documentation/locale/fi/LC_MESSAGES/essentials.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:
# Ossi Mantylahti <ossi.mantylahti@obs-solutions.fi>, 2025
# Jessica Jakara, 2025
# Sanna Edelman <direct@generare.com>, 2025
# Wil Odoo, 2025
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-01-28 12:25+0000\n"
"PO-Revision-Date: 2024-10-08 06:34+0000\n"
"Last-Translator: Wil Odoo, 2025\n"
"Language-Team: Finnish (https://app.transifex.com/odoo/teams/41243/fi/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: fi\n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
#: ../../content/applications/essentials.rst:3
msgid "Odoo essentials"
msgstr ""
#: ../../content/applications/essentials/activities.rst:3
msgid "Activities"
msgstr "Toimenpiteet"
#: ../../content/applications/essentials/activities.rst:7
msgid "*Activities* are follow-up tasks tied to a record in an Odoo database."
msgstr ""
#: ../../content/applications/essentials/activities.rst:11
msgid ""
"The icon used to display activities varies, depending on the :ref:`activity "
"type <activities/types>`:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:14
msgid ""
":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon."
msgstr ""
#: ../../content/applications/essentials/activities.rst:15
msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:16
msgid ""
":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:17
msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:18
msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:19
msgid ""
":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be "
"uploaded."
msgstr ""
#: ../../content/applications/essentials/activities.rst:20
msgid ""
":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature"
" request is scheduled."
msgstr ""
#: ../../content/applications/essentials/activities.rst:23
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:25
msgid ""
"Activities can be scheduled on any page of the database that contains a "
":ref:`chatter <activities/chatter>` thread, :ref:`Kanban view "
"<activities/kanban>`, :ref:`list view <activities/list>`, or "
":ref:`activities view <activities/activity>` of an application."
msgstr ""
#: ../../content/applications/essentials/activities.rst:32
msgid "Chatter"
msgstr "Chatter"
#: ../../content/applications/essentials/activities.rst:34
msgid "Activities can be created from the chatter on any record."
msgstr ""
#: ../../content/applications/essentials/activities.rst:36
msgid ""
"To schedule a new activity, click the :guilabel:`Activities` button, located"
" at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up "
"window that appears, :ref:`fill out the Schedule Activity form "
"<activities/form>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid "New activity type form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:47
msgid "Kanban view"
msgstr ""
#: ../../content/applications/essentials/activities.rst:49
msgid ""
"Activities can also be created from the :icon:`oi-view-kanban` "
":guilabel:`(Kanban)` view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:51
msgid ""
"To do so, click on the |clock| located at the bottom of an individual "
"record."
msgstr ""
#: ../../content/applications/essentials/activities.rst:53
msgid ""
"Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the"
" Schedule Activity form <activities/form>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid ""
"Kanban view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:61
#: ../../content/applications/essentials/activities.rst:79
msgid ""
"If a record already has a scheduled activity, the |clock| is replaced by the"
" icon that represents the existing scheduled activity. Click on the activity"
" type's icon to schedule another activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:67
msgid "List view"
msgstr "Listanäkymä"
#: ../../content/applications/essentials/activities.rst:69
msgid ""
"Activities can also be created from a :icon:`oi-view-list` "
":guilabel:`(list)` view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:71
msgid ""
"If the :guilabel:`Activities` column is hidden, reveal it using the "
":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-"
"right of the top row."
msgstr ""
#: ../../content/applications/essentials/activities.rst:74
msgid ""
"Then, click on the |clock| for the record the activity is being added to, "
"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the "
"Schedule Activity form <activities/form>` that appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid "List view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:89
msgid "Activity view"
msgstr "Toimintanäkymä"
#: ../../content/applications/essentials/activities.rst:91
msgid ""
"Most applications in Odoo have an *Activity* view available. If available, a"
" |clock| is visible in the top-right corner of the main menu bar, amongst "
"the other view option icons."
msgstr ""
#: ../../content/applications/essentials/activities.rst:94
msgid "To open the activity view, click the |clock|."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid "Top-right menu with the Activities icon called out."
msgstr ""
#: ../../content/applications/essentials/activities.rst:100
msgid ""
"In this view, all the available activities are listed in the columns, while "
"the horizontal entries represent all the individual records."
msgstr ""
#: ../../content/applications/essentials/activities.rst:103
msgid ""
"Activities that appear green have a due date in the future, activities that "
"appear orange are due today, while activities appearing red are overdue."
msgstr ""
#: ../../content/applications/essentials/activities.rst:106
msgid ""
"Color bars in each column represent records for specific activity types, and"
" display a number indicating how many activities are scheduled for that "
"type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:109
msgid ""
"If multiple activity types are scheduled for a record, a number appears in "
"the box, indicating the total number of scheduled activities."
msgstr ""
#: ../../content/applications/essentials/activities.rst:113
msgid ""
"Activity colors, and their relation to an activity's due date, are "
"consistent throughout Odoo, regardless of the activity type, or the view."
msgstr ""
#: ../../content/applications/essentials/activities.rst:116
msgid ""
"To schedule an activity for a record, hover over the corresponding field. "
"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then "
":ref:`fill out the Schedule Activity form <activities/form>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid ""
"Activity view of the CRM pipeline and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:127
msgid "Schedule Activity form"
msgstr ""
#: ../../content/applications/essentials/activities.rst:129
msgid ""
"Activities can be scheduled from many different places, such as from the "
":ref:`chatter <activities/chatter>` of a record, or from one of multiple "
"views in an application, when available: the :ref:`Kanban view "
"<activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity "
"view <activities/activity>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:134
#: ../../content/applications/essentials/activities.rst:210
msgid "Enter the following information on the form:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:136
msgid ""
":guilabel:`Activity Type`: select the type of activity from the drop-down "
"menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, "
":guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other "
"applications are installed, additional options may be available."
msgstr ""
#: ../../content/applications/essentials/activities.rst:139
msgid ""
":guilabel:`Summary`: enter a short title for the activity, such as `Discuss "
"Proposal`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:140
msgid ""
":guilabel:`Due Date`: using the calendar popover, select the activity's "
"deadline."
msgstr ""
#: ../../content/applications/essentials/activities.rst:141
msgid ""
":guilabel:`Assigned to`: by default, the current user populates this field. "
"To assign a different user to the activity, select them from the drop-down "
"menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:143
msgid ""
":guilabel:`Notes`: add any additional information for the activity in this "
"field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:145
msgid ""
"When the :guilabel:`Schedule Activity` pop-up window is completed, click one"
" of the following buttons:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:148
msgid ""
":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the"
" activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:150
msgid ""
"Click on the desired date and time for the activity, and a :guilabel:`New "
"Event` pop-up window appears. The summary from the *Schedule Activity* pop-"
"up window populates the :guilabel:`Title` field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:154
msgid ""
"Enter the information in the :guilabel:`New Event` pop-up window, then click"
" :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is "
"added to the chatter under the :guilabel:`Planned Activities` section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:159
msgid ""
"The :guilabel:`Open Calendar` button **only** appears if the "
":guilabel:`Activity Type` is set to either :guilabel:`Call` or "
":guilabel:`Meeting`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:162
msgid ""
":guilabel:`Schedule`: schedules the activity, and adds the activity to the "
"chatter under :guilabel:`Planned Activities`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:164
msgid ""
":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the"
" chatter under :guilabel:`Today`. The activity is not scheduled, and is "
"automatically marked as done."
msgstr ""
#: ../../content/applications/essentials/activities.rst:166
msgid ""
":guilabel:`Done & Schedule Next`: adds the details of the activity to the "
"chatter under :guilabel:`Today`. The activity is not scheduled, is "
"automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up"
" window appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst:169
msgid ""
":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule "
"Activity` pop-up window."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid "View of CRM leads and the option to schedule an activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:178
msgid "All scheduled activities"
msgstr ""
#: ../../content/applications/essentials/activities.rst:180
msgid ""
"To view a consolidated list of activities, organized by application, click "
"the |clock| in the header menu, located in the top-right corner."
msgstr ""
#: ../../content/applications/essentials/activities.rst:183
msgid ""
"If any activities are scheduled, the number of activities appear in a red "
"bubble on the |clock|."
msgstr ""
#: ../../content/applications/essentials/activities.rst:186
msgid ""
"All activities for each application are further divided into subsections, "
"indicating where in the application the activity is to be completed. Each "
"sub-section lists the number of scheduled activities that are "
":guilabel:`Late`, due :guilabel:`Today`, and scheduled in the "
":guilabel:`Future`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:192
msgid ""
"In the *Time Off* application, one activity is scheduled to be done in the "
"*All Time Off* requests dashboard, and six activities are scheduled to be "
"done in the *Allocations* dashboard."
msgstr ""
#: ../../content/applications/essentials/activities.rst:195
msgid ""
"These requests appear in two separate lists in the all activities drop-down "
"menu: one labeled `Time Off` and one labeled `Time Off Allocation`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:0
msgid ""
"The list of activities that is accessed from the main menu bar. Two entries for the Time\n"
"Off application are highlighted."
msgstr ""
#: ../../content/applications/essentials/activities.rst:204
msgid "Request a document"
msgstr ""
#: ../../content/applications/essentials/activities.rst:206
msgid ""
"The option to :guilabel:`Request a Document` is available at the bottom of "
"the list of :ref:`all scheduled activities <activities/all>`, the option to "
":guilabel:`Request a Document` appears. Click :guilabel:`Request a "
"Document`, and a :guilabel:`Request a file` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst:212
msgid ""
":guilabel:`Document Name`: enter a name for the document being requested."
msgstr ""
#: ../../content/applications/essentials/activities.rst:213
msgid ""
":guilabel:`Request To`: select the user the document is being requested from"
" using the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:215
msgid ""
":guilabel:`Due Date In`: enter a numerical value indicating when the "
"document is due. Next to this field, a :guilabel:`Days` field is visible. "
"Click :guilabel:`Days`, the default option, to reveal a drop-down menu. "
"Select the desired time-frame option from the list. The options are "
":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:219
msgid ""
":guilabel:`Workspace`: using the drop-down menu, select the specific "
":ref:`Workspace <documents/workspaces>` the document is being uploaded to."
msgstr ""
#: ../../content/applications/essentials/activities.rst:221
msgid ""
":guilabel:`Tags`: select any desired tags from the drop-down menu. The "
"available tags displayed are based on the tags configured for the selected "
":guilabel:`Workspace`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:223
msgid ""
":guilabel:`Message`: enter a message to clarify the document request in this"
" field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:225
msgid ""
"When all the fields are completed, click :guilabel:`Request` to send the "
"document request."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid ""
"The Request a file form, with all fields filled out to request a contract."
msgstr ""
#: ../../content/applications/essentials/activities.rst:234
msgid "Activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:236
msgid ""
"To view the currently configured types of activities in the database, "
"navigate to :menuselection:`Settings app --> Discuss section --> Activities "
"setting --> Activity Types`."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid ""
"Activity Types button in the Settings application under the Discuss section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:243
msgid ""
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
"activity types are found."
msgstr ""
#: ../../content/applications/essentials/activities.rst:246
msgid ""
"Individual applications have a list of *Activity Types* dedicated to that "
"application. For example, to view and edit the activities available for the "
"*CRM* application, go to :menuselection:`CRM app --> Configuration --> "
"Activity Types`."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid "The list of activity types already configured and available."
msgstr ""
#: ../../content/applications/essentials/activities.rst:255
msgid "Edit activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:257
msgid ""
"To edit an existing :ref:`activity type <activities/types>`, click on the "
"activity type, and the activity type form loads."
msgstr ""
#: ../../content/applications/essentials/activities.rst:260
msgid ""
"Make any desired changes to the activity type form. The form automatically "
"saves, but it can be saved manually at any time by clicking the "
":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` "
":guilabel:`(cloud upload)` icon, located in the top-left corner of the page."
msgstr ""
#: ../../content/applications/essentials/activities.rst:265
msgid "Create new activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:267
msgid ""
"To create a new :ref:`activity type <activities/types>`, click "
":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank "
"activity type form loads."
msgstr ""
#: ../../content/applications/essentials/activities.rst:270
msgid ""
"Enter a :guilabel:`Name` for the activity type at the top of the form, then "
"enter the following information on the form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:274
msgid "Activity Settings section"
msgstr ""
#: ../../content/applications/essentials/activities.rst:276
msgid ""
":guilabel:`Action`: using the drop-down menu, select an action associated "
"with this new activity type. Some actions trigger specific behaviors after "
"an activity is scheduled, such as:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:279
msgid ""
":guilabel:`Upload Document`: if selected, a link to upload a document is "
"automatically added to the planned activity in the chatter."
msgstr ""
#: ../../content/applications/essentials/activities.rst:281
msgid ""
":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option "
"to open their calendar to select a date and time for the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:283
msgid ""
":guilabel:`Request Signature`: if selected, a link to open a signature "
"request pop-up window is automatically added to the planned activity in the "
"chatter. This requires the Odoo *Sign* application to be installed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:288
msgid ""
"Available activity types vary based on the installed applications in the "
"database."
msgstr ""
#: ../../content/applications/essentials/activities.rst:290
msgid ""
":guilabel:`Folder`: select a specific :ref:`workspace "
"<documents/workspaces>` folder to save a document to. This field **only** "
"appears if :guilabel:`Upload Document` is selected for the "
":guilabel:`Action`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:294
msgid ""
"Using the drop-down menu, select the :guilabel:`Folder` the document is "
"saved to."
msgstr ""
#: ../../content/applications/essentials/activities.rst:296
msgid ""
":guilabel:`Default User`: select a user from the drop-down menu to "
"automatically assign this activity to the selected user when this activity "
"type is scheduled. If this field is left blank, the activity is assigned to "
"the user who creates the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:299
msgid ""
":guilabel:`Default Summary`: enter a note to include whenever this activity "
"type is created."
msgstr ""
#: ../../content/applications/essentials/activities.rst:302
msgid ""
"The information in the :guilabel:`Default User` and :guilabel:`Default "
"Summary` fields are included when an activity is created. However, they can "
"be altered before the activity is scheduled or saved."
msgstr ""
#: ../../content/applications/essentials/activities.rst:306
msgid ""
":guilabel:`Keep Done`: tick this checkbox to keep activities that have been "
"marked as `Done` visible in the :ref:`activity view <activities/activity>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:308
msgid ":guilabel:`Default Note`: enter any notes to appear with the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:311
msgid "Next Activity section"
msgstr ""
#: ../../content/applications/essentials/activities.rst:313
msgid ""
"It is possible to have another activity either suggested or triggered. To do"
" so, configure the :guilabel:`Next Activity` section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:316
msgid ""
":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` "
"or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on "
"the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` "
"field is displayed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:321
msgid ""
"The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload"
" Document` is selected for the :guilabel:`Action`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:324
msgid ""
":guilabel:`Suggest/Trigger`: depending on what is selected for the "
":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or"
" :guilabel:`Trigger`. Using the drop-down menu, select the activity to "
"recommend or schedule as a follow-up task to the activity type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:327
msgid ""
":guilabel:`Schedule`: configure when the next activity is suggested or "
"triggered."
msgstr ""
#: ../../content/applications/essentials/activities.rst:329
msgid ""
"First, enter a numerical value indicating when the activity is suggested or "
"triggered."
msgstr ""
#: ../../content/applications/essentials/activities.rst:331
msgid ""
"Next to this field, a :guilabel:`Days` field is visible. Click "
":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the"
" desired time-frame option from the list. The options are :guilabel:`Days`, "
":guilabel:`Weeks`, or :guilabel:`Months`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:335
msgid ""
"Lastly, using the drop-down menu, select whether the activity is scheduled "
"or triggered either :guilabel:`after previous activity deadline` or "
":guilabel:`after completion date`."
msgstr ""
#: ../../content/applications/essentials/activities.rst-1
msgid "A new Activity form with all the fields filled out."
msgstr ""
#: ../../content/applications/essentials/activities.rst:343
msgid ":doc:`../productivity/discuss`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:344
msgid ":doc:`../productivity/discuss/team_communication`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:345
msgid ":doc:`../sales/crm/optimize/utilize_activities`"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:5
msgid "Contacts"
msgstr "Yhteystiedot"
#: ../../content/applications/essentials/contacts.rst:7
msgid ""
"Contacts are created in the **Contacts** application for customers the "
"company does business with through Odoo. A contact is a repository of vital "
"business information, facilitating communication and business transactions."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:12
msgid "Contact form"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:14
msgid ""
"To create a new contact, navigate to the :menuselection:`Contacts app`, and "
"click :guilabel:`Create`. A new form appears where various contact "
"information can be added."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:18
msgid "Contact type"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:20
msgid ""
"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` "
"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, "
"depending on the type of contact that is being added."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:24
msgid "Name"
msgstr "Nimi"
#: ../../content/applications/essentials/contacts.rst:26
msgid ""
"First, fill in the name of the :guilabel:`Individual` or "
":guilabel:`Company`. This is how the name appears throughout the database. "
"This field is **mandatory**."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:30
msgid ""
":guilabel:`Individual` contacts can have a :guilabel:`Company` contact "
"linked to it. After selecting :guilabel:`Individual`, a new "
":guilabel:`Company Name...` field appears below the first name field."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:35
msgid "Address"
msgstr "Osoite"
#: ../../content/applications/essentials/contacts.rst:37
msgid ""
"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or "
":guilabel:`Individual`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:40
msgid ""
"If the :guilabel:`Individual` option is chosen, then the *type of address* "
"can be chosen from a drop-down menu. Options for this drop-down menu "
"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, "
":guilabel:`Delivery Address`, :guilabel:`Other Address`, and "
":guilabel:`Private Address`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:46
msgid "Additional fields"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:48
msgid ""
"Additional details are included on the initial form. The following fields "
"are available:"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:50
msgid ":guilabel:`VAT`: Value Added Tax number."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:51
msgid ""
":guilabel:`Citizen Identification`: citizen or government identification "
"number (only available on :guilabel:`Individual`)."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:53
msgid ""
":guilabel:`Job Position`: list the job position of the "
":guilabel:`Individual` (only available on :guilabel:`Individual`)."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:55
msgid ""
":guilabel:`Phone`: list phone number (with country code). Make a call, send "
"an SMS, or WhatsApp message by hovering over the field on the saved form, "
"and clicking the desired option."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:57
msgid ""
":guilabel:`Mobile`: list mobile phone number (with country code). Make a "
"call, send an SMS, or WhatsApp message by hovering over the field on the "
"saved form, and clicking on the desired option."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:59
msgid ":guilabel:`Email`: enter the email address with the domain."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:60
msgid ""
":guilabel:`Website`: enter the full website address, starting with `http` or"
" `https`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:61
msgid ""
":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, "
":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new"
" one directly from this field."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:63
msgid ""
":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or "
"clicking the drop-down menu, and selecting one. To create a new one, type "
"the new tag in the field, and click :guilabel:`Create` from the resulting "
"drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:68
msgid "Contacts & Addresses tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:70
msgid ""
"At the bottom of the contact form are several tabs. On the "
":guilabel:`Contacts & Addresses` tab, contacts can be added that are "
"associated with a :guilabel:`Company` and related addresses. For example, a "
"specific contact person for the company can be listed here."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:74
msgid ""
"Multiple addresses can be added on both :guilabel:`Individual` and "
":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the "
":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create "
"Contact` pop-up form, in which additional addresses can be configured."
msgstr ""
#: ../../content/applications/essentials/contacts.rst-1
msgid "Add a contact/address to the contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:82
msgid ""
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
" :guilabel:`Other Address` field at the top to reveal a drop-down menu of "
"address-related options."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:85
msgid "Select any of the following options:"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:87
msgid ""
":guilabel:`Contact`: adds another contact to the existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:88
msgid ""
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
" contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:89
msgid ""
":guilabel:`Delivery Address`: adds a specific delivery address to the "
"existing contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:90
msgid ""
":guilabel:`Other Address`: adds an alternate address to the existing contact"
" form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:91
msgid ""
":guilabel:`Private Address`: adds a private address to the existing contact "
"form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst-1
msgid "Create a new contact/address on a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:97
msgid ""
"Once an option is selected, enter the corresponding contact information that"
" should be used for the specified address type."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:100
msgid ""
"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, "
"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:103
msgid ""
"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` "
"address type has been selected. This is similar to the "
":guilabel:`Individual` contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:106
msgid ""
"To add a note, click on the text field next to :guilabel:`Notes`, and write "
"anything that is applicable to the customer or contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:109
msgid ""
"Then, click :guilabel:`Save & Close` to save the address, and close the "
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
"the address, and immediately input another one."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:113
msgid "Sales & Purchase tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:115
msgid ""
"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the "
"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:118
msgid ""
"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & "
"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down "
"menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:122
msgid "Sales section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:124
msgid ""
"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can "
"be assigned to a contact. To do that, click the :guilabel:`Salesperson` "
"drop-down field, and select one. Create a new :guilabel:`Salesperson` by "
"typing the user's name, and making the appropriate selection."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:128
msgid ""
"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can "
"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment "
"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, "
"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down "
"menu to choose the appropriate :guilabel:`Pricelist`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:133
msgid ""
"Click into the :guilabel:`Delivery Method` field to select an option from "
"the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:136
msgid "Point Of Sale section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:138
msgid ""
"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` "
"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`"
" field to track points the user won as part of a *Loyalty Program*."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:143
msgid "Purchase section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:145
msgid ""
"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a "
"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` "
"can be set here, as well."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:149
msgid "Misc section"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:151
msgid ""
"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add "
"any additional information for this contact. If this contact should only be "
"accessible for one company in a multi-company database, select it from the "
":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-"
"down menu to restrict the publishing of this contact to one website (if "
"working on a database with multiple websites). Select one or more "
":guilabel:`Website Tags` to assist in filtering published customers on the "
"`/customers` website page. Select an :guilabel:`Industry` for this contact "
"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a "
"*Helpdesk* SLA policy to this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:161
msgid "Accounting tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:163
msgid ""
"The :guilabel:`Accounting` tab appears when the *Accounting* application is "
"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or "
"set default :guilabel:`Accounting entries`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:166
msgid ""
"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field "
"to enter a Legal Entity Identifier, if necessary."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:170
msgid "Internal Notes tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:172
msgid ""
"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` "
"tab, where notes can be left on this contact form, just like on the contact "
"form noted above."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:176
msgid "Partner Assignment tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:178
msgid ""
"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a"
" :guilabel:`Geolocation` section, and other partner options, including "
":guilabel:`Partner Activation` and :guilabel:`Partner Review` "
"configurations. These are **only** present when the *Resellers* module is "
"installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:183
msgid ""
"Follow the :doc:`Resellers documentation "
"<../sales/crm/track_leads/resellers>` for more information on publishing "
"partners on the website."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:187
msgid "Membership tab"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:189
msgid ""
"Finally, there is the :guilabel:`Membership` tab on contact forms, which can"
" help users manage any memberships that are being offered to this specific "
"contact. It should be noted that this tab **only** appears when the "
"*Members* application is installed."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:194
msgid "Activate membership"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:196
msgid ""
"To activate a contact's membership, click :guilabel:`Buy Membership` in the "
":guilabel:`Membership` tab of a contact form. On the pop-up window that "
"appears, select a :guilabel:`Membership` from the drop-down menu. Then, "
"configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` "
"when both fields are filled in."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:201
msgid ""
"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` "
"checkbox, in the :guilabel:`Membership` tab of a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:205
msgid ""
"Follow the :doc:`Members documentation <../sales/members>` for more "
"information on publishing members on the website."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:209
msgid "Smart buttons"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:211
msgid ""
"At the top of the contact form, there are some additional options available,"
" known as *smart buttons*."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:214
msgid ""
"Here, Odoo displays a variety of records, related to this contact, that were"
" created on other apps. Odoo integrates information from every single app, "
"so there are many smart buttons."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:218
msgid ""
"For example, there is an :guilabel:`Opportunities` smart button, where all "
"the opportunities related to this customer from the *CRM* app are "
"accessible."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:222
msgid ""
"If the corresponding applications are installed, their related smart buttons"
" appear automatically on a contact form."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:225
msgid ""
"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS "
"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the "
":guilabel:`More` smart button reveals additional options, via a drop-down "
"menu. A user can even quickly access :guilabel:`Purchases`, "
":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, "
":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the "
":guilabel:`Partner Ledger` connected to this contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:231
msgid ""
"Deliveries, documents, loyalty cards, and direct debits are *also* linked to"
" smart buttons, like this, should there be any outstanding/on-file for this "
"contact."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:234
msgid ""
"If the contact is a partner, the user can visit their partner page on the "
"Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:238
msgid "Archive contacts"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:240
msgid ""
"If a user decides they no longer want to have this contact active, the "
"record can be archived. To do that, go to the :icon:`fa-cog` "
":guilabel:`Action` menu at the top of the contact form, and click "
":guilabel:`Archive`."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:244
msgid ""
"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-"
"up window."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:246
msgid ""
"With this contact successfully archived, as indicated by a banner at the "
"top, they do not show up in the main contacts page, but they can still be "
"searched for with the :guilabel:`Archived` filter."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:250
msgid ""
"A contact can be *unarchived*, if the user decides to work with them again. "
"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at "
"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon "
"doing so, the :guilabel:`Archived` banner is removed, and the contact is "
"restored."
msgstr ""
#: ../../content/applications/essentials/contacts.rst:256
msgid ""
":doc:`Add different addresses in CRM "
"<../sales/sales/send_quotations/different_addresses>`"
msgstr ""
#: ../../content/applications/essentials/contacts.rst:257
msgid ""
"`Odoo's eLearning Contacts tutorial "
"<https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:3
msgid "Merge contacts"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:5
msgid ""
"Odoo's *Contacts* application allows user's to merge duplicate contacts, "
"without losing any information in the process. This keeps the database "
"organized, and prevents contacts from being contacted by more than one "
"salesperson."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:12
msgid "Merge duplicate contacts"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:15
msgid ""
"Merging is an irreversible action. Do **not** merge contacts unless "
"absolutely certain they should be combined."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:18
msgid ""
"Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-"
"view-list` :guilabel:`(list)` icon. Select two or more duplicate contacts "
"from the list, and tick the checkbox (on the far-left) for the contacts that"
" should be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, "
"and select :guilabel:`Merge` from the resulting drop-down menu."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst-1
msgid "The merge contacts option in the Contacts application."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:27
msgid ""
"This opens the :guilabel:`Merge` pop-up window. From here, review the "
"details of the contacts before confirming they should be merged. If any "
"contacts in the list should **not** be merged, click the :icon:`fa-times` "
":guilabel:`(delete)` icon at the far right of the contact."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:32
msgid ""
"Click the individual contact to open the record for that contact, and view "
"additional information."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst-1
msgid "The merge pop-up window in the Contacts application."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:39
msgid ""
"Click the :guilabel:`Destination Contact` field, and select an option from "
"the drop-down list. This field defaults to the contact record that was "
"created first in the system."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:42
msgid ""
"After confirming the information on the pop-up window, click "
":guilabel:`Merge Contacts`."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:45
msgid "Deduplicate contacts"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:47
msgid ""
"After the merge is finished, a pop-up window appears confirming it is "
"complete. This pop-up window also contains a :guilabel:`Deduplicate the "
"other Contacts` button. This feature searches for duplicated records, based "
"on selected criteria, and merges them automatically, or after manual "
"approval."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:52
msgid ""
"Click the :guilabel:`Deduplicate the other Contacts` button to open the "
":guilabel:`Deduplicate Contacts` pop-up window."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:55
msgid ""
"Select one or more fields to be used in the search for duplicated records. "
"Duplicated contacts can be searched, based on the following criteria:"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:58
msgid ":guilabel:`Email`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:59
msgid ":guilabel:`Name`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:60
msgid ":guilabel:`Is Company`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:61
msgid ":guilabel:`VAT`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:62
msgid ":guilabel:`Parent Company`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:65
msgid ""
"If more than one field is selected, only records that have **all** fields in"
" common are suggested as duplicates."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:68
msgid ""
"If necessary, select criteria to be used to exclude potential duplicates "
"from the search. Potential duplicates can be excluded from the search, based"
" on the following criteria:"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:71
msgid ":guilabel:`A user associated to the contact`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:72
msgid ":guilabel:`Journal Items associated to the contact`"
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:74
msgid ""
"After confirming the search criteria, click either :guilabel:`Merge with "
"Manual Check`, :guilabel:`Merge Automatically`, or :guilabel:`Merge "
"Automatically all process`."
msgstr ""
#: ../../content/applications/essentials/contacts/merge.rst:77
msgid ""
"If :guilabel:`Merge with Manual Check` is selected, complete the merge by "
"following the :ref:`steps above <contacts/merge-duplicate>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:3
msgid "Export and import data"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:8
msgid ""
"In Odoo, it is sometimes necessary to export or import data for running "
"reports, or for data modification. This document covers the export and "
"import of data into and out of Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:12
msgid ""
"Sometimes, users run into a 'time out' error, or a record does not process, "
"due to its size. This can occur with large exports, or in cases where the "
"import file is too large. To circumvent this limitation surrounding the size"
" of the records, process exports or imports in smaller batches."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:19
msgid "Export data from Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:21
msgid ""
"When working with a database, it is sometimes necessary to export data in a "
"distinct file. Doing so can aid in reporting on activities, although, Odoo "
"provides a precise and easy reporting tool with each available application."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:25
msgid ""
"With Odoo, the values can be exported from any field in any record. To do "
"so, activate the list view (|list|), on the items that need to be exported, "
"then select the records that should be exported. To select a record, tick "
"the checkbox next to the corresponding record. Finally, click on |actions|, "
"then :guilabel:`Export`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid "View of the different things to enable/click to export data."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:33
msgid ""
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
"window appears, with several options for the data to export:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Overview of options to consider when exporting data in Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:39
msgid ""
"With the :guilabel:`I want to update data (import-compatable export)` option"
" ticked, the system only shows the fields that can be imported. This is "
"helpful in the case where the :ref:`existing records need to be updated "
"<essentials/update-data>`. This works like a filter. Leaving the box "
"unticked, gives many more field options because it shows all the fields, not"
" just the ones that can be imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:44
msgid ""
"When exporting, there is the option to export in two formats: `.csv` and "
"`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds "
"information about all the worksheets in a file, including both content and "
"formatting."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:47
msgid ""
"These are the items that can be exported. Use the :guilabel:`> (right "
"arrow)` icon to display more sub-field options. Use the :guilabel:`Search` "
"bar to find specific fields. To use the :guilabel:`Search` option more "
"efficiently, click on all the :guilabel:`> (right arrows)` to display all "
"fields."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:51
msgid ""
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
":guilabel:`Fields to export` list."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:53
msgid ""
"The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be"
" used to move the fields up and down, to change the order in which they are "
"displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-"
"down arrow)` icon."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:56
msgid ""
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
":guilabel:`🗑️ (trash can)` icon to remove the field."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:58
msgid ""
"For recurring reports, it is helpful to save export presets. Select all the "
"needed fields, and click on the template drop-down menu. Once there, click "
"on :guilabel:`New template`, and give a unique name to the export just "
"created. Click the :guilabel:`💾 (floppy drive)` icon to save the "
"configuration. The next time the same list needs to be exported, select the "
"related template that was previously saved from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:65
msgid ""
"It is helpful to know the field's external identifier. For example, "
":guilabel:`Related Company` in the export user interface is equal to "
"*parent_id* (external identifier). This is helpful because then, the only "
"data exported is what should be modified and re-imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:72
msgid "Import data into Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:74
msgid ""
"Importing data into Odoo is extremely helpful during implementation, or in "
"times where data needs to be :ref:`updated in bulk <essentials/update-"
"data>`. The following documentation covers how to import data into an Odoo "
"database."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:79
msgid ""
"Imports are permanent and **cannot** be undone. However, it is possible to "
"use filters (`created on` or `last modified`) to identify records changed or"
" created by the import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:83
msgid ""
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
" settings in the left menu. Doing so reveals an :menuselection:`Advanced` "
"menu. Included in this advanced menu are two options: :guilabel:`Track "
"history during import` and :guilabel:`Allow matching with subfields`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Advanced import options when developer mode is activated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:90
msgid ""
"If the model uses openchatter, the :guilabel:`Track history during import` "
"option sets up subscriptions and sends notifications during the import, but "
"leads to a slower import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:93
msgid ""
"Should the :guilabel:`Allow matching with subfields` option be selected, "
"then all subfields within a field are used to match under the "
":guilabel:`Odoo Field` while importing."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:99
msgid "Get started"
msgstr "Aloita"
#: ../../content/applications/essentials/export_import_data.rst:101
msgid ""
"Data can be imported on any Odoo business object using either Excel "
"(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This "
"includes: contacts, products, bank statements, journal entries, and orders."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:105
msgid ""
"Open the view of the object to which the data should be imported/populated, "
"click the :icon:`fa-cog` (:guilabel:`gear`) icon and select "
":guilabel:`Import records`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Action menu revealed with the import records option highlighted."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:111
msgid ""
"Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the "
"center of the page to download a :ref:`template "
"<essentials/export_import_data/adapt-a-template>` and populate it with the "
"company's own data. Such templates can be imported in one click since the "
"data mapping is already preconfigured."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:116
msgid ""
"To upload the downloaded template or your own file, follow the next steps:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:118
msgid "Click :guilabel:`Upload Data File` and select the desired file."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:119
msgid ""
"Adjust the :guilabel:`Formatting` options as needed (for CSV files only)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:120
msgid ""
"Ensure all data in the :guilabel:`File Column` is correctly mapped to the "
"appropriate :guilabel:`Odoo Field` and free of errors."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:122
msgid ""
"(Optional) Click :guilabel:`Load Data File` to reload the same file or "
"upload a different one."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:123
msgid "Click :guilabel:`Test` to verify that the data is valid."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:124
msgid "Click :guilabel:`Import`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:127
msgid ""
"The :guilabel:`Formatting` options do **not** appear when importing the "
"proprietary Excel file type (i.e., `.xls` or `.xlsx`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:133
msgid "Adapt a template"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:135
msgid ""
"Import templates are provided in the import tool of the most common data to "
"import (contacts, products, bank statements, etc.). Open them with any "
"spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, "
"etc.)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:139
msgid "Once the template is downloaded, proceed to follow these steps:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:141
msgid "Add, remove, and sort columns to best fit the data structure."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:142
msgid ""
"It is strongly advised to **not** remove the :guilabel:`External ID` (ID) "
"column (see why in the next section)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:144
msgid ""
"Set a unique ID to every record by dragging down the ID sequencing in the "
":guilabel:`External ID` (ID) column."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid ""
"An animation of the mouse dragging down the ID column, so each record has a "
"unique ID."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:151
msgid ""
"When a new column is added, Odoo may not be able to map it automatically, if"
" its label does not fit any field within Odoo. However, new columns can be "
"mapped manually when the import is tested. Search the drop-down menu for the"
" corresponding field."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Drop-down menu expanded in the initial import screen on Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:158
msgid ""
"Then, use this field's label in the import file to ensure future imports are"
" successful."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:161
msgid ""
"Another useful way to find out the proper column names to import is to "
"export a sample file using the fields that should be imported. This way, if "
"there is not a sample import template, the names are accurate."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:169
msgid "Import from another application"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:171
msgid ""
"The :guilabel:`External ID` (ID) is a unique identifier for the line item. "
"Feel free to use one from previous software to facilitate the transition to "
"Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:174
msgid ""
"Setting an ID is not mandatory when importing, but it helps in many cases:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:176
msgid ""
":ref:`Update imports <essentials/update-data>`: import the same file several"
" times without creating duplicates."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:178
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:180
msgid ""
"To recreate relationships between different records, the unique identifier "
"from the original application should be used to map it to the "
":guilabel:`External ID` (ID) column in Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:183
msgid ""
"When another record is imported that links to the first one, use **XXX/ID** "
"(XXX/External ID) for the original unique identifier. This record can also "
"be found using its name."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:187
msgid ""
"It should be noted that conflicts occur if two (or more) records have the "
"same *External ID*."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:190
msgid "Field missing to map column"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:192
msgid ""
"Odoo heuristically tries to find the type of field for each column inside "
"the imported file, based on the first ten lines of the files."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:195
msgid ""
"For example, if there is a column only containing numbers, only the fields "
"with the *integer* type are presented as options."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:198
msgid ""
"While this behavior might be beneficial in most cases, it is also possible "
"that it could fail, or the column may be mapped to a field that is not "
"proposed by default."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:201
msgid ""
"If this happens, check the :guilabel:`Show fields of relation fields "
"(advanced) option`, then a complete list of fields becomes available for "
"each column."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst-1
msgid "Searching for the field to match the tax column."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:208
msgid "Change data import format"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:211
msgid ""
"Odoo can automatically detect if a column is a date, and tries to guess the "
"date format from a set of most commonly used date formats. While this "
"process can work for many date formats, some date formats are not "
"recognizable. This can cause confusion, due to day-month inversions; it is "
"difficult to guess which part of a date format is the day, and which part is"
" the month, in a date, such as `01-03-2016`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:217
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
":guilabel:`Formatting` options."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:220
msgid ""
"To view which date format Odoo has found from the file, check the "
":guilabel:`Date Format` that is shown when clicking on options under the "
"file selector. If this format is incorrect, change it to the preferred "
"format using *ISO 8601* to define the format."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:225
msgid ""
"*ISO 8601* is an international standard, covering the worldwide exchange, "
"along with the communication of date and time-related data. For example, the"
" date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it "
"should be written as `1981-07-24`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:230
msgid ""
"When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to"
" store dates. This maintains locale date formats for display, regardless of "
"how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-"
"separated Values)` file, use Odoo's :guilabel:`Formatting` section to select"
" the date format columns to import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:236
msgid "Import numbers with currency signs"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:238
msgid ""
"Odoo fully supports numbers with parenthesis to represent negative signs, as"
" well as numbers with currency signs attached to them. Odoo also "
"automatically detects which thousand/decimal separator is used. If a "
"currency symbol unknown to Odoo is used, it might not be recognized as a "
"number, and the import crashes."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:244
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, the "
":guilabel:`Formatting` menu appears on the left-hand column. Under these "
"options, the :guilabel:`Thousands Separator` can be changed."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:248
msgid ""
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:250
msgid "32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:251
msgid "32000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:252
msgid "32,000.00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:253
msgid "-32000.00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:254
msgid "(32000.00)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:255
msgid "$ 32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:256
msgid "(32000.00 €)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:258
msgid "Example that will not work:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:260
msgid "ABC 32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:261
msgid "$ (32.000,00)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:264
msgid ""
"A :guilabel:`() (parenthesis)` around the number indicates that the number "
"is a negative value. The currency symbol **must** be placed within the "
"parenthesis for Odoo to recognize it as a negative currency value."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:269
msgid "Import preview table not displayed correctly"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:271
msgid ""
"By default, the import preview is set on commas as field separators, and "
"quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated "
"Values)` file does not have these settings, modify the "
":guilabel:`Formatting` options (displayed under the :guilabel:`Import` "
":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV"
" (Comma-separated Values)` file)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:277
msgid ""
"If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a "
"separator, Odoo does **not** detect the separations. The file format options"
" need to be modified in the spreadsheet application. See the following "
":ref:`Change CSV file format <export_import_data/change-csv>` section."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:285
msgid "Change CSV file format in spreadsheet application"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:287
msgid ""
"When editing and saving :abbr:`CSV (Comma-separated Values)` files in "
"spreadsheet applications, the computer's regional settings are applied for "
"the separator and delimiter. Odoo suggests using *OpenOffice* or "
"*LibreOffice*, as both applications allow modifications of all three options"
" (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box"
" --> Check the box 'Edit filter settings' --> Save`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:293
msgid ""
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:297
msgid "Difference between Database ID and External ID"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:299
msgid ""
"Some fields define a relationship with another object. For example, the "
"country of a contact is a link to a record of the 'Country' object. When "
"such fields are imported, Odoo has to recreate links between the different "
"records. To help import such fields, Odoo provides three mechanisms."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:304
msgid "**Only one** mechanism should be used per field that is imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:306
msgid ""
"For example, to reference the country of a contact, Odoo proposes three "
"different fields to import:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:308
msgid ":guilabel:`Country`: the name or code of the country"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:309
msgid ""
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
" the ID PostgreSQL column"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:311
msgid ""
":guilabel:`Country/External ID`: the ID of this record referenced in another"
" application (or the `.XML` file that imported it)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:314
msgid ""
"For the country of Belgium, for example, use one of these three ways to "
"import:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:316
msgid ":guilabel:`Country`: `Belgium`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:317
msgid ":guilabel:`Country/Database ID`: `21`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:318
msgid ":guilabel:`Country/External ID`: `base.be`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:320
msgid ""
"According to the company's need, use one of these three ways to reference "
"records in relations. Here is an example when one or the other should be "
"used, according to the need:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:323
msgid ""
"Use :guilabel:`Country`: this is the easiest way when data comes from "
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:325
msgid ""
"Use :guilabel:`Country/Database ID`: this should rarely be used. It is "
"mostly used by developers as the main advantage is to never have conflicts "
"(there may be several records with the same name, but they always have a "
"unique Database ID)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:328
msgid ""
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
"from a third-party application."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:331
msgid ""
"When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` "
"files with the :guilabel:`External ID` (ID) column defining the *External "
"ID* of each record that is imported. Then, a reference can be made to that "
"record with columns, like `Field/External ID`. The following two :abbr:`CSV "
"(Comma-separated Values)` files provide an example for products and their "
"categories."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:336
msgid ""
":download:`CSV file for categories "
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:338
msgid ""
":download:`CSV file for Products "
"<export_import_data/External_id_3rd_party_application_products.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:344
msgid "Import relation fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:346
msgid ""
"An Odoo object is always related to many other objects (e.g. a product is "
"linked to product categories, attributes, vendors, etc.). To import those "
"relations, the records of the related object need to be imported first, from"
" their own list menu."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:350
msgid ""
"This can be achieved by using either the name of the related record, or its "
"ID, depending on the circumstances. The ID is expected when two records have"
" the same name. In such a case add `/ ID` at the end of the column title "
"(e.g. for product attributes: `Product Attributes / Attribute / ID`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:355
msgid "Options for multiple matches on fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:357
msgid ""
"If, for example, there are two product categories with the child name "
"`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the"
" validation is halted, but the data may still be imported. However, Odoo "
"recommends that the data is not imported because it will all be linked to "
"the first `Sellable` category found in the *Product Category* list (`Misc. "
"Products/Sellable`). Odoo, instead, recommends modifying one of the "
"duplicate's values, or the product category hierarchy."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:364
msgid ""
"However, if the company does not wish to change the configuration of product"
" categories, Odoo recommends making use of the *External ID* for this field,"
" 'Category'."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:368
msgid "Import many2many relationship fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:370
msgid ""
"The tags should be separated by a comma, without any spacing. For example, "
"if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`"
" then 'Manufacturer,Retailer' needs to be encoded in the same column of the "
":abbr:`CSV (Comma-separated Values)` file."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:374
msgid ""
":download:`CSV file for Manufacturer, Retailer "
"<export_import_data/m2m_customers_tags.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:377
msgid "Import one2many relationships"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:379
msgid ""
"If a company wants to import a sales order with several order lines, a "
"specific row **must** be reserved in the :abbr:`CSV (Comma-separated "
"Values)` file for each order line. The first order line is imported on the "
"same row as the information relative to order. Any additional lines need an "
"additional row that does not have any information in the fields relative to "
"the order."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:384
msgid ""
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
"quotations that can be imported, based on demo data:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:387
msgid ""
":download:`File for some Quotations "
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:390
msgid ""
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
"purchase orders with their respective purchase order lines:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:393
msgid ""
":download:`Purchase orders with their respective purchase order lines "
"<export_import_data/o2m_purchase_order_lines.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:396
msgid ""
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
"customers and their respective contacts:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:399
msgid ""
":download:`Customers and their respective contacts "
"<export_import_data/o2m_customers_contacts.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:403
msgid "Import image files"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:405
msgid ""
"To import image files along with the :ref:`uploaded "
"<essentials/export_import_data/get-started>` CSV or Excel file, follow the "
"next steps:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:408
msgid ""
"Add the image file names to the relevant :guilabel:`Image` column in the "
"data file."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:409
msgid ""
":ref:`Upload the data file <essentials/export_import_data/get-started>` or "
"reload it by clicking :guilabel:`Load Data File`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:411
msgid ""
"Click :guilabel:`Upload your files` under the :guilabel:`Files to import` "
"section."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:412
msgid ""
"Select the relevant image files. The number of files selected appears next "
"to the button."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:413
msgid "Click :guilabel:`Test` to verify that all data is valid."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:414
msgid ""
"Click :guilabel:`Import`. During the import process, Odoo performs a file "
"check to automatically link the uploaded images to the imported data file. "
"If there is no match, the data file is imported without any image."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:419
msgid ""
"The :guilabel:`Files to import` section is enabled if your product template "
"has an :guilabel:`Image` column with all fields populated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:421
msgid ""
"The image file names in the data file must correspond to the uploaded image "
"files."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:422
msgid ""
"When importing a large number of images, you can specify the maximum batch "
"size in megabytes and set a delay to prevent the system from becoming "
"overloaded. To do so, :doc:`enable the developer mode "
"<../general/developer_mode>` and fill in the :guilabel:`Max size per batch` "
"and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to"
" import` section. By default, the delay meets the RPC/API call limit defined"
" in the `Odoo Cloud - Acceptable Use Policy "
"<https://www.odoo.com/acceptable-use>`_."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:430
msgid "Import records several times"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:432
msgid ""
"If an imported file contains one of the columns: :guilabel:`External ID` or "
":guilabel:`Database ID`, records that have already been imported are "
"modified, instead of being created. This is extremely useful as it allows "
"users to import the same :abbr:`CSV (Comma-separated Values)` file several "
"times, while having made some changes in between two imports."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:437
msgid ""
"Odoo takes care of creating or modifying each record, depending if it is new"
" or not."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:439
msgid ""
"This feature allows a company to use the *Import/Export tool* in Odoo to "
"modify a batch of records in a spreadsheet application."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:443
msgid "Value not provided for a specific field"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:445
msgid ""
"If all fields are not set in the CSV file, Odoo assigns the default value "
"for every non-defined field. But, if fields are set with empty values in the"
" :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the"
" field, instead of assigning the default value."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:450
msgid "Export/import different tables from an SQL application to Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:452
msgid ""
"If data needs to be imported from different tables, relations need to be "
"recreated between records belonging to different tables. For instance, if "
"companies and people are imported, the link between each person and the "
"company they work for needs to be recreated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:456
msgid ""
"To manage relations between tables, use the `External ID` facilities of "
"Odoo. The `External ID` of a record is the unique identifier of this record "
"in another application. The `External ID` must be unique across all records "
"of all objects. It is a good practice to prefix this `External ID` with the "
"name of the application or table. (like, 'company_1', 'person_1' - instead "
"of '1')"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:461
msgid ""
"As an example, suppose there is an SQL database with two tables that are to "
"be imported: companies and people. Each person belongs to one company, so "
"the link between a person and the company they work for must be recreated."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:465
msgid ""
"Test this example, with a :download:`sample of a PostgreSQL database "
"<export_import_data/database_import_test.sql>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:468
msgid ""
"First, export all companies and their *External ID*. In PSQL, write the "
"following command:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:474
msgid ""
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
"file:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:483
msgid ""
"To create the :abbr:`CSV (Comma-separated Values)` file for people linked to"
" companies, use the following SQL command in PSQL:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:490
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:500
msgid ""
"In this file, Fabien and Laurence are working for the Bigees company "
"(`company_1`), and Eric is working for the Organi company. The relation "
"between people and companies is done using the *External ID* of the "
"companies. The *External ID* is prefixed by the name of the table to avoid a"
" conflict of ID between people and companies (`person_1` and `company_1`, "
"who shared the same ID 1 in the original database)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:506
msgid ""
"The two files produced are ready to be imported in Odoo without any "
"modifications. After having imported these two :abbr:`CSV (Comma-separated "
"Values)` files, there are four contacts and three companies (the first two "
"contacts are linked to the first company). Keep in mind to first import the "
"companies, and then the people."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:514
msgid "Update data in Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:516
msgid ""
"Existing data can be updated in bulk through a data import, as long as the "
":ref:`External ID <essentials/external-id>` remains consistent."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:520
msgid "Prepare data export"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:522
msgid ""
"To update data through an import, first navigate to the data to be updated, "
"and select the |list| to activate list view. On the far-left side of the "
"list, tick the checkbox for any record to be updated. Then, click |actions|,"
" and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:527
msgid ""
"On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox "
"labeled, :guilabel:`I want to update data (import-compatible export)`. This "
"automatically includes the *External ID* in the export. Additionally, it "
"limits the :guilabel:`Fields to export` list to **only** include fields that"
" are able to be imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:533
msgid ""
"The :guilabel:`External ID` field does **not** appear in the "
":guilabel:`Fields to export` list unless it is manually added, but it is "
"still included in the export. However, if the :guilabel:`I want to update "
"data (import-compatible export)` checkbox is ticked, it is included in the "
"export."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:537
msgid ""
"Select the required fields to be included in the export using the "
":ref:`options <export-data>` on the pop-up window, then click "
":guilabel:`Export`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:541
msgid "Import updated data"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:543
msgid ""
"After exporting, make any necessary changes to the data file. When the file "
"is ready, it can be :ref:`imported <import-data>` by following the same "
"process as a normal data import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:547
msgid ""
"When updating data, it is extremely important that the *External ID* remain "
"consistent, as this is how the system identifies a record. If an ID is "
"altered, or removed, the system may add a duplicate record, instead of "
"updating the existing one."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:3
msgid "In-app purchases (IAP)"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:7
msgid ""
"In-app purchases (IAP) are optional services that enhance Odoo databases. "
"Each service provides its own specific features and functionality. A full "
"list of services is available on the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid "The IAP catalog with various services available on IAP.Odoo.com."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:16
msgid ""
"The :guilabel:`SMS` service sends text messages to contacts directly from "
"the database, and the :guilabel:`Documents Digitization` service digitizes "
"scanned or PDF vendor bills, expenses, and resumes with optical character "
"recognition (OCR) and artificial intelligence (AI)."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:20
msgid ""
"|IAP| services do **not** need to be configured or set up before use. Odoo "
"users can simply click on the service in the app to activate it. However, "
"each service requires its own prepaid credits, and when they run out, users "
"**must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:25
msgid ""
"Enterprise Odoo users with a valid subscription get free credits to test IAP"
" features before deciding to purchase more credits for the database. This "
"includes demo/training databases, educational databases, and one-app-free "
"databases."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:32
msgid "IAP services"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:34
msgid ""
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
"wide range of uses."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:36
msgid "The following |IAP| services are offered by Odoo:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:38
msgid ""
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
"expenses, and resumes with OCR and AI."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:40
msgid ""
":guilabel:`Partner Autocomplete`: automatically populates contact records "
"with corporate data."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:41
msgid ""
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
"database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:42
msgid ""
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
" converts web visitors into quality leads and opportunities."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:44
msgid ""
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
"post, worldwide."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:45
msgid ""
":guilabel:`Signer identification with itsme®`: ask document signatories in "
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
"which is available in Belgium and the Netherlands."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:49
msgid ""
"For more information on every service currently available (offered from "
"developers other than Odoo), visit the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:53
msgid "Use IAP services"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:55
msgid ""
"|IAP| services are automatically integrated with Odoo, and do **not** "
"require users to configure any settings. To use a service, simply interact "
"with it wherever it appears in the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:59
msgid ""
"The following flow focuses on the *SMS* |IAP| service being used from a "
"contact's record."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:61
msgid ""
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid ""
"The SMS icon on a typical contact information form located within an Odoo "
"database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:67
msgid ""
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
"following steps:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:69
msgid ""
"First, navigate to the :menuselection:`Contacts application`, and click on a"
" contact with a mobile phone number entered in either the :guilabel:`Phone` "
"or :guilabel:`Mobile` field of the contact form."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:73
msgid ""
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:77
msgid ""
"Type a message in the :guilabel:`Message` field of the pop-up window. Then, "
"click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS,"
" to the contact, and logs what was sent in the *chatter* of the contact's "
"form."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:81
msgid ""
"Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| "
"service are automatically deducted from the existing credits. If there are "
"not enough credits to send the message, Odoo prompts the user to purchase "
"more."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:86
msgid ""
"For more information on how to use various |IAP| services, and for more in-"
"depth instructions related to SMS functionality in Odoo, review the "
"documentation below:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:89
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:90
msgid ""
":doc:`Enrich your contacts base with Partner Autocomplete "
"<../sales/crm/optimize/partner_autocomplete>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:92
msgid ":doc:`SMS Marketing <../marketing/sms_marketing>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:97
msgid "IAP credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:99
msgid ""
"Every time an |IAP| service is used, the prepaid credits for that service "
"are spent. Odoo prompts the purchase of more credits when there are not "
"enough credits left to continue using a service. Email alerts can also be "
"set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:103
msgid ""
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
" each service."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:107
msgid ""
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
"packs available, in denominations of:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:110
msgid ":guilabel:`Starter Pack`: 10 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:111
msgid ":guilabel:`Standard Pack`: 100 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:112
msgid ":guilabel:`Advanced Pack`: 500 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:113
msgid ":guilabel:`Expert Pack`: 1,000 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid "Four different packs of credits for the SMS IAP service."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:119
msgid ""
"The number of credits consumed depends on the length of the SMS and the "
"country of destination."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:121
msgid ""
"For more information, refer to the :doc:`SMS Pricing and FAQ "
"<../marketing/sms_marketing/pricing_and_faq>` documentation."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:127
msgid "Buy credits"
msgstr "Osta krediittejä"
#: ../../content/applications/essentials/in_app_purchase.rst:129
msgid ""
"If there are not enough credits to perform a task, the database "
"automatically prompts the purchase of more credits."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:132
msgid ""
"Users can check the current balance of credits for each service, and "
"manually purchase more credits, by navigating to the "
":menuselection:`Settings app --> Contacts section`, and beneath the "
":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:136
msgid ""
"Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| "
"services in the database. From here, click an |IAP| service to open its "
":guilabel:`Account Information` page, where additional credits can be "
"purchased."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:141
msgid "Manually buy credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:143
msgid "To manually buy credits in Odoo, follow these steps:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:145
msgid ""
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
" :guilabel:`Search...` bar. Alternatively users can scroll down to the "
":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where "
"it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid ""
"The Settings app showing the Odoo IAP heading and View My Services button."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:154
msgid ""
"Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| "
"services in the database. From here, click an |IAP| service to open its "
":guilabel:`Account Information` page, where additional credits can be "
"purchased."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:158
msgid ""
"On the :guilabel:`Account Information` page, click the :guilabel:`Buy "
"Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` "
"page in a new tab. From here, click :guilabel:`Buy` on the desired pack of "
"credits. Then, follow the prompts to enter payment details, and confirm the "
"order."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst-1
msgid ""
"The SMS service page on IAP.Odoo.com with four packs of credits available "
"for purchase."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:167
msgid ""
"Once the transaction is complete, the credits are available for use in the "
"database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:172
msgid "Low-credit notification"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:174
msgid ""
"It is possible to be notified when credits are low, in order to avoid "
"running out of credits, while using an |IAP| service. To do that, follow "
"this process:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:177
msgid ""
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it "
"says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:181
msgid ""
"The available |IAP| accounts appear in a list view on the :guilabel:`IAP "
"Account` page. From here, click on the desired |IAP| account to view that "
"service's :guilabel:`Account Information` page."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:184
msgid ""
"On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` "
"checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and"
" :guilabel:`Warning Email`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:187
msgid ""
"In the :guilabel:`Threshold` field, enter an amount of credits Odoo should "
"use as the minimum threshold for this service. In the :guilabel:`Warning "
"Email` field, enter the email address that receives the notification."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:191
msgid ""
"Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the "
"balance of credits falls below the amount listed as the "
":guilabel:`Threshold`."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:3
msgid "Keyboard shortcuts"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:5
msgid ""
"Users in Odoo can utilize several keyboard shortcuts to navigate through "
"modules, execute actions, and manage data."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:9
msgid ""
"Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on "
"the interface."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:0
msgid "A selection of keyboard shortcuts in Odoo."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:16
msgid ""
"Some keyboard shortcuts may not be available on different versions of Odoo "
"or effective depending on browsers, extensions, or other individual "
"settings."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:20
msgid "Keyboard shortcuts by operating system"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:22
msgid ""
"Below is a list of some of the most commonly used keyboard shortcuts within "
"Odoo, listed by operating system."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:29
msgid "Description"
msgstr "Kuvaus"
#: ../../content/applications/essentials/keyboard_shortcuts.rst:30
msgid "Windows / Linux"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:31
msgid "macOS"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:32
msgid "Previous breadcrumb"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:33
msgid ":kbd:`Alt` + :kbd:`B`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:34
msgid ":kbd:`Ctrl` + :kbd:`B`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:35
msgid "Create new record"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:36
msgid ":kbd:`Alt` + :kbd:`C`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:37
msgid ":kbd:`Ctrl` + :kbd:`C`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:38
msgid "Odoo Home Page"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:39
msgid ":kbd:`Alt` + :kbd:`H`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:40
msgid ":kbd:`Ctrl` + :kbd:`H`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:41
msgid "Discard changes"
msgstr "Hylkää muutokset"
#: ../../content/applications/essentials/keyboard_shortcuts.rst:42
msgid ":kbd:`Alt` + :kbd:`J`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:43
msgid ":kbd:`Ctrl` + :kbd:`J`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:44
msgid "Save changes"
msgstr "Tallenna muutokset"
#: ../../content/applications/essentials/keyboard_shortcuts.rst:45
msgid ":kbd:`Alt` + :kbd:`S`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:46
msgid ":kbd:`Ctrl` + :kbd:`S`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:47
msgid "Next page"
msgstr "Seuraava sivu"
#: ../../content/applications/essentials/keyboard_shortcuts.rst:48
msgid ":kbd:`Alt` + :kbd:`N`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:49
msgid ":kbd:`Ctrl` + :kbd:`N`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:50
msgid "Previous page"
msgstr "Edellinen sivu"
#: ../../content/applications/essentials/keyboard_shortcuts.rst:51
msgid ":kbd:`Alt` + :kbd:`P`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:52
msgid ":kbd:`Ctrl` + :kbd:`P`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:53
msgid "Search"
msgstr "Hae"
#: ../../content/applications/essentials/keyboard_shortcuts.rst:54
msgid ":kbd:`Alt` + :kbd:`Q`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:55
msgid ":kbd:`Ctrl` + :kbd:`Q`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:56
msgid "Select menus"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:57
msgid ":kbd:`Alt` + :kbd:`1-9`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:58
msgid ":kbd:`Ctrl` + :kbd:`1-9`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:59
msgid "Create a new To-Do"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:60
msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`T`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:61
msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:62
msgid "Search a Knowledge article"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:63
msgid ":kbd:`Alt` + :kbd:`F`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:64
msgid ":kbd:`Ctrl` + :kbd:`F`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:65
msgid "Share a Knowledge article"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:66
msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`S`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:67
msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:68
msgid "Open command palette"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:69
msgid ":kbd:`Ctrl` + :kbd:`K`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:70
msgid ":kbd:`Command` + :kbd:`K`"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:73
msgid ""
"After opening the command palette, search using the following keyboard "
"shortcuts:"
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:75
msgid ":kbd:`/`: search for menus, applications, and modules."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:76
msgid ":kbd:`@`: search for users."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:77
msgid ":kbd:`#`: search for **Discuss** channels."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:78
msgid ":kbd:`?`: search for **Knowledge** articles."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:80
msgid ""
"Enter a name (or term) in the search bar, or use the arrow keys to scroll "
"through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to "
"open the selected app, module, or menu in a new tab."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:0
msgid "The command palette in Odoo, with the menu search option selected."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:3
msgid "Reporting"
msgstr "Raportointi"
#: ../../content/applications/essentials/reporting.rst:5
msgid ""
"You can find several reports under the :guilabel:`Reporting` menu of most "
"apps that let you analyze and visualize the data of your records."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:11
msgid "Selecting a view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:13
msgid ""
"Depending on the report, Odoo can display the data in various ways. "
"Sometimes, a unique view fully tailored to the report is available, while "
"several views are available for others. However, two generic views are "
"dedicated to reporting: the graph and pivot views."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:20
msgid "Graph view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:22
msgid ""
"The :ref:`graph view <reporting/using-graph>` is used to visualize your "
"records' data, helping you identify patterns and trends. The view is often "
"found under the :guilabel:`Reporting` menu of apps but can be found "
"elsewhere. Click the **graph view button** located at the top right to "
"access it."
msgstr ""
#: ../../content/applications/essentials/reporting.rst-1
msgid "Selecting the graph view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:33
msgid "Pivot view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:35
msgid ""
"The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your "
"records' data and break it down for analysis. The view is often found under "
"the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the"
" **pivot view button** located at the top right to access it."
msgstr ""
#: ../../content/applications/essentials/reporting.rst-1
msgid "Selecting the pivot view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:45
msgid "Choosing measures"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:47
msgid ""
"After selecting a view, you should ensure only the relevant records are "
":doc:`filtered <search>`. Next, you should choose what is measured. By "
"default, a measure is always selected. If you wish to edit it, click "
":guilabel:`Measures` and choose one or, only for pivots, multiple measures."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:52
msgid ""
"When you select a measure, Odoo aggregates the values recorded on that field"
" for the filtered records. Only numerical fields (:ref:`integer "
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
"can be measured. In addition, the :guilabel:`Count` option is used to count "
"the total number of filtered records."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:58
msgid ""
"After choosing what you want to measure, you can define how the data should "
"be :ref:`grouped <search/group>` depending on the dimension you want to "
"analyze. By default, the data is often grouped by *Date > Month*, which is "
"used to analyze the evolution of a measure over the months."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:63
msgid ""
"When you filter a single time period, the option to compare it against "
"another one appears."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Using the comparison option"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:72
msgid "Select measures"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:74
msgid ""
"Among other measures, you could add the :guilabel:`Margin` and "
":guilabel:`Count` measures to the Sales Analysis report. By default, the "
":guilabel:`Untaxed Amount` measure is selected."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Selecting different measures on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:81
msgid "Group measures"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:83
msgid ""
"You could group the measures by :guilabel:`Product Category` at the level of"
" rows on the previous Sales Analysis report example."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Adding a group on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:92
msgid "Using the pivot view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:94
msgid ""
"Grouping data is quintessential to the pivot view. It enables drilling down "
"the data to gain deeper insights. While you can use the :guilabel:`Group By`"
" option to quickly add a group at the level of rows, as shown in the example"
" above, you can also click the plus button (:guilabel:``) next to the "
":guilabel:`Total` header at the level of rows *and* columns, and then select"
" one of the **preconfigured groups**. To remove one, click the minus button "
"(:guilabel:``)."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:100
msgid ""
"Once you have added a group, you can add new ones on the opposite axis or "
"the newly created subgroups."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:104
msgid ""
"You could further divide the measures on the previous Sales Analysis report "
"example by the :guilabel:`Salesperson` group at the level of columns and by "
"the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / "
"Office Furniture` product category."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Adding multiple groups on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:112
msgid ""
"Switch the rows and columns' groups by clicking the flip axis button "
"(:guilabel:`⇄`)."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:113
msgid ""
"Click on a measure's label to sort the values by ascending (⏶) or descending"
" (⏷) order."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:114
msgid ""
"Download a `.xlsx` version of the pivot by clicking the download button "
"(:guilabel:`⭳`)."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:119
msgid "Using the graph view"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:121
msgid "Three graphs are available: the bar, line, and pie charts."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:123
msgid ""
"**Bar charts** are used to show the distribution or a comparison of several "
"categories. They are especially useful as they can deal with larger data "
"sets."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:126
msgid ""
"**Line charts** are useful to show changing time series and trends over "
"time."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:128
msgid ""
"**Pie charts** are used to show the distribution or a comparison of a small "
"number of categories when they form a meaningful whole."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:133
msgid "Bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:138
msgid "Line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:143
msgid "Pie chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Viewing the Sales Analysis report as a pie chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:149
msgid ""
"For **bar** and **line** charts, you can use the stacked option when you "
"have at least two groups, which then appear on top of each other instead of "
"next to each other."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:154
msgid "Stacked bar chart"
msgstr "Pinottu pylväsdiagrammi"
#: ../../content/applications/essentials/reporting.rst:0
msgid "Stacked bar chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:159
msgid "Regular bar chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Non-stacked bar chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:164
msgid "Stacked line chart"
msgstr "Pinottu viivakaavio"
#: ../../content/applications/essentials/reporting.rst:0
msgid "Stacked line chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:169
#: ../../content/applications/essentials/reporting.rst:184
msgid "Regular line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Non-stacked line chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:174
msgid ""
"For **line** charts, you can use the cumulative option to sum values, which "
"is especially useful to show the change in growth over a time period."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:179
msgid "Cumulative line chart"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Cumulative line chart example"
msgstr ""
#: ../../content/applications/essentials/reporting.rst:0
msgid "Regular line chart example"
msgstr ""
#: ../../content/applications/essentials/search.rst:3
msgid "Search, filter, and group records"
msgstr ""
#: ../../content/applications/essentials/search.rst:5
msgid ""
"Odoo allows for the searching, filtering, and grouping of records in a view "
"to display only the most relevant records. The search bar is located at the "
"top of the view, start typing to :ref:`search for values <search/values>`, "
"or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter "
"<search/filters>`, :ref:`Group By <search/group>`, and :ref:`Favorites "
"<search/favorites>` drop-down menus."
msgstr ""
#: ../../content/applications/essentials/search.rst:14
msgid "Search for values"
msgstr ""
#: ../../content/applications/essentials/search.rst:16
msgid ""
"Use the search field to quickly look for specific values, and add them as a "
"filter. Type the value to search for, and select the desired option from the"
" drop-down menu to apply the search filter."
msgstr ""
#: ../../content/applications/essentials/search.rst:20
msgid ""
"Instead of adding a :ref:`custom filter <search/custom-filters>` to select "
"records where *Mitchell Admin* is the salesperson on the *Sales Analysis* "
"report (:menuselection:`Sales app --> Reporting --> Sales`), search for "
"`Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search"
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Searching for a specific value on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:30
msgid ""
"Using the search field is equivalent to using the *contains* operator when "
"adding a :ref:`custom filter <search/custom-filters>`. If a partial value is"
" entered, and the desired field is directly selected (without selecting the "
":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters "
"for the selected field are included."
msgstr ""
#: ../../content/applications/essentials/search.rst:38
msgid "Filters"
msgstr "Suodattimet"
#: ../../content/applications/essentials/search.rst:40
msgid ""
"Filters are used to select records that meet specific criteria. The default "
"selection of records is specific to each view, but can be modified by "
"selecting one (or several) :ref:`preconfigured filters "
"<search/preconfigured-filters>`, or by adding a :ref:`custom filter "
"<search/custom-filters>`."
msgstr ""
#: ../../content/applications/essentials/search.rst:47
msgid "Preconfigured filters"
msgstr ""
#: ../../content/applications/essentials/search.rst:49
msgid ""
"Modify the default selection of records by clicking the :guilabel:`🔽 (down "
"arrow)` icon from the search bar, and selecting one (or several) "
"*preconfigured filters* from the :guilabel:`Filters` drop-down menu."
msgstr ""
#: ../../content/applications/essentials/search.rst:54
msgid ""
"On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> "
"Sales`), only records that are at the *sales order* stage, with an *order "
"date* within the last 365 days, are selected by default."
msgstr ""
#: ../../content/applications/essentials/search.rst:58
msgid ""
"To also include records at the *quotation* stage, select "
":guilabel:`Quotations` from the :guilabel:`Filters`."
msgstr ""
#: ../../content/applications/essentials/search.rst:61
msgid ""
"Furthermore, to *only* include sales order and quotation records from a "
"specific year, like 2024, for example, first remove the existing `Order "
"Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, "
"then select :menuselection:`Order Date --> 2024`."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Using preconfigured filters on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:70
msgid ""
"The preconfigured :guilabel:`Filters` are grouped, and each group is "
"separated by a horizontal line. Selecting preconfigured filters from the "
"same group allows records to match *any* of the applied conditions. However,"
" selecting filters from different groups requires records to match *all* of "
"the applied conditions."
msgstr ""
#: ../../content/applications/essentials/search.rst:78
msgid "Custom filters"
msgstr ""
#: ../../content/applications/essentials/search.rst:80
msgid ""
"If the :ref:`preconfigured filters <search/preconfigured-filters>` are not "
"specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down"
" arrow)` icon in the search bar, then select :menuselection:`Filters --> Add"
" Custom Filter`."
msgstr ""
#: ../../content/applications/essentials/search.rst:84
msgid ""
"The :guilabel:`Add Custom Filter` pop-up window displays the matching "
"option, filter rule, and a toggle to :guilabel:`Include archived` records."
msgstr ""
#: ../../content/applications/essentials/search.rst-1
msgid "The Add Custom Filter pop-up window."
msgstr ""
#: ../../content/applications/essentials/search.rst:91
msgid ""
"The default matching configuration is to :guilabel:`Match any of the "
"following rules`, indicating that each filter rule is applied independently."
" To change the matching configuration to :guilabel:`Match all of the "
"following rules`, at least two filter rules must be added to the custom "
"filter."
msgstr ""
#: ../../content/applications/essentials/search.rst:96
msgid ""
":guilabel:`Match all 🔽 of the following rules`: **all** of the filter rules "
"must be met. Logically, this is an *AND* (`&`) operation."
msgstr ""
#: ../../content/applications/essentials/search.rst:98
msgid ""
":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules "
"can be met. Logically, this is an *OR* (`|`) operation."
msgstr ""
#: ../../content/applications/essentials/search.rst:101
msgid ""
"By default, a single filter rule is added to the custom filter. The "
"following describes the structure of a filter rule:"
msgstr ""
#: ../../content/applications/essentials/search.rst:104
msgid ""
"The first inline field is the *field name* to filter by. Some fields have "
"refined parameters that are nested within another field. These fields have "
"an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal "
"the nested fields."
msgstr ""
#: ../../content/applications/essentials/search.rst:107
msgid ""
"The second inline field is the conditional *operator* used to compare the "
"field name to the value. The :ref:`available conditional operators "
"<reference/orm/domains>` are specific to the field's data type."
msgstr ""
#: ../../content/applications/essentials/search.rst:110
msgid ""
"The third inline field is the variable *value* of the field name. The value "
"input may appear as a drop-down menu, a text input, a number input, a "
"date/time input, a boolean selector, or it may be blank, depending on the "
"operator used and the field's data type."
msgstr ""
#: ../../content/applications/essentials/search.rst:114
msgid ""
"Three inline buttons are also available to the right of the rule's filter "
"criteria:"
msgstr ""
#: ../../content/applications/essentials/search.rst:116
msgid ":guilabel:` (plus sign)`: adds a new rule below the existing rule."
msgstr ""
#: ../../content/applications/essentials/search.rst:117
msgid ""
":guilabel:`(Add branch)`: adds a new group of rules below the existing rule,"
" with the :guilabel:`any` and :guilabel:`all` matching options available to "
"define how each rule within this branch is applied to the filter. If the "
"matching option is set to the same as the parent group, the fields are moved"
" to join the parent group."
msgstr ""
#: ../../content/applications/essentials/search.rst:123
msgid ""
"If the matching option is set to :guilabel:`Match all 🔽 of the following "
"rules`, and a new branch is added with its matching option changed from "
":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch "
"disappears, and its group of rules are moved to the parent group."
msgstr ""
#: ../../content/applications/essentials/search.rst:128
msgid ""
":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted,"
" all children of that node are deleted, as well."
msgstr ""
#: ../../content/applications/essentials/search.rst:131
msgid ""
"A new filter rule can be added to the custom filter by clicking the "
":guilabel:`New Rule` button."
msgstr ""
#: ../../content/applications/essentials/search.rst:133
msgid ""
"Once the filter criteria are defined, click :guilabel:`Add` to add the "
"custom filter to the view."
msgstr ""
#: ../../content/applications/essentials/search.rst:136
msgid ""
"To target all leads and opportunities from the :menuselection:`CRM` app that"
" are in the *Won* stage, and have an expected revenue greater than $1,000, "
"the following should be entered:"
msgstr ""
#: ../../content/applications/essentials/search.rst:139
msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`"
msgstr ""
#: ../../content/applications/essentials/search.rst:141
msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`"
msgstr ""
#: ../../content/applications/essentials/search.rst:142
msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`"
msgstr ""
#: ../../content/applications/essentials/search.rst:143
msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`"
msgstr ""
#: ../../content/applications/essentials/search.rst:145
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`"
msgstr ""
#: ../../content/applications/essentials/search.rst:146
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`"
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Adding a custom filter to filter specific records in CRM."
msgstr ""
#: ../../content/applications/essentials/search.rst:153
msgid ""
"Activate :ref:`developer-mode` to reveal each field's technical name and "
"data type, as well as the :guilabel:`# Code editor` text area below the "
"filter rules, to view and edit the domain manually."
msgstr ""
#: ../../content/applications/essentials/search.rst:160
msgid "Group records"
msgstr ""
#: ../../content/applications/essentials/search.rst:162
msgid ""
"The display of records in a view can be clustered together, according to one"
" of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down "
"arrow)` icon in the search bar, then select one of the :guilabel:`Group By` "
"options from the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/search.rst:167
msgid ""
"To group the records by salesperson on the *Sales Analysis* report "
"(:menuselection:`Sales app --> Reporting --> Sales`), click the "
":guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu."
" The view changes to group the records by salesperson, without filtering out"
" any records."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Grouping records on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:176
msgid ""
"It is possible to *customize groups* by using a field present on the model. "
"To do so, click :menuselection:`Add Custom Group`, and select a field from "
"the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/search.rst:180
msgid ""
"Several groups can be used at the same time. The first group that is "
"selected is the main cluster, the next one that is added further divides the"
" main group's categories, and so on. Furthermore, filters and groups can be "
"used together to refine the view even more."
msgstr ""
#: ../../content/applications/essentials/search.rst:187
msgid "Comparison"
msgstr "Vertailu"
#: ../../content/applications/essentials/search.rst:189
msgid ""
"Certain reporting dashboards include a :guilabel:`Comparison` section in the"
" drop-down menus of their :guilabel:`Search...` bars. This includes the "
":doc:`Overall Equipment Effectiveness "
"<../inventory_and_mrp/manufacturing/reporting/oee>` report for the "
"*Manufacturing* app, and the :doc:`Purchase "
"<../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* "
"app, among others."
msgstr ""
#: ../../content/applications/essentials/search.rst:195
msgid ""
"The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used"
" to compare data from two different time periods. There are two comparison "
"options to choose from: :guilabel:`(Time Filter): Previous Period` and "
":guilabel:`(Time Filter): Previous Year`."
msgstr ""
#: ../../content/applications/essentials/search.rst:200
msgid ""
"For some reports, the :guilabel:`Comparison` section **only** appears in the"
" :guilabel:`Search...` bar drop-down menu if one (or more) time periods have"
" been selected in the :guilabel:`Filters` column. This is because, if no "
"time period is specified, there is nothing to compare."
msgstr ""
#: ../../content/applications/essentials/search.rst:205
msgid ""
"Additionally, some reports only allow use of the :guilabel:`Comparison` "
"feature when the :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type, or"
" the :icon:`oi-view-pivot` :guilabel:`(pivot)` view, is selected. A "
":guilabel:`Comparison` option can be selected even if another view is "
"enabled, but doing so does **not** change the way data is displayed on the "
"report."
msgstr ""
#: ../../content/applications/essentials/search.rst-1
msgid "The Search... bar for the production analysis report."
msgstr ""
#: ../../content/applications/essentials/search.rst:215
msgid ""
"To view data using one of the two comparisons, begin by selecting a time "
"period in the :guilabel:`Filters` column of the :guilabel:`Search...` bar "
"drop-down menu. Then, select either :guilabel:`(Time Filter): Previous "
"Period` or :guilabel:`(Time Filter): Previous Year` in the "
":guilabel:`Comparison` section."
msgstr ""
#: ../../content/applications/essentials/search.rst:220
msgid ""
"With one of the :guilabel:`Comparison` options enabled, the report compares "
"the data for the selected period, with the data for the same unit of time "
"(month, quarter, year), one period or year prior. The way the data is "
"displayed depends on the selected view:"
msgstr ""
#: ../../content/applications/essentials/search.rst:224
msgid ""
"The :icon:`fa-bar-chart` :guilabel:`(bar chart)` shows two bars, side-by-"
"side, for each unit of time for the selected time period. The left bar "
"represents the selected time period, while the right bar represents the "
"previous time period."
msgstr ""
#: ../../content/applications/essentials/search.rst:227
msgid ""
"The :icon:`fa-line-chart` :guilabel:`(line chart)` is displayed with two "
"lines, one representing the selected time period, and the other representing"
" the previous time period."
msgstr ""
#: ../../content/applications/essentials/search.rst:229
msgid ""
"The :icon:`fa-pie-chart` :guilabel:`(pie chart)` appears as a large circle "
"with a smaller circle inside. The larger circle represents the selected time"
" period, while the smaller circle represents the previous time period."
msgstr ""
#: ../../content/applications/essentials/search.rst:232
msgid ""
"The :icon:`oi-view-pivot` :guilabel:`(pivot table)` is displayed with each "
"column split into two smaller columns. The right column represents the "
"selected time period, while the left column represents the previous time "
"period."
msgstr ""
#: ../../content/applications/essentials/search.rst:237
msgid ""
"In the :guilabel:`Production Analysis` report of the "
":menuselection:`Manufacturing` app, data for the second quarter of 2024 is "
"compared to data for the second quarter of 2023. :guilabel:`Q2` is selected "
"in the :guilabel:`End Date` filter section of the :guilabel:`Search...` bar "
"drop-down menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: "
"Previous Year` is selected."
msgstr ""
#: ../../content/applications/essentials/search.rst:242
msgid ""
"The current year is 2024, so the larger circle shows data for the second "
"quarter (Q2) of 2024. The smaller circle shows data for the second quarter "
"(Q2) of 2023, which is the same time period, but one *year* prior."
msgstr ""
#: ../../content/applications/essentials/search.rst:246
msgid ""
"If :guilabel:`End Date: Previous Period` is selected instead, the smaller "
"circle shows data for the first quarter (Q1) of 2024, which is the same time"
" period, but one *period* prior."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "The comparison view of the Production Analysis report."
msgstr ""
#: ../../content/applications/essentials/search.rst:256
msgid "Favorites"
msgstr "Suosikit"
#: ../../content/applications/essentials/search.rst:258
msgid ""
"Favorites are a way to save a specific search for future use, or as the new "
"default filter for the view."
msgstr ""
#: ../../content/applications/essentials/search.rst:261
msgid ""
"To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`"
" icon in the search bar, then select the :guilabel:`Save current search` "
"drop-down menu to display the following options:"
msgstr ""
#: ../../content/applications/essentials/search.rst:265
msgid "Filter name: name of the favorited search."
msgstr ""
#: ../../content/applications/essentials/search.rst:266
msgid ""
":guilabel:`Default filter`: sets the favorited search as the default filter "
"for the view."
msgstr ""
#: ../../content/applications/essentials/search.rst:267
msgid ""
":guilabel:`Shared`: makes the favorited search available to all users. By "
"default, the favorited search is only available to the user who created it."
msgstr ""
#: ../../content/applications/essentials/search.rst:270
msgid ""
"Once the options are set, click :guilabel:`Save` to save the favorited "
"search."
msgstr ""
#: ../../content/applications/essentials/search.rst-1
msgid "Saving a favorite search on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:276
msgid ""
"Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` "
"icon in the search bar, then selecting the saved filter in the "
":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the "
":guilabel:`🗑️ (garbage can)` icon next to the favorited search."
msgstr ""
#: ../../content/applications/essentials/search.rst:281
msgid ""
"To view *all* favorited searches, first activate :ref:`developer-mode`, and "
"navigate to :menuselection:`Settings app --> Technical --> User Interface: "
"User-defined Filters`. From here, all favorited searches can be viewed, "
"edited, archived, or deleted."
msgstr ""