1161 lines
51 KiB
Plaintext
1161 lines
51 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, 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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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 11.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2018-07-23 12:10+0200\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\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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#: ../../sales.rst:5
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msgid "Sales"
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msgstr ""
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#: ../../sales/advanced.rst:3
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msgid "Advanced Topics"
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msgstr ""
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#: ../../sales/advanced/portal.rst:3
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msgid "How to give portal access rights to my customers?"
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msgstr ""
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#: ../../sales/advanced/portal.rst:6
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msgid "What is Portal access/Who is a portal user?"
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msgstr ""
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#: ../../sales/advanced/portal.rst:8
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msgid "A portal access is given to a user who has the necessity to have access to Odoo instance, to view certain documents or information in the system."
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msgstr ""
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#: ../../sales/advanced/portal.rst:12
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msgid "For Example, a long term client who needs to view online quotations."
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msgstr ""
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#: ../../sales/advanced/portal.rst:14
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msgid "A portal user has only read/view access. He or she will not be able to edit any document in the system."
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msgstr ""
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#: ../../sales/advanced/portal.rst:18
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msgid "How to give portal access to customers?"
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msgstr ""
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#: ../../sales/advanced/portal.rst:21
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msgid "From Contacts Module"
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msgstr ""
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#: ../../sales/advanced/portal.rst:23
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msgid "From the main menu, select **Contacts** menu. If the contact is not yet created in the system, click on the create button to create new contact. Enter details of the contact and click \"save\"."
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msgstr ""
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#: ../../sales/advanced/portal.rst:33
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msgid "Choose a contact, click on the **Action** menu in the top-center of the interface and from the drop down."
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msgstr ""
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#: ../../sales/advanced/portal.rst:36
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msgid "Select **Portal Access Management**. A pop up window appears."
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msgstr ""
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#: ../../sales/advanced/portal.rst:41
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msgid "Enter the login **email ID**, check the box under **In Portal** and add the content to be included in the email in the text field box below. Click on **Apply** when you're done."
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msgstr ""
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#: ../../sales/advanced/portal.rst:47
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msgid "An email will be sent to the specified email address, indicating that the contact is now a portal user of the respective instance."
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msgstr ""
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#: ../../sales/ebay/manage.rst:3
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msgid "How to list a product?"
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msgstr ""
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#: ../../sales/ebay/manage.rst:6
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msgid "Listing without variation"
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msgstr ""
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#: ../../sales/ebay/manage.rst:8
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msgid "In order to list a product, you need to check the **use eBay** field on a product form. The eBay tab will be available."
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msgstr ""
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#: ../../sales/ebay/manage.rst:14
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msgid "When the **Use Stock Quantity** field is checked, the quantity sets on eBay will be the Odoo **Forecast Quantity**."
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msgstr ""
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#: ../../sales/ebay/manage.rst:17
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msgid "The **Description Template** allows you to use templates for your listings. The default template only use the **eBay Description** field of the product. You can use html inside the **Description Template** and in the **eBay Description**."
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msgstr ""
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#: ../../sales/ebay/manage.rst:21
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msgid "To use pictures in your listing, you need to add them as **Attachments** on the product template."
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msgstr ""
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#: ../../sales/ebay/manage.rst:24
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msgid "Listing with variations"
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msgstr ""
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#: ../../sales/ebay/manage.rst:26
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msgid "When the **use eBay** on a product with variations is checked and with **Fixed Price** as **Listing Type**, the eBay form is sligthly different. In the variants array, you can choose which variant will be listed on eBay as well as set the price and the quantity for each variant."
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msgstr ""
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#: ../../sales/ebay/manage.rst:35
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msgid "Listing with item specifics"
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msgstr ""
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#: ../../sales/ebay/manage.rst:37
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msgid "In order to add item specifics, you should create a product attribute with one value in the **Variants** tab on the product form."
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msgstr ""
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#: ../../sales/ebay/manage.rst:44
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msgid "Product Identifiers"
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msgstr ""
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#: ../../sales/ebay/manage.rst:46
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msgid "Products identifiers such as EAN, UPC, Brand or MPN are required in most of the eBay category. The module manages the EAN and UPC identifiers with the **Barcode** field of the product variant. If the **Barcode** field is empty or is value is not valid, the EAN and UPC values will be set as 'Does not apply' as recommended by eBay. The Brand and MPN values are working as item specifics and should be define in the **Variants** tab on the product form. If theses values are not set, 'Does not apply' will be used for the eBay listing."
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msgstr ""
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#: ../../sales/ebay/setup.rst:3
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msgid "How to configure eBay in Odoo?"
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msgstr ""
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#: ../../sales/ebay/setup.rst:6
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msgid "Create eBay tokens"
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msgstr ""
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#: ../../sales/ebay/setup.rst:8
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msgid "In order to create your tokens, you need to create a developer account on the `developer portal <https://go.developer.ebay.com/>`_. Once you are logged in, you can create **Sandbox Keys** and **Production Keys** by clicking on the adequate buttons."
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msgstr ""
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#: ../../sales/ebay/setup.rst:16
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msgid "After the creation of the keys, you can get the user token. To do so, click on the **Get a User Token** link in the bottom of the page. Go through the form, log in with you eBay account and you will get the keys and token needed to configure the module in Odoo."
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msgstr ""
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#: ../../sales/ebay/setup.rst:22
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msgid "Set up tokens in Odoo?"
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msgstr ""
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#: ../../sales/ebay/setup.rst:24
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msgid "To set up the eBay integration, go to :menuselection:`Sales --> Configuration --> Settings`."
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msgstr ""
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#: ../../sales/ebay/setup.rst:29
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msgid "First choose if you want to use the production or the sandbox eBay Site. Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert Key**. Apply the changes."
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msgstr ""
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#: ../../sales/ebay/setup.rst:33
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msgid "Once the page is reloaded, you need to synchronize information from eBay. Push on **Sync countries and currencies**, then you can fill in all the other fields."
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msgstr ""
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#: ../../sales/ebay/setup.rst:36
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msgid "When all the fields are filled in, you can synchronize the categories and the policies by clicking on the adequate buttons."
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msgstr ""
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#: ../../sales/invoicing.rst:3
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msgid "Invoicing Method"
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msgstr ""
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#: ../../sales/invoicing/services.rst:3
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msgid "Services"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:3
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msgid "How to invoice milestones of a project?"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:5
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msgid "There are different kind of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) or a fixed price contract (e.g. a project)."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:9
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msgid "In this section, we will have a look at how to invoice milestones of a project."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:12
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msgid "Milestone invoicing can be used for expensive or large scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. For example, a marketing agency hired for a new product launch could break down a project into the following milestones, each of them considered as one service with a fixed price on the sale order :"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:19
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msgid "Milestone 1 : Marketing strategy audit - 5 000 euros"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:21
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msgid "Milestone 2 : Brand Identity - 10 000 euros"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:23
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msgid "Milestone 3 : Campaign launch & PR - 8 500 euros"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:25
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msgid "In this case, an invoice will be sent to the customer each time a milestone will be successfully reached. That invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several times."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:32
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msgid "You can also use milestones to invoice percentages of the entire project. For example, for a million euros project, your company might require a 15% upfront payment, 30% at the midpoint and the balance at the contract conclusion. In that case, each payment will be considered as one milestone."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:39
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#: ../../sales/invoicing/services/reinvoice.rst:26
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#: ../../sales/invoicing/services/reinvoice.rst:95
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#: ../../sales/invoicing/services/support.rst:17
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#: ../../sales/send_quotations/quote_template.rst:10
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msgid "Configuration"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:42
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msgid "Install the Sales application"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:44
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#: ../../sales/invoicing/services/reinvoice.rst:28
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msgid "In order to sell services and to send invoices, you need to install the **Sales** application, from the **Apps** icon."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:51
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msgid "Create products"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:53
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msgid "In Odoo, each milestone of your project is considered as a product. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:57
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msgid "**Name**: Strategy audit"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:59
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#: ../../sales/invoicing/services/support.rst:50
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msgid "**Product Type**: Service"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:61
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msgid "**Invoicing Policy**: Delivered Quantities, since you will invoice your milestone after it has been delivered"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:64
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msgid "**Track Service**: Manually set quantities on order, as you complete each milestone, you will manually update their quantity from the **Delivered** tab on your sale order"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:72
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msgid "Apply the same configuration for the others milestones."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:75
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msgid "Managing your project"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:78
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msgid "Quotations and sale orders"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:80
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msgid "Now that your milestones (or products) are created, you can create a quotation or a sale order with each line corresponding to one milestone. For each line, set the **Ordered Quantity** to ``1`` as each milestone is completed once. Once the quotation is confirmed and transformed into a sale order, you will be able to change the delivered quantities when the corresponding milestone has been achieved."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:91
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msgid "Invoice milestones"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:93
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msgid "Let's assume that your first milestone (the strategy audit) has been successfully delivered and you want to invoice it to your customer. On the sale order, click on **Edit** and set the **Delivered Quantity** of the related product to ``1``."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:99
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msgid "As soon as the above modification has been saved, you will notice that the color of the line has changed to blue, meaning that the service can now be invoiced. In the same time, the invoice status of the SO has changed from **Nothing To Invoice** to **To Invoice**"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:104
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msgid "Click on **Create invoice** and, in the new window that pops up, select **Invoiceable lines** and validate. It will create a new invoice (in draft status) with only the **strategy audit** product as invoiceable."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:112
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msgid "In order to be able to invoice a product, you need to set up the **Accounting** application and to configure an accounting journal and a chart of account. Click on the following link to learn more: :doc:`../../../accounting/overview/getting_started/setup`"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:117
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msgid "Back on your sale order, you will notice that the **Invoiced** column of your order line has been updated accordingly and that the **Invoice Status** is back to **Nothing to Invoice**."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:121
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msgid "Follow the same workflow to invoice your remaining milestones."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:124
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msgid ":doc:`reinvoice`"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:125
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#: ../../sales/invoicing/services/reinvoice.rst:185
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msgid ":doc:`support`"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:3
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msgid "How to re-invoice expenses to your customers?"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:5
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msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an employee paying a parking spot for a meeting with your client. As a company, you would like to be able to invoice that expense to your client."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:11
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msgid "In this documentation we will see two use cases. The first, very basic, consists of invoicing a simple expense to your client like you would do for a product. The second, more advanced, will consist of invoicing expenses entered in your expense system by your employees directly to your customer."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:18
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msgid "Use case 1: Simple expense invoicing"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:20
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msgid "Let's take the following example. You are working on a promotion campaign for one of your customers (``Agrolait``) and you have to print a lot of copies. Those copies are an expense for your company and you would like to invoice them."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:35
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msgid "Create product to be expensed"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:37
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msgid "You will need now to create a product called ``Copies``."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:39
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#: ../../sales/invoicing/services/reinvoice.rst:112
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msgid "From your **Sales** module, go to :menuselection:`Sales --> Products` and create a product as follows:"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:42
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msgid "**Product type**: consumable"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:44
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msgid "**Invoicing policy**: on delivered quantities (you will manually set the quantities to invoice on the sale order)"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:51
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msgid "Create a sale order"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:53
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msgid "Now that your product is correctly set up, you can create a sale order for that product (from the menu :menuselection:`Sales --> Sales Orders`) with the ordered quantities set to 0. Click on **Confirm the Sale** to create the sale order. You will be able then to manually change the delivered quantities on the sale order to reinvoice the copies to your customer."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:64
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#: ../../sales/invoicing/services/reinvoice.rst:177
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msgid "Invoice expense to your client"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:66
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msgid "At the end of the month, you have printed ``1000`` copies on behalf of your client and you want to re-invoice them. From the related sale order, click on **Delivered Quantities**, manually enter the correct amount of copies and click on **Save**. Your order line will turn blue, meaning that it is ready to be invoiced. Click on **Create invoice**."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:73
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msgid "The total amount on your sale order will be of 0 as it is computed on the ordered quantities. It is your invoice which will compute the correct amount due by your customer."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:77
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msgid "The invoice generated is in draft, so you can always control the quantities and change the amount if needed. You will notice that the amount to be invoiced is based here on the delivered quantities."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:84
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msgid "Click on validate to issue the payment to your customer."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:87
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msgid "Use case 2: Invoice expenses via the expense module"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:89
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msgid "To illustrate this case, let's imagine that your company sells some consultancy service to your customer ``Agrolait`` and both parties agreed that the distance covered by your consultant will be re-invoiced at cost."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:97
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msgid "Here, you will need to install two more modules:"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:99
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msgid "Expense Tracker"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:101
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msgid "Accounting, where you will need to activate the analytic accounting from the settings"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:108
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msgid "Create a product to be expensed"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:110
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msgid "You will now need to create a product called ``Kilometers``."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:115
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msgid "Product can be expensed"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:117
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msgid "Product type: Service"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:119
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msgid "Invoicing policy: invoice based on time and material"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:121
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msgid "Expense invoicing policy: At cost"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:123
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msgid "Track service: manually set quantities on order"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:129
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msgid "Create a sales order"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:131
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msgid "Still from the Sales module, go to :menuselection:`Sales --> Sales Orders` and add your product **Consultancy** on the order line."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:135
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msgid "If your product doesn't exist yet, you can configure it on the fly from the SO. Just type the name on the **product** field and click on **Create and edit** to configure it."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:139
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msgid "Depending on your product configuration, an **Analytic Account** may have been generated automatically. If not, you can easily create one in order to link your expenses to the sale order. Do not forget to confirm the sale order."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:148
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msgid "Refer to the documentation :doc:`../../../accounting/others/analytic/usage` to learn more about that concept."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:152
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msgid "Create expense and link it to SO"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:154
|
|
msgid "Let's assume that your consultant covered ``1.000km`` in October as part of his consultancy project. We will create a expense for it and link it to the related sales order thanks to the analytic account."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:158
|
|
msgid "Go to the **Expenses** module and click on **Create**. Record your expense as follows:"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:161
|
|
msgid "**Expense description**: Kilometers October 2015"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:163
|
|
msgid "**Product**: Kilometers"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:165
|
|
msgid "**Quantity**: 1.000"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:167
|
|
msgid "**Analytic account**: SO0019 - Agrolait"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:172
|
|
msgid "Click on **Submit to manager**. As soon as the expense has been validated and posted to the journal entries, a new line corresponding to the expense will automatically be generated on the sale order."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:179
|
|
msgid "You can now invoice the invoiceable lines to your customer."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/reinvoice.rst:186
|
|
msgid ":doc:`milestones`"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:3
|
|
msgid "How to invoice a support contract (prepaid hours)?"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:5
|
|
msgid "There are different kinds of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) and a fixed price contract (e.g. a project)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:9
|
|
msgid "In this section, we will have a look at how to sell and keep track of a pre-paid support contract."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:12
|
|
msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:20
|
|
msgid "Install the Sales and Timesheet applications"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:22
|
|
msgid "In order to sell services, you need to install the **Sales** application, from the **Apps** icon. Install also the **Timesheets** application if you want to track support services you worked on every contract."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:33
|
|
msgid "Create Products"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:35
|
|
msgid "By default, products are sold by number of units. In order to sell services ``per hour``, you must allow using multiple unit of measures. From the **Sales** application, go to the menu :menuselection:`Configuration --> Settings`. From this screen, activate the multiple **Unit of Measures** option."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:44
|
|
msgid "In order to sell a support contract, you must create a product for every support contract you sell. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:48
|
|
msgid "**Name**: Technical Support"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:52
|
|
msgid "**Unit of Measure**: Hours"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:54
|
|
msgid "**Invoicing Policy**: Ordered Quantities, since the service is prepaid, we will invoice the service based on what has been ordered, not based on delivered quantities."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:58
|
|
msgid "**Track Service**: Timesheet on contracts. An analytic account will automatically be created for every order containing this service so that you can track hours in the related account."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:66
|
|
msgid "There are different ways to track the service related to a sales order or product sold. With the above configuration, you can only sell one support contract per order. If your customer orders several service contracts on timesheet, you will have to split the quotation into several orders."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:72
|
|
msgid "Note that you can sell in different unit of measure than hours, example: days, pack of 40h, etc. To do that, just create a new unit of measure in the **Unit of Measure** category and set a conversion ratio compared to **Hours** (example: ``1 day = 8 hours``)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:78
|
|
msgid "Managing support contract"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:81
|
|
msgid "Quotations and Sales Orders"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:83
|
|
msgid "Once the product is created, you can create a quotation or a sales order with the related product. Once the quotation is confirmed and transformed into a sales order, your users will be able to record services related to this support contract using the timesheet application."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:93
|
|
msgid "Timesheets"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:95
|
|
msgid "To track the service you do on a specific contract, you should use the timesheet application. An analytic account related to the sale order has been automatically created (``SO009 - Agrolait`` on the screenshot here above), so you can start tracking services as soon as it has been sold."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:104
|
|
msgid "Control delivered support on the sales order"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:106
|
|
msgid "From the **Sales** application, use the menu :menuselection:`Sales --> Sales Orders` to control the progress of every order. On the sales order line related to the support contract, you should see the **Delivered Quantities** that are updated automatically, based on the number of hours in the timesheet."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:116
|
|
msgid "Upselling and renewal"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:118
|
|
msgid "If the number of hours you performed on the support contract is bigger or equal to the number of hours the customer purchased, you are suggested to sell an extra contract to the customer since they used all their quota of service. Periodically (ideally once every two weeks), you should check the sales order that are in such a case. To do so, go to :menuselection:`Sales --> Invoicing --> Orders to Upsell`."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:127
|
|
msgid "If you use Odoo CRM, a good practice is to create an opportunity for every sale order in upselling invoice status so that you easily track your upselling effort."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:131
|
|
msgid "If you sell an extra support contract, you can either add a new line on the existing sales order (thus, you continue to timesheet on the same order) or create a new order (thus, people will timesheet their hours on the new contract). To unmark the sales order as **Upselling**, you can set the sales order as done and it will disappear from your upselling list."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:138
|
|
msgid "Special Configuration"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:140
|
|
msgid "When creating the product form, you may set a different approach to track the service:"
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:143
|
|
msgid "**Create task and track hours**: in this mode, a task is created for every sales order line. Then when you do the timesheet, you don't record hours on a sales order/contract, but you record hours on a task (that represents the contract). The advantage of this solution is that it allows to sell several service contracts within the same sales order."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:150
|
|
msgid "**Manually**: you can use this mode if you don't record timesheets in Odoo. The number of hours you worked on a specific contract can be recorded manually on the sales order line directly, in the delivered quantity field."
|
|
msgstr ""
|
|
|
|
#: ../../sales/invoicing/services/support.rst:156
|
|
msgid ":doc:`../../../inventory/settings/products/uom`"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices.rst:3
|
|
msgid "Products & Prices"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices.rst:3
|
|
msgid "Manage your pricing"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:3
|
|
msgid "How to sell in foreign currencies"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:5
|
|
msgid "Pricelists can also be used to manage prices in foreign currencies."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:7
|
|
msgid "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> Settings`. As admin, you need *Adviser* access rights on Invoicing/Accounting apps."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:10
|
|
msgid "Create one pricelist per currency. A new *Currency* field shows up in pricelist setup form."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:13
|
|
msgid "To activate a new currency, go to :menuselection:`Accounting --> Configuration --> Currencies`, select it in the list and press *Activate* in the top-right corner. Now it will show up in currencies drop-down lists."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:17
|
|
msgid "Prices in foreign currencies can be defined in two fashions."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:20
|
|
msgid "Automatic conversion from public price"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:22
|
|
msgid "The public price is in your company's main currency (see :menuselection:`Accounting --> Settings`) and is set in product detail form."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:28
|
|
msgid "The conversion rates can be found in :menuselection:`Accounting --> Configuration --> Currencies`. They can be updated from Yahoo or the European Central Bank at your convenience: manually, daily, weekly, etc. See :menuselection:`Accounting --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:40
|
|
msgid "Set your own prices"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:42
|
|
msgid "This is advised if you don't want your pricing to change along with currency rates."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/currencies.rst:49
|
|
msgid ":doc:`pricing`"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:3
|
|
msgid "How to adapt your prices to your customers and apply discounts"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:5
|
|
msgid "Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business. A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. You can set several critarias to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc. As pricelists only suggest prices, they can be overridden by users completing sales orders. Choose your pricing strategy from :menuselection:`Sales --> Settings`."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:16
|
|
msgid "Several prices per product"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:18
|
|
msgid "To apply several prices per product, select *Different prices per customer segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab in the product detail form. You can settle following strategies."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:23
|
|
msgid "Prices per customer segment"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:25
|
|
msgid "Create pricelists for your customer segments: e.g. registered, premium, etc."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:30
|
|
msgid "The default pricelist applied to any new customer is *Public Pricelist*. To segment your customers, open the customer detail form and change the *Sale Pricelist* in the *Sales & Purchases* tab."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:38
|
|
msgid "Temporary prices"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:40
|
|
msgid "Apply deals for bank holidays, etc. Enter start and end dates dates."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:46
|
|
msgid "Make sure you have default prices set in the pricelist outside of the deals period. Otherwise you might have issues once the period over."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:50
|
|
msgid "Prices per minimum quantity"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:56
|
|
msgid "The prices order does not matter. The system is smart and applies first prices that match the order date and/or the minimal quantities."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:60
|
|
msgid "Discounts, margins, roundings"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:62
|
|
msgid "The third option allows to set price change rules. Changes can be relative to the product list/catalog price, the product cost price, or to another pricelist. Changes are calculated via discounts or surcharges and can be forced to fit within floor (minumum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:69
|
|
msgid "Once installed go to :menuselection:`Sales --> Configuration --> Pricelists` (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use e-Commerce)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:77
|
|
msgid "Each pricelist item can be associated to either all products, to a product internal category (set of products) or to a specific product. Like in second option, you can set dates and minimum quantities."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:84
|
|
msgid "Once again the system is smart. If a rule is set for a particular item and another one for its category, Odoo will take the rule of the item."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:86
|
|
msgid "Make sure at least one pricelist item covers all your products."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:88
|
|
msgid "There are 3 modes of computation: fix price, discount & formula."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:93
|
|
msgid "Here are different price settings made possible thanks to formulas."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:96
|
|
msgid "Discounts with roundings"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:98
|
|
msgid "e.g. 20% discounts with prices rounded up to 9.99."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:104
|
|
msgid "Costs with markups (retail)"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:106
|
|
msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:112
|
|
msgid "Prices per country"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:113
|
|
msgid "Pricelists can be set by countries group. Any new customer recorded in Odoo gets a default pricelist, i.e. the first one in the list matching the country. In case no country is set for the customer, Odoo takes the first pricelist without any country group."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:116
|
|
msgid "The default pricelist can be replaced when creating a sales order."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:118
|
|
msgid "You can change the pricelists sequence by drag & drop in list view."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:121
|
|
msgid "Compute and show discount % to customers"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:123
|
|
msgid "In case of discount, you can show the public price and the computed discount % on printed sales orders and in your eCommerce catalog. To do so:"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:125
|
|
msgid "Check *Allow discounts on sales order lines* in :menuselection:`Sales --> Configuration --> Settings --> Quotations & Sales --> Discounts`."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:126
|
|
msgid "Apply the option in the pricelist setup form."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:133
|
|
msgid ":doc:`currencies`"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/prices/pricing.rst:134
|
|
msgid ":doc:`../../../ecommerce/maximizing_revenue/pricing`"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products.rst:3
|
|
msgid "Manage your products"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:3
|
|
msgid "How to import products with categories and variants"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:5
|
|
msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, etc.)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:11
|
|
msgid "How to customize the file"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:13
|
|
msgid "Remove columns you don't need. We advise to not remove the *ID* one (see why here below)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:15
|
|
msgid "Set a unique ID to every single record by dragging down the ID sequencing."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:16
|
|
msgid "Don't change labels of columns you want to import. Otherwise Odoo won't recognize them anymore and you will have to map them on your own in the import screen."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:18
|
|
msgid "To add new columns,Feel free to add new columns but the fields need to exist in Odoo. If Odoo fails in matching the column name with a field, you can make it manually when importing by browsing a list of available fields."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:24
|
|
msgid "Why an “ID” column"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:26
|
|
msgid "The ID is an unique identifier for the line item. Feel free to use the one of your previous software to ease the transition to Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:29
|
|
msgid "Setting an ID is not mandatory when importing but it helps in many cases:"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:31
|
|
msgid "Update imports: you can import the same file several times without creating duplicates;"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:32
|
|
msgid "Import relation fields (see here below)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:35
|
|
msgid "How to import relation fields"
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:37
|
|
msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations you need to import the records of the related object first from their own list menu."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/products/import.rst:41
|
|
msgid "You can do it using either the name of the related record or its ID. The ID is expected when two records have the same name. In such a case add \" / ID\" at the end of the column title (e.g. for product attributes: Product Attributes / Attribute / ID)."
|
|
msgstr ""
|
|
|
|
#: ../../sales/products_prices/taxes.rst:3
|
|
msgid "Set taxes"
|
|
msgstr ""
|
|
|
|
#: ../../sales/sale_ebay.rst:3
|
|
msgid "eBay"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations.rst:3
|
|
msgid "Send Quotations"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:3
|
|
msgid "Stimulate customers with quotations deadline"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:5
|
|
msgid "As you send quotations, it is important to set a quotation deadline; Both to entice your customer into action with the fear of missing out on an offer and to protect yourself. You don't want to have to fulfill an order at a price that is no longer cost effective for you."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:11
|
|
msgid "Set a deadline"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:13
|
|
msgid "On every quotation or sales order you can add an *Expiration Date*."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:19
|
|
msgid "Use deadline in templates"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:21
|
|
msgid "You can also set a default deadline in a *Quotation Template*. Each time that template is used in a quotation, that deadline is applied. You can find more info about quotation templates `here <https://docs.google.com/document/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit>`_."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/deadline.rst:29
|
|
msgid "On your customer side, they will see this."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:3
|
|
msgid "Deliver and invoice to different addresses"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:5
|
|
msgid "In Odoo you can configure different addresses for delivery and invoicing. This is key, not everyone will have the same delivery location as their invoice location."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:10
|
|
msgid "Activate the feature"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:12
|
|
msgid "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the *Customer Addresses* feature."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:19
|
|
msgid "Add different addresses to a quotation or sales order"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:21
|
|
msgid "If you select a customer with an invoice and delivery address set, Odoo will automatically use those. If there's only one, Odoo will use that one for both but you can, of course, change it instantly and create a new one right from the quotation or sales order."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:30
|
|
msgid "Add invoice & delivery addresses to a customer"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:32
|
|
msgid "If you want to add them to a customer before a quotation or sales order, they are added to the customer form. Go to any customers form under :menuselection:`SALES --> Orders --> Customers`."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:36
|
|
msgid "From there you can add new addresses to the customer."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:42
|
|
msgid "Various addresses on the quotation / sales orders"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/different_addresses.rst:44
|
|
msgid "These two addresses will then be used on the quotation or sales order you send by email or print."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:3
|
|
msgid "Get paid to confirm an order"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:5
|
|
msgid "You can use online payments to get orders automatically confirmed. Saving the time of both your customers and yourself."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:9
|
|
msgid "Activate online payment"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:11
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:12
|
|
msgid "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the *Online Signature & Payment* feature."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:17
|
|
msgid "Once in the *Payment Acquirers* menu you can select and configure your acquirers of choice."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:20
|
|
msgid "You can find various documentation about how to be paid with payment acquirers such as `Paypal <../../ecommerce/shopper_experience/paypal>`_, `Authorize.Net (pay by credit card) <../../ecommerce/shopper_experience/authorize>`_, and others under the `eCommerce documentation <../../ecommerce>`_."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:31
|
|
msgid "If you are using `quotation templates <../quote_template>`_, you can also pick a default setting for each template."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:36
|
|
msgid "Register a payment"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_paid_to_validate.rst:38
|
|
msgid "From the quotation email you sent, your customer will be able to pay online."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:3
|
|
msgid "Get a signature to confirm an order"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:5
|
|
msgid "You can use online signature to get orders automatically confirmed. Both you and your customer will save time by using this feature compared to a traditional process."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:10
|
|
msgid "Activate online signature"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:19
|
|
msgid "If you are using `quotation templates <https://drive.google.com/open?id=11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY>`_, you can also pick a default setting for each template."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:23
|
|
msgid "Validate an order with a signature"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:25
|
|
msgid "When you sent a quotation to your client, they can accept it and sign online instantly."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/get_signature_to_validate.rst:30
|
|
msgid "Once signed the quotation will be confirmed and delivery will start."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:3
|
|
msgid "Increase your sales with suggested products"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:5
|
|
msgid "The use of suggested products is an attempt to offer related and useful products to your client. For instance, a client purchasing a cellphone could be shown accessories like a protective case, a screen cover, and headset."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:11
|
|
msgid "Add suggested products to your quotation templates"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:13
|
|
msgid "Suggested products can be set on *Quotation Templates*."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:17
|
|
msgid "Once on a template, you can see a *Suggested Products* tab where you can add related products or services."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:23
|
|
msgid "You can also add or modify suggested products on the quotation."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:26
|
|
msgid "Add suggested products to the quotation"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:28
|
|
msgid "When opening the quotation from the received email, the customer can add the suggested products to the order."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:37
|
|
msgid "The product(s) will be instantly added to their quotation when clicking on any of the little carts."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:43
|
|
msgid "Depending on your confirmation process, they can either digitally sign or pay to confirm the quotation."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/optional_items.rst:46
|
|
msgid "Each move done by the customer to the quotation will be tracked in the sales order, letting the salesperson see it."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:3
|
|
msgid "Use quotation templates"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:5
|
|
msgid "If you often sell the same products or services, you can save a lot of time by creating custom quotation templates. By using a template you can send a complete quotation in no time."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:12
|
|
msgid "For this feature to work, go to :menuselection:`Sales --> Configuration --> Settings` and activate *Quotations Templates*."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:19
|
|
msgid "Create your first template"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:21
|
|
msgid "You will find the templates menu under :menuselection:`Sales --> Configuration`."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:24
|
|
msgid "You can then create or edit an existing one. Once named, you will be able to select the product(s) and their quantity as well as the expiration time for the quotation."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:31
|
|
msgid "On each template, you can also specify discounts if the option is activated in the *Sales* settings. The base price is set in the product configuration and can be alterated by customer pricelists."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:38
|
|
msgid "Edit your template"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:40
|
|
msgid "You can edit the customer interface of the template that they see to accept or pay the quotation. This lets you describe your company, services and products. When you click on *Edit Template* you will be brought to the quotation editor."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:51
|
|
msgid "This lets you edit the description content thanks to drag & drop of building blocks. To describe your products add a content block in the zone dedicated to each product."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:59
|
|
msgid "The description set for the products will be used in all quotations templates containing those products."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:63
|
|
msgid "Use a quotation template"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:65
|
|
msgid "When creating a quotation, you can select a template."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:70
|
|
msgid "Each product in that template will be added to your quotation."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:73
|
|
msgid "You can select a template to be suggested by default in the *Sales* settings."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:77
|
|
msgid "Confirm the quotation"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:79
|
|
msgid "Templates also ease the confirmation process for customers with a digital signature or online payment. You can select that in the template itself."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:86
|
|
msgid "Every quotation will now have this setting added to it."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/quote_template.rst:88
|
|
msgid "Of course you can still change it and make it specific for each quotation."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:3
|
|
msgid "Add terms & conditions on orders"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:5
|
|
msgid "Specifying Terms and Conditions is essential to ensure a good relationship between customers and sellers. Every seller has to declare all the formal information which include products and company policy; allowing the customer to read all those terms everything before committing to anything."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:11
|
|
msgid "Odoo lets you easily include your default terms and conditions on every quotation, sales order and invoice."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:15
|
|
msgid "Set up your default terms and conditions"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:17
|
|
msgid "Go to :menuselection:`SALES --> Configuration --> Settings` and activate *Default Terms & Conditions*."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:23
|
|
msgid "In that box you can add your default terms & conditions. They will then appear on every quotation, SO and invoice."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:33
|
|
msgid "Set up more detailed terms & conditions"
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:35
|
|
msgid "A good idea is to share more detailed or structured conditions is to publish on the web and to refer to that link in the terms & conditions of Odoo."
|
|
msgstr ""
|
|
|
|
#: ../../sales/send_quotations/terms_and_conditions.rst:39
|
|
msgid "You can also attach an external document with more detailed and structured conditions to the email you send to the customer. You can even set a default attachment for all quotation emails sent."
|
|
msgstr ""
|
|
|