3867 lines
144 KiB
Plaintext
3867 lines
144 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Yenthe Van Ginneken <yenthespam@gmail.com>, 2024
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# Gunther Clauwaert <gclauwae@hotmail.com>, 2024
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# Jolien De Paepe, 2024
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# Erwin van der Ploeg <erwin@odooexperts.nl>, 2024
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# Martin Trigaux, 2024
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# Wil Odoo, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 18.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-01-28 12:25+0000\n"
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"PO-Revision-Date: 2024-10-08 06:34+0000\n"
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"Last-Translator: Wil Odoo, 2024\n"
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"Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: nl\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "Activiteiten"
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#: ../../content/applications/essentials/activities.rst:7
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msgid "*Activities* are follow-up tasks tied to a record in an Odoo database."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:11
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msgid ""
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"The icon used to display activities varies, depending on the :ref:`activity "
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"type <activities/types>`:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:14
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msgid ""
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":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:15
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msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:16
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msgid ""
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":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:17
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msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:18
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msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:19
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msgid ""
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":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be "
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"uploaded."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:20
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msgid ""
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":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature"
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" request is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:23
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msgid "Schedule activities"
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msgstr "Activiteiten plannen"
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#: ../../content/applications/essentials/activities.rst:25
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msgid ""
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"Activities can be scheduled on any page of the database that contains a "
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":ref:`chatter <activities/chatter>` thread, :ref:`Kanban view "
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"<activities/kanban>`, :ref:`list view <activities/list>`, or "
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":ref:`activities view <activities/activity>` of an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:32
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msgid "Chatter"
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msgstr "Chatter"
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#: ../../content/applications/essentials/activities.rst:34
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msgid "Activities can be created from the chatter on any record."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:36
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msgid ""
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"To schedule a new activity, click the :guilabel:`Activities` button, located"
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" at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up "
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"window that appears, :ref:`fill out the Schedule Activity form "
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"<activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "New activity type form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:47
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msgid "Kanban view"
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msgstr "Kanban-weergave"
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#: ../../content/applications/essentials/activities.rst:49
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msgid ""
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"Activities can also be created from the :icon:`oi-view-kanban` "
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":guilabel:`(Kanban)` view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:51
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msgid ""
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"To do so, click on the |clock| located at the bottom of an individual "
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"record."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:53
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msgid ""
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"Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the"
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" Schedule Activity form <activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:61
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#: ../../content/applications/essentials/activities.rst:79
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msgid ""
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"If a record already has a scheduled activity, the |clock| is replaced by the"
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" icon that represents the existing scheduled activity. Click on the activity"
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" type's icon to schedule another activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr "Lijstweergave"
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#: ../../content/applications/essentials/activities.rst:69
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msgid ""
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"Activities can also be created from a :icon:`oi-view-list` "
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":guilabel:`(list)` view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:71
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msgid ""
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"If the :guilabel:`Activities` column is hidden, reveal it using the "
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":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-"
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"right of the top row."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:74
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msgid ""
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"Then, click on the |clock| for the record the activity is being added to, "
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"and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the "
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"Schedule Activity form <activities/form>` that appears."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:89
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msgid "Activity view"
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msgstr "Activiteit weergave"
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#: ../../content/applications/essentials/activities.rst:91
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msgid ""
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"Most applications in Odoo have an *Activity* view available. If available, a"
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" |clock| is visible in the top-right corner of the main menu bar, amongst "
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"the other view option icons."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:94
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msgid "To open the activity view, click the |clock|."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "Top-right menu with the Activities icon called out."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:100
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msgid ""
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"In this view, all the available activities are listed in the columns, while "
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"the horizontal entries represent all the individual records."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:103
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msgid ""
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"Activities that appear green have a due date in the future, activities that "
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"appear orange are due today, while activities appearing red are overdue."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:106
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msgid ""
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"Color bars in each column represent records for specific activity types, and"
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" display a number indicating how many activities are scheduled for that "
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"type."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:109
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msgid ""
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"If multiple activity types are scheduled for a record, a number appears in "
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"the box, indicating the total number of scheduled activities."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:113
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msgid ""
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"Activity colors, and their relation to an activity's due date, are "
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"consistent throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:116
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msgid ""
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"To schedule an activity for a record, hover over the corresponding field. "
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"Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then "
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":ref:`fill out the Schedule Activity form <activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:127
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msgid "Schedule Activity form"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:129
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msgid ""
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"Activities can be scheduled from many different places, such as from the "
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":ref:`chatter <activities/chatter>` of a record, or from one of multiple "
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"views in an application, when available: the :ref:`Kanban view "
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"<activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity "
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"view <activities/activity>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:134
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#: ../../content/applications/essentials/activities.rst:210
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msgid "Enter the following information on the form:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:136
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msgid ""
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":guilabel:`Activity Type`: select the type of activity from the drop-down "
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"menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, "
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":guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other "
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"applications are installed, additional options may be available."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:139
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msgid ""
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":guilabel:`Summary`: enter a short title for the activity, such as `Discuss "
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"Proposal`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:140
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msgid ""
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":guilabel:`Due Date`: using the calendar popover, select the activity's "
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"deadline."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:141
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msgid ""
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":guilabel:`Assigned to`: by default, the current user populates this field. "
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"To assign a different user to the activity, select them from the drop-down "
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"menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:143
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msgid ""
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":guilabel:`Notes`: add any additional information for the activity in this "
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"field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:145
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msgid ""
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"When the :guilabel:`Schedule Activity` pop-up window is completed, click one"
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" of the following buttons:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:148
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msgid ""
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":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the"
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" activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:150
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msgid ""
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"Click on the desired date and time for the activity, and a :guilabel:`New "
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"Event` pop-up window appears. The summary from the *Schedule Activity* pop-"
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"up window populates the :guilabel:`Title` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:154
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msgid ""
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"Enter the information in the :guilabel:`New Event` pop-up window, then click"
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" :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is "
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"added to the chatter under the :guilabel:`Planned Activities` section."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:159
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msgid ""
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"The :guilabel:`Open Calendar` button **only** appears if the "
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":guilabel:`Activity Type` is set to either :guilabel:`Call` or "
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":guilabel:`Meeting`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:162
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msgid ""
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":guilabel:`Schedule`: schedules the activity, and adds the activity to the "
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"chatter under :guilabel:`Planned Activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:164
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msgid ""
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":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the"
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" chatter under :guilabel:`Today`. The activity is not scheduled, and is "
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"automatically marked as done."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:166
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msgid ""
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":guilabel:`Done & Schedule Next`: adds the details of the activity to the "
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"chatter under :guilabel:`Today`. The activity is not scheduled, is "
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"automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up"
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" window appears."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:169
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msgid ""
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":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule "
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"Activity` pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:178
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msgid "All scheduled activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:180
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msgid ""
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"To view a consolidated list of activities, organized by application, click "
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"the |clock| in the header menu, located in the top-right corner."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:183
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msgid ""
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"If any activities are scheduled, the number of activities appear in a red "
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"bubble on the |clock|."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:186
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msgid ""
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"All activities for each application are further divided into subsections, "
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"indicating where in the application the activity is to be completed. Each "
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"sub-section lists the number of scheduled activities that are "
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":guilabel:`Late`, due :guilabel:`Today`, and scheduled in the "
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":guilabel:`Future`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:192
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msgid ""
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"In the *Time Off* application, one activity is scheduled to be done in the "
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"*All Time Off* requests dashboard, and six activities are scheduled to be "
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"done in the *Allocations* dashboard."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:195
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msgid ""
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"These requests appear in two separate lists in the all activities drop-down "
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"menu: one labeled `Time Off` and one labeled `Time Off Allocation`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"The list of activities that is accessed from the main menu bar. Two entries for the Time\n"
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"Off application are highlighted."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:204
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msgid "Request a document"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:206
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msgid ""
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"The option to :guilabel:`Request a Document` is available at the bottom of "
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"the list of :ref:`all scheduled activities <activities/all>`, the option to "
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":guilabel:`Request a Document` appears. Click :guilabel:`Request a "
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"Document`, and a :guilabel:`Request a file` pop-up window appears."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:212
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msgid ""
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":guilabel:`Document Name`: enter a name for the document being requested."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:213
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msgid ""
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":guilabel:`Request To`: select the user the document is being requested from"
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" using the drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:215
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msgid ""
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":guilabel:`Due Date In`: enter a numerical value indicating when the "
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"document is due. Next to this field, a :guilabel:`Days` field is visible. "
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"Click :guilabel:`Days`, the default option, to reveal a drop-down menu. "
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"Select the desired time-frame option from the list. The options are "
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":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:219
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msgid ""
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":guilabel:`Workspace`: using the drop-down menu, select the specific "
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":ref:`Workspace <documents/workspaces>` the document is being uploaded to."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:221
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msgid ""
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":guilabel:`Tags`: select any desired tags from the drop-down menu. The "
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"available tags displayed are based on the tags configured for the selected "
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":guilabel:`Workspace`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:223
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msgid ""
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":guilabel:`Message`: enter a message to clarify the document request in this"
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" field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:225
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msgid ""
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"When all the fields are completed, click :guilabel:`Request` to send the "
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"document request."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"The Request a file form, with all fields filled out to request a contract."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:234
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msgid "Activity types"
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msgstr "Soorten activiteiten"
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#: ../../content/applications/essentials/activities.rst:236
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msgid ""
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||
"To view the currently configured types of activities in the database, "
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"navigate to :menuselection:`Settings app --> Discuss section --> Activities "
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"setting --> Activity Types`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"Activity Types button in the Settings application under the Discuss section."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:243
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msgid ""
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"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
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"activity types are found."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:246
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msgid ""
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"Individual applications have a list of *Activity Types* dedicated to that "
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"application. For example, to view and edit the activities available for the "
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"*CRM* application, go to :menuselection:`CRM app --> Configuration --> "
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||
"Activity Types`."
|
||
msgstr ""
|
||
"Afzonderlijke applicaties hebben een lijst met *Activiteitstypen* die aan "
|
||
"die applicatie zijn gekoppeld. Om bijvoorbeeld de beschikbare activiteiten "
|
||
"voor de *CRM* applicatie te bekijken en te bewerken, ga je naar "
|
||
":menuselection:`CRM app --> Configuratie --> Activiteittypen`."
|
||
|
||
#: ../../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 "Contacten"
|
||
|
||
#: ../../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 "Naam"
|
||
|
||
#: ../../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 "Adres"
|
||
|
||
#: ../../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 "Voeg een contact/adres toe aan het contactformulier."
|
||
|
||
#: ../../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 "Selecteer een van de volgende opties:"
|
||
|
||
#: ../../content/applications/essentials/contacts.rst:87
|
||
msgid ""
|
||
":guilabel:`Contact`: adds another contact to the existing contact form."
|
||
msgstr ""
|
||
":guilabel:`Contact`: voegt nog een contact toe aan het bestaande "
|
||
"contactformulier."
|
||
|
||
#: ../../content/applications/essentials/contacts.rst:88
|
||
msgid ""
|
||
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
||
" contact form."
|
||
msgstr ""
|
||
":guilabel:`Factuuradres`: voegt een specifiek factuuradres toe aan het "
|
||
"bestaande contactformulier."
|
||
|
||
#: ../../content/applications/essentials/contacts.rst:89
|
||
msgid ""
|
||
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
||
"existing contact form."
|
||
msgstr ""
|
||
":guilabel:`Afleveradres`: voegt een specifiek afleveradres toe aan het "
|
||
"bestaande contactformulier."
|
||
|
||
#: ../../content/applications/essentials/contacts.rst:90
|
||
msgid ""
|
||
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
||
" form."
|
||
msgstr ""
|
||
":guilabel:`Ander adres`: voegt een alternatief adres toe aan het bestaande "
|
||
"contactformulier."
|
||
|
||
#: ../../content/applications/essentials/contacts.rst:91
|
||
msgid ""
|
||
":guilabel:`Private Address`: adds a private address to the existing contact "
|
||
"form."
|
||
msgstr ""
|
||
":guilabel:`Privéadres`: voegt een privéadres toe aan het bestaande "
|
||
"contactformulier."
|
||
|
||
#: ../../content/applications/essentials/contacts.rst-1
|
||
msgid "Create a new contact/address on a contact form."
|
||
msgstr "Maak een nieuw contact/adres aan op een contactformulier."
|
||
|
||
#: ../../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 "Verkoopgedeelte"
|
||
|
||
#: ../../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 ":guilabel:`naam`"
|
||
|
||
#: ../../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 "Gegevens exporteren en importeren"
|
||
|
||
#: ../../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 "Gegevens exporteren uit Odoo"
|
||
|
||
#: ../../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 "Gegevens importeren in Odoo"
|
||
|
||
#: ../../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 "Ga van start"
|
||
|
||
#: ../../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 "32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:251
|
||
msgid "32000,00"
|
||
msgstr "32000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:252
|
||
msgid "32,000.00"
|
||
msgstr "32,000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:253
|
||
msgid "-32000.00"
|
||
msgstr "-32000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:254
|
||
msgid "(32000.00)"
|
||
msgstr "(32000.00)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:255
|
||
msgid "$ 32.000,00"
|
||
msgstr "€ 32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:256
|
||
msgid "(32000.00 €)"
|
||
msgstr "(32000.00 €)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:258
|
||
msgid "Example that will not work:"
|
||
msgstr "Voorbeeld dat niet werkt:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:260
|
||
msgid "ABC 32.000,00"
|
||
msgstr "ABC 32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:261
|
||
msgid "$ (32.000,00)"
|
||
msgstr "€ (32.000,00)"
|
||
|
||
#: ../../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 ""
|
||
":download:`CSV-bestand voor Fabrikant, Retailer "
|
||
"<export_import_data/m2m_customers_tags.csv>`"
|
||
|
||
#: ../../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 ""
|
||
"In-app aankopen (IAP) zijn optionele diensten die de Odoo-databases "
|
||
"verbeteren. Elke dienst biedt zijn eigen specifieke kenmerken en "
|
||
"functionaliteit. Een volledige lijst met services is beschikbaar in de `Odoo"
|
||
" IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
||
msgstr ""
|
||
"De IAP-catalogus met verschillende diensten beschikbaar op IAP.Odoo.com."
|
||
|
||
#: ../../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 ""
|
||
"De dienst :guilabel:`SMS` verzendt tekstberichten rechtstreeks vanuit de "
|
||
"database naar contactpersonen, en de dienst :guilabel:`Documents "
|
||
"Digitalization` digitaliseert gescande of PDF-leveranciersrekeningen, "
|
||
"onkosten en cv's met optische tekenherkenning (OCR) en kunstmatige "
|
||
"intelligentie ( AI)."
|
||
|
||
#: ../../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 ""
|
||
"|IAP| services hoeven **niet** voor gebruik te worden geconfigureerd of "
|
||
"ingesteld. Odoo-gebruikers kunnen eenvoudig op de dienst in de app klikken "
|
||
"om deze te activeren. Elke dienst heeft echter zijn eigen prepaid-tegoeden "
|
||
"nodig, en als deze op zijn, moeten gebruikers ** :ref:`meer "
|
||
"<iap/buying_credits>` kopen om het te kunnen blijven gebruiken."
|
||
|
||
#: ../../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 "IAP-diensten"
|
||
|
||
#: ../../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 ""
|
||
"|IAP| diensten worden geleverd door Odoo, evenals door derden, en hebben een"
|
||
" breed scala aan toepassingen."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Documentendigitalisering`: digitaliseert gescande of PDF-"
|
||
"leveranciersrekeningen, onkosten en cv's met OCR en AI."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:40
|
||
msgid ""
|
||
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
||
"with corporate data."
|
||
msgstr ""
|
||
":guilabel:`Partner Autocomplete`: vult automatisch contactrecords in met "
|
||
"bedrijfsgegevens."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:41
|
||
msgid ""
|
||
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
|
||
"database."
|
||
msgstr ""
|
||
":guilabel:`SMS`: verzendt SMS-tekstberichten rechtstreeks vanuit de database"
|
||
" naar contacten."
|
||
|
||
#: ../../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 ""
|
||
":guilabel:`Lead Generation`: genereert leads op basis van een reeks criteria"
|
||
" en zet webbezoekers om in kwaliteitsleads en kansen."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:44
|
||
msgid ""
|
||
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
||
"post, worldwide."
|
||
msgstr ""
|
||
":guilabel:`Snailmail`: verzendt klantenfacturen en vervolgrapporten per "
|
||
"post, wereldwijd."
|
||
|
||
#: ../../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 "Gebruik IAP-services"
|
||
|
||
#: ../../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 ""
|
||
"|IAP| services worden automatisch geïntegreerd met Odoo en vereisen **niet**"
|
||
" dat gebruikers instellingen configureren. Om een dienst te gebruiken, hoef "
|
||
"je er alleen maar mee te communiceren, waar deze ook in de database "
|
||
"voorkomt."
|
||
|
||
#: ../../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 ""
|
||
"De volgende stroom richt zich op de *SMS* |IAP| service die wordt gebruikt "
|
||
"vanuit de record van een contactpersoon."
|
||
|
||
#: ../../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 ""
|
||
"Het SMS-pictogram op een typisch contactinformatieformulier in een Odoo-"
|
||
"database."
|
||
|
||
#: ../../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 ""
|
||
"Eén manier om de *SMS* |IAP| te gebruiken service met Odoo wordt in de "
|
||
"volgende stappen getoond:"
|
||
|
||
#: ../../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 ""
|
||
"Bij het versturen van het SMS-bericht worden de prepaidtegoeden voor de "
|
||
"*SMS* |IAP| service worden automatisch afgetrokken van de bestaande "
|
||
"tegoeden. Als er niet genoeg credits zijn om het bericht te verzenden, "
|
||
"vraagt Odoo de gebruiker om meer te kopen."
|
||
|
||
#: ../../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 ""
|
||
"Voor meer informatie over het gebruik van verschillende |IAP| diensten, en "
|
||
"voor meer diepgaande instructies met betrekking tot de SMS-functionaliteit "
|
||
"in Odoo, bekijk de onderstaande documentatie:"
|
||
|
||
#: ../../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 "IAP-tegoeden"
|
||
|
||
#: ../../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 ""
|
||
"Elke keer dat een |IAP| dienst wordt gebruikt, zijn de prepaidtegoeden voor "
|
||
"die dienst opgebruikt. Odoo vraagt om de aankoop van meer credits wanneer er"
|
||
" niet genoeg credits over zijn om een dienst te blijven gebruiken. "
|
||
"E-mailwaarschuwingen kunnen ook worden ingesteld voor wanneer :ref:`tegoeden"
|
||
" laag zijn <in_app_purchase/low-credits>`."
|
||
|
||
#: ../../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 ""
|
||
"Credits worden gekocht in *Packs* uit de `Odoo IAP Catalogus "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_, en de prijzen zijn "
|
||
"specifiek voor elke service."
|
||
|
||
#: ../../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 ""
|
||
"De `SMS-service <https://iap.odoo.com/iap/in-app-services/1>`_ heeft vier "
|
||
"pakketten beschikbaar, in coupures van:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:110
|
||
msgid ":guilabel:`Starter Pack`: 10 credits"
|
||
msgstr ":guilabel:`Starterpakket`: 10 credits"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:111
|
||
msgid ":guilabel:`Standard Pack`: 100 credits"
|
||
msgstr ":guilabel:`Standaardpakket`: 100 credits"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:112
|
||
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
||
msgstr ":guilabel:`Geavanceerd pakket`: 500 credits"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:113
|
||
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
||
msgstr ":guilabel:`Expertpakket`: 1.000 credits"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid "Four different packs of credits for the SMS IAP service."
|
||
msgstr "Vier verschillende pakketten met tegoeden voor de SMS IAP-service."
|
||
|
||
#: ../../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 ""
|
||
"Het aantal verbruikte credits is afhankelijk van de lengte van de sms en het"
|
||
" land van bestemming."
|
||
|
||
#: ../../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 "Credits kopen"
|
||
|
||
#: ../../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 ""
|
||
"Als er niet genoeg credits zijn om een taak uit te voeren, vraagt de "
|
||
"database automatisch om meer credits aan te schaffen."
|
||
|
||
#: ../../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 "Handmatig credits kopen"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:143
|
||
msgid "To manually buy credits in Odoo, follow these steps:"
|
||
msgstr "Om handmatig credits te kopen in Odoo, volgt u deze stappen:"
|
||
|
||
#: ../../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 ""
|
||
"De app Instellingen toont de Odoo IAP-kop en de knop Mijn services bekijken."
|
||
|
||
#: ../../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 ""
|
||
"Als je dit doet, wordt een :guilabel:`IAP Account`-pagina geopend, met een "
|
||
"lijst van de verschillende |IAP| diensten in de databank. Klik vanaf hier op"
|
||
" een |IAP| service om de :guilabel:`Accountinformatie`-pagina te openen, "
|
||
"waar extra credits kunnen worden gekocht."
|
||
|
||
#: ../../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 ""
|
||
"De sms-servicepagina op IAP.Odoo.com met vier pakketten credits die u kunt "
|
||
"kopen."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:167
|
||
msgid ""
|
||
"Once the transaction is complete, the credits are available for use in the "
|
||
"database."
|
||
msgstr ""
|
||
"Zodra de transactie is voltooid, zijn de tegoeden beschikbaar voor gebruik "
|
||
"in de database."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:172
|
||
msgid "Low-credit notification"
|
||
msgstr "Melding laag krediet"
|
||
|
||
#: ../../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 ""
|
||
"Het is mogelijk om gewaarschuwd te worden wanneer het tegoed bijna op is, om"
|
||
" te voorkomen dat het tegoed opraakt, terwijl u een |IAP| dienst. Om dat te "
|
||
"doen, volgt u dit proces:"
|
||
|
||
#: ../../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 ""
|
||
"Het beschikbare |IAP| accounts verschijnen in een lijstweergave op de pagina"
|
||
" :guilabel:`IAP Account`. Klik vanaf hier op het gewenste |IAP| account om "
|
||
"de :guilabel:`Accountinformatie`-pagina van die service te bekijken."
|
||
|
||
#: ../../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 ""
|
||
"Odoo stuurt een waarschuwing voor een laag krediet naar de "
|
||
":guilabel:`Waarschuwings-e-mail` wanneer het saldo van de kredieten onder "
|
||
"het bedrag valt dat vermeld staat als de :guilabel:`Threshold`."
|
||
|
||
#: ../../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 "Omschrijving"
|
||
|
||
#: ../../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 "Wijzigingen negeren"
|
||
|
||
#: ../../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 "Wijzigingen opslaan"
|
||
|
||
#: ../../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 "Volgende pagina"
|
||
|
||
#: ../../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 "Vorige pagina"
|
||
|
||
#: ../../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 "Zoeken"
|
||
|
||
#: ../../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 "Rapportages"
|
||
|
||
#: ../../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 ""
|
||
"Je kunt verschillende rapporten vinden onder het menu :guilabel:`Reporting` "
|
||
"van de meeste apps waarmee u de gegevens van uw administratie kunt "
|
||
"analyseren en visualiseren."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:11
|
||
msgid "Selecting a view"
|
||
msgstr "Een weergave kiezen"
|
||
|
||
#: ../../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 ""
|
||
"Afhankelijk van het rapport kan Odoo de gegevens op verschillende manieren "
|
||
"weergeven. Soms is er een unieke weergave beschikbaar die volledig is "
|
||
"afgestemd op het rapport, terwijl er voor andere rapporten meerdere "
|
||
"weergaven beschikbaar zijn. Er zijn echter twee algemene weergaven voor "
|
||
"rapportages: de grafiekweergave en de draaitabelweergave."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:20
|
||
msgid "Graph view"
|
||
msgstr "Grafiekweergave"
|
||
|
||
#: ../../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 ""
|
||
"De :ref:`grafiekweergave <reporting/using-graph>` wordt gebruikt om de "
|
||
"gegevens van je records te visualiseren en je te helpen patronen en trends "
|
||
"te identificeren. De weergave is vaak te vinden in het menu "
|
||
":guilabel:`Rapportages` van de applicaties, maar kan ook elders worden "
|
||
"gevonden. Klik op de knop **grafiekweergave** rechtsboven om die te openen."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst-1
|
||
msgid "Selecting the graph view"
|
||
msgstr "De grafiekweergave selecteren"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:33
|
||
msgid "Pivot view"
|
||
msgstr "Draaitabelweergave"
|
||
|
||
#: ../../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 ""
|
||
"De :ref:`draaitabelweergave <reporting/using-pivot>` wordt gebruikt om de "
|
||
"gegevens van je records samen te voegen en op te splitsen voor analyse. De "
|
||
"weergave is vaak te vinden in het menu :guilabel:`Rapportages` van de "
|
||
"applicaties, maar kan ook elders worden gevonden. Klik op de knop "
|
||
"**draaitabelweergave** rechtsboven om die te openen."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst-1
|
||
msgid "Selecting the pivot view"
|
||
msgstr "De draaitabelweergave selecteren"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:45
|
||
msgid "Choosing measures"
|
||
msgstr "Meetwaarden kiezen"
|
||
|
||
#: ../../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 ""
|
||
"Nadat je een weergave hebt gekozen, moet je ervoor zorgen dat enkel de "
|
||
"relevante records worden :doc:`gefilterd <search>`. Vervolgens moet je "
|
||
"kiezen wat wordt gemeten. Standaard is er altijd een meetwaarde "
|
||
"geselecteerd. Als je deze wilt veranderen, klik op :guilabel:`Meetwaarden` "
|
||
"en kies één of, alleen voor draaitabellen, meerdere meetwaarden."
|
||
|
||
#: ../../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 ""
|
||
"Wanneer je een meetwaarde kiest, voegt Odoo de waarden samen die op dat veld"
|
||
" zijn geregistreerd voor de gefilterde records. Enkel numerieke velden "
|
||
"(:ref:`geheel getal <studio/fields/simple-fields/integer>`, :ref:`decimaal "
|
||
"<studio/fields/simple-fields/decimal>`, :ref:`monetair "
|
||
"<studio/fields/simple-fields/monetary>`) kunnen worden gemeten. Daarnaast "
|
||
"kan je met de optie :guilabel:`Aantal` het totaal aantal gefilterde records "
|
||
"tellen."
|
||
|
||
#: ../../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 ""
|
||
"Nadat je hebt gekozen wat je wilt meten, kan je bepalen hoe de gegevens "
|
||
"moeten worden :ref:`gegroepeerd <search/group>` afhankelijk van de dimensie "
|
||
"die je wilt analyseren. De gegevens worden standaard gegroepeerd per *Datum "
|
||
"> Maand*, wat wordt gebruikt om de evolutie van een meetwaarde over de "
|
||
"maanden te analyseren."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:63
|
||
msgid ""
|
||
"When you filter a single time period, the option to compare it against "
|
||
"another one appears."
|
||
msgstr ""
|
||
"Wanneer je een enkele tijdsperiode filtert, verschijnt de optie om deze te "
|
||
"vergelijken met een andere periode."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Using the comparison option"
|
||
msgstr "Gebruik de vergelijkingsoptie"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:72
|
||
msgid "Select measures"
|
||
msgstr "Meetwaarden selecteren"
|
||
|
||
#: ../../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 ""
|
||
"Naast andere meetwaarden kan je de meetwaarden :guilabel:`Marge` en "
|
||
":guilabel:`Aantal` toevoegen aan het verkoopanalyserapport. Standaard is de "
|
||
"meetwaarde :guilabel:`Totaal excl. BTW` geselecteerd."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Selecting different measures on the Sales Analysis report"
|
||
msgstr "Verschillende meetwaarden selecteren in het verkoopanalyserapport"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:81
|
||
msgid "Group measures"
|
||
msgstr "Meetwaarden groeperen"
|
||
|
||
#: ../../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 ""
|
||
"Je kan de meetwaarden per :guilabel:`Productcategorie` groeperen op "
|
||
"rijniveau in bovenstaand voorbeeld van het verkoopanalyserapport."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Adding a group on the Sales Analysis report"
|
||
msgstr "Een groep toevoegen op het verkoopanalyserapport"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:92
|
||
msgid "Using the pivot view"
|
||
msgstr "De draaitabelweergave gebruiken"
|
||
|
||
#: ../../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 ""
|
||
"Het groeperen van gegevens is essentieel voor de draaitabelweergave. Hiermee"
|
||
" kan je de gegevens uitdiepen om diepere inzichten te krijgen. Je kan de "
|
||
"optie :guilabel:`Groeperen op` gebruiken om snel een groep toe te voegen op "
|
||
"rijniveau, zoals in het bovenstaand voorbeeld, maar je kan ook op de "
|
||
"plusknop (:guilabel:`➕`) klikken naast de koptekst :guilabel:`Totaal` op "
|
||
"rij- *en* kolomniveau en vervolgens een van de **vooraf configureerde "
|
||
"groepen** selecteren. Om er een te verwijderen, klik op de minknop "
|
||
"(:guilabel:`➖`)."
|
||
|
||
#: ../../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 ""
|
||
"Zodra je een groep hebt toegevoegd, kan je nieuwe groepen toevoegen op de "
|
||
"tegenoverliggende as of de nieuw aangemaakte subgroepen."
|
||
|
||
#: ../../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 ""
|
||
"Je kan de meetwaarden in het bovenstaande verkoopanalyserapport verder "
|
||
"onderverdelen met de groep :guilabel:`Verkoper` op kolomniveau en met de "
|
||
"groep :guilabel:`Orderdatum > Maand` op de productcategorie :guilabel:`All /"
|
||
" Saleable / Office Furniture`."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Adding multiple groups on the Sales Analysis report"
|
||
msgstr "Meerdere groepen toevoegen op het verkoopanalyserapport"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:112
|
||
msgid ""
|
||
"Switch the rows and columns' groups by clicking the flip axis button "
|
||
"(:guilabel:`⇄`)."
|
||
msgstr ""
|
||
"Wissel de groepen van rijen en kolommen door op de knop As wisselen "
|
||
"(:guilabel:`⇄`) te klikken."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:113
|
||
msgid ""
|
||
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
||
" (⏷) order."
|
||
msgstr ""
|
||
"Klik op het label van een meetwaarde om de waarden oplopend (⏶) of aflopend "
|
||
"(⏷) te sorteren."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:114
|
||
msgid ""
|
||
"Download a `.xlsx` version of the pivot by clicking the download button "
|
||
"(:guilabel:`⭳`)."
|
||
msgstr ""
|
||
"Download een `.xlsx` versie van de draaitabel door op de downloadknop "
|
||
"(:guilabel:`⭳`) te klikken."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:119
|
||
msgid "Using the graph view"
|
||
msgstr "De grafiekweergave gebruiken"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:121
|
||
msgid "Three graphs are available: the bar, line, and pie charts."
|
||
msgstr ""
|
||
"Er zijn drie grafieken beschikbaar: het staaf-, lijn- en cirkeldiagram."
|
||
|
||
#: ../../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 ""
|
||
"**Staafdiagrammen** worden gebruikt om de verdeling of de vergelijking van "
|
||
"verschillende categorieën weer te geven. Ze zijn vooral nuttig omdat ze "
|
||
"grotere datasetten aankunnen."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:126
|
||
msgid ""
|
||
"**Line charts** are useful to show changing time series and trends over "
|
||
"time."
|
||
msgstr ""
|
||
"**Lijndiagrammen** zijn handig om veranderende tijdreeksen en trends in de "
|
||
"tijd weer te geven."
|
||
|
||
#: ../../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 ""
|
||
"**Cirkeldiagrammen** worden gebruikt om de verdeling of een vergelijking van"
|
||
" een klein aantal categorieën weer te geven als ze een zinvol geheel vormen."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:133
|
||
msgid "Bar chart"
|
||
msgstr "Staafdiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a bar chart"
|
||
msgstr "Weergave van het verkoopanalyserapport als staafdiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:138
|
||
msgid "Line chart"
|
||
msgstr "Lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a line chart"
|
||
msgstr "Weergave van het verkoopanalyserapport als lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:143
|
||
msgid "Pie chart"
|
||
msgstr "Cirkeldiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a pie chart"
|
||
msgstr "Weergave van het verkoopanalyserapport als cirkeldiagram"
|
||
|
||
#: ../../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 ""
|
||
"Voor de **staaf-** en **lijndiagrammen** kan je de optie Gestapeld gebruiken"
|
||
" als je minstens twee groepen hebt, die dan boven elkaar verschijnen in "
|
||
"plaats van naast elkaar."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:154
|
||
msgid "Stacked bar chart"
|
||
msgstr "Gestapeld staafdiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Stacked bar chart example"
|
||
msgstr "Voorbeeld van een gestapeld staafdiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:159
|
||
msgid "Regular bar chart"
|
||
msgstr "Gewoon staafdiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Non-stacked bar chart example"
|
||
msgstr "Voorbeeld van een niet gestapeld staafdiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:164
|
||
msgid "Stacked line chart"
|
||
msgstr "Gestapeld lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Stacked line chart example"
|
||
msgstr "Voorbeeld van een gestapeld lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:169
|
||
#: ../../content/applications/essentials/reporting.rst:184
|
||
msgid "Regular line chart"
|
||
msgstr "Gewoon lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Non-stacked line chart example"
|
||
msgstr "Voorbeeld van een niet gestapeld lijndiagram"
|
||
|
||
#: ../../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 ""
|
||
"Voor **lijndiagrammen** kan je de optie Cumulatief gebruiken om waarden op "
|
||
"te tellen, wat vooral handig is om de verandering in groei over een bepaalde"
|
||
" periode weer te geven."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:179
|
||
msgid "Cumulative line chart"
|
||
msgstr "Cumulatief lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Cumulative line chart example"
|
||
msgstr "Voorbeeld van een cumulatief lijndiagram"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Regular line chart example"
|
||
msgstr "Voorbeeld van een gewoon lijndiagram"
|
||
|
||
#: ../../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 "Waarden zoeken"
|
||
|
||
#: ../../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 "Een specifieke waarde zoeken in het verkoopanalyserapport"
|
||
|
||
#: ../../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 "Filters"
|
||
|
||
#: ../../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 "Vooraf geconfigureerde filters"
|
||
|
||
#: ../../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 "Gebruik vooraf geconfigureerde filters op het Verkoopanalyserapport"
|
||
|
||
#: ../../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 "Aangepaste filters"
|
||
|
||
#: ../../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 "Records groeperen"
|
||
|
||
#: ../../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 "Records groeperen op het verkoopanalyserapport"
|
||
|
||
#: ../../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 "Vergelijking"
|
||
|
||
#: ../../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 "Favorieten"
|
||
|
||
#: ../../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 ""
|