documentation/locale/da/LC_MESSAGES/sales.po
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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
# Translators:
# JonathanStein <jstein@image.dk>, 2020
# peso <peer.sommerlund@gmail.com>, 2020
# Pernille Kristensen <pernillekristensen1994@gmail.com>, 2020
# lhmflexerp <lhm@flexerp.dk>, 2021
# Jonathan Stein <cgs@image.dk>, 2021
# Martin Trigaux, 2021
# Sanne Kristensen <sanne@vkdata.dk>, 2021
# Mads Søndergaard, 2021
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 14.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2021-05-18 07:12+0200\n"
"PO-Revision-Date: 2020-09-22 14:41+0000\n"
"Last-Translator: Mads Søndergaard, 2021\n"
"Language-Team: Danish (https://www.transifex.com/odoo/teams/41243/da/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: da\n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
#: ../../content/applications/sales.rst:3
#: ../../content/applications/sales/sales.rst:4
msgid "Sales"
msgstr "Salg"
#: ../../content/applications/sales/crm.rst:4
msgid "CRM"
msgstr "CRM"
#: ../../content/applications/sales/crm/acquire_leads.rst:3
msgid "Acquire leads"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
msgid "Convert leads into opportunities"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
msgid ""
"The system can generate leads instead of opportunities, in order to add a "
"qualification step before converting a *Lead* into an *Opportunity* and "
"assigning to the right sales people."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
msgid ""
"You can activate this mode from the CRM Settings. It applies to all your "
"sales channels by default. But you can make it specific for specific "
"channels from their configuration form."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:41
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8
#: ../../content/applications/sales/crm/optimize/gamification.rst:11
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:27
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:14
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12
#: ../../content/applications/sales/point_of_sale/payment/six.rst:15
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:10
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:9
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:17
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:8
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:9
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:16
#: ../../content/applications/sales/subscriptions/configuration.rst:3
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:16
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:32
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:31
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:25
msgid "Configuration"
msgstr "Konfiguration"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16
msgid ""
"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
"Settings` and activate the *Leads* feature."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22
msgid ""
"You will now have a new submenu *Leads* under *Leads* where they will "
"aggregate."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29
msgid "Convert a lead into an opportunity"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31
msgid ""
"When you click on a *Lead* you will have the option to convert it to an "
"opportunity and decide if it should still be assigned to the same "
"channel/person and if you need to create a new customer."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
msgid ""
"If you already have an opportunity with that customer Odoo will "
"automatically offer you to merge with that opportunity. In the same manner, "
"Odoo will automatically offer you to link to an existing customer if that "
"customer already exists."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44
msgid "Merge opportunities"
msgstr "Flet kundeemner"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46
msgid ""
"Odoo will also automatically propose to merge opportunities if they have the"
" same email address. When merging opportunities, Odoo merges the information"
" into the opportunity which was created first, giving priority to the "
"information present on the first opportunity."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:51
msgid ""
"No information is lost: data from the other opportunity is logged in the "
"chatter and the information fields for easy access."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57
msgid ""
"Would you find a duplicate yourself, ...you can also merge opportunities or "
"leads even if the system doesn't propose it."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
msgid ""
"Heres how, from the list view. Select the opportunities or leads you want "
"to merge and the action button will appear. Then, you can select merge."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67
msgid "It is also possible to merge more than 2 opportunities or leads."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:3
msgid "Generate leads/opportunities from emails"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:5
msgid ""
"Automating the lead/opportunity generation will considerably improve your "
"efficiency. By default, any email sent to *sales@database\\_domain.ext* will"
" create an opportunity in the pipeline of the default sales channel."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:11
msgid "Configure email aliases"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:13
msgid ""
"Each sales teams can have its own email alias, to generate "
"leads/opportunities automatically assigned to it. It is useful if you manage"
" several sales teams with specific business processes. You will find the "
"configuration of sales teams under :menuselection:`Configuration --> Sales "
"Teams`."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:3
msgid "Generate leads/opportunities from your website contact page"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:5
msgid ""
"Automating the lead/opportunity generation will considerably improve your "
"efficiency. Any visitor using the contact form on your website will create a"
" lead/opportunity in the pipeline."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:10
msgid "Use the contact us on your website"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:12
msgid "You should first go to your website app."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:14
msgid "|image0|\\ |image1|"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:16
msgid ""
"With the CRM app installed, you benefit from a ready-to-use contact form on "
"your Odoo website that will generate leads/opportunities automatically."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:23
msgid ""
"To change to a specific sales channel, go to :menuselection:`Website --> "
"Configuration --> Settings` under *Communication* you will find the Contact "
"Form info and where to change the *Sales Channel* or *Salesperson*."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:32
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:50
msgid "Create a custom contact form"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:34
msgid ""
"You may want to know more from your visitor when they use the contact form "
"to you will need to build a custom contact form on your website. These "
"contact forms can generate multiple types of records in the system (emails, "
"leads/opportunities, project tasks, helpdesk tickets, etc.)"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:43
msgid ""
"You will need to install the free *Form Builder* module, only available in "
"Odoo Enterprise."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:52
msgid ""
"First, go to the page where you want to put your contact form. In edit mode,"
" drag the form builder onto the page, and you will be able to add all the "
"fields you wish."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:59
msgid ""
"By default, any new contact form will send an email. You can switch to "
"lead/opportunity generation in *Change Form Parameters*."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:63
msgid ""
"If the same visitor uses the contact form twice, the second entry will be "
"added to the first lead/opportunity in the chatter."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:67
msgid "Generate leads instead of opportunities"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:69
msgid ""
"When using a contact form, you should use a qualification step before "
"assigning the form to the right sales people. To do so, activate *Leads* in "
"CRM settings and refer 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:4
msgid ""
"In any business, getting quality leads is essential to keep the business "
"growing. Lead mining allows you to generate leads from scratch directly from"
" your database. Target your leads based on a set of criteria such as the "
"country, the size of the company, the industry your leads are coming from to"
" make them relevant to your business."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10
msgid ""
"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
"Settings` and activate the **Lead Mining** feature."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:17
msgid "Start generating leads"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:18
msgid ""
"You will now have a new button **Generate Leads** available in your "
"pipeline. You are also able to create lead mining requests from the "
":menuselection:`Configuration --> Lead Mining Requests` and trough "
":menuselection:`Leads --> Leads` where you have the **Generate Leads** "
"button."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:27
msgid ""
"From there, click on the **Generate Leads** button, a window where you will "
"be able to pick your criteria will pop up."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:34
msgid ""
"When choosing to target Companied and their contacts you can choose the "
"contacts you are getting based on Role or Seniority. When getting contact "
"information make sure to be aware of the latest EU regulation, get more "
"information about General Data Protection Regulation on `Odoo GDPR "
"<http://odoo.com/gdpr>`__,"
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39
msgid ""
"You can decide to filter the leads you are getting depending on the size "
"(number of employees) of the companies. You can pick the countries your "
"leads are coming from. It is possible to pick multiple countries. You can "
"pick the industries your leads are coming from. It is possible to pick "
"multiple industries."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:43
msgid ""
"You can choose the salesperson and the Salesteam the lead will be assigned "
"to. You can also add tags to track your generated leads."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47
msgid "The generated leads will have the name of the company."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:138
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36
msgid "Pricing"
msgstr "Priser"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
msgid ""
"This is an In-App Purchase feature, each generated lead will cost you one "
"credit. If you choose to get contact information each contact will also cost"
" us one additional credit. Here is the pricing for this `feature "
"<https://iap.odoo.com/iap/in-app-services/167?>`__, To buy credits you can "
"either go to :menuselection:`CRM --> Configuration --> Settings --> Buy "
"Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my"
" Services`."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65
msgid ""
"The blue box will automatically tell you how many credits are going to be "
"consumed."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:68
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:169
msgid ""
"If you are on Odoo Online (SAAS) and have the Enterprise version, you "
"benefit from free trial credits to test the feature."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71
msgid ""
":doc:`In-App Purchases (IAP) "
"</applications/general/in_app_purchase/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:3
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: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: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: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: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/outlook_extension.rst:3
msgid "Outlook Extension"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:5
msgid ""
"The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox "
"with your Odoo database. This extension allows you to:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:8
msgid "Create leads from emails sent to your mailbox."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:9
msgid "Centralize Prospects' emails into a CRM."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:10
msgid "Search and store insights on your contacts."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:17
msgid ""
"This extension is compatible with the Web version of Outlook as well as the "
"desktop apps."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:20
msgid ""
"The Outlook Extension uses *Partner Autocomplete IAP credits* to search and "
"store insights on your contacts. See the :ref:`Pricing section "
"<outlook_extension/pricing>` below for more information."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:29
msgid ""
"The Outlook Extension requires to be configured both in Odoo and in Outlook."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:34
msgid "Enable the feature on your database"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:36
msgid ""
"To enable this feature on your Odoo database, go to :menuselection:`CRM --> "
"Configuration --> Lead Generation`, enable **Outlook CRM Extension**, and "
"click on *Save*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:42
msgid "Install the add-in on Outlook"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:44
msgid ""
"You can install the Outlook Extension as a **Custom Add-in**. To do so, "
"follow these steps:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:0
msgid "URL of the **Odoo for Outlook** add-in's manifest file:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:0
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:0
msgid "``https://download.odoo.com/plugins/outlook/manifest.xml``"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:50
msgid "Todo"
msgstr "To Do"
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:50
msgid "add copy button when the feature is added to the doc"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:52
msgid ""
"Connect to your Outlook mailbox, open any email, and click on the *More "
"actions* button, displayed as three little dots."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:59
msgid "Click on *Get add-ins*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:65
msgid ""
"In the new window, select the tab named *My add-ins*, click on *+ Add a "
"custom add-in*, and then on *Add from URL...*"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:0
msgid ""
"Outlook prompts you to **enter the URL of the add-in's manifest file**. To "
"do so, copy the following URL, paste it in the box, and click on *OK*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:80
msgid ""
"Outlook warns you that Microsoft hasnt verified the add-in. Click on "
"*Install* to complete the installation."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:84
msgid ""
"The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. "
"This is why it is currently necessary to install it as a *custom add-in*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:90
msgid "Add a shortcut to open the extension"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:92
msgid ""
"By default, you can open the **Odoo for Outlook** extension from the *More "
"actions* menu. This section explains how to move the launcher next to the "
"other default actions."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:99
msgid ""
"In your Outlook mailbox, click on *Settings*, then on *View all Outlook "
"settings*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:100
msgid ""
"Go to :menuselection:`Settings --> Mail --> Customize actions --> Message "
"surface`, select *Odoo for Outlook*, and click on *Save*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:109
msgid "Connect to your database"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:111
msgid ""
"Open **Odoo for Outlook** from any email. This opens the extension as a "
"panel on the right side of your screen."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:113
msgid "Click on *login* at the bottom of the extension."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:114
msgid "Insert your database's URL then click on *Login*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:120
msgid ""
"Log into your database by entering your credentials. Skip this step if you "
"are already logged in with this browser."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:122
msgid ""
"A message asks you if you want to let Outlook access your Odoo database. "
"Click on *Allow* to complete the connection."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:126
msgid ""
"Make sure first to :ref:`enable the feature on your database "
"<outlook_extension/enable-feature>`. Failing to do so would result in an "
"*error 404 message*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:130
msgid ""
"The extension displays some information, even if you do not connect it to "
"any Odoo database. Note that only a limited amount of contact enrichment "
"requests are available as a trial, as this feature requires prepaid credits."
" See the :ref:`Pricing section <outlook_extension/pricing>` below for more "
"information."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:140
msgid ""
"The extension is **free** and doesn't require any purchase to be installed "
"and used."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:142
msgid ""
"However, this extension provides you with *Lead Enrichment* in the **Company"
" Insights** section. This service is part of a paid service known as **Lead "
"Generation**."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:145
msgid ""
"The extension allows you to test this service for free, whether you connect "
"the extension to a database or not. After a while, the extension asks you to"
" buy credits to keep using this additional service."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:155
msgid ""
"You can buy more *Lead Generation* credits to keep using this service or "
"disregard this message and keep using the extension for free without *Lead "
"Enrichment*."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:159
msgid "In-App Purchase"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:162
msgid ""
"*Lead Generation* 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/outlook_extension.rst:164
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41
msgid ""
"To buy credits, go to :menuselection:`Settings --> Contacts --> Partner "
"Autocomplete or Odoo IAP --> View My Services` and select a package."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:167
msgid ""
"If you run out of credits, the only information populated when clicking on "
"the suggested company is the website link and logo."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:171
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48
msgid ""
"Learn about our *Privacy Policy* `here "
"<https://iap.odoo.com/privacy#header_2>`_."
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:174
msgid ":doc:`../../../general/in_app_purchase/in_app_purchase`"
msgstr ""
#: ../../content/applications/sales/crm/optimize/outlook_extension.rst:175
msgid "`Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_"
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
msgid "Enrich your contacts base with Partner Autocomplete"
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
msgid ""
"Parter Autocomplete helps you to enrich your contacts database with "
"corporate data. Select one of the companies suggested in the dropdown, and "
"quickly get all the information you need."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
msgid ""
"Go to :menuselection:`Settings --> Contacts` and activate the *Partner "
"Autocomplete* feature."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18
msgid "Enrich your contacts with corporate data"
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:22
msgid ""
"From any module, once you start to create a new contact typing the name of "
"it, the system will suggest a potential match. If you select it, the contact"
" will be populated with corporate data."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23
msgid ""
"For example, after typing *Odoo*, you will get the following information:"
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:33
msgid ""
"Partner Autocomplete also works if you enter a VAT number instead of a "
"company name."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
msgid ""
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
" prepaid credits to be used. Each request will consume one credit."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:44
msgid ""
"If you run out of credits, the only information that will be populated when "
"clicking on the suggested company will be the website link and the logo."
msgstr ""
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46
msgid ""
"If you are on Odoo Online (SAAS) and you have the Enterprise version, you "
"benefit from free trial credits to test the feature."
msgstr ""
#: ../../content/applications/sales/crm/performance.rst:3
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:3
msgid "Organize the pipeline"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
msgid "Manage lost opportunities"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
msgid ""
"While working with your opportunities, you might lose some of them. You will"
" want to keep track of the reasons you lost them and also which ways Odoo "
"can help you recover them in the future."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
msgid "Mark a lead as lost"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
msgid ""
"While in your pipeline, select any opportunity you want and you will see a "
"*Mark Lost* button."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
msgid ""
"You can then select an existing *Lost Reason* or create a new one right "
"there."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
msgid "Manage & create lost reasons"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24
msgid ""
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
"Lost Reasons`."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
msgid ""
"You can select & rename any of them as well as create a new one from there."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
msgid "Retrieve lost opportunities"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32
msgid ""
"To retrieve lost opportunities and do actions on them (send an email, make a"
" feedback call, etc.), select the *Lost* filter in the search bar."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
msgid "You will then see all your lost opportunities."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
msgid ""
"If you want to refine them further, you can add a filter on the *Lost "
"Reason*."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
msgid "For Example, *Too Expensive*."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50
msgid "Restore lost opportunities"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52
msgid ""
"From the Kanban view with the filter(s) in place, you can select any "
"opportunity you wish and work on it as usual. You can also restore it by "
"clicking on *Archived*."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59
msgid ""
"You can also restore items in batch from the Kanban view when they belong to"
" the same stage. Select *Restore Records* in the column options. You can "
"also archive the same way."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
msgid "To select specific opportunities, you should switch to the list view."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
msgid ""
"Then you can select as many or all opportunities and select the actions you "
"want to take."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78
msgid ":doc:`../performance/win_loss`"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
msgid "Manage multiple sales teams"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5
msgid ""
"In Odoo, you can manage several sales teams, departments or channels with "
"specific sales processes. To do so, we use the concept of *Sales Channel*."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10
msgid "Create a new sales channel"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12
msgid ""
"To create a new *Sales Channel*, go to :menuselection:`Configuration --> "
"Sales Channels`."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:14
msgid ""
"There you can set an email alias to it. Every message sent to that email "
"address will create a lead/opportunity."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:21
msgid "Add members to your sales channel"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:23
msgid ""
"You can add members to any channel; that way those members will see the "
"pipeline structure of the sales channel when opening it. Any "
"lead/opportunity assigned to them will link to the sales channel. Therefore,"
" you can only be a member of one channel."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:28
msgid "This will ease the process review of the team manager."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:33
msgid ""
"If you now filter on this specific channel in your pipeline, you will find "
"all of its opportunities."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40
msgid "Sales channel dashboard"
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:42
msgid ""
"To see the operations and results of any sales channel at a glance, the "
"sales manager also has access to the *Sales Channel Dashboard* under "
"*Reporting*."
msgstr ""
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46
msgid ""
"It is shared with the whole ecosystem so every revenue stream is included in"
" it: Sales, eCommerce, PoS, etc."
msgstr ""
#: ../../content/applications/sales/crm/track_leads.rst:3
msgid "Assign and track leads"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
msgid "Assign leads based on scoring"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
msgid ""
"With *Leads Scoring* you can automatically rank your leads based on selected"
" criterias."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:8
msgid ""
"For example you could score customers from your country higher or the ones "
"that visited specific pages on your website."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
msgid ""
"To use scoring, install the free module *Lead Scoring* under your *Apps* "
"page (only available in Odoo Enterprise)."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:21
msgid "Create scoring rules"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
msgid ""
"You now have a new tab in your *CRM* app called *Leads Management* where you"
" can manage your scoring rules."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
msgid ""
"Here's an example for a Canadian lead, you can modify for whatever criteria "
"you wish to score your leads on. You can add as many criterias as you wish."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
msgid ""
"Every hour every lead without a score will be automatically scanned and "
"assigned their right score according to your scoring rules."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
msgid "Assign leads"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:42
msgid ""
"Once the scores computed, leads can be assigned to specific teams using the "
"same domain mechanism. To do so go to :menuselection:`CRM --> Leads "
"Management --> Team Assignation` and apply a specific domain on each team. "
"This domain can include scores."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49
msgid ""
"Further on, you can assign to a specific vendor in the team with an even "
"more refined domain."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:52
msgid ""
"To do so go to :menuselection:`CRM --> Leads Management --> Leads "
"Assignation`."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:58
msgid ""
"The team & leads assignation will assign the unassigned leads once a day."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
msgid "Evaluate & use the unassigned leads"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64
msgid ""
"Once your scoring rules are in place you will most likely still have some "
"unassigned leads. Some of them could still lead to an opportunity so it is "
"useful to do something with them."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68
msgid ""
"In your leads page you can place a filter to find your unassigned leads."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:73
msgid ""
"Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing "
"Automation` apps to send a mass email to them? You can also easily find such"
" unassigned leads from there."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3
msgid "Track your prospects visits"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5
msgid ""
"Tracking your website pages will give you much more information about the "
"interests of your website visitors."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8
msgid ""
"Every tracked page they visit will be recorded on your lead/opportunity if "
"they use the contact form on your website."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14
msgid ""
"To use this feature, install the free module *Lead Scoring* under your "
"*Apps* page (only available in Odoo Enterprise)."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21
msgid "Track a webpage"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23
msgid ""
"Go to any static page you want to track on your website and under the "
"*Promote* tab you will find *Optimize SEO*"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29
msgid "There you will see a *Track Page* checkbox to track this page."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35
msgid "See visited pages in your leads/opportunities"
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37
msgid ""
"Now each time a lead is created from the contact form it will keep track of "
"the pages visited by that visitor. You have two ways to see those pages, on "
"the top right corner of your lead/opportunity you can see a *Page Views* "
"button but also further down you will see them in the chatter."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43
msgid ""
"Both will update if the viewers comes back to your website and visits more "
"pages."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52
msgid ""
"The feature will not repeat multiple viewings of the same pages in the "
"chatter."
msgstr ""
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55
msgid "Your customers will no longer be able to keep any secrets from you!"
msgstr ""
#: ../../content/applications/sales/point_of_sale.rst:4
msgid "Point of Sale"
msgstr "POS"
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features.rst:3
msgid "Pricing Features"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:3
msgid "Using discount tags with a barcode scanner"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:5
msgid ""
"If you want to sell your products with a discount, for a product getting "
"close to its expiration date for example, you can use discount tags. They "
"allow you to scan discount barcodes."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:10
msgid "To use discount tags you will need to use a barcode scanner."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:13
msgid "Barcode Nomenclature"
msgstr "Stregkode plan"
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:15
msgid "To use discounts tags, we need to learn about barcode nomenclature."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:17
msgid ""
"Let's say you want to have a discount for the product with the following "
"barcode:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:23
msgid ""
"You can find the *Default Nomenclature* under the settings of your PoS "
"interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:32
msgid ""
"Let's say you want 50% discount on a product you have to start your barcode "
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
"before adding the product barcode. In our example, the barcode would be:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:41
msgid "Scan the products & tags"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:43
msgid "You first have to scan the desired product (in our case, a lemon)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:48
msgid ""
"And then scan the discount tag. The discount will be applied and you can "
"finish the transaction."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:3
msgid "Apply Discounts"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/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/advanced_pricing_features/discounts.rst:13
msgid "Apply manual discounts"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/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/advanced_pricing_features/discounts.rst:22
msgid "Apply a discount on a product"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:24
msgid "From your PoS session interface, use the *Disc* button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:30
msgid ""
"Then, you can input a discount over the product that is currently selected."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:34
msgid "Apply a global discount"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/discounts.rst:39
msgid ""
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
"category."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:45
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:51
msgid "Click on it and enter the wanted discount."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/discounts.rst:62
msgid "Apply time-limited discounts"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/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/advanced_pricing_features/discounts.rst:77
msgid "Create a pricelist"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/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/advanced_pricing_features/discounts.rst:92
msgid "Using a pricelist with the PoS interface"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/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/advanced_pricing_features/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/advanced_pricing_features/loyalty.rst:3
msgid "Manage a loyalty program"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:5
msgid ""
"Encourage your customers to continue to shop at your point of sale with a "
"*Loyalty Program*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:11
msgid ""
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
"Under the Pricing features, select *Loyalty Program*"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:19
msgid "From there you can create and edit your loyalty programs."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:24
msgid ""
"You can decide what type of program you wish to use, if the reward is a "
"discount or a gift, make it specific to some products or cover your whole "
"range. Apply rules so that it is only valid in specific situation and "
"everything in between."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:30
msgid "Use the loyalty program in your PoS interface"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:32
msgid ""
"When a customer is set, you will now see the points they will get for the "
"transaction and they will accumulate until they are spent. They are spent "
"using the button *Rewards* when they have enough points according to the "
"rules defined in the loyalty program."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:40
msgid ""
"You can see the price is instantly updated to reflect the pricelist. You can"
" finalize the order in your usual way."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:44
msgid ""
"If you select a customer with a default pricelist, it will be applied. You "
"can of course change it."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:3
msgid "Using Pricelists in Point of Sale"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:5
msgid ""
"You probably know the concept of happy hour: during a certain period of "
"time, the barman gives a discount on some drinks (usually 50% off or a buy "
"one get one free). When the period is over, prices go back to normal. But "
"how does that relate with Odoo?"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:10
msgid ""
"In Odoo, you can set up happy hours. Its one of the many possible uses of "
"*Pricelists*. Those *Pricelists* allow the creation of multiple prices for "
"the same product: a regular one and a special one for happy hours. Available"
" in the *PoS* app, those are really convenient."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:17
msgid "Set up Pricelists"
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:19
msgid ""
"To set up a *Pricelist*, go to :menuselection:`Point of Sale --> "
"Configuration --> Configuration` and enable the *Pricelist* feature. Then, "
"go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
" enable *Pricelist* for the *PoS*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:26
msgid ""
"Now, you can create *Pricelists* by clicking on the *Pricelists* link. Then,"
" set it up by choosing the product category you want to include in your "
"happy hour and the discount."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:33
msgid ""
"Go back to your *PoS* settings and add the Happy Hour pricelist to the list."
" You can even choose a default pricelist if needed."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:39
msgid ""
"From now on, on the *PoS* interface, a new button is available, allowing you"
" to choose among the different *pricelists* you added before."
msgstr ""
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:46
msgid ":doc:`../../sales/products_prices/prices/pricing`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm.rst:3
msgid "Fiscal Data Modules"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:3
msgid "Setting up the Fiscal Data Module with the Odoo POS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:6
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:170
msgid "Introduction"
msgstr "Introduktion"
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:8
msgid ""
"The Belgian government requires certain businesses to use a government-"
"certified device called a **Fiscal Data Module** (also known as a "
"**blackbox**). This device works together with the POS application and logs "
"certain transactions. On top of that, the used POS application must also be "
"certified by the government and must adhere to strict standards specified by"
" them. `Odoo 9 (Enterprise Edition) is a certified application "
"<http://www.systemedecaisseenregistreuse.be/systemes-certifies>`_. More "
"information concerning the Fiscal Data Module can be found on `the official "
"website <http://www.systemedecaisseenregistreuse.be/>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:20
msgid "Required hardware"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:22
msgid ""
"A government certified `Fiscal Data Module "
"<http://www.systemedecaisseenregistreuse.be/systemes-"
"certifies#FDM%20certifiés>`_ per POS, all of them should work, but the "
"Cleancash SC-B is recommended, you will also need:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:27
msgid ""
"Serial null modem cable per FDM (`example <http://www.startech.com/Cables"
"/Serial-Parallel-PS-2/DB9-DB25/10-ft-Cross-Wired-Serial-Null-Modem-Cable-"
"DB9-FM~SCNM9FM>`__)"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:29
msgid ""
"Serial-to-USB adapter per FDM (`example "
"<http://trendnet.com/products/proddetail.asp?prod=265_TU-S9>`__)"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:32
msgid "A registered IoT Box per POS configuration"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:35
msgid "Setup"
msgstr "Opsætning"
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:38
msgid "IoT Box"
msgstr "IoT Boks"
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:40
msgid ""
"In order to use a Fiscal Data Module, you will need a registered IoT Box. "
"These IoT Boxes are similar to the regular IoT Boxes we sell, but they are "
"registered with the Belgian government. This is required by law. Attempting "
"to use a Fiscal Data Module on a non-registered IoT Box will not work. You "
"can verify that the Fiscal Data Module is recognized by the IoT Box by going"
" to the *Hardware status page* via the IoT Box homepage."
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:52
msgid "Odoo"
msgstr "Odoo"
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:54
msgid ""
"An Odoo POS app can be given certified POS capabilities by installing the "
"**Belgian Registered Cash Register** app (technical name: "
"``pos_blackbox_be``). Because of government restrictions imposed on us, this"
" installation cannot be undone. After this, you will have to ensure that "
"each POS configuration has a unique registered IoT Box associated with it "
"(:menuselection:`Point of Sale --> Configuration --> Point of Sale` and "
"ensure Hardware Proxy / IoT Box and the serial number of your IoT Box is "
"set). The first time you open the Point of Sale and attempt to do a "
"transaction, you will be asked to input the PIN that you received with your "
"VAT signing card."
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:69
msgid "Certification & On-premise"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:71
msgid ""
"The certification granted by the government is restricted to the use on "
"odoo.com SaaS instance. The usage of the module from the source or a "
"modified version will **not** be certified. For on-premise users, we also "
"support the Fiscal Data Module in such installations. The main restriction "
"is that this requires an obfuscated version of the ``pos_blackbox_be`` "
"module we will provide on request for Enterprise customers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:79
msgid "Restrictions"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:81
msgid ""
"As mentioned before, in order to get certified the POS application must "
"adhere to strict government guidelines. Because of this, a certified Odoo "
"POS has some limitations not present in the non-certified Odoo POS."
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:86
msgid "Refunding is disabled"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:87
msgid "Modifying orderline prices"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:88
msgid "Creating/modifying/deleting POS orders"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:89
msgid "Selling products without a valid tax"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:90
msgid "Multiple Odoo POS configurations per IoT Box are not allowed"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:91
msgid "Using the POS without a connection to the IoT Box (and thus FDM)"
msgstr ""
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:92
msgid "Blacklisted modules: pos_discount, pos_reprint, pos_loyalty"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview.rst:3
msgid "Overview"
msgstr "Oversigt"
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:3
msgid "Getting started"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5
msgid ""
"When working with a Point of Sale application, employees want a simple, and "
"user-friendly solution. A solution that works online or offline and with any"
" device."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:9
msgid ""
"A Point of Sale system is a fully integrated application that allows any "
"transaction, automatically registers product moves in your stock, and gives "
"you real-time statistics and consolidations across all shops."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:17
msgid "Make products available in the PoS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:19
msgid ""
"To make products available for sale, go to :menuselection:`Point of Sale -->"
" Products --> Products` and open a product. In the *Sales* tab, enable "
"*Available in Point of Sale*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:28
msgid "You can also define if the product has to be weighted or not."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:31
msgid "Configure your payment methods"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:33
msgid ""
"To add a payment method, you first need to create it. Go to "
":menuselection:`Point of Sale --> Configuration --> Payment Methods` and "
"click on create. Then, you can name your payment method and set it up."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43
msgid "Dont forget your credentials for methods using a payment terminal."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:45
msgid ""
"Now, you can select the payment method in your PoS settings. To do so, go to"
" :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open"
" the PoS in which you want to include the payment method. Then, add the "
"payment method."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:55
msgid ""
"*Configuration* is the menu where you can edit all your point of sale "
"settings. Some more features are available for restaurants."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:59
msgid "Your first PoS session"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:62
msgid "Your first order"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:64
msgid "Open a new session from the dashboard by clicking on *New Session*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70
msgid "After the loading screen, you arrive on the PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:76
msgid ""
"Once an order is completed, you can register the payment. All the available "
"payment methods appear on the left of the screen. Select the payment method "
"and enter the received amount. Then, you can validate the payment."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:82
msgid "Return and refund products"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:84
msgid ""
"Having a well-thought-out return policy is key to keep customers satisfied "
"and make the process of accepting returns and refunds easy for you."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87
msgid ""
"To do that, from the PoS interface, select the product and quantity (with "
"the +/- button) that the customer wants to return. For multiple products, "
"repeat the process individually."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:94
msgid ""
"When on the payment interface, the total is negative. To end the refund, "
"process the payment and validate it."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:102
msgid "Close the PoS session"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:104
msgid ""
"To close your session at the end of the day, click on the close button on "
"the upper right corner of your screen and confirm. Now, close the session on"
" the dashboard view."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:112
msgid ""
"Its strongly advised to close your PoS session at the end of each day."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114
msgid ""
"Once a session is closed, you can see a summary of all transactions per "
"payment method. Then, click on a line to see all orders that were paid "
"during your PoS session. If everything is correct, validate the session and "
"post the closing entries."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123
msgid ""
"To connect the PoS hardware with an Odoo IoT Box, please refer to these "
"docs: :doc:`Connect an IoT Box to your database "
"</applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box "
"for the PoS </applications/productivity/iot/config/pos>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:129
msgid "View your statistics"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:131
msgid ""
"Keeping track of your sales is essential to get meaningful statistics. "
"Thats why Odoo provides analyzes about your sales."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:134
msgid ""
"To access your statistics, go to :menuselection:`Point of Sales --> "
"Reporting --> Orders`. There, you can see various statistics in graph or "
"pivot form."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:142
msgid "You can also access them through the dashboard."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:3
msgid "Register customers"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:5
msgid ""
"Registering your customers will give you the ability to grant them various "
"privileges such as discounts, loyalty program, specific communication. It "
"will also be required if they want an invoice and registering them will make"
" any future interaction with them faster."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:11
msgid "Create a customer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:13
msgid "From your session interface, use the customer button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:18
msgid "Create a new one by using this button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:23
msgid ""
"You will be invited to fill out the customer form with their information."
msgstr ""
#: ../../content/applications/sales/point_of_sale/overview/register.rst:29
msgid ""
"Use the save button when you are done. You can then select that customer in "
"any future transactions."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment.rst:3
msgid "Payment Terminals"
msgstr "Betaling terminaler"
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:3
msgid "Connect an Ingenico Payment Terminal to your PoS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.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/ingenico.rst:8
msgid ""
"Please note that Ingenico is currently only available for customers in the "
"Benelux."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:15
msgid "Connect an IoT Box"
msgstr "Forbind til en IoT boks"
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:17
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/productivity/iot/config/connect>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:22
msgid "Configure the Lane/5000 for Ingenico BENELUX"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:24
msgid ""
"Click on the F button of the terminal, then go in the :menuselection:`PoS "
"Menu --> Settings` and enter the settings password."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:27
msgid ""
"Now, click on connexion change and TCP/IP. Type the IP of your *IoT Box* "
"(you can find it on the form view of your IoT Box). Then, enter 9000 as "
"port. The terminal will restart. Once it is done, go on your *IoT Box* form "
"in Odoo and verify that the terminal has been found."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36
msgid "Configure the payment method"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:38
msgid ""
"First, go in the general settings of the POS app, and activate the Ingenico "
"setting."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:44
msgid ""
"Go back in :menuselection:`Point of Sale --> Configuration --> Point of "
"Sale`, go in the payments section and access your payment methods. Create a "
"new payment method for Ingenico, select the payment terminal option "
"Ingenico, and select your payment terminal device."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53
msgid "Pay with a payment terminal"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:55
msgid ""
"In your *PoS interface*, when processing a payment, select a *Payment "
"Method* using a payment terminal. Check that the amount in the tendered "
"column is the one that has to be sent to the payment terminal and click on "
"*Send*. When the payment is successful, the status will change to *Payment "
"Successful*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:64
msgid ""
"If you want to cancel the payment request, click on cancel. You can still "
"retry to send the payment request."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:67
msgid ""
"If there is any issue with the payment terminal, you can still force the "
"payment using the *Force Done*. This will allow you to validate the order in"
" Odoo even if the connexion between the terminal and Odoo has issues."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:73
msgid ""
"This option will only be available if you received an error message telling "
"you the connexion failed."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:76
msgid ""
"Once your payment is processed, on the payment record, youll find the type "
"of card that has been used and the transaction ID."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:3
msgid "Connect a SIX Payment Terminal to your PoS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/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/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/six.rst:18
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:16
msgid "Configure the Payment Method"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:20
msgid ""
"First, make sure that the POS Six module is installed. For this, go to "
"*Apps*, remove the \"Apps\" filter and search for \"POS Six\"."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:26
msgid ""
"Back in :menuselection:`Point of Sale --> Configuration --> Payment "
"Methods`, Create a new payment method for SIX, select the payment terminal "
"option \"SIX without IoT Box\", and enter your payment terminal IP address."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:34
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:40
msgid "Pay with a Payment Terminal"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:36
msgid ""
"In your PoS interface, at the moment of the payment, select a payment method"
" using a payment terminal. Verify that the amount in the tendered column is "
"the one that has to be sent to the payment terminal and click on *Send*. If "
"you want to cancel the payment request, click on cancel."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:44
msgid ""
"When the payment is done, the status will change to *Payment Successful*. "
"You can always reverse the last transaction by clicking on *Reverse*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/six.rst:51
msgid ""
"If there is any issue with the payment terminal, you can still force the "
"payment using the *Force Done*. This will allow you to validate the order in"
" Odoo even if the connexion between the terminal and Odoo encounters issues."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3
msgid "Connect a Vantiv Payment Terminal to your PoS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:5
msgid ""
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
"flow to your customers and ease the work of your cashiers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:9
msgid ""
"Please note MercuryPay only operates with US and Canadian banks, making this"
" procedure only suitable for North American businesses."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:18
msgid ""
"First, go in the general settings of the POS app, and activate the Vantiv "
"setting."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:24
msgid ""
"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
"go in the payments section and access your payment methods. Create a new "
"payment method for Vantiv, select the payment terminal option Vantiv, and "
"create new Vantiv credentials."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:32
msgid ""
"To create new Vantiv credentials, fill in your merchant ID and password, "
"then save. Make sure the credentials you just created are selected, then "
"save the payment method."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:42
msgid ""
"In your PoS interface, at the moment of the payment, select your Vantiv "
"payment method and… thats all."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant.rst:3
msgid "Restaurant Features"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
msgid "Print the Bill"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
msgid ""
"Use the *Bill Printing* feature to print the bill before the payment. This "
"is useful if the bill is still subject to evolve and is thus not the "
"definitive ticket."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
msgid "Configure Bill Printing"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
msgid ""
"To activate *Bill Printing*, go to :menuselection:`Point of Sale --> "
"Configuration --> Point of sale` and select your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:15
msgid ""
"Under the Bills & Receipts category, you will find *Bill Printing* option."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:22
msgid "Split a Bill"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:24
msgid "On your PoS interface, you now have a *Bill* button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:29
msgid "When you use it, you can then print the bill."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:3
msgid "Using fiscal positions in PoS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:5
msgid ""
"In Odoo, *Fiscal Positions* let you apply different taxes based on the "
"customer location. In a *Point of Sale*, such as a restaurant, it can be "
"used to apply different taxes depending if the customer eats in or takes "
"away."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:11
msgid "Set up fiscal positions for PoS"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:13
msgid ""
"To enable this feature, go to :menuselection:`Point of Sale --> "
"Configuration --> Point of Sale` and check *Fiscal Position per Order*. Now,"
" you can choose the fiscal positions you want for your *PoS*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:21
msgid "You need to create your fiscal positions before using this feature."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:24
msgid "Using fiscal positions"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:26
msgid ""
"Once on your *PoS* interface, click on the *Tax* button. Now, choose the "
"fiscal position you need for the current order."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:33
msgid "Set up a default fiscal position"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:35
msgid ""
"If you want to use a default fiscal position, meaning that a preexisting "
"value is always automatically assigned, go to :menuselection:`Point of Sale "
"--> Configuration --> Point of Sale` and enable *Fiscal Position*. Now, "
"choose one to set as the default one."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:43
msgid ""
"Now, the *tax* button is replaced by a *on site* button when on the *PoS* "
"interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
msgid "Print orders at the kitchen or bar"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
msgid ""
"To ease the workflow between the front of house and the back of the house, "
"printing the orders taken on the PoS interface right in the kitchen or bar "
"can be a tremendous help."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
msgid "Activate the bar/kitchen printer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:12
msgid ""
"To activate the *Order printing* feature, go to :menuselection:`Point of "
"Sales --> Configuration --> Point of sale` and select your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:16
msgid ""
"Under the IoT Box / Hardware Proxy category, you will find *Order Printers*."
" Note that you need an IoT Box to connect your Printer to the PoS."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:20
msgid "Add a printer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
msgid ""
"In your configuration menu you will now have a *Order Printers* option where"
" you can add the printer."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:29
msgid "Print a kitchen/bar order"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
msgid "Select or create a printer."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
msgid "Print the order in the kitchen/bar"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
msgid "On your PoS interface, you now have a *Order* button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
msgid ""
"When you press it, it will print the order on your kitchen/bar printer."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:3
msgid "Manage your tables"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:5
msgid ""
"Restaurants have specific needs that shops dont have. Thats why Odoo gives"
" restaurant owners several unique features to help them manage their "
"business in the best possible way."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:9
msgid ""
"Floor and table management, bill splitting, or even the possibility to print"
" orders from the kitchen, everything is there to help your business shine "
"and your employees to work efficiently."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:16
msgid ""
"To activate the bar/restaurant features, go to :menuselection:`Point of Sale"
" --> Configuration --> Point of Sale` and open your PoS. Now, select *Is a "
"Bar/Restaurant*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:24
msgid ""
"New features are shown with a fork and a knife next to it, indicating that "
"they are restaurant-specific."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:32
msgid "Add a floor"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:34
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/restaurant.rst:47
msgid "Dont forget to link your floor to your point of sale."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:50
msgid "Add tables"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:52
msgid ""
"To add tables, you can also open your PoS interface to see your floor(s)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:59
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/restaurant.rst:67
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/restaurant.rst:72
msgid "Register your table(s) orders"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:74
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/restaurant.rst:82
msgid "Transfer customer(s)"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:84
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/restaurant.rst:88
msgid "To do so, select the table your customer is currently on."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:94
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/restaurant.rst:103
msgid "Register an additional order"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:105
msgid ""
"When registering an order, use the + button to simultaneously proceed to "
"another one."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:108
msgid ""
"Then, you can shift between your orders and process the payment when needed."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:116
msgid "The - button allows you to remove the order you are currently on."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:3
msgid "Offer a bill-splitting option"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:5
msgid ""
"Offering an easy bill splitting solution to your customers will leave them "
"with a positive experience. That's why this feature is available out-of-the-"
"box in the Odoo Point of Sale application."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:12
msgid ""
"To activate the *Bill Splitting* feature, go to :menuselection:`Point of "
"Sales --> Configuration --> Point of sale` and select your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:16
msgid ""
"Under the Bills & Receipts category, you will find the Bill Splitting "
"option."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:23
msgid "Split a bill"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:25
msgid "In your PoS interface, you now have a *Split* button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:30
msgid ""
"When you use it, you will be able to select what that guest should had and "
"process the payment, repeating the process for each guest."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
msgid "Integrate a tip option into payment"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
msgid ""
"As it is customary to tip in many countries all over the world, it is "
"important to have the option in your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:9
msgid "Configure Tipping"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
msgid ""
"To activate the *Tips* feature, go to :menuselection:`Point of Sale --> "
"Configuration --> Point of sale` and select your PoS."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:14
msgid ""
"Under the Bills & Receipts category, you will find *Tips*. Select it and "
"create a *Tip Product* such as *Tips* in this case."
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:21
msgid "Add Tips to the bill"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:23
msgid "Once on the payment interface, you now have a new *Tip* button"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:28
msgid "Add the tip your customer wants to leave and process to the payment."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop.rst:3
msgid "Shop Features"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
msgid "Using barcodes in PoS"
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 and helps you to save time for you and your customers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:11
msgid ""
"To use a barcode scanner, go to :menuselection:`Point of Sale --> "
"Configuration --> Point of sale` and select your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:14
msgid ""
"Under the IoT Box / Hardware category, you will find *Barcode Scanner* "
"select it."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
msgid "Add barcodes to product"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:23
msgid ""
"Go to :menuselection:`Point of Sale --> Catalog --> Products` and select a "
"product."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:26
msgid ""
"Under the general information tab, you can find a barcode field where you "
"can input any barcode."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
msgid "Scanning products"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:35
msgid ""
"From your PoS interface, scan any barcode with your barcode scanner. The "
"product will be added, you can scan the same product to add it multiple "
"times or change the quantity manually on the screen."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:3
msgid "Set-up Cash Control in Point of Sale"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:5
msgid ""
"Cash control allows you to check the amount of the cashbox at the opening "
"and closing. You can thus make sure no error has been made and that no cash "
"is missing."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:10
msgid "Activate Cash Control"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:12
msgid ""
"To activate the *Cash Control* feature, go to :menuselection:`Point of Sales"
" --> Configuration --> Point of sale` and select your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:16
msgid "Under the payments category, you will find the cash control setting."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:21
msgid ""
"In this example, you can see I want to have 275$ in various denomination at "
"the opening and closing."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:24
msgid ""
"When clicking on **Opening/Closing Values** you will be able to create those"
" values."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:31
msgid "Start a session"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:33
msgid ""
"You now have a new button added when you open a session, *Set opening "
"Balance*"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:42
msgid ""
"By default it will use the values you added before, but you can always "
"modify it."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:46
msgid "Close a session"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:48
msgid ""
"When you want to close your session, you now have a *Set Closing Balance* "
"button as well."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:51
msgid ""
"You can then see the theoretical balance, the real closing balance (what you"
" have just counted) and the difference between the two."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:57
msgid ""
"If you use the *Take Money Out* option to take out your transactions for "
"this session, you now have a zero-sum difference and the same closing "
"balance as your opening balance. You cashbox is ready for the next session."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:3
msgid "Cash Rounding"
msgstr "Kontantafrunding"
#: ../../content/applications/sales/point_of_sale/shop/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/shop/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/shop/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/shop/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/shop/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/shop/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/shop/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/shop/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/shop/cash_rounding.rst:46
msgid ""
"Odoo Point of Sale only support the *Add a rounding line* rounding "
"strategies and *Half-up* rounding methods."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3
msgid "Invoice from the PoS interface"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5
msgid ""
"Some of your customers might request an invoice when buying from your Point "
"of Sale, you can easily manage it directly from the PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9
msgid "Activate invoicing"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
" select your Point of Sale:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17
msgid ""
"Under the *Bills & Receipts* you will see the invoicing option, tick it. "
"Don't forget to choose in which journal the invoices should be created."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25
msgid "Select a customer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27
msgid "From your session interface, use the customer button"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32
msgid ""
"You can then either select an existing customer and set it as your customer "
"or create a new one by using this button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38
msgid ""
"You will be invited to fill out the customer form with its information."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41
msgid "Invoice your customer"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43
msgid ""
"From the payment screen, you now have an invoice option, use the button to "
"select it and validate."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49
msgid "You can then print the invoice and move on to your next order."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52
msgid "Retrieve invoices"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54
msgid ""
"Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top"
" right corner) you will find all your orders in :menuselection:`Point of "
"Sale --> Orders --> Orders` and under the status tab you will see which ones"
" have been invoiced. When clicking on a order you can then access the "
"invoice."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3
msgid "Log in with employee"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:5
msgid ""
"With Odoo *Point of Sale*, you can manage multiple cashiers. This feature "
"allows you to keep track of who is working, when and how much each cashier "
"made for that session."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:9
msgid ""
"There are three ways to switch cashiers in Odoo: by *selecting the cashier*,"
" by *entering a PIN code* or by *scanning a barcode*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:13
msgid ""
"To manage multiple cashiers, you need several employees (at least two)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:16
msgid "Set up log in with employees"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:18
msgid ""
"To enable the feature, go to your *PoS settings* and check log in with "
"employees on your *PoS form*. Then, add the employees that have access to "
"the cash register."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:25
msgid "Now, you can switch cashier easily."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:28
msgid "Switch without pin codes"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:30
msgid ""
"The easiest way to switch cashiers is without a code. To do so, click on the"
" cashier name in your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:36
msgid "Now, you just have to click on your name."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:42
msgid "Switch cashier with pin codes"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:44
msgid ""
"You can set a pin code on each cashier. To set up a pin code, go to the "
"employee form and add a security PIN, in the *HR settings tab*."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:50
msgid "Now, when switching cashier, a PIN password will be asked."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:56
msgid "Switch cashier with barcodes"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:58
msgid ""
"You can ask your employees to log themselves with their badges. To do so, "
"set up a barcode at the same place you add the PIN code. Print the badge and"
" when they will scan it, the cashier will be switched to that employee."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:67
msgid "Find who was the cashier"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:69
msgid ""
"Once you have closed your *PoS session*, you can have an overview of the "
"amount each cashier sold for. To do so, go to the orders menu."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:75
msgid "Now, you can open the order and have a summary of the sold products."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:3
msgid "Reprint Receipts"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:5
msgid ""
"Use the *Reprint receipt* feature if you have the need to reprint a ticket."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:10
msgid ""
"To activate *Reprint Receipt*, go to :menuselection:`Point of Sale --> "
"Configuration --> Point of sale`. and select your PoS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:13
msgid ""
"Under the Bills & Receipts category, you will find *Reprint Receipt* option."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:17
msgid ""
"In order to allow the option reprint receipt, you need to activate the "
"receipt printer."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:23
msgid "Reprint a receipt"
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:25
msgid "On your PoS interface, you now have a *Reprint receipt* button."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:30
msgid "When you use it, you can then reprint your last receipt."
msgstr ""
#: ../../content/applications/sales/sales/advanced.rst:3
msgid "Advanced Topics"
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:3
msgid "How to give portal access rights to my customers?"
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:6
msgid "What is Portal access/Who is a portal user?"
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:8
msgid ""
"A portal access is given to a user who has the necessity to have access to "
"Odoo instance, to view certain documents or information in the system."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:12
msgid "For Example, a long term client who needs to view online quotations."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:14
msgid ""
"A portal user has only read/view access. He or she will not be able to edit "
"any document in the system."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:18
msgid "How to give portal access to customers?"
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:21
msgid "From Contacts Module"
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:23
msgid ""
"From the main menu, select **Contacts** menu. If the contact is not yet "
"created in the system, click on the create button to create new contact. "
"Enter details of the contact and click \"save\"."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:33
msgid ""
"Choose a contact, click on the **Action** menu in the top-center of the "
"interface and from the drop down."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:36
msgid "Select **Portal Access Management**. A pop up window appears."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:41
msgid ""
"Enter the login **email ID**, check the box under **In Portal** and add the "
"content to be included in the email in the text field box below. Click on "
"**Apply** when you're done."
msgstr ""
#: ../../content/applications/sales/sales/advanced/portal.rst:47
msgid ""
"An email will be sent to the specified email address, indicating that the "
"contact is now a portal user of the respective instance."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector.rst:3
msgid "Amazon Connector"
msgstr "Amazon forbinder"
#: ../../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 the orders between Amazon and your "
"Odoo database, which reduces considerably the amount of time spent on your "
"Amazon Seller Central dashboard, making your daily routine a lot easier."
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 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 "the products name, description and quantity"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
msgid "the shipping costs for the product"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
msgid "the gift wrapping charges"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
msgid ""
"Create on Odoo any missing partner related to an order (contact types "
"supported: contact and delivery)."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:23
msgid ""
"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:25
msgid "Support multiple seller accounts."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
msgid "Support multiple marketplaces per seller account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
msgid "Fulfilled By Amazon (FBA)"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
msgid "Fulfilled By Merchant (FBM)"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
msgid "**Orders**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
msgid "Synchronize shipped and canceled orders"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
msgid "Synchronize unshipped and canceled orders"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
msgid "**Shipping**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
msgid "Charges"
msgstr "Gebyrer"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
msgid "Delivery created"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "**Gift Wrapping**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
msgid "Handled by Amazon"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "Gift wrapping charges"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
msgid "Gift message"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid "**Stock Management**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid "One stock move created per sales order item"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid "Handled by the delivery"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
msgid "**Confirmation**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
msgid "Notify Amazon when confirming delivery"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
msgid ""
"The connector is designed to synchronize orders' data as detailed above. "
"Other actions, such as downloading monthly fees reports, handling disputes, "
"or issuing refunds must be managed from Amazon Seller Central, as usual."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:55
msgid "Supported Marketplaces"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:57
msgid ""
"The Amazon Connector currently supports 9 marketplaces. If a marketplace is "
"not listed below, it may be possible for you to :ref:`add it as an "
"unsupported marketplace <amazon/add-unsupported-marketplace>`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:62
msgid "**North America region**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:64
msgid "Canada"
msgstr "Canada"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:64
msgid "Amazon.ca"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
msgid "Mexico"
msgstr "Mexico"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
msgid "Amazon.com.mx"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:68
msgid "US"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:68
msgid "Amazon.com"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:72
msgid "**Europe region**"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:74
msgid "Germany"
msgstr "Tyskland"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:74
msgid "Amazon.de"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:76
msgid "Spain"
msgstr "Spanien"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:76
msgid "Amazon.es"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:78
msgid "France"
msgstr "Frankrig"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:78
msgid "Amazon.fr"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:80
msgid "UK"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:80
msgid "Amazon.co.uk"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:82
msgid "Italy"
msgstr "Italien"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:82
msgid "Amazon.it"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:84
msgid "Netherlands"
msgstr "Holland"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:84
msgid "Amazon.nl"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:88
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:98
msgid ":doc:`setup`"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:89
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:162
msgid ":doc:`manage`"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
msgid "Manage Amazon orders in Odoo"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
msgid "Synchronization of orders"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
msgid ""
"Orders are automatically fetched from Amazon and synchronized in Odoo at "
"regular intervals. The synchronization is based on the Amazon status: only "
"orders whose status has changed since the last synchronization are fetched "
"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and "
"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the "
"same is done for **Unshipped** and **Canceled** orders. For each "
"synchronized order, a sales order and a customer are created in Odoo if they"
" are not yet registered."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
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:19
msgid ""
"To force the synchronization of an order whose status has not changed since "
"the last synchronization, activate the :doc:`Developer mode "
"</applications/general/developer_mode>`, navigate to your Amazon account and"
" modify the date under :menuselection:`Orders Follow-up --> Last Order "
"Sync`. Pick a date anterior to the last status change of the order that you "
"wish to synchronize and save."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26
msgid ""
"To synchronize immediately the orders of your Amazon account switch to "
":doc:`Developer mode </applications/general/developer_mode>`, head to your "
"Amazon account and click on **SYNC ORDERS**. The same can be done with "
"pickings by clicking on **SYNC PICKINGS**."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:31
msgid "Manage deliveries in FBM"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:33
msgid ""
"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a "
"picking is created along with the sales order and the customer. You can "
"either ship all the ordered products to your customer at once or ship "
"products partially by using backorders."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:37
msgid ""
"When a picking related to the order is confirmed, a notification is sent to "
"Amazon who will, in turn, notify the customer that the order (or a part of "
"it) is on its way."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:41
msgid "Follow deliveries in FBA"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:43
msgid ""
"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
"move is recorded for each sales order item so that it is saved in your "
"system. Inventory managers can find such moves in :menuselection:`Inventory "
"--> Reporting --> Product Moves`. They pick up products in a specific "
"inventory location called **Amazon**. This location represents your stock in"
" Amazon's warehouses and allows you to manage the stock of your products "
"under the FBA program."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:50
msgid ""
"To follow your Amazon (FBA) stock in Odoo, you can make an inventory "
"adjustment after replenishing it. You can also trigger an automated "
"replenishment from reordering rules on the Amazon location."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:55
msgid ""
"The Amazon location is configurable by Amazon account managed in Odoo. All "
"accounts of the same company use the same location by default. It is however"
" possible to follow the stock by marketplace. First, remove the marketplace "
"for which you want to follow the stock separately from the list of "
"synchronized marketplaces. Then, create another registration for this "
"account and remove all marketplaces, except the one to isolate from the "
"others. Finally, assign another stock location to the second registration of"
" your account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:63
msgid "Issue invoices and register payments"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65
msgid ""
"You can issue invoices for Amazon orders in Odoo. Click **Create Invoice** "
"in the sales order to do so. You can also do it in batch from the list view "
"of orders. Then, confirm and send the invoices to your customers."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70
msgid ""
"To display only Amazon-related orders on the list view, you can filter "
"orders based on the sales team."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:73
msgid ""
"As the customer has paid Amazon as an intermediary, you should register "
"invoice payments in a payment journal dedicated to Amazon (e.g. Amazon "
"Payments, with a dedicated intermediary account). You can do the same with "
"the vendor bill received from Amazon and dedicated to commissions. When you "
"receive the balance on your bank account at the end of the month and record "
"your bank statements in Odoo, you simply credit the Amazon intermediary "
"account by the amount received."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80
msgid "Follow your Amazon sales in sales reporting"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:82
msgid ""
"As a sales team is set on your account under the tab **Order Follow-up**, "
"this helps you give quick glances at the figures in just a few clicks in "
"Sales reporting. By default, your account's sales team is shared between all"
" of your company's accounts."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:86
msgid ""
"If you wish, you can change the sales team on your account for another to "
"perform a separate reporting for the sales of this account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:90
msgid ""
"It is also possible to perform reporting on a per-marketplace basis in a "
"similar fashion. First, remove the marketplace you wish to track separately "
"from the list of synchronized marketplaces. Then, create another "
"registration for this account and remove all marketplaces, except the one to"
" isolate from the others. Finally, assign another sales team to one of the "
"two registrations of your account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:97
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:161
msgid ":doc:`features`"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
msgid "Configure Amazon Connector in Odoo"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:6
msgid "Generate an Authorization Token in Seller Central"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:10
msgid ""
"The Amazon Connector uses an Authorization Token that allows Odoo to fetch "
"data from your Amazon Seller Central account. This token can be obtained "
"directly through Seller Central in a few clicks and needs to be set up in "
"your Odoo database configuration."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:14
msgid ""
"Connect to your Seller Central account for the marketplace you initially "
"signed up (e.g. if you created your account on Amazon Germany, go to `Amazon"
" Seller Central for Germany <https://sellercentral.amazon.de>`_) with an "
"administrator account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:19
msgid ""
"You might need to use the *main* (or first) administrator account and not "
"one added subsequently."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:22
msgid ""
"In the main menu, select :menuselection:`Apps & Services --> Manage Your "
"Apps`; in the page that displays, click on the ``Authorize new developper`` "
"button:"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:28
msgid "Fill in the form depending on your Marketplace:"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:33
msgid ""
"If your seller account is registered in the **North America** region, use "
"these values:"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:35
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:40
msgid "Developer's Name: ``Odoo S.A.``"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:36
msgid "Developer ID: ``586127723692``"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:38
msgid "For the **Europe** region, use these values:"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:41
msgid "Developer ID: ``579095187166``"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:43
msgid ""
"Amazon will then inform you that by submitting the form, you are giving "
"access to your Seller Central Information to Odoo S.A."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:47
msgid ""
"Odoo S.A. is unable to access your Amazon account's information without the "
"Authorization Token which is stored in your Odoo database - we do not store "
"these tokens on our platform directly and are therefore unable to access "
"your account's information outside of the Amazon Connector normal flows."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:53
msgid "Register your Amazon account in Odoo"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:57
msgid ""
"To register your seller account in Odoo, navigate to :menuselection:`Sales "
"--> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
"Accounts` and click on **CREATE**."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:60
msgid ""
"The **Seller ID** can be found in Seller Central under the link **Your "
"Merchant Token** on the **Seller Account Information** page. The "
"**Authorization Token** is the one you generated in the :ref:`previous step "
"<amazon/generate_auth_token>`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:64
msgid ""
"Upon saving, your credentials are checked. In case of issues, an error will "
"be displayed - the information cannot be saved until your credentials are "
"recognized by Amazon."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:67
msgid ""
"Once the account is registered, the marketplaces available to this account "
"are synchronized and listed under the **Marketplaces** tab. If you wish, you"
" can remove some items from the list of synchronized marketplaces to disable"
" their synchronization."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:72
msgid "Match database products in Amazon"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:74
msgid ""
"When an Amazon order is synchronized, up to three sales order items are "
"created in Odoo for each product sold on Amazon: one for the marketplace "
"product, 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:80
msgid ""
"The selection of a database product for a sales order item is done by "
"matching its **internal reference** with the **SKU** for marketplace items, "
"the **shipping code** for delivery charges, and the **gift wrapping** code "
"for gift wrapping charges."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:84
msgid ""
"For marketplace products, pairings are saved as **Amazon Offers** which are "
"listed under the **Offers** stat button on the account form. Offers are "
"automatically created when the pairing is established and are 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:90
msgid ""
"It is possible to force the pairing of a marketplace item with a specific "
"product by changing either the product or the SKU of an offer. The offer can"
" be manually created if it was not automatically done yet. This is useful if"
" you do not use the internal reference as the SKU or if you sell the product"
" under different conditions."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:95
msgid ""
"If no database product with a matching internal reference is found for a "
"given SKU or gift wrapping code, a default database product **Amazon Sale** "
"is used. The same is done with the default product **Amazon Shipping** and "
"the shipping code."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:100
msgid ""
"To modify the default products, activate the :doc:`Developer mode "
"</applications/general/developer_mode>` and navigate to "
":menuselection:`Sales --> Configuration --> Settings --> Connectors --> "
"Amazon Sync --> Default Products`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:106
msgid "Configure taxes of products"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:108
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. Make sure to have set the correct taxes on your products in"
" Odoo or to have it done by a fiscal position, to avoid discrepancies in the"
" subtotals between Seller Central and Odoo."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:114
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 from that on "
"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:121
msgid "Add an unsupported marketplace"
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:123
msgid ""
"Some Amazon Marketplaces, such as Amazon Brazil, are not officially "
"supported by Odoo but might be compatible with your seller account. These "
"marketplaces can be added manually should you wish to use them. See "
":ref:`here <amazon/supported-marketplaces>` for the exhaustive list of "
"natively supported marketplaces."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:129
msgid ""
"To find out if a marketplace is eventually compatible, check the `Amazon "
"Documentation "
"<https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_."
" The marketplace must belong to the same region as that of your seller "
"account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:133
msgid ""
"To add a new marketplace, you must first enable :doc:`Developer mode "
"</applications/general/developer_mode>`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:136
msgid ""
"Once that is done, go to :menuselection:`Sales --> Configuration --> "
"Settings --> Connectors --> Amazon Sync --> Amazon Marketplaces`."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:139
msgid ""
"From there, you can create a new marketplace record. You will need the "
"Marketplace ID and Endpoint for your marketplace as described in the `Amazon"
" Documentation "
"<https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:143
msgid ""
"Set the name of the record to ``Amazon.<domain>`` to easily retrieve it (for"
" instance: ``Amazon.se``). The **Code**, **Domain** and **API Identifier** "
"fields should respectively hold the *Country Code*, *Amazon MWS Endpoint* "
"and *MarketplaceId* values from the Amazon Documentation."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:147
msgid ""
"Once the marketplace is saved, you should then update the Amazon Account "
"configuration by going to :menuselection:`Sales --> Configuration --> "
"Settings --> Connectors --> Amazon Sync --> Amazon Accounts`, open the "
"account on which you wish to use the new marketplace, go to the "
"**Marketplaces** tab and click on **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 your seller account."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:156
msgid ""
"As manually added marketplaces are not officially supported by Odoo, there "
"is no guarantee that adding one as described above will work, nor can this "
"be considered as a bug when contacting Odoo Support."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector.rst:3
msgid "eBay Connector"
msgstr "eBar forbinder"
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
msgid "How to list a product?"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6
msgid "Listing without variation"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8
msgid ""
"In order to list a product, you need to check the **use eBay** field on a "
"product form. The eBay tab will be available."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
msgid ""
"When the **Use Stock Quantity** field is checked, the quantity sets on eBay "
"will be the Odoo **Forecast Quantity**."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
msgid ""
"The **Description Template** allows you to use templates for your listings. "
"The default template only use the **eBay Description** field of the product."
" You can use html inside the **Description Template** and in the **eBay "
"Description**."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21
msgid ""
"To use pictures in your listing, you need to add them as **Attachments** on "
"the product template."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24
msgid "Listing with variations"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26
msgid ""
"When the **use eBay** on a product with variations is checked and with "
"**Fixed Price** as **Listing Type**, the eBay form is sligthly different. In"
" the variants array, you can choose which variant will be listed on eBay as "
"well as set the price and the quantity for each variant."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
msgid "Listing with item specifics"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
msgid ""
"In order to add item specifics, you should create a product attribute with "
"one value in the **Variants** tab on the product form."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44
msgid "Product Identifiers"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46
msgid ""
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
"the eBay category. The module manages the EAN and UPC identifiers with the "
"**Barcode** field of the product variant. If the **Barcode** field is empty "
"or is value is not valid, the EAN and UPC values will be set as 'Does not "
"apply' as recommended by eBay. The Brand and MPN values are working as item "
"specifics and should be define in the **Variants** tab on the product form. "
"If theses values are not set, 'Does not apply' will be used for the eBay "
"listing."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
msgid "How to configure eBay in Odoo?"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
msgid "Create eBay tokens"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
msgid ""
"In order to create your tokens, you need to create a developer account on "
"the `developer portal <https://go.developer.ebay.com/>`_. Once you are "
"logged in, you can create **Sandbox Keys** and **Production Keys** by "
"clicking on the adequate buttons."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16
msgid ""
"After the creation of the keys, you can get the user token. To do so, click "
"on the **Get a User Token** link in the bottom of the page. Go through the "
"form, log in with you eBay account and you will get the keys and token "
"needed to configure the module in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
msgid "Set up tokens in Odoo?"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
msgid ""
"To set up the eBay integration, go to :menuselection:`Sales --> "
"Configuration --> Settings`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
msgid ""
"First choose if you want to use the production or the sandbox eBay Site. "
"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert "
"Key**. Apply the changes."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
msgid ""
"Once the page is reloaded, you need to synchronize information from eBay. "
"Push on **Sync countries and currencies**, then you can fill in all the "
"other fields."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
msgid ""
"When all the fields are filled in, you can synchronize the categories and "
"the policies by clicking on the adequate buttons."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
msgid "Using the updated synchronisation method"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
msgid ""
"If you have a lot of products, the eBay API can sometimes refuse some "
"synchronization calls due to a time-based limit on the number of requests "
"that eBay enforces."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45
msgid ""
"To fix this issue, a new implementation mechanism has been developped; "
"however this updated mechanism is disabled by default to avoid having the 2 "
"systems running in parallel in existing installations."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49
msgid "To switch to the new synchronization mechanism:"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
msgid ""
"Enable the :doc:`Developer mode </applications/general/developer_mode>`."
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52
msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53
msgid ""
"Archive the old synchronization actions (both are named *Ebay: update "
"product status*)"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54
msgid ""
"Activate the new synchronization actions (*Ebay: get new orders* which runs "
"every 15min by default and *Ebay: synchronise stock (for 'get new orders' "
"synchronisation)* which runs once a day per default)"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55
msgid ""
"Ensure that the **Next Execution Date** for both these actions are in the "
"near future"
msgstr ""
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:57
msgid ""
"Starting with the next execution date, the new method will be used instead "
"of the old one."
msgstr ""
#: ../../content/applications/sales/sales/invoicing.rst:3
msgid "Invoicing Method"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
msgid "Request a down payment"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
msgid ""
"A down payment is a partial payment made by the buyer when a sales contract "
"is concluded. This implies both parties' full commitment (seller and buyer) "
"to honor the contract. With a down payment, the buyers show their will to "
"acquire the product and agree to pay the rest later, while the sellers are "
"obliged to provide the goods by accepting it."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:10
msgid ""
"Sometimes a down payment is required for expensive orders or projects. That "
"way, you can protect yourself and make sure that your customer is reliable."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:14
msgid "First time you request a down payment"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:16
msgid ""
"When a sales order is confirmed, you then have the possibility to create an "
"invoice. Invoices are automatically created in drafts so that you can review"
" them before validation. To create an invoice, Odoo Sales offers you 3 "
"options:"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:20
msgid "Regular invoice"
msgstr "Almindelig faktura"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:21
msgid "Down payment (percentage)"
msgstr "Aconto (procent)"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:22
msgid "Down payment (fixed amount)"
msgstr "Aconto (fast beløb)"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
msgid ""
"In terms of down payment, it can either be a fixed amount or a percentage of"
" the total amount. The first time you request a down payment, you can set a "
"percentage or a fixed amount of your choice, and select the right income "
"account and taxes. These settings will be reused for future down payments."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
msgid ""
"When you request your first down payment, a new product called **Down "
"payment** will be created. This product will be registered as a **service** "
"product with an invoicing policy of **ordered quantities**. As a reminder, "
"you can edit this product and modify it at any time. Please note that if you"
" choose **delivered quantities** as invoicing policy, **you will not be able"
" to create an invoice**."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:41
msgid "Basic sales flow using down payments"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
msgid ""
"For this first example, we will use a 50% amount down payment with a product"
" using **ordered quantities** as invoicing policy. Make sure to check out "
"our documentation about invoicing policies here: :doc:`invoicing_policy` , "
"before requesting your first down payment. When it comes to create and view "
"the invoice, you will only have access to a draft invoice mentioning the "
"down payment (as you can see below)."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:53
msgid ""
"There, you can post the invoice and register the payment of your customer. "
"But, we all know that in real life this flow does not happen immediately. "
"So, for now, you can return to the sales order. There, you will have the "
"possibility to see the order as a customer with the **Customer preview** "
"button or to reach easily the previous draft invoice with the **Invoice** "
"button. In any case, the down payment will be mentioned on both (sales order"
" and draft invoice)."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:63
msgid ""
"To complete the flow, when the customer wants to pay the rest of his sales "
"order, you must create another invoice. Once again, you will have the choice"
" to make another down payment or to deduct all the down payments and so, "
"paying the rest of the invoice as a regular invoice."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
msgid ""
"This flow is also possible with a down payment taking into account a fixed "
"amount."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:74
msgid ""
"Be careful that if you do a down payment with a product using **delivered "
"quantities** as invoicing policy, you wont be able to deduct all the down "
"payments when it comes to invoicing your customer. Indeed, you have to "
"deliver a product before creating the final invoice. If nothing has been "
"delivered, you create a **credit note** that cancels the draft invoice "
"created after the down payment. To do so, you have to install the "
"**Inventory App** to confirm the delivery. Otherwise, you can enter the "
"delivered quantity manually on the sales order."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
msgid "Modify the income account and customer taxes"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:84
msgid "From the products list, search for the **Down Payment** product."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:90
msgid ""
"You can edit it and under the **General Information Tab** you will be able "
"to change the customer taxes. Now, to change the income account, you will "
"need to install the **Accounting App** to have the possibility to see the "
"**Accounting Tab** on the product form."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
msgid ":doc:`invoicing_policy`"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
msgid "Re-invoice expenses to customers"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
msgid ""
"It often happens that your employees have to spend their personal money "
"while working on a project for your client. Let's take the example of an "
"consultant paying an hotel to work on the site of your client. As a company,"
" you would like to be able to invoice that expense to your client."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:12
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:64
msgid "Expenses configuration"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:14
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:66
msgid ""
"To track & invoice expenses, you will need the expenses app. Go to "
":menuselection:`Apps --> Expenses` to install it."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
msgid ""
"You should also activate the analytic accounts feature to link expenses to "
"the sales order, to do so, go to :menuselection:`Invoicing --> Configuration"
" --> Settings` and activate *Analytic Accounting*."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:74
msgid "Add expenses to your sales order"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:76
msgid ""
"From the expense app, you or your consultant can create a new one, e.g. the "
"hotel for the first week on the site of your customer."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:27
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:79
msgid ""
"You can then enter a relevant description and select an existing product or "
"create a new one from right there."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:33
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:85
msgid "Here, we are creating a *Hotel* product:"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:38
msgid ""
"Under the invoicing tab, select *Delivered quantities* and either *At cost* "
"or *Sales price* as well depending if you want to invoice the cost of your "
"expense or a previously agreed on sales price."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:45
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:97
msgid ""
"To modify or create more products go to :menuselection:`Expenses --> "
"Configuration --> Expense products`."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:100
msgid ""
"Back on the expense, add the original sale order in the expense to submit."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:106
msgid "It can then be submitted to the manager, approved and finally posted."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/expense.rst:65
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:117
msgid "It will then be in the sales order and ready to be invoiced."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
msgid "Invoice based on delivered or ordered quantities"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
msgid ""
"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 **default mode** in Odoo "
"Sales, which means that customers will be invoiced once the sales order is "
"confirmed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:10
msgid ""
"The **Invoice what is delivered** rule will invoice customers once the "
"delivery is done. This rule concerns businesses that sell materials, liquids"
" or food in large quantities. In these cases, the quantity might diverge a "
"little bit and it is, therefore, preferable to invoice the quantity actually"
" delivered."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:15
msgid ""
"Being able to have different invoicing options allow you more flexibility. "
"Indeed, you need to know exactly how to invoice your customers for different"
" situations."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
msgid "Activate these features"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:21
msgid ""
"Go to :menuselection:`Sales --> Configuration --> Settings` and under "
"**Invoicing policy** choose the rule you want to apply."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:30
msgid ""
"If you decide to choose the **Invoice what is delivered** rule, you will not"
" be able to activate the feature called **Automatic invoice**, which "
"automatically generates invoices when the online payment is confirmed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:35
msgid "Choose an invoicing policy on a product form"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:37
msgid ""
"From any product page, under the **Sales tab**, you will find the invoicing "
"policy, which can be manually changed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:46
msgid "Impact on sales flow"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:48
msgid ""
"On Odoo Sales, the basic sales flow will be to create a quotation, send it "
"to your customer, wait for confirmation, confirm the sales order and create "
"an invoice."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
msgid ""
"**Invoice what is ordered**: No impact on this basic sales flow. Indeed, you"
" can invoice as soon as the sale is confirmed."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:54
msgid ""
"**Invoice what is delivered**: Small impact on sales flow because you will "
"have to manually enter the delivered quantity on the sales order or to "
"install the **Inventory App** to confirm the delivered quantity before "
"creating an invoice, with the **Sales App**. Indeed, if you try to create an"
" invoice without validating the delivered quantity, you will receive an "
"error message as below."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:65
msgid ""
"Once the quotation is confirmed and that the status went from **Quotation "
"sent** to **Sales order**, you are able to see your delivered and invoiced "
"quantities directly from your sales order (it is true for both rules)."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:74
msgid ""
"Odoo will automatically add the quantities to the invoice (even if it is a "
"partial delivery)."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:76
msgid ""
"Finally, to create an invoice, you will have different possibilities: "
"regular invoice or down payment (percentage or fixed amount)."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
msgid ""
"Be sure to check out our documentation about down payment here: "
":doc:`down_payment`, to master this incredible feature."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
msgid "Invoice project milestones"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
msgid ""
"Milestone invoicing can be used for expensive or large-scale projects, with "
"each milestone representing a clear sequence of work that will incrementally"
" build up to the completion of the contract. This invoicing method is "
"comfortable both for the company which is ensured to get a steady cash flow "
"throughout the project lifetime and for the client who can monitor the "
"project's progress and pay in several installments."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:13
msgid "Create milestone products"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:15
msgid ""
"In Odoo, each milestone of your project is considered as a product. To "
"configure products to work this way, go to any product form."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
msgid ""
"You have to set the product type as *Service* under general information and "
"select *Milestones* in the sales tab."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:25
msgid "Invoice milestones"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:27
msgid ""
"From the sales order, you can manually edit the quantity delivered as you "
"complete a milestone."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/milestone.rst:33
msgid "You can then invoice that first milestone."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
#: ../../content/applications/sales/sales/invoicing/proforma.rst:22
msgid "Send a pro-forma invoice"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
msgid ""
"A pro-forma invoice is an abridged or estimated invoice in advance of a "
"delivery of goods. It notes the kind and quantity of goods, their value, and"
" other important information such as weight and transportation charges. Pro-"
"forma invoices are commonly used as preliminary invoices with a quotation, "
"or for customs purposes in importation. They differ from a normal invoice in"
" not being a demand or request for payment."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:13
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
msgid "Activate the feature"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:15
msgid ""
"Go to :menuselection:`SALES --> Configuration --> Settings` and activate the"
" *Pro-Forma Invoice* feature."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:24
msgid ""
"From any quotation or sales order, you know have an option to send a pro-"
"forma invoice."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/proforma.rst:30
msgid ""
"When you click on send, Odoo will send an email with the pro-forma invoice "
"in attachment."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:3
msgid "Sell subscriptions"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:5
msgid ""
"Selling subscription products will give you predictable revenue, making "
"planning ahead much easier."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:9
msgid "Make a subscription from a sales order"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:11
msgid ""
"From the sales app, create a quotation to the desired customer, and select "
"the subscription product your previously created from the Subscriptions App."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:14
msgid ""
"When you confirm the sale the subscription will be created automatically. "
"You will see a direct link from the sales order to the Subscription in the "
"upper right corner."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
msgid "Invoice based on time and materials"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
msgid ""
"Time and Materials is generally used in projects in which it is not possible"
" to accurately estimate the size of the project, or when it is expected that"
" the project requirements would most likely change."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:9
msgid ""
"This is opposed to a fixed-price contract in which the owner agrees to pay "
"the contractor a lump sum for the fulfillment of the contract no matter what"
" the contractors pay their employees, sub-contractors, and suppliers."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:14
msgid ""
"For this documentation I will use the example of a consultant, you will need"
" to invoice their time, their various expenses (transport, lodging, ...) and"
" purchases."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:19
msgid "Invoice time configuration"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
msgid ""
"To keep track of progress in the project, you will need the *Project* app. "
"Go to :menuselection:`Apps --> Project` to install it."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:24
msgid ""
"In *Project* you will use timesheets, to do so go to :menuselection:`Project"
" --> Configuration --> Settings` and activate the *Timesheets* feature."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:32
msgid "Invoice your time spent"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:34
msgid ""
"From a product page set as a service, you will find two options under the "
"invoicing tab, select both *Timesheets on tasks* and *Create a task in a new"
" project*."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:41
msgid "You could also add the task to an existing project."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
msgid ""
"Once confirming a sales order, you will now see two new buttons, one for the"
" project overview and one for the current task."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:49
msgid ""
"You will directly be in the task if you click on it, you can also access it "
"from the *Project* app."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
msgid ""
"Under timesheets, you can assign who works on it. You can or they can add "
"how many hours they worked on the project so far."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
msgid "From the sales order, you can then invoice those hours."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
msgid ""
"You should also activate the analytic accounts feature to link expenses to "
"the sales order, to do so, go to :menuselection:`Accounting --> "
"Configuration --> Settings` and activate *Analytic Accounting*."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:90
msgid ""
"under the invoicing tab, select *Delivered quantities* and either *At cost* "
"or *Sales price* as well depending if you want to invoice the cost of your "
"expense or a previously agreed on sales price."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:120
msgid "Invoice purchases"
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
msgid ""
"The last thing you might need to add to the sale order is purchases made for"
" it."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:125
msgid ""
"You will need the *Purchase Analytics* feature, to activate it, go to "
":menuselection:`Invoicing --> Configuration --> Settings` and select "
"*Purchase Analytics*."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:129
msgid ""
"While making the purchase order don't forget to add the right analytic "
"account."
msgstr ""
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:135
msgid ""
"Once the PO is confirmed and received, you can create the vendor bill, this "
"will automatically add it to the SO where you can invoice it."
msgstr ""
#: ../../content/applications/sales/sales/products_prices.rst:3
msgid "Products & Prices"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices.rst:3
msgid "Manage your pricing"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
msgid "How to sell in foreign currencies"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
msgid "Pricelists can also be used to manage prices in foreign currencies."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:7
msgid ""
"Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> "
"Settings`. As admin, you need *Adviser* access rights on "
"Invoicing/Accounting apps."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:10
msgid ""
"Create one pricelist per currency. A new *Currency* field shows up in "
"pricelist setup form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
msgid ""
"To activate a new currency, go to :menuselection:`Accounting --> "
"Configuration --> Currencies`, select it in the list and press *Activate* in"
" the top-right corner. Now it will show up in currencies drop-down lists."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:17
msgid "Prices in foreign currencies can be defined in two fashions."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:20
msgid "Automatic conversion from public price"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:22
msgid ""
"The public price is in your company's main currency (see "
":menuselection:`Accounting --> Settings`) and is set in product detail form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:28
msgid ""
"The conversion rates can be found in :menuselection:`Accounting --> "
"Configuration --> Currencies`. They can be updated from Yahoo or the "
"European Central Bank at your convenience: manually, daily, weekly, etc. See"
" :menuselection:`Accounting --> Settings`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:40
msgid "Set your own prices"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
msgid ""
"This is advised if you don't want your pricing to change along with currency"
" rates."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:49
msgid ":doc:`pricing`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
msgid "How to adapt your prices to your customers and apply discounts"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
msgid ""
"Odoo has a powerful pricelist feature to support a pricing strategy tailored"
" to your business. A pricelist is a list of prices or price rules that Odoo "
"searches to determine the suggested price. You can set several critarias to "
"use a specific price: periods, min. sold quantity (meet a minimum order "
"quantity and get a price break), etc."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9
msgid ""
"As pricelists only suggest prices, they can be overridden by vendors "
"completing sales orders. Choose your pricing strategy from "
":menuselection:`Sales --> Settings`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:18
msgid ""
"*A single sale price per product :* doesn't let you adapt prices, it use "
"default product price ;"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:19
msgid ""
"*Different prices per customer segment :* you will set several prices per "
"products ;"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
msgid ""
"*Advanced pricing based on formula :* will let you apply discounts, margins "
"and roundings."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:23
msgid "Several prices per product"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
msgid ""
"To apply several prices per product, select *Different prices per customer "
"segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab "
"in the product detail form. You can settle following strategies."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:30
msgid "Prices per customer segment"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:32
msgid ""
"Create pricelists for your customer segments: e.g. registered, premium, etc."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:37
msgid ""
"The default pricelist applied to any new customer is *Public Pricelist*. To "
"segment your customers, open the customer detail form and change the *Sale "
"Pricelist* in the *Sales & Purchases* tab."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
msgid "Temporary prices"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:47
msgid "Apply deals for bank holidays, etc. Enter start and end dates dates."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
msgid ""
"Make sure you have default prices set in the pricelist outside of the deals "
"period. Otherwise you might have issues once the period over."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57
msgid "Prices per minimum quantity"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63
msgid ""
"The prices order does not matter. The system is smart and applies first "
"prices that match the order date and/or the minimal quantities."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:67
msgid "Discounts, margins, roundings"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69
msgid ""
"*Advanced pricing based on formula* allows to set price change rules. "
"Changes can be relative to the product list/catalog price, the product cost "
"price, or to another pricelist. Changes are calculated via discounts or "
"surcharges and can be forced to fit within floor (minumum margin) and "
"ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar"
" or multiple of either (nearest 5 cents, nearest 10 dollars)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:76
msgid ""
"Once installed go to :menuselection:`Sales --> Configuration --> Pricelists`"
" (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use "
"e-Commerce)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:84
msgid ""
"Each pricelist item can be associated to either all products, to a product "
"internal category (set of products) or to a specific product. Like in second"
" option, you can set dates and minimum quantities."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91
msgid ""
"Once again the system is smart. If a rule is set for a particular item and "
"another one for its category, Odoo will take the rule of the item."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:93
msgid "Make sure at least one pricelist item covers all your products."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95
msgid "There are 3 modes of computation: fix price, discount & formula."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100
msgid "Here are different price settings made possible thanks to formulas."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:103
msgid "Discounts with roundings"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105
msgid "e.g. 20% discounts with prices rounded up to 9.99."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111
msgid "Costs with markups (retail)"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113
msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
msgid "Prices per country"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120
msgid ""
"Pricelists can be set by countries group. Any new customer recorded in Odoo "
"gets a default pricelist, i.e. the first one in the list matching the "
"country. In case no country is set for the customer, Odoo takes the first "
"pricelist without any country group."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:123
msgid "The default pricelist can be replaced when creating a sales order."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125
msgid "You can change the pricelists sequence by drag & drop in list view."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
msgid "Compute and show discount % to customers"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:130
msgid ""
"In case of discount, you can show the public price and the computed discount"
" % on printed sales orders and in your eCommerce catalog. To do so:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132
msgid ""
"Check *Allow discounts on sales order lines* in :menuselection:`Sales --> "
"Configuration --> Settings --> Quotations & Sales --> Discounts`."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133
msgid "Apply the option in the pricelist setup form."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:140
msgid ":doc:`currencies`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141
msgid ":doc:`/applications/websites/ecommerce/maximizing_revenue/pricing`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products.rst:3
msgid "Manage your products"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
msgid "How to import Products with Categories and Variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
msgid ""
"Import templates are provided in the **Import Tool** of the most common data"
" to import (contacts, products, bank statements, etc.). You can open them "
"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, "
"etc.)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:11
msgid "How to customize the file"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:13
msgid ""
"Remove columns you don't need. However, we advise you to not remove the *ID*"
" column (see why below)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:15
msgid ""
"Set a unique ID to every single record by dragging down the ID sequencing."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:16
msgid ""
"Don't change the labels of columns you want to import. Otherwise, Odoo won't"
" recognize them anymore, and you will have to map them on your own in the "
"import screen."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
msgid ""
"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo "
"fails in matching the column name with a field, you can match it manually "
"when importing by browsing a list of available fields."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:24
msgid "Why an “ID” column?"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:26
msgid ""
"The ID is a truly unique identifier for the line item. Feel free to use one"
" of your previous software to ease the transition into Odoo."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:29
msgid ""
"Setting an ID is not mandatory when importing, but it helps in many cases:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:31
msgid ""
"Update imports: you can import the same file several times without creating "
"duplicates."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:32
msgid "Import relation fields (see here below)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
msgid "How to import relation fields"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:37
msgid ""
"An Odoo object is always related to many other objects (e.g., a product is "
"linked to product categories, attributes, vendors, etc.). To import those "
"relations, you need to import the records of the related object first from "
"their own list menu."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/import.rst:41
msgid ""
"You can do this using the name of the related record or its ID. The ID is "
"expected when two records have the same name. In such a case, add \" / ID\" "
"at the end of the column title (e.g., for product attributes: Product "
"Attributes / Attribute / ID)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
msgid "Using product variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
msgid ""
"Product variants are used to manage products having different variations, "
"like size, color, etc. It allows managing the product at the template level "
"(for all variations) and at the variant level (specific attributes)."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:10
msgid ""
"As an example, a company selling t-shirts may have the following product:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
msgid "B&C T-shirt"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:15
msgid "Sizes: S, M, L, XL, XXL"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:16
msgid "Colors: Blue, Red, White, Black"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:18
msgid ""
"In this example, **B&C T-Shirt** is called the product template and **B&C "
"T-Shirt, S, Blue** is a variant. Sizes and color are **attributes**."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:22
msgid ""
"The above example has a total of 20 different products (5 sizes x 4 colors)."
" Each one of these products has its own inventory, sales, etc."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
msgid "Impact of variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:28
msgid ""
"**Barcode**: the code and barcode is associated to a variant, not the "
"template. Every variant may have its own barcode / SKU."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:31
msgid ""
"**Price**: every product variant has its own public price that is computed "
"based on the template price ($20) with an optional extra for every variant "
"(+$3 for color red). However, you can define pricelist rules that apply on "
"the template or the variant."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:36
msgid ""
"**Inventory**: the inventory is managed by product variant. You don't own "
"t-shirts, you only own \"T-shirts, S, Red\", or \"T-Shirts, M, Blue\". For "
"information purpose, on the product template form, you get the inventory "
"that is the sum of every variant. (but the actual inventory is computed by "
"variant)"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:42
msgid ""
"**Picture**: the picture is related to the variant, every variation of a "
"product may have its own primary picture."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:45
msgid ""
"**Other fields**: most of the other fields belongs to the product template. "
"If you update them, it updates automatically all the variants. (example: "
"Income Account, Taxes)"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:50
msgid "Should you use variants?"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:53
msgid "When should you use variants?"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:55
msgid "Using variants has the following impacts:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:57
msgid ""
"**eCommerce**: in your online shop, the customer will only see product "
"templates in the catalog page. Once the visitor click on such a product, he "
"will have options to choose amongst the variants (colors, sizes, …)"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:62
msgid ""
"**Manufacturing**: Using variants allows to define only one bill of material"
" for a product template and slight variations for some of the variants. "
"Example: instead of creating a Bill of Material for \"T-shirt, Red, S\", you"
" create a bill of material for \"T-shirt\" and add some lines that are "
"specific to the dimension S, and other lines specific to the color Red."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69
msgid ""
"**Pricing**: The default price of a product is computed using the price of "
"the product template and add the optional extra price on each dimension of "
"the variant. This way, variant prices are easier to maintain since you don't"
" have to set the price for every variant. However, it's possible to create "
"pricelist rules to fix price per variants too."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77
msgid "When should you avoid using variants?"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:79
msgid ""
"Using variants may add a level of complexity on the way you use Odoo. You "
"should consider using variants only if you need it to reduce the complexity "
"of managing lots of products that are similars."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:83
msgid ""
"As an example, importing your initial product catalog is more complex if you"
" use variants. You can't just import a list of products, you must import "
"product templates and all their related variations."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87
msgid ""
"In addition to that, you should also carefully select the dimensions that "
"you manage as separate product templates and those as variants. As an "
"example, a company having these products:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91
msgid "Quality: T-Shirts, Polos, Shirts"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110
msgid "Color: Red, Blue"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:111
msgid "Size: S, M, L, XL"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97
msgid ""
"In such a use case, you could create 1 template with three dimensions of "
"variants (Layout, T-Shirts, Polos). But, it's recommended to create two "
"different product templates as T-shirts may highly differ from polos or "
"shirts and customer expect to see these as two different products in the "
"e-Commerce:"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103
msgid "Product Template: T-shirt"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108
msgid "Product Template: Polos"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:117
msgid "Activate the variant feature"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:119
msgid ""
"Before you can use product variants, you must first activate the product "
"variants in the settings. To do so, you must go to the Sales app. In the "
"menu :menuselection:`Configuration --> Settings`, locate the **Products "
"Variants** line, and tick the option **Products can have several "
"attributes**, then click on **Apply**."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129
msgid "Creating products with variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:131
msgid ""
"Once you have activated the variant option, you can add variants to your "
"products. To do so, go to the Sales module, :menuselection:`Sales --> "
"Products`. It is also accessible from the Purchase and inventory modules."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:135
msgid "Now, click on the product you wish to add variants to."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137
msgid ""
"In the product page, a new tab called Variants has appeared. The number in "
"purple written on top is the number of variants this product currently has. "
"To add new variants, click on the tile. In the new window, click on "
"**Create**."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:142
msgid ""
"In **Attributes**, click on the rolldown menu and select the type of "
"variance you wish to add. If the variant does not yet exist, you can create "
"it on the fly by clicking on Create and edit…"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:149
msgid ""
"In the Attributes window, the **Value** field is the description of the "
"attribute such as Green, Plastic or 32GB. The **Attribute** field is the "
"type of variant such as Color, Material or Memory."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:156
msgid ""
"You can add a cost for the variant on the fly by adding it in the "
"**Attribute Price Extra** field, or choose to modify it later. Click on "
"**Save**."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:160
msgid ""
"You can also add a different barcode and internal reference to the variant."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:163
msgid ""
"When you have entered all the specifications of the variant, click on "
"**Save**."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:167
msgid "Managing Product Variants"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:172
msgid ""
"The examples below are all based on this product template that has two "
"variant attributes :"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:175
msgid "T-Shirt B&C"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:177
msgid "Color: Red, Blue, White"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:179
msgid "Size: S, M, L, XL, XXL"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:182
msgid "Managing combination possibilities"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:184
msgid ""
"By default, with the above product template, you get 15 different products "
"(3 colors, 5 sizes). If the XXL size only exists for red and blue t-shirts, "
"you can deactivate the white product variant."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188
msgid ""
"To do this, click on the **Variants** button, select the XXL, White T-shirt."
" From the product form, uncheck the **Active** box of the T-shirt White, "
"XXL."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:197
msgid ""
"That deactivating a product is different than having an inventory of 0."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200
msgid "Setting a price per variant"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202
msgid ""
"You can add a cost over the main price for some of the variants of a "
"product."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205
msgid ""
"Once you have activated the variant option, you can add variants to your "
"products. To do so, go to the Sales module, open :menuselection:`Sales --> "
"Products` and click on the product you want to modify. Click on the "
"**Variant Prices** button to access the list of variant values."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:213
msgid ""
"Click on the variant name you wish to add a value to, to make the 3 fields "
"editable. In the **Attribute Price Extra** field, add the cost of the "
"variant that will be added to the original price."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:220
msgid "When you have entered all the extra values, click on **Save**."
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223
msgid ""
"`Accounting Memento: Details of Journal Entries "
"</applications/finance/accounting/overview/main_concepts/memento.html"
"#journal-entries>`_"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:225
msgid ""
":doc:`/applications/finance/accounting/overview/process_overview/supplier_bill`"
msgstr ""
#: ../../content/applications/sales/sales/products_prices/taxes.rst:3
msgid "Set taxes"
msgstr "Opsæt moms"
#: ../../content/applications/sales/sales/send_quotations.rst:3
msgid "Send Quotations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
msgid "Use quotations deadline to stimulate your customers"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
msgid ""
"When sending quotations, it is important to set a deadline to encourage your"
" customers to act. Indeed, this will stimulate them because they will be "
"afraid of missing a good deal and it will also allow you to protect yourself"
" in case you have to fulfill an order at a price that is no longer "
"profitable for you."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
msgid "Set a deadline"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
msgid ""
"With Odoo Sales, it is possible to instantly add an **Expiration Date** from"
" the quotation or the sales order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:22
msgid "Use deadline in your quotation templates"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:24
msgid ""
"It is also possible to add a deadline to every quotation template created. "
"Whenever a specific quotation template is used in a quote, its associated "
"deadline will be automatically applied. Be sure to check out our "
"documentation about :doc:`quote_template` to excel in their use."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
msgid ""
"By clicking on the **Customer Preview** button, you will be able to see when"
" the offer expires. For your information, the number of days will be the "
"same as those mentioned in the quotation template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:44
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:115
msgid ":doc:`quote_template`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
msgid "Deliver and invoice to different addresses"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
msgid ""
"With Odoo Sales, you can configure different addresses for delivery and "
"invoicing. For some customers, it will be very practical to define specific "
"billing and shipping addresses. Indeed, not everyone will have the same "
"delivery location as the invoicing location."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
msgid ""
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
" **Customer Addresses** feature."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21
msgid "Add addresses from a quotation"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
msgid ""
"When you create a quotation, you must add a customer. This customer can be a"
" company or a person with specific billing and shipping addresses already "
"defined and registered in the system, or it can be a new customer. In this "
"case, you have to **Create and edit** the contact form for your new customer"
" and link it, if necessary, to a company. In this contact form, you will be "
"able to add, delete and modify invoice and delivery addresses."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:35
msgid ""
"If you select a customer with defined invoice and delivery addresses, Odoo "
"will automatically use them to fill in the fields. Now, if you want to "
"change it instantly, it is possible to do so directly from the quotation or "
"the sales order."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40
msgid "Add addresses from a contact form"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:42
msgid ""
"Previously, we talked about the contact form that you can fill in directly "
"from a quotation or a sales order to add billing and shipping addresses to "
"customers. But, if you go to :menuselection:`Sales --> Orders --> "
"Customers`, you can create or modify every customer you want and add, delete"
" or modify invoice and delivery addresses instantly there, before creating a"
" quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:54
msgid "Deal with different addresses"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56
msgid ""
"Like for the previous example, go to :menuselection:`Sales --> Orders --> "
"Customers` and create a new customer. There, you can add company information"
" but, more importantly, you can enter billing and shipping addresses under "
"the **Contacts & Addresses** tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:65
msgid ""
"Once done, you can return to your Sales dashboard and create a new "
"quotation. Now, if you enter your new customer, you will see that the other "
"fields will fill in by themself with the information previously saved for "
"billing and shipping addresses."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74
msgid ""
"With Odoo Sales, it is now very convenient to play with various addresses in"
" terms of invoice and delivery features."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
msgid "Get paid to confirm an order"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
msgid ""
"In general, online payments are considered as a fast and secure alternative "
"to traditional payment methods. It is generally cheaper, easier and faster "
"than other payment methods. It is particularly useful and efficient for "
"international transactions. With Odoo Sales, you can use online payments to "
"get automatic orders confirmation. Online payments are made instantly, so "
"it's very convenient and saves lots of time in a basic sales process."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
msgid "Enable online payment"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14
msgid ""
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
" **Online Payment** feature."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22
msgid ""
"There, you will have direct access to the **Payment Acquirers** page. It "
"will allow you to select and configure your acquirers of choice. Before "
"creating or modifying a payment acquirer, be sure to check out our "
"documentation about how to be paid with payment acquirers such as "
":doc:`/applications/general/payment_acquirers/paypal`, "
":doc:`/applications/general/payment_acquirers/authorize`, and others in the "
":doc:`/applications/general/payment_acquirers` documentation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30
msgid ""
"If you are familiar with this documentation: :doc:`quote_template`; you can "
"activate or not the **Online Payment** feature for each template you use, "
"under their confirmation tab."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
msgid "Register a payment"
msgstr "Registrer en betaling"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37
msgid ""
"After opening quotations from their received email, your customers will have"
" different possibilities to make their online payments. For example:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46
msgid ""
"By clicking on the **Customer Preview** button, you will be able to see what"
" your customers will have to choose when it comes to payment."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51
msgid ":doc:`/applications/general/payment_acquirers`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52
msgid ":doc:`/applications/general/payment_acquirers/paypal`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53
msgid ":doc:`/applications/general/payment_acquirers/authorize`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
msgid "Get a signature to confirm an order"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
msgid ""
"Online signatures are like electronic \"fingerprints\". By using them on "
"Odoo, you will get automatic orders confirmation. You and your customers "
"will save a lot of time by using this feature compared to a traditional "
"process."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:10
msgid "Activate online signature"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:12
msgid ""
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
" **Online Signature** feature."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:21
msgid ""
"If you are familiar with this documentation: :doc:`quote_template`, you can "
"activate or not the **Online Signature** feature for each quotation template"
" you use, under their confirmation tab. Example:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:31
msgid "Confirm an order with a signature"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:33
msgid ""
"When you send quotations to clients, they can instantly accept and sign it "
"online. When they click on **Sign & Pay**, they have the choice to draw "
"their own signature, automatically fill in the field with an automated "
"signature or load a file from their computer. Here below, it is an example "
"of an automated signature:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:43
msgid ""
"Once signed, you will have the possibility to choose your payment methods. "
"Then, when the quotation will be paid and confirmed, a delivery order will "
"be created automatically by Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:47
msgid ""
"Be careful that delivery orders are only generated for storable products and"
" if the **Inventory app** is already installed."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
msgid "Add optional products"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
msgid ""
"The use of optional products is a marketing strategy for cross-selling "
"products along with a core product. The aim is to offer useful and related "
"products to your customers. For instance, if a customer wants to buy a car, "
"he has the choice to order an automatic opening trunk and massaging seats, "
"or not to order such high-quality products and simply buy his car."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:11
msgid "Add optional products to your quotations"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:13
msgid ""
"With Odoo Sales, it is possible to add or modify optional products directly "
"on quotations (under the **Optional Products** tab, as you can see below)."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:22
msgid ""
"By clicking on the **Customer Preview** button, you will be able to see what"
" your customers will have as possibilities after opening a quotation from "
"their received email."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:30
msgid ""
"In practice, your customers will be able to add different optional products "
"to their order by using associated carts, with a user-friendly layout. More "
"than that, if a customer selects all the optional products suggested, these "
"additional items will automatically fill in the quotation managed by the "
"salesman."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:40
msgid ""
"Like this, salespeople will see each movement made by the customer and "
"tracking the order will be all the better."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:49
msgid "Add optional products to your quotation templates"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:51
msgid ""
"Be sure to check out our documentation about :doc:`quote_template` to "
"understand how you can enable, create, design and manage your own quotation "
"templates before reading this part."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:54
msgid ""
"For quotation templates, you also have an **Optional Products** tab where "
"you can add related products or services."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
msgid ""
"With Odoo Sales, it is now very easy to understand your customer's needs."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
msgid "Use quotation templates"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
msgid ""
"By creating custom quotation templates, you will save a lot of time. Indeed,"
" with the use of templates, you will be able to send complete quotations at "
"a fast pace."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:11
msgid ""
"To enable this feature, go to :menuselection:`Sales --> Configuration --> "
"Settings` and activate **Quotation Templates**."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
msgid ""
"For even more convenience, it is also recommended to add the **Quotation "
"Builder** feature which will help you design your quotation templates very "
"easily. This option will automatically install the Odoo Website App."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:29
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:47
msgid "Create your first template"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31
msgid ""
"Quotation templates are under :menuselection:`Sales --> Configuration`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
msgid ""
"You can create a new template or edit an existing one. Once named, you will "
"be able to select products and quantities as well as the expiration time of "
"the quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:42
msgid ""
"On each template, you can also specify discounts if the option is activated "
"in the **Sales** settings."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:46
msgid "Design your template"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:48
msgid ""
"You will have the possibility to design your template and edit the customer "
"interface in order to manage what clients will see before accepting and "
"paying the quotation. For example, you will be able to describe your "
"company, your services and your products. To do so, you can click on "
"**Edit** and you will be brought to the quotation builder."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:58
msgid ""
"You can easily edit the content of your template by dragging & dropping "
"different building blocks to organize your quotation. For example, you can "
"add a content block to describe your products."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:67
msgid "Use a quotation template"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
msgid "When creating a quotation, you can choose a specific template."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:77
msgid ""
"You can select any template of your choice and suggest it as the default "
"template in the **Sales** settings."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:81
msgid "Confirm the quotation"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:83
msgid ""
"Templates facilitate the confirmation process by allowing customers to sign "
"electronically or to pay online. You can activate these two options directly"
" in the quotation template itself."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92
msgid ""
"Every quotation will now have this setting. Of course you can always change "
"it and make it specific for each quotation."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:116
msgid ":doc:`get_signature_to_validate`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:97
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:117
msgid ":doc:`get_paid_to_validate`"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:3
msgid "Add terms & conditions"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:5
msgid ""
"Specifying terms and conditions is essential to set out important "
"contractual points such as payment terms, limitation of liability and "
"delivery terms between customers and sellers. Every seller must declare all "
"formal information concerning products and company policy. On the other "
"hand, each customer must take note of all these conditions before committing"
" to anything. With Odoo Sales, it is very easy to include your default terms"
" and conditions on every quotation, sales order, and invoice that you "
"manage."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:13
msgid "Default Terms & Conditions"
msgstr "Standard salgs- og leveringsbetingelser"
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:18
msgid ""
"Go to :menuselection:`Accounting --> Configuration --> Settings` and "
"activate *Default Terms & Conditions*."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:27
msgid ""
"Please note that this feature is activated via the settings of the "
"**Invoicing App** and **not** via the settings of the **Sales App**. "
"Moreover, you don't need to install the invoicing application since it is "
"done automatically with the installation of the sales application."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:32
msgid "DT&C on your quotations, sales orders, and invoices"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:34
msgid ""
"In the settings of the **Invoicing App**, you have the possibility to insert"
" your default terms and conditions."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:42
msgid "They appear subsequently on every quotation, sales order, and invoice."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:45
msgid "DT&C on your quotation templates"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:47
msgid ""
"According to your business needs, you can specify your terms and conditions "
"on your quotation templates. This is interesting if you have different terms"
" and conditions within your company."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:56
msgid ""
"Be sure to check out our documentation about quotation templates: "
":doc:`quote_template`, to master each step of this amazing feature."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:60
msgid "General Terms & Conditions"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:63
msgid "GT&C on your website"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:65
msgid ""
"Use the **Website App** and create your own general terms and conditions "
"page. For example, here is the Odoo terms and conditions page:"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:73
msgid ""
"You can refer to this page in the footer of all your documents. The layout "
"is available in the **General Settings** under the **Business Documents** "
"category. For example, this footer appears in every document from Odoo."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:83
msgid "GT&C as attachment in your emails"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:85
msgid ""
"Attach an external document with your general terms and conditions when you "
"are about to send your quotation by email to your customers."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:94
msgid "GT&C as attachment in your quotation templates"
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:96
msgid ""
"Create and edit email templates to set a default attachment for all "
"quotation emails that you will send in the future. To do so, you have to go "
"to :menuselection:`Sales --> Configuration --> Quotation templates` and "
"create a new quotation template or modify an existing one. Under the "
"confirmation tab, you are now able to activate online signatures, online "
"payments and to set a confirmation mail in which you have the possibility to"
" configure the default attachment. There, you can put your general terms & "
"conditions."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:109
msgid ""
"To customize your email templates, activate the **developer mode** and go to"
" :menuselection:`Settings --> Technical --> Email --> Templates`."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:112
msgid "With Odoo Sales it is now very simple to deal with terms & conditions."
msgstr ""
#: ../../content/applications/sales/subscriptions.rst:3
msgid "Subscriptions"
msgstr "Abonnementer"
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:3
msgid "Add subscription products"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:5
msgid ""
"To properly sell your subscriptions using our amazing **Odoo Subscriptions**"
" application, you must follow these steps:"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:8
msgid "**Create your own subscription templates**"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:9
msgid "**Create your own subscription products with the right settings**"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:11
msgid ""
"As a result, you will be able to manage your subscriptions like any other "
"product, create your quotations and continue the sales flow to track the "
"number of subscriptions you sell and manage the revenue they generate."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:18
msgid ""
"Go to :menuselection:`Subscriptions --> Subscription products` to learn how "
"you can configure your own subscription products. You have the possibility "
"to create a new product or edit an existing one. Once named, be careful to "
"select the option *Can be sold* and deselect *Can be purchased*. For the "
"product type, it is recommended to use *Service* for subscription products "
"as they are non-material products that you provide to your customers. "
"Finally, you can adapt your prices and also add an internal reference."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:30
msgid ""
"In the Sales tab, underneath the Subscriptions section, make sure the "
"*Subscription products* option is activated. In fact, if you create a "
"subscription product from the **Odoo Subscriptions** application, this "
"option is selected by default. However, if you create a product from another"
" application, it is not the case."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:39
msgid "You can also choose the subscription templates you want to use."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:46
msgid ""
"Be sure to check out our documentation on how to create, edit and manage "
"your own :doc:`Subscription templates "
"<../../subscriptions/configuration/subscription_templates>` before creating "
"your own subscription products. Once created, check out our documentation on"
" how to :doc:`Create a quotation using subscription products "
"<../../subscriptions/sales_flow/create_a_quotation>`, to complete the sales "
"flow."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:53
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:83
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:120
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:105
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:79
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:80
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:83
msgid ":doc:`../../subscriptions/configuration/subscription_templates`"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:54
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:85
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:122
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:107
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:82
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:85
msgid ":doc:`../../subscriptions/sales_flow/create_a_quotation`"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:3
msgid "Use subscription templates"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:5
msgid ""
"The subscription business model is becoming more popular. Are you wondering "
"why?"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:7
msgid "For **customers**, value lies in **convenience**:"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:9
msgid ""
"Subscriptions simplify the business process. Indeed, subscribers never have "
"to remember to renew their orders every month, which gives them the "
"assurance that they will have everything they need before they actually need"
" it."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:12
msgid "Subscriptions help customers stay on budget."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:14
msgid ""
"For **businesses**, value lies in the **ability to predict recurring "
"revenue**:"
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:16
msgid ""
"Subscriptions reduce customer churn rate and significantly increase customer"
" retention."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:17
msgid ""
"Subscriptions provide much higher payment security for your business. They "
"stabilize and maintain recurring revenue streams by guaranteeing monthly "
"revenues and adding value to your business."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:27
msgid ""
"**Odoo Subscriptions** help you save time and money. Subscription templates "
"can help you generate recurring invoices and manage renewals at a fast pace."
" With Odoo you have the possibility to create, edit, and manage your own "
"subscription templates."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:34
msgid ""
"Go to :menuselection:`Subscriptions --> Configuration --> Subscription "
"templates`. By default, Odoo suggests you two types of subscription (MON - "
"Monthly subscription *vs* YEA - Yearly subscription). You can also create "
"your own ones."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:43
msgid ""
"The **Odoo Subscriptions** application automatically installs **Odoo Sales**"
" and **Odoo Invoicing** as they work integrated."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:49
msgid ""
"You can create a new template or edit an existing one. The first thing you "
"need to do is give your template a name. After that, choose an *Invoicing "
"period* and specify whether you would like to invoice your customers per "
"*Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if the "
"subscription must go on *Forever* (until its manually closed), or for a "
"*Fixed amount* of time. Among the payment options, an additional field "
"called *Invoice email* appears when you choose *Send*, *Send & try to "
"charge* or *Send after successful payment*. This field allows you to add an "
"invoice email template to your subscription templates."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:61
msgid ""
"For each template, you can also choose if you want your customers to be able"
" to close their subscriptions or not. If enabled, you can set an *Automatic "
"closing* limit and specify the *Group of subscription* and *Journal* "
"options."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:66
msgid ""
"On each template, you can add your **Terms and Conditions**. Specifying "
"terms and conditions is essential to set out important contractual points "
"between the customers and the sellers (payment, refund policy, cancellation,"
" complaints, etc.)."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:74
msgid ""
"Finally, if you want to know the basic running health status of your "
"subscriptions, you also have access to a specific tab called **Health "
"Check**. There, you can edit and create your own filters to define what is a"
" subscription in good health *vs* bad health. The system automatically "
"summarizes all the records corresponding to these filters and you are able "
"to manage them in one click."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:85
msgid ""
"After creating your own subscription templates, be sure to check out our "
"documentation on how to create, edit and manage your own :doc:`Subscription "
"products <../../subscriptions/configuration/subscription_products>`, to "
"complete the sales flow."
msgstr ""
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:91
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:84
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:121
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:106
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:80
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:81
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:84
msgid ":doc:`../../subscriptions/configuration/subscription_products`"
msgstr ""
#: ../../content/applications/sales/subscriptions/follow_up.rst:3
msgid "Follow-up"
msgstr "Opfølgning"
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:3
msgid "Set up automatic alerts"
msgstr ""
#: ../../content/applications/sales/subscriptions/follow_up/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/follow_up/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/follow_up/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/follow_up/automatic_alerts.rst:20
msgid "Create a new automatic alert"
msgstr ""
#: ../../content/applications/sales/subscriptions/follow_up/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/follow_up/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/follow_up/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/follow_up/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/follow_up/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/follow_up/automatic_alerts.rst:54
msgid ""
"As a result, this alert will send a rating survey after one month, to the "
"customers who have purchased that specific product. The survey will appear "
"in the chatter of your respective subscription."
msgstr ""
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:63
msgid "Modify an existing automatic alert"
msgstr ""
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:65
msgid ""
"By default, Odoo suggests you an automatic alert called *Take action on less"
" satisfied clients*."
msgstr ""
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:71
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/follow_up/automatic_alerts.rst:79
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/follow_up/automatic_alerts.rst:86
msgid ":doc:`../../subscriptions/reporting/subscription_reports`"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting.rst:3
msgid "Reporting"
msgstr "Rapportering"
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:3
msgid "Generate subscription reports"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/reporting/subscription_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/reporting/subscription_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/reporting/subscription_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/reporting/subscription_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/reporting/subscription_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/reporting/subscription_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/reporting/subscription_reports.rst:35
msgid "**Logo Churn**: It corresponds to the subscription cancellation rate."
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:37
msgid ""
"**Revenue Churn**: It corresponds to the monthly recurring revenue loss "
"rate."
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:39
msgid "Let's imagine a 2$ increase in a subscription service."
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/reporting/subscription_reports.rst:0
msgid ""
"Therefore, the 56$ of MRR difference out of the initial 600$ causes a "
"**Revenue Churn**"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:0
msgid "of 9,33%."
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/reporting/subscription_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/reporting/subscription_reports.rst:57
msgid ""
"Check out the different kinds of reports you can access from the **Odoo "
"Subscriptions** application."
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:61
msgid "Subscriptions analysis report"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/reporting/subscription_reports.rst:74
msgid "Retention analysis report"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/reporting/subscription_reports.rst:86
msgid "Revenue KPIs report"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/reporting/subscription_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/reporting/subscription_reports.rst:108
msgid "Salesperson dashboard report"
msgstr ""
#: ../../content/applications/sales/subscriptions/reporting/subscription_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/sales_flow.rst:3
msgid "Sales flow"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:3
msgid "Close a subscription"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/closing.rst:43
msgid ""
"Be sure to check out our documentation on how to :doc:`Use subscription "
"templates <../../subscriptions/configuration/subscription_templates>` to "
"fully understand the importance of this feature in a basic flow using the "
"**Odoo Subscriptions** application."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:49
msgid "Close your first subscription"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:52
msgid "Administrator view"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/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/sales_flow/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/sales_flow/closing.rst:72
msgid "Customer view"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/closing.rst:100
msgid ""
"Before closing a subscription, check out our documentation on how to "
":doc:`Create a quotation using subscription products "
"<../../subscriptions/sales_flow/create_a_quotation>` to understand how "
"subscriptions are managed in the **Odoo Subscriptions** application."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:3
msgid "Create a quotation using subscription products"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:5
msgid ""
"Selling a digital product or service gives instant gratification. However, "
"you have to work hard for a new customer to make a purchase. It costs time "
"and money. By convincing customers to sign up for a subscription, you "
"maximize your income and streamline your cash flow. You can sell any type of"
" product or service through a subscription business model."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:15
msgid ""
"Here is a scenario using **Odoo Subscriptions** to create a quotation "
"including subscription products."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:19
msgid "Create your first quotation"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:21
msgid ""
"Before creating your first quotation, be sure to check out our documentation"
" on how to create and manage your own :doc:`Subscription templates "
"<../../subscriptions/configuration/subscription_templates>` and on how to "
"add :doc:`Subscription products "
"<../../subscriptions/configuration/subscription_products>` to your "
"templates."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:30
msgid ""
"These steps are **mandatory** to make a basic sales flow using **Odoo "
"Subscriptions**."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:32
msgid ""
"Go to **Odoo Sales** and create a new quotation. Then, choose a customer and"
" add a product. Be careful to select a product that you previously "
"configured as a *Subscription product*."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:39
msgid ""
"When your quotation is ready, you have the possibility to send it to your "
"customers or to confirm it. It is better to first *Send by email* the "
"quotation to your customers to have their confirmation and, then, *Confirm* "
"it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of"
" what your customers will see when receiving your quotation."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:48
msgid ""
"From there, your customers have three choices: *Sign & Pay* the quotation, "
"give you a *Feedback* or *Reject* the quotation. It appears that they are "
"very happy and accept the option *Sign & Pay*. Then, they have to validate "
"the order with a signature and by choosing a payment method. When it is "
"done, you can check out the quotation in **Odoo Sales** and *Confirm* it."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:54
msgid "Manage your subscriptions from your SO"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:56
msgid ""
"Once confirmed, the quotation becomes a sales order and a new button "
"appears, *Subscriptions*. Indeed, a subscription is automatically created."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:63
msgid ""
"By clicking on the *Subscriptions* button, you can see that the status of "
"the subscription is *In progress*. From there, you will have three options: "
":doc:`Renew <../../subscriptions/sales_flow/renewals>`, :doc:`Close "
"<../../subscriptions/sales_flow/closing>` or :doc:`Upsell "
"<../../subscriptions/sales_flow/upselling>` your subscription."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:73
msgid ""
"In the top-right corner, you can see the status of the subscription. When a "
"subscription is new and created from **Odoo Subscriptions**, the status is "
"*Draft*. When a sales order has been validated, the status is *In progress*."
" Finally, when a customer decides to close his subscription, the status "
"becomes *Closed*."
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:81
msgid ":doc:`../../subscriptions/sales_flow/renewals`"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:82
msgid ":doc:`../../subscriptions/sales_flow/closing`"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:83
msgid ":doc:`../../subscriptions/sales_flow/upselling`"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:3
msgid "Renew a subscription"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/renewals.rst:23
msgid "Renew your first subscription"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:25
msgid ""
"Before renewing a subscription, be sure to check out our documentation on "
"how to :doc:`Create a quotation "
"<../../subscriptions/sales_flow/create_a_quotation>` 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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/renewals.rst:70
msgid "Visualize your subscriptions to renew"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/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/sales_flow/upselling.rst:3
msgid "Upsell a subscription"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/upselling.rst:36
msgid "Upsell your first subscription"
msgstr ""
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:38
msgid ""
"Before upselling a subscription, be sure to check out our documentation on "
"how to :doc:`Create a quotation "
"<../../subscriptions/sales_flow/create_a_quotation>` 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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/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/sales_flow/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 ""