Marketplace, one for the shipping "
|
||
"charges (if any), and one for the gift wrapping charges (if any)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
|
||
msgid ""
|
||
"The selection of a database product for a sales order item is done by "
|
||
"matching its :guilabel:`Internal Reference` (a customizable product "
|
||
"reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for "
|
||
"marketplace items, the Amazon *Shipping Code* for delivery charges, and the "
|
||
"Amazon *Gift Wrapping* code for gift wrapping charges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:81
|
||
msgid ""
|
||
"For marketplace products, pairings are saved as *Amazon Offers*, which are "
|
||
"listed under the :guilabel:`Offers` smart button on the account form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid "The Amazon Offers smart button on the account form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88
|
||
msgid ""
|
||
"Offers are automatically created when the pairing is established, and "
|
||
"they're used for subsequent orders to lookup SKUs. If no offer with a "
|
||
"matching SKU is found, :ref:`the internal reference is used instead "
|
||
"<amazon/matching>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93
|
||
msgid ""
|
||
"It's possible to force the pairing of a marketplace item with a specific "
|
||
"product, by changing either the product or the SKU of an offer to ensure "
|
||
"they match. The offer can be manually created if it was not automatically "
|
||
"done yet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:97
|
||
msgid ""
|
||
"This is useful if the internal reference is not used as the SKU, or if the "
|
||
"product sells under different conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:100
|
||
msgid ""
|
||
"If no database product with a matching internal reference is found for a "
|
||
"given Amazon SKU or gift wrapping code, then a default database product, "
|
||
"*Amazon Sale*, is used. The same is done with the default product *Amazon "
|
||
"Shipping* if no database product is found for a given Amazon shipping code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
|
||
msgid ""
|
||
"To modify default products, activate the :ref:`developer mode <developer-"
|
||
"mode>`, and navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings --> Connectors --> Amazon Sync --> Default Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:110
|
||
msgid "Product tax configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:112
|
||
msgid ""
|
||
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
|
||
"the sales order items are those set on the product, or determined by the "
|
||
"fiscal position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:115
|
||
msgid ""
|
||
"Make sure to have the correct taxes set on your products in Odoo, or have it"
|
||
" done by a fiscal position, to avoid discrepancies in the subtotals between "
|
||
"*Amazon Seller Central* and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:119
|
||
msgid ""
|
||
"As Amazon does not necessarily apply the same taxes as those configured in "
|
||
"Odoo, it may happen that order totals differ by a few cents between Odoo and"
|
||
" *Amazon Seller Central*. Those differences can be resolved with a write-off"
|
||
" when reconciling the payments in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:126
|
||
msgid "Add a new marketplace"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:128
|
||
msgid ""
|
||
"All marketplaces are supported by the Amazon Connector. To add a new "
|
||
"marketplace, proceed as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:131
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:132
|
||
msgid ""
|
||
"Go to :menuselection:`Sales app --> Configuration --> Settings --> "
|
||
"Connectors --> Amazon Sync --> Amazon Marketplaces`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:134
|
||
msgid "Click :guilabel:`New` to create a new marketplace record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:135
|
||
msgid ""
|
||
"Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select "
|
||
"the :guilabel:`Amazon Region` for your marketplace as described in the "
|
||
"`Amazon Documentation for marketplace IDs and regions <https://developer-"
|
||
"docs.amazon.com/sp-api/docs/marketplace-ids>`_, and the :guilabel:`Seller "
|
||
"Central URL` as described in the `Amazon Documentation for seller central "
|
||
"URLs <https://developer-docs.amazon.com/sp-api/docs/seller-central-urls>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:140
|
||
msgid ""
|
||
"Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily "
|
||
"retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the "
|
||
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
|
||
"respectively hold the *Marketplace ID*, the selected Amazon region, and the "
|
||
"*Seller Central URL* values from the Amazon Documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:144
|
||
msgid ""
|
||
"Once the marketplace is saved, update the Amazon Account configuration by "
|
||
"going to :menuselection:`Sales app --> Configuration --> Settings --> "
|
||
"Connectors --> Amazon Sync --> Amazon Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:147
|
||
msgid ""
|
||
"Select the account on which to use the new marketplace, go to the "
|
||
":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available "
|
||
"marketplaces`. An animation should confirm the success of the operation. "
|
||
"Newly added marketplaces are automatically added to the list of synchronized"
|
||
" marketplaces. If the new marketplace is not added to the list, it means "
|
||
"that it is either incompatible or unavailable for the seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector.rst:5
|
||
msgid "eBay Connector"
|
||
msgstr "eBay povezovalnik"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3
|
||
msgid "Linking existing listings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5
|
||
msgid ""
|
||
"Once the eBay account is linked existing listings from within the eBay "
|
||
"seller account need to be added manually to the Odoo product listings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8
|
||
msgid ""
|
||
"The process will be as follows: - Turn off eBay scheduled actions - Add "
|
||
"products and link listings - Turn on eBay scheduled actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6
|
||
msgid "To learn more about the eBay connector visit these pages as well:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19
|
||
msgid ":doc:`troubleshooting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21
|
||
msgid "Turn off eBay scheduled actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23
|
||
msgid ""
|
||
"To start linking existing listings in eBay, first turn off the eBay "
|
||
"notifications in the scheduled actions in Odoo. The reason for this is so "
|
||
"that no orders or eBay data syncs during this process. The "
|
||
":guilabel:`Scheduled Actions` can be accessed by first activating "
|
||
":ref:`developer mode <developer-mode>`. After doing so, go to "
|
||
":menuselection:`Settings --> Technical --> Automation --> Scheduled "
|
||
"Actions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30
|
||
msgid ""
|
||
":doc:`../../../general/developer_mode` must be activated to ensure the "
|
||
"technical menu appears for the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33
|
||
msgid ""
|
||
"Disabling scheduled actions enables users to sync and validate eBay data "
|
||
"before receiving orders. The following are descriptions of scheduled actions"
|
||
" that need to be temporarily deactivated:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36
|
||
msgid ""
|
||
":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo"
|
||
" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order "
|
||
"reference` field). This command also updates existing orders, where changes "
|
||
"we made in eBay. New and updated orders are then placed in draft mode. "
|
||
"Customers will be created if they are not already in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40
|
||
msgid ""
|
||
":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41
|
||
msgid ""
|
||
":guilabel:`eBay: update categories`: eBay will push updated monthly "
|
||
"categories (only up to fourth layer; a manual update required for the rest)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44
|
||
msgid ""
|
||
"To toggle off the eBay notification, select the entry from the "
|
||
":guilabel:`Scheduled Actions` list. Then, on the page, click the "
|
||
":guilabel:`Active` toggle button to turn it off."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48
|
||
msgid "Sync eBay categories"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50
|
||
msgid ""
|
||
"To ensure that Odoo's eBay products have all the categories available on "
|
||
"eBay, the eBay categories should be synced to Odoo next."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53
|
||
msgid ""
|
||
"Navigate to :menuselection:`Settings --> Technical --> Automation --> "
|
||
"Scheduled Actions`. Click into the scheduled action labeled: "
|
||
":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:58
|
||
msgid ""
|
||
"Odoo only recognizes eBay category paths up to four layers deep. If a "
|
||
"product has a listing of more than four, the category field will only "
|
||
"populate up to the fourth layer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:61
|
||
msgid ""
|
||
"If product categories beyond four paths are required, users need to manually"
|
||
" add those paths. This has historically been done by getting a list of all "
|
||
"product categories beyond 4 paths, manually importing them into the Product "
|
||
"Category model in Odoo, then linking them individually to the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:66
|
||
msgid ""
|
||
"Users can import the remaining product categories into the eBay product "
|
||
"categories manually using using the :guilabel:`Action` menu and "
|
||
":guilabel:`Import` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:70
|
||
msgid "Link eBay listings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:72
|
||
msgid ""
|
||
"To add eBay listings in Odoo, either manually add products, using a listing "
|
||
"ID, or establish an automatic listing link between Odoo and eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:76
|
||
msgid ""
|
||
"For more information on listing a product from scratch visit: :ref:`How to "
|
||
"list a product? <ebay-connector/listing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:80
|
||
msgid "Manual listing link"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:82
|
||
msgid ""
|
||
"To add an eBay listing to products in Odoo, begin by going to "
|
||
":menuselection:`Sales app --> Products --> Products` and selecting the "
|
||
"desired product. Click on :guilabel:`Sell on eBay` (either in the "
|
||
":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select "
|
||
":guilabel:`Save` if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:86
|
||
msgid ""
|
||
"Still the product form, click :guilabel:`link to listing` in the top menu "
|
||
"and enter in listing ID from eBay in the pop up (the listing ID is in the "
|
||
"eBay product URL)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:90
|
||
msgid ""
|
||
"An example URL would be as such: "
|
||
"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The "
|
||
"listing ID is `272222656444` in this case. Once the listing ID has been "
|
||
"entered the eBay listing information will sync into Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:96
|
||
msgid "Turn on eBay scheduled Actions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:98
|
||
msgid ""
|
||
"The next step is to turn on the eBay notifications in the scheduled actions "
|
||
"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled "
|
||
"Actions` can be accessed by first activating :ref:`developer mode "
|
||
"<developer-mode>` and go to :menuselection:`Settings --> Technical --> "
|
||
"Automation --> Scheduled Actions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:103
|
||
msgid ""
|
||
"Turning on the following scheduled actions allows users to sync and validate"
|
||
" eBay data automatically."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:106
|
||
msgid ""
|
||
":guilabel:`eBay: get new orders`: eBay will push all new orders not already "
|
||
"in Odoo (based on client_order_reference, or sales order reference field), "
|
||
"and will update orders if there has been a change from eBay. Orders will be "
|
||
"put in draft mode. Customers will be created if they are not already in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:110
|
||
msgid ""
|
||
":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111
|
||
msgid ""
|
||
":guilabel:`eBay: update categories`: eBay will push updated monthly "
|
||
"categories (only up to fourth layer, will need to manually update the rest)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:115
|
||
msgid ""
|
||
"If an order comes in and the listing from the order is not linked to a "
|
||
"product, eBay will create a consumable product.product in its place. These "
|
||
"consumables should be altered on the *Sales Order* while in draft state to "
|
||
"represent a storable product, and then the user can link to the listing as "
|
||
"they come in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:121
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127
|
||
msgid ":doc:`/applications/sales/sales/ebay_connector/manage`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153
|
||
msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129
|
||
msgid ":doc:`/applications/sales/sales/ebay_connector/setup`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
|
||
msgid "How to list a product?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7
|
||
msgid ""
|
||
"In order to list a product on eBay and Odoo there are two methods in Odoo to"
|
||
" do so:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9
|
||
msgid "(*Preferred method*) Make a product in Odoo and list the item eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11
|
||
msgid ""
|
||
"Click :guilabel:`List Item on eBay` in the top menu of the product template."
|
||
" The product template can be accessed by navigating to :menuselection:`Sales"
|
||
" app --> Products --> Product` and selecting the individual product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
|
||
msgid ""
|
||
"(*Less preferred method*) List the item on eBay, then create the product in "
|
||
"Odoo, and finally link product to the item on eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
|
||
msgid ""
|
||
"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the "
|
||
"product template.The product template can be accessed by navigating to "
|
||
":menuselection:`Sales app --> Product --> Product` and selecting the "
|
||
"individual product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22
|
||
msgid ""
|
||
"If an order comes in and the listing from the order is not linked to a "
|
||
"product, eBay will create a consumable product.product in its place. These "
|
||
"consumables should be altered on the *sales order* while in draft state to "
|
||
"represent a storable product, and then the user can link to the listing as "
|
||
"they come in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10
|
||
msgid ":doc:`linking_listings`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
|
||
msgid "Listing without variation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
|
||
msgid ""
|
||
"Access the product template by navigating to :menuselection:`Sales app --> "
|
||
"Products --> Product` and selecting the individual product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40
|
||
msgid ""
|
||
"In order to list a product, select the :guilabel:`Sell on eBay` field on a "
|
||
"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` "
|
||
"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if "
|
||
"necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1
|
||
msgid "The eBay template form listed in the product template in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48
|
||
msgid ""
|
||
"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set "
|
||
"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51
|
||
msgid ""
|
||
"The :guilabel:`Description Template` allows the administrator to use "
|
||
"templates in listings. The default template only use the :guilabel:`eBay "
|
||
"Description` field of the product. HTML can be used inside the "
|
||
":guilabel:`Description Template` and in the :guilabel:`eBay Description` in "
|
||
"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in "
|
||
"the template and description. Simply type a forward slash `/` to reveal a "
|
||
"menu with formatting, layout, and text options. To add an image, type "
|
||
"`/image`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58
|
||
msgid ""
|
||
"To use images in the listing, another option is to add them as *Attachments*"
|
||
" on the product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62
|
||
msgid ""
|
||
"For more information on template configuration in Odoo visit: "
|
||
":doc:`../../../general/companies/email_template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66
|
||
msgid "Listing with variations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68
|
||
msgid ""
|
||
"When the :guilabel:`Sell on eBay` is checked on a product containing "
|
||
"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the "
|
||
"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or "
|
||
"click :guilabel:`Configure Variants` in the top menu to configure the "
|
||
"variant settings. Pricing can be configured for each variation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73
|
||
msgid ""
|
||
"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, "
|
||
"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in "
|
||
"which the :guilabel:`Fixed Price` can be entered, and the decision to "
|
||
":guilabel:`Publish on eBay` can be made for specific variants, along with "
|
||
"other options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1
|
||
msgid ""
|
||
"The fixed price listing type in the eBay tab on a product form in Odoo "
|
||
"sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83
|
||
msgid "Product identifiers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85
|
||
msgid ""
|
||
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
|
||
"the eBay categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88
|
||
msgid "EAN and UPC identifiers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90
|
||
msgid ""
|
||
"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` "
|
||
"field of the product variant. If the :guilabel:`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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94
|
||
msgid ""
|
||
"Barcodes can be found on the product template, under the the "
|
||
":guilabel:`General Information` tab. Access the product template, first, by "
|
||
"navigating to :menuselection:`Sales app --> Products --> Product` and "
|
||
"selecting the individual product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99
|
||
msgid "Listing with item specifics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101
|
||
msgid ""
|
||
"In order to add item specifics, one should create a product attribute with a"
|
||
" single value in the :guilabel:`Attributes & Variants` tab on the product "
|
||
"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and "
|
||
"MPN values are working as item specifics and should be defined in the "
|
||
":guilabel:`Attributes & 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_connector/manage.rst:108
|
||
msgid "Process invoices and payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111
|
||
msgid "Posting payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113
|
||
msgid ""
|
||
"When eBay orders are placed they are always paid for up front, via the eBay "
|
||
"site. At no point will users pay for items on eBay through Odoo. Therefore, "
|
||
"once orders are synced into Odoo from eBay they are already paid for. Odoo's"
|
||
" invoicing and payment functionalities are not utilized. However, invoices "
|
||
"need to be created and marked as Paid to “close” the *Sales Order*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118
|
||
msgid ""
|
||
"Users can opt to mass create and post invoices in batches. To do so, "
|
||
"navigate to Quotations in the list view by going to :menuselection:`Sales "
|
||
"app --> Orders --> Quotations`. In the upper right corner, select the list "
|
||
"view icon. Hover over the icons to reveal the name of each. Then check the "
|
||
"boxes on the left that invoices should be made for and go to the "
|
||
":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create "
|
||
"Invoices`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124
|
||
msgid ""
|
||
"A pop-up will appear and click on the :guilabel:`Create and view invoice` "
|
||
"button. A new screen will populate with the newly created invoices. Next, "
|
||
"select all of them by clicking on the box icon next to :guilabel:`Number` in"
|
||
" the header row of the list, this will select all the records. Then navigate"
|
||
" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. "
|
||
"Following this step, a pop-up will appear and click on :guilabel:`Post "
|
||
"journal entries`. This will take the invoices out of *draft* and set them to"
|
||
" *posted*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132
|
||
msgid "Reconciling payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134
|
||
msgid ""
|
||
"Users typically utilize PayPal to receive payment from eBay, and then send "
|
||
"lump sums from PayPal into their bank account. To reconcile this income, "
|
||
"users can reconcile the one PayPal transfer with all related invoices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138
|
||
msgid ""
|
||
"First navigate to the :guilabel:`Accounting Dashboard` by going to the "
|
||
":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a"
|
||
" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out "
|
||
"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on "
|
||
":guilabel:`Create and edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143
|
||
msgid ""
|
||
"For the :guilabel:`Ending Balance` field, enter the same account that was "
|
||
"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, "
|
||
"open the new balance that needs to be reconciled. Under the tab marked: "
|
||
":guilabel:`Match Existing Entries` select the entries that are included in "
|
||
"this balance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148
|
||
msgid ""
|
||
"After adding all the necessary entries, click :guilabel:`Validate` to "
|
||
"complete the reconciliation. To verify the payment, navigate to "
|
||
":menuselection:`Customers --> Invoices` and select the desired customer "
|
||
"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`"
|
||
" column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128
|
||
msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
|
||
msgid "eBay connector setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
|
||
msgid "Overview"
|
||
msgstr "Pregled"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
|
||
msgid ""
|
||
"Odoo's eBay connector allows eBay listings to connect with Odoo products. "
|
||
"Once connected, :doc:`updates to the listings <linking_listings>` can be "
|
||
"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* "
|
||
"are created in Odoo for the user to review and confirm. Once the sales order"
|
||
" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull "
|
||
"products out of inventory, and allow the user to create invoices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
|
||
msgid "eBay - Odoo linked fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
|
||
msgid ""
|
||
"The following are eBay product details. Each of these eBay fields update "
|
||
"corresponding fields in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27
|
||
msgid "eBay URL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28
|
||
msgid "eBay status"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
|
||
msgid "Quantity sold"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30
|
||
msgid "Start date"
|
||
msgstr "Datum začetka"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31
|
||
msgid "Title"
|
||
msgstr "Naslov"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32
|
||
msgid "Subtitle"
|
||
msgstr "Podnaslov"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
|
||
msgid "Item condition"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34
|
||
msgid "Category"
|
||
msgstr "Kategorija"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35
|
||
msgid "Category 2"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
|
||
msgid "Store category"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37
|
||
msgid "Store category 2"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38
|
||
msgid "Payment policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39
|
||
msgid "Seller profiles"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
|
||
msgid "Postal code"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41
|
||
msgid "Shipping policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
|
||
msgid "Listing type (fixed price or auction)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44
|
||
msgid "Starting price for Auction"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45
|
||
msgid "Buy it now price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46
|
||
msgid "Fixed Price amount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48
|
||
msgid "Use stock quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49
|
||
msgid "Quantity on eBay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50
|
||
msgid "Duration"
|
||
msgstr "Trajanje"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
|
||
msgid "Allow best offer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52
|
||
msgid "Private listing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53
|
||
msgid "eBay description"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54
|
||
msgid "eBay product image"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55
|
||
msgid "Country"
|
||
msgstr "Država"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58
|
||
msgid "eBay terms"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60
|
||
msgid ""
|
||
"*Variations* group multiple products into one, with variation (or variant) "
|
||
"options. Variations can sync to Odoo's attributes and values. Variations "
|
||
"will appear in drop down menus near the top of the page when viewing an eBay"
|
||
" listing. These are comparable to product variants in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "An example on eBay of the variations that can be added to a product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68
|
||
msgid ""
|
||
"*Item specifics*, located at the bottom of the listing, detail product-"
|
||
"specific information. These specifics don't sync with Odoo fields by "
|
||
"default; a development is required to link these fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Item specifics listed on an eBay product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75
|
||
msgid ""
|
||
"*Sandbox* and *Production* are terms that are used to categorize the eBay "
|
||
"environments as either still in development/testing (*Sandbox*) or for use "
|
||
"in the real instance of the database with real customer information/dataset "
|
||
"(*Production*). It is recommended to start first in the *Sandbox* to test, "
|
||
"and then following the processes below, create a *Production* instance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81
|
||
msgid ""
|
||
"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox "
|
||
"portal <https://sandbox.ebay.com/>`_ at `https://sandbox.ebay.com/`. eBay's "
|
||
"production environment can be accessed by navigating to `eBay.com portal "
|
||
"<https://www.ebay.com/>`_ or `https://www.ebay.com/`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87
|
||
msgid ""
|
||
"The environment selection **must** remain the same for all environment "
|
||
"settings on eBay and on Odoo throughout this setup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91
|
||
msgid "eBay actions available on Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93
|
||
msgid ""
|
||
"The following are built-in actions in Odoo that add or update eBay listings:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95
|
||
msgid ""
|
||
"**List**/ **Link**: generate a new eBay listing with an Odoo product by "
|
||
"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay"
|
||
" Listing`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97
|
||
msgid ""
|
||
":guilabel:`Revise item` button: after making changes to an eBay listing in "
|
||
"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to"
|
||
" update the eBay listing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99
|
||
msgid ""
|
||
"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` "
|
||
"was not selected, a user can relist the item from Odoo. The start date will "
|
||
"reset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101
|
||
msgid ""
|
||
":guilabel:`End item's listing` button: end a listing on eBay directly from "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102
|
||
msgid ""
|
||
"**Unlink product listings**: users can unlink a product from the eBay "
|
||
"listing; the listing will stay intact on eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106
|
||
msgid "Setup required on Odoo prior to eBay setup"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108
|
||
msgid ""
|
||
"To link eBay with Odoo, install the eBay module by navigating to the Odoo "
|
||
"dashboard and clicking into the :guilabel:`Apps` application. Search the "
|
||
"term `eBay` and install the `eBay Connector` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112
|
||
msgid "The following items must be configured before eBay is set up:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114
|
||
msgid ""
|
||
"In Odoo, create and configure products that are intended to be listed in "
|
||
"eBay. eBay does not import new products into Odoo. All products must first "
|
||
"be created in Odoo, and then linked to listings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
|
||
msgid ""
|
||
"Odoo does not allow multiple eBay listings to be linked per product in Odoo."
|
||
" If the company sells the same product for multiple listings, follow these "
|
||
"instructions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121
|
||
msgid ""
|
||
"Set up one *base* product (noted in the :guilabel:`Component` field of the "
|
||
":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull "
|
||
"from. This will be a storable product so stock can be kept. Highlighted in "
|
||
"green below, this product will be included in the kit on each subsequent "
|
||
"“linked” product below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126
|
||
msgid ""
|
||
"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the "
|
||
":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type"
|
||
" will be determined by the company's accounting settings, as explained in "
|
||
"the Odoo documentation. Highlighted in yellow below, each product should "
|
||
"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base "
|
||
"product as a :guilabel:`Component` of the kit. When this linked eBay product"
|
||
" is sold, the delivery order created will have the base product listed in "
|
||
"lieu of the linked product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0
|
||
msgid "Setting up bill of materials with base product and linked products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140
|
||
msgid ""
|
||
"eBay does not automatically create invoices for eBay orders that get pushed "
|
||
"into Odoo. Set invoicing policy on eBay products: invoicing policy will "
|
||
"dictate when the product can be invoiced. Since most eBay users collect "
|
||
"payment before the product is shipped, “invoice on ordered” will allow users"
|
||
" to mass create invoices for eBay orders every day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144
|
||
msgid ""
|
||
"Set the :guilabel:`Outgoing Shipments` route for the warehouse to "
|
||
":guilabel:`Deliver goods directly (1 step)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148
|
||
msgid ""
|
||
"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, "
|
||
"a known bug occurs: eBay wrongly marks orders as delivered when the pick "
|
||
"operation in Odoo is confirmed. The expected behavior is to mark orders as "
|
||
"delivered **after** the *delivery order* is confirmed. This mislabeling "
|
||
"prevents tracking numbers in eBay from being imported onto the delivery "
|
||
"order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152
|
||
msgid ""
|
||
"If the Accounting/Invoicing apps are installed, practice registering payment"
|
||
" and reconciling invoices created from eBay orders with incoming eBay money."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156
|
||
msgid ":doc:`../../..//finance/accounting/bank/reconciliation`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158
|
||
msgid ""
|
||
"Generate a marketplace account deletion/closure notification token. To "
|
||
"begin, navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings`. Under the :guilabel:`eBay` heading, change the mode to "
|
||
":guilabel:`Production`, and input random text values for the "
|
||
":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` "
|
||
"button under the :guilabel:`eBay Marketplace Account Deletion/Closure "
|
||
"Notifications` section. This token will be used during the setup on eBay for"
|
||
" the deletion/closure notifications configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
||
msgid "Generate a verification token in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170
|
||
msgid "Set up on eBay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173
|
||
msgid "Set up eBay developer account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175
|
||
msgid ""
|
||
"To start, create an eBay developer account via `eBay's developer portal "
|
||
"<https://go.developer.ebay.com/>`_. This site requires a different login and"
|
||
" password than the eBay account, though the same email address can be used "
|
||
"to register. The verification to create a developer account is around 24 "
|
||
"hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181
|
||
msgid "Set up eBay keyset"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183
|
||
msgid ""
|
||
"Once the eBay developer account is created, set up an application on `eBay's"
|
||
" developer portal <https://go.developer.ebay.com/>`_. Next, navigate to the "
|
||
":guilabel:`Hi [username]` heading at top right of screen, then from the "
|
||
"drop-down menu options, click :guilabel:`Application Keysets`. Doing so "
|
||
"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` "
|
||
"(up to fifty characters), and choose a development environment "
|
||
"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate "
|
||
"first keyset. This application title is not saved until the keyset is "
|
||
"generated. Click on :guilabel:`Create a keyset` to generate the keyset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192
|
||
msgid ""
|
||
"The newly created *production keyset* is disabled by default. Activate it by"
|
||
" subscribing to the eBay Marketplace 'account deletion or closure "
|
||
"notifications' or by applying to eBay for an exemption. Once enabled, the "
|
||
"database can make 5000 calls per day using this keyset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Disabled keyset present after creating a keyset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201
|
||
msgid "Configure account deletion / notification settings (Production)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203
|
||
msgid ""
|
||
"To configure notifications or delete the database on a production "
|
||
"environment, navigate to the `eBay developer portal "
|
||
"<https://go.developer.ebay.com/>`_. Configure the account "
|
||
"deletion/notification settings in eBay by navigating to the `Hi [username]` "
|
||
"at top right of screen, then :guilabel:`Application Keysets`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208
|
||
msgid ""
|
||
"Next, click the :guilabel:`marketplace deletion/account closure "
|
||
"notification` option under the :guilabel:`Production` keyset column. Enter "
|
||
"an email under :guilabel:`Email to notify if marketplace account deletion "
|
||
"notification endpoint is down`. Click :guilabel:`Save` to enable the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212
|
||
msgid ""
|
||
"Following this action, enter the :guilabel:`Marketplace account deletion "
|
||
"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in"
|
||
" Odoo by navigating to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure "
|
||
"Notifications` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217
|
||
msgid ""
|
||
"Clicking the :guilabel:`Generate Token` button in Odoo below this field "
|
||
"creates a verification token for the eBay production environment. In Odoo, "
|
||
":guilabel:`Copy` the newly created token and navigate to eBay to fill in the"
|
||
" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the "
|
||
":guilabel:`Event Notification Delivery Method`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Configuring account deletion / notification settings in eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226
|
||
msgid ""
|
||
"After completing the above fields, click :guilabel:`Send Test Notification` "
|
||
"to test the new notifications. Proceed to the next step when the green check"
|
||
" mark appears. Revisit the above settings if the test post is not as "
|
||
"expected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230
|
||
msgid ""
|
||
"After configuring notification settings, go back to the "
|
||
":menuselection:`Application Keys` page to generate production keysets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234
|
||
msgid "Creating the keyset"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236
|
||
msgid ""
|
||
"A successful setup of the notifications enables the ability to create "
|
||
"Production Keysets which are needed in the remainder of the Odoo "
|
||
"configuration. Navigate back to the :menuselection:`Application Keys` page "
|
||
"generate a production keyset."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240
|
||
msgid ""
|
||
"The administrator is prompted to :menuselection:`Confirm the Primary "
|
||
"Contact`. Enter or confirm the account owner (the person legally responsible"
|
||
" for the eBay API License Agreement). Fill out :guilabel:`First Name`, "
|
||
":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select "
|
||
"either the :guilabel:`Individual` or :guilabel:`Business` options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246
|
||
msgid ""
|
||
"The provided email address or phone number does **not** have to match the "
|
||
"account's. eBay uses this information to contacting the business or "
|
||
"individual in case of issues with user tokens. Additional contacts can be "
|
||
"added from the :guilabel:`Profile & Contacts` page on eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250
|
||
msgid ""
|
||
"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact."
|
||
" The :guilabel:`Application Keys` populates in a new screen and an email is "
|
||
"also sent to the developer account. An :guilabel:`App ID (Client ID)`, "
|
||
":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Application keys are populated after creating the app in eBay."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259
|
||
msgid ""
|
||
"Copy these values down as they will be input into Odoo later in the process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262
|
||
msgid "Create eBay user token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264
|
||
msgid ""
|
||
"Now, create a *user token* in eBay by navigating to the `Hi [username]` at "
|
||
"top right of screen, then :guilabel:`User Access Tokens`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Generate user token s on the eBay developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271
|
||
msgid ""
|
||
"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing "
|
||
"or :guilabel:`Production` for the live database. Maintain the same selection"
|
||
" for all environment settings on both eBay and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275
|
||
msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277
|
||
msgid ""
|
||
"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` "
|
||
"to get a user token in the chosen environment. This button varies based on "
|
||
"the selection made above for either :guilabel:`Sandbox` or "
|
||
":guilabel:`Production`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281
|
||
msgid ""
|
||
"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal "
|
||
"Address`. Complete the required fields, which are :guilabel:`First Name`, "
|
||
":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`,"
|
||
" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either "
|
||
":guilabel:`Individual` or :guilabel:`Business`. To complete the "
|
||
"confirmation, click :guilabel:`Sign into eBay to get a Token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288
|
||
msgid ""
|
||
"eBay will contact this individual or business should there be any issues "
|
||
"with the application keys. Other contacts can be added on the "
|
||
":menuselection:`Profile & Contacts` eBay page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291
|
||
msgid ""
|
||
"The administrator will be redirected to either a sandbox or production sign-"
|
||
"in page for eBay. This login is different than the eBay developer's console,"
|
||
" it is the eBay account where the items will be sold on. This email and/or "
|
||
"login can differ from the eBay developer account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295
|
||
msgid ""
|
||
"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and"
|
||
" sign into the eBay account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299
|
||
msgid ""
|
||
"Should an additional user be needed for the sandbox simulation, a test user "
|
||
"needs to be created. Visit `eBay's Register for Sandbox form "
|
||
"<https://developer.ebay.com/sandbox/register>`_. Detailed instructions can "
|
||
"be found on eBay's help pages: `Create a test Sandbox user "
|
||
"<https://developer.ebay.com/api-docs/static/gs_create-a-test-sandbox-"
|
||
"user.html>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305
|
||
msgid "Grant application access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307
|
||
msgid ""
|
||
"After signing into the production or sandbox environment, eBay presents the "
|
||
"administrator with an *agreement* to grant access to the user's eBay data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310
|
||
msgid ""
|
||
"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the "
|
||
"*application programming interface* (API). This agreement can be changed at "
|
||
"any time by visiting eBay's account preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314
|
||
msgid ""
|
||
"eBay has a timed sequence between signing in and agreeing to the terms for "
|
||
"the :abbr:`API (Application Programming Interface)` linkage to the account. "
|
||
"Once complete a :guilabel:`User Token` will populate on the "
|
||
":menuselection:`User Tokens` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318
|
||
msgid ""
|
||
"A :guilabel:`User Token` will populate on the screen. Make sure to copy this"
|
||
" token down as it will be used in the next steps along with the "
|
||
":guilabel:`Application Keyset`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid ""
|
||
"Generated user token and API explorer link on the eBay developer console."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326
|
||
msgid ""
|
||
"Signing in to the eBay account is necessary to create to the token. The eBay"
|
||
" developer can also revoke the token by clicking on the :guilabel:`Revoke a "
|
||
"Token` link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330
|
||
msgid "API explorer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332
|
||
msgid ""
|
||
"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have "
|
||
"been created, a test can be executed via the `API Explorer "
|
||
"<https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx>`_ to "
|
||
"ensure that the :abbr:`API (Application Programming Interface)` is "
|
||
"configured correctly. This test will execute a simple search using the "
|
||
":abbr:`API (Application Programming Interface)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338
|
||
msgid ""
|
||
"To begin the :abbr:`API (Application Programming Interface)` test, click on "
|
||
":guilabel:`Get OAuth Application Token`. This will populate the key into the"
|
||
" :guilabel:`Token` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341
|
||
msgid ""
|
||
"A basic search function is set to execute. Click on :guilabel:`Execute` to "
|
||
"complete the test. A successful test will respond with a :guilabel:`Call "
|
||
"Response` of `200 OK` with a corresponding :guilabel:`Time`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346
|
||
msgid "Entering credentials into Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348
|
||
msgid ""
|
||
"The previously copied :guilabel:`User Token` and :guilabel:`Application "
|
||
"Keyset` are now ready to be entered into the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351
|
||
msgid ""
|
||
"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> "
|
||
"Configuration --> Settings --> eBay`) and paste the following credentials "
|
||
"from eBay into the corresponding fields in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358
|
||
msgid "Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359
|
||
msgid "Dev Key/ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360
|
||
msgid "Token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361
|
||
msgid "App Key/ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362
|
||
msgid "Cert Key/ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363
|
||
msgid "eBay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364
|
||
msgid "Dev ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365
|
||
msgid "User Token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366
|
||
msgid "App ID (Client ID)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367
|
||
msgid "Cert ID (Client Secret)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102
|
||
msgid "Odoo"
|
||
msgstr "Odoo"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369
|
||
msgid "Developer Key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370
|
||
msgid "Production/Sandbox Token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371
|
||
msgid "Production/Sandbox App Key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372
|
||
msgid "Production/Sandbox Cert Key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375
|
||
msgid ""
|
||
"The :guilabel:`Application Keyset` can be accessed by going to `eBay's "
|
||
"developer portal <https://go.developer.ebay.com/>`_ and navigate to the `Hi "
|
||
"[username]` at top right of screen, then click on :guilabel:`Application "
|
||
"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi "
|
||
"[username]` at top right of screen, then :guilabel:`User Access Tokens` and "
|
||
"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also"
|
||
" be accessed by clicking on :guilabel:`User Tokens` from the "
|
||
":menuselection:`Application Keys` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382
|
||
msgid ""
|
||
"Confirm that the setup is correct by saving the credentials in Odoo. Once "
|
||
"the initial setup is complete, a new menu tab in products will appear called"
|
||
" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` "
|
||
"documentation on how to list products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387
|
||
msgid ""
|
||
"Sync product categories by clicking :guilabel:`Product Categories`. After "
|
||
"syncing, a new menu item, `eBay Category`, appears available for products to"
|
||
" be configured with. These eBay categories are imported from the Odoo "
|
||
"database and are available when listing an item on eBay through Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393
|
||
msgid ""
|
||
"If Product Categories beyond four paths are required, users will need to "
|
||
"manually add those paths. This has historically been done by getting a list "
|
||
"of all product categories beyond four paths, manually importing them into "
|
||
"the Product Category model in Odoo, and then linking them individually to "
|
||
"the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399
|
||
msgid "Now that the setup is complete, proceed to either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401
|
||
msgid ":doc:`Create listings <manage>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402
|
||
msgid ":doc:`Link existing listings <linking_listings>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3
|
||
msgid "Troubleshooting eBay connector"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13
|
||
msgid "Accept account deletion notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15
|
||
msgid ""
|
||
"Since September 2021, **eBay requires supporting customer account "
|
||
"deletion/closure notifications**. As such, when eBay receives an account "
|
||
"request for deletion, all eBay partners must confirm the reception of the "
|
||
"request and take further action if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19
|
||
msgid ""
|
||
"Odoo has a notification endpoint to receive those notifications, confirm the"
|
||
" reception of the request, and handle the first set of actions to anonymize "
|
||
"the account details in *Contacts* and remove the customer's access to the "
|
||
"portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24
|
||
msgid ""
|
||
"Make sure to correctly :ref:`set up the subscription to the marketplace "
|
||
"account deletion notifications <ebay/subscribe-account-deletion-"
|
||
"notifications>` as eBay may temporarily disable the related eBay account "
|
||
"until the subscription is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29
|
||
msgid "Verify the installation of Odoo is up to date"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31
|
||
msgid ""
|
||
"In order to activate the endpoint, the module *eBay Connector - Account "
|
||
"Deletion* must be installed. If the Odoo database was first created after "
|
||
"September 2021, the module is installed automatically and the administrator "
|
||
"can proceed to the :ref:`next step <ebay/retrieve-endpoint-details>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36
|
||
msgid "Update Odoo to the latest release"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38
|
||
msgid ""
|
||
"The notification endpoint is made available through a new Odoo module; to be"
|
||
" able to install it, the administrator must make sure that the Odoo source "
|
||
"code is up-to-date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41
|
||
msgid ""
|
||
"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is "
|
||
"already up-to-date, so proceed to the next step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43
|
||
msgid ""
|
||
"If the company uses Odoo with an on-premise setup or through a partner, then"
|
||
" the administrator must update the installation as detailed in :doc:`this "
|
||
"documentation page </administration/on_premise/update>` or by contacting an "
|
||
"integrating partner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48
|
||
msgid "Update the list of available modules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50
|
||
msgid ""
|
||
"New modules must be *discovered* by the Odoo instance to be available in the"
|
||
" :menuselection:`Apps` menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53
|
||
msgid ""
|
||
"To do so, activate the :ref:`developer mode <developer-mode>`, and go to "
|
||
":menuselection:`Apps -> Update Apps List`. A wizard will ask for "
|
||
"confirmation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57
|
||
msgid "Install the eBay Connector - Account Deletion update"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60
|
||
msgid ""
|
||
"**Never** install new modules in the production database without testing "
|
||
"them in a duplicate or staging environment. For Odoo.com customers, a "
|
||
"duplicate database can be created from the database management page. For "
|
||
"Odoo.sh users, the administrator should use a staging or duplicate database."
|
||
" For on-premise users, the administrator should use a staging environment - "
|
||
"contact the integrating partner for more information regarding how to test a"
|
||
" new module in a particular setup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67
|
||
msgid ""
|
||
"To install the module, go to the :menuselection:`Apps` menu, remove the "
|
||
"`Apps` search facet and search for `eBay`. If the module *eBay Connector - "
|
||
"Account Deletion* is present and marked as installed, the Odoo database is "
|
||
"already up-to-date and the administrator can proceed with the next step. If "
|
||
"it is not yet installed, install it now."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75
|
||
msgid "Retrieve endpoint details from Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77
|
||
msgid ""
|
||
"The endpoint details can be found in :menuselection:`Sales --> Configuration"
|
||
" --> Settings --> eBay`. First, input random text values for the "
|
||
":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. "
|
||
"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification "
|
||
"Token`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89
|
||
msgid "Subscribe to account deletion notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91
|
||
msgid ""
|
||
"Navigate to the `eBay developer portal <https://go.developer.ebay.com/>`_. "
|
||
"Configure the account deletion/notification settings in eBay by navigating "
|
||
"to the `Hi [username]` at the top right of screen, then go to "
|
||
":guilabel:`Alerts & Notifications`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
||
msgid "Overview of the Alerts & Notifications dashboard of eBay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99
|
||
msgid ""
|
||
"To subscribe to deletion/closure notifications, eBay needs a few details:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101
|
||
msgid ""
|
||
"An *email address* to send notifications to if the endpoint is unreachable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102
|
||
msgid "The *endpoint details*:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104
|
||
msgid "The URL to Odoo's account deletion notification endpoint"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105
|
||
msgid "A verification token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
||
msgid "Dedicated fields to enter the endpoint details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112
|
||
msgid ""
|
||
"The administrator can edit the last two fields once the email address field "
|
||
"is filled out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115
|
||
msgid "Verify the connectivity with the endpoint"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117
|
||
msgid ""
|
||
"After setting the retrieved endpoint details in eBay's dashboard, consider "
|
||
"testing the connectivity with the :guilabel:`Send Test Notification` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120
|
||
msgid ""
|
||
"The following confirmation message should be received: \"A test notification"
|
||
" was sent successfully!\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1
|
||
msgid "Button to send test notification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing.rst:5
|
||
msgid "Invoicing Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
|
||
msgid "Down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
|
||
msgid ""
|
||
"A down payment is a partial payment made by the buyer when a sales contract "
|
||
"is concluded. This implies both parties' (seller and buyer) full commitment "
|
||
"to honor the contract."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8
|
||
msgid ""
|
||
"With a down payment, the buyer pays a portion of the total amount owed while"
|
||
" agreeing to pay the remaining amount at a later date. In turn, the seller "
|
||
"provides goods or services to the buyer after accepting the down payment, "
|
||
"trusting that the remaining amount will be paid later on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:13
|
||
msgid "Create invoices"
|
||
msgstr "Ustvari račune"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15
|
||
msgid ""
|
||
"When a sales order is confirmed, the option to create an invoice becomes "
|
||
"available, via the :guilabel:`Create Invoice` button, located in the upper-"
|
||
"left corner of the sales order form. When clicked, a :guilabel:`Create "
|
||
"invoices` pop-up appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "Create invoices pop-up form that appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
|
||
msgid ""
|
||
"Invoices are automatically created as drafts, so they can be reviewed before"
|
||
" validation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:26
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up, there are 3 options to choose "
|
||
"from in the :guilabel:`Create Invoice` field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29
|
||
msgid ":guilabel:`Regular invoice`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:42
|
||
msgid ":guilabel:`Down payment (percentage)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:31
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
|
||
msgid ":guilabel:`Down payment (fixed amount)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
|
||
msgid ""
|
||
"If :guilabel:`Regular Invoice` is selected, the other fields disappear, as "
|
||
"they only pertain to down payment configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38
|
||
msgid "Initial down payment request"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:40
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up form, the down payment options "
|
||
"are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45
|
||
msgid ""
|
||
"Once the desired down payment option is selected in the :guilabel:`Create "
|
||
"Invoice` field on the pop-up form, designate the desired amount, either as a"
|
||
" percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:49
|
||
msgid ""
|
||
"Then, select the appropriate income account for the invoice in the "
|
||
":guilabel:`Income Account` field. Next, select a tax amount, if necessary, "
|
||
"in the :guilabel:`Customer Taxes` drop-down field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"A create invoices pop-up form with down payment fields filled in with "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56
|
||
msgid ""
|
||
"Once all fields are filled in with the desired information, click the "
|
||
":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo "
|
||
"reveals the :guilabel:`Customer Invoice Draft`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:59
|
||
msgid ""
|
||
"In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice "
|
||
"Draft`, the down payment that was just configured in the :guilabel:`Create "
|
||
"invoices` pop-up form appears as a :guilabel:`Product`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Down payment as a product in the invoice lines tab of a customer invoice "
|
||
"draft in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:68
|
||
msgid ""
|
||
"When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` "
|
||
"tab is clicked, Odoo reveals the product form for the down payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
|
||
msgid ""
|
||
"By default, the :guilabel:`Product Type` of down payment products generated "
|
||
"for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing "
|
||
"Policy` set to :guilabel:`Prepaid/Fixed Price`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Down payment product form with service product type and invoicing policy "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79
|
||
msgid "This product can be edited/modified at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
|
||
msgid ""
|
||
"If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the "
|
||
":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:86
|
||
msgid "Example: request 50% down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:89
|
||
msgid ""
|
||
"The following example involves a 50% amount down payment on a product "
|
||
"(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the "
|
||
":guilabel:`Invoicing Policy`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:0
|
||
msgid "Cabinet with doors product form showcasing various details and fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:97
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:260
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:226
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:238
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:71
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:166
|
||
msgid ":doc:`invoicing_policy`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Sales app --> New`, and add a "
|
||
":guilabel:`Customer` to the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:102
|
||
msgid ""
|
||
"Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
|
||
"and select the :guilabel:`Cabinet with Doors` product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:105
|
||
msgid ""
|
||
"When the order is confirmed (via the :guilabel:`Confirm` button), the "
|
||
"quotation turns into a sales order. Once this occurs, create and view the "
|
||
"invoice by clicking :guilabel:`Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Cabinet with doors sales order that's been confirmed in the Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:112
|
||
msgid ""
|
||
"Next, on the :guilabel:`Create invoices` pop-up window that appears, select "
|
||
":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down "
|
||
"Payment Amount` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:116
|
||
msgid ""
|
||
"The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are "
|
||
"*not* required fields, and they will *not* appear if they've already been "
|
||
"preconfigured in previous down payment requests."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:120
|
||
msgid ""
|
||
"For more information, check out the documentation on :ref:`customer taxes "
|
||
"modification on down payments <sales/invoicing/customer-tax-modification-"
|
||
"down-payments>` and :ref:`income account modification on down payments "
|
||
"<sales/invoicing/income-account-modification>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:124
|
||
msgid ""
|
||
"Lastly, click :guilabel:`Create Draft Invoice` to create and view the "
|
||
"invoice draft."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126
|
||
msgid ""
|
||
"Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which "
|
||
"includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice"
|
||
" Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:129
|
||
msgid ""
|
||
"From there, the invoice can be confirmed and posted by clicking "
|
||
":guilabel:`Confirm`. Confirming the invoice changes the status from "
|
||
":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of "
|
||
"buttons at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "A sample draft invoice with down payment mentioned in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:137
|
||
msgid ""
|
||
"From those buttons, the payment can be registered by clicking "
|
||
":guilabel:`Register Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Showcase of the Register Payment button on a confirmed customer invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:143
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
|
||
"populated with the necessary information. Confirm the information provided "
|
||
"is correct and make any necessary adjustments. When ready, click the "
|
||
":guilabel:`Create Payment` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Showcase of the Register Payment pop-up window with create payment button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:151
|
||
msgid ""
|
||
"After clicking :guilabel:`Create Payment`, Odoo reveals the customer "
|
||
"invoice, now with a green :guilabel:`In Payment` banner in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Customer Invoice with a green In Payment banner located in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:158
|
||
msgid ""
|
||
"Now, when the customer wants to pay the remaining amount of the order, "
|
||
"another invoice must be created. To do that, return to the sales order, via "
|
||
"the breadcrumb links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:161
|
||
msgid ""
|
||
"Back on the sales order, a new :guilabel:`Down Payments` section is present "
|
||
"in the :guilabel:`Order Lines` tab, along with the down payment that was "
|
||
"just invoiced and posted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The down payments section in the order lines tab of a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:168
|
||
msgid "Next, click the :guilabel:`Create Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up window that appears, there are two"
|
||
" new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"The deduct down payment option on the create invoices pop up in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:177
|
||
msgid ""
|
||
"If the remaining amount is ready to be paid, select the :guilabel:`Regular "
|
||
"Invoice` option. Odoo will create an invoice for the exact amount needed to "
|
||
"complete the total payment, as indicated in the :guilabel:`Amount to "
|
||
"invoice` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:181
|
||
msgid "Once ready, click :guilabel:`Create Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183
|
||
msgid ""
|
||
"Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing "
|
||
"*all* the invoices for that specific sales order in the :guilabel:`Invoice "
|
||
"Lines` tab. Each invoice line item displays all the necessary information "
|
||
"related to each invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:187
|
||
msgid ""
|
||
"To complete the flow, click :guilabel:`Confirm`, which changes the status of"
|
||
" the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click "
|
||
":guilabel:`Register Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:190
|
||
msgid ""
|
||
"Once again, the :guilabel:`Register Payment` appears, with all fields auto-"
|
||
"populated with the necessary information, including the remaining amount "
|
||
"left to be paid on the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The second register payment pop-up form in Odoo sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:197
|
||
msgid ""
|
||
"After confirming that information, click :guilabel:`Create Payment`. Doing "
|
||
"so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In"
|
||
" Payment` banner in the upper-right corner. Also, both down payments are "
|
||
"present in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The second down payment invoice with in payment banner in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:205
|
||
msgid "At this point, the flow is now complete."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:208
|
||
msgid ""
|
||
"This flow is also possible with the :guilabel:`Fixed amount` down payment "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:211
|
||
msgid ""
|
||
"If a down payment is used with a product that has a :guilabel:`Delivered "
|
||
"quantities` invoicing policy, the down payments will **not** be able to be "
|
||
"deducted when it comes time to invoice the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:215
|
||
msgid ""
|
||
"This is because, due to the invoicing policy, the product(s) would have to "
|
||
"be delivered *before* creating the final invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:218
|
||
msgid ""
|
||
"If nothing has been delivered, a :guilabel:`Credit Note` is created, which "
|
||
"cancels the draft invoice that was created after the down payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:221
|
||
msgid ""
|
||
"To utilize the :guilabel:`Credit Note` option, the *Inventory* application "
|
||
"must be installed, in order to confirm the delivery. Otherwise, the "
|
||
"delivered quantity can be entered manually directly on the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:228
|
||
msgid "Customer taxes modification on down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:230
|
||
msgid ""
|
||
"To adjust the income account and customer taxes attached to a down payment, "
|
||
"navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> "
|
||
"Products --> Products`), search for the `Down Payment` product in the search"
|
||
" bar, and select it to reveal the product detail page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:234
|
||
msgid ""
|
||
"On the :guilabel:`Down Payment` product page, in the :guilabel:`General "
|
||
"Information` tab, the customer taxes can be modified in the "
|
||
":guilabel:`Customer Taxes` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "How to modify the income account link to down payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244
|
||
msgid "Income account modification on down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:246
|
||
msgid ""
|
||
"To change or adjust the income account attached to the :guilabel:`Down "
|
||
"Payment` product page, the *Accounting* app **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:249
|
||
msgid ""
|
||
"With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes "
|
||
"available on the product page. That tab will **not** be accessible without "
|
||
"the *Accounting* app installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:252
|
||
msgid ""
|
||
"In the :guilabel:`Accounting` tab, the income account can be changed in the "
|
||
":guilabel:`Income Account` field, located in the :guilabel:`Receivables` "
|
||
"section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
|
||
msgid "Reinvoice expenses to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
|
||
msgid ""
|
||
"While working on a project for a client, employees often have to spend their"
|
||
" own money on various expenses related to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:8
|
||
msgid ""
|
||
"For example, an employee may need to use their own money to pay for a hotel,"
|
||
" while they provide an on-site service for a client. As a company, this "
|
||
"expense should be reinvoiced to the customer. With Odoo, these kinds of "
|
||
"expenses can quickly be reinvoiced to the customer related to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:13
|
||
msgid "Expenses application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:15
|
||
msgid ""
|
||
"To be able to reinvoice a customer for an expense, the *Expenses* "
|
||
"application **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
|
||
msgid ""
|
||
"To install the *Expenses* application, navigate to :menuselection:`main Odoo"
|
||
" dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* "
|
||
"application block. When clicked, Odoo installs the application, refreshes "
|
||
"the page, and returns to the main Odoo dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
|
||
msgid "Add expenses to sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
|
||
msgid ""
|
||
"To begin, have a sales order confirmed in the *Sales* app to which a "
|
||
"reinvoiced expense can be added. Or, create a new sales order from scratch. "
|
||
"To do that, navigate to the :menuselection:`Sales app --> New`. Doing so "
|
||
"reveals a blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:28
|
||
msgid ""
|
||
"Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order "
|
||
"Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product "
|
||
"from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:31
|
||
msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"This is how a confirmed sales order looks in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:37
|
||
msgid "With the sales order confirmed, it's time to create an expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:39
|
||
msgid ""
|
||
"To do that, navigate to the *Expenses* application, by going to "
|
||
":menuselection:`main Odoo dashboard --> Expenses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:42
|
||
msgid ""
|
||
"Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank"
|
||
" expenses form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "A blank expenses form in the Odoo Expenses application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
|
||
msgid ""
|
||
"On the expenses form, add a :guilabel:`Description` to easily reference the "
|
||
"expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:50
|
||
msgid ""
|
||
"Then, in the :guilabel:`Category` field, select one of the following options"
|
||
" from the drop-down menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:53
|
||
msgid ""
|
||
":guilabel:`Communication`: any form of communication related to a "
|
||
"project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
|
||
msgid ""
|
||
":guilabel:`Others`: expense that doesn't fit into any other categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:55
|
||
msgid ":guilabel:`Meals`: any form of meal costs related to a project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:56
|
||
msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:57
|
||
msgid ""
|
||
":guilabel:`Mileage`: any form of mileage (gas) costs related to "
|
||
"project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:58
|
||
msgid ""
|
||
":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs "
|
||
"related to a project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:61
|
||
msgid ""
|
||
"New expense categories can be created from an expense form, by clicking the "
|
||
":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, "
|
||
"and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up "
|
||
"window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
|
||
msgid ""
|
||
"The Search:Category expenses pop-up window from a blank expenses form in "
|
||
"Odoo Expenses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:69
|
||
msgid ""
|
||
"For this sample workflow, which will reinvoice a customer for a brief hotel "
|
||
"stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& "
|
||
"ACC] Travel \\& Accommodation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:73
|
||
msgid ""
|
||
"The following example requires the *Sales*, *Accounting*, and *Expense* apps"
|
||
" to view/modify all the fields mentioned during the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:76
|
||
msgid ""
|
||
"Beneath the :guilabel:`Category` field, enter in the amount to be expensed "
|
||
"in the :guilabel:`Total` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:79
|
||
msgid ""
|
||
"Next, designate if there are any :guilabel:`Included taxes` in the "
|
||
":guilabel:`Total`. If a preconfigured tax amount is selected from the "
|
||
":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, "
|
||
"based on the amount entered in the :guilabel:`Total` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:83
|
||
msgid ""
|
||
"Then, choose which :guilabel:`Employee` was responsible for the expense, and"
|
||
" choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to "
|
||
"reimburse)` or :guilabel:`Company`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:86
|
||
msgid ""
|
||
"In this case, our employee paid for the hotel with their own money, so the "
|
||
":guilabel:`Employee (to reimburse)` option is chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:89
|
||
msgid ""
|
||
"On the right-hand side of the expenses form, the option to add a "
|
||
":guilabel:`Bill Reference` is available. Beneath that, the auto-populated "
|
||
":guilabel:`Expense Date` and :guilabel:`Account` fields are available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:94
|
||
msgid ""
|
||
"The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, "
|
||
"if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:96
|
||
msgid ""
|
||
"Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field "
|
||
"to reveal a drop-down menu. From this drop-down menu, select the appropriate"
|
||
" sales order to which this expense should be attached. This field **must** "
|
||
"be filled, in order to reinvoice a customer for an expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:100
|
||
msgid ""
|
||
"Lastly, the option to modify the :guilabel:`Analytic Distribution` and "
|
||
":guilabel:`Company` fields are available. These fields are *not* required to"
|
||
" complete a reinvoiced expense to a customer, but are available to modify, "
|
||
"if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:104
|
||
msgid ""
|
||
"Also, at the bottom of the expense form, there is a :guilabel:`Notes...` "
|
||
"section, wherein any notes related to this expense can be added, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "A filled out expenses form in the Odoo Expenses application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:111
|
||
msgid ""
|
||
"At the top of the expense form, there are buttons to :guilabel:`Attach "
|
||
"Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:114
|
||
msgid ""
|
||
"If there is a physical or digital receipt that should be attached to the "
|
||
"expense, click :guilabel:`Attach Receipt`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:117
|
||
msgid ""
|
||
"If the cost of this expense needs to be split, click :guilabel:`Split "
|
||
"Expense`. This feature can be used for a number of reasons (spitting expense"
|
||
" with another employee, to accommodate different tax rates, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:121
|
||
msgid ""
|
||
"If neither of these options are necessary, click :guilabel:`Create Report` "
|
||
"to lock in the expense report that was just configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:124
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`Expense Report Summary` for the new expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "An expense report summary in the Odoo Expenses application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:130
|
||
msgid ""
|
||
"Here, once the details related to the expense have been confirmed, click "
|
||
":guilabel:`Submit to Manager`. This sends the expense report to the "
|
||
"approving manager, who will review the expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:133
|
||
msgid ""
|
||
"The manager in charge of reviewing and approving the expense will inspect "
|
||
"the details related to the expense, and if there are no issues, they will "
|
||
"click the :guilabel:`Approve` button — which *only* appears on the manager's"
|
||
" view of the :guilabel:`Expense Report Summary` that's been submitted to the"
|
||
" manager by the employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"An expense report summary that a manager will approve with an Approve "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:142
|
||
msgid ""
|
||
"Once approved, the buttons at the top of the :guilabel:`Expense Report "
|
||
"Summary` change once again. At this point, the buttons at the top of the "
|
||
":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, "
|
||
":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset"
|
||
" to Draft`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"An expense report summary with post journal entries button at the top of the"
|
||
" form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:151
|
||
msgid ""
|
||
"When the manager is satisfied with the :guilabel:`Expense Report Summary`, "
|
||
"they'll click :guilabel:`Post Journal Entries`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:154
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and "
|
||
"the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab "
|
||
"is filled with the sales order that was initially configured to the expense "
|
||
"in the :guilabel:`Customer to Reinvoice` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:159
|
||
msgid "Reinvoice expense"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:161
|
||
msgid ""
|
||
"With those steps completed, it's time to return to the sales order to "
|
||
"complete the reinvoice of the expense to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:164
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, "
|
||
"and select the appropriate sales order that should be reinvoiced for the "
|
||
"expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:167
|
||
msgid ""
|
||
"On the sales form, the newly-configured expense is now in the "
|
||
":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled "
|
||
"in, and ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A sales order with the configured expense ready to be invoiced in the Order "
|
||
"Lines tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:174
|
||
msgid ""
|
||
"After confirming the details of the expense, click :guilabel:`Create "
|
||
"Invoice` at the top of the sales order. When clicked, a :guilabel:`Create "
|
||
"invoices` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A create invoices pop-up window that appears when the Create Invoice is "
|
||
"clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:181
|
||
msgid ""
|
||
"From this pop-up window, leave the :guilabel:`Create Invoice` field on the "
|
||
"default :guilabel:`Regular invoice` option, and click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:184
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the "
|
||
"expense in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A customer invoice draft with the expense in the Invoice Lines tab of the "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:191
|
||
msgid ""
|
||
"If all the information related to the expense is correct, click "
|
||
":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the"
|
||
" invoice from :guilabel:`Draft` to :guilabel:`Posted`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:194
|
||
msgid ""
|
||
"To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing"
|
||
" so reveals a :guilabel:`Send` pop-up window, with a preconfigured message "
|
||
"and PDF invoice in the body of the message. The message can be reviewed and "
|
||
"modified, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:198
|
||
msgid ""
|
||
"Once ready, click :guilabel:`Send \\& Print` to send the invoice to the "
|
||
"customer. When clicked, the pop-up window disappears, and Odoo sends the "
|
||
"message/invoice to the customer. Additionally, a PDF of the invoice is "
|
||
"automatically downloaded for record-keeping and/or printing purposes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:202
|
||
msgid ""
|
||
"Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register "
|
||
"Payment` button when the customer pays for the invoiced expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A customer invoice with the register payment button ready to be clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:209
|
||
msgid ""
|
||
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
|
||
" pop-up window appears. In this pop-up window, the necessary fields are "
|
||
"auto-populated with the correct information. After reviewing the "
|
||
"information, click :guilabel:`Create Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "A register payment pop-up window on a customer invoice in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:217
|
||
msgid ""
|
||
"Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, "
|
||
"and a green :guilabel:`In Payment` banner is in the upper-right corner of "
|
||
"the invoice, signifying this invoice is paid for in full. Thus, completing "
|
||
"the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:227
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:236
|
||
msgid ":doc:`time_materials`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:228
|
||
msgid ":doc:`milestone`"
|
||
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 ""
|
||
"Different business policies might require different options for invoicing:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
|
||
msgid ""
|
||
"The *Invoice what is ordered* rule is used as the default mode in Odoo "
|
||
"*Sales*, which means customers are invoiced once the sales order is "
|
||
"confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9
|
||
msgid ""
|
||
"The *Invoice what is delivered* rule invoices customers once the delivery is"
|
||
" done. This rule is often used for businesses that sell materials, liquids, "
|
||
"or food in large quantities. In these cases, the ordered quantity may differ"
|
||
" slightly from the delivered quantity, making it preferable to invoice the "
|
||
"quantity actually delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14
|
||
msgid ""
|
||
"Being able to have different invoicing options provides more flexibility."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17
|
||
msgid "Invoicing policy features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
|
||
msgid ""
|
||
"To activate the necessary invoicing policy features, go to "
|
||
":menuselection:`Sales app --> Configuration --> Settings`, and under the "
|
||
":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: "
|
||
":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is "
|
||
"delivered`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "Choosing an invoicing policy on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29
|
||
msgid ""
|
||
"If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** "
|
||
"possible to activate the :guilabel:`Automatic Invoice` feature, which "
|
||
"automatically generates invoices when an online payment is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34
|
||
msgid "Invoicing policy on product form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36
|
||
msgid ""
|
||
"On any product page, via the :menuselection:`Sales app --> Products --> "
|
||
"Products dashboard`, locate the :guilabel:`Invoicing Policy` option located "
|
||
"under the :guilabel:`General Information` tab. It can be changed manually "
|
||
"using the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to change your invoicing policy on a product form on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45
|
||
msgid "Impact on sales flow"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47
|
||
msgid ""
|
||
"In Odoo *Sales*, the basic sales flow starts with the creation of a "
|
||
"quotation. Then, that quotation is sent to a customer. Next, it needs to be "
|
||
"confirmed, which turns the quotation into a sales order. This, in turn, "
|
||
"creates an invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
|
||
msgid ""
|
||
"The following is a breakdown of how invoicing policy rules impact the "
|
||
"aforementioned sales flow:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53
|
||
msgid ""
|
||
":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An "
|
||
"invoice is created as soon as a sale is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55
|
||
msgid ""
|
||
":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because "
|
||
"the delivered quantity needs to be manually entered on the sales order. Or, "
|
||
"the *Inventory* app can be installed and used to confirm the delivered "
|
||
"quantity before creating an invoice with the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60
|
||
msgid ""
|
||
"If a user attempts to create an invoice without validating the delivered "
|
||
"quantity, the following error message appears: :guilabel:`There is no "
|
||
"invoiceable line. If a product has a Delivered quantities invoicing policy, "
|
||
"please make sure that a quantity has been delivered.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
|
||
msgid ""
|
||
"If Delivered Quantities invoicing policy is chosen, ensure a quantity has "
|
||
"been delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69
|
||
msgid ""
|
||
"Once a quotation is confirmed, and the status changes from "
|
||
":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and "
|
||
"invoiced quantities are available to view, directly from the sales order. "
|
||
"This is true for both invoicing policy rule options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to see your delivered and invoiced quantities on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77
|
||
msgid ""
|
||
"Odoo automatically adds the quantities to the invoice, both "
|
||
":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial "
|
||
"delivery, when the quotation is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
|
||
msgid ""
|
||
"Finally, there are a few different options to create an invoice: "
|
||
":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or "
|
||
":guilabel:`Down payment (fixed amount)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84
|
||
msgid ""
|
||
"Be sure to check out the documentation explaining down payment options to "
|
||
"learn more: :doc:`/applications/sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
|
||
msgid "Invoice project milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
|
||
msgid ""
|
||
"Invoicing based on project milestones can be used for expensive or large-"
|
||
"scale projects. The series of milestones in a project represent a clear "
|
||
"sequence of work that will inevitably result in the completion of a project "
|
||
"and/or contract."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:9
|
||
msgid ""
|
||
"This method of invoicing ensures the company gets a consistent flow of money"
|
||
" throughout the lifetime of the project. Customers can closely monitor every"
|
||
" phase of the project's development as it happens, in addition to paying a "
|
||
"large bill in several installments, instead of all at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:14
|
||
msgid "Create milestone products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:16
|
||
msgid ""
|
||
"In Odoo, each milestone of a project is considered as an individual product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
|
||
msgid ""
|
||
"To create and/or configure products to work like this, first navigate to "
|
||
":menuselection:`Sales app --> Products --> Products`. Then, click on a "
|
||
"product, or create a new one by clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:22
|
||
msgid ""
|
||
"The option to invoice based on milestones is only available for certain "
|
||
"product types."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:24
|
||
msgid ""
|
||
"On the product form, under the :guilabel:`General Information` tab, the "
|
||
":guilabel:`Product Type` field *must* be set on any of the following "
|
||
"options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event "
|
||
"Booth`, or :guilabel:`Course`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The invoicing policy field drop-down menu with options on product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:32
|
||
msgid ""
|
||
"With any of those :guilabel:`Product Type` options selected, choose "
|
||
":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-"
|
||
"down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:39
|
||
msgid "Beneath that is the :guilabel:`Create on Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:41
|
||
msgid ""
|
||
"To ensure workflows are as seamless as possible, it is recommended that an "
|
||
"option in the :guilabel:`Create on Order` field is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:45
|
||
msgid ""
|
||
"Leaving it on the default :guilabel:`Nothing` option won't negatively affect"
|
||
" the desired workflow. However, a project *must* then be created directly "
|
||
"from a sales order form with that specific product. Once a project is "
|
||
"created *then* milestones and tasks can be created and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:50
|
||
msgid ""
|
||
"When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` "
|
||
"is clicked, a drop-down menu is revealed with the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:53
|
||
msgid ""
|
||
":guilabel:`Task`: Odoo creates a task related to this milestone product in "
|
||
"the *Projects* app when this specific product is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:55
|
||
msgid ""
|
||
":guilabel:`Project \\& Task`: Odoo creates a project and task related to "
|
||
"this milestone product in the *Projects* app when this specific product is "
|
||
"ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:57
|
||
msgid ""
|
||
":guilabel:`Project`: Odoo creates a project related to this milestone "
|
||
"product in the *Projects* app when this specific product is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:60
|
||
msgid ""
|
||
"When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In "
|
||
"this field, select to which existing project in the *Projects* app this "
|
||
"created task should be connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Project field appears when the Task option is selected in Create on "
|
||
"Order field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:67
|
||
msgid ""
|
||
"When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two "
|
||
"new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace "
|
||
"Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Project template and workspace template fields that appear on milestone "
|
||
"product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:74
|
||
msgid ""
|
||
"The :guilabel:`Project Template` field provides template options to use for "
|
||
"the project that will be created when this specific product is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:77
|
||
msgid ""
|
||
"The :guilabel:`Workspace Template` field provides template options to use "
|
||
"for the workspace (for the *Documents* app, not the *Projects* app) that "
|
||
"will be automatically generated for the project when this specific product "
|
||
"is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:82
|
||
msgid ""
|
||
"For organizational purposes, click the :guilabel:`Sales` tab on the product "
|
||
"form, and enter a custom 'Milestone' related descriptor in the "
|
||
":guilabel:`Sales Description` field. This information appears in the "
|
||
":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:87
|
||
msgid ""
|
||
"Or, directly edit/modify the :guilabel:`Description` field on the "
|
||
":guilabel:`Order Lines` tab of the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:90
|
||
msgid "This is *not* a requirement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:93
|
||
msgid "Invoice milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:96
|
||
msgid ""
|
||
"The following flow features a trio of milestone products that have "
|
||
":guilabel:`Service` set as their :guilabel:`Product Type`, and "
|
||
":guilabel:`Task` set on their :guilabel:`Create on Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:0
|
||
msgid ""
|
||
"Product with Service \"Product Type\" and \"Task\" in the Create on Order "
|
||
"field on form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:104
|
||
msgid ""
|
||
"Those tasks are then attached to a pre-existing :guilabel:`Project`, which, "
|
||
"in this case, is titled, :guilabel:`Rebranding Projects`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:107
|
||
msgid ""
|
||
"To invoice milestones, create a sales order with the milestone product(s). "
|
||
"To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a "
|
||
"blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:110
|
||
msgid ""
|
||
"From this quotation form, add a :guilabel:`Customer`. Then, click "
|
||
":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the "
|
||
"milestone product(s) to the :guilabel:`Order Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:113
|
||
msgid ""
|
||
"Once the corresponding milestone product(s) have been added, click "
|
||
":guilabel:`Confirm` to confirm the order, which turns the quotation into a "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:116
|
||
msgid ""
|
||
"When the order is confirmed, new smart buttons appear at the top of the "
|
||
"sales order based on what was selected in the :guilabel:`Create on Order` "
|
||
"field on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:119
|
||
msgid ""
|
||
"From the sales order, click the :guilabel:`Milestones` smart button. Doing "
|
||
"so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add"
|
||
" milestones."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid "Adding milestones to a sales order with milestone products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:126
|
||
msgid ""
|
||
"Enter a :guilabel:`Name` for the milestone. Next, apply it to the "
|
||
"corresponding :guilabel:`Sales Order Item`. Lastly, assign a "
|
||
":guilabel:`Deadline` to the milestone, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:129
|
||
msgid "Repeat that process for all milestone sales order items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:131
|
||
msgid ""
|
||
"Then, return to the sales order, via the breadcrumbs. From the sales order, "
|
||
"click the :guilabel:`Tasks` smart button. Doing so reveals a "
|
||
":guilabel:`Tasks` page with a task for each sales order item with that "
|
||
"option designated in the :guilabel:`Create on Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"Sample tasks page accessed via the smart button from a sales order with "
|
||
"milestone products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:139
|
||
msgid ""
|
||
"To manually assign a configured milestone to a task, click the desired task,"
|
||
" which reveals the task form. On the task form, select the appropriate "
|
||
"milestone to which this task should be connected, in the "
|
||
":guilabel:`Milestone` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The milestone field on the task form when dealing with milestone products in"
|
||
" Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:147
|
||
msgid "Repeat this process for all milestone tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:149
|
||
msgid ""
|
||
"With those tasks properly configured, employees log in their progress as "
|
||
"they work on the task, in addition to adding any notes related to the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:152
|
||
msgid ""
|
||
"Then, when that task is complete, that means that milestone has been "
|
||
"reached. At that point, it is time to invoice that milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:155
|
||
msgid ""
|
||
"To invoice a milestone, first return to the sales order — either via the "
|
||
"breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders "
|
||
"--> Orders` and picking the appropriate sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:159
|
||
msgid ""
|
||
"Back on the sales order form, click the :guilabel:`Milestones` smart button,"
|
||
" and check the box in the :guilabel:`Reached` column for that particular "
|
||
"task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"What it looks like to mark a milestone as reached via the milestone smart "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:166
|
||
msgid ""
|
||
"Next, return to the sales order — either by clicking :guilabel:`View Sales "
|
||
"Order` on the :guilabel:`Milestones` page, or via the breadcrumb links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:169
|
||
msgid ""
|
||
"Back on the sales order, the line item for the milestone that's been reached"
|
||
" has its :guilabel:`Delivered` column filled. That's because the milestone "
|
||
"has been reached, and therefore delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"A milestone product that's been reached marked as delivered on the sales "
|
||
"order in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:177
|
||
msgid ""
|
||
"Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals "
|
||
"a :guilabel:`Create invoices` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The create invoices pop-up window that appears when create invoice button is"
|
||
" clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:184
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up window, leave the "
|
||
":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`"
|
||
" selection, and click the :guilabel:`Create Draft Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:188
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the "
|
||
":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in"
|
||
" the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"A customer invoice draft showing only the milestone product that's been "
|
||
"reached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:195
|
||
msgid ""
|
||
"From this invoice page, click the :guilabel:`Confirm` button to confirm the "
|
||
"invoice. Then, when the customer has paid for this milestone, click "
|
||
":guilabel:`Register Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:198
|
||
msgid ""
|
||
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
|
||
" pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Register Payment pop-up window that appears when Register Payment is "
|
||
"clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:204
|
||
msgid ""
|
||
"On this pop-up window, confirm the accuracy of the auto-populated fields, "
|
||
"then click :guilabel:`Create Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:207
|
||
msgid ""
|
||
"When clicked, the pop-up window disappears, and Odoo returns to the invoice "
|
||
"for that milestone, which now has a green :guilabel:`In Payment` banner in "
|
||
"the upper-right corner. This banner signifies the invoice has been paid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"An invoice with a milestone product that has been paid with an In Payment "
|
||
"banner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:215
|
||
msgid ""
|
||
"Then, return to the sales order, via the breadcrumb links. Back on the sales"
|
||
" order, in the :guilabel:`Order Lines` tab, the reached milestone that's "
|
||
"been invoiced and paid for, now has its :guilabel:`Invoiced` column filled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Invoiced column of a milestone product that's been paid for is filled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:223
|
||
msgid ""
|
||
"There is also a new :guilabel:`Invoices` smart button at the top of the "
|
||
"sales order. Clicking that reveals all the invoices that are connected to "
|
||
"this sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The invoices smart button that appears at the top of a sales order with "
|
||
"milestones."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:230
|
||
msgid ""
|
||
"Simply repeat the above process for each milestone as it is worked on, and "
|
||
"subsequently, completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:232
|
||
msgid ""
|
||
"Continue that process until the entire project has been completed, each "
|
||
"milestone has been invoiced, and the entire order has been paid for in full."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:237
|
||
msgid ":doc:`proforma`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
|
||
msgid "Pro-forma invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
|
||
msgid ""
|
||
"A *pro-forma invoice* is an abridged or estimated invoice sent 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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:9
|
||
msgid ""
|
||
"Pro-forma invoices are commonly used as preliminary invoices with a "
|
||
"quotation. They are also used during importation for customs purposes. They "
|
||
"differ from a normal invoice, in that they are *not* a demand (or request) "
|
||
"for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:16
|
||
msgid ""
|
||
"In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature "
|
||
"**must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:18
|
||
msgid ""
|
||
"To enable this feature, navigate to :menuselection:`Sales app --> "
|
||
"Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` "
|
||
"section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, "
|
||
"click :guilabel:`Save` to save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:27
|
||
msgid "Send pro-forma invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:29
|
||
msgid ""
|
||
"With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send"
|
||
" a pro-forma invoice is now available on any quotation or sales order, via "
|
||
"the :guilabel:`Send Pro-Forma Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid ""
|
||
"The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:37
|
||
msgid ""
|
||
"Pro-forma invoices can **not** be sent for a sales order or quotation if an "
|
||
"invoice for a down payment has already been sent, or for a recurring "
|
||
"subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:40
|
||
msgid ""
|
||
"In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** "
|
||
"appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:42
|
||
msgid ""
|
||
"However, pro-forma invoices **can** be sent for services, event "
|
||
"registrations, courses, and/or new subscriptions. Pro-forma invoices are not"
|
||
" limited to physical, consumable, or storable goods."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:45
|
||
msgid ""
|
||
"When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up "
|
||
"window appears, from which an email can be sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:48
|
||
msgid ""
|
||
"In the pop-up window, the :guilabel:`Recipients` field is auto-populated "
|
||
"with the customer from the sales order or quotation. The :guilabel:`Subject`"
|
||
" field and the body of the email can be modified, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:52
|
||
msgid ""
|
||
"The pro-forma invoice is automatically added as an attachment to the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:54
|
||
msgid ""
|
||
"When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with"
|
||
" the attached pro-forma invoice, to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid ""
|
||
"The email pop-up window that appears with pro-forma invoice attached in Odoo"
|
||
" Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:62
|
||
msgid ""
|
||
"To preview what the pro-forma invoice looks like, click on the PDF at the "
|
||
"bottom of the email pop-up window *before* clicking :guilabel:`Send`. When "
|
||
"clicked, the pro-forma invoice is downloaded instantly. Open that PDF to "
|
||
"view (and review) the pro-forma invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:0
|
||
msgid "Sample pro-forma invoice PDF from Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
|
||
msgid "Invoicing based on time and materials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
|
||
msgid ""
|
||
"Invoicing based on time and/or materials is typically used when accurately "
|
||
"estimating the size of a project isn't possible, or when the requirements of"
|
||
" a project may change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:8
|
||
msgid ""
|
||
"This is different from a fixed-price contract, when a customer agrees to pay"
|
||
" a specified total for the fulfillment of the contract---no matter what "
|
||
"needs to be paid to the employees, sub-contractors, vendors, suppliers, and "
|
||
"so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:12
|
||
msgid ""
|
||
"The Odoo *Sales* app can invoice for time and various other expenses (e.g. "
|
||
"transport, lodging), as well as purchases needed to fulfill an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:16
|
||
msgid "App and settings configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:18
|
||
msgid ""
|
||
"First, in order to accurately keep track of the progress of a project, the "
|
||
"Odoo *Project* and *Accounting* apps **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
|
||
msgid ""
|
||
"To install the *Project* app, navigate to :menuselection:`Odoo main "
|
||
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
||
":guilabel:`Project` app block, and click :guilabel:`Activate`. The page "
|
||
"automatically refreshes and returns to the main Odoo dashboard, where the "
|
||
"*Project* app is now available to access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:26
|
||
msgid "Repeat the same process to install the *Accounting* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:28
|
||
msgid ""
|
||
"After installation, click the :guilabel:`Accounting` app icon from the main "
|
||
"Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`."
|
||
" On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` "
|
||
"section, and ensure the box next to :guilabel:`Analytic Accounting` is "
|
||
"checked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How it looks to activate the Analytic Accounting setting in Odoo Accounting "
|
||
"Setting page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:37
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
|
||
msgid "Then, click :guilabel:`Save` to save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:39
|
||
msgid ""
|
||
"Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> "
|
||
"Configuration --> Settings`. On the :guilabel:`Settings` page, in the "
|
||
":guilabel:`Time Management` section, ensure the box beside the "
|
||
":guilabel:`Timesheets` feature is checked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"What the Timesheets feature looks like on the Odoo Project settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
|
||
msgid "Service product configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:54
|
||
msgid ""
|
||
"With the *Timesheets* feature activated in the *Project* app, it is now "
|
||
"possible to invoice for time spent on a project, but **only** when the "
|
||
"following product configurations have been made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
|
||
msgid ""
|
||
"Invoicing for time spent on a project is **only** possible with products "
|
||
"that have *Service* set as the *Product Type* on their product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:61
|
||
msgid ""
|
||
"To configure a service product, first navigate to :menuselection:`Sales app "
|
||
"--> Products --> Products`. On the :guilabel:`Products` page, select the "
|
||
"desired service product to be configured, or click :guilabel:`New` to create"
|
||
" a new product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:65
|
||
msgid ""
|
||
"From the product form, in the :guilabel:`General Information` tab, set the "
|
||
":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down "
|
||
"menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based "
|
||
"on Timesheets`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
|
||
msgid ""
|
||
"Next, from the :guilabel:`Create on Order` drop-down menu, select "
|
||
":guilabel:`Project \\& Task`. That setting indicates that, when a sales "
|
||
"order is created with this specific service product, a new project and task "
|
||
"is created in the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"The correct settings for Invoicing Policy and Create on Order fields for "
|
||
"service product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:78
|
||
msgid ""
|
||
"The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create"
|
||
" on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing"
|
||
" project that the task will appear in from :guilabel:`Project` field, which "
|
||
"only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on "
|
||
"Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:84
|
||
msgid "Add time spent to sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:86
|
||
msgid ""
|
||
"After properly configuring a service product with the correct *Invoicing "
|
||
"Policy* and *Create on Order* options, it is possible to add time spent to a"
|
||
" sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:89
|
||
msgid ""
|
||
"To see that in action, navigate to :menuselection:`Sales app --> New` to "
|
||
"open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, "
|
||
"and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and"
|
||
" select the properly :ref:`configured service product "
|
||
"<sales/invoicing/configured-service-product>` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:94
|
||
msgid "Next, click :guilabel:`Confirm` to confirm the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:96
|
||
msgid ""
|
||
"After confirming the sales order, two smart buttons appear at the top of the"
|
||
" order form: :guilabel:`Projects` and :guilabel:`Tasks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How the Projects and Tasks smart buttons look on a Sales Order in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:103
|
||
msgid ""
|
||
"If the :guilabel:`Projects` smart button is clicked, it reveals the specific"
|
||
" project related to this sales order. If the :guilabel:`Tasks` smart button "
|
||
"is clicked, it reveals the specific project task related to this sales "
|
||
"order. Both are also accessible in the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:107
|
||
msgid ""
|
||
"In order to add time spent on a sales order, click the :guilabel:`Tasks` "
|
||
"smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:109
|
||
msgid ""
|
||
"On the task form, select the :guilabel:`Timesheets` tab. From the "
|
||
":guilabel:`Timesheets` tab, employees can be assigned to work on the "
|
||
"project, and the time they spend working on the task can be added by the "
|
||
"employees or by the person who created the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:113
|
||
msgid ""
|
||
"To add an employee, and the time spent working on the task, click "
|
||
":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the "
|
||
"appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the "
|
||
"option to add a brief description of the work done during this time in the "
|
||
":guilabel:`Description` column, but it's not required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:118
|
||
msgid ""
|
||
"Lastly, enter the amount of time worked on the task in the :guilabel:`Hours "
|
||
"Spent` column, and click away to complete that line in the "
|
||
":guilabel:`Timesheets` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
|
||
msgid ""
|
||
"The time entered in the :guilabel:`Hours Spent` column is immediately "
|
||
"reflected in the :guilabel:`Allocated Time` field (located near the top of "
|
||
"the task form) as a percentage, which reflects how much of the total "
|
||
"allocated work hours have been done so far."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:126
|
||
msgid ""
|
||
"That same information is found as numerical hours in the :guilabel:`Hours "
|
||
"Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the "
|
||
":guilabel:`Timesheets` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
||
msgid ""
|
||
"How the Timesheets tab appears on a task form in Odoo Sales and Odoo "
|
||
"Project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:133
|
||
msgid ""
|
||
"Repeat this process for however many employees and hours have been worked on"
|
||
" the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:136
|
||
msgid "Invoice time spent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:138
|
||
msgid ""
|
||
"Once all the necessary employees and time spent have been added to the "
|
||
"project task, return to the sales order to invoice the customer for those "
|
||
"hours. To do that, either click the :guilabel:`Sales Order` smart button at "
|
||
"the top of the task form, or return to the sales order via the breadcrumb "
|
||
"links, located in the upper-left of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:143
|
||
msgid ""
|
||
"Back on the sales order form, the time that was added to the task is "
|
||
"reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` "
|
||
"column) and in the new :guilabel:`Recorded Hours` smart button at the top of"
|
||
" the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:147
|
||
msgid ""
|
||
"To invoice the customer for time spent on the project, click "
|
||
":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the "
|
||
":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:151
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all "
|
||
"the work that's been done in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:155
|
||
msgid ""
|
||
"Pay attention to the :guilabel:`Analytic Distribution` column in the "
|
||
":guilabel:`Customer Invoice`, as that information is necessary to ensure "
|
||
"other time/material invoicing tasks are completed properly and accurately."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
||
msgid "Invoice draft showing time spent on sales order in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:163
|
||
msgid ""
|
||
"Click :guilabel:`Confirm` to confirm the invoice and continue with the "
|
||
"invoicing process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:169
|
||
msgid "Expenses configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:171
|
||
msgid ""
|
||
"In order to track and invoice expenses related to a sales order, the Odoo "
|
||
"*Expenses* app **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:174
|
||
msgid ""
|
||
"To install the *Expenses* app, navigate to :menuselection:`Odoo main "
|
||
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
||
":guilabel:`Expenses` app block, and click :guilabel:`Activate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:178
|
||
msgid ""
|
||
"The page automatically refreshes and returns to the main Odoo dashboard, "
|
||
"where the :guilabel:`Expenses` app is now available to access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:184
|
||
msgid "Add expenses to sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:186
|
||
msgid ""
|
||
"To add an expense to a sales order, first navigate to the "
|
||
":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, "
|
||
"click :guilabel:`New`, which reveals a blank expense form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:189
|
||
msgid ""
|
||
"On the expense form, add a :guilabel:`Description` of the expense (e.g. "
|
||
"`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, "
|
||
"select the appropriate option from the drop-down menu (e.g. "
|
||
":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:194
|
||
msgid ""
|
||
"Expense categories can be added and modified by navigating to "
|
||
":menuselection:`Expenses app --> Configuration --> Expense Categories`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:197
|
||
msgid ""
|
||
"Then, enter the total amount of the expense in the :guilabel:`Total` field, "
|
||
"as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that "
|
||
"the correct :guilabel:`Employee` is selected, and designate who paid for the"
|
||
" expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to "
|
||
"reimburse)` or the :guilabel:`Company`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:202
|
||
msgid ""
|
||
"Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate"
|
||
" sales order from the drop-down menu. Then, select that same sales order "
|
||
"information from the :guilabel:`Analytic Distribution` field, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:207
|
||
msgid ""
|
||
"The :guilabel:`Analytic Distribution` field will **only** have the "
|
||
"corresponding sales order as an option if the sales order contains a service"
|
||
" product that is billed based on *Timesheets*, *Milestones*, or *Delivered "
|
||
"Quantities*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How to properly fill out an expense form that's attached to a sales order in"
|
||
" Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:215
|
||
msgid ""
|
||
"If there are any receipts that should be uploaded and attached to the "
|
||
"expense, click the :guilabel:`Attach Receipt` button, and upload the "
|
||
"necessary documents to the expense. This is **not** required, but it may "
|
||
"affect whether or not an expense is approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:219
|
||
msgid ""
|
||
"When all the information has been entered, click :guilabel:`Create Report` "
|
||
"to create an expense report detailing all the expense information that was "
|
||
"just entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid "How an Expense Report Summary looks in Odoo Expenses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:226
|
||
msgid ""
|
||
"Then, there's the option to :guilabel:`Submit to Manager` for approval. Once"
|
||
" approved, the :guilabel:`Report in Next Payslip` appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:229
|
||
msgid ""
|
||
"To showcase a complete flow in this example, select :guilabel:`Submit to "
|
||
"Manager`. Then, the manager would click :guilabel:`Approve` to approve this "
|
||
"expense, and click :guilabel:`Post Journal Entries` to post this expense to "
|
||
"the accounting journal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:234
|
||
msgid "Invoice expenses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:236
|
||
msgid ""
|
||
"To invoice a customer for an :ref:`expense on a sales order "
|
||
"<sales/invoicing/add-expenses-sales-order>`, navigate to the related sales "
|
||
"order, either from the :menuselection:`Sales` app or from the expense report"
|
||
" in the :menuselection:`Expenses` app. From the expense report, click the "
|
||
":guilabel:`Sales Orders` smart button at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:241
|
||
msgid ""
|
||
"If the expense report was linked to the sales order, the newly-configured "
|
||
"expense now has its own line in the :guilabel:`Order Lines` tab, and can be "
|
||
"invoiced to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"An expense appearing on Order Lines tab of a Sales Order in Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:248
|
||
msgid ""
|
||
"To invoice the customer for the expense on the sales order, click "
|
||
":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the "
|
||
":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:252
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then,"
|
||
" the invoicing process can be completed as usual."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Sample customer invoice for an expense generated from a sales order in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:260
|
||
msgid "Purchase configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:262
|
||
msgid ""
|
||
"In order to invoice a customer for purchases made on a sales order, the "
|
||
"*Purchase* application **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:265
|
||
msgid ""
|
||
"To install the *Purchase* application, navigate to :menuselection:`Odoo main"
|
||
" dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
||
":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page "
|
||
"automatically refreshes and returns to the main Odoo dashboard, where the "
|
||
":guilabel:`Purchase` app is now available to access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:273
|
||
msgid "Add purchase to sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:275
|
||
msgid ""
|
||
"To add a purchase to a sales order, a purchase order must first be created. "
|
||
"To create a purchase order, navigate to :menuselection:`Purchase app --> "
|
||
"New` to reveal a blank purchase order form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:278
|
||
msgid ""
|
||
"First, add a :guilabel:`Vendor` to the purchase order. Then, under the "
|
||
":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-"
|
||
"down menu, represented by two horizontal lines with dots on them, located to"
|
||
" the far-right of the column headers. From that drop-down menu, select "
|
||
":guilabel:`Analytic Distribution`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How to add analytic distribution column on purchase order form in Odoo "
|
||
"Purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:287
|
||
msgid ""
|
||
"After adding the :guilabel:`Analytic Distribution` column to the headers on "
|
||
"the :guilabel:`Products` tab of the purchase order form, proceed to add the "
|
||
"product(s) to the purchase order. To do that, click :guilabel:`Add a "
|
||
"product`, and select the desired product from the drop-down menu. Repeat for"
|
||
" all the products to add."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:293
|
||
msgid ""
|
||
"In order for a purchase to be properly invoiced on a sales order, the "
|
||
"product on the purchase order **must** be marked as :guilabel:`Can be "
|
||
"Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered "
|
||
"quantities`, and have the :guilabel:`At cost` option selected in the "
|
||
":guilabel:`Re-Invoice Expenses` field on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
||
msgid ""
|
||
"Product settings for a purchase order to be invoiced on a sales order in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:302
|
||
msgid ""
|
||
"Then, select the appropriate :guilabel:`Analytic Distribution` associated "
|
||
"with the sales order to which this purchase order is related. To do that, "
|
||
"click the empty :guilabel:`Analytic Distribution` field to reveal an "
|
||
":guilabel:`Analytic` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:306
|
||
msgid ""
|
||
"Then, from the :guilabel:`Departments` drop-down menu, select the analytic "
|
||
"distribution associated with the desired sales order to be invoiced for the "
|
||
"purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How to select the Analytic Distribution department from a purchase order in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:313
|
||
msgid ""
|
||
"Once all the information is entered in the :guilabel:`Products` tab of the "
|
||
"purchase order, confirm the order by clicking :guilabel:`Confirm Order`. "
|
||
"Then, click :guilabel:`Receive Products` when the products have been "
|
||
"received. This creates a receipt form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:318
|
||
msgid ""
|
||
"If any serial/lot numbers must be entered before validating the receipt of "
|
||
"products, then on the receipt form, click the :guilabel:`details` icon "
|
||
"represented by four horizontal lines located to the far-right of the product"
|
||
" line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:322
|
||
msgid ""
|
||
"This reveals a :guilabel:`Detailed Operations` tab, in which the necessary "
|
||
":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added."
|
||
" When ready, click :guilabel:`Confirm` to confirm the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:326
|
||
msgid "Then, click :guilabel:`Validate` to validate the purchase order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:328
|
||
msgid ""
|
||
"Next, return to the purchase order, via the breadcrumb links at the top of "
|
||
"the page, and click :guilabel:`Create Bill` to create a vendor bill that can"
|
||
" be invoiced to the customer on the attached sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Vendor bill draft for a purchase order to be invoiced to a customer in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:337
|
||
msgid ""
|
||
"Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill "
|
||
"Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an "
|
||
"error window appears, requesting that information to be entered before "
|
||
"confirmation can occur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:341
|
||
msgid ""
|
||
"Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then "
|
||
"automatically added to the sales order, where it can be invoiced directly to"
|
||
" the customer attached to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:345
|
||
msgid "Invoice purchase"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:347
|
||
msgid ""
|
||
"To invoice a customer for a purchase on a sales order, first :ref:`add the "
|
||
"purchase to the sales order <sales/invoicing/add-purchase-to-sales-order>`, "
|
||
"then navigate to the desired sales order in the :menuselection:`Sales` app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:351
|
||
msgid ""
|
||
"On the sales order that was attached to the purchase order, the purchased "
|
||
"product now has its own product line under the :guilabel:`Order Lines` tab, "
|
||
"and it is ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Purchase order product on sales order to be invoiced to customer via Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:358
|
||
msgid ""
|
||
"To invoice the customer for the purchase, simply click :guilabel:`Create "
|
||
"Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create "
|
||
"invoices` pop-up window, then click :guilabel:`Create Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:362
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added "
|
||
"purchase order product in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Customer invoice draft with purchase product attached to sales order in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:369
|
||
msgid ""
|
||
"To complete the invoicing process, click :guilabel:`Confirm` to confirm the "
|
||
"invoice, and then click :guilabel:`Register Payment` in the "
|
||
":guilabel:`Register Payment` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices.rst:5
|
||
msgid "Products & Prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3
|
||
msgid "Use eWallets and gift cards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5
|
||
msgid ""
|
||
"With Odoo, customers can use **eWallets** and **gift cards** for online and "
|
||
"in-store shopping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7
|
||
msgid ""
|
||
"To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), "
|
||
"first enable :guilabel:`Discounts, Loyalty & Gift Card` under "
|
||
":menuselection:`Sales app --> Configuration --> Settings --> Pricing "
|
||
"section`. Once enabled, go to :menuselection:`Sales app --> Products --> "
|
||
"Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card "
|
||
"program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13
|
||
msgid "eWallets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15
|
||
msgid ""
|
||
"eWallets allow customers to save credits on their online account and use "
|
||
"these credits as a payment method when buying items in an online store or a "
|
||
"brick-and-mortar store. eWallets can also be used to centralize multiple "
|
||
":ref:`gift cards <ewallet_gift/gift-cards>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19
|
||
msgid ""
|
||
"Before creating an eWallet program, it is necessary to create an eWallet "
|
||
"**top-up** product. Top-ups are pre-defined digital credit values added to "
|
||
"an eWallet in exchange for its equivalent in real currency. These credits "
|
||
"can then be used as a payment method in the eCommerce shop or :abbr:`PoS "
|
||
"(Point of Sale)`. Top-up values can be of different amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25
|
||
msgid ""
|
||
"A $50 top-up can be bought for $50, and adds that same amount of credits to "
|
||
"the eWallet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27
|
||
msgid ""
|
||
"To create a top-up product, go to :menuselection:`Sales app --> Products -->"
|
||
" Products` and :guilabel:`Create` a new product. On the product template, "
|
||
"configure the options as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30
|
||
msgid ""
|
||
":guilabel:`Product Name`: enter a name for the top-up product (for example, "
|
||
"`$50 Top-Up`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92
|
||
msgid ":guilabel:`Can be Sold`: enabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93
|
||
msgid ":guilabel:`Product Type`: select :guilabel:`Service`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94
|
||
msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95
|
||
msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35
|
||
msgid ":guilabel:`Sales Price`: enter the amount of the top-up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38
|
||
msgid ""
|
||
"In order to have eWallet top-ups of different amounts, create multiple top-"
|
||
"up products and modify the :guilabel:`Sales Price` accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41
|
||
msgid ""
|
||
"Once the top-up is created, go to :menuselection:`Sales app --> Products -->"
|
||
" Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The "
|
||
"following configuration options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44
|
||
msgid ":guilabel:`Program Name`: enter a name for the eWallet program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45
|
||
msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46
|
||
msgid ""
|
||
":guilabel:`eWallet Products`: select the eWallet top-up created earlier. "
|
||
"Repeat the process if you created top-ups of different amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48
|
||
msgid ""
|
||
":guilabel:`Email template`: select the email template used for the email "
|
||
"sent to the customer. To create a new template, click on the field, select "
|
||
":guilabel:`Search More`, and then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51
|
||
msgid ""
|
||
":guilabel:`Currency`: select the currency to use for the eWallet program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115
|
||
msgid ""
|
||
":guilabel:`Company`: select the company for which the program is valid and "
|
||
"available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116
|
||
msgid ""
|
||
":guilabel:`Available On`: select the applications on which the program is "
|
||
"valid and available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117
|
||
msgid ""
|
||
":guilabel:`Website`: select the website on which the program is valid and "
|
||
"available. Leave this field empty to include all websites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119
|
||
msgid ""
|
||
":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which "
|
||
"the program is valid and available. Leave this field empty to include all "
|
||
":abbr:`PoS (Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "eWallet program configuration page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63
|
||
msgid ""
|
||
"Once the program is configured, click the :guilabel:`Generate eWallet` "
|
||
"button in the upper-left corner to generate eWallets. eWallets can be "
|
||
"generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. "
|
||
"The quantity is automatically adapted according to the :guilabel:`Customers`"
|
||
" and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet "
|
||
"value`. Finally, set the :guilabel:`Valid Until` period if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69
|
||
msgid ""
|
||
"Generated eWallets can be accessed through the :guilabel:`eWallets` smart "
|
||
"button in the upper-right corner. From there, :guilabel:`Send` or "
|
||
":guilabel:`Share` the eWallets via email or a URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "eWallets send and share buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76
|
||
msgid ""
|
||
"Click on an eWallet to change the :guilabel:`Expiration Date`, "
|
||
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an "
|
||
"eWallet *cannot* be changed, deleted, or duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82
|
||
msgid "Gift cards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84
|
||
msgid ""
|
||
"Gift cards can be purchased by customers, and in turn used as a payment "
|
||
"method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87
|
||
msgid ""
|
||
"Before creating a new gift card program, it is necessary to first create "
|
||
"gift cards as products. To do so, go to :menuselection:`Sales app --> "
|
||
"Products --> Products` and :guilabel:`Create` a product. On the product "
|
||
"template, configure the options as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91
|
||
msgid ":guilabel:`Product Name`: enter a name for the gift card product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96
|
||
msgid ":guilabel:`Sales Price`: enter the amount of the gift card"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99
|
||
msgid ""
|
||
"In order to have gift cards of different amounts, create multiple gift card "
|
||
"products and modify the :guilabel:`Sales Price` accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102
|
||
msgid ""
|
||
"Once the gift card product is created, go to :menuselection:`Sales app --> "
|
||
"Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card "
|
||
"program. The following configuration options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106
|
||
msgid ":guilabel:`Program Name`: enter a name for the gift card program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107
|
||
msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108
|
||
msgid ""
|
||
":guilabel:`Gift Card Products`: select the gift card product created "
|
||
"earlier. Repeat the process if you created gift card products of different "
|
||
"amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110
|
||
msgid ""
|
||
":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift "
|
||
"Card Information` template, or create a new template by clicking on the "
|
||
"field, selecting :guilabel:`Search More`, and then clicking "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113
|
||
msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114
|
||
msgid ""
|
||
":guilabel:`Currency`: select the currency to use for the gift card program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "Gift card program configuration page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126
|
||
msgid ""
|
||
"Once the program is configured, click the :guilabel:`Generate Gift Cards` "
|
||
"button in the upper-left corner to generate gift cards. Gift cards can be "
|
||
"generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected "
|
||
"Customers`. Set the :guilabel:`Quantity to generate` for "
|
||
":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or "
|
||
":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the "
|
||
":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period"
|
||
" if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133
|
||
msgid ""
|
||
"Generated gift cards can be accessed through the :guilabel:`Gift Cards` "
|
||
"smart button in the upper-right corner. From there, :guilabel:`Send` or "
|
||
":guilabel:`Share` the gift cards via email or a URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "Gift cards send and share buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141
|
||
msgid ""
|
||
"Click on a gift card to change the :guilabel:`Expiration Date`, "
|
||
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift "
|
||
"card *cannot* be changed, deleted, or duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
|
||
msgid "Discount and loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users "
|
||
"to create discount and loyalty programs that customers can use for online "
|
||
"and in-store shopping. These programs offer more varied, public, and time-"
|
||
"sensitive pricing options than :doc:`pricelists "
|
||
"</applications/sales/sales/products_prices/prices/pricing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11
|
||
msgid "Configure the settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13
|
||
msgid ""
|
||
"To begin using discount and loyalty programs, navigate to "
|
||
":menuselection:`Sales --> Configuration --> Settings`. Under the "
|
||
":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & "
|
||
"Gift Card` setting by checking the box next to the feature. Finally, click "
|
||
":guilabel:`Save` to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19
|
||
msgid "Configure discount and loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21
|
||
msgid ""
|
||
"To create discount and loyalty programs, go to :menuselection:`Sales --> "
|
||
"Products --> Discount & Loyalty`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24
|
||
msgid ""
|
||
"If no discount or loyalty programs have been created yet, Odoo provides a "
|
||
"choice of templates to help create the first program. Choose one of the "
|
||
"template cards, or click :guilabel:`New` to create a new program from "
|
||
"scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28
|
||
msgid ""
|
||
"Or, if there are already existing programs, select an existing program to "
|
||
"edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Discount and loyalty program template cards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
|
||
msgid ""
|
||
"Templates only appear when no programs have been created, and they disappear"
|
||
" once the first program is created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38
|
||
msgid "Creating or editing a program opens the program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40
|
||
msgid "The program form contains the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:42
|
||
msgid ""
|
||
":guilabel:`Program Name`: Enter the name of the program. The program name is"
|
||
" *not* visible to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44
|
||
msgid ""
|
||
":guilabel:`Program Type`: Select the desired :ref:`program type "
|
||
"<sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46
|
||
msgid ":guilabel:`Currency`: Select the currency used for the program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:47
|
||
msgid ""
|
||
":guilabel:`Points Unit`: Enter the name of the points used for the "
|
||
":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit "
|
||
"name *is* visible to the customer. This field is only available when the "
|
||
":guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50
|
||
msgid ""
|
||
":guilabel:`Validity`: Select the date until which the program is valid. "
|
||
"Leave this field blank for no end date, meaning the program is always valid "
|
||
"and does not expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:52
|
||
msgid ""
|
||
":guilabel:`Limit Usage`: Check this box and enter a number to limit the "
|
||
"number of times the program can be used during the :guilabel:`Validity` "
|
||
"period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:54
|
||
msgid ""
|
||
":guilabel:`Company`: In the case of multiple companies, choose the company "
|
||
"for which the program is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:56
|
||
msgid ""
|
||
":guilabel:`Available On`: Select the app(s) on which the program is "
|
||
"available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57
|
||
msgid ""
|
||
":guilabel:`Website`: Select the website(s) on which the program is "
|
||
"available. Leave this field blank to make it available on all websites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:59
|
||
msgid ""
|
||
":guilabel:`Point of Sale`: Select the point(s) of sale at which the program "
|
||
"is available. Leave this field blank to make it available at all :abbr:`PoS "
|
||
"(Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Program options on the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:67
|
||
msgid ""
|
||
"The options available on the program form vary depending on the "
|
||
":ref:`Program Type <sales/pricing_management/program-types>` selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:70
|
||
msgid ""
|
||
"All of the existing cards, codes, coupons, etc. that have been generated for"
|
||
" the program are accessible through the smart button located in the upper-"
|
||
"right corner of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Program items smart button on the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80
|
||
msgid "Program types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82
|
||
msgid ""
|
||
"The different :guilabel:`Program Types` available on the program form are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:84
|
||
msgid ""
|
||
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
|
||
"immediate access to rewards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
|
||
msgid ""
|
||
":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes "
|
||
"that grant access to rewards on the customer's next order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88
|
||
msgid ""
|
||
":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates "
|
||
"points to exchange for rewards on current and/or future orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:90
|
||
msgid ""
|
||
":guilabel:`Promotions`: Set conditional rules for ordering products, which, "
|
||
"when fulfilled, grant access to rewards for the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:92
|
||
msgid ""
|
||
":guilabel:`Discount Code`: Set codes which, when entered upon checkout, "
|
||
"grant discounts to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:94
|
||
msgid ""
|
||
":guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 "
|
||
"credit. After accumulating a specified amount of credits, the customer can "
|
||
"trade them in to receive Y item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98
|
||
msgid "Conditional rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100
|
||
msgid ""
|
||
"Next, configure the :guilabel:`Conditional rules` that determine when the "
|
||
"program applies to a customer's order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:103
|
||
msgid ""
|
||
"In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to "
|
||
":guilabel:`Conditional rules` to add *conditions* to the program. This "
|
||
"reveals a :guilabel:`Create Conditional rules` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Rules & Rewards tab of the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112
|
||
msgid ""
|
||
"The options for :guilabel:`Conditional rules` vary depending on the selected"
|
||
" :ref:`Program Type <sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115
|
||
msgid "The following options are available for configuring conditional rules:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:117
|
||
msgid ""
|
||
":guilabel:`Discount Code`: Enter a custom code to be used for the "
|
||
":guilabel:`Discount Code` program, or use the default one generated by Odoo."
|
||
" This field is only available when the :guilabel:`Program Type` is set to "
|
||
":guilabel:`Discount Code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:120
|
||
msgid ""
|
||
":guilabel:`Minimum Quantity`: Enter the minimum number of products that must"
|
||
" be purchased in order to access the reward. Set the minimum quantity to at "
|
||
"least `1` to ensure that the customer must make a purchase in order to "
|
||
"access the reward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123
|
||
msgid ""
|
||
":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with "
|
||
":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in "
|
||
"order to access the reward. If both a minimum quantity *and* minimum "
|
||
"purchase amount are entered, then the customer's order must meet both "
|
||
"conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:127
|
||
msgid ""
|
||
":guilabel:`Products`: Select the specific product(s) for which the program "
|
||
"applies. Leave this field blank to apply it to all products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:129
|
||
msgid ""
|
||
":guilabel:`Categories`: Select the category of products for which the "
|
||
"program applies. Choose :guilabel:`All` to apply it to all product "
|
||
"categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:131
|
||
msgid ""
|
||
":guilabel:`Product Tag:` Select a tag to apply the program to products with "
|
||
"that specific tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:132
|
||
msgid ""
|
||
":guilabel:`Grant`: Enter the number of points the customer earns "
|
||
":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per "
|
||
"unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` "
|
||
"programs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid ""
|
||
"Conditional rules configuration window for a discount or loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:140
|
||
msgid ""
|
||
"Click :guilabel:`Save & Close` to save the rule and close the pop-up window,"
|
||
" or click :guilabel:`Save & New` to save the rule and immediately create a "
|
||
"new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144
|
||
msgid "Rewards"
|
||
msgstr "Nagrade"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:146
|
||
msgid ""
|
||
"In the :guilabel:`Rules & Rewards` tab of the program form, click "
|
||
":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program."
|
||
" This reveals a :guilabel:`Create Rewards` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:151
|
||
msgid ""
|
||
"The options for :guilabel:`Rewards` vary depending on the selected "
|
||
":ref:`Program Type <sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154
|
||
msgid "The following options are available for configuring rewards:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:156
|
||
msgid ""
|
||
":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free "
|
||
"Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other "
|
||
"options for reward configuration depend on the :guilabel:`Reward Type` "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160
|
||
msgid ":guilabel:`Free Product`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162
|
||
msgid ""
|
||
":guilabel:`Quantity Rewarded`: Select the number of free products rewarded "
|
||
"to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:163
|
||
msgid ""
|
||
":guilabel:`Product`: Select the product given for free as a reward. Only one"
|
||
" product can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:165
|
||
msgid ""
|
||
":guilabel:`Product Tag`: Select a tag to further specify the free product "
|
||
"eligible for the reward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168
|
||
msgid ":guilabel:`Discount`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:170
|
||
msgid ""
|
||
":guilabel:`Discount`: Enter the discounted amount in either "
|
||
":guilabel:`percentage`, :guilabel:`currency per point`, or "
|
||
":guilabel:`currency per order`. Then, select whether the discount applies to"
|
||
" the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the "
|
||
"order, or only :guilabel:`Specific Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:179
|
||
msgid ""
|
||
":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this "
|
||
"reward may grant as a discount. Leave this field at `0` for no limit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177
|
||
msgid ":guilabel:`Free Shipping`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:182
|
||
msgid ""
|
||
":guilabel:`In exchange of`: Enter the number of points required to exchange "
|
||
"for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get "
|
||
"Y` programs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:184
|
||
msgid ""
|
||
":guilabel:`Description on order`: Enter the description of the reward, which"
|
||
" is displayed to the customer upon checkout."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Rewards configuration window for a discount or loyalty program."
|
||
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 "Foreign currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
|
||
msgid ""
|
||
"With Odoo, pricelists can be used to manage prices in a number of foreign "
|
||
"currencies. Specifically, Odoo has the ability to work with 167 total "
|
||
"currencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9
|
||
msgid ""
|
||
"In order to use multiple currencies in Odoo *Sales*, the *Accounting* "
|
||
"application **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17
|
||
msgid "Settings"
|
||
msgstr "Nastavitve"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15
|
||
msgid ""
|
||
"Once the *Accounting* app has been installed, foreign currencies can be "
|
||
"added to the database. Navigate to :menuselection:`Accounting app --> "
|
||
"Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, "
|
||
"and locate the :guilabel:`Main Currency` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid ""
|
||
"How the main currency feature appears on settings page in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23
|
||
msgid ""
|
||
"Odoo automatically sets the main currency as the currency of the country the"
|
||
" company is based in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25
|
||
msgid ""
|
||
"To change the main currency of the company, select the drop-down menu in the"
|
||
" :guilabel:`Currency` field, select the desired currency, and be sure to "
|
||
":guilabel:`Save` the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29
|
||
msgid ""
|
||
"To ensure currency rates are updated automatically, enable the *automatic "
|
||
"currency rates* feature on the *Accounting* settings page "
|
||
"(:menuselection:`Accounting app --> Configuration --> Settings --> "
|
||
"Currencies section`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37
|
||
msgid ""
|
||
"Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, "
|
||
"choose a designated bank to get the currency rates from in the "
|
||
":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`"
|
||
" of time for the updates to take place. Then determine when the date of the "
|
||
":guilabel:`Next Run` should be."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
|
||
msgid ""
|
||
"To instantly update the currency rates, click the :guilabel:`🔁 (circular "
|
||
"arrows)` icon, located to the right of the :guilabel:`Next Run` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45
|
||
msgid ""
|
||
"When all configurations are complete, be sure to :guilabel:`Save` all "
|
||
"changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48
|
||
msgid ""
|
||
"All payment methods **must** be in the same currency as the sales journal, "
|
||
"or the company currency, if the company currency is not set. If it is not "
|
||
"the same, a :guilabel:`Validation Error` message appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53
|
||
msgid "View, edit, and add currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55
|
||
msgid ""
|
||
"To view, edit, and add currencies to the database, making them available on "
|
||
"pricelists and on the :guilabel:`Main Currency` drop-down menu, click the "
|
||
":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field "
|
||
"on the :menuselection:`Accounting app --> Settings` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59
|
||
msgid ""
|
||
"When the :guilabel:`Currencies` link is clicked, a separate "
|
||
":guilabel:`Currencies` page is revealed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How the main currencies page appears in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65
|
||
msgid ""
|
||
"On this page, Odoo provides a master list of 167 global currencies. Each row"
|
||
" shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, "
|
||
":guilabel:`Name`, date of the :guilabel:`Last Update`, and "
|
||
":guilabel:`Current Rate` (compared to the default currency of the country in"
|
||
" which the company is based)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70
|
||
msgid ""
|
||
"To the far right, there are two columns, which can be toggled on or off:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72
|
||
msgid ""
|
||
":guilabel:`Use on eBay`: this currency can be used with the connected eBay "
|
||
"account (if applicable)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:74
|
||
msgid ""
|
||
":guilabel:`Active`: this currency is activated, which means it can be added "
|
||
"to a pricelist, or used as the main currency of the company, if desired (via"
|
||
" :menuselection:`Accounting app --> Configuration --> Settings --> "
|
||
"Currencies section`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:79
|
||
msgid ""
|
||
"By default, all the :guilabel:`Active` currency options are at the top of "
|
||
"the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:82
|
||
msgid ""
|
||
"It is recommended that *at least* one pricelist is created per "
|
||
":guilabel:`Active` currency. See :doc:`./pricing` to learn more about "
|
||
"pricelist configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:85
|
||
msgid ""
|
||
"To toggle options on/off, click the toggle switch in the row for the "
|
||
"corresponding column. When *on* the color of the switch is green. When "
|
||
"*off*, the color of the switch is grey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89
|
||
msgid "Currency detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:91
|
||
msgid ""
|
||
"To edit any currency on the :guilabel:`Currencies` page, click the desired "
|
||
"currency to reveal the detail form for that specific currency, and proceed "
|
||
"to make any necessary changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How a currency detail form looks in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:98
|
||
msgid ""
|
||
"On the currency detail form, the relevant currency code appears in the "
|
||
":guilabel:`Currency` field. Beneath that, the name for the currency is in "
|
||
"the :guilabel:`Name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:101
|
||
msgid ""
|
||
"Then, toggle the currency's availability with the :guilabel:`Active` toggle:"
|
||
" *on* is indicated with a green switch, and *off* is indicated with a grey "
|
||
"switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:104
|
||
msgid ""
|
||
"On the right of the currency detail form, the appropriate "
|
||
":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` "
|
||
"(e.g. `Cents`) can be found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:107
|
||
msgid ""
|
||
"If the currency is meant to be used for eBay purposes, toggle the "
|
||
":guilabel:`Use on eBay` option to the desired activation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110
|
||
msgid ""
|
||
"Next, under the :guilabel:`Rates` tab, the various conversion rates can be "
|
||
"viewed, added, or deleted. Each row shows the :guilabel:`Date` of that "
|
||
"specific rate, the :guilabel:`Company` to which it is connected, followed by"
|
||
" the :guilabel:`Unit per...` and :guilabel:`...per Unit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166
|
||
msgid ""
|
||
"The *...* in each of the last two columns represents the main currency set "
|
||
"for the company. For example, if the main currency is set to `USD`, the "
|
||
"columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:119
|
||
msgid ""
|
||
"To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` "
|
||
"tab, and proceed to fill in the necessary information in the aforementioned "
|
||
"columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123
|
||
msgid "Main currency detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:125
|
||
msgid ""
|
||
"If the selected currency is the main currency of the company, a blue banner "
|
||
"appears at the top of the currency detail form with the message: "
|
||
":guilabel:`This is your company's currency.`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How a main currency detail form looks in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132
|
||
msgid ""
|
||
"All the fields are the same as a typical currency detail form, but there "
|
||
"will **not** be a :guilabel:`Rates` tab because all other currency rates are"
|
||
" based off the main currency of the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137
|
||
msgid "Create new currency"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:139
|
||
msgid ""
|
||
"If a desired currency isn't on the :guilabel:`Currencies` page, click the "
|
||
":guilabel:`New` button to open a blank currency template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:143
|
||
msgid ""
|
||
"The same :guilabel:`New` button is located in the upper-right corner of any "
|
||
"currency detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How a blank currency detail form looks in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:149
|
||
msgid ""
|
||
"On the blank currency detail form, proceed to enter the desired currency "
|
||
"code in the :guilabel:`Currency` field. Beneath that, enter the name for the"
|
||
" currency in the :guilabel:`Name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153
|
||
msgid ""
|
||
"Then, toggle the currency's availability with the :guilabel:`Active` toggle "
|
||
"switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:155
|
||
msgid ""
|
||
"On the right of the currency detail form, enter the appropriate "
|
||
":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate "
|
||
":guilabel:`Currency Subunit` (e.g. `Cents`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158
|
||
msgid ""
|
||
"If the currency is meant to be used for eBay purposes, toggle the "
|
||
":guilabel:`Use on eBay` to the desired activation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:161
|
||
msgid ""
|
||
"Next, under the :guilabel:`Rates` tab, add a new rate by clicking "
|
||
":guilabel:`Add a line`. Then, proceed to confirm and adjust the "
|
||
":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and "
|
||
":guilabel:`...per Unit` fields to ensure all the auto-populated information "
|
||
"is accurate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171
|
||
msgid "Currency-specific pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:173
|
||
msgid ""
|
||
"It is recommended that *at least* one pricelist is created per active "
|
||
"currency in the database. To create (or assign) a pricelist to a specific "
|
||
"currency, start by navigating to :menuselection:`Sales app --> Products --> "
|
||
"Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:177
|
||
msgid ""
|
||
"From the :guilabel:`Pricelists` page, either select an existing pricelist to"
|
||
" edit, or click :guilabel:`New` to create a new pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:180
|
||
msgid ""
|
||
"On the pricelist detail form, for either a new or existing pricelist, adjust"
|
||
" the :guilabel:`Currency` field as desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184
|
||
msgid ":doc:`./pricing` to learn more about pricelist configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187
|
||
msgid "Auto-conversion from public price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:189
|
||
msgid ""
|
||
"It should be noted that the public price seen on products is directly "
|
||
"related to the main currency the company has set, which is configured by "
|
||
"navigating to :menuselection:`Accounting app --> Configuration --> Settings "
|
||
"--> Currencies section --> Main Currency --> Currency drop-down menu`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:193
|
||
msgid ""
|
||
"The sales price automatically updates if the pricelist is changed to a "
|
||
"different pricelist that has a different currency than the company's main "
|
||
"currency. The change in price is directly related to the updated conversion "
|
||
"rate for that currency."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198
|
||
msgid "Set product prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200
|
||
msgid ""
|
||
"In order to have product prices set in place to avoid any changes in "
|
||
"currency rates, start by navigating to :menuselection:`Sales app --> "
|
||
"Products --> Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:203
|
||
msgid ""
|
||
"From the :guilabel:`Products` page, select the desired product to modify. "
|
||
"Or, create a new product by clicking the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206
|
||
msgid ""
|
||
"Then, on the product detail form, click the :guilabel:`Extra Prices` smart "
|
||
"button, located in the upper-left corner. Doing so reveals a separate "
|
||
":guilabel:`Price Rules` page, specific to that particular product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid ""
|
||
"How to set product prices based on foreign currency pricelists in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:214
|
||
msgid ""
|
||
"Click :guilabel:`New`, and select the desired pricelist from the drop-down "
|
||
"menu in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:217
|
||
msgid ""
|
||
"The :guilabel:`Applied On` field is auto-populated with the product, so "
|
||
"proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and"
|
||
" :guilabel:`Price` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221
|
||
msgid ""
|
||
"The figure in the :guilabel:`Min. Quantity` field means the "
|
||
":guilabel:`Price` being set will **only** trigger if at least that amount of"
|
||
" product is purchased."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:224
|
||
msgid ""
|
||
"If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` "
|
||
"for the set prices. Leaving those columns blank ensures the set price will "
|
||
"remain valid, regardless of the date of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:227
|
||
msgid ""
|
||
"If working in a multi-company environment, designate to which company this "
|
||
"price rule should be applied in the :guilabel:`Company` field. Leaving that "
|
||
"field blank ensures the price rule applies to all companies in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:231
|
||
msgid ""
|
||
"With those configurations complete, regardless of any changes/updates in "
|
||
"conversion, whenever those designated pricelists are applied to a customer "
|
||
"trying to purchase this specific product, these pre-determined set prices "
|
||
"appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236
|
||
msgid ":doc:`./pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
|
||
msgid "Pricelists, discounts, and formulas"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
|
||
msgid ""
|
||
"Odoo *Sales* has a useful pricelist feature that can be tailored to fit any "
|
||
"unique pricing strategy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7
|
||
msgid ""
|
||
"A *pricelist* is a list of prices (or price rules) that Odoo uses to "
|
||
"determine the appropriate price for a customer. These pricelists can be set "
|
||
"with specific criteria (such as time periods, minimum quantity sold, and "
|
||
"more) in order to apply certain prices or discounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11
|
||
msgid ""
|
||
"Pricelists suggest certain prices, but they can always be overridden on the "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14
|
||
msgid "Pricing strategy options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16
|
||
msgid ""
|
||
"To choose a pricing strategy, first navigate to :menuselection:`Sales app "
|
||
"--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click "
|
||
"the checkbox next to the :guilabel:`Pricelists` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
|
||
msgid ""
|
||
"Doing so reveals two additional options beneath it: :guilabel:`Multiple "
|
||
"prices per product` and :guilabel:`Advanced price rules (discounts, "
|
||
"formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads "
|
||
"to a separate pricelists page, wherein pricelists can be created and/or "
|
||
"modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
|
||
msgid ""
|
||
":guilabel:`Multiple prices per product`: provides the option to set several "
|
||
"different prices per product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27
|
||
msgid ""
|
||
":guilabel:`Advanced price rules (discounts, formulas)`: provides the option "
|
||
"to create detailed price rules and apply discounts, margins, and roundings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the pricelist feature setting looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34
|
||
msgid ""
|
||
"After clicking the checkbox beside the :guilabel:`Pricelists` feature, "
|
||
"select one of those two options, then click :guilabel:`Save` to save all "
|
||
"changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40
|
||
msgid ""
|
||
"After activating and saving the :guilabel:`Pricelists` feature, the "
|
||
":guilabel:`Settings` page reloads and, from here, either select the "
|
||
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
|
||
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
|
||
" Products --> Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:328
|
||
msgid ""
|
||
"Either option reveals the :guilabel:`Pricelists` page, in which pricelists "
|
||
"can be created and/or modified at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the pricelists page looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267
|
||
msgid ""
|
||
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
|
||
"*Sales* and *eCommerce*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:55
|
||
msgid ""
|
||
"From the :guilabel:`Pricelists` page, either select the desired pricelist to"
|
||
" edit, or click :guilabel:`New` to create a new pricelist, which reveals a "
|
||
"blank pricelist form that can be configured in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the pricelist detail form looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63
|
||
msgid ""
|
||
"When creating a new pricelist, start by adding a name for the pricelist at "
|
||
"the top of the form, in the blank field. Next, select which "
|
||
":guilabel:`Currency` should be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:66
|
||
msgid ""
|
||
"Then, if working in a multi-company environment, select which company this "
|
||
"pricelist should apply to in the :guilabel:`Company` field. If this field is"
|
||
" left blank, the pricelist is automatically applied to all companies in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71
|
||
msgid "Price rules tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73
|
||
msgid ""
|
||
"The :guilabel:`Price Rules` tab functionality on a pricelist form varies "
|
||
"depending on the :guilabel:`Pricelists` setting chosen: either "
|
||
":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules "
|
||
"(discounts, formulas)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77
|
||
msgid ""
|
||
"However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` "
|
||
"tab are always the same, regardless of the chosen :guilabel:`Pricelists` "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81
|
||
msgid "Price rules tab (multiple prices per product)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83
|
||
msgid ""
|
||
"With the :guilabel:`Multiple prices per product` setting activated, the "
|
||
":guilabel:`Price Rules` tab on pricelist forms provides the option to add "
|
||
"specific products, with a specific price, to a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:87
|
||
msgid ""
|
||
"To add a specific product and price to a pricelist form, click the "
|
||
":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the "
|
||
":guilabel:`Products` column. Then, select the desired product for which a "
|
||
"specific price should be applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91
|
||
msgid ""
|
||
"Next, if necessary, select a product variant under the :guilabel:`Variants` "
|
||
"column (e.g. a specific product size, color, etc.). If no variants are "
|
||
"selected, then this price will apply to all variants of the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95
|
||
msgid ""
|
||
"If a minimum amount of the product must be purchased in order to apply the "
|
||
"specific price, enter the amount under the :guilabel:`Min. Quantity` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98
|
||
msgid ""
|
||
"To configure the price of the product for this specific pricelist, enter the"
|
||
" desired amount under the :guilabel:`Price` column. Then, there is the "
|
||
"option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the "
|
||
"configured product price, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:102
|
||
msgid ""
|
||
"To add another product line, click :guilabel:`Add a line` again, and repeat "
|
||
"the process. There is no limit to how many products can be added in the "
|
||
":guilabel:`Price Rules` tab of a pricelist form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105
|
||
msgid ""
|
||
"For more information, check out the following section: :ref:`Multiple prices"
|
||
" per product <sales/multiple-prices-per-product>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109
|
||
msgid "Price rules tab (advanced price rules)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111
|
||
msgid ""
|
||
"With the :guilabel:`Advanced price rules (discounts, formulas)` setting "
|
||
"activated, the :guilabel:`Price Rules` tab on pricelist forms provides the "
|
||
"option to configure detailed price rules based on formulas."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115
|
||
msgid ""
|
||
"Check out the :ref:`Advanced price rules (discounts, formulas) "
|
||
"<sales/advanced-price-rules>` section for detailed steps on how to add "
|
||
"advanced price rules to a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
|
||
msgid "Time-based rules tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121
|
||
msgid ""
|
||
"Time-based rules are used specifically with :doc:`subscription products "
|
||
"</applications/sales/subscriptions/products>`. Be sure to check out the Odoo"
|
||
" *Subscriptions* :doc:`documentation </applications/sales/subscriptions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125
|
||
msgid ""
|
||
"Under the :guilabel:`Time-based rules` tab, the same functionality of the "
|
||
":guilabel:`Price Rules` tab is present, with the only difference being that "
|
||
"a repeating time period can be applied in the :guilabel:`Period` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:129
|
||
msgid ""
|
||
"After a :guilabel:`Product` and potential :guilabel:`Variant` are selected "
|
||
"in the :guilabel:`Time-based rules` tab, select the blank field in the "
|
||
":guilabel:`Period` column to reveal a drop-down menu of pre-designated "
|
||
"recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133
|
||
msgid ""
|
||
"New recurrence periods can also be directly created from this column, by "
|
||
"typing in the new name for the :guilabel:`Period` and then selecting "
|
||
":guilabel:`Create` to create the time period, which can be edited later. Or,"
|
||
" select :guilabel:`Create and edit...` to reveal a pop-up form, in which the"
|
||
" new recurrence period can be directly configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "Custom time period pop-up form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142
|
||
msgid ""
|
||
"From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, "
|
||
":guilabel:`Duration`, then a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). "
|
||
"When finished, click :guilabel:`Save and Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145
|
||
msgid ""
|
||
"Lastly, add the desired price for this time-based rule in the "
|
||
":guilabel:`Price` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148
|
||
msgid ":doc:`/applications/sales/subscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151
|
||
msgid "Configuration tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153
|
||
msgid ""
|
||
"Under the :guilabel:`Configuration` tab, there are a few options that can "
|
||
"further customize the pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "Configuration tab on pricelist detail form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160
|
||
msgid ""
|
||
"From here, under the :guilabel:`Availability` section, in the "
|
||
":guilabel:`Country Groups` field, certain country groups can be added to the"
|
||
" pricelist. There is no limit to how many country groups can be added in "
|
||
"this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:165
|
||
msgid ""
|
||
"If no country is set for a customer, Odoo takes the first pricelist without "
|
||
"any country group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167
|
||
msgid ""
|
||
"Under the :guilabel:`Website` section, there are a few options that can be "
|
||
"configured. In the :guilabel:`Website` field, this pricelist can be applied "
|
||
"to a specific website, if working in a multi-website environment. If left "
|
||
"blank, the pricelist will be applied to all websites in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:172
|
||
msgid ""
|
||
"Click the :guilabel:`Selectable` checkbox to have this pricelist as a "
|
||
"selectable option for customers to choose as they shop. If the "
|
||
":guilabel:`Selectable` box is left unchecked, customers **cannot** select "
|
||
"this pricelist for themselves as they shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:176
|
||
msgid ""
|
||
"Lastly, there is the option to add an :guilabel:`E-commerce Promotional "
|
||
"Code`. To add a code, type in the desired promo code that, when entered "
|
||
"during the checkout process, applies the pricelist to the customer, even if "
|
||
"the customer does not fall into the previously-specified criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181
|
||
msgid "Show discount percentage to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183
|
||
msgid ""
|
||
"With Odoo *Sales*, the option to show the public price *and* the computed "
|
||
"discount percentage on the product catalog is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings`, and in the :guilabel:`Pricing` section, click the checkbox next "
|
||
"to the :guilabel:`Discounts` feature, and then click :guilabel:`Save` to "
|
||
"save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190
|
||
msgid ""
|
||
"After activating the :guilabel:`Discounts` feature, navigate to the "
|
||
"pricelists page, either by clicking the :guilabel:`Pricelists` link from the"
|
||
" :guilabel:`Settings` page, or by going to :menuselection:`Sales app --> "
|
||
"Products --> Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194
|
||
msgid ""
|
||
"On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On"
|
||
" the pricelist form, click into the :guilabel:`Configuration` tab. In the "
|
||
":guilabel:`Configuration` tab, at the bottom, a :guilabel:`Discounts` "
|
||
"section is now available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid ""
|
||
"What the discount options are on the configuration tab of a pricelist in "
|
||
"Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202
|
||
msgid "The options available in this section are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204
|
||
msgid ""
|
||
":guilabel:`Discount included in the price`: shows the customer only the "
|
||
"final price with the discount already included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:206
|
||
msgid ""
|
||
":guilabel:`Show public price & discount to the customer`: shows the customer"
|
||
" the public price *and* the discount they're earning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210
|
||
msgid "Customer pricelist application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212
|
||
msgid ""
|
||
"While the default pricelist applied to any customer is the :guilabel:`Public"
|
||
" Pricelist`, Odoo provides the opportunity to directly apply a different "
|
||
"pricelist to customers on their contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215
|
||
msgid ""
|
||
"To do that, open the desired customer's contact form, either by navigating "
|
||
"to :menuselection:`Sales app --> Orders --> Customers` and selecting the "
|
||
"customer from the main :guilabel:`Customers` page, or by clicking on the "
|
||
"customer's name on a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "Sample customer detail form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223
|
||
msgid ""
|
||
"On the desired customer's contact form, under the :guilabel:`Sales & "
|
||
"Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist "
|
||
"should be applied to this specific customer from the drop-down menu in the "
|
||
":guilabel:`Pricelist` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "The pricelist field in a customer detail form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236
|
||
msgid ""
|
||
"To apply several prices per individual product, select the "
|
||
":guilabel:`Multiple prices per product` option, after enabling the "
|
||
":guilabel:`Pricelists` feature on the *Sales* app setting page "
|
||
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240
|
||
msgid ""
|
||
"Next, apply pricelists to specific products using the product form. Navigate"
|
||
" to the :menuselection:`Sales app --> Products --> Products` and select the "
|
||
"product for which multiple prices should be applied. Selecting a product "
|
||
"from the :guilabel:`Products` page reveals that specific product's product "
|
||
"form on a separate page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:245
|
||
msgid ""
|
||
"On the product form, click the :guilabel:`Extra Prices` smart button, "
|
||
"located at the top of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the extra prices smart button appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252
|
||
msgid ""
|
||
"Doing so reveals a separate page displaying the :guilabel:`Price Rules` that"
|
||
" are specific to that particular product. Here, price rules can be edited or"
|
||
" created at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the extra price rules per product page appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:259
|
||
msgid ""
|
||
"To create a new price rule for a product from this specific :guilabel:`Price"
|
||
" Rules` page, click :guilabel:`New` to add a new, customizable row that has "
|
||
"the desired product already populated in the :guilabel:`Applied On` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263
|
||
msgid ""
|
||
"Next, select which :guilabel:`Pricelist` this specific product price rule "
|
||
"should apply to, via the drop-down menu in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270
|
||
msgid ""
|
||
"To create a new pricelist from this page, type in the desired name of the "
|
||
"new pricelist in the :guilabel:`Pricelist` column, then select "
|
||
":guilabel:`Create` from the drop-down menu. All pricelists can be modified "
|
||
"at any time, by navigating to :menuselection:`Sales app --> Products --> "
|
||
"Pricelists`. Pricelists can also be created on that specific "
|
||
":guilabel:`Pricelists` page, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:276
|
||
msgid ""
|
||
"After the desired pricelist is added to the row, designate a :guilabel:`Min."
|
||
" Quantity` for the price rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280
|
||
msgid ""
|
||
"If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the "
|
||
":guilabel:`Price` column will be applied to orders of 2 or more products. "
|
||
"So, in theory, if a single product costs $100, customers can be encouraged "
|
||
"to buy more, if the :guilabel:`Price` is set at $85 per product for a "
|
||
":guilabel:`Min. Quantity` of `2` products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:285
|
||
msgid ""
|
||
"Next, enter the desired amount in the :guilabel:`Price` column. Then, if "
|
||
"needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the "
|
||
"product's price rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288
|
||
msgid ""
|
||
"And lastly, if working in a multi-company environment, select which company "
|
||
"this price rule should be applied to in the :guilabel:`Company` field. "
|
||
"Leaving this field blank means the price rule applies for all companies in "
|
||
"the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:292
|
||
msgid ""
|
||
"Click away from the row to activate Odoo's auto-save capability, meaning "
|
||
"that newly-created price rule is now ready to be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:295
|
||
msgid ""
|
||
"Proceed to add as many unique price rules per product as desired. There is "
|
||
"no limit to how many price rules can be added per product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:298
|
||
msgid ""
|
||
"With the price rule(s) in place for a specific product, customers who fall "
|
||
"into those corresponding pricelists automatically see those new prices "
|
||
"applied. The number of price rules applied to a particular product are also "
|
||
"displayed in the :guilabel:`Extra Prices` smart button, located on every "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304
|
||
msgid ""
|
||
"When a price rule/pricelist is added to a product via the :guilabel:`Extra "
|
||
"Prices` smart button, it is also reflected on the pricelist itself. "
|
||
"Similarly, when a price rule for a specific product is added to a pricelist,"
|
||
" it is also reflected on the product form via the :guilabel:`Extra Prices` "
|
||
"smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:314
|
||
msgid ""
|
||
"The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature"
|
||
" provides the option to set price change rules based on discounts and "
|
||
"formulas. These changes can be relative to the product list/catalog price, "
|
||
"the product's cost, or another pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:318
|
||
msgid ""
|
||
"To use advanced pricing rules, with discounts and formulas, select the "
|
||
":guilabel:`Advanced price rules (discounts, formulas)` option, after "
|
||
"enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page "
|
||
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323
|
||
msgid ""
|
||
"After activating and saving that :guilabel:`Pricelists` feature, the "
|
||
":guilabel:`Settings` page reloads and, from here, either select the "
|
||
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
|
||
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
|
||
" Products --> Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331
|
||
msgid ""
|
||
"From the :guilabel:`Pricelists` page, select a desired pricelist to modify, "
|
||
"or create a new pricelist by clicking the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334
|
||
msgid ""
|
||
"On the pricelist form, under the :guilabel:`Price Rules` tab, click "
|
||
":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a "
|
||
":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule "
|
||
"is configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343
|
||
msgid "Price computation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345
|
||
msgid ""
|
||
"On this form, first choose one of the three :guilabel:`Computation` options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347
|
||
msgid ""
|
||
":guilabel:`Fixed Price`: the price computation is based on a fixed price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348
|
||
msgid ":guilabel:`Discount`: the price computation is based on a discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349
|
||
msgid ":guilabel:`Formula`: the price computation is based on a formula."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352
|
||
msgid ""
|
||
"Each :guilabel:`Computation` option reveals its own computation-specific "
|
||
"fields on the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354
|
||
msgid ""
|
||
"If :guilabel:`Fixed Price` is selected, enter the desired price in the "
|
||
":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, "
|
||
"enter the desired discount percentage in the :guilabel:`Discount` field that"
|
||
" appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358
|
||
msgid ""
|
||
"If :guilabel:`Formula` is selected, a number of configurable options appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "The various formula computation options present in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:364
|
||
msgid ""
|
||
"To configure the :guilabel:`Formula` computation option, start by selecting "
|
||
"an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, "
|
||
":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the "
|
||
"advanced price rule formula will be based on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:368
|
||
msgid ""
|
||
"Next, in the :guilabel:`Discount` field, determine how much of a discount "
|
||
"should be applied. It should be noted that a mark-up can be applied by "
|
||
"setting a negative discount in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:372
|
||
msgid ""
|
||
"To formulate a 100% markup (or 2 times the cost of the product), with a $5 "
|
||
"minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the "
|
||
":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is "
|
||
"often seen in retail situations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
|
||
msgid ""
|
||
"How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo"
|
||
" Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380
|
||
msgid ""
|
||
"Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or "
|
||
"subtract) to the amount calculated with the discount. After that, enter a "
|
||
"desired figure in the :guilabel:`Rounding Method` field. The rounding method"
|
||
" sets the price so that it is a multiple of the value in the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385
|
||
msgid "Rounding is applied *after* the discount and *before* the surcharge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388
|
||
msgid ""
|
||
"To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`"
|
||
" and the :guilabel:`Extra Fee` to `-0.01`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:391
|
||
msgid ""
|
||
"Lastly, specify the minimum amount of margin over the base price in the "
|
||
":guilabel:`Margins` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:393
|
||
msgid ""
|
||
"Once all formula-related configurations are complete, Odoo provides an "
|
||
"example of the formula in a blue block to the right of the configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397
|
||
msgid ""
|
||
"To apply 20% discounts, with prices rounded up to 9.99, set the "
|
||
":guilabel:`Based on` field to :guilabel:`Sales Price`, the "
|
||
":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to "
|
||
"`-0.01`, and the :guilabel:`Rounding Method` field to `10`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
|
||
msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406
|
||
msgid "Conditions"
|
||
msgstr "Pogoji"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:408
|
||
msgid ""
|
||
"At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the "
|
||
":guilabel:`Conditions` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411
|
||
msgid ""
|
||
"Here, start by selecting one of the options in the :guilabel:`Apply On` "
|
||
"field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:413
|
||
msgid ""
|
||
":guilabel:`All Products`: the advanced pricelist rule will be applied to all"
|
||
" products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414
|
||
msgid ""
|
||
":guilabel:`Product Category`: the advanced pricelist rule will be applied to"
|
||
" a specific category of products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416
|
||
msgid ""
|
||
":guilabel:`Product`: the advanced pricelist rule will be applied to a "
|
||
"specific product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417
|
||
msgid ""
|
||
":guilabel:`Product Variant`: the advanced pricelist rule will be applied to "
|
||
"a specific product variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420
|
||
msgid ""
|
||
"If any of those options, apart from :guilabel:`All Products`, are selected, "
|
||
"a new option-specific field appears, in which the specific "
|
||
":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product "
|
||
"Variant` must be chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:424
|
||
msgid ""
|
||
"Then, select a minimum quantity to be applied to the advanced pricelist rule"
|
||
" in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for"
|
||
" the pricelist item validation in the :guilabel:`Validity` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:428
|
||
msgid ""
|
||
"Once all configurations are complete, either click :guilabel:`Save & Close` "
|
||
"to save the advanced pricelist rule, or click :guilabel:`Save & New` to "
|
||
"immediately create another advanced pricelist rule on a fresh form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433
|
||
msgid ""
|
||
"If a price rule is set for a particular product, and another one for its "
|
||
"product category, Odoo takes the rule of the product itself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437
|
||
msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438
|
||
msgid ""
|
||
":doc:`/applications/websites/ecommerce/managing_products/price_management`"
|
||
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 "Import products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
|
||
msgid ""
|
||
"Odoo *Sales* provides a template for importing products with categories and "
|
||
"variants, which can be opened and edited with any spreadsheet software "
|
||
"(Microsoft Excel, OpenOffice, Google Sheets, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:8
|
||
msgid ""
|
||
"When this spreadsheet is filled out properly, it can be quickly uploaded to "
|
||
"the Odoo database. When uploaded, those products are instantly added, "
|
||
"accessible, and editable in the product catalog."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:12
|
||
msgid "Import template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:14
|
||
msgid ""
|
||
"In order to import products with categories and variants, the *Import "
|
||
"Template for Products* **must** be downloaded. Once downloaded, the template"
|
||
" can be adjusted and customized, and then uploaded back into the Odoo "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
|
||
msgid ""
|
||
"To download the necessary import template, navigate to :menuselection:`Sales"
|
||
" app --> Products --> Products`. On the :guilabel:`Products` page, click the"
|
||
" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:22
|
||
msgid ""
|
||
"From this drop-down menu, select the :guilabel:`Import records` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"The Import records option selectable from the gear icon on the Products page"
|
||
" in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:28
|
||
msgid ""
|
||
"Selecting :guilabel:`Import records` reveals a separate page with a link to "
|
||
"download the :guilabel:`Import Template for Products`. Click that link to "
|
||
"download the template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
|
||
msgid ""
|
||
"Once the template download is complete, open the spreadsheet file to "
|
||
"customize it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:38
|
||
msgid "Customize product import template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:40
|
||
msgid ""
|
||
"When the import template has been downloaded and opened, it's time to modify"
|
||
" its contents. However, before any changes are made, there are a few "
|
||
"elements to keep in mind during the process:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:43
|
||
msgid ""
|
||
"Feel free to remove any columns that aren't deemed necessary. But, it is "
|
||
"*strongly* advised that the :guilabel:`Internal Reference` column remains."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:46
|
||
msgid ""
|
||
"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in "
|
||
"the :guilabel:`Internal Reference` column for each product can be helpful in"
|
||
" many cases. This can even be from previous software spreadsheets to ease "
|
||
"the transition into Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:50
|
||
msgid ""
|
||
"For example, when updating imported products, the same file can be imported "
|
||
"several times without creating duplicates, thus enhancing the efficiency and"
|
||
" simplicity of imported product management."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:52
|
||
msgid ""
|
||
"Do **not** change the labels of columns that are meant to be imported. "
|
||
"Otherwise, Odoo won't recognize them, forcing the user to map them on the "
|
||
"import screen manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:54
|
||
msgid ""
|
||
"Feel free to add new columns to the template spreadsheet, if desired. "
|
||
"However, to be added, those fields **must** exist in Odoo. If Odoo can't "
|
||
"match the column name with a field, it can be matched manually during the "
|
||
"import process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:58
|
||
msgid ""
|
||
"During the import process of the completed template, Odoo reveals a page "
|
||
"showcasing all the elements of the newly-configured product template "
|
||
"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, "
|
||
"and :guilabel:`Comments`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:62
|
||
msgid ""
|
||
"To manually match a column name with a field in Odoo, click the "
|
||
":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` "
|
||
"that needs a manual adjustment, and select the appropriate field from that "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:0
|
||
msgid ""
|
||
"The Odoo Field drop-down menu next to a Field Column that needs to be "
|
||
"manually adjusted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:71
|
||
msgid "Import product template spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:73
|
||
msgid ""
|
||
"After customizing the product template spreadsheet, return to the Odoo "
|
||
"product import page, where the template download link is found, and click "
|
||
"the :guilabel:`Upload File` button in the upper-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"The upload file button on the import products template download page in Odoo"
|
||
" Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:81
|
||
msgid ""
|
||
"Then, a pop-up window appears, in which the completed product template "
|
||
"spreadsheet file should be selected and uploaded to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:84
|
||
msgid ""
|
||
"After that, Odoo reveals a page showcasing all the elements of the newly-"
|
||
"configured product template spreadsheet, separated by :guilabel:`File "
|
||
"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"The import a file page in Odoo Sales after a product template has been "
|
||
"uploaded."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:91
|
||
msgid ""
|
||
"From here, the :guilabel:`File Column` can be manually assigned to an "
|
||
":guilabel:`Odoo Field`, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:94
|
||
msgid ""
|
||
"To make sure everything is appropriate, and all the columns and fields are "
|
||
"lined up accurately, click the :guilabel:`Test` button in the upper-left "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:97
|
||
msgid ""
|
||
"If everything is lined up and applied correctly, Odoo reveals a blue banner "
|
||
"at the top of the page, informing the user that :guilabel:`Everything seems "
|
||
"valid`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"The everything seems valid message that appears if file columns are entered "
|
||
"correctly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:104
|
||
msgid ""
|
||
"If there are any errors, Odoo reveals a red banner at the top of the page, "
|
||
"with instructions of where to locate the specific issues, and how to fix "
|
||
"them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"The import error message that appears if file columns don't match an Odoo "
|
||
"Field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:111
|
||
msgid ""
|
||
"Once those errors are fixed, click :guilabel:`Test` again to ensure all "
|
||
"necessary issues have been remedied appropriately."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:114
|
||
msgid ""
|
||
"If additional product template spreadsheets need to be uploaded, click the "
|
||
":guilabel:`Load File` button, select the desired product template "
|
||
"spreadsheet, and repeat the process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:117
|
||
msgid "When everything is ready, click the :guilabel:`Import` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:119
|
||
msgid ""
|
||
"When clicked, Odoo instantly imports those products, and reveals the main "
|
||
":guilabel:`Products` page, with a pop-up message in the upper-right corner. "
|
||
"This pop-up message informs the user how many products were successfully "
|
||
"imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"The pop-up window that appears after a successful product import process in "
|
||
"Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:127
|
||
msgid ""
|
||
"At this point, all the newly-imported products are accessible and editable "
|
||
"via the :guilabel:`Products` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:131
|
||
msgid "Import relation fields, attributes, and variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:133
|
||
msgid ""
|
||
"It's important to note that an Odoo object is always related to many other "
|
||
"objects. For example, a product is linked to product categories, attributes,"
|
||
" vendors, and things of this nature. These links/connections are known as "
|
||
"relations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:138
|
||
msgid ""
|
||
"In order to import product relations, the records of the related object "
|
||
"**must** be imported *first* from their own list menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:142
|
||
msgid "Relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:144
|
||
msgid ""
|
||
"On product forms in Odoo, there are a number of fields that can be modified "
|
||
"and customized at any time. These fields are found under every tab on a "
|
||
"product form. While these fields are easily editable directly on the product"
|
||
" form, they can also be modified via a product import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:148
|
||
msgid ""
|
||
"As mentioned, relation fields of this nature can **only** be imported for "
|
||
"products if they already exist in the database. For example, if a user "
|
||
"attempts to import a product with a *Product Type*, it can only be one of "
|
||
"the preconfigured product types existing in the database (e.g. *Storable "
|
||
"Product*, *Consumable*, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:153
|
||
msgid ""
|
||
"To import information for a relation field on a product import template "
|
||
"spreadsheet, add the name of the field as a column name/title on the "
|
||
"spreadsheet. Then, on the appropriate product line, add the desired relation"
|
||
" field option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:157
|
||
msgid ""
|
||
"When all desired relation field information has been entered, save the "
|
||
"spreadsheet, and import it to the database, per the process mentioned above "
|
||
"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> "
|
||
"Import records --> Upload File`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:161
|
||
msgid ""
|
||
"Once the spreadsheet with the newly-configured relation field information "
|
||
"has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
|
||
":guilabel:`Products` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:164
|
||
msgid ""
|
||
"When the newly-changed/modified products, complete with the new relation "
|
||
"field information, has been imported and uploaded, that new information can "
|
||
"be found on the :guilabel:`Products` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:168
|
||
msgid "Attributes and values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:170
|
||
msgid ""
|
||
"Odoo also allows users to import product attributes and values that can be "
|
||
"used for products that already exist in the database, and/or with imported "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:173
|
||
msgid ""
|
||
"To import attributes and values, a separate spreadsheet or CSV file "
|
||
"dedicated to attributes and values **must** be imported and uploaded before "
|
||
"they can be used for other products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:176
|
||
msgid ""
|
||
"The column names/titles of the attributes and values spreadsheet should be "
|
||
"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, "
|
||
":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid "An attributes and values spreadsheet template for imports."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:184
|
||
msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:185
|
||
msgid ""
|
||
":guilabel:`Display Type`: display type used in the product configurator. "
|
||
"There are three display type options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:188
|
||
msgid ":guilabel:`Radio`: values displayed as radio buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:189
|
||
msgid ":guilabel:`Selection`: values displayed in a selection list"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:190
|
||
msgid ":guilabel:`Color`: values denoted as a color selection"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:192
|
||
msgid ""
|
||
":guilabel:`Variant Creation Mode`: how the variants are created when applied"
|
||
" to a product. There are three variant creation mode options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:195
|
||
msgid ""
|
||
":guilabel:`Instantly`: all possible variants are created as soon as the "
|
||
"attribute, and its values, are added to a product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:197
|
||
msgid ""
|
||
":guilabel:`Dynamically`: each variant is created **only** when its "
|
||
"corresponding attributes and values are added to a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:199
|
||
msgid ":guilabel:`Never`: variants are **never** created for the attribute"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:202
|
||
msgid ""
|
||
"The :guilabel:`Variants Creation Mode` **cannot** be changed once the "
|
||
"attribute is used on at least one product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:205
|
||
msgid ""
|
||
":guilabel:`Values/Value`: values pertaining to the corresponding attribute. "
|
||
"If there are multiple values for the same attribute, the values need to be "
|
||
"in individual lines on the spreadsheet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:208
|
||
msgid ""
|
||
"Once the desired attributes and values have been entered and saved in the "
|
||
"spreadsheet, it's time to import and upload it into Odoo. To do that, "
|
||
"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> "
|
||
"⚙️ (gear) icon --> Import records --> Upload File`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:212
|
||
msgid ""
|
||
"Once the spreadsheet with the newly-configured attributes and values has "
|
||
"been uploaded, click :guilabel:`Import`, and Odoo returns to the "
|
||
":guilabel:`Attributes` page. That's where those newly-added attributes and "
|
||
"values can be found and edited, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:216
|
||
msgid ""
|
||
"As mentioned previously, when attributes and values have been added to the "
|
||
"Odoo database, they can be used for existing or imported products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:220
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174
|
||
msgid "Product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:222
|
||
msgid ""
|
||
"When product attributes and values are configured in the database, they can "
|
||
"be used on product import spreadsheets to add more information and detail to"
|
||
" products being imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:225
|
||
msgid ""
|
||
"To import products with product attributes and values, the product import "
|
||
"template spreadsheet must be configured with specific :guilabel:`Product "
|
||
"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and "
|
||
":guilabel:`Name` columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:229
|
||
msgid ""
|
||
"There can be other columns, as well, but these columns are **required** in "
|
||
"order to properly import products with specific variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
|
||
msgid ""
|
||
"Product variants spreadsheet with product attributes and variants for import"
|
||
" purposes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:236
|
||
msgid ":guilabel:`Name`: product name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:237
|
||
msgid ":guilabel:`Product Attributes / Attribute`: name of attribute"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:238
|
||
msgid ""
|
||
":guilabel:`Product Attributes / Values`: values pertaining to the "
|
||
"corresponding attribute"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:241
|
||
msgid ""
|
||
"To import multiple values, separate them by *just* a comma, **not** a comma "
|
||
"followed by a space, in the product import template spreadsheet (e.g. "
|
||
"`furniture,couch,home`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:244
|
||
msgid ""
|
||
"When the desired products and product variants have been entered and saved "
|
||
"in the spreadsheet, it's time to import and upload them into Odoo. To do "
|
||
"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️"
|
||
" (gear) icon --> Import records --> Upload File`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:248
|
||
msgid ""
|
||
"Once the spreadsheet with the newly-configured products and product variants"
|
||
" has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
|
||
":guilabel:`Products` page. That's where the newly-added products can be "
|
||
"found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:252
|
||
msgid ""
|
||
"To view and modify the attributes and variants on any products, select the "
|
||
"desired product from the :guilabel:`Products` page, and click the "
|
||
":guilabel:`Attributes \\& Variants` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:256
|
||
msgid ":doc:`variants`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
|
||
msgid "Product images with Google Images"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
|
||
msgid ""
|
||
"Having appropriate product images in Odoo is useful for a number of reasons."
|
||
" However, if a lot of products need images, assigning them can become "
|
||
"incredibly time-consuming."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8
|
||
msgid ""
|
||
"Fortunately, by configuring the *Google Custom Search* API within an Odoo "
|
||
"database, finding product images for products (based on their barcode) is "
|
||
"extremely efficient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16
|
||
msgid ""
|
||
"In order to utilize *Google Custom Search* within an Odoo database, both the"
|
||
" database and the Google API must be properly configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20
|
||
msgid ""
|
||
"Free Google accounts allow users to select up to 100 free images per day. If"
|
||
" a higher amount is needed, a billing upgrade is required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26
|
||
msgid "Google API dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
|
||
msgid ""
|
||
"Go to the `Google Cloud Platform API & Services "
|
||
"<https://console.developers.google.com/>`_ page to generate Google Custom "
|
||
"Search API credentials. Then, log in with a Google account. Next, agree to "
|
||
"their :guilabel:`Terms of Service` by checking the box, and clicking "
|
||
":guilabel:`Agree and Continue`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32
|
||
msgid ""
|
||
"From here, select (or create) an API project to store the credentials. Start"
|
||
" by giving it a memorable :guilabel:`Project Name`, select a "
|
||
":guilabel:`Location` (if any), then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35
|
||
msgid ""
|
||
"With the :guilabel:`Credentials` option selected in the left sidebar, click "
|
||
":guilabel:`Create Credentials`, and select :guilabel:`API key` from the "
|
||
"drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "API & Services page on Google Cloud Platform."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`API key created` pop-up window, containing a "
|
||
"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the "
|
||
"pop-up window -- it will be used later. Once the key is copied (and saved "
|
||
"for later use), click :guilabel:`Close` to remove the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "The API key created pop-up window that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50
|
||
msgid "On this page, search for `Custom Search API`, and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
|
||
msgid ""
|
||
"From the :guilabel:`Custom Search API` page, enable the API by clicking "
|
||
":guilabel:`Enable`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"\"Custom Search API\" page with Enable button highlighted on Google Cloud "
|
||
"Platform."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65
|
||
msgid "Google Programmable Search dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67
|
||
msgid ""
|
||
"Next, go to `Google Programmable Search Engine "
|
||
"<https://programmablesearchengine.google.com/>`_, and click either of the "
|
||
":guilabel:`Get started` buttons. Log in with a Google account, if not "
|
||
"already logged in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "Google Programmable Search Engine page with the Get Started buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75
|
||
msgid ""
|
||
"On the :guilabel:`Create a new search engine` form, fill out the name of the"
|
||
" search engine, along with what the engine should search, and be sure to "
|
||
"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"Create new search engine form that appears with search engine "
|
||
"configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
|
||
msgid "Validate the form by clicking :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84
|
||
msgid ""
|
||
"Doing so reveals a new page with the heading: :guilabel:`Your new search "
|
||
"engine has been created`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"The Your New Search Engine Has Been Created page that appears with copy "
|
||
"code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91
|
||
msgid ""
|
||
"From this page, click :guilabel:`Customize` to open the "
|
||
":menuselection:`Overview --> Basic` page. Then, copy the ID in the "
|
||
":guilabel:`Search engine ID` field. This ID is needed for the Odoo "
|
||
"configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "Basic overview page with search engine ID field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
|
||
msgid ""
|
||
"In the Odoo database, go to the :menuselection:`Settings app` and scroll to "
|
||
"the :guilabel:`Integrations` section. From here, check the box beside "
|
||
":guilabel:`Google Images`. Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "The Google Images setting in the Odoo Settings app page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112
|
||
msgid ""
|
||
"Next, return to the :menuselection:`Settings app`, and scroll to the "
|
||
":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and "
|
||
":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google "
|
||
"Images` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115
|
||
msgid "Click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
|
||
msgid "Product images in Odoo with Google Custom Search API"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122
|
||
msgid ""
|
||
"Adding images to products in Odoo can be done on any product or product "
|
||
"variant. This process can be completed in any Odoo application that provides"
|
||
" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126
|
||
msgid ""
|
||
"Below is a step-by-step guide detailing how to utilize the *Google Custom "
|
||
"Search API* to assign images to products in Odoo using the Odoo *Sales* "
|
||
"application:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129
|
||
msgid ""
|
||
"Navigate to the :guilabel:`Products` page in the *Sales* app "
|
||
"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the "
|
||
":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales "
|
||
"app --> Products --> Product Variants`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132
|
||
msgid "Select the desired product that needs an image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135
|
||
msgid ""
|
||
"Only products (or product variants) that have a barcode, but **not** an "
|
||
"image, are processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137
|
||
msgid ""
|
||
"If a product with one or more variants is selected, each variant that "
|
||
"matches the aforementioned criteria is processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140
|
||
msgid ""
|
||
"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select "
|
||
":guilabel:`Get Pictures from Google Images` from the menu that pops up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"The Get Pictures from Google Images option from the Action drop-down menu in"
|
||
" Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147
|
||
msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"The pop-up that appears in which the user should click Get Picture in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153
|
||
msgid "Once clicked, the image(s) will appear incrementally."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156
|
||
msgid ""
|
||
"Only the first 10 images are fetched immediately. If you selected more than "
|
||
"10, the rest are fetched as a background job."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159
|
||
msgid ""
|
||
"The background job processes about 100 images in a minute. If the quota "
|
||
"authorized by Google (either with a free or a paid plan) is reached, the "
|
||
"background job puts itself on hold for 24 hours. Then, it will continue "
|
||
"where it stopped the day before."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164
|
||
msgid ""
|
||
"`Create, modify, or close your Google Cloud Billing account "
|
||
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
|
||
msgid ""
|
||
"Product variants are used to give single products a variety of different "
|
||
"characteristics and options for customers to choose from, such as size, "
|
||
"style, or color, just to name a few."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:8
|
||
msgid ""
|
||
"Products variants can be managed via their individual product template, or "
|
||
"by navigating to either the :guilabel:`Product Variants` or "
|
||
":guilabel:`Attributes` page. All of these options are located within the "
|
||
"Odoo *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
|
||
msgid ""
|
||
"An apparel company has the following variant breakdown for one their best-"
|
||
"selling t-shirts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:15
|
||
msgid "Unisex Classic Tee"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:17
|
||
msgid "Color: Blue, Red, White, Black"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:18
|
||
msgid "Size: S, M, L, XL, XXL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:20
|
||
msgid ""
|
||
"Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a"
|
||
" specific product variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
|
||
msgid ""
|
||
"**Color** and **Size** are *attributes*, and the corresponding options (like"
|
||
" **Blue** and **S**) are *values*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
|
||
msgid ""
|
||
"In this instance, there is a total of twenty different product variants: "
|
||
"four **Color** options multiplied by five **Size** options. Each variant has"
|
||
" its own inventory count, sales totals, and other similar records in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:31
|
||
msgid ":doc:`/applications/websites/ecommerce/managing_products/variants`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:36
|
||
msgid ""
|
||
"To use product variants, the *Variants* setting **must** be activated in the"
|
||
" Odoo *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
|
||
msgid ""
|
||
"To do that, go to :menuselection:`Sales app --> Configuration --> Settings`,"
|
||
" and locate the :guilabel:`Product Catalog` section at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:42
|
||
msgid ""
|
||
"In that section, check the box to enable the :guilabel:`Variants` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"Activating product variants on the Settings page of the Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:48
|
||
msgid ""
|
||
"Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:51
|
||
msgid "Attributes"
|
||
msgstr "Lastnosti"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:53
|
||
msgid ""
|
||
"Before product variants can be set up, attributes **must** be created. To "
|
||
"create, manage, and modify attributes, navigate to :menuselection:`Sales app"
|
||
" --> Configuration --> Attributes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:57
|
||
msgid ""
|
||
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
|
||
" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` "
|
||
"dashboard, and :guilabel:`eCommerce` pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61
|
||
msgid ""
|
||
"To create a new attribute from the :guilabel:`Attributes` page, click "
|
||
":guilabel:`New`. Doing so reveals a blank attributes form that can be "
|
||
"customized and configured in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "A blank attribute creation form in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68
|
||
msgid ""
|
||
"First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70
|
||
msgid ""
|
||
"Next, in the optional :guilabel:`Category` field, select a category from a "
|
||
"drop-down menu to group similar attributes under the same section for added "
|
||
"specificity and organization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74
|
||
msgid ""
|
||
"To view the details related to the attribute category selected, click the "
|
||
"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the "
|
||
":guilabel:`Category` field. Doing so reveals that attribute category's "
|
||
"detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"A standard attribute category detail page accessible via its internal link "
|
||
"arrow icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82
|
||
msgid ""
|
||
"Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at"
|
||
" the top. Followed by :guilabel:`Related Attributes` associated with the "
|
||
"category. These attributes can be dragged-and-dropped into a desirable order"
|
||
" of priority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86
|
||
msgid ""
|
||
"Attributes can be directly added to the category, as well, by clicking "
|
||
":guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89
|
||
msgid ""
|
||
"To create an attribute category directly from this field, start typing the "
|
||
"name of the new category, then select either :guilabel:`Create` or "
|
||
":guilabel:`Create and edit...` from the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` creates the category, which can be modified "
|
||
"later. Clicking :guilabel:`Create and edit...` creates the category and "
|
||
"reveals a :guilabel:`Create Category` pop-up window, in which the new "
|
||
"attribute category can be configured and customized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97
|
||
msgid ""
|
||
"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` "
|
||
"options. The :guilabel:`Display Type` determines how this product is shown "
|
||
"on the online store, :guilabel:`Point of Sale` dashboard, and "
|
||
":guilabel:`Product Configurator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101
|
||
msgid "The :guilabel:`Display Type` options are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103
|
||
msgid ""
|
||
":guilabel:`Radio`: options appear in a bullet-style list on the product page"
|
||
" of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104
|
||
msgid ""
|
||
":guilabel:`Pills`: options appear as selectable buttons on the product page "
|
||
"of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105
|
||
msgid ""
|
||
":guilabel:`Select`: options appear in a drop-down menu on the product page "
|
||
"of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106
|
||
msgid ""
|
||
":guilabel:`Color`: options appear as small, colored squares, which reflect "
|
||
"any HTML color codes set, on the product page of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Display Types on Product Configurator on the online store in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113
|
||
msgid ""
|
||
"The :guilabel:`Variants Creation Mode` field informs Odoo when to "
|
||
"automatically create a new variant once an attribute is added to a product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116
|
||
msgid ""
|
||
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
|
||
"and values are added to a product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118
|
||
msgid ""
|
||
":guilabel:`Dynamically`: creates variants **only** when corresponding "
|
||
"attributes and values are added to a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120
|
||
msgid ":guilabel:`Never (option)`: never automatically creates variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123
|
||
msgid ""
|
||
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
|
||
"cannot be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125
|
||
msgid ""
|
||
"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether"
|
||
" these attribute options are visible to the customer on the front-end, as "
|
||
"they shop on the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128
|
||
msgid ""
|
||
":guilabel:`Visible`: the attribute values are visible to customers on the "
|
||
"front-end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129
|
||
msgid ""
|
||
":guilabel:`Hidden`: the attribute values are hidden from customers on the "
|
||
"front-end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132
|
||
msgid "Attribute values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134
|
||
msgid ""
|
||
"Attribute values should be added to the :guilabel:`Attribute Values` tab. "
|
||
"Values can be added to an attribute at any time, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137
|
||
msgid ""
|
||
"To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute "
|
||
"Values` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139
|
||
msgid ""
|
||
"Then, enter the name of the value in the :guilabel:`Value` column. Next, "
|
||
"check the box in the :guilabel:`Is custom value` column, if the value is "
|
||
"custom (i.e. the customer gets to provide unique specifications that are "
|
||
"specific to this particular value)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144
|
||
msgid ""
|
||
"If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the "
|
||
"option to add an HTML color code will appear to the far-right of the value "
|
||
"line, to make it easier for salespeople and customers to know exactly what "
|
||
"color option they're choosing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"Attribute values tab when add a line is clicked, showing the custom columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152
|
||
msgid ""
|
||
"To choose a color, click the blank circle in the :guilabel:`Color` column, "
|
||
"which reveals an HTML color selector pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"Selecting a color from the HTML color pop-up window that appears on "
|
||
"attribute form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159
|
||
msgid ""
|
||
"In this pop-up window, select a specific color by dragging the color slider "
|
||
"to a particular hue, and clicking on the color portion directly on the color"
|
||
" gradient window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162
|
||
msgid ""
|
||
"Or, choose a specific color by clicking the *dropper* icon, and selecting a "
|
||
"desired color that's currently clickable on the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166
|
||
msgid ""
|
||
"Attributes can also be created directly from the product template by adding "
|
||
"a new line and typing the name into the :guilabel:`Variants` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
|
||
msgid ""
|
||
"Once an attribute is added to a product, that product is listed and "
|
||
"accessible, via the attribute's :guilabel:`Related Products` smart button. "
|
||
"That button lists every product in the database currently using that "
|
||
"attribute."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176
|
||
msgid ""
|
||
"Once an attribute is created, use the attribute (and its values) to create a"
|
||
" product variant. To do that, go to :menuselection:`Sales app --> Products "
|
||
"--> Products`, and select an existing product to view that desired product's"
|
||
" form. Or, click :guilabel:`Create` to create a new product, to which a "
|
||
"product variant can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181
|
||
msgid ""
|
||
"On the product form, click the :guilabel:`Attributes \\& Variants` tab to "
|
||
"view, manage, and modify attributes and values for the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "The attributes and values tab on a typical product form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188
|
||
msgid ""
|
||
"To add an attribute to a product, and subsequent attribute values, click "
|
||
":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then,"
|
||
" choose the desired attribute from the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193
|
||
msgid ""
|
||
"Attributes can be created directly from the :guilabel:`Attributes \\& "
|
||
"Variants` tab of a product form. To do that, start typing the name of the "
|
||
"new attribute in the blank field, and select either :guilabel:`Create` or "
|
||
":guilabel:`Create and edit...` from the mini drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` creates the attribute, which can be customized "
|
||
"later. Clicking :guilabel:`Create and edit...` creates the attribute, and a "
|
||
":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, "
|
||
"proceed to modify the attribute in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202
|
||
msgid ""
|
||
"Once an attribute is selected in the :guilabel:`Attribute` column, proceed "
|
||
"to select the specific attribute values to apply to the product, via the "
|
||
"drop-down menu available in the :guilabel:`Values` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207
|
||
msgid "There is no limit to how many values can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210
|
||
msgid ""
|
||
"Similar product variant creation processes are accessible through the "
|
||
"Purchase, Inventory, and eCommerce applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214
|
||
msgid "Configure variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216
|
||
msgid ""
|
||
"To the far-right of the attribute line is a :guilabel:`Configure` button. "
|
||
"When clicked, Odoo reveals a separate page showcasing those specific "
|
||
":guilabel:`Product Variant Values`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"The Product Variant Values page accessible via the Configure button on a "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223
|
||
msgid ""
|
||
"Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if "
|
||
"applicable), and :guilabel:`Value Price Extra` are viewable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227
|
||
msgid ""
|
||
"The :guilabel:`Value Price Extra` represents the increase in the sales price"
|
||
" if the attribute is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230
|
||
msgid ""
|
||
"When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo"
|
||
" reveals a separate page, detailing that value's related details."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"A Product Variant Values page accessible via the Product Variants Values "
|
||
"general page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237
|
||
msgid ""
|
||
"On the specific product variant detail page, the :guilabel:`Value` and "
|
||
":guilabel:`Value Price Extra` fields can be found, along with an "
|
||
":guilabel:`Exclude for` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240
|
||
msgid ""
|
||
"In the :guilabel:`Exclude for` field, different :guilabel:`Product "
|
||
"Templates` and specific :guilabel:`Attribute Values` can be added. When "
|
||
"added, this specific attribute value will be excluded from those specific "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245
|
||
msgid "Variants smart button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247
|
||
msgid ""
|
||
"When a product has attributes and variants configured in its "
|
||
":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button"
|
||
" appears at the top of the product form. The :guilabel:`Variants` smart "
|
||
"button indicates how many variants are currently configured for that "
|
||
"specific product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"The variants smart button at the top of the product form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255
|
||
msgid ""
|
||
"When the :guilabel:`Variants` smart button is clicked, Odoo reveals a "
|
||
"separate page showcasing all the specific product variant combinations "
|
||
"configured for that specific product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"The variants page accessible via the variants smart button on the product "
|
||
"form in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263
|
||
msgid "Impact of variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265
|
||
msgid ""
|
||
"In addition to offering more detailed product options to customers, product "
|
||
"variants have their own impacts that can be taken advantage of throughout "
|
||
"the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268
|
||
msgid ""
|
||
":guilabel:`Barcode`: barcodes are associated with each variant, instead of "
|
||
"the product template. Each individual variant can have its own unique "
|
||
"barcode/SKU."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270
|
||
msgid ""
|
||
":guilabel:`Price`: every product variant has its own public price, which is "
|
||
"the sum of the product template price *and* any extra charges for particular"
|
||
" attributes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274
|
||
msgid ""
|
||
"A red shirt's sales price is $23 -- because the shirt's template price is "
|
||
"$20, plus an additional $3 for the red color variant. Pricelist rules can be"
|
||
" configured to apply to the product template, or to the variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278
|
||
msgid ""
|
||
":guilabel:`Inventory`: inventory is counted for each individual product "
|
||
"variant. On the product template form, the inventory reflects the sum of all"
|
||
" variants, but the actual inventory is computed by individual variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281
|
||
msgid ""
|
||
":guilabel:`Picture`: each product variant can have its own specific picture."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284
|
||
msgid ""
|
||
"Changes to the product template automatically apply to every variant of that"
|
||
" product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287
|
||
msgid ":doc:`import`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
|
||
msgid "Returns and refunds"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales* app provides two different ways to process returns. The "
|
||
"method used depends on whether or not an invoice has been sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
|
||
msgid "Before invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
|
||
msgid ""
|
||
"Returns are completed using *Reverse Transfers* when a customer decides to "
|
||
"return a product **before** an invoice has been sent or validated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
|
||
msgid ""
|
||
"In order to use *Reverse Transfers*, the *Inventory* app **must** be "
|
||
"installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
|
||
msgid ""
|
||
"To start a return before invoicing, navigate to the :menuselection:`Sales` "
|
||
"app, select the desired sales order, and click on the :guilabel:`Delivery` "
|
||
"smart button to open the associated delivery order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"A typical sales order with a highlighted delivery smart button in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:25
|
||
msgid "On the validated delivery order, click :guilabel:`Return`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"A validated delivery order with a highlighted Return button in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:31
|
||
msgid "This opens a :guilabel:`Reverse Transfer` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:33
|
||
msgid ""
|
||
"By default, the :guilabel:`Quantity` matches the validated quantities from "
|
||
"the delivery order. Update the quantities, if necessary. Click on the "
|
||
":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the "
|
||
"return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
|
||
"the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:41
|
||
msgid ""
|
||
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
|
||
"warehouse operation for the incoming returned product(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid "Warehouse operation after a return has been confirmed in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:48
|
||
msgid ""
|
||
"Upon receiving the return, the warehouse team validates the warehouse "
|
||
"operation by clicking :guilabel:`Validate`. Then, on the original sales "
|
||
"order, the :guilabel:`Delivered` quantity updates to reflect the difference "
|
||
"between the initial validated quantities and the returned quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The updated \"Delivered\" quantity on the sales order after the reverse "
|
||
"transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:56
|
||
msgid ""
|
||
"When an invoice is created, the customer receives an invoice **only** for "
|
||
"the products they are keeping, if any."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:60
|
||
msgid "After invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:62
|
||
msgid ""
|
||
"Sometimes, customers return an item after they receive and/or pay for their "
|
||
"invoice. In these cases, a return using only *Reverse Transfers* is "
|
||
"insufficient since validated, or sent, invoices cannot be changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:66
|
||
msgid ""
|
||
"However, *Reverse Transfers* can be used in conjunction with *Credit Notes* "
|
||
"to complete the customer's return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:69
|
||
msgid ""
|
||
"To start a return after invoicing, navigate to the relevant sales order in "
|
||
"the :menuselection:`Sales` app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
|
||
msgid ""
|
||
"If there is a payment registered on the sales order, the payment details "
|
||
"appear in the chatter, and the invoice (accessible through the "
|
||
":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` "
|
||
"banner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid "Sample of a green in payment banner in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:80
|
||
msgid ""
|
||
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
|
||
" the validated delivery order. Then, click :guilabel:`Return` to open the "
|
||
":guilabel:`Reverse Transfer` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:83
|
||
msgid ""
|
||
"Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed "
|
||
"for the return. Then, click :guilabel:`Return`. This generates a new "
|
||
"warehouse operation for the incoming returned product(s), which is validated"
|
||
" by the warehouse team once the return is received by clicking "
|
||
":guilabel:`Validate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:88
|
||
msgid ""
|
||
"Then, on the sales order, the :guilabel:`Delivered` quantity updates to "
|
||
"reflect the difference between the initial validated quantities and the "
|
||
"returned quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:91
|
||
msgid ""
|
||
"To process a refund, navigate to the relevant invoice (from the sales order,"
|
||
" click on the :guilabel:`Invoices` smart button). Then, click the "
|
||
":guilabel:`Credit Note` button at the top of the validated invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"A typical customer invoice with a Credit Note button highlighted in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:99
|
||
msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid "Typical credit note pop-up form that appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:105
|
||
msgid ""
|
||
"Start by entering a :guilabel:`Reason displayed on Credit Note` and a "
|
||
"specific :guilabel:`Journal` to process the credit. Then, select a specific "
|
||
":guilabel:`Reversal Date`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:108
|
||
msgid ""
|
||
"After the information is filled in, click :guilabel:`Reverse` or "
|
||
":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:111
|
||
msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:113
|
||
msgid ""
|
||
"When complete, a blue banner reading: :guilabel:`You have outstanding "
|
||
"credits for this customer. You can allocate them to mark this invoice as "
|
||
"paid.` appears at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:117
|
||
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations.rst:5
|
||
msgid "Send Quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3
|
||
msgid "Create quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:7
|
||
msgid ""
|
||
"In Odoo **Sales**, quotations can be created and sent to customers. Once a "
|
||
"quotation has been confirmed, it officially turns into a *sales order*, "
|
||
"which can then be invoiced and paid for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13
|
||
msgid "Quotation settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:15
|
||
msgid ""
|
||
"To access these settings options, navigate to :menuselection:`Sales app --> "
|
||
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations & "
|
||
"Orders` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid "The Quotations and Orders section on the Odoo Sales app Settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:22
|
||
msgid ""
|
||
":guilabel:`Online Signature`: Request an online signature to confirm orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:23
|
||
msgid ""
|
||
":guilabel:`Quotation Templates`: Enable this option to create quotation "
|
||
"templates featuring standard product offers, which are then selectable on "
|
||
"quotation forms. When this checkbox is ticked, an additional field, "
|
||
":guilabel:`Default Template`, appears, along with a link to the "
|
||
":guilabel:`Quotation Templates` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:27
|
||
msgid ""
|
||
":guilabel:`Default Quotation Validity`: Determine a set amount (in "
|
||
":guilabel:`days`) that quotations can remain valid for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29
|
||
msgid ""
|
||
":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to "
|
||
"confirmed orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:30
|
||
msgid ""
|
||
":guilabel:`Online Payment`: Request an online prepayment from customers to "
|
||
"confirm orders, which can be a full or partial payment (via down payment). "
|
||
"When this checkbox is ticked, an additional field, :guilabel:`Prepayment "
|
||
"amount (%)`, appears. There is also a link to the :guilabel:`Payment "
|
||
"Providers` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:34
|
||
msgid ""
|
||
":guilabel:`Quotation Builder`: Enable this option to utilize Odoo's building"
|
||
" block options and style elements to design quotation templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:36
|
||
msgid ""
|
||
":guilabel:`Sale Warnings`: Get warning messages about orders that include "
|
||
"specific products or customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38
|
||
msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40
|
||
msgid ""
|
||
"To activate any of these settings, tick the checkbox beside the desired "
|
||
"option(s). Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44
|
||
msgid "Quotations dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46
|
||
msgid ""
|
||
"The *Quotations* dashboard is the page that appears when the "
|
||
":menuselection:`Sales app` is opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48
|
||
msgid ""
|
||
"By default, the :guilabel:`Quotations` dashboard displays all quotations in "
|
||
"the database related to the current user, as indicated by the default "
|
||
":guilabel:`My Quotations` filter present in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid "The Quotations dashboard present in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57
|
||
msgid ""
|
||
"To view *all* quotations in the database, remove the :guilabel:`My "
|
||
"Quotations` filter from the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60
|
||
msgid ""
|
||
"Quotations on this page appear in a default list view, but can also be "
|
||
"viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-"
|
||
"calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` "
|
||
"table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` "
|
||
":guilabel:`Activity` view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65
|
||
msgid ""
|
||
"To view and/or modify any listed quotation from the :guilabel:`Quotations` "
|
||
"dashboard, click on the desired quotation, and Odoo reveals the specific "
|
||
"form for that selected quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:69
|
||
msgid "Create quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:71
|
||
msgid ""
|
||
"To create a quotation, open the :menuselection:`Sales app`, and click the "
|
||
":guilabel:`New` button, located in the upper-left corner of the main "
|
||
":guilabel:`Quotations` dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:75
|
||
msgid ""
|
||
"The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`"
|
||
" dashboard is in list or Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:78
|
||
msgid ""
|
||
"Clicking the :guilabel:`New` button reveals a blank quotation form, with "
|
||
"various fields and tabs to configure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:82
|
||
msgid ""
|
||
"To create a new quotation from the :guilabel:`Quotations` dashboard, while "
|
||
"in :icon:`fa-calendar` :guilabel:`Calendar` view, click into the desired "
|
||
"date/time slot on the calendar, and Odoo presents a new quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid "A typical quotation form in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:90
|
||
msgid ""
|
||
"On the quotation form, begin by entering the customer's name in the "
|
||
":guilabel:`Customer` field at the top of the form. This is a **required** "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:93
|
||
msgid ""
|
||
"If the customer's information is already in the database, the "
|
||
":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-"
|
||
"populate with the saved information for those respective fields, based on "
|
||
"the data from that customer's contact record (found in the **Contacts** "
|
||
"application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:98
|
||
msgid ""
|
||
"If the customer was referred by another customer or contact, enter their "
|
||
"name in the :guilabel:`Referrer` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101
|
||
msgid ""
|
||
"If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission "
|
||
"Plan` appears, in which a commission can be selected from the drop-down "
|
||
"menu. This commission is rewarded to the contact selected in the "
|
||
":guilabel:`Referrer` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105
|
||
msgid ""
|
||
"Next, if they have not already been auto-populated with the customer's "
|
||
"information, enter the appropriate addresses in the :guilabel:`Invoice "
|
||
"Address` and :guilabel:`Delivery Address` fields. Both of these fields are "
|
||
"**required**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109
|
||
msgid ""
|
||
"Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down"
|
||
" field to apply to this quotation. It should be noted that some additional "
|
||
"fields may appear, depending on the template selected. The "
|
||
":guilabel:`Default Template` option is selected, by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:113
|
||
msgid ""
|
||
"The default date that appears in the :guilabel:`Expiration` field is based "
|
||
"on the number configured in the *Quotation expires after* field on the "
|
||
"quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117
|
||
msgid ""
|
||
"To access the various quotation forms, go to :menuselection:`Sales app --> "
|
||
"Configuration --> Quotation Templates`. Alternatively, hover over the "
|
||
":guilabel:`Quotation Template` field on the quotation form, and click the "
|
||
":icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to view that specific "
|
||
"quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122
|
||
msgid ""
|
||
"If the quotation is for a recurring product or subscription, select the "
|
||
"desired :guilabel:`Recurrence` option from that specific drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125
|
||
msgid ""
|
||
"If a :guilabel:`Recurrence` option is selected, an :guilabel:`until` field "
|
||
"appears beside it. In this field, select the desired date the "
|
||
":guilabel:`Recurrence` should end, via a calendar popover window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129
|
||
msgid ""
|
||
"Also, if a :guilabel:`Recurrence` option is selected, a new field, "
|
||
":guilabel:`Freeze Plan`, appears on the quotation form, between "
|
||
":guilabel:`Referrer` and :guilabel:`Commission Plan`. When this checkbox is "
|
||
"ticked, the commission plan does not automatically update."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133
|
||
msgid ""
|
||
"Next, select a specific :guilabel:`Pricelist` to be applied to this "
|
||
"quotation, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:135
|
||
msgid ""
|
||
"Lastly, select any specific :guilabel:`Payment Terms` to be used for this "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:138
|
||
msgid "Order Lines tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:140
|
||
msgid ""
|
||
"The first tab on the quotation form is the :guilabel:`Order Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:142
|
||
msgid ""
|
||
"In this tab, select products, and the quantities of those products, to add "
|
||
"to the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144
|
||
msgid ""
|
||
"Click :guilabel:`Add a product`, select the desired item from the "
|
||
":guilabel:`Product` drop-down field, and proceed to adjust the "
|
||
":guilabel:`Quantity` of that selected product, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:147
|
||
msgid ""
|
||
"If multiple items should be presented in a more organized way on the "
|
||
"quotation, click :guilabel:`Add a section`, enter a name for the section, "
|
||
"and drag-and-drop that section heading in the desired location amongst the "
|
||
"items in the :guilabel:`Order Lines` tab. The section heading appears in "
|
||
"bold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:151
|
||
msgid ""
|
||
"If needed, click :guilabel:`Add a note` beneath a certain product line to "
|
||
"add a custom note about that specific product. The note appears in italics. "
|
||
"Then, if needed, proceed to drag-and-drop the note beneath the desired "
|
||
"product line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:155
|
||
msgid ""
|
||
"Beneath the product lines, there are buttons that can be clicked to apply "
|
||
"any of the following: :guilabel:`Add Shipping`, :guilabel:`Coupon Code`, and"
|
||
" :guilabel:`Promotions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:159
|
||
msgid ":doc:`../products_prices/ewallets_giftcards`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:160
|
||
msgid ":doc:`../products_prices/loyalty_discount`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:161
|
||
msgid ":doc:`../products_prices/prices/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151
|
||
msgid "Optional Products tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:166
|
||
msgid ""
|
||
"Open the :guilabel:`Optional Products` tab to select related products that "
|
||
"can be presented to the customer, which may result in an increased sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169
|
||
msgid ""
|
||
"For example, if the customer wants to buy a car, an optional product that "
|
||
"could be offered is a *Trailer Hitch*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:173
|
||
msgid ":doc:`optional_products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176
|
||
msgid "Other Info tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:178
|
||
msgid ""
|
||
"In the :guilabel:`Other Info` tab, there are various quotation-related "
|
||
"configurations separated into four different sections: :ref:`Sales "
|
||
"<sales/sales-section>`, :ref:`Delivery <sales/delivery-section>`, "
|
||
":ref:`Invoicing and Payments <sales/invoice-payments-section>`, and "
|
||
":ref:`Tracking <sales/tracking-section>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:184
|
||
msgid ""
|
||
"Some fields **only** appear if specific settings and options have been "
|
||
"configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189
|
||
msgid "Sales section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191
|
||
msgid ""
|
||
"In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there "
|
||
"are sales-specific fields that can be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid ""
|
||
"The Sales section of the Other Info tab of a quotation form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198
|
||
msgid ""
|
||
":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be "
|
||
"associated with this quotation. The user who originally created the "
|
||
"quotation is selected in this field, by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200
|
||
msgid ""
|
||
":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If "
|
||
"the selected :guilabel:`Salesperson` is a member of a sales team, that team "
|
||
"is auto-populated in the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202
|
||
msgid ""
|
||
":guilabel:`Company`: Select a company from the drop-down menu this quotation"
|
||
" should be associated with. This field only appears when working in a multi-"
|
||
"company environment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204
|
||
msgid ""
|
||
":guilabel:`Online confirmation`: This field contains two checkboxes: "
|
||
":guilabel:`Signature` and :guilabel:`Payment`. Tick the "
|
||
":guilabel:`Signature` checkbox to request an online signature from the "
|
||
"customer to confirm the order. This field only appears if the *Online "
|
||
"Signature* setting has been enabled. Tick the :guilabel:`Payment` checkbox "
|
||
"to request an online payment from the customer to confirm the order. This "
|
||
"field only appears if the *Online Payment* setting has been enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:209
|
||
msgid ""
|
||
":guilabel:`Customer Reference`: Enter a custom reference ID for this "
|
||
"customer. The entered reference ID can contain letters, numbers, or a mix of"
|
||
" both."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:211
|
||
msgid ""
|
||
":guilabel:`Tags`: Add specific tags to the quotation for added organization "
|
||
"and enhanced searchability in the Odoo **Sales** application. Multiple tags "
|
||
"can be added, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:213
|
||
msgid ""
|
||
":guilabel:`Start Date`: If the quotation is for a subscription-based "
|
||
"product, select a subscription starting date from the calendar popover "
|
||
"window that appears when the field is clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:220
|
||
msgid "Delivery section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:222
|
||
msgid ""
|
||
"In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there"
|
||
" are delivery-specific fields that can be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid ""
|
||
"The Delivery section of the Other Info tab of a quotation form in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229
|
||
msgid ""
|
||
":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-"
|
||
"down menu. If all products are delivered at once, the delivery order is "
|
||
"scheduled, based on the greatest product lead time. Otherwise, it is based "
|
||
"on the shortest lead time. The available options are: :guilabel:`As soon as "
|
||
"possible` or :guilabel:`When all products are ready`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:233
|
||
msgid ""
|
||
":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar "
|
||
"popover, from which a customer delivery date can be selected. If no custom "
|
||
"date is required, refer to the :guilabel:`Expected` date listed to the right"
|
||
" of that field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240
|
||
msgid "Invoicing and Payments section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242
|
||
msgid ""
|
||
"In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, "
|
||
"there are invoicing-specific fields that can be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid ""
|
||
"The Invoicing section of the Other Info tab of a quotation form in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249
|
||
msgid ""
|
||
":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt "
|
||
"taxes and accounts for particular customers or sales orders/invoices. The "
|
||
"default value comes from the customer. If a selection is made in this field,"
|
||
" an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon "
|
||
"appear. When clicked, the taxes for this partiuclar customer and quotation "
|
||
"are updated. A confirmation window appears, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254
|
||
msgid ""
|
||
":guilabel:`Analytic Account`: Select an analytic account to apply to this "
|
||
"customer/quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259
|
||
msgid "Tracking section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:261
|
||
msgid ""
|
||
"In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there"
|
||
" are tracking specific fields that can be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
|
||
msgid ""
|
||
"The Tracking section of the Other Info tab of a quotation form in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268
|
||
msgid ""
|
||
":guilabel:`Source Document`: Enter the reference of the document that "
|
||
"generated the quotation/sales order, if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270
|
||
msgid ""
|
||
":guilabel:`Campaign`: Select the marketing campaign related to this "
|
||
"quotation, if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271
|
||
msgid ""
|
||
":guilabel:`Medium`: Select the method by which this quotation originated "
|
||
"(e.g. *Email*, *Facebook*, etc.), if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273
|
||
msgid ""
|
||
":guilabel:`Source`: Select the source of the link used to generate this "
|
||
"quotation, if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:276
|
||
msgid "Notes tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:278
|
||
msgid ""
|
||
"In the :guilabel:`Notes` tab of the quotation form, enter any specific "
|
||
"internal notes about the quotation and/or customer, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282
|
||
msgid "Sending and confirming quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:284
|
||
msgid ""
|
||
"Once all the necessary fields and tabs have been configured, it is time to "
|
||
"send the quotation to the customer for confirmation. Upon confirmation, the "
|
||
"quotation turns into an official |SO|."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:287
|
||
msgid "At the top of the form, there is a series of buttons:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:289
|
||
msgid ""
|
||
":guilabel:`Send by Email`: When clicked, a pop-up window appears with the "
|
||
"customer's name and email address in the :guilabel:`Recipients` field, the "
|
||
"quotation (and reference ID) in the :guilabel:`Subject` field, and a brief "
|
||
"default message in the body of the email, which can be modified, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:294
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:302
|
||
msgid ""
|
||
"Below that, a PDF copy of the quotation is attached. When ready, click "
|
||
":guilabel:`Send` to send the quotation, via email, to the customer, so they "
|
||
"can review and confirm it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:296
|
||
msgid ""
|
||
":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the "
|
||
"*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window "
|
||
"appears with the customer's name and email address in the "
|
||
":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in "
|
||
"the :guilabel:`Subject` field, and a brief default message in the body of "
|
||
"the email, which can be modified, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:304
|
||
msgid ""
|
||
":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the "
|
||
"status changes to :guilabel:`Sales Order`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306
|
||
msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308
|
||
msgid ""
|
||
"There is also a :guilabel:`Customer Preview` smart button present, in the "
|
||
"upper-right corner of the form. When clicked, Odoo reveals a preview of the "
|
||
"quotation the customer sees when they log into their customer portal. Click "
|
||
"the :icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of "
|
||
"the preview page, in the blue banner, to return to the quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:314
|
||
msgid ""
|
||
"If the *Lock Confirmed Sales* setting is enabled, the |SO| becomes "
|
||
":guilabel:`Locked`, and is indicated as such on the |SO| form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:317
|
||
msgid ""
|
||
"At this point, the quotation has been confirmed, turned into a |SO|, and is "
|
||
"now ready to be invoiced and paid for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:320
|
||
msgid ""
|
||
"For more information about invoicing, refer to the :doc:`Invoice based on "
|
||
"delivered or ordered quantities <../invoicing/invoicing_policy>` "
|
||
"documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:324
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99
|
||
msgid ":doc:`quote_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:325
|
||
msgid ":doc:`deadline`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272
|
||
msgid ":doc:`get_signature_to_validate`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273
|
||
msgid ":doc:`get_paid_to_validate`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328
|
||
msgid ":doc:`../invoicing/proforma`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
|
||
msgid "Quotation deadlines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
|
||
msgid ""
|
||
"In the Odoo *Sales* application, it is possible to set deadlines on sales "
|
||
"quotations. Doing so encourages customers to act quickly during sales "
|
||
"negotiations, for they might fear for missing out on a good deal. As well, "
|
||
"deadlines also can also act as protection for a company in case an order has"
|
||
" to be fulfilled at a price that is no longer profitable for the business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
|
||
msgid "Quotation expiration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
|
||
msgid ""
|
||
"In Odoo *Sales*, there's the option to add an expiration date to a "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:15
|
||
msgid ""
|
||
"To add an expiration date to a quotation, navigate to :menuselection:`Sales "
|
||
"app`, and select a desired quotation, or create a new one by clicking "
|
||
":guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:18
|
||
msgid ""
|
||
"On the quotation form, click the :guilabel:`Expiration` field to reveal a "
|
||
"pop-up calendar. From this pop-up calendar, select the desired month and "
|
||
"date as the expiration date for the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
||
msgid "The expiration field on a standard quotation form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:26
|
||
msgid ""
|
||
"By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly "
|
||
"displays when that specific offer expires."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
|
||
msgid "How customers will see deadlines on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
|
||
msgid "Quotation template expiration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:36
|
||
msgid ""
|
||
"The Odoo *Sales* application also makes it possible to add a deadline "
|
||
"expiration date to quotation templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:39
|
||
msgid ""
|
||
"To add a deadline expiration date to a quotation template, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Quotation Templates`, and "
|
||
"either select the desired quotation template to which a deadline should be "
|
||
"added, or click :guilabel:`New` to build a new quotation template from "
|
||
"scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:43
|
||
msgid ""
|
||
"On the quotation template form, add a specific number of days to the "
|
||
":guilabel:`Quotation expires after` field, located beneath the quotation "
|
||
"template name. The number of days represents how long the quotation will be "
|
||
"valid for, before it expires."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
||
msgid ""
|
||
"The quotation expires after field on a quotation template form in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:51
|
||
msgid ""
|
||
"Then, whenever that specific quotation template is used in a quote, an "
|
||
"expiration date is automatically calculated, based on the number of days "
|
||
"designated above. However, this date can be overwritten before sending the "
|
||
"quotation to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:56
|
||
msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
|
||
msgid "Deliveries and invoices to different addresses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
|
||
msgid ""
|
||
"People and businesses often use separate addresses for billing (invoicing) "
|
||
"and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can "
|
||
"have different specified addresses for delivery and invoicing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
|
||
msgid ""
|
||
"To properly utilize multiple addresses in Odoo, go to "
|
||
":menuselection:`Accounting app --> Configuration --> Settings`, and scroll "
|
||
"down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Activate the Customer Addresses setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21
|
||
msgid "Contact form configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
|
||
msgid ""
|
||
"To add multiple addresses to a contact, go to :menuselection:`Sales app --> "
|
||
"Orders --> Customers`, and clear any default filters from the search bar. "
|
||
"Then, click on the desired customer to open their contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28
|
||
msgid "Contact forms can be accessed in the *Contacts* application, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30
|
||
msgid ""
|
||
"From the contact form, click :guilabel:`Edit`, and then select "
|
||
":guilabel:`Add`, which is located under 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/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Add a contact/address to the contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38
|
||
msgid ""
|
||
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
|
||
" :guilabel:`Other Address` field to reveal a drop-down menu of address-"
|
||
"related options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41
|
||
msgid "Select any of the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43
|
||
msgid ""
|
||
":guilabel:`Contact`: adds another contact to the existing contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44
|
||
msgid ""
|
||
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
||
" contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45
|
||
msgid ""
|
||
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
||
"existing contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46
|
||
msgid ""
|
||
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
||
" form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47
|
||
msgid ""
|
||
":guilabel:`Private Address`: adds a private address to the existing contact "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49
|
||
msgid ""
|
||
"Once an option is selected, proceed to enter the corresponding contact "
|
||
"information that should be used for the specified address type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Create a new contact/address on a contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56
|
||
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/sales/sales/send_quotations/different_addresses.rst:60
|
||
msgid "Address added to quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62
|
||
msgid ""
|
||
"When a customer is added to a quotation, the :guilabel:`Invoice Address` and"
|
||
" :guilabel:`Delivery Address` fields autopopulate with the corresponding "
|
||
"addresses specified on the customer's contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Invoice and Delivery Addresses autopopulate on a quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:70
|
||
msgid ""
|
||
"The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be"
|
||
" edited directly from the quotation by clicking the :guilabel:`Edit` button,"
|
||
" and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons "
|
||
"next to each address line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74
|
||
msgid ""
|
||
"These addresses can be updated at any time to ensure accurate invoicing and "
|
||
"delivery."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:77
|
||
msgid ""
|
||
"If any changes are made on a form in Odoo, include *Contacts* forms, "
|
||
"remember to click :guilabel:`Save` to save the changes to the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
||
msgid "Online payment order confirmation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales* application provides customers with the ability to confirm "
|
||
"orders, via an online payment, directly on a sales order. Once the sales "
|
||
"order is electronically paid for by the customer, the salesperson attached "
|
||
"to the sales order is instantly notified that the order is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10
|
||
msgid "Activate online payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
|
||
msgid ""
|
||
"In order to have customers confirm orders with an online payment, the "
|
||
"*Online Payment* setting **must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15
|
||
msgid ""
|
||
"To activate the *Online Payment* feature, go to :menuselection:`Sales app "
|
||
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
|
||
"Orders` heading, check the box next to the :guilabel:`Online Payment` "
|
||
"feature, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The online payment setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23
|
||
msgid ""
|
||
"Beneath the :guilabel:`Online Payment` option on the *Sales* "
|
||
":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` "
|
||
"field. In this field, there's the option to add a specific number of days "
|
||
"for quotations to remain valid by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27
|
||
msgid ""
|
||
"To enable this feature on a standard quotation, click the checkbox for the "
|
||
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
|
||
"confirmation` field, on the :guilabel:`Other Info` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The online payment setting on a standard quotation in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
|
||
msgid ""
|
||
"To enable this feature on a quotation template, click the checkbox for the "
|
||
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
|
||
"confirmation` field of the quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The online payment setting on quotation template forms in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43
|
||
msgid "Payment providers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45
|
||
msgid ""
|
||
"After activating the :guilabel:`Online Payment` feature, a link to configure"
|
||
" :guilabel:`Payment Providers` appears beneath it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48
|
||
msgid ""
|
||
"Clicking that link reveals a separate :guilabel:`Payment Providers` page, in"
|
||
" which a large variety of payment providers can be enabled, customized, and "
|
||
"published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "Payment providers page in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91
|
||
msgid ":doc:`../../../finance/payment_providers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59
|
||
msgid "Register a payment"
|
||
msgstr "Zabeleži plačilo"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61
|
||
msgid ""
|
||
"After opening quotations in their customer portal, customers can click "
|
||
":guilabel:`Accept \\& Pay` to confirm their order with an online payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The accept and pay button on an online quotation in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68
|
||
msgid ""
|
||
"After clicking :guilabel:`Accept \\& Pay`, customers are presented with "
|
||
":guilabel:`Validate Order` pop-up window containing different options for "
|
||
"them to make online payments, in the :guilabel:`Pay with` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid ""
|
||
"How to register a payment on a validate order pop-up window in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77
|
||
msgid ""
|
||
"Odoo will **only** offer payment options on the :guilabel:`Validate Order` "
|
||
"pop-up window that have been published and configured on the "
|
||
":guilabel:`Payment Providers` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80
|
||
msgid ""
|
||
"Once the customer selects their desired method of payment, they will click "
|
||
"the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo "
|
||
"instantly notifies the assigned salesperson upon order confirmation with an "
|
||
"online payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid ""
|
||
"Sample of notification that appears in the chatter when an online payment is"
|
||
" made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
|
||
msgid "Online signatures for order confirmations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales* application provides customers with the ability to confirm "
|
||
"orders, via an online signature, directly on the sales order. Once the sales"
|
||
" order is electronically signed by the customer, the salesperson attached to"
|
||
" the sales order is instantly notified that the order is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11
|
||
msgid "Activate online signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13
|
||
msgid ""
|
||
"In order to have customers confirm orders with an online signature, the "
|
||
"*Online Signature* feature **must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16
|
||
msgid ""
|
||
"To activate the *Online Signature* feature, go to :menuselection:`Sales app "
|
||
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
|
||
"Orders` heading, and activate the :guilabel:`Online Signature` feature by "
|
||
"checking the box beside it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid ""
|
||
"The Online Signature feature option in the Settings of the Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24
|
||
msgid "Then, click the :guilabel:`Save` button in the top-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27
|
||
msgid ""
|
||
"When making a quotation template, the online signature feature is the "
|
||
":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`"
|
||
" field of the quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
||
msgid ""
|
||
"The Online confirmation signature option found on every quotation template "
|
||
"in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34
|
||
msgid ""
|
||
"On standard quotations, the online signature feature is the "
|
||
":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab "
|
||
"of the quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
||
msgid ""
|
||
"The online signature feature option in the Other Info tab of a quotation "
|
||
"form in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42
|
||
msgid "Order confirmations with online signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44
|
||
msgid ""
|
||
"When clients access quotations online through their customer portal, there's"
|
||
" a :guilabel:`Sign \\& Pay` button directly on the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid "The Sign and Pay button present on online quotations in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
|
||
msgid ""
|
||
"When clicked, a :guilabel:`Validate Order` pop-up window appears. In this "
|
||
"pop-up window, the :guilabel:`Full Name` field is auto-populated, based on "
|
||
"the contact information in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid "The Validate Order pop-up window for online signatures in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58
|
||
msgid ""
|
||
"Then, customers have the option to enter an online signature with any of the"
|
||
" following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61
|
||
msgid ""
|
||
":guilabel:`Auto` lets Odoo automatically generate an online signature based "
|
||
"on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets"
|
||
" the customer use the cursor to create a custom signature directly on the "
|
||
"pop-up window. And :guilabel:`Load` lets the customer upload a previously-"
|
||
"created signature file from their computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66
|
||
msgid ""
|
||
"After the customer has chosen any of the three previously mentioned "
|
||
"signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`),"
|
||
" they will click the :guilabel:`Accept \\& Sign` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70
|
||
msgid ""
|
||
"When :guilabel:`Accept \\& Sign` is clicked, the various payment method "
|
||
"options become available for them to choose from (if the *online payment* "
|
||
"option applies to this quotation)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73
|
||
msgid ""
|
||
"Then, when the quotation is paid and confirmed, a delivery order is "
|
||
"automatically created (if the Odoo *Inventory* app is installed)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
|
||
msgid "Optional products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
|
||
msgid ""
|
||
"The use of optional products is a marketing strategy that involves the "
|
||
"cross-selling of products along with a core product. The aim is to offer "
|
||
"useful and related products to customers, which may result in an increased "
|
||
"sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157
|
||
msgid ""
|
||
"For instance, if a customer wants to buy a car, they have the choice to "
|
||
"order massaging seats, as well, or ignore the offer and simply buy the car. "
|
||
"Presenting the choice to purchase optional products enhances the customer "
|
||
"experience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14
|
||
msgid "Optional products on quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16
|
||
msgid ""
|
||
"With the Odoo *Sales* application, it is possible to add or modify optional "
|
||
"products directly on quotations by navigating to the :guilabel:`Optional "
|
||
"Products` tab on a quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "How to add optional products to your quotations on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23
|
||
msgid ""
|
||
"To add an optional product(s) to a quotation, click :guilabel:`Add a "
|
||
"product` in the :guilabel:`Optional Products` tab of a quotation. Doing so "
|
||
"reveals a blank field in the :guilabel:`Product` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178
|
||
msgid ""
|
||
"When clicked, a drop-down menu with products from the database appear. "
|
||
"Select the desired product from the drop-down menu to add it as an optional "
|
||
"product to the quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31
|
||
msgid ""
|
||
"If the desired product isn't readily visible, type the name of the desired "
|
||
"product in the field, and the option appears in the drop-down menu. Then, "
|
||
"select that desired product to add it to the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36
|
||
msgid ""
|
||
"When a product is added, the default :guilabel:`Quantity` is `1`, but that "
|
||
"can be edited at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181
|
||
msgid ""
|
||
"To delete any line item from the :guilabel:`Optional Products` tab, click "
|
||
"the :guilabel:`🗑️ (trash can)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42
|
||
msgid ""
|
||
"Click the :guilabel:`Preview` button, located in the upper-left corner of "
|
||
"the quotation, to reveal a preview of the quotation customers would receive,"
|
||
" via email, along with the optional products they can potentially add to "
|
||
"their order, located in the :guilabel:`Options` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "Preview your quotations on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50
|
||
msgid ""
|
||
"Customers are able to add different optional products to an order by "
|
||
"clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the"
|
||
" optional product line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53
|
||
msgid ""
|
||
"If a customer selects optional products, these are automatically added to "
|
||
"the quotation managed by the salesperson."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56
|
||
msgid ""
|
||
"When the customer adds an optional product(s) to an order, the salesperson "
|
||
"is instantly notified about the change, along with any other change the "
|
||
"customer makes to an order. This allows salespeople to stay up-to-date with "
|
||
"everything related to an order in the backend of the *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
|
||
msgid "Optional products on quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
|
||
msgid ""
|
||
"Be sure to review the :doc:`quote_template` documentation to better "
|
||
"understand how quotation templates work before reading the following "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68
|
||
msgid ""
|
||
"For quotation templates, just like a typical quotation form, there is also "
|
||
"an :guilabel:`Optional Products` tab, wherein related products or services "
|
||
"can be added to a quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71
|
||
msgid ""
|
||
"To add optional products to a quotation template, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, "
|
||
"either select an existing quotation template to edit, or create a new one by"
|
||
" clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75
|
||
msgid ""
|
||
"On the quotation template form, click the :guilabel:`Optional Products` tab."
|
||
" Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, "
|
||
"and select the desired product to add as an optional product to the "
|
||
"quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83
|
||
msgid ""
|
||
"The products added in the :guilabel:`Optional Products` tab are present in "
|
||
"the quotation, by default, whenever that particular quotation template is "
|
||
"used. These products can be removed, and additional products can be added, "
|
||
"before the quotation is sent to a customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88
|
||
msgid ""
|
||
"It's best to offer optional products that would encourage a customer to add "
|
||
"additional items to their order, or entice them to purchase a more expensive"
|
||
" version of their initially selected product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92
|
||
msgid ""
|
||
"For example, if a customer purchases a wooden chair, some optional products "
|
||
"could be: a warranty on that chair and/or a wooden chair with leather seats."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96
|
||
msgid ""
|
||
"There is no limit to how many optional products can be added to a quotation "
|
||
"template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
|
||
msgid "Product variants on quotations and sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
|
||
msgid ""
|
||
"Before getting into detail about how to use product variants on quotations "
|
||
"and sales orders, it's recommended to learn about "
|
||
":doc:`../products_prices/products/variants` in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8
|
||
msgid ""
|
||
"Once familiarized with the basics surrounding product variants, the "
|
||
"following covers how product variants can be added to quotations and sales "
|
||
"orders using the *product configurator* or *order grid entry*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13
|
||
msgid ""
|
||
"It should be noted that the setting is titled, *Variant Grid Entry* on the "
|
||
"*Sales* app settings page, and titled, *Order Grid Entry* on product forms. "
|
||
"So, be sure to keep that in mind."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19
|
||
msgid ""
|
||
"When working with product variants, Odoo uses the product configurator, by "
|
||
"default. To add the variant grid entry option, that feature **must** be "
|
||
"enabled in the Odoo *Sales* application. The variant grid entry option "
|
||
"provides a pop-up window on the quotation/sales order to simplify the "
|
||
"variant selection process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24
|
||
msgid ""
|
||
"To enable that setting, go to :menuselection:`Sales app --> Configuration "
|
||
"--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, "
|
||
"check the box next to the :guilabel:`Variant Grid Entry` option, and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "The variant grid entry setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33
|
||
msgid ""
|
||
"Of course, the :guilabel:`Variants` feature **must** also be activated, in "
|
||
"order to use product variants on quotations and sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
||
msgid "Product configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
|
||
msgid ""
|
||
"Once the :guilabel:`Variant Grid Entry` setting is enabled, both options "
|
||
"(*Product Configurator* and *Order Grid Entry*) become available on every "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
|
||
msgid ""
|
||
"To configure a product form to use either a product configurator or variant "
|
||
"grid entry, start by navigating to :menuselection:`Sales app --> Products "
|
||
"--> Products` to view all the products in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46
|
||
msgid ""
|
||
"Then, select the desired product to configure, or click :guilabel:`New`, to "
|
||
"create a new product from scratch. Once on the product form, click into the "
|
||
":guilabel:`Attributes \\& Variants` tab, where product variants can be "
|
||
"viewed, modified, and added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50
|
||
msgid ""
|
||
"At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a "
|
||
":guilabel:`Sales Variant Selection` section with two options: "
|
||
":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55
|
||
msgid ""
|
||
"It should be noted that these options **only** appear if at least two values"
|
||
" of an attribute have been added to the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"Sales variant selection options on the attributes and variants tab on "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62
|
||
msgid ""
|
||
"These options determine which method is used when adding product variants to"
|
||
" quotations or sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` provides a pop-up window that neatly "
|
||
"displays all the available product variants for that particular product when"
|
||
" it's added to a quotation. However, only one variant can be selected/added "
|
||
"at a time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69
|
||
msgid ""
|
||
"The :guilabel:`Order Grid Entry` provides the same information as the "
|
||
":guilabel:`Product Configurator` in a table layout, allowing the user to "
|
||
"select larger numbers of unique product variants, and add them to a "
|
||
"quotation/sales order, in a single view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
||
msgid "Product configurator"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76
|
||
msgid ""
|
||
"The product configurator feature appears as a :guilabel:`Configure` pop-up "
|
||
"window, as soon as a product with (at least two) variants is added to a "
|
||
"quotation or sales order, but **only** if the :guilabel:`Product "
|
||
"Configurator` option is selected on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"The product configurator pop-up window that appears on a quotation or sales "
|
||
"order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85
|
||
msgid ""
|
||
"This :guilabel:`Configure` pop-up window also appears if the "
|
||
":guilabel:`Order Grid Entry` setting is **not** activated, as it is the "
|
||
"default option Odoo uses when dealing with product variants on quotations "
|
||
"and/or sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` option lets salespeople choose exactly "
|
||
"which product variant to add to the quotation or sales order using a format "
|
||
"similar to online shopping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93
|
||
msgid "Order grid entry"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95
|
||
msgid ""
|
||
"The order grid entry feature appears as a :guilabel:`Choose Product "
|
||
"Variants` pop-up window, as soon as a product with (at least two) variants "
|
||
"is added to a quotation or sales order, but **only** if the :guilabel:`Order"
|
||
" Grid Entry` option is selected on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"The choose product variants pop-up window that appears on a quotation in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103
|
||
msgid ""
|
||
"The :guilabel:`Choose Product Variants` pop-up window features all the "
|
||
"variant options for that particular product. From this pop-up window, the "
|
||
"salesperson can designate how many of each variant they'd like to add to the"
|
||
" quotation/sales order at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107
|
||
msgid ""
|
||
"When all the desired quantities and variants have been selected, the "
|
||
"salesperson simply clicks :guilabel:`Confirm`, and those orders are "
|
||
"instantly added to the quotation/sales order in the :guilabel:`Order Lines` "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"Populated order lines tab after order grid entry has been chosen to select "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116
|
||
msgid ":doc:`../products_prices/products/variants`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
||
msgid "Quotation templates"
|
||
msgstr "Predlog ponudb"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
|
||
msgid ""
|
||
"In Odoo *Sales*, salespeople have the ability to create reusable quotation "
|
||
"templates for common products or services that the business offers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8
|
||
msgid ""
|
||
"By using these templates, quotations can be tailored and sent to customers "
|
||
"at a much faster pace, without having to create new quotations from scratch "
|
||
"every time a sales negotiation occurs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16
|
||
msgid ""
|
||
"Begin by activating the setting in :menuselection:`Sales app --> "
|
||
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& "
|
||
"Orders` heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
|
||
msgid ""
|
||
"In that section, check the box beside the :guilabel:`Quotation Templates` "
|
||
"option. Doing so reveals a new :guilabel:`Default Template` field, in which "
|
||
"a default quotation template can be chosen from a drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "How to enable quotation templates on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27
|
||
msgid ""
|
||
"Also, upon activating the :guilabel:`Quotation Template` feature, an "
|
||
"internal :guilabel:`➡️ Quotation Templates` link appears beneath the "
|
||
":guilabel:`Default Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30
|
||
msgid ""
|
||
"Clicking that link reveals the :guilabel:`Quotation Templates` page, from "
|
||
"which templates can be created, viewed, and edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
|
||
msgid ""
|
||
"Before leaving the :guilabel:`Settings` page, don't forget to click the "
|
||
":guilabel:`Save` button to save all changes made during the session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37
|
||
msgid "Create quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39
|
||
msgid ""
|
||
"Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` "
|
||
"page, or navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Quotation Templates`. Both options reveal the :guilabel:`Quotation "
|
||
"Templates` page, where quotation templates can be created, viewed, and "
|
||
"edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Quotation templates page in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47
|
||
msgid ""
|
||
"To create a new quotation template, click the :guilabel:`New` button, "
|
||
"located in the upper-left corner. Doing so reveals a blank quotation "
|
||
"template form that can be customized in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Create a new quotation template on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
|
||
msgid ""
|
||
"Start by entering a name for the template in the :guilabel:`Quotation "
|
||
"Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56
|
||
msgid ""
|
||
"Then, in the :guilabel:`Quotation expires after` field, designate how many "
|
||
"days the quotation template will remain valid for, or leave the field on the"
|
||
" default `0` to keep the template valid indefinitely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60
|
||
msgid ""
|
||
"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` "
|
||
"features are activated in the :guilabel:`Settings` (:menuselection:`Sales "
|
||
"app --> Configuration --> Settings`), those options are available in the "
|
||
":guilabel:`Online confirmation` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64
|
||
msgid ""
|
||
"In the :guilabel:`Online confirmation` field, check the box beside "
|
||
":guilabel:`Signature` to request an online signature from the customer to "
|
||
"confirm an order. Check the box beside :guilabel:`Payment` to request an "
|
||
"online payment from the customer to confirm an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68
|
||
msgid ""
|
||
"Both options can be enabled simultaneously, in which case the customer must "
|
||
"provide **both** a signature **and** a payment to confirm an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71
|
||
msgid ""
|
||
"Next, in the :guilabel:`Confirmation Mail` field, click the blank field to "
|
||
"reveal a drop-down menu. From the drop-down menu, select a pre-configured "
|
||
"email template to be sent to customers upon confirmation of an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76
|
||
msgid ""
|
||
"To create a new email template directly from the :guilabel:`Confirmation "
|
||
"Mail` field, start typing the name of the new email template in the field, "
|
||
"and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from"
|
||
" the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80
|
||
msgid ""
|
||
"Selecting :guilabel:`Create` creates the email template, which can be edited"
|
||
" later. Selecting :guilabel:`Create and edit...` creates the email template,"
|
||
" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which "
|
||
"the email template can be customized and configured right away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid ""
|
||
"Create confirmation mail pop-up window from the quotation template form in "
|
||
"Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89
|
||
msgid ""
|
||
"When all modifications are complete, click :guilabel:`Save \\& Close` to "
|
||
"save the email template and return to the quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92
|
||
msgid ""
|
||
"If working in a multi-company environment, use the :guilabel:`Company` field"
|
||
" to designate to which company this quotation template applies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95
|
||
msgid ""
|
||
"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured"
|
||
" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to "
|
||
"designate how often this quotation template should occur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100
|
||
msgid ""
|
||
"The :guilabel:`Recurrence` field **only** applies to subscription plans. For"
|
||
" more information, check out the documentation on "
|
||
":doc:`../../subscriptions/plans`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
|
||
msgid "Lines tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106
|
||
msgid ""
|
||
"In the :guilabel:`Lines` tab, products can be added to the quotation "
|
||
"template by clicking :guilabel:`Add a product`, organized by clicking "
|
||
":guilabel:`Add a section` (and dragging/dropping section headers), and "
|
||
"further explained with discretionary information (such as warranty details, "
|
||
"terms, etc.) by clicking :guilabel:`Add a note`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Populated lines tab on a quotation template form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
|
||
msgid ""
|
||
"To add a product to a quotation template, click :guilabel:`Add a product` in"
|
||
" the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a "
|
||
"blank field in the :guilabel:`Product` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118
|
||
msgid ""
|
||
"When clicked, a drop-down menu with existing products in the database "
|
||
"appear. Select the desired product from the drop-down menu to add it to the "
|
||
"quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122
|
||
msgid ""
|
||
"If the desired product isn't readily visible, type the name of the desired "
|
||
"product in the :guilabel:`Product` field, and the option appears in the "
|
||
"drop-down menu. Products can also be found by clicking :guilabel:`Search "
|
||
"More...` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127
|
||
msgid ""
|
||
"When a product is added to a quotation template, the default "
|
||
":guilabel:`Quantity` is `1`, but that can be edited at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130
|
||
msgid ""
|
||
"Then, drag-and-drop the product to the desired position, via the "
|
||
":guilabel:`six squares` icon, located to the left of each line item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133
|
||
msgid ""
|
||
"To add a *section*, which serves as a header to organize the lines of a "
|
||
"sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. "
|
||
"When clicked, a blank field appears, in which the desired name of the "
|
||
"section can be typed. When the name has been entered, click away to secure "
|
||
"the section name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138
|
||
msgid ""
|
||
"Then, drag-and-drop the section name to the desired position, via the "
|
||
":guilabel:`six squares` icon, located to the left of each line item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141
|
||
msgid ""
|
||
"To add a note, which would appear as a piece of text for the customer on the"
|
||
" quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When "
|
||
"clicked, a blank field appears, in which the desired note can be typed. When"
|
||
" the note has been entered, click away to secure the note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145
|
||
msgid ""
|
||
"Then, drag-and-drop the note to the desired position, via the :guilabel:`six"
|
||
" squares` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147
|
||
msgid ""
|
||
"To delete any line item from the :guilabel:`Lines` tab (product, section, "
|
||
"and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right "
|
||
"side of the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153
|
||
msgid ""
|
||
"The use of *optional products* is a marketing strategy that involves the "
|
||
"cross-selling of products along with a core product. The aim is to offer "
|
||
"useful and related products to customers, which may result in an increased "
|
||
"sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161
|
||
msgid ""
|
||
"Optional products appear as a section on the bottom of sales orders and "
|
||
"eCommerce pages. Customers can immediately add them to their online sales "
|
||
"orders themselves, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Optional products appearing on a typical sales order with Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168
|
||
msgid ""
|
||
"In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each "
|
||
"cross-selling product related to the original items in the :guilabel:`Lines`"
|
||
" tab, if applicable. The products added here ideally complement the original"
|
||
" offering as added value for the prospective buyer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Populated optional products tab on a quotation template in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176
|
||
msgid ""
|
||
"Clicking :guilabel:`Add a line` reveals a blank field in the "
|
||
":guilabel:`Product` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185
|
||
msgid "Optional products are **not** required to create a quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188
|
||
msgid "Terms \\& Conditions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190
|
||
msgid ""
|
||
"The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add "
|
||
"terms and conditions to the quotation template. To add terms and conditions,"
|
||
" simply type (or copy/paste) the desired terms and conditions in this tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Terms and conditions tab in a quotation template form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199
|
||
msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202
|
||
msgid ""
|
||
"Terms and conditions are **not** required to create a quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205
|
||
msgid "Design quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207
|
||
msgid ""
|
||
"In the upper-left corner of the quotation template form, there's a "
|
||
":guilabel:`Design Template` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid ""
|
||
"Design template button in the upper-left corner of quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214
|
||
msgid ""
|
||
"When clicked, Odoo reveals a preview of the quotation template, through the "
|
||
"Odoo *Website* application, as it will appear on the front-end of the "
|
||
"website to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218
|
||
msgid ""
|
||
"This feature is **only** available if the *Website* application is "
|
||
"installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220
|
||
msgid ""
|
||
"Odoo uses numerous blue placeholder blocks to signify where certain elements"
|
||
" appear, and what they contain (e.g. :guilabel:`Template Header`, "
|
||
":guilabel:`Product`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223
|
||
msgid ""
|
||
"To edit the content, appearance, and overall design of the quotation "
|
||
"template via the *Website* application, click the :guilabel:`Edit` button in"
|
||
" the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid ""
|
||
"Design template edit button in the upper-right corner of quotation template "
|
||
"design."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230
|
||
msgid ""
|
||
"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a "
|
||
"variety of design elements and feature-rich building blocks. These building "
|
||
"blocks can be dragged-and-dropped anywhere on the quotation template design."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Design quotation template building blocks sidebar in Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238
|
||
msgid ""
|
||
"After a block has been dropped in the desired position, it can be customized"
|
||
" and configured to fit any unique need, look, or style."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242
|
||
msgid ""
|
||
"Quotation template design uses the same methodology and functionality with "
|
||
"design building blocks as a typical web page design with Odoo *Website*. Be "
|
||
"sure to check out the :doc:`../../../websites/website` documentation to "
|
||
"learn more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246
|
||
msgid ""
|
||
"When all blocks and customizations are complete, click the :guilabel:`Save` "
|
||
"button to put those configurations into place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249
|
||
msgid ""
|
||
"There is also a blue banner at the top of the quotation template design with"
|
||
" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo "
|
||
"returns to the quotation template form in the back-end of the *Sales* "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254
|
||
msgid "Use quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256
|
||
msgid ""
|
||
"When creating a quotation (:menuselection:`Sales app --> New`), choose a "
|
||
"pre-configured template in the :guilabel:`Quotation Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Quotation templates field on a standard quotation form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263
|
||
msgid ""
|
||
"To view what the customer will see, click the :guilabel:`Preview` button at "
|
||
"the top of the page to see how the quotation template appears on the front-"
|
||
"end of the website through Odoo's customer portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Customer preview of a quotation template in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:5
|
||
msgid "Subscriptions"
|
||
msgstr "Naročnine"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:7
|
||
msgid ""
|
||
"Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new "
|
||
"contracts <subscriptions/quotations>`, :doc:`upsell customers "
|
||
"</applications/sales/subscriptions/upselling>`, keep the churn under "
|
||
"control, and :doc:`generate reports "
|
||
"</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key "
|
||
"Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, "
|
||
":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:15
|
||
msgid ""
|
||
"`Odoo Tutorials: Subscriptions "
|
||
"<https://www.odoo.com/slides/subscription-20>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:16
|
||
msgid ":doc:`/applications/sales/subscriptions/products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:17
|
||
msgid ":doc:`/applications/sales/subscriptions/ecommerce`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:18
|
||
msgid ":doc:`/applications/sales/subscriptions/plans`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:19
|
||
msgid ":doc:`/applications/sales/subscriptions/upselling`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:20
|
||
msgid ":doc:`/applications/sales/subscriptions/renewals`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:21
|
||
msgid ":doc:`/applications/sales/subscriptions/closing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:22
|
||
msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:23
|
||
msgid ":doc:`/applications/sales/subscriptions/reports`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:28
|
||
msgid "Subscription quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:31
|
||
msgid "Sales orders with a defined recurrence become subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:33
|
||
msgid ""
|
||
"To create a new subscription, click on :guilabel:`New` from the "
|
||
"*Subscription* or the :doc:`Sales </applications/sales>` app. You can "
|
||
"either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:36
|
||
msgid ""
|
||
"Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` "
|
||
"to prefill the quotation instantly, or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:38
|
||
msgid ""
|
||
"Fill out the quotation normally, making sure to select a recurrence and an "
|
||
"end date if necessary and adding :doc:`recurrent products "
|
||
"</applications/sales/subscriptions/products>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:42
|
||
msgid ""
|
||
"You can define different invoice and delivery addresses by enabling the "
|
||
":doc:`Customer Addresses "
|
||
"</applications/finance/accounting/customer_invoices/customer_addresses>` "
|
||
"feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:48
|
||
msgid "Confirmation"
|
||
msgstr "Potrditev"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:50
|
||
msgid ""
|
||
"Send the quotation to the customer for confirmation by clicking on "
|
||
":guilabel:`Send by email`, or confirm it immediately by clicking on "
|
||
":guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:54
|
||
msgid ""
|
||
"Click on :guilabel:`Customer Preview` to preview the customer portal where "
|
||
"the customer can view their quotation, sign and pay it, and communicate with"
|
||
" you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:60
|
||
msgid "Automatic payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:62
|
||
msgid ""
|
||
"You can require the customer to set an automatic payment method and pre-pay "
|
||
"the subscription's first occurrence before they can confirm their quotation."
|
||
" To do so, go to the :guilabel:`Other Info` tab of the quotation and check "
|
||
"the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:67
|
||
msgid ""
|
||
"If you leave :guilabel:`Payment` unchecked, the customer doesn't have to "
|
||
"pre-pay to start the subscription. This means that the payment is not "
|
||
"automatic and that the customer must pay each invoice manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:72
|
||
msgid ""
|
||
"If the online confirmation requires a pre-payment, your customer can select "
|
||
"only the :ref:`payment providers <payment_providers/supported_providers>` "
|
||
"that have the :ref:`tokenization feature <payment_providers/tokenization>`. "
|
||
"This ensures that the customer is automatically charged at each new period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3
|
||
msgid "Automatic alerts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5
|
||
msgid ""
|
||
"Now that your subscriptions are up and running, you want to stay up-to-date "
|
||
"with your customers. Some automation would be appreciated since you would "
|
||
"not want to go through the list of all your subscribers to check how things "
|
||
"are going. This is what the *Automatic Alerts* feature is for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9
|
||
msgid ""
|
||
"For example, when customers subscribe to your magazine, you would probably "
|
||
"want to send them an email to welcome them and express your gratitude. Or, "
|
||
"if the satisfaction rate of your customers drops below 50%, you would "
|
||
"probably want to schedule a call with them to understand the reasons for "
|
||
"their dissatisfaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:14
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\""
|
||
" task for one of your salespeople so that he/she can try to understand your "
|
||
"customer's dissatisfaction, and finally, why not automatically send "
|
||
"satisfaction surveys so customers can evaluate your services? All of that is"
|
||
" now possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20
|
||
msgid "Create a new automatic alert"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:22
|
||
msgid ""
|
||
"The following example shows how to create a new automatic alert to send "
|
||
"satisfaction surveys to your customers, by email, after one month of "
|
||
"subscription. To do so, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Alerts`, and create a new alert."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "New automatic alert in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30
|
||
msgid ""
|
||
"On the *Apply on* section, first give the alert a name. Then, you can choose"
|
||
" to apply this alert on a subscription template, on a specific customer, or "
|
||
"even on a specific product. If you want to add more specifications, you can "
|
||
"also specify the value of your MRR, the change rate of your MRR over a "
|
||
"certain period of time, the value of the satisfaction rate, and even the "
|
||
"stage to which you want to apply this alert."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:37
|
||
msgid ""
|
||
"In this example, the alert is applied to a specific product, and the stage "
|
||
"goes from *Undefined* to *In Progress*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:40
|
||
msgid ""
|
||
"For the *Action* section, specify the *Action* and the *Trigger on*. If the "
|
||
"*Trigger on* is set to *Modification*, the action is triggered every time "
|
||
"there is a change or anything added to the subscription, and all the "
|
||
"conditions on the *Apply on* section are met. Now, if the *Trigger on* is "
|
||
"set to *Timed condition*, it means that the action is triggered based on the"
|
||
" type of *Trigger date*. After that, you can choose your *Action*. You have "
|
||
"the choice between *Create next activity*, *Set a tag on the subscription*, "
|
||
"*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the"
|
||
" customer* and *Send an SMS Text Message to the customer*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:50
|
||
msgid ""
|
||
"In the example above, the *Trigger on* is set to *Timed condition*, "
|
||
"therefore, a *Trigger date* and *Delay after trigger* need to be specified. "
|
||
"And because the *Send an email to the customer* action was adopted, an "
|
||
"*Email template* can be chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55
|
||
msgid ""
|
||
"Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or "
|
||
"tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit "
|
||
":doc:`../../essentials/in_app_purchase`. For more information on sending SMS"
|
||
" messages, visit "
|
||
":doc:`../../marketing/sms_marketing/essentials/sms_essentials`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:60
|
||
msgid ""
|
||
"As a result, this alert sends a rating survey after one month, to the "
|
||
"customers who have purchased that specific product. The survey appears in "
|
||
"the chatter of your respective subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "Satisfaction survey in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68
|
||
msgid "Modify an existing automatic alert"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70
|
||
msgid ""
|
||
"By default, Odoo suggests you an automatic alert called *Take action on less"
|
||
" satisfied clients*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "Modify an existing automatic alert in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76
|
||
msgid ""
|
||
"This alert is applied to the *Rating Satisfaction* of your customers, and "
|
||
"the action is triggered on *Timed condition*. If their satisfaction rate is "
|
||
"lower than 50%, a salesperson contacts the customer. This action is "
|
||
"automatically assigned to the salesperson who manages the subscription, and "
|
||
"the due date is 5 days after the triggering of this action. This alert "
|
||
"ensures that your clients are happy and that you are taking actions if they "
|
||
"are not. It helps to keep your customer retention rates very high."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84
|
||
msgid ""
|
||
"By editing the alert, you can modify the *Apply on*, the *Action* and "
|
||
"*Activity* sections, and adapt them to your own needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:88
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:105
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:80
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:120
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:83
|
||
msgid ":doc:`../subscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:106
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:81
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:121
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:84
|
||
msgid ":doc:`plans`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:90
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:107
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:82
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:122
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:85
|
||
msgid ":doc:`products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91
|
||
msgid ":doc:`../../essentials/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:3
|
||
msgid "Close a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:5
|
||
msgid ""
|
||
"Losing a customer is always difficult, especially if you put a lot of effort"
|
||
" into getting them to sign up for your products/services. However, many "
|
||
"companies come up with dubious methods to reduce the probability of this "
|
||
"happening."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:14
|
||
msgid ""
|
||
"If you adopt such methods, you are among companies that actively and "
|
||
"indirectly spread the phobia of subscriptions, who do not think about how "
|
||
"negatively dissatisfied customers could impact their business and, who "
|
||
"frustrate the customers in a way or another. However, at some point, it is "
|
||
"understandable that you do not want your customers to be involved in your "
|
||
"subscription status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:19
|
||
msgid ""
|
||
"If you do not adopt such methods, you are among companies that continue to "
|
||
"evolve in a long-term subscription business model, especially in an era of "
|
||
"ultra-fast communications between dissatisfied customers, and who retain "
|
||
"their customers by making it easier for them to leave if they want to. By "
|
||
"giving them the opportunity to close their own subscriptions, your customers"
|
||
" do not feel trapped because they subscribed to your products/services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:25
|
||
msgid ""
|
||
"In summary, the **Odoo Subscriptions** application gives you the "
|
||
"**possibility to choose what you want to apply**. Indeed, you can decide "
|
||
"whether to give your customers the option to close their subscriptions "
|
||
"whenever they want to or to restrict this possibility. It depends on you and"
|
||
" we will show you how to do that in our amazing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:33
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Configuration --> Subscription "
|
||
"templates`. From there, you can create a new *Subscription template* or "
|
||
"modify an existing one. When editing your template, underneath the Invoicing"
|
||
" tab, you have the possibility to activate the option *Closable by "
|
||
"customer*. Once enabled, this option gives your customers the right to close"
|
||
" their own subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid "Configuration to close your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:43
|
||
msgid ""
|
||
"Be sure to check out our documentation on how to :doc:`Use subscription "
|
||
"templates <plans>` to fully understand the importance of this feature in a "
|
||
"basic flow using the **Odoo Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:49
|
||
msgid "Close your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:52
|
||
msgid "Administrator view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:54
|
||
msgid ""
|
||
"Once confirmed, a quotation becomes a sales order and a new subscription is "
|
||
"automatically created. Therefore, this subscription has the status *In "
|
||
"progress*. From there, you have the possibility to close the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"Close your subscription from an administration point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:62
|
||
msgid ""
|
||
"By using the smart button *Close*, you have to enter a close reason. For "
|
||
"example, \"Subscription too expensive\", \"Subscription does not meet my "
|
||
"requirements\", \"Subscription reached its end date\", etc. Immediately "
|
||
"after confirming your close reason, you can observe that the status of the "
|
||
"subscription is now *Closed* and that the close reason is mentioned on the "
|
||
"subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid "What happens when you close your subscription with Odoo Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:72
|
||
msgid "Customer view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:74
|
||
msgid ""
|
||
"As previously explained in the *Administrator view* part, from the "
|
||
"subscription form, you also have the possibility to visualize what your "
|
||
"customers see when managing their subscriptions thanks to the *Customer "
|
||
"preview* button. In this example, the customer has the choice to close "
|
||
"his/her subscription whenever he/she wants to, due to the *Close "
|
||
"Subscription* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"Close your subscription from a customer point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:83
|
||
msgid ""
|
||
"By using this button, the customer can specify the reason for cancelling "
|
||
"his/her subscription and he/she can even leave a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"What happens when customers close their subscription with Odoo "
|
||
"Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:90
|
||
msgid ""
|
||
"By confirming the cancellation, the customer is redirected to his/her "
|
||
"portal. The administrator is informed of this modification. Indeed, the "
|
||
"status of the subscription becomes *Closed* and a note appears in the "
|
||
"chatter with the new stage, the end date, the close reason, and the closing "
|
||
"text added by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"What happens when customers close their subscription in Odoo Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:100
|
||
msgid ""
|
||
"Before closing a subscription, check out our documentation on how to "
|
||
":doc:`Create a quotation using subscription products <../subscriptions>` to "
|
||
"understand how subscriptions are managed in the **Odoo Subscriptions** "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:3
|
||
msgid "Use subscriptions in the eCommerce shop"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:5
|
||
msgid ""
|
||
"Subscription products can be sold in the Odoo *eCommerce* shop just like "
|
||
"regular sales products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:7
|
||
msgid ""
|
||
"However, by default, the eCommerce product page only displays the shortest "
|
||
"recurrence period listed in the :guilabel:`Time-based pricing` tab of the "
|
||
"product form. For example, if a subscription product has *monthly* and "
|
||
"*yearly* recurrence periods configured, then only the monthly price appears "
|
||
"on the eCommerce page for that product by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:12
|
||
msgid ""
|
||
"To add more recurrence periods to the eCommerce product page, create a "
|
||
"*product variant* for each recurrence period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:16
|
||
msgid ""
|
||
":doc:`Configure subscription products "
|
||
"</applications/sales/subscriptions/products>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:17
|
||
msgid ""
|
||
":doc:`Product variants "
|
||
"</applications/sales/sales/products_prices/products/variants>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:20
|
||
msgid "Create recurrence periods as product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:22
|
||
msgid ""
|
||
"To set up each recurrence period as a product variant, go to "
|
||
":menuselection:`Subscriptions --> Subscriptions --> Products` and select a "
|
||
"product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add "
|
||
"a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:26
|
||
msgid ""
|
||
"Create an :guilabel:`Attribute` called `Billing Period` (or something "
|
||
"similar) by typing in the name and clicking :guilabel:`Create`. This "
|
||
"attribute name appears as the option heading on the product page of the "
|
||
"eCommerce shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:30
|
||
msgid ""
|
||
"Next, create :guilabel:`Values` that correspond to the recurrence periods "
|
||
"that are configured in the :guilabel:`Time-based pricing` tab of the product"
|
||
" form. Type in the name of the recurrence period, then click "
|
||
":guilabel:`Create`. These value names appear as selectable options on the "
|
||
"product page of the eCommerce shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid ""
|
||
"Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n"
|
||
"the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:40
|
||
msgid ""
|
||
"Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save "
|
||
"manually. After saving, a :guilabel:`Product Variants` column appears on the"
|
||
" :guilabel:`Time-based pricing` tab. Assign the product variants to their "
|
||
"corresponding recurrence periods and prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid "Product variants on the \"Time-based pricing\" tab of the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:48
|
||
msgid ""
|
||
"The product variants are now available for selection on the eCommerce "
|
||
"product page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid ""
|
||
"Recurrence periods configured as product variants on the eCommerce product "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:3
|
||
msgid "Subscription plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:5
|
||
msgid ""
|
||
"*Subscription plans* are :doc:`quotation templates "
|
||
"</applications/sales/sales/send_quotations/quote_template>` used to "
|
||
"preconfigure quotations with subscription products. Use subscription plans "
|
||
"to quickly create subscription orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:10
|
||
msgid "Configure subscription plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:12
|
||
msgid ""
|
||
"To configure subscription plans, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
|
||
"or select an existing plan to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:15
|
||
msgid ""
|
||
"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
|
||
"app, subscription plans use the same form as quotation templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan (quotation template) configuration form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:22
|
||
msgid "The subscription plan form contains the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:24
|
||
msgid ""
|
||
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:25
|
||
msgid ""
|
||
":guilabel:`Quotation expires after`: Enter the number of days after which "
|
||
"the quotation expires, starting from the day the quotation is sent to the "
|
||
"customer. Leave this field at zero for the quotation to never expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||
msgid ""
|
||
":guilabel:`Online Confirmation`: Check the boxes next to "
|
||
":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
|
||
"confirm their subscription order by signing or paying for the quotation. "
|
||
"Enable both to leave the choice to the customer. Enable neither to only "
|
||
"confirm the quotation in the backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:32
|
||
msgid ""
|
||
":guilabel:`Confirmation Mail`: Select an :doc:`email template "
|
||
"</applications/general/companies/email_template>` for the confirmation email"
|
||
" that is automatically sent to the customer after the quotation is "
|
||
"confirmed. Leave this field blank to send nothing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||
msgid ""
|
||
"To create a new email template, enter a name for the template, then click "
|
||
":guilabel:`Create and edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||
msgid ""
|
||
"To edit an existing email template, select one from the drop-down menu, then"
|
||
" click on the :guilabel:`Internal link` arrow at the end of the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||
msgid ""
|
||
":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
|
||
"recurrence periods available here are the same ones that are configured in "
|
||
":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:46
|
||
msgid ""
|
||
"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
|
||
"subscription plan and enables the following additional options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:49
|
||
msgid ""
|
||
":guilabel:`Duration`: Choose whether the subscription plan has no end date "
|
||
"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:52
|
||
msgid ""
|
||
"If the duration is :guilabel:`Forever`, then the subscription plan will "
|
||
"continually renew until either the customer or the company manually ends the"
|
||
" subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:54
|
||
msgid ""
|
||
"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
|
||
"date, which determines the amount of time after which the subscription will "
|
||
"automatically end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:57
|
||
msgid ""
|
||
":guilabel:`Self Closable`: Check this box to enable the customer to "
|
||
"terminate their subscription from the :doc:`customer portal "
|
||
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:60
|
||
msgid ""
|
||
":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
|
||
" subscriptions *past* the due date are automatically closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:62
|
||
msgid ""
|
||
":guilabel:`Invoicing Journal`: Select the accounting journal in which "
|
||
"invoices for this subscription plan are recorded. Leave this field blank to "
|
||
"use the sales journal with the lowest sequence."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan with Recurrence selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:70
|
||
msgid ""
|
||
"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
|
||
"Click :guilabel:`Add a product`, select a product to include in the plan, "
|
||
"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
|
||
" as many products as desired to the order lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:74
|
||
msgid ""
|
||
"In the :guilabel:`Optional Products` tab, enter any optional products that "
|
||
"the customer can add to their quotation before confirming the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:77
|
||
msgid ""
|
||
"If the subscription plan has unique :doc:`terms and conditions "
|
||
"</applications/finance/accounting/customer_invoices/terms_conditions>`, add "
|
||
"them in the :guilabel:`Terms & Conditions` tab. If terms conditions are "
|
||
"specified on a plan, these will be used instead of the default terms and "
|
||
"conditions set up in the *Sales* app settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan Terms & Conditions tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:87
|
||
msgid "Use subscription plans on quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:89
|
||
msgid ""
|
||
"Quotations for subscription products can be created in both the "
|
||
"*Subscriptions* app and the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:92
|
||
msgid ""
|
||
"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
|
||
"create a new quotation. Then, select a subscription plan in the "
|
||
":guilabel:`Subscription Plan` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:95
|
||
msgid ""
|
||
"The :guilabel:`Recurrence`, products, and other information from the plan "
|
||
"are automatically filled in. The quotation can then be modified further as "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:98
|
||
msgid ""
|
||
"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
|
||
"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
|
||
"Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:101
|
||
msgid ""
|
||
"All subscription orders will appear on the :guilabel:`Subscriptions` "
|
||
"dashboard regardless of whether they were created in the *Subscriptions* app"
|
||
" or the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:3
|
||
msgid "Subscription products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:5
|
||
msgid ""
|
||
"By closely integrating with the Odoo *Sales* app, the *Subscriptions* app "
|
||
"enables users to sell subscription products alongside regular sales "
|
||
"products. While regular products are sold on a one-time basis, subscription "
|
||
"products are sold on a renewing basis, generating recurring revenue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:9
|
||
msgid "In Odoo, subscription products are also called *recurring* products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:12
|
||
msgid "Configure recurrence periods"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:14
|
||
msgid ""
|
||
"To get started with subscriptions, the *recurrence periods* must be properly"
|
||
" configured, as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:16
|
||
msgid ""
|
||
"Recurrence periods are the time periods in which subscriptions renew. They "
|
||
"designate how often the customer pays for (and receives) subscription "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:19
|
||
msgid ""
|
||
"To configure recurrence periods, go to :menuselection:`Subscriptions app -->"
|
||
" Configuration --> Recurrence periods`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "The recurrence periods page in Odoo Subscriptions application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:26
|
||
msgid ""
|
||
"The *Subscriptions* app comes with some basic recurrence periods already "
|
||
"configured:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:28
|
||
msgid ":guilabel:`Monthly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:29
|
||
msgid ":guilabel:`Quarterly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:30
|
||
msgid ":guilabel:`Weekly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:31
|
||
msgid ":guilabel:`2 Weeks`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:32
|
||
msgid ":guilabel:`Yearly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:33
|
||
msgid ":guilabel:`3 Years`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:34
|
||
msgid ":guilabel:`5 Years`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:36
|
||
msgid "New recurrence periods can be added and/or edited at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:38
|
||
msgid ""
|
||
"To create a new recurrence period, click :guilabel:`New` on the "
|
||
":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence "
|
||
"period form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "A recurrence period form in Odoo Subscriptions application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:45
|
||
msgid ""
|
||
"Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the "
|
||
"recurrence period, and select the :guilabel:`Unit` that defines the "
|
||
"duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:49
|
||
msgid ""
|
||
"The unit :guilabel:`Days` *cannot* be used as a recurrence period on "
|
||
"subscriptions. The daily recurrence is meant for rentals, and **cannot** be "
|
||
"added on recurring subscription sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:52
|
||
msgid ""
|
||
"This limitation is there to avoid sales orders that would generate daily "
|
||
"invoices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:55
|
||
msgid "Product form configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:57
|
||
msgid ""
|
||
"To create a new subscription product, navigate to "
|
||
":menuselection:`Subscriptions app --> Products --> Products`, and click "
|
||
":guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:60
|
||
msgid ""
|
||
"Doing so reveals a blank product form, which can be configured and "
|
||
"customized in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:63
|
||
msgid ""
|
||
"By default, the :guilabel:`Recurring` option is already enabled, prompting "
|
||
"Odoo to recognize it as a subscription product. Be sure to leave the "
|
||
":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:67
|
||
msgid ""
|
||
"The :guilabel:`Product Type` field is set to :guilabel:`Service` by default,"
|
||
" as well. However, subscription products *can* be set to other types, if "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "A basic subscription product form in Odoo Subscriptions application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:75
|
||
msgid "Time-based pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:77
|
||
msgid ""
|
||
"Once the desired fields in the :guilabel:`General Information` tab have been"
|
||
" entered, click the :guilabel:`Time-based pricing` tab on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid ""
|
||
"The time-based pricing tab on a subscription product form in Odoo "
|
||
"Subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:84
|
||
msgid ""
|
||
"From here, click :guilabel:`Add a price` to begin defining recurring prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:86
|
||
msgid ""
|
||
"In the :guilabel:`Period` column, select a desired recurrence period. In the"
|
||
" :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the "
|
||
":guilabel:`Price` column, enter the price for that recurrence period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:91
|
||
msgid ""
|
||
":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on "
|
||
"recurring products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:0
|
||
msgid "The validation error pop-up window that appears in Odoo Subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:98
|
||
msgid ""
|
||
"There is *no limit* to how many lines can be added to the :guilabel:`Time-"
|
||
"based pricing` table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:101
|
||
msgid ""
|
||
"An existing product can be made into a subscription product, simply by "
|
||
"marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based "
|
||
"pricing` on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:107
|
||
msgid ""
|
||
":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with"
|
||
" subscription products to give special pricing to customers included in "
|
||
"pricelists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:110
|
||
msgid ""
|
||
"This can be configured either in the :guilabel:`Time-based pricing` tab of "
|
||
"the product form, or on the pricelist form in the *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:113
|
||
msgid ""
|
||
"To create recurring price rules for specific pricelists in the "
|
||
":guilabel:`Time-based pricing` tab of the product form, select a pricelist "
|
||
"in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "Pricelists in the \"Time-based pricing\" tab of the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:120
|
||
msgid ""
|
||
"When pricelists are added to the :guilabel:`Time-based pricing` tab, the "
|
||
"pricelist form in the *Sales* app is automatically updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:123
|
||
msgid ""
|
||
"Time-based pricing rules can also be configured directly on the pricelist "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:125
|
||
msgid ""
|
||
"To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, "
|
||
"and select a pricelist (or click :guilabel:`New` to create a new pricelist)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:129
|
||
msgid ""
|
||
"Pricelists are also accessible through the Odoo *Subscriptions* app by "
|
||
"following the same menu steps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:132
|
||
msgid ""
|
||
"Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, "
|
||
"click :guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "The time-based rules tab on a pricelist form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:139
|
||
msgid ""
|
||
"Then, select a subscription product in the :guilabel:`Products` column, and "
|
||
"select a recurrence period in the :guilabel:`Period` column. Lastly, enter a"
|
||
" :guilabel:`Price` for that particular product and period. Add as many lines"
|
||
" as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:143
|
||
msgid ""
|
||
"When :guilabel:`Time-based rules` are added to the pricelist form, the "
|
||
":guilabel:`Time-based pricing` tab of the product form is automatically "
|
||
"updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:147
|
||
msgid ":doc:`ecommerce`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:3
|
||
msgid "Renew a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:5
|
||
msgid ""
|
||
"The key feature of a subscription business model is the recurring nature of "
|
||
"payments. In this model, customers pay a recurring amount in exchange for "
|
||
"access to a product or a service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:14
|
||
msgid ""
|
||
"Each subscriber experiences this renewal process monthly, annually, or "
|
||
"sometimes more, depending on the duration of the contract. Most subscription"
|
||
" companies choose to automate their renewal processes but, in some cases, "
|
||
"manual subscription renewals are still the preferred option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:18
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can have all your subscriptions in one "
|
||
"application, suggest an automatic subscription renewal to your customers (as"
|
||
" well as a manual one) and, finally, filter all your subscriptions and "
|
||
"easily find those to renew (with the help of the tag *To renew*)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:23
|
||
msgid "Renew your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:25
|
||
msgid ""
|
||
"Before renewing a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation <../subscriptions>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to renew the "
|
||
"subscription. In the Other Info tab, underneath the To Renew section, you "
|
||
"can activate the *To renew* option. When activated, a yellow tag "
|
||
"automatically appears in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
||
msgid "Renew your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:38
|
||
msgid ""
|
||
"The *To renew* tag is automatically ticked when a payment fails. This "
|
||
"indicator also appears on the customer portal. To visualize that, you just "
|
||
"have to click on the *Customer preview* button. The tag *To renew* appears "
|
||
"on the top right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Customer preview of a renewal with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:46
|
||
msgid ""
|
||
"When a subscription needs to be renewed, you have the possibility to use a "
|
||
"new button called *Renewal quotation*. By clicking on it, a new quotation is"
|
||
" created. From there, start a basic sales flow allowing you to send the "
|
||
"quotation by email to your customers or to confirm it. It is better to first"
|
||
" *Send by email* the quotation to your customers in order to have their "
|
||
"confirmation and, then, *Confirm* it in **Odoo Sales**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:53
|
||
msgid ""
|
||
"In the Chatter of this new quotation, it is mentioned that \"This renewal "
|
||
"order has been created from the previous subscription\". Once confirmed by "
|
||
"your customers, this quotation becomes a sales order and a new sale is "
|
||
"mentioned in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Renew a quotation with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:61
|
||
msgid ""
|
||
"By clicking on the *Sales* button, you have a summary of your sales orders "
|
||
"in a list view. The only difference between your two quotations is the "
|
||
"description underneath the *Subscription Management* category. There, you "
|
||
"can easily visualize which one is your renewal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Renewal as Subscription Management form in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:70
|
||
msgid "Visualize your subscriptions to renew"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:72
|
||
msgid ""
|
||
"Finally, if you want to visualize all your subscriptions and easily find "
|
||
"those to renew, you can go to your *Subscriptions dashboard* and use the "
|
||
"filter *To renew*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
||
msgid ""
|
||
"List view of all subscriptions and use of the filter to renew in Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:3
|
||
msgid "Reports"
|
||
msgstr "Poročila"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:5
|
||
msgid ""
|
||
"As we know, understanding how our business is going, and where it is going, "
|
||
"is key to success. And particularly so when we offer subscription services "
|
||
"or products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:8
|
||
msgid ""
|
||
"Before getting to the heart of the matter, it is very important to recall "
|
||
"certain essential concepts to the proper understanding of the following "
|
||
"reports:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:11
|
||
msgid ""
|
||
"**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important "
|
||
"metric for subscription businesses. It shows the monthly revenue earned with"
|
||
" subscription-based products or services. It is a consistent number used to "
|
||
"track all recurring revenue over time, in monthly increments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:15
|
||
msgid ""
|
||
"**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based "
|
||
"on the current MRR, to estimate the coming year's performance. However, this"
|
||
" estimation does not take variations and growth into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Difference between MRR and ARR in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:23
|
||
msgid ""
|
||
"**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything"
|
||
" else than subscription-based products or services. This includes gains of a"
|
||
" rare or unique nature that are unlikely to occur in the ordinary course of "
|
||
"businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:27
|
||
msgid ""
|
||
"**Customer Retention**: Practices to engage existing customers to continue "
|
||
"buying products or services from your business. Customer retention can be a "
|
||
"challenge, because you must prove you are worthy of your customers' trust."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:31
|
||
msgid ""
|
||
"**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the "
|
||
"churn rate can be defined, in this case, as the percentage of subscribers "
|
||
"who discontinued their subscriptions within a given time period. We can "
|
||
"distinguish two types of Churn:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:35
|
||
msgid "**Logo Churn**: It corresponds to the subscription cancellation rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:37
|
||
msgid ""
|
||
"**Revenue Churn**: It corresponds to the monthly recurring revenue loss "
|
||
"rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:40
|
||
msgid "Let's imagine a 2$ increase in a subscription service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:42
|
||
msgid ""
|
||
"We lost 3 customers out of the initial 20, which generates a **Logo Churn** "
|
||
"of 15%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid ""
|
||
"Therefore, the 56$ of MRR difference out of the initial 600$ causes a "
|
||
"**Revenue Churn**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid "of 9,33%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid "Difference between logo churn and revenue churn in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:50
|
||
msgid ""
|
||
"Reminder: even though they seem to evolve in the same direction most of the "
|
||
"time, it might not be the case all the time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:53
|
||
msgid ""
|
||
"**Customer Lifetime Value (CLV)**: Indicates how much revenue can be "
|
||
"expected for a customer during his/her entire contract. This approach "
|
||
"emphasizes the importance of customer retention, shifting our focus from a "
|
||
"quarterly or yearly approach to a long-term one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:57
|
||
msgid ""
|
||
"Check out the different kinds of reports you can access from the **Odoo "
|
||
"Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:61
|
||
msgid "Subscriptions analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:63
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From "
|
||
"there, you can change the *Measures*. By default, Odoo uses the *Monthly "
|
||
"Recurring Revenue*. In addition to that, you can choose *Quantity*, "
|
||
"*Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example,"
|
||
" *Quantity* is added. This way, you can review both of these measures at the"
|
||
" same time. You can even *Group By Start Date* and, more precisely, by "
|
||
"*Week*, to get a clear view of your report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Subscriptions analysis report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:74
|
||
msgid "Retention analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:76
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The "
|
||
"default measure applied is *Count*, but you can change to the appropriate "
|
||
"one for you. For the example below, *Monthly Recurring Revenue* was chosen, "
|
||
"and the *Month* periodicity remains intact. By using these criteria, you can"
|
||
" see the progression of the retention from its start."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Retention analysis report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:86
|
||
msgid "Revenue KPIs report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:88
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From "
|
||
"there, you can check different KPIs: *Monthly Recurring Revenue*, *Net "
|
||
"Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-"
|
||
"Rate*, *Lifetime Value*, and more. You can also filter this information on "
|
||
"subscriptions, companies, and sales teams. This is useful if you are looking"
|
||
" for specific information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Revenue KPIs report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:98
|
||
msgid ""
|
||
"The example below shows the *Monthly Recurring Revenue* detailed report. At "
|
||
"the moment, there is no data, which is the typical scenario for a new "
|
||
"business. But, as your company grows over the months, these graphs get "
|
||
"populated with more and more data. Once again, you can filter these specific"
|
||
" KPIs on subscriptions, companies, and sales teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Detailed MRR report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:108
|
||
msgid "Salesperson dashboard report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:110
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Salesperson "
|
||
"Dashboard`. This page gives you a summary of your *Monthly Recurring "
|
||
"Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-"
|
||
"Recurring Invoices* for each of your salespeople. You can choose the period "
|
||
"you want to apply and the salesperson you want to analyze."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Salesperson dashboard report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:3
|
||
msgid "Upsell a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:5
|
||
msgid ""
|
||
"Subscriptions are recurrent and go on indefinitely. As time passes by, our "
|
||
"customers may want to modify them. We must then be able to adapt the prices "
|
||
"or change the products’ quantities to accommodate their needs. Two "
|
||
"situations can happen:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:9
|
||
msgid ""
|
||
"**Loyal customers:** This kind of customers already trust you as a brand. "
|
||
"Therefore, you are confident regarding what you offer since they keep paying"
|
||
" for your products and services. Consequently, it is easier to sell them "
|
||
"something additional than it would be to a new customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:14
|
||
msgid ""
|
||
"**New customers:** For this kind of customers, you have to come with "
|
||
"something new, something attractive. What about discounts? Typically, every "
|
||
"subscription ends after a certain given time. Making these types of offers "
|
||
"for new customers strengthens your relationships with them and also "
|
||
"increases their retention."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:27
|
||
msgid ""
|
||
"As previously explained, to upsell a subscription to new customers, it is "
|
||
"recommended to offer *Discounts*. To activate this option, go to "
|
||
":menuselection:`Sales --> Configuration --> Settings` and, under the "
|
||
"*Pricing* category, you have the possibility to grant discounts on sales "
|
||
"order lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Activation of the discount option in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:36
|
||
msgid "Upsell your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:38
|
||
msgid ""
|
||
"Before upselling a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation <../subscriptions>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to upsell "
|
||
"your subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Upsell your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:48
|
||
msgid ""
|
||
"By using the smart button *Upsell*, you are able to create a new quotation "
|
||
"with new subscription products and send it to your customers for approval."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid ""
|
||
"Add products to your subscription via the upsell option in Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:56
|
||
msgid ""
|
||
"When the quotation is confirmed by your customers, the products are added to"
|
||
" the initial subscription. Quotation prices are, then, prorated to the "
|
||
"remaining time of the current invoicing period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:60
|
||
msgid ""
|
||
"Of course, before sending this new quotation to your customers, you can "
|
||
"change the unit price, taxes, and, even the discount you want to offer. The "
|
||
"smart button *Customer preview* is useful for mimicking the customer's "
|
||
"reaction. In this case, we can confidently say that the customer will *Sign "
|
||
"and pay* this new quotation. When it is done, you have to go back in edit "
|
||
"mode, confirm the quotation, and click on the smart button *Subscriptions* "
|
||
"to visualize all updates. From there, you can see that an additional line "
|
||
"has been added to the subscription with the new extra service the customer "
|
||
"wanted to purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Visualize all your subscriptions updates with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:72
|
||
msgid ""
|
||
"In addition, by clicking on the *Sales* button, you have a summary of your "
|
||
"sales orders in a list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "List view of all sales orders created for a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:79
|
||
msgid ""
|
||
"The only difference between your two sales orders is the description "
|
||
"underneath the *Subscription Management* category. There, you can easily "
|
||
"visualize which one is your upselling."
|
||
msgstr ""
|