8916 lines
341 KiB
Plaintext
8916 lines
341 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
|
||
# Copyright (C) Odoo S.A.
|
||
# This file is distributed under the same license as the Odoo package.
|
||
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
||
#
|
||
# Translators:
|
||
# Duy BQ <duybq86@gmail.com>, 2023
|
||
# Martin Trigaux, 2023
|
||
# Thin Tran <trvathin@gmail.com>, 2023
|
||
# Nancy Momoland <thanhnguyen.icsc@gmail.com>, 2023
|
||
# Thi Huong Nguyen, 2023
|
||
#
|
||
#, fuzzy
|
||
msgid ""
|
||
msgstr ""
|
||
"Project-Id-Version: Odoo 16.0\n"
|
||
"Report-Msgid-Bugs-To: \n"
|
||
"POT-Creation-Date: 2023-01-31 10:29+0000\n"
|
||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||
"Last-Translator: Thi Huong Nguyen, 2023\n"
|
||
"Language-Team: Vietnamese (https://www.transifex.com/odoo/teams/41243/vi/)\n"
|
||
"MIME-Version: 1.0\n"
|
||
"Content-Type: text/plain; charset=UTF-8\n"
|
||
"Content-Transfer-Encoding: 8bit\n"
|
||
"Language: vi\n"
|
||
"Plural-Forms: nplurals=1; plural=0;\n"
|
||
|
||
#: ../../content/applications/sales.rst:5
|
||
#: ../../content/applications/sales/sales.rst:8
|
||
msgid "Sales"
|
||
msgstr "Bán hàng"
|
||
|
||
#: ../../content/applications/sales/crm.rst:8
|
||
msgid "CRM"
|
||
msgstr "CRM"
|
||
|
||
#: ../../content/applications/sales/crm.rst:10
|
||
msgid ""
|
||
"**Odoo CRM** helps you organize your sales activities: track leads, close "
|
||
"opportunities and get accurate forecasts. Keep opportunities organized with "
|
||
"the pipeline and manage your day-to-day activities with meetings and next "
|
||
"activities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm.rst:15
|
||
msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads.rst:5
|
||
msgid "Acquire leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
|
||
msgid "Convert leads into opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
|
||
msgid ""
|
||
"The system can generate leads instead of opportunities, in order to add a "
|
||
"qualification step before converting a *Lead* into an *Opportunity* and "
|
||
"assigning to the right sales people."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
|
||
msgid ""
|
||
"You can activate this mode from the CRM Settings. It applies to all your "
|
||
"sales channels by default. But you can make it specific for specific "
|
||
"channels from their configuration form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:11
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:10
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:9
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:16
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:14
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:10
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:17
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:8
|
||
#: ../../content/applications/sales/rental.rst:20
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:9
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:9
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:16
|
||
#: ../../content/applications/sales/subscriptions/configuration.rst:5
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:16
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:32
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:31
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:25
|
||
msgid "Configuration"
|
||
msgstr "Cấu hình"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16
|
||
msgid ""
|
||
"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
|
||
"Settings` and activate the *Leads* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22
|
||
msgid ""
|
||
"You will now have a new submenu *Leads* under *Leads* where they will "
|
||
"aggregate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29
|
||
msgid "Convert a lead into an opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31
|
||
msgid ""
|
||
"When you click on a *Lead* you will have the option to convert it to an "
|
||
"opportunity and decide if it should still be assigned to the same "
|
||
"channel/person and if you need to create a new customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
|
||
msgid ""
|
||
"If you already have an opportunity with that customer Odoo will "
|
||
"automatically offer you to merge with that opportunity. In the same manner, "
|
||
"Odoo will automatically offer you to link to an existing customer if that "
|
||
"customer already exists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44
|
||
msgid "Merge opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46
|
||
msgid ""
|
||
"Odoo will also automatically propose to merge opportunities if they have the"
|
||
" same email address. When merging opportunities, Odoo merges the information"
|
||
" into the opportunity which was created first, giving priority to the "
|
||
"information present on the first opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:51
|
||
msgid ""
|
||
"No information is lost: data from the other opportunity is logged in the "
|
||
"chatter and the information fields for easy access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57
|
||
msgid ""
|
||
"Would you find a duplicate yourself, ...you can also merge opportunities or "
|
||
"leads even if the system doesn't propose it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
|
||
msgid ""
|
||
"Here’s how, from the list view. Select the opportunities or leads you want "
|
||
"to merge and the action button will appear. Then, you can select merge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67
|
||
msgid "It is also possible to merge more than 2 opportunities or leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3
|
||
msgid "Generate leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5
|
||
msgid ""
|
||
"Two key ways to generate new leads or opportunities for your business are "
|
||
"through email aliases and website contact forms. Odoo automatically creates "
|
||
"leads in your CRM whenever someone sends a message to a Sales Team email "
|
||
"alias or fills out a contact form on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10
|
||
msgid "Configure email aliases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:12
|
||
msgid ""
|
||
"Each Sales Team can use its own unique email alias to generate "
|
||
"leads/opportunities. Any email sent to a Sales Team's email alias will "
|
||
"automatically create a lead (if leads are activated in your CRM settings) or"
|
||
" an opportunity in the pipeline for that particular team. Configure custom "
|
||
"email aliases on the configuration page for each Sales Team by navigating to"
|
||
" :menuselection:`CRM --> Configuration --> Sales Teams`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Configuring Sales Teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23
|
||
msgid "Use Contact Forms on your website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25
|
||
msgid ""
|
||
"By default, your website's *Contact Us* page displays Odoo's ready-to-use "
|
||
"Contact Form. Whenever someone submits this form, a lead or an opportunity "
|
||
"is generated in your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Default Contact Us page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:32
|
||
msgid ""
|
||
"The Contact Form can be activated or deactivated at any time by going to "
|
||
":menuselection:`Website --> Go to Website --> Customize --> Contact Form`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Contact Form toggle"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:39
|
||
msgid ""
|
||
"When the Form is deactivated, the *Contact Us* page simply displays a button"
|
||
" to email your company directly. Any email sent this way will generate a "
|
||
"lead/opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Contact Us Page using email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:46
|
||
msgid ""
|
||
"Choose which Sales Team or salesperson is automatically assigned to the "
|
||
"leads/opportunities created from the Contact Form by going to "
|
||
":menuselection:`Website --> Configuration --> Settings --> Communication`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Contact Form settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55
|
||
msgid "Customize Contact Forms"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57
|
||
msgid ""
|
||
"Contact Forms can be customized for the specific information your team "
|
||
"needs, using the free *Form Builder* module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:60
|
||
msgid ""
|
||
"The *Form Builder* module is installed automatically when a Form element is "
|
||
"added to a web page via the Website Builder. It can also be installed "
|
||
"manually from the :guilabel:`Apps` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Form Builder building blocks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68
|
||
msgid ""
|
||
"Forms can be created from scratch to serve a wide variety of purposes. "
|
||
"However, Odoo's default *Contact Us* page is designed to fit most users' "
|
||
"needs. Start with the default form and modify from there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73
|
||
msgid "Edit Contact Form fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:75
|
||
msgid ""
|
||
"In Edit mode on your website, click on any field to start editing it. The "
|
||
"following information can be edited for each field on the Contact Form:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:78
|
||
msgid ""
|
||
":guilabel:`Type`: Choose a custom field option or an existing field. "
|
||
"Examples include phone, file upload, language, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:80
|
||
msgid ""
|
||
":guilabel:`Input Type`: Determine the type of entry customers should input. "
|
||
"Available options are text,email, telephone, and URL."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82
|
||
msgid ""
|
||
":guilabel:`Input Placeholder`: Type in an example to guide users how to "
|
||
"input information where formatting is important, such as a phone number or "
|
||
"email address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:84
|
||
msgid ""
|
||
":guilabel:`Label Name`: Type in the display name to show users what "
|
||
"information is needed from them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:86
|
||
msgid ""
|
||
":guilabel:`Label Position`: Choose the way the label is aligned with the "
|
||
"rest of the form. The label can be hidden, above the field, to the far left "
|
||
"of the field, or right adjusted and closer to the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89
|
||
msgid ""
|
||
":guilabel:`Required`: Toggle this option for information that you absolutely"
|
||
" need entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90
|
||
msgid ""
|
||
":guilabel:`Hidden`: Toggle this option to hide the field without deleting "
|
||
"it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:91
|
||
msgid ""
|
||
":guilabel:`Shown on Mobile`: Toggle this option to show the field to users "
|
||
"on mobile devices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rstNone
|
||
msgid "Editable field options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:97
|
||
msgid ""
|
||
"By default, when a Form is submitted, it sends you an email with the "
|
||
"customer's inputted information. To have it automatically generate a "
|
||
"lead/opportunity instead, edit the Form and select :guilabel:`Create an "
|
||
"Opportunity` as the Action."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:102
|
||
msgid ""
|
||
"If leads are activated in your CRM settings, selecting :guilabel:`Create an "
|
||
"Opportunity` generates a lead instead. To learn more about activating leads "
|
||
"in the CRM settings, head over to :doc:`convert`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
|
||
msgid "Lead mining"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5
|
||
msgid ""
|
||
"Lead mining is a feature that allows CRM users to generate new leads "
|
||
"directly into their Odoo database. To ensure lead qualification, lead mining"
|
||
" output is determined by a variety of filtering criteria, such as the "
|
||
"country, the company size, and the industry."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12
|
||
msgid ""
|
||
"To get started, go to :menuselection:`CRM --> Configuration --> Settings` "
|
||
"and activate :guilabel:`Lead Mining`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone
|
||
msgid "Activate lead mining in Odoo CRM settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20
|
||
msgid "Generate leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22
|
||
msgid ""
|
||
"After the :guilabel:`Lead Mining` setting is activated, a new button called "
|
||
":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` "
|
||
"pipeline. Lead mining requests are also available through "
|
||
":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through "
|
||
":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate "
|
||
"Leads` button is also available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone
|
||
msgid "The Generate Leads button to use the lead mining feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32
|
||
msgid ""
|
||
"Click on the :guilabel:`Generate Leads` button, and a window will appear "
|
||
"offering a variety of criteria by which to generate leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone
|
||
msgid ""
|
||
"The pop-up window with the selection criteria in order to generate leads in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39
|
||
msgid ""
|
||
"Choose to generate leads for :guilabel:`Companies` to get company "
|
||
"information only, or choose :guilabel:`Companies and their Contacts` to get "
|
||
"company information as well as individual employee contact information. When"
|
||
" targeting :guilabel:`Companies and their Contacts`, there is an option to "
|
||
"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
|
||
msgid "Additional filtering options include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46
|
||
msgid ""
|
||
":guilabel:`Size`: filter leads based on the number of employees at the "
|
||
"company"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47
|
||
msgid ""
|
||
":guilabel:`Countries`: filter leads based on the country (or countries) they"
|
||
" are located in"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
|
||
msgid ""
|
||
":guilabel:`States`: further filter leads based on the state they are located"
|
||
" in, if applicable"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49
|
||
msgid ""
|
||
":guilabel:`Industries`: filter leads based on the specific industry they "
|
||
"work in"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50
|
||
msgid ""
|
||
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
|
||
"to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
|
||
msgid ""
|
||
":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads "
|
||
"will be assigned to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52
|
||
msgid ""
|
||
":guilabel:`Default Tags`: choose which tags are applied directly to the "
|
||
"leads once found"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55
|
||
msgid ""
|
||
"Make sure to be aware of the latest EU regulations when receiving contact "
|
||
"information. Get more information about the General Data Protection "
|
||
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36
|
||
msgid "Pricing"
|
||
msgstr "Chi tiết giá"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
|
||
msgid ""
|
||
"Lead mining is an *In-App Purchase* feature and each generated lead costs "
|
||
"one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63
|
||
msgid ""
|
||
"Choosing to generate :guilabel:`Companies and their Contacts` costs one "
|
||
"additional credit for each contact generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67
|
||
msgid ""
|
||
"See here for full pricing information: `Lead Generation by Odoo IAP "
|
||
"<https://iap.odoo.com/iap/ in-app-services/167?>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70
|
||
msgid ""
|
||
"To buy credits, navigate to :menuselection:`CRM --> Configuration --> "
|
||
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
||
":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone
|
||
msgid "Buy credits from the lead mining settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78
|
||
msgid ""
|
||
"Credits may also be purchased by navigating to the :menuselection:`Settings "
|
||
"--> General Settings`. In the :guilabel:`In-App Purchases` section, under "
|
||
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rstNone
|
||
msgid "Buy credits in the Odoo IAP settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88
|
||
msgid ""
|
||
"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits"
|
||
" in their database to test any IAP features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92
|
||
msgid ":doc:`../../../general/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
|
||
msgid "Send quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
|
||
msgid ""
|
||
"When you qualify a lead into an opportunity you will most likely need to "
|
||
"send them a quotation. You can directly do this in the CRM App with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12
|
||
msgid "Create a new quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
|
||
msgid ""
|
||
"By clicking on any opportunity or lead, you will see a *New Quotation* "
|
||
"button, it will bring you into a new menu where you can manage your quote."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21
|
||
msgid ""
|
||
"You will find all your quotes to that specific opportunity under the "
|
||
"*Quotations* menu on that page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28
|
||
msgid "Mark them won/lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30
|
||
msgid ""
|
||
"Now you will need to mark your opportunity as won or lost to move the "
|
||
"process along."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
|
||
msgid ""
|
||
"If you mark them as won, they will move to your *Won* column in your Kanban "
|
||
"view. If you however mark them as *Lost* they will be archived."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize.rst:5
|
||
msgid "Optimize your Day-to-Day work"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
|
||
msgid "How to motivate and reward my salespeople?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
|
||
msgid ""
|
||
"Challenging your employees to reach specific targets with goals and rewards "
|
||
"is an excellent way to reinforce good habits and improve your salespeople "
|
||
"productivity. The Gamification module gives you simple and creative ways to "
|
||
"motivate and evaluate your employees with real-time recognition and badges "
|
||
"inspired by game mechanics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:13
|
||
msgid ""
|
||
"Install the *Gamification* module, or the *CRM gamification* one, which adds"
|
||
" some useful data (goals and challenges) that can be used on *CRM/Sale*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rstNone
|
||
msgid "View of the gamification module being installed in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:21
|
||
msgid "Create a challenge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:23
|
||
msgid ""
|
||
"Now, create your first challenge by going to :menuselection:`Settings --> "
|
||
"Gamification Tools --> Challenges`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
|
||
msgid ""
|
||
"As the gamification tool is a one-time technical setup, you need to activate"
|
||
" the technical features in order to access the configuration. To do so, go "
|
||
"to *Settings* and *Activate the developer mode*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rstNone
|
||
msgid "View if the gamification tools menu in Odoo Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:35
|
||
msgid ""
|
||
"A challenge is a mission that you send to your sales team. It can include "
|
||
"one or several goals, set for a specific period of time. Configure your "
|
||
"challenge as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
|
||
msgid "Assign the salespeople to be challenged;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:39
|
||
msgid "Assign a responsible;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
|
||
msgid "Set up the periodicity along with the start and the end date;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:41
|
||
msgid "Select your goals;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:42
|
||
msgid "Set up your rewards (badges)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:45
|
||
msgid ""
|
||
"Badges are granted when a challenge is finished. This is either at the end "
|
||
"of a running period (eg: end of the month for a monthly challenge), at the "
|
||
"end date of a challenge (if no periodicity is set), or when the challenge is"
|
||
" manually closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:49
|
||
msgid ""
|
||
"In the example below, 2 employees are being challenged with a *Monthly Sales"
|
||
" Target*. The challenge is based on 2 goals: the total amount invoiced and "
|
||
"number of new leads generated. At the end of the month, the winner will be "
|
||
"granted with a badge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rstNone
|
||
msgid ""
|
||
"View of the challenge form and a challenge being created for Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:58
|
||
msgid "Set up goals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:60
|
||
msgid ""
|
||
"The users can be evaluated using goals and numerical objectives to reach."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
|
||
msgid ""
|
||
"**Goals** are assigned through *challenges* that evaluate (see image above) "
|
||
"and compare members of a team throughout time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:66
|
||
msgid ""
|
||
"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
|
||
"new item*, under *Goals*. Select the business object according to your "
|
||
"company's needs. Examples: number of new leads, time to qualify a lead, "
|
||
"total amount invoiced in a specific week, month or any other time frame "
|
||
"based on your management preferences, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rstNone
|
||
msgid ""
|
||
"View of the goal definition form and a goal definition being created for "
|
||
"Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:73
|
||
msgid ""
|
||
"Goals may include your database setup as well (e.g. set your company data "
|
||
"and a timezone, create new users, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:77
|
||
msgid "Set up rewards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:79
|
||
msgid ""
|
||
"For non-numerical achievements, **Badges** can be granted to users. From a "
|
||
"simple thank you to an exceptional achievement, a badge is an easy way to "
|
||
"express gratitude to a user for their good work. To create and grant badges "
|
||
"to your employees based on their performance, go to :menuselection:`Settings"
|
||
" --> Gamification Tools --> Badges`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rstNone
|
||
msgid "View of the badges page in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
|
||
msgid "Enrich your contacts base with Partner Autocomplete"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
|
||
msgid ""
|
||
"Parter Autocomplete helps you to enrich your contacts database with "
|
||
"corporate data. Select one of the companies suggested in the dropdown, and "
|
||
"quickly get all the information you need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Contacts` and activate the *Partner "
|
||
"Autocomplete* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rstNone
|
||
msgid "View of settings page and the activations of the feature in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18
|
||
msgid "Enrich your contacts with corporate data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:22
|
||
msgid ""
|
||
"From any module, once you start to create a new contact typing the name of "
|
||
"it, the system will suggest a potential match. If you select it, the contact"
|
||
" will be populated with corporate data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23
|
||
msgid ""
|
||
"For example, after typing *Odoo*, you will get the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rstNone
|
||
msgid "Creating a new contact in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rstNone
|
||
msgid ""
|
||
"View of the information being shown about odoo with the autocomplete option "
|
||
"in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:33
|
||
msgid ""
|
||
"Partner Autocomplete also works if you enter a VAT number instead of a "
|
||
"company name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
|
||
msgid ""
|
||
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
||
" prepaid credits to be used. Each request will consume one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41
|
||
msgid ""
|
||
"To buy credits, go to :menuselection:`Settings --> Contacts --> Partner "
|
||
"Autocomplete or Odoo IAP --> View My Services` and select a package."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:44
|
||
msgid ""
|
||
"If you run out of credits, the only information that will be populated when "
|
||
"clicking on the suggested company will be the website link and the logo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46
|
||
msgid ""
|
||
"If you are on Odoo Online and you have the Enterprise version, you benefit "
|
||
"from free trial credits to test the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48
|
||
msgid ""
|
||
"Learn about our *Privacy Policy* `here "
|
||
"<https://iap.odoo.com/privacy#header_2>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance.rst:5
|
||
msgid "Analyze performance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:3
|
||
msgid "How to use Google Spreadsheet in Addition to my Data?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:5
|
||
msgid ""
|
||
"Create custom dashboards in Google Spreadsheet that retrieves data directly "
|
||
"from Odoo using spreadsheet formula. You can use it to create sales "
|
||
"commission plans, budgets, project forecasts, etc. Formulas are written in "
|
||
"Python but programming skills are not required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:12
|
||
msgid ""
|
||
"From the *General Settings*, activate *Google Drive* and *Google "
|
||
"Spreadsheet*. The options *Authorization Code* and *Get Authorization Code* "
|
||
"are now available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rstNone
|
||
msgid "Enable the Google Drive and Google Spreadsheet features in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:19
|
||
msgid "Now, link your Google account with Odoo by following these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:21
|
||
msgid "Get Authorization Code"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:22
|
||
msgid "Select your Google account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:23
|
||
msgid "Enter your password"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:24
|
||
msgid "Copy the code"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:25
|
||
msgid "Paste it into the Authorization Code field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:28
|
||
msgid "Create a new Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:30
|
||
msgid ""
|
||
"From the *CRM* app, for example, go to *Favorites* and click on *Add to "
|
||
"Google Spreadsheet*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rstNone
|
||
msgid ""
|
||
"From the CRM application, for example, click on add to Google Spreadsheet in"
|
||
" Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:36
|
||
msgid "A new spreadsheet will be automatically created in your Google Drive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:39
|
||
msgid ""
|
||
"When you opening this new file, a second sheet is created automatically by "
|
||
"Odoo with a tutorial/documentation on *How to use Google Spreadsheet*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:43
|
||
msgid "Link a Spreadsheet with Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:45
|
||
msgid "From this new file, configure your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:46
|
||
msgid ""
|
||
"Go to :menuselection:`Odoo --> Server Settings --> Database Name --> "
|
||
"Username --> Password`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rstNone
|
||
msgid "Menu called Odoo is shown on the settings bar in the Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:53
|
||
msgid "Applications"
|
||
msgstr "Ứng viên"
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:55
|
||
msgid ""
|
||
"You have two different formulas available when using Google Spreadsheet in "
|
||
"Odoo: *retrieve data* and *retrieve grouped sums*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:59
|
||
msgid ""
|
||
"Google Drive limits the execution time of scripts; if the data you requested"
|
||
" takes too long to be delivered, you might get an error. There is no "
|
||
"specific size limit, since the time for Odoo to respond depends on several "
|
||
"factors - although reading data regarding several thousand records is "
|
||
"usually fine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:66
|
||
msgid "Retrieve Data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:70
|
||
msgid ""
|
||
"The theoretical formula is :command:`= oe_browse "
|
||
"(table;columns;filters;orderby:limit)`. Used it if you want to display the "
|
||
"information without grouping it (e.g.: each sales order in the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:71
|
||
msgid "Find some the arguments in the table below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rstNone
|
||
msgid "Table with examples of arguments to use in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:78
|
||
msgid "Retrieve Grouped Sums"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:81
|
||
msgid ""
|
||
"The theoretical formula is :command:`= oe_read_group "
|
||
"(table;columns;group_by;filters;orderby:limit)`. Use it when you want to "
|
||
"display a sum of data (e.g.: total invoiced)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:82
|
||
msgid "Find some arguments in the table below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rstNone
|
||
msgid "Table with examples of grouped sum arguments to use in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:89
|
||
msgid "Other uses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:91
|
||
msgid ""
|
||
"Mix Odoo data with spreadsheet data, add traditional formulas, and create "
|
||
"Dynamic Tabled and Graphs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:3
|
||
msgid "Check your Win/Loss Ratio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:5
|
||
msgid ""
|
||
"To see how well you are doing with your pipeline, take a look at the "
|
||
"Win/Loss ratio."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:8
|
||
msgid ""
|
||
"To access this report, go to your *Pipeline* view under the *Reporting* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:11
|
||
msgid ""
|
||
"From there you can filter to which opportunities you wish to see, yours, the"
|
||
" ones from your sales channel, your whole company, etc. You can then click "
|
||
"on filter and check Won/Lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:18
|
||
msgid "You can also change the *Measures* to *Total Revenue*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:23
|
||
msgid "You also have the ability to switch to a pie chart view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline.rst:5
|
||
msgid "Organize the pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
|
||
msgid "Manage lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
|
||
msgid ""
|
||
"While working with your opportunities, you might lose some of them. You will"
|
||
" want to keep track of the reasons you lost them and also which ways Odoo "
|
||
"can help you recover them in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
|
||
msgid "Mark a lead as lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
|
||
msgid ""
|
||
"While in your pipeline, select any opportunity you want and you will see a "
|
||
"*Mark Lost* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
|
||
msgid ""
|
||
"You can then select an existing *Lost Reason* or create a new one right "
|
||
"there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
|
||
msgid "Manage & create lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24
|
||
msgid ""
|
||
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
|
||
"Lost Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
|
||
msgid ""
|
||
"You can select & rename any of them as well as create a new one from there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
|
||
msgid "Retrieve lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32
|
||
msgid ""
|
||
"To retrieve lost opportunities and do actions on them (send an email, make a"
|
||
" feedback call, etc.), select the *Lost* filter in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
|
||
msgid "You will then see all your lost opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
||
msgid ""
|
||
"If you want to refine them further, you can add a filter on the *Lost "
|
||
"Reason*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
|
||
msgid "For Example, *Too Expensive*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50
|
||
msgid "Restore lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52
|
||
msgid ""
|
||
"From the Kanban view with the filter(s) in place, you can select any "
|
||
"opportunity you wish and work on it as usual. You can also restore it by "
|
||
"clicking on *Archived*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59
|
||
msgid ""
|
||
"You can also restore items in batch from the Kanban view when they belong to"
|
||
" the same stage. Select *Restore Records* in the column options. You can "
|
||
"also archive the same way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
|
||
msgid "To select specific opportunities, you should switch to the list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
|
||
msgid ""
|
||
"Then you can select as many or all opportunities and select the actions you "
|
||
"want to take."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78
|
||
msgid ":doc:`../performance/win_loss`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
|
||
msgid "Multiple sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5
|
||
msgid ""
|
||
"Odoo lets you manage several sales teams, departments, or channels, each "
|
||
"with their own unique sales processes, using *Sales Teams*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10
|
||
msgid "Create a new Sales Team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12
|
||
msgid ""
|
||
"To create a new Sales Team, go to :menuselection:`CRM --> Sales --> Teams` "
|
||
"then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:15
|
||
msgid ""
|
||
"On the creation page, set an :guilabel:`Email Alias` to automatically "
|
||
"generate a lead/opportunity for this Sales Team every time a message is sent"
|
||
" to that unique email address. You can also choose whether to accept emails "
|
||
"from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or "
|
||
":guilabel:`Followers Only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:20
|
||
msgid ""
|
||
"Set a :guilabel:`Domain` to assign leads/opportunities to this Sales Team "
|
||
"based on specific filters, such as country, language, or campaign. Set an "
|
||
":guilabel:`Invoicing Target` if this team has specific monthly revenue "
|
||
"goals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rstNone
|
||
msgid "Create a Sales Team in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29
|
||
msgid "Add members to a Sales Team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:31
|
||
msgid ""
|
||
"To add team members, click :guilabel:`Add` under the Assignment tab when "
|
||
"editing the Sales Team's configuration page. Select a salesperson from the "
|
||
"dropdown menu or create new salesperson. Set a maximum number of leads that "
|
||
"can be assigned to this salesperson in a 30-day period to ensure that they "
|
||
"do not overwork."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rstNone
|
||
msgid "Add a Salesperson inside Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40
|
||
msgid ""
|
||
"One person can be added as a team member or Team Leader to multiple Sales "
|
||
"Teams, allowing them to access all of the pipelines that they need to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44
|
||
msgid "Sales Team dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46
|
||
msgid ""
|
||
"To view the Sales Team dashboard, go to :menuselection:`CRM --> Sales --> "
|
||
"Teams`. Any teams you are a part of will appear as dashboard tiles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:49
|
||
msgid ""
|
||
"Each tile gives an overview of the Sales Team's open opportunities, "
|
||
"quotations, sales orders, and expected revenue, as well as a bar graph of "
|
||
"new opportunities per week and an invoicing progress bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rstNone
|
||
msgid "Sales Team Overview dashboard in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:57
|
||
msgid ""
|
||
"Click on the three dots in the corner of a tile to open a navigational menu "
|
||
"that lets you quickly view documents or reports, create new quotations or "
|
||
"opportunities, pick a color for this team, or access its configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rstNone
|
||
msgid ""
|
||
"Click the Three Dot Menu in Odoo CRM dashboard to view documents and create "
|
||
"opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:65
|
||
msgid ""
|
||
"Click on the :guilabel:`Pipeline` button to go directly to that team's CRM "
|
||
"pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads.rst:5
|
||
msgid "Assign and track leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
|
||
msgid "Assign leads based on scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
||
msgid ""
|
||
"*Lead Scoring* lets you rank and prioritize leads based on selected "
|
||
"criteria. A higher score indicates that a lead is more likely to bring value"
|
||
" to your company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:8
|
||
msgid ""
|
||
"For example, if customers from Canada tend to be more likely to purchase "
|
||
"your products, you can assign them a higher score than customers from other "
|
||
"countries."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
|
||
msgid ""
|
||
"To use scoring, go to :menuselection:`Apps`, remove the :guilabel:`Apps` "
|
||
"filter, search for :guilabel:`Lead Scoring` and then install the module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rstNone
|
||
msgid "Lead Scoring module installation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:22
|
||
msgid "Create scoring rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:24
|
||
msgid ""
|
||
"To manage scoring rules, go to :menuselection:`CRM --> Leads --> Scoring "
|
||
"Rules`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
|
||
msgid ""
|
||
"Customize your rules to fit the needs of your business, and add as many "
|
||
"criteria as you want."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rstNone
|
||
msgid "Score Rule example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:32
|
||
msgid ""
|
||
"Every hour, Odoo automatically assigns scores to new leads according to your"
|
||
" configured rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rstNone
|
||
msgid "Scoring section on a lead"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:39
|
||
msgid "Assign leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:41
|
||
msgid ""
|
||
"Odoo can also assign leads to specific teams based on configured rules. To "
|
||
"configure assignment rules, go to the individual Sales Team's configuration "
|
||
"page via :menuselection:`CRM --> Leads --> Team Assignment` or "
|
||
":menuselection:`CRM --> Configuration --> Sales Teams`, and apply a specific"
|
||
" Domain to each team. The Domain can include lead scores."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rstNone
|
||
msgid "Team Assignments using domains"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:50
|
||
msgid ""
|
||
"Assign leads to specific salespeople using further refined Domains at "
|
||
":menuselection:`CRM --> Leads --> Leads Assignment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rstNone
|
||
msgid "Lead Assignments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:57
|
||
msgid ""
|
||
"Odoo automatically assigns new leads to teams/salespeople once per day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
|
||
msgid "Evaluate and use the unassigned leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||
msgid ""
|
||
"Not all leads will fall into your set Domains and get assigned automatically"
|
||
" by Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64
|
||
msgid ""
|
||
"To view your unassigned leads, go to :menuselection:`CRM --> Leads --> "
|
||
"Leads` and select the Unassigned filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rstNone
|
||
msgid "Filtering for unassigned leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:72
|
||
msgid ""
|
||
"You can also find unassigned leads and create re-engagement campaigns using "
|
||
"the :guilabel:`Email Marketing` or :guilabel:`Marketing Automation` apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3
|
||
msgid "Track your prospects visits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5
|
||
msgid ""
|
||
"Tracking your website pages will give you much more information about the "
|
||
"interests of your website visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8
|
||
msgid ""
|
||
"Every tracked page they visit will be recorded on your lead/opportunity if "
|
||
"they use the contact form on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14
|
||
msgid ""
|
||
"To use this feature, install the free module *Lead Scoring* under your "
|
||
"*Apps* page (only available in Odoo Enterprise)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21
|
||
msgid "Track a webpage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23
|
||
msgid ""
|
||
"Go to any static page you want to track on your website and under the "
|
||
"*Promote* tab you will find *Optimize SEO*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29
|
||
msgid "There you will see a *Track Page* checkbox to track this page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35
|
||
msgid "See visited pages in your leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37
|
||
msgid ""
|
||
"Now each time a lead is created from the contact form it will keep track of "
|
||
"the pages visited by that visitor. You have two ways to see those pages, on "
|
||
"the top right corner of your lead/opportunity you can see a *Page Views* "
|
||
"button but also further down you will see them in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43
|
||
msgid ""
|
||
"Both will update if the viewers comes back to your website and visits more "
|
||
"pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52
|
||
msgid ""
|
||
"The feature will not repeat multiple viewings of the same pages in the "
|
||
"chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55
|
||
msgid "Your customers will no longer be able to keep any secrets from you!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:8
|
||
msgid "Point of Sale"
|
||
msgstr "Điểm bán lẻ"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:10
|
||
msgid ""
|
||
"With **Odoo Point of Sale**, run your shops or restaurants easily. The app "
|
||
"runs on the browser, but is able to continue working even if you are "
|
||
"offline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:14
|
||
msgid ""
|
||
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
|
||
"of-sale-28>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:15
|
||
msgid ":doc:`IoT Boxes Documentations </applications/productivity/iot>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features.rst:5
|
||
msgid "Pricing Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:3
|
||
msgid "Using discount tags with a barcode scanner"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:5
|
||
msgid ""
|
||
"If you want to sell your products with a discount, for a product getting "
|
||
"close to its expiration date for example, you can use discount tags. They "
|
||
"allow you to scan discount barcodes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:10
|
||
msgid "To use discount tags you will need to use a barcode scanner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:13
|
||
msgid "Barcode Nomenclature"
|
||
msgstr "Phép đặt mã vạch"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:15
|
||
msgid "To use discounts tags, we need to learn about barcode nomenclature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:17
|
||
msgid ""
|
||
"Let's say you want to have a discount for the product with the following "
|
||
"barcode:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:23
|
||
msgid ""
|
||
"You can find the *Default Nomenclature* under the settings of your PoS "
|
||
"interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:32
|
||
msgid ""
|
||
"Let's say you want 50% discount on a product you have to start your barcode "
|
||
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
|
||
"before adding the product barcode. In our example, the barcode would be:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:41
|
||
msgid "Scan the products & tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:43
|
||
msgid "You first have to scan the desired product (in our case, a lemon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:48
|
||
msgid ""
|
||
"And then scan the discount tag. The discount will be applied and you can "
|
||
"finish the transaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:3
|
||
msgid "Apply Discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:5
|
||
msgid ""
|
||
"By offering discounts, you can entice your customers and drastically "
|
||
"increase your revenue. It is vital to offer discounts, whether they are "
|
||
"time-limited, seasonal or manually given."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:9
|
||
msgid ""
|
||
"To manage discounts, Odoo has powerful features that help set up a pricing "
|
||
"strategy tailored to every business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:13
|
||
msgid "Apply manual discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:15
|
||
msgid ""
|
||
"If you seldom use discounts, applying manual ones might be the easiest "
|
||
"solution for your Point of Sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:18
|
||
msgid ""
|
||
"You can either apply a discount on the whole order or on specific products "
|
||
"inside an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:22
|
||
msgid "Apply a discount on a product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:24
|
||
msgid "From your PoS session interface, use the *Disc* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid "View of the discount button for manual discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:30
|
||
msgid ""
|
||
"Then, you can input a discount over the product that is currently selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:34
|
||
msgid "Apply a global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:36
|
||
msgid ""
|
||
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
|
||
" --> Configuration --> Point of Sale` and select your PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:39
|
||
msgid ""
|
||
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
|
||
"category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid "View of the feature to enable for global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:45
|
||
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid "View of the button to use for global discount via the pos interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:51
|
||
msgid "Click on it and enter the wanted discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid "View of the discount offered in the payment summary"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:58
|
||
msgid ""
|
||
"On this example, there is a global discount of 50% as well as a specific 50%"
|
||
" discount on oranges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:62
|
||
msgid "Apply time-limited discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:64
|
||
msgid ""
|
||
"To activate time-limited discounts, you must activate the *Pricelists* "
|
||
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
|
||
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid "View of the pricelist feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:73
|
||
msgid ""
|
||
"Once activated, you must choose the pricelists you want to make available in"
|
||
" the PoS and define a default one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:77
|
||
msgid "Create a pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:79
|
||
msgid ""
|
||
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
|
||
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
|
||
"create."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:83
|
||
msgid ""
|
||
"When creating a pricelist, you can set several criteria to use a specific "
|
||
"price: period, min. quantity, etc. You can also decide to apply that "
|
||
"pricelist on specific products or on the whole range."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid "View of a time-limited pricelist for two products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:92
|
||
msgid "Using a pricelist with the PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:94
|
||
msgid ""
|
||
"On the PoS interface, a new button appears. Use it to select a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rstNone
|
||
msgid ""
|
||
"View of the button to use for time-limited discounts via the pos interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst:101
|
||
msgid ""
|
||
"Click on it to instantly update the prices with the selected pricelist. "
|
||
"Then, you can finalize the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:3
|
||
msgid "Manage a loyalty program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:5
|
||
msgid ""
|
||
"Encourage your customers to continue to shop at your point of sale with a "
|
||
"*Loyalty Program*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:11
|
||
msgid ""
|
||
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
|
||
"Under the Pricing features, select *Loyalty Program*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:19
|
||
msgid "From there you can create and edit your loyalty programs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:24
|
||
msgid ""
|
||
"You can decide what type of program you wish to use, if the reward is a "
|
||
"discount or a gift, make it specific to some products or cover your whole "
|
||
"range. Apply rules so that it is only valid in specific situation and "
|
||
"everything in between."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:30
|
||
msgid "Use the loyalty program in your PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:32
|
||
msgid ""
|
||
"When a customer is set, you will now see the points they will get for the "
|
||
"transaction and they will accumulate until they are spent. They are spent "
|
||
"using the button *Rewards* when they have enough points according to the "
|
||
"rules defined in the loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:40
|
||
msgid ""
|
||
"You can see the price is instantly updated to reflect the pricelist. You can"
|
||
" finalize the order in your usual way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:44
|
||
msgid ""
|
||
"If you select a customer with a default pricelist, it will be applied. You "
|
||
"can of course change it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:3
|
||
msgid "Using Pricelists in Point of Sale"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:5
|
||
msgid ""
|
||
"You probably know the concept of happy hour: during a certain period of "
|
||
"time, the barman gives a discount on some drinks (usually 50% off or a buy "
|
||
"one get one free). When the period is over, prices go back to normal. But "
|
||
"how does that relate with Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:10
|
||
msgid ""
|
||
"In Odoo, you can set up happy hours. It’s one of the many possible uses of "
|
||
"*Pricelists*. Those *Pricelists* allow the creation of multiple prices for "
|
||
"the same product: a regular one and a special one for happy hours. Available"
|
||
" in the *PoS* app, those are really convenient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:17
|
||
msgid "Set up Pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:19
|
||
msgid ""
|
||
"To set up a *Pricelist*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Configuration` and enable the *Pricelist* feature. Then, "
|
||
"go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
|
||
" enable *Pricelist* for the *PoS*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:26
|
||
msgid ""
|
||
"Now, you can create *Pricelists* by clicking on the *Pricelists* link. Then,"
|
||
" set it up by choosing the product category you want to include in your "
|
||
"happy hour and the discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:33
|
||
msgid ""
|
||
"Go back to your *PoS* settings and add the Happy Hour pricelist to the list."
|
||
" You can even choose a default pricelist if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:39
|
||
msgid ""
|
||
"From now on, on the *PoS* interface, a new button is available, allowing you"
|
||
" to choose among the different *pricelists* you added before."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:46
|
||
msgid ":doc:`../../sales/products_prices/prices/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm.rst:5
|
||
msgid "Fiscal Data Modules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:3
|
||
msgid "Setting up the Fiscal Data Module with the Odoo POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:6
|
||
msgid "Introduction"
|
||
msgstr "Đầu trang"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:8
|
||
msgid ""
|
||
"The Belgian government requires certain businesses to use a government-"
|
||
"certified device called a **Fiscal Data Module** (also known as a "
|
||
"**blackbox**). This device works together with the POS application and logs "
|
||
"certain transactions. On top of that, the used POS application must also be "
|
||
"certified by the government and must adhere to strict standards specified by"
|
||
" them. `Odoo 9 (Enterprise Edition) is a certified application "
|
||
"<http://www.systemedecaisseenregistreuse.be/systemes-certifies>`_. More "
|
||
"information concerning the Fiscal Data Module can be found on `the official "
|
||
"website <http://www.systemedecaisseenregistreuse.be/>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:20
|
||
msgid "Required hardware"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:22
|
||
msgid ""
|
||
"A government certified `Fiscal Data Module "
|
||
"<http://www.systemedecaisseenregistreuse.be/systemes-"
|
||
"certifies#FDM%20certifiés>`_ per POS, all of them should work, but the "
|
||
"Cleancash SC-B is recommended, you will also need:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:27
|
||
msgid ""
|
||
"Serial null modem cable per FDM (`example "
|
||
"<http://www.startech.com/Cables/Serial-Parallel-PS-2/DB9-DB25/10-ft-Cross-"
|
||
"Wired-Serial-Null-Modem-Cable-DB9-FM~SCNM9FM>`__)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:29
|
||
msgid ""
|
||
"Serial-to-USB adapter per FDM (`example "
|
||
"<http://trendnet.com/products/proddetail.asp?prod=265_TU-S9>`__)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:32
|
||
msgid "A registered IoT Box per POS configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:35
|
||
msgid "Setup"
|
||
msgstr "Thiết lập"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:38
|
||
msgid "IoT Box"
|
||
msgstr "IoT Box"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:40
|
||
msgid ""
|
||
"In order to use a Fiscal Data Module, you will need a registered IoT Box. "
|
||
"These IoT Boxes are similar to the regular IoT Boxes we sell, but they are "
|
||
"registered with the Belgian government. This is required by law. Attempting "
|
||
"to use a Fiscal Data Module on a non-registered IoT Box will not work. You "
|
||
"can verify that the Fiscal Data Module is recognized by the IoT Box by going"
|
||
" to the *Hardware status page* via the IoT Box homepage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:52
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88
|
||
msgid "Odoo"
|
||
msgstr "Odoo"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:54
|
||
msgid ""
|
||
"An Odoo POS app can be given certified POS capabilities by installing the "
|
||
"**Belgian Registered Cash Register** app (technical name: "
|
||
"``pos_blackbox_be``). Because of government restrictions imposed on us, this"
|
||
" installation cannot be undone. After this, you will have to ensure that "
|
||
"each POS configuration has a unique registered IoT Box associated with it "
|
||
"(:menuselection:`Point of Sale --> Configuration --> Point of Sale` and "
|
||
"ensure Hardware Proxy / IoT Box and the serial number of your IoT Box is "
|
||
"set). The first time you open the Point of Sale and attempt to do a "
|
||
"transaction, you will be asked to input the PIN that you received with your "
|
||
"VAT signing card."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:69
|
||
msgid "Certification & On-premise"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:71
|
||
msgid ""
|
||
"The certification granted by the government is restricted to the use on "
|
||
"odoo.com Odoo Online instance. The usage of the module from the source or a "
|
||
"modified version will **not** be certified. For on-premise users, we also "
|
||
"support the Fiscal Data Module in such installations. The main restriction "
|
||
"is that this requires an obfuscated version of the ``pos_blackbox_be`` "
|
||
"module we will provide on request for Enterprise customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:79
|
||
msgid "Restrictions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:81
|
||
msgid ""
|
||
"As mentioned before, in order to get certified the POS application must "
|
||
"adhere to strict government guidelines. Because of this, a certified Odoo "
|
||
"POS has some limitations not present in the non-certified Odoo POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:86
|
||
msgid "Refunding is disabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:87
|
||
msgid "Modifying orderline prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:88
|
||
msgid "Creating/modifying/deleting POS orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:89
|
||
msgid "Selling products without a valid tax"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:90
|
||
msgid "Multiple Odoo POS configurations per IoT Box are not allowed"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:91
|
||
msgid "Using the POS without a connection to the IoT Box (and thus FDM)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:92
|
||
msgid "Blacklisted modules: pos_discount, pos_reprint, pos_loyalty"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview.rst:5
|
||
msgid "Overview"
|
||
msgstr "Tổng quan"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:3
|
||
msgid "Self-signed certificate for ePOS printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:5
|
||
msgid ""
|
||
"ePos printers are designed specifically to work with your Point of Sale "
|
||
"system, which sends the tickets directly to the printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:8
|
||
msgid ""
|
||
"Some models don't require an IoT box, but the connection between your web "
|
||
"browser and the printer may require a :doc:`secure connection with the HTTPS"
|
||
" protocol <https>`. If so, a self-signed certificate is necessary to use "
|
||
"your printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:13
|
||
msgid ""
|
||
"Please check the following list of compatible `Epson ePOS printers "
|
||
"<https://c4b.epson-biz.com/modules/community/index.php?content_id=91>`_. "
|
||
"This list includes the following models:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:17
|
||
msgid "TM-H6000IV-DT (Receipt printer only)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:18
|
||
msgid "TM-T70II-DT"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:19
|
||
msgid "TM-T88V-DT"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:20
|
||
msgid "TM-L90-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:21
|
||
msgid "TM-T20II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:22
|
||
msgid "TM-T70-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:23
|
||
msgid "TM-T82II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:24
|
||
msgid "TM-T83II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:25
|
||
msgid "TM-T88V-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:26
|
||
msgid "TM-U220-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:27
|
||
msgid "TM-m10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:28
|
||
msgid "TM-m30"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:29
|
||
msgid "TM-P20 (Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:30
|
||
msgid "TM-P60II (Receipt: Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:31
|
||
msgid "TM-P60II (Peeler: Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:32
|
||
msgid "TM-P80 (Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:35
|
||
msgid "Generate a Self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:37
|
||
msgid ""
|
||
"Access your ePOS printer's settings with your web browser by navigating to "
|
||
"its IP address, for example, `http://192.168.1.25`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:41
|
||
msgid "The printer automatically prints the IP address during startup."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:42
|
||
msgid ""
|
||
"We recommend assigning a **fixed IP address** to the printer from the "
|
||
"network router."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:44
|
||
msgid ""
|
||
"Go to :menuselection:`Authentication --> Certificate List` and create a new "
|
||
"**Self-Signed Certificate**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:47
|
||
msgid ""
|
||
"**Common Name**: the IP address of the ePos Printer, for example, "
|
||
"`192.168.1.25`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:48
|
||
msgid "**Validity Period**: `10`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:50
|
||
msgid ""
|
||
"Create and reboot the printer, go to :menuselection:`Security --> SSL/TLS`, "
|
||
"and check if **Selfsigned Certificate** is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:54
|
||
msgid "Export the Self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:56
|
||
msgid ""
|
||
"To avoid having to accept the self-signed certificate several times, you can"
|
||
" export it and then import it to your web browser or mobile device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:59
|
||
msgid ""
|
||
"To do so, access your ePOS printer's settings with your web browser by "
|
||
"navigating to its IP address, for example, `https://192.168.1.25`. Then, "
|
||
"accept the self-signed certificate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:63
|
||
msgid "Note that the protocol is now **HTTPS**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:65
|
||
msgid ""
|
||
"Click on :menuselection:`Connection is not secure --> Certificate is not "
|
||
"valid`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rstNone
|
||
msgid ""
|
||
"The web browser indicates that the connection to the printer is not secure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:71
|
||
msgid ""
|
||
"Go to the :guilabel:`Details` tab and click on :guilabel:`Export` Select "
|
||
"X.509 in base 64 and save it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:74
|
||
msgid "Import the Self-signed certificate to Windows (Using Chrome)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:76
|
||
msgid ""
|
||
"In your Chrome browser, go to :menuselection:`Settings --> Privacy and "
|
||
"security --> Security --> Manage certificates`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:79
|
||
msgid ""
|
||
"Go to the :guilabel:`Authorities` tab and click on :guilabel:`Import` and "
|
||
"select your previous file. Accept all warnings and restart your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:83
|
||
msgid "Import the Self-signed certificate to your Android device"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/epos_ssc.rst:85
|
||
msgid ""
|
||
"On your Android device, open the settings and search for *certificate*. "
|
||
"Then, click on **Certificate AC** (Install from device storage), and select "
|
||
"the certificate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:3
|
||
msgid "Getting started"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:5
|
||
msgid ""
|
||
"**Point of Sale** is a fully integrated application that allows you to sell "
|
||
"products (online or offline) with any device. It also automatically "
|
||
"registers product moves in your stock, gives you real-time statistics, and "
|
||
"consolidations across all shops."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:13
|
||
msgid "Make products available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:15
|
||
msgid ""
|
||
"To make products available for sale, go to :menuselection:`Point of Sale -->"
|
||
" Products --> Products`, and select a product to open the product form. In "
|
||
"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone
|
||
msgid "Making a product available in your POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:24
|
||
msgid "Configure payment methods"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:26
|
||
msgid ""
|
||
"To add a payment method, you first need to create it. Go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
|
||
"Create`, and set a name. Check :guilabel:`Identify Customer` to allow this "
|
||
"payment method *exclusively* for registered customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:30
|
||
msgid ""
|
||
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
|
||
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
|
||
"payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone
|
||
msgid "Creating a new payment method for a POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:41
|
||
msgid ""
|
||
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
|
||
" Payment Terminal` field in which you can add your terminal's information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:43
|
||
msgid ""
|
||
"Credentials are mandatory to use a payment terminal. To learn how to "
|
||
"configure the different terminals, check out the following documentation "
|
||
"pages:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:46
|
||
msgid ":doc:`Adyen configuration <../payment/adyen>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:47
|
||
msgid ":doc:`Vantiv configuration <../payment/vantiv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:48
|
||
msgid ":doc:`Ingenico configuration <../payment/ingenico>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:49
|
||
msgid ":doc:`Six configuration <../payment/six>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:50
|
||
msgid ":doc:`Worldline configuration <../payment/worldline>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:52
|
||
msgid ""
|
||
"Once the payment method is created, you can select it in your POS settings. "
|
||
"To do so, go to :menuselection:`Point of Sale --> Configuration --> "
|
||
"Settings`. Select a POS for which you wish to make the payment method "
|
||
"available in the :guilabel:`Point of Sale` field, and add the payment "
|
||
"method(s) under the :guilabel:`Payment` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:58
|
||
msgid "POS sessions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:63
|
||
msgid "Start a session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:65
|
||
msgid ""
|
||
"From the **POS dashboard**, click :guilabel:`New Session` and at the "
|
||
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
|
||
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
|
||
" already opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:70
|
||
msgid ""
|
||
"Multiple users can be connected to the same session at the same time. "
|
||
"However, the session can only be opened once on the same browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:73
|
||
msgid ""
|
||
"Click products to add them to the cart. To change the **quantity**, click "
|
||
":guilabel:`Qty` and enter the number of products using the keypad. To add a "
|
||
"**discount** or modify the product **price**, click respectively "
|
||
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:77
|
||
msgid ""
|
||
"Once an order is completed, proceed to checkout by clicking "
|
||
":guilabel:`Payment`. Select the **payment method**, enter the received "
|
||
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
|
||
"on to the next customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone
|
||
msgid "POS session interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:86
|
||
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:87
|
||
msgid ""
|
||
"**Cash** is selected by default if you enter the amount without choosing a "
|
||
"payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:91
|
||
msgid "Return and refund products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:93
|
||
msgid "To return and refund a product,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:95
|
||
msgid ":ref:`start a session <pos/start-session>` from the **POS dashboard**;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:96
|
||
msgid "click :guilabel:`Refund` and select the corresponding order;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:97
|
||
msgid "select the product and the quantity to refund using the keypad;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:98
|
||
msgid "click :guilabel:`Refund` to go back to the previous screen;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:99
|
||
msgid ""
|
||
"once the order is completed, click :guilabel:`Payment` to proceed to the "
|
||
"refund;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:100
|
||
msgid ""
|
||
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone
|
||
msgid "refund view from a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:107
|
||
msgid ""
|
||
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
|
||
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:109
|
||
msgid ""
|
||
"You can also refund a product by selecting the returned product from an open"
|
||
" session, and setting a negative quantity that equals the number of returned"
|
||
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
|
||
"the quantity of returned products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:114
|
||
msgid "Close the POS session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:116
|
||
msgid ""
|
||
"To close your session, click :guilabel:`Close` in the upper right corner of "
|
||
"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. "
|
||
"From this screen, you can retrieve various information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:120
|
||
msgid ""
|
||
"the number of orders made and the total amount made during the session;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:121
|
||
msgid "the expected amounts grouped by payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:123
|
||
msgid ""
|
||
"Before closing this window, count your cash using the calculator icon. Doing"
|
||
" so opens a pop-up window that computes the total amount in the cash drawer "
|
||
"depending on the coins and bills counted and added manually. Then, click "
|
||
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
|
||
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
|
||
"Details` are specified in the **Notes** section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rstNone
|
||
msgid "How to close a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:133
|
||
msgid ""
|
||
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
|
||
"to close and go back to the **POS dashboard**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:137
|
||
msgid ""
|
||
"You can let the session open by clicking :guilabel:`Backend` or abort and "
|
||
"keep selling by clicking :guilabel:`Discard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:139
|
||
msgid ""
|
||
"Depending on your setup, you might only be allowed to close a session if the"
|
||
" expected cash revenue equals the counted cash. To close it anyway, click "
|
||
":guilabel:`Ok` at the :guilabel:`Payments Difference` screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:144
|
||
msgid ""
|
||
"It is strongly advised to close your POS session at the end of each day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:145
|
||
msgid ""
|
||
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
|
||
"--> Orders --> Sessions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:149
|
||
msgid "View statistics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:151
|
||
msgid ""
|
||
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
|
||
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
|
||
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/getting_started.rst:155
|
||
msgid ""
|
||
"These statistics are available in a graph or pivot view that you can filter "
|
||
"or group depending on your needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:3
|
||
msgid "Secure connection (HTTPS)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:5
|
||
msgid ""
|
||
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
|
||
"if you use an ePos printer), HTTP becomes the default protocol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:9
|
||
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:11
|
||
msgid ""
|
||
"Add a new **key** in the **System Parameters** to force your Point of Sale "
|
||
"to use a secure connection with the HTTPS protocol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:14
|
||
msgid ""
|
||
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
|
||
":menuselection:`Settings --> Technical --> Parameters --> System "
|
||
"Parameters`, then create a new parameter, add the following values and click"
|
||
" on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:18
|
||
msgid "**Key**: `point_of_sale.enforce_https`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:19
|
||
msgid "**Value**: `True`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/https.rst:22
|
||
msgid ":doc:`epos_ssc`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:3
|
||
msgid "Register customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:5
|
||
msgid ""
|
||
"Registering your customers will give you the ability to grant them various "
|
||
"privileges such as discounts, loyalty program, specific communication. It "
|
||
"will also be required if they want an invoice and registering them will make"
|
||
" any future interaction with them faster."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:11
|
||
msgid "Create a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:13
|
||
msgid "From your session interface, use the customer button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:18
|
||
msgid "Create a new one by using this button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:23
|
||
msgid ""
|
||
"You will be invited to fill out the customer form with their information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/overview/register.rst:29
|
||
msgid ""
|
||
"Use the save button when you are done. You can then select that customer in "
|
||
"any future transactions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment.rst:5
|
||
msgid "Payment Terminals"
|
||
msgstr "Các thiết bị thanh toán"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:3
|
||
msgid "Adyen"
|
||
msgstr "Adyen"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:5
|
||
msgid ""
|
||
"Connecting an **Adyen payment terminal** allows you to offer a fluid payment"
|
||
" flow to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:11
|
||
msgid ""
|
||
"Start by creating your Adyen account on `Adyen's website "
|
||
"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
|
||
"described on your terminal's screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:15
|
||
msgid ""
|
||
"`Adyen Docs - Payment terminal quickstart guides "
|
||
"<https://docs.adyen.com/point-of-sale/user-manuals>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:19
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:36
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:15
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:65
|
||
msgid "Configure the payment method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:21
|
||
msgid ""
|
||
"First, go to :menuselection:`Point of Sale --> Configuration --> Settings "
|
||
"--> Payment Terminals`, and enable :guilabel:`Adyen`. Then, go to "
|
||
":menuselection:`Configuration --> Payment Methods` and create a new payment "
|
||
"method. Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:27
|
||
msgid ""
|
||
"The selected journal **must** be a bank journal for the :guilabel:`Use a "
|
||
"payment terminal` field to appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:30
|
||
msgid ""
|
||
"Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an"
|
||
" :guilabel:`Adyen Terminal Identifier`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:34
|
||
msgid "Generate an Adyen API key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:36
|
||
msgid ""
|
||
"The **Adyen API key** is a key used to authenticate your requests. To "
|
||
"generate an API key, go to your **Adyen account**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:39
|
||
msgid ""
|
||
"Then, go to :menuselection:`Developers --> API credentials`. Create a new "
|
||
"credential or click on an existing one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:42
|
||
msgid ""
|
||
"Click on :guilabel:`Generate an API key` and copy-paste that key onto the "
|
||
"Odoo mandatory field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:45
|
||
msgid ""
|
||
"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
|
||
"resources/api-credentials#generate-api-key>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:49
|
||
msgid "Locate the Adyen terminal identifier"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:51
|
||
msgid ""
|
||
"The **Adyen Terminal Identifier** is your terminal's serial number, which is"
|
||
" used to identify the hardware."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:54
|
||
msgid ""
|
||
"To find this number, go to your **Adyen account**. Then, go to "
|
||
":menuselection:`Point of Sale --> Terminals`, select the terminal to link, "
|
||
"and copy-paste its serial number onto the Odoo mandatory field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:59
|
||
msgid "Set the Event URLs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:61
|
||
msgid ""
|
||
"For Odoo to know when a payment is made, you must set the terminal **Event "
|
||
"URLs**. To do so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:63
|
||
msgid "log in to `Adyen's website <https://www.adyen.com/>`_;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:64
|
||
msgid ""
|
||
"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
|
||
" select the connected terminal;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:66
|
||
msgid "from the terminal settings, click :guilabel:`Integrations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:67
|
||
msgid ""
|
||
"set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
|
||
":guilabel:`Decrypted`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:68
|
||
msgid ""
|
||
"click the **pencil icon** button and enter your server address, followed by "
|
||
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:70
|
||
msgid ""
|
||
"click :guilabel:`Save` at the bottom of the screen to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:73
|
||
msgid "Add a new payment method"
|
||
msgstr "Chọn phương thức thanh toán"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:75
|
||
msgid ""
|
||
"To add a new **payment method** to a point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, "
|
||
"select the POS and go to :menuselection:`Payments --> Payment Methods`, and "
|
||
"add your new method for Adyen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:80
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:53
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:86
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:88
|
||
msgid "Pay with a payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:82
|
||
msgid ""
|
||
"When processing a payment, select :guilabel:`Adyen` as the payment method. "
|
||
"Check the amount and click on :guilabel:`Send`. Once the payment is "
|
||
"successful, the status changes to :guilabel:`Payment Successful`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0
|
||
msgid ""
|
||
"In case of connexion issues between Odoo and the payment terminal, force the"
|
||
" payment by clicking on :guilabel:`Force Done`, which allows you to validate"
|
||
" the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:0
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0
|
||
msgid ""
|
||
"This option is only available after receiving an error message informing you"
|
||
" that the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/adyen.rst:91
|
||
msgid "To cancel the payment request, click on :guilabel:`cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:3
|
||
msgid "Ingenico"
|
||
msgstr "Ingenico"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:5
|
||
msgid ""
|
||
"Connecting a payment terminal allows you to offer a fluid payment flow to "
|
||
"your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:8
|
||
msgid ""
|
||
"Please note that Ingenico is currently only available for customers in the "
|
||
"Benelux."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:15
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:15
|
||
msgid "Connect an IoT Box"
|
||
msgstr "Kết nối IoT Box"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:17
|
||
msgid ""
|
||
"Connecting an Ingenico Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect an IoT Box to your "
|
||
"database, please refer to the :doc:`IoT documentation "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:22
|
||
msgid "Configure the Lane/5000 for Ingenico BENELUX"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:24
|
||
msgid ""
|
||
"Click on the F button of the terminal, then go in the :menuselection:`PoS "
|
||
"Menu --> Settings` and enter the settings password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:27
|
||
msgid ""
|
||
"Now, click on connection change and TCP/IP. Type the IP of your *IoT Box* "
|
||
"(you can find it on the form view of your IoT Box). Then, enter 9000 as "
|
||
"port. The terminal will restart. Once it is done, go on your *IoT Box* form "
|
||
"in Odoo and verify that the terminal has been found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:38
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Ingenico "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:44
|
||
msgid ""
|
||
"Go back in :menuselection:`Point of Sale --> Configuration --> Point of "
|
||
"Sale`, go in the payments section and access your payment methods. Create a "
|
||
"new payment method for Ingenico, select the payment terminal option "
|
||
"Ingenico, and select your payment terminal device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:55
|
||
msgid ""
|
||
"In your *PoS interface*, when processing a payment, select a *Payment "
|
||
"Method* using a payment terminal. Check that the amount in the tendered "
|
||
"column is the one that has to be sent to the payment terminal and click on "
|
||
"*Send*. When the payment is successful, the status will change to *Payment "
|
||
"Successful*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:64
|
||
msgid ""
|
||
"If you want to cancel the payment request, click on cancel. You can still "
|
||
"retry to send the payment request."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:67
|
||
msgid ""
|
||
"If there is any issue with the payment terminal, you can still force the "
|
||
"payment using the *Force Done*. This will allow you to validate the order in"
|
||
" Odoo even if the connection between the terminal and Odoo has issues."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:73
|
||
msgid ""
|
||
"This option will only be available if you received an error message telling "
|
||
"you the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/ingenico.rst:76
|
||
msgid ""
|
||
"Once your payment is processed, on the payment record, you’ll find the type "
|
||
"of card that has been used and the transaction ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:3
|
||
msgid "SIX"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:5
|
||
msgid ""
|
||
"Connecting a SIX payment terminal allows you to offer a fluid payment flow "
|
||
"to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:9
|
||
msgid ""
|
||
"Starting in July 2022, it will **not** be possible anymore to connect and "
|
||
"use a Six payment terminal in PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:11
|
||
msgid ""
|
||
"Even though Worldline has recently acquired SIX Payment Services and both "
|
||
"companies use Yomani payment terminals, the firmware they run is different. "
|
||
"Terminals received from Worldline are therefore not compatible with this "
|
||
"integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:19
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:16
|
||
msgid "Configure the Payment Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:21
|
||
msgid ""
|
||
"First, make sure that the :guilabel:`POS Six` module is installed. For this,"
|
||
" go to :guilabel:`Apps`, remove the :guilabel:`Apps` filter, and search for "
|
||
"*POS Six*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rstNone
|
||
msgid "The POS Six module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:28
|
||
msgid ""
|
||
"Back in :menuselection:`Point of Sale --> Configuration --> Payment "
|
||
"Methods`, click :guilabel:`Create` to create a new payment method for SIX, "
|
||
"select the payment terminal option :guilabel:`SIX`, and enter the payment "
|
||
"terminal IP address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rstNone
|
||
msgid "Create a new payment method for the SIX payment terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:37
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:40
|
||
msgid "Pay with a Payment Terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:39
|
||
msgid ""
|
||
"In the :abbr:`PoS (Point of Sale)` interface, at the moment of the payment, "
|
||
"select a payment method using a payment terminal. Verify that the amount in "
|
||
"the tendered column is the one that has to be sent to the payment terminal "
|
||
"and click on :guilabel:`Send`. To cancel the payment request, click on "
|
||
":guilabel:`Cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rstNone
|
||
msgid "The PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:48
|
||
msgid ""
|
||
"When the payment is done, the status will change to :guilabel:`Payment "
|
||
"Successful`. If needed, reverse the last transaction by clicking on "
|
||
":guilabel:`Reverse`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rstNone
|
||
msgid "The Reverse button on the PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/six.rst:55
|
||
msgid ""
|
||
"If there is any issue with the payment terminal, you can still force the "
|
||
"payment using the :guilabel:`Force Done` button. This will allow you to "
|
||
"validate the order in Odoo even if there are connection issues between the "
|
||
"payment terminal and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:3
|
||
msgid "Stripe"
|
||
msgstr "Stripe"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:9
|
||
msgid ""
|
||
":doc:`Use Stripe as payment provider. "
|
||
"<../../../finance/payment_providers/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:17
|
||
msgid ""
|
||
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
|
||
":guilabel:`Stripe`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:20
|
||
msgid "Then, create the payment method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
|
||
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
|
||
"your payment method's name;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:24
|
||
msgid ""
|
||
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
|
||
" a Payment Terminal` field as :guilabel:`Stripe`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:26
|
||
msgid ""
|
||
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
|
||
"Number` field;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:27
|
||
msgid ""
|
||
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
|
||
"payment method.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone
|
||
msgid "payment method creation form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:34
|
||
msgid ""
|
||
"Click :guilabel:`Identify Customer` to allow this payment method "
|
||
"**exclusively** for identified customers. For any unidentified customers to "
|
||
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
|
||
"unchecked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:37
|
||
msgid ""
|
||
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
|
||
" can stay empty to use the default accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:39
|
||
msgid ""
|
||
"Find your payment terminal serial number under the device or on `Stripe's "
|
||
"dashboard <https://dashboard.stripe.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:43
|
||
msgid "Connect Stripe to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:45
|
||
msgid ""
|
||
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
|
||
"configuration page. Fill in all the information to create your Stripe "
|
||
"account and link it with Odoo. Once the forms are completed, the API keys "
|
||
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
|
||
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
|
||
"Publishable keys`, click the keys to copy them, and paste them into the "
|
||
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rstNone
|
||
msgid "stripe connection form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:57
|
||
msgid ""
|
||
"When you use **Stripe** exclusively in Point of Sale, you only need the "
|
||
"**Secret Key** to use your terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:59
|
||
msgid ""
|
||
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
|
||
"set as :guilabel:`Disabled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:61
|
||
msgid ""
|
||
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
|
||
"does not work. To retrieve the API keys manually, log in to your `Stripe "
|
||
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
|
||
"and click :guilabel:`Developers > API`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:67
|
||
msgid "Configure the payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:69
|
||
msgid ""
|
||
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
|
||
"admin PIN code, validate and select your network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:73
|
||
msgid "The device must be connected to a secured WI-FI network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:74
|
||
msgid "Your Odoo database and payment terminal must share the same network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:75
|
||
msgid ""
|
||
"You must enter the admin PIN code to access your payment terminal settings. "
|
||
"By default, this code is `07139`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:79
|
||
msgid "Link the payment method to a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:81
|
||
msgid ""
|
||
"To add a **payment method** to your point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
|
||
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
|
||
"method for **Stripe** in the :guilabel:`Payment Methods` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:88
|
||
msgid ""
|
||
"When processing a payment, select :guilabel:`Stripe` as the payment method. "
|
||
"Check the amount and click :guilabel:`Send`. Once the payment is successful,"
|
||
" the status changes to :guilabel:`Payment Successful`. To cancel the payment"
|
||
" request, click :guilabel:`cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:0
|
||
msgid ""
|
||
"In case of connection issues between Odoo and the payment terminal, force "
|
||
"the payment by clicking on :guilabel:`Force Done`, which allows you to "
|
||
"validate the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:97
|
||
msgid "The terminal must have at least 10% battery level to use it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:98
|
||
msgid "The device does not work for payments under €0.50."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:101
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:104
|
||
msgid "Payment terminal unavailable in your Stripe account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:106
|
||
msgid ""
|
||
"If the payment terminal is unavailable in your Stripe account, you must add "
|
||
"it manually:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:108
|
||
msgid ""
|
||
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
|
||
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:110
|
||
msgid ""
|
||
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
|
||
"already created location;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:111
|
||
msgid ""
|
||
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
|
||
"in the required information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/stripe.rst:115
|
||
msgid ""
|
||
"You must provide a **registration code**. To retrieve that code, swipe right"
|
||
" on your device, enter the admin PIN code (by default: `07319`), validate, "
|
||
"and click :guilabel:`Generate a registration code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3
|
||
msgid "Vantiv"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:5
|
||
msgid ""
|
||
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
|
||
"flow to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:9
|
||
msgid ""
|
||
"Please note MercuryPay only operates with US and Canadian banks, making this"
|
||
" procedure only suitable for North American businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:18
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Vantiv "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:24
|
||
msgid ""
|
||
"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"go in the payments section and access your payment methods. Create a new "
|
||
"payment method for Vantiv, select the payment terminal option Vantiv, and "
|
||
"create new Vantiv credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:32
|
||
msgid ""
|
||
"To create new Vantiv credentials, fill in your merchant ID and password, "
|
||
"then save. Make sure the credentials you just created are selected, then "
|
||
"save the payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:42
|
||
msgid ""
|
||
"In your PoS interface, at the moment of the payment, select your Vantiv "
|
||
"payment method and… that’s all."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:3
|
||
msgid "Worldline"
|
||
msgstr "Worldline"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:9
|
||
msgid "Please note that Worldline is currently only available in Belgium."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:17
|
||
msgid ""
|
||
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect one to your database, "
|
||
"please refer to the :doc:`IoT documentation "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:22
|
||
msgid "Configure the protocol"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:24
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
|
||
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
|
||
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
|
||
"Finally, press **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:31
|
||
msgid "Here are some useful :ref:`tips <worldline/yomani-info>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:34
|
||
msgid "Set the IP address"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:36
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
|
||
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
|
||
" (*TCP Configuration client* screen)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:41
|
||
msgid "Finally, set up the hostname and port number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:44
|
||
msgid "Hostname"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:47
|
||
msgid ""
|
||
"To set up the hostname, enter your IoT box's IP address' sequence numbers "
|
||
"and press **OK** at each \".\" until you reach the colon symbol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:48
|
||
msgid "Then, press **OK** twice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:0
|
||
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:0
|
||
msgid ""
|
||
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
|
||
"19 --> OK --> 4 --> OK --> OK`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:56
|
||
msgid ""
|
||
"Your IoT box's IP address is available in your IoT Box application's "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:59
|
||
msgid "Port number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:61
|
||
msgid ""
|
||
"On the *Port number* screen, enter **\"9001\"** and click on "
|
||
":menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> OK`. Click "
|
||
"on **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:67
|
||
msgid ""
|
||
"From the Point of Sale application, go to :menuselection:`Configuration --> "
|
||
"Settings --> Payment terminals` and activate the *Worldline* payment "
|
||
"terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:73
|
||
msgid ""
|
||
"Then, go to :menuselection:`Configuration --> Payment methods` and create a "
|
||
"new payment method for *Worldline*. Select the payment terminal *Worldline* "
|
||
"and your payment terminal device on your *Payment Method form*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:80
|
||
msgid "Technician password: `1235789`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:81
|
||
msgid ""
|
||
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
|
||
"\"merchant\". Your call is automatically transferred to the desired service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:83
|
||
msgid ""
|
||
"Configure the cashier terminal if you have both a customer and a cashier "
|
||
"terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:84
|
||
msgid ""
|
||
"To avoid blocking the terminal, check the initial configuration beforehand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:85
|
||
msgid ""
|
||
"Set a fixed IP to your IoT Box’s router to prevent losing the connexion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:90
|
||
msgid ""
|
||
"When processing a payment, select *Worldline* as payment method. Check the "
|
||
"amount and click on *Send*. Once the payment is successful, the status "
|
||
"changes to *Payment Successful*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:93
|
||
msgid ""
|
||
"Once your payment is processed, the type of card used and the transaction ID"
|
||
" appear on the payment record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:100
|
||
msgid ""
|
||
"In case of connexion issues between Odoo and the payment terminal, force the"
|
||
" payment by clicking on *Force Done*, which allows you to validate the "
|
||
"order. This option is only available after receiving an error message "
|
||
"informing you that the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment/worldline.rst:104
|
||
msgid "To cancel the payment request, click on **cancel**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
|
||
msgid "Restaurant Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
|
||
msgid "Print the Bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
|
||
msgid ""
|
||
"Use the *Bill Printing* feature to print the bill before the payment. This "
|
||
"is useful if the bill is still subject to evolve and is thus not the "
|
||
"definitive ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
|
||
msgid "Configure Bill Printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
|
||
msgid ""
|
||
"To activate *Bill Printing*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:15
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find *Bill Printing* option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:22
|
||
msgid "Split a Bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:24
|
||
msgid "On your PoS interface, you now have a *Bill* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:29
|
||
msgid "When you use it, you can then print the bill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:3
|
||
msgid "Using fiscal positions in PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:5
|
||
msgid ""
|
||
"In Odoo, *Fiscal Positions* let you apply different taxes based on the "
|
||
"customer location. In a *Point of Sale*, such as a restaurant, it can be "
|
||
"used to apply different taxes depending if the customer eats in or takes "
|
||
"away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:11
|
||
msgid "Set up fiscal positions for PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:13
|
||
msgid ""
|
||
"To enable this feature, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of Sale` and check *Fiscal Position per Order*. Now,"
|
||
" you can choose the fiscal positions you want for your *PoS*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:21
|
||
msgid "You need to create your fiscal positions before using this feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:24
|
||
msgid "Using fiscal positions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:26
|
||
msgid ""
|
||
"Once on your *PoS* interface, click on the *Tax* button. Now, choose the "
|
||
"fiscal position you need for the current order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:33
|
||
msgid "Set up a default fiscal position"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:35
|
||
msgid ""
|
||
"If you want to use a default fiscal position, meaning that a preexisting "
|
||
"value is always automatically assigned, go to :menuselection:`Point of Sale "
|
||
"--> Configuration --> Point of Sale` and enable *Fiscal Position*. Now, "
|
||
"choose one to set as the default one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/fiscal_position.rst:43
|
||
msgid ""
|
||
"Now, the *tax* button is replaced by a *on site* button when on the *PoS* "
|
||
"interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
|
||
msgid "Print orders at the kitchen or bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
|
||
msgid ""
|
||
"To ease the workflow between the front of house and the back of the house, "
|
||
"printing the orders taken on the PoS interface right in the kitchen or bar "
|
||
"can be a tremendous help."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
|
||
msgid "Activate the bar/kitchen printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:12
|
||
msgid ""
|
||
"To activate the *Order printing* feature, go to :menuselection:`Point of "
|
||
"Sales --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:16
|
||
msgid ""
|
||
"Under the IoT Box / Hardware Proxy category, you will find *Order Printers*."
|
||
" Note that you need an IoT Box to connect your Printer to the PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:20
|
||
msgid "Add a printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
|
||
msgid ""
|
||
"In your configuration menu you will now have a *Order Printers* option where"
|
||
" you can add the printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:29
|
||
msgid "Print a kitchen/bar order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
|
||
msgid "Select or create a printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
|
||
msgid "Print the order in the kitchen/bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
|
||
msgid "On your PoS interface, you now have a *Order* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
|
||
msgid ""
|
||
"When you press it, it will print the order on your kitchen/bar printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:3
|
||
msgid "Manage your tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:5
|
||
msgid ""
|
||
"Restaurants have specific needs that shops don’t have. That’s why Odoo gives"
|
||
" restaurant owners several unique features to help them manage their "
|
||
"business in the best possible way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:9
|
||
msgid ""
|
||
"Floor and table management, bill splitting, or even the possibility to print"
|
||
" orders from the kitchen, everything is there to help your business shine "
|
||
"and your employees to work efficiently."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:16
|
||
msgid ""
|
||
"To activate the bar/restaurant features, go to :menuselection:`Point of Sale"
|
||
" --> Configuration --> Point of Sale` and open your PoS. Now, select *Is a "
|
||
"Bar/Restaurant*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid "Restaurant set up. Enabling the is a bar/Restaurant feature on a PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:24
|
||
msgid ""
|
||
"New features are shown with a fork and a knife next to it, indicating that "
|
||
"they are restaurant-specific."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid "Several restaurant features. Bill printing, bill splitting and tips"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:32
|
||
msgid "Add a floor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:34
|
||
msgid ""
|
||
"Once your *Point of Sale* has been configured, select *Table Management* "
|
||
"under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. "
|
||
"Then, click on *Floors* to create and name your floor and tables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid ""
|
||
"View of the table management feature. Way to manage and create floors for a "
|
||
"pos"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid ""
|
||
"Backend view of a restaurant floor. Table name and number of sits for each "
|
||
"table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:47
|
||
msgid "Don’t forget to link your floor to your point of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:50
|
||
msgid "Add tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:52
|
||
msgid ""
|
||
"To add tables, you can also open your PoS interface to see your floor(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid "View of the floors menu to manage several floors at the same time"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:59
|
||
msgid ""
|
||
"Then, click on *Edit Mode* (pencil icon on the upper right corner) to be "
|
||
"allowed to create, move, modify tables, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid ""
|
||
"View of the floor management. Add tables, the number of sits, their name and"
|
||
" their shape"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:67
|
||
msgid ""
|
||
"To make your table easier to be found, you can rename them, change their "
|
||
"shape, size or even color. It is also possible to add the maximum number of "
|
||
"sits the table can have."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:72
|
||
msgid "Register your table(s) orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:74
|
||
msgid ""
|
||
"To register an order, click on the respective table. By doing so, you are "
|
||
"taken to your main interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid "View of the pos interface to register orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:82
|
||
msgid "Transfer customer(s)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:84
|
||
msgid ""
|
||
"If your customers want to move to another table after they already ordered, "
|
||
"use the transfer button. This way, the order is also moved to the new table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:88
|
||
msgid "To do so, select the table your customer is currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid "View of the restaurant tables, one having a pending order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:94
|
||
msgid ""
|
||
"Now, click on the transfer button and select the table to which you are "
|
||
"transferring your customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid ""
|
||
"View of the pos interface and transfer button. How to transfer customers from one table\n"
|
||
"to another"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:103
|
||
msgid "Register an additional order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:105
|
||
msgid ""
|
||
"When registering an order, use the + button to simultaneously proceed to "
|
||
"another one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:108
|
||
msgid ""
|
||
"Then, you can shift between your orders and process the payment when needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rstNone
|
||
msgid "View of the - button, allowing employees to close/remove an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/restaurant.rst:116
|
||
msgid "The - button allows you to remove the order you are currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:3
|
||
msgid "Offer a bill-splitting option"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:5
|
||
msgid ""
|
||
"Offering an easy bill splitting solution to your customers will leave them "
|
||
"with a positive experience. That's why this feature is available out-of-the-"
|
||
"box in the Odoo Point of Sale application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:12
|
||
msgid ""
|
||
"To activate the *Bill Splitting* feature, go to :menuselection:`Point of "
|
||
"Sales --> Configuration --> Point of sale` and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:16
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find the Bill Splitting "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:23
|
||
msgid "Split a bill"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:25
|
||
msgid "In your PoS interface, you now have a *Split* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/split.rst:30
|
||
msgid ""
|
||
"When you use it, you will be able to select what that guest should had and "
|
||
"process the payment, repeating the process for each guest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
|
||
msgid "Tips"
|
||
msgstr "Tiền tip"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
|
||
msgid ""
|
||
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
|
||
":doc:`shops <../overview/getting_started>`, :doc:`bars <../restaurant>`, or "
|
||
":doc:`restaurants <../restaurant>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
|
||
msgid ""
|
||
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
|
||
" the page, select the POS in which you wish to allow **tipping**, scroll "
|
||
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
|
||
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
|
||
" The designated product will be used as a reference on customers' receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rstNone
|
||
msgid "enable tips in a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:26
|
||
msgid "Tip products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:28
|
||
msgid ""
|
||
"**Tip products** can be created on the spot. To do so, enter a product's "
|
||
"name in the :ref:`Tip Product <configuration>` field and click "
|
||
":guilabel:`Create` or press **enter**. The product is automatically "
|
||
"configured to be used as a tip at the payment screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:32
|
||
msgid ""
|
||
"However, if you wish to be able to select the tip product in a POS session, "
|
||
"you must activate the **Available in POS** setting. To do so, click "
|
||
":guilabel:`Create and edit...` to open the product configuration form. Then,"
|
||
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
|
||
"checkbox, and click :guilabel:`Save & Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:38
|
||
msgid ""
|
||
"When you create a product to use as a tip, leave the **product type** as "
|
||
":guilabel:`Consumable` to avoid unnecessary inventory movements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:40
|
||
msgid ""
|
||
"You can only select one tip product per POS, but you can choose a different "
|
||
"one for each."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:43
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:75
|
||
msgid "Tip using an Adyen terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:45
|
||
msgid ""
|
||
"If you use an :doc:`Adyen <../payment/adyen>` payment terminal and wish to "
|
||
"enable **tips** using the terminal, check :guilabel:`Add tip through payment"
|
||
" terminal (Adyen)` below the :ref:`tip settings <configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:50
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:82
|
||
msgid "Tip after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:52
|
||
msgid ""
|
||
"If you use a POS system in a bar or a restaurant, you can enable "
|
||
":guilabel:`Add tip after payment (North America specific)`. Doing so "
|
||
"generates a bill to print and complete manually by the customer and the "
|
||
"waiter. That bill indicates the tip value the customer chooses to give after"
|
||
" the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:57
|
||
msgid ""
|
||
"To use this feature, the selected payment method must have a bank journal "
|
||
"attributed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:60
|
||
msgid "Add tips"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:62
|
||
msgid ""
|
||
"To add tips to an order, :doc:`access the payment screen "
|
||
"<../overview/getting_started>` and click :guilabel:`♥ Tip`. Then, enter the "
|
||
"tipping amount, click :guilabel:`Confirm` to validate, and process the "
|
||
"payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rstNone
|
||
msgid "tip popup window"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:70
|
||
msgid ""
|
||
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
|
||
"POS interface to add it to the cart. When selected, the product is "
|
||
"automatically set as a tip, and its default value equals its **Sales "
|
||
"Price**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:77
|
||
msgid ""
|
||
"During checkout, select **Adyen** as the payment terminal, and send the "
|
||
"payment request to the device by clicking :guilabel:`Send`. The customers "
|
||
"are asked to enter the desired tipping amount on the terminal's screen "
|
||
"before proceeding to the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:84
|
||
msgid ""
|
||
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
|
||
"Doing so generates a bill to complete by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rstNone
|
||
msgid "tipping bill after payment to complete by customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:91
|
||
msgid ""
|
||
"On the following screen, click the percentage (:guilabel:`15%`, "
|
||
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
|
||
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
|
||
" the following order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rstNone
|
||
msgid "screen to select a tip amount to collect after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop.rst:5
|
||
msgid "Shop Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
|
||
msgid "Barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
|
||
msgid ""
|
||
"Using a barcode scanner to process point-of-sale orders improves your "
|
||
"efficiency in providing quicker customer service. Barcode scanners can be "
|
||
"used both to scan products or to log employees into a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
|
||
msgid ""
|
||
"To use a barcode scanner, you must enable the feature in the Inventory app. "
|
||
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
|
||
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rstNone
|
||
msgid "barcode setting in the Inventory application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
|
||
msgid ""
|
||
":doc:`Set up a barcode "
|
||
"scanner<../../../inventory_and_mrp/inventory/barcode/setup/hardware>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
|
||
msgid ""
|
||
":doc:`Activate barcode "
|
||
"scanners<../../../inventory_and_mrp/inventory/barcode/setup/software>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
|
||
msgid ""
|
||
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
|
||
" Sale** with products that have a barcode number assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
|
||
msgid "Assign barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
|
||
msgid "To your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
|
||
msgid ""
|
||
"To use this feature in POS, your products must have barcodes assigned. To do"
|
||
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
|
||
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
|
||
"in the :guilabel:`General Information` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
|
||
msgid "To your employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
|
||
msgid ""
|
||
"To add an identification number to an employee, go to the **Employees** app "
|
||
"and open an **employee form**. Choose an identification number for your "
|
||
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
|
||
"Settings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
|
||
msgid "Use barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
|
||
msgid "Scan products"
|
||
msgstr "Quét sản phẩm"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
|
||
msgid ""
|
||
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
|
||
"to the cart. To change the quantity, scan a product as many times as needed,"
|
||
" or click :guilabel:`Qty` and enter the number of products using the keypad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
|
||
msgid ""
|
||
"You can also enter the barcode number manually in the search bar to look for"
|
||
" the product. Then, click it to add it to the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
|
||
msgid ":doc:`Get started <../overview/getting_started>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:61
|
||
msgid "Log employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:63
|
||
msgid ""
|
||
"You can also use a barcode scanner to log your employees. To do so, "
|
||
":ref:`restrict access <restrict-employee-pos>` to the POS and :ref:`use "
|
||
"barcodes to log your employees in <employee-barcode>` your POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:3
|
||
msgid "Cash Rounding"
|
||
msgstr "Làm tròn tiền"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:5
|
||
msgid ""
|
||
"**Cash rounding** is required when the lowest physical denomination of "
|
||
"currency, or the smallest coin, is higher than the minimum unit of account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:9
|
||
msgid ""
|
||
"For example, some countries require their companies to round up or down the "
|
||
"total amount of an invoice to the nearest five cents, when the payment is "
|
||
"made in cash."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:13
|
||
msgid ""
|
||
"Each point of sale in Odoo can be configured to apply cash rounding to the "
|
||
"totals of its bills or receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:19
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
|
||
"enable *Cash Rounding*, then click on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:25
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"open the point of sale you want to configure, and enable the *Cash Rounding*"
|
||
" option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:29
|
||
msgid ""
|
||
"To define the **Rounding Method**, open the drop-down list and click on "
|
||
"*Create and Edit...*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:32
|
||
msgid ""
|
||
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
|
||
" then save both the Rounding Method and your Point of Sale settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:39
|
||
msgid ""
|
||
"All total amounts of this point of sale now add a line to apply the rounding"
|
||
" according to your settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/cash_rounding.rst:46
|
||
msgid ""
|
||
"Odoo Point of Sale only support the *Add a rounding line* rounding "
|
||
"strategies and *Half-up* rounding methods."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3
|
||
msgid "Invoice issuance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5
|
||
msgid ""
|
||
"In Point of Sale, you can issue and print invoices upon payment at the cash "
|
||
"register or retrieve all the past invoiced orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9
|
||
msgid "Set a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11
|
||
msgid ""
|
||
"First, you need to open a session and set your customer. Open the **POS "
|
||
"interface** by going to :menuselection:`Point of Sale --> New session --> "
|
||
"Open session`. Then, click :guilabel:`Customer` to access the list of "
|
||
"**customers**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone
|
||
msgid "customer selection and creation button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:19
|
||
msgid ""
|
||
"From there, you can either set an existing customer by clicking their name "
|
||
"or create a new one by clicking :guilabel:`Create`. Doing so opens a "
|
||
"customer creation form to fill in with their information. Click "
|
||
":guilabel:`Save` to validate and set this new customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:24
|
||
msgid ""
|
||
"You can also **edit** a customer's information by clicking "
|
||
":guilabel:`Details`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25
|
||
msgid ""
|
||
"If you did not set your customer during the order, you can do so at the "
|
||
"payment screen by clicking :guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:29
|
||
msgid "Invoice a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:31
|
||
msgid ""
|
||
"Once an order is done, click :guilabel:`Payment` to move to the **payment "
|
||
"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable"
|
||
" issuing and printing invoices upon payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone
|
||
msgid "button to generate an invoice in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:39
|
||
msgid ""
|
||
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
|
||
" automatically issued and ready to be downloaded and/or printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43
|
||
msgid ":doc:`../overview/getting_started`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:46
|
||
msgid "Retrieve invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:48
|
||
msgid "To retrieve invoices from the **POS dashboard**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:50
|
||
msgid ""
|
||
"access all orders made through your POS by going to :menuselection:`Point of"
|
||
" Sale --> Orders --> Orders`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52
|
||
msgid ""
|
||
"to access an order's invoice, open the **order form** by selecting the "
|
||
"order, then click :guilabel:`Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rstNone
|
||
msgid "invoice smart button from an order form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:60
|
||
msgid ""
|
||
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
|
||
"the :guilabel:`Status` column;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/invoice.rst:62
|
||
msgid ""
|
||
"You can filter the list of orders to invoiced orders by clicking "
|
||
":guilabel:`Filters` and :guilabel:`Invoiced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:3
|
||
msgid "Log in with employee"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:5
|
||
msgid ""
|
||
"With Odoo *Point of Sale*, you can manage multiple cashiers. This feature "
|
||
"allows you to keep track of who is working, when and how much each cashier "
|
||
"made for that session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:9
|
||
msgid ""
|
||
"There are three ways to switch cashiers in Odoo: by *selecting the cashier*,"
|
||
" by *entering a PIN code* or by *scanning a barcode*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:13
|
||
msgid ""
|
||
"To manage multiple cashiers, you need several employees (at least two)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:18
|
||
msgid "Set up log in with employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:20
|
||
msgid ""
|
||
"To enable the feature, go to your *PoS settings* and check log in with "
|
||
"employees on your *PoS form*. Then, add the employees that have access to "
|
||
"the cash register."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:27
|
||
msgid "Now, you can switch cashier easily."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:30
|
||
msgid "Switch without pin codes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:32
|
||
msgid ""
|
||
"The easiest way to switch cashiers is without a code. To do so, click on the"
|
||
" cashier name in your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:38
|
||
msgid "Now, you just have to click on your name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:46
|
||
msgid "Switch cashier with pin codes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:48
|
||
msgid ""
|
||
"You can set a pin code on each cashier. To set up a pin code, go to the "
|
||
"employee form and add a security PIN, in the *HR settings tab*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:54
|
||
msgid "Now, when switching cashier, a PIN password will be asked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:62
|
||
msgid "Switch cashier with barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:64
|
||
msgid ""
|
||
"You can ask your employees to log themselves with their badges. To do so, "
|
||
"set up a barcode at the same place you add the PIN code. Print the badge and"
|
||
" when they will scan it, the cashier will be switched to that employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:73
|
||
msgid "Find who was the cashier"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:75
|
||
msgid ""
|
||
"Once you have closed your *PoS session*, you can have an overview of the "
|
||
"amount each cashier sold for. To do so, go to the orders menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/multicashiers.rst:81
|
||
msgid "Now, you can open the order and have a summary of the sold products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:3
|
||
msgid "Reprint Receipts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:5
|
||
msgid ""
|
||
"Use the *Reprint receipt* feature if you have the need to reprint a ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:10
|
||
msgid ""
|
||
"To activate *Reprint Receipt*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Point of sale`. and select your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:13
|
||
msgid ""
|
||
"Under the Bills & Receipts category, you will find *Reprint Receipt* option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:17
|
||
msgid ""
|
||
"In order to allow the option reprint receipt, you need to activate the "
|
||
"receipt printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:23
|
||
msgid "Reprint a receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:25
|
||
msgid "On your PoS interface, you now have a *Reprint receipt* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/reprint.rst:30
|
||
msgid "When you use it, you can then reprint your last receipt."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
|
||
msgid "Sales orders in PoS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
|
||
msgid ""
|
||
"When working in retail, you might need to order products directly from your "
|
||
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
|
||
" Sales, meaning that you can create a sales order and pay for it directly "
|
||
"from your point of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
|
||
msgid "Select a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
|
||
msgid ""
|
||
"From the **Point of Sale** application, open a new session. Then, click on "
|
||
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
|
||
"sales orders created on the sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rstNone
|
||
msgid "Quotations and sales order button on the Point of Sale interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
|
||
msgid ""
|
||
"To ease finding the right sales order, you can filter that list on the "
|
||
"**customer** or on the **order reference**. You can also set the customer "
|
||
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
|
||
"particular customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
|
||
msgid "Apply a down payment or settle the order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
|
||
msgid "From the list of sales order, select one to make a payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rstNone
|
||
msgid "list view of sales orders and quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
|
||
msgid "You can either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
|
||
msgid ""
|
||
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
|
||
"payment`, enter the percentage of down payment you want the customer to pay."
|
||
" Then, click on :guilabel:`ok` and proceed with the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
|
||
msgid ""
|
||
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
|
||
"pay for the total of the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
|
||
msgid ""
|
||
"Once you settle a sales order, the applied down payment is automatically "
|
||
"deducted from the total amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
|
||
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
|
||
msgid "Serial numbers and lots"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
|
||
msgid ""
|
||
"Working with **serial numbers** and **lots** allows tracking your products' "
|
||
"movements. When products are tracked, the system identifies their location "
|
||
"based on their last movement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
|
||
msgid ""
|
||
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
|
||
" Products`. Then, select a product and check the :guilabel:`Tracking By "
|
||
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
|
||
":guilabel:`Inventory` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rstNone
|
||
msgid "Enable traceability settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
|
||
msgid "Serial numbers and lots importation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
|
||
msgid ""
|
||
"You can import serial numbers in Point of Sale. To do so, select a **sales "
|
||
"order** or a **quotation** containing tracked products. Then, agree to load "
|
||
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rstNone
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rstNone
|
||
msgid "Pop-up window for serial number import"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
|
||
msgid ""
|
||
"The imported tracking numbers appear below the tracked products. You can "
|
||
"modify them by clicking on the list-view button next to the products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
|
||
msgid ":doc:`../shop/sales_order`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
|
||
msgid "Serial numbers and lots creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
|
||
msgid ""
|
||
"If a tracked product is available in your POS, adding the product to the "
|
||
"cart opens a pop-up window where you can type or scan the product's serial "
|
||
"or lot numbers. To add more than one of the same tracked products, click on "
|
||
"**enter** to validate and start a new line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rstNone
|
||
msgid "adding new serial and lots numbers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
|
||
msgid ""
|
||
"Changing a tracked product's quantity using the numpad turns the list-view "
|
||
"button red. Click on it to add the missing lot and serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
|
||
msgid ""
|
||
":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
|
||
"products but not mandatory. Meaning that not attributing some or any does "
|
||
"**not** prevent from completing the sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:3
|
||
msgid "Rental"
|
||
msgstr "Cho thuê"
|
||
|
||
#: ../../content/applications/sales/rental.rst:5
|
||
msgid "**Odoo Rental** is a comprehensive solution to manage your rentals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:7
|
||
msgid ""
|
||
"From a single view, you can send out quotations, confirm orders, schedule "
|
||
"rentals, register when products are picked up and returned, and invoice your"
|
||
" customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:11
|
||
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:12
|
||
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:17
|
||
msgid "Rental Pricing"
|
||
msgstr "Giá cho thuê"
|
||
|
||
#: ../../content/applications/sales/rental.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Rental --> Products`, select or create a product, and "
|
||
"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a"
|
||
" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a "
|
||
"*Duration*, and a *Price*. You can add as many price lines as necessary, "
|
||
"usually to give out discounts for longer rental durations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rstNone
|
||
msgid "Example of rental pricing configuration in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:32
|
||
msgid ""
|
||
"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*."
|
||
" You can also set a *Security Time*, expressed in hours, to make the product"
|
||
" temporarily unavailable between two rental orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:37
|
||
msgid ""
|
||
"If you want to rent a product created outside of the Rental app, do not "
|
||
"forget to tick *Can be Rented* under the product's name. By default, this "
|
||
"option is ticked when you create a product directly from the Rental app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:42
|
||
msgid "Computing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:44
|
||
msgid ""
|
||
"Odoo always uses two rules to compute the price of a product when you create"
|
||
" a rental order:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:46
|
||
msgid "Only one price line is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:47
|
||
msgid "The cheapest line is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:50
|
||
msgid "Consider the following rental pricing configuration for a product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:52
|
||
msgid "1 day: $100"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:53
|
||
msgid "3 days: $250"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:54
|
||
msgid "1 week: $500"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:56
|
||
msgid ""
|
||
"A customer wants to rent this product for eight days. What price will they "
|
||
"pay?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:58
|
||
msgid ""
|
||
"After an order is created, Odoo selects the second line as this is the "
|
||
"cheapest option. The customer has to pay three times '3 days' to cover the "
|
||
"rental's eight days, for a total of $750."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:64
|
||
msgid "Customer signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:66
|
||
msgid ""
|
||
"You can ask your customers to sign a rental agreement outlining the "
|
||
"arrangement between you and your customers before they pick up products to "
|
||
"make sure your products are returned on time and in their original "
|
||
"condition. To do so, go to :menuselection:`Rental --> Configuration --> "
|
||
"Settings`, activate *Digital Documents*, and *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rstNone
|
||
msgid "Digital Documents settings in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:76
|
||
msgid ""
|
||
"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, "
|
||
"Odoo installs it after activating *Digital Documents*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:79
|
||
msgid ""
|
||
"Once the app settings are saved, you have the option to change the default "
|
||
"*Rental Agreement* from the dropdown menu. You can pick any document already"
|
||
" uploaded to the *Sign* app, or upload a new one to the *Sign* app by "
|
||
"clicking on *Upload Template*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:83
|
||
msgid ""
|
||
"To request a customer signature, select a confirmed rental order, click on "
|
||
"*Sign Documents*, choose the document template and click on *Sign Documents*"
|
||
" again. On the next window, select your customer and click on *Sign Now* to "
|
||
"start the signing process with your customer. Once the document is "
|
||
"completed, click on *Validate & Send Completed Document*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:89
|
||
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:94
|
||
msgid "Pickup and Return receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:96
|
||
msgid ""
|
||
"You can print and give your customers receipts when they pick up and/or "
|
||
"return products. To do so, open any rental order, click on *Print* and "
|
||
"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all "
|
||
"information about the current status of the rented items: which were picked "
|
||
"up, when they are expected to be returned, which were returned, and "
|
||
"potential rental delay costs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rstNone
|
||
msgid "Printing a Pickup and Return receipt in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales.rst:10
|
||
msgid ""
|
||
"**Odoo Sales** is the application to run your sales process (from quotation "
|
||
"to sales order) and deliver and invoice what has been sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales.rst:14
|
||
msgid ""
|
||
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced.rst:5
|
||
msgid "Advanced Topics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:3
|
||
msgid "Portal access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:5
|
||
msgid ""
|
||
"Portal access is given to users who need the ability to view certain "
|
||
"documents or information within an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:8
|
||
msgid ""
|
||
"Some common use cases for providing portal access include allowing customers"
|
||
" to read/view any or all of the following in Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:11
|
||
msgid "leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:12
|
||
msgid "quotations/sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:13
|
||
msgid "purchase orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:14
|
||
msgid "invoices & bills"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:15
|
||
msgid "projects"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:16
|
||
msgid "tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:17
|
||
msgid "timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:18
|
||
msgid "tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:19
|
||
msgid "signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:20
|
||
msgid "subscriptions"
|
||
msgstr "đăng ký"
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:23
|
||
msgid ""
|
||
"Portal users only have read/view access, and will not be able to edit any "
|
||
"documents in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:27
|
||
msgid "Provide portal access to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:28
|
||
msgid ""
|
||
"From the main Odoo dashboard, select the :guilabel:`Contacts` application. "
|
||
"If the contact is not yet created in the database, click on the "
|
||
":guilabel:`Create` button, enter the details of the contact, and then click "
|
||
":guilabel:`Save`. Otherwise, choose an existing contact, and then click on "
|
||
"the :guilabel:`Action` drop-down menu located at the top-center of the "
|
||
"interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rstNone
|
||
msgid "Use the Contacts application to give portal access to users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:37
|
||
msgid ""
|
||
"Then select :guilabel:`Grant portal access`. A pop-up window appears, "
|
||
"listing three fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:39
|
||
msgid ""
|
||
":guilabel:`Contact`: the recorded name of the contact in the Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:40
|
||
msgid ""
|
||
":guilabel:`Email`: the contact's email address that they will use to log "
|
||
"into the portal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:41
|
||
msgid ":guilabel:`In Portal`: whether or not the user has portal access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:43
|
||
msgid ""
|
||
"To grant portal access, first enter the contact's :guilabel:`Email` they "
|
||
"will use to log into the portal. Then, check the box under the :guilabel:`In"
|
||
" Portal` column. Optionally, add text to the invitation message the contact "
|
||
"will receive. Then click :guilabel:`Apply` to finish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rstNone
|
||
msgid ""
|
||
"An email address and corresponding checkbox for the contact need to be filled in before\n"
|
||
"sending a portal invitation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:52
|
||
msgid ""
|
||
"An email will be sent to the specified email address, indicating that the "
|
||
"contact is now a portal user for that Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:56
|
||
msgid ""
|
||
"To grant portal access to multiple users at once, navigate to a company "
|
||
"contact, then click :menuselection:`Action --> Grant portal access` to view "
|
||
"a list of all of the company's related contacts. Check the box under the "
|
||
":guilabel:`In Portal` column for all the contacts that need portal access, "
|
||
"then click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/advanced/portal.rst:62
|
||
msgid ""
|
||
"At any time, portal access can be revoked by navigating to the contact, "
|
||
"clicking :menuselection:`Action --> Grant portal access`, and then "
|
||
"unselecting the checkbox under the :guilabel:`In Portal` column and clicking"
|
||
" :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector.rst:5
|
||
msgid "Amazon Connector"
|
||
msgstr "Kết nối Amazon"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
|
||
msgid "Amazon Connector Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
|
||
msgid ""
|
||
"The **Amazon Connector** synchronizes the orders between Amazon and your "
|
||
"Odoo database, which reduces considerably the amount of time spent on your "
|
||
"Amazon Seller Central dashboard, making your daily routine a lot easier."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
|
||
msgid "Supported Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
|
||
msgid "The connector is able to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
|
||
msgid ""
|
||
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and "
|
||
"their order items which include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
|
||
msgid "the product’s name, description and quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
|
||
msgid "the shipping costs for the product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
|
||
msgid "the gift wrapping charges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
|
||
msgid ""
|
||
"Create on Odoo any missing partner related to an order (contact types "
|
||
"supported: contact and delivery)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:23
|
||
msgid ""
|
||
"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:25
|
||
msgid "Support multiple seller accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
|
||
msgid "Support multiple marketplaces per seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
|
||
msgid "Fulfilled By Amazon (FBA)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
|
||
msgid "Fulfilled By Merchant (FBM)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "**Orders**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "Synchronize shipped and canceled orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "Synchronize unshipped and canceled orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
|
||
msgid "**Shipping**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
|
||
msgid "Charges"
|
||
msgstr "Charges"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
||
msgid "Delivery created"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
msgid "**Gift Wrapping**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "Handled by Amazon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
msgid "Gift wrapping charges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
|
||
msgid "Gift message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "**Stock Management**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "One stock move created per sales order item"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "Handled by the delivery"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "**Confirmation**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "Notify Amazon when confirming delivery"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
|
||
msgid ""
|
||
"The connector is designed to synchronize orders' data as detailed above. "
|
||
"Other actions, such as downloading monthly fees reports, handling disputes, "
|
||
"or issuing refunds must be managed from Amazon Seller Central, as usual."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:55
|
||
msgid "Supported Marketplaces"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:57
|
||
msgid ""
|
||
"The Amazon Connector supports all the current marketplaces. If a marketplace"
|
||
" is not listed in your Amazon marketplaces, you can :ref:`add a new "
|
||
"marketplace <amazon/add-new-marketplace>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:63
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114
|
||
msgid ":doc:`setup`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:64
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
|
||
msgid ":doc:`manage`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
|
||
msgid "Manage Amazon orders in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
|
||
msgid "Synchronization of orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
|
||
msgid ""
|
||
"Orders are automatically fetched from Amazon and synchronized in Odoo at "
|
||
"regular intervals. The synchronization is based on the Amazon status: only "
|
||
"orders whose status has changed since the last synchronization are fetched "
|
||
"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and "
|
||
"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the "
|
||
"same is done for **Unshipped** and **Canceled** orders. For each "
|
||
"synchronized order, a sales order and a customer are created in Odoo if they"
|
||
" are not yet registered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
|
||
msgid ""
|
||
"When an order is canceled in Amazon and was already synchronized in Odoo, "
|
||
"the corresponding sales order is automatically canceled in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19
|
||
msgid ""
|
||
"To force the synchronization of an order whose status has not changed since "
|
||
"the last synchronization, activate the :ref:`developer mode <developer-"
|
||
"mode>`, navigate to your Amazon account and modify the date under "
|
||
":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior "
|
||
"to the last status change of the order that you wish to synchronize and "
|
||
"save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25
|
||
msgid ""
|
||
"To synchronize immediately the orders of your Amazon account switch to "
|
||
":ref:`developer mode <developer-mode>`, head to your Amazon account and "
|
||
"click on **SYNC ORDERS**. The same can be done with pickings by clicking on "
|
||
"**SYNC PICKINGS**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:30
|
||
msgid "Manage deliveries in FBM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
|
||
msgid ""
|
||
"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a "
|
||
"picking is created along with the sales order and the customer. You can "
|
||
"either ship all the ordered products to your customer at once or ship "
|
||
"products partially by using backorders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
|
||
msgid ""
|
||
"When a picking related to the order is confirmed, a notification is sent to "
|
||
"Amazon who will, in turn, notify the customer that the order (or a part of "
|
||
"it) is on its way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40
|
||
msgid ""
|
||
"Amazon requires to provide a tracking reference with each delivery. You'll "
|
||
"need to assign a carrier. If the carrier doesn't automatically provide a "
|
||
"tracking reference, you'll need to set one manually. This concerns all "
|
||
"marketplaces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45
|
||
msgid ""
|
||
"If your chosen carrier isn't one supported by Odoo, you can still create a "
|
||
"carrier bearing its name (e.g. create a carrier named `Colissimo`). This "
|
||
"name is case insensitive, but be careful about typos, as Amazon won't "
|
||
"recognize them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48
|
||
msgid ""
|
||
"Create a delivery carrier named `Self Delivery` to inform Amazon that you "
|
||
"make your own deliveries. You still have to enter a tracking reference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:50
|
||
msgid ""
|
||
"Keep in mind that the customer is notified by email about the delivery, and "
|
||
"the carrier and tracking reference are displayed in the email to the "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:54
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/inventory/shipping/setup/third_party_shipper`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57
|
||
msgid "Follow deliveries in FBA"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59
|
||
msgid ""
|
||
"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
|
||
"move is recorded for each sales order item so that it is saved in your "
|
||
"system. Inventory managers can find such moves in :menuselection:`Inventory "
|
||
"--> Reporting --> Product Moves`. They pick up products in a specific "
|
||
"inventory location called **Amazon**. This location represents your stock in"
|
||
" Amazon's warehouses and allows you to manage the stock of your products "
|
||
"under the FBA program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
|
||
msgid ""
|
||
"To follow your Amazon (FBA) stock in Odoo, you can make an inventory "
|
||
"adjustment after replenishing it. You can also trigger an automated "
|
||
"replenishment from reordering rules on the Amazon location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:71
|
||
msgid ""
|
||
"The Amazon location is configurable by Amazon account managed in Odoo. All "
|
||
"accounts of the same company use the same location by default. It is however"
|
||
" possible to follow the stock by marketplace. First, remove the marketplace "
|
||
"for which you want to follow the stock separately from the list of "
|
||
"synchronized marketplaces. Then, create another registration for this "
|
||
"account and remove all marketplaces, except the one to isolate from the "
|
||
"others. Finally, assign another stock location to the second registration of"
|
||
" your account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:79
|
||
msgid "Issue invoices and register payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81
|
||
msgid ""
|
||
"You can issue invoices for Amazon orders in Odoo. Click **Create Invoice** "
|
||
"in the sales order to do so. You can also do it in batch from the list view "
|
||
"of orders. Then, confirm and send the invoices to your customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:86
|
||
msgid ""
|
||
"To display only Amazon-related orders on the list view, you can filter "
|
||
"orders based on the sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:89
|
||
msgid ""
|
||
"As the customer has paid Amazon as an intermediary, you should register "
|
||
"invoice payments in a payment journal dedicated to Amazon (e.g. Amazon "
|
||
"Payments, with a dedicated intermediary account). You can do the same with "
|
||
"the vendor bill received from Amazon and dedicated to commissions. When you "
|
||
"receive the balance on your bank account at the end of the month and record "
|
||
"your bank statements in Odoo, you simply credit the Amazon intermediary "
|
||
"account by the amount received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96
|
||
msgid "Follow your Amazon sales in sales reporting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:98
|
||
msgid ""
|
||
"As a sales team is set on your account under the tab **Order Follow-up**, "
|
||
"this helps you give quick glances at the figures in just a few clicks in "
|
||
"Sales reporting. By default, your account's sales team is shared between all"
|
||
" of your company's accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102
|
||
msgid ""
|
||
"If you wish, you can change the sales team on your account for another to "
|
||
"perform a separate reporting for the sales of this account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:106
|
||
msgid ""
|
||
"It is also possible to perform reporting on a per-marketplace basis in a "
|
||
"similar fashion. First, remove the marketplace you wish to track separately "
|
||
"from the list of synchronized marketplaces. Then, create another "
|
||
"registration for this account and remove all marketplaces, except the one to"
|
||
" isolate from the others. Finally, assign another sales team to one of the "
|
||
"two registrations of your account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:104
|
||
msgid ":doc:`features`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
|
||
msgid "Configure Amazon Connector in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:6
|
||
msgid "Register your Amazon account in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:10
|
||
msgid ""
|
||
"To register your seller account in Odoo, navigate to :menuselection:`Sales "
|
||
"--> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
|
||
"Accounts` and click on :guilabel:`CREATE`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:13
|
||
msgid ""
|
||
"Choose a meaningful name for your account (e.g. `Europe`), and select your "
|
||
":guilabel:`Sign-up Marketplace`. This is the original sign-up marketplace of"
|
||
" your seller account (e.g. if you created your account on Amazon Germany, "
|
||
"your sign-up marketplace will be `amazon.de`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:17
|
||
msgid ""
|
||
"Upon saving, a button to :guilabel:`link with Amazon` appears. Click on it "
|
||
"to be redirected to the Amazon login page, or directly to the consent page "
|
||
"if you are already logged in. There, confirm that you want Amazon to give "
|
||
"Odoo access to your account and related data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:21
|
||
msgid "Amazon redirects you to Odoo, with your account registered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
|
||
msgid ""
|
||
"Once the account is registered, the marketplaces available to this account "
|
||
"are synchronized and listed under the :guilabel:`Marketplaces` tab. If you "
|
||
"wish, you can remove some items from the list of synchronized marketplaces "
|
||
"to disable their synchronization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:28
|
||
msgid "Match database products in Amazon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:30
|
||
msgid ""
|
||
"When an Amazon order is synchronized, up to three sales order items are "
|
||
"created in Odoo for each product sold on Amazon: one for the marketplace "
|
||
"product, one for the shipping charges (if any) and one for the gift wrapping"
|
||
" charges (if any)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:36
|
||
msgid ""
|
||
"The selection of a database product for a sales order item is done by "
|
||
"matching its **internal reference** with the **SKU** for marketplace items, "
|
||
"the **shipping code** for delivery charges, and the **gift wrapping** code "
|
||
"for gift wrapping charges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:40
|
||
msgid ""
|
||
"For marketplace products, pairings are saved as **Amazon Offers** which are "
|
||
"listed under the **Offers** stat button on the account form. Offers are "
|
||
"automatically created when the pairing is established and are used for "
|
||
"subsequent orders to lookup SKUs. If no offer with a matching SKU is found, "
|
||
":ref:`the internal reference is used instead <amazon/matching>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:46
|
||
msgid ""
|
||
"It is possible to force the pairing of a marketplace item with a specific "
|
||
"product by changing either the product or the SKU of an offer. The offer can"
|
||
" be manually created if it was not automatically done yet. This is useful if"
|
||
" you do not use the internal reference as the SKU or if you sell the product"
|
||
" under different conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:51
|
||
msgid ""
|
||
"If no database product with a matching internal reference is found for a "
|
||
"given SKU or gift wrapping code, a default database product **Amazon Sale** "
|
||
"is used. The same is done with the default product **Amazon Shipping** and "
|
||
"the shipping code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:56
|
||
msgid ""
|
||
"To modify the default products, activate the :ref:`developer mode "
|
||
"<developer-mode>` and navigate to :menuselection:`Sales --> Configuration "
|
||
"--> Settings --> Connectors --> Amazon Sync --> Default Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:61
|
||
msgid "Configure taxes of products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:63
|
||
msgid ""
|
||
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
|
||
"the sales order items are those set on the product or determined by the "
|
||
"fiscal position. Make sure to have set the correct taxes on your products in"
|
||
" Odoo or to have it done by a fiscal position, to avoid discrepancies in the"
|
||
" subtotals between Seller Central and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:69
|
||
msgid ""
|
||
"As Amazon does not necessarily apply the same taxes as those configured in "
|
||
"Odoo, it may happen that order totals differ by a few cents from that on "
|
||
"Seller Central. Those differences can be resolved with a write-off when "
|
||
"reconciling the payments in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
|
||
msgid "Add a new marketplace"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:78
|
||
msgid ""
|
||
":ref:`All marketplaces are supported by the Amazon Connector "
|
||
"<amazon/supported-marketplaces>`, but recently created ones might be missing"
|
||
" from your database. To add a new marketplace, proceed as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:82
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:83
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings --> Connectors "
|
||
"--> Amazon Sync --> Amazon Marketplaces`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:85
|
||
msgid ""
|
||
"Create a new marketplace record. Enter the :guilabel:`Marketplace ID` and "
|
||
"select the :guilabel:`Amazon Region` for your marketplace as described in "
|
||
"the `Amazon Documentation for marketplace IDs and regions "
|
||
"<https://developer-docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, "
|
||
"and the :guilabel:`Seller Central URL` as described in the `Amazon "
|
||
"Documentation for seller central URLs <https://developer-"
|
||
"docs.amazon.com/amazon-shipping/docs/seller-central-urls>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:91
|
||
msgid ""
|
||
"Set the name of the record to `Amazon.<country code>` to easily retrieve it "
|
||
"(e.g.: **Amazon.se**). The :guilabel:`API Identifier`, the "
|
||
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
|
||
"respectively hold the *MarketplaceId*, the selected Amazon region and the "
|
||
"*Seller Central URL* values from the Amazon Documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:95
|
||
msgid ""
|
||
"Once the marketplace is saved, update the Amazon Account configuration by "
|
||
"going to :menuselection:`Sales --> Configuration --> Settings --> Connectors"
|
||
" --> Amazon Sync --> Amazon Accounts`. Open the account on which you wish to"
|
||
" use the new marketplace, go to the :guilabel:`Marketplaces` tab and click "
|
||
"on :guilabel:`Update available marketplaces` (an animation should confirm "
|
||
"the success of the operation). Newly added marketplaces are automatically "
|
||
"added to the list of synchronized marketplaces. If the new marketplace is "
|
||
"not added to the list, it means that it is either incompatible or "
|
||
"unavailable for your seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector.rst:5
|
||
msgid "eBay Connector"
|
||
msgstr "kết nối eBay"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
|
||
msgid "How to list a product?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6
|
||
msgid "Listing without variation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8
|
||
msgid ""
|
||
"In order to list a product, you need to check the **use eBay** field on a "
|
||
"product form. The eBay tab will be available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
|
||
msgid ""
|
||
"When the **Use Stock Quantity** field is checked, the quantity sets on eBay "
|
||
"will be the Odoo **Forecast Quantity**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
|
||
msgid ""
|
||
"The **Description Template** allows you to use templates for your listings. "
|
||
"The default template only use the **eBay Description** field of the product."
|
||
" You can use html inside the **Description Template** and in the **eBay "
|
||
"Description**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21
|
||
msgid ""
|
||
"To use pictures in your listing, you need to add them as **Attachments** on "
|
||
"the product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24
|
||
msgid "Listing with variations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26
|
||
msgid ""
|
||
"When the **use eBay** on a product with variations is checked and with "
|
||
"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In"
|
||
" the variants array, you can choose which variant will be listed on eBay as "
|
||
"well as set the price and the quantity for each variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
|
||
msgid "Listing with item specifics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
|
||
msgid ""
|
||
"In order to add item specifics, you should create a product attribute with "
|
||
"one value in the **Variants** tab on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44
|
||
msgid "Product Identifiers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46
|
||
msgid ""
|
||
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
|
||
"the eBay category. The module manages the EAN and UPC identifiers with the "
|
||
"**Barcode** field of the product variant. If the **Barcode** field is empty "
|
||
"or is value is not valid, the EAN and UPC values will be set as 'Does not "
|
||
"apply' as recommended by eBay. The Brand and MPN values are working as item "
|
||
"specifics and should be define in the **Variants** tab on the product form. "
|
||
"If these values are not set, 'Does not apply' will be used for the eBay "
|
||
"listing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
|
||
msgid "How to configure eBay in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
|
||
msgid "Create eBay tokens"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
|
||
msgid ""
|
||
"In order to create your tokens, you need to create a developer account on "
|
||
"the `developer portal <https://go.developer.ebay.com/>`_. Once you are "
|
||
"logged in, you can create **Sandbox Keys** and **Production Keys** by "
|
||
"clicking on the adequate buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16
|
||
msgid ""
|
||
"After the creation of the keys, you can get the user token. To do so, click "
|
||
"on the **Get a User Token** link in the bottom of the page. Go through the "
|
||
"form, log in with you eBay account and you will get the keys and token "
|
||
"needed to configure the module in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
|
||
msgid "Set up tokens in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
|
||
msgid ""
|
||
"To set up the eBay integration, go to :menuselection:`Sales --> "
|
||
"Configuration --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
|
||
msgid ""
|
||
"First choose if you want to use the production or the sandbox eBay Site. "
|
||
"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert "
|
||
"Key**. Apply the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
|
||
msgid ""
|
||
"Once the page is reloaded, you need to synchronize information from eBay. "
|
||
"Push on **Sync countries and currencies**, then you can fill in all the "
|
||
"other fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
|
||
msgid ""
|
||
"When all the fields are filled in, you can synchronize the categories and "
|
||
"the policies by clicking on the adequate buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
|
||
msgid "Accept account deletion notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
|
||
msgid ""
|
||
"Since September 2021, **eBay requires supporting customer account "
|
||
"deletion/closure notifications**. As such, when eBay receives an account "
|
||
"request for deletion, all eBay partners must confirm the reception of the "
|
||
"request and take further action if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46
|
||
msgid ""
|
||
"Odoo has a notification endpoint to receive those notifications, confirm the"
|
||
" reception of the request, and handle the first set of actions to anonymize "
|
||
"the account details in **Contacts** and remove the customer's access to the "
|
||
"portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
|
||
msgid ""
|
||
"Make sure to correctly :ref:`set up your subscription to the marketplace "
|
||
"account deletion notifications <ebay/subscribe-account-deletion-"
|
||
"notifications>` as eBay may temporarily disable the related eBay account "
|
||
"until the subscription is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58
|
||
msgid "Retrieve endpoint details from Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60
|
||
msgid ""
|
||
"The endpoint details can be found in :menuselection:`Sales --> Configuration"
|
||
" --> Settings --> eBay`. Click on *Generate Token* to retrieve your "
|
||
"**Verification Token**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rstNone
|
||
msgid "Button to generate an eBay verification token in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70
|
||
msgid "Subscribe to account deletion notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72
|
||
msgid ""
|
||
"Log in on the `developer portal of eBay <https://go.developer.ebay.com/>`_ "
|
||
"and go to **Alerts & Notifications**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rstNone
|
||
msgid "Overview of the Alerts & Notifications dashboard of eBay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79
|
||
msgid ""
|
||
"To subscribe to deletion/closure notifications, eBay needs a few details:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81
|
||
msgid ""
|
||
"An **email address** to send notifications to if the endpoint is "
|
||
"unreachable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82
|
||
msgid "The **endpoint details**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84
|
||
msgid "The URL to Odoo's account deletion notification endpoint"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85
|
||
msgid "A verification token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rstNone
|
||
msgid "Dedicated fields to enter the endpoint details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92
|
||
msgid ""
|
||
"You can edit the last two fields once the email address field is filled out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95
|
||
msgid "Verify the connectivity with the endpoint"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97
|
||
msgid ""
|
||
"After setting the retrieved endpoint details in eBay's dashboard, consider "
|
||
"testing the connectivity with the **Send Test Notification** button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100
|
||
msgid ""
|
||
"You should get the following confirmation message: \"A test notification was"
|
||
" sent successfully!\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rstNone
|
||
msgid "Button to send test notification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107
|
||
msgid "Using the updated synchronisation method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109
|
||
msgid ""
|
||
"If you have a lot of products, the eBay API can sometimes refuse some "
|
||
"synchronization calls due to a time-based limit on the number of requests "
|
||
"that eBay enforces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112
|
||
msgid ""
|
||
"To fix this issue, a new implementation mechanism has been developed; "
|
||
"however this updated mechanism is disabled by default to avoid having the 2 "
|
||
"systems running in parallel in existing installations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116
|
||
msgid "To switch to the new synchronization mechanism:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119
|
||
msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120
|
||
msgid ""
|
||
"Archive the old synchronization actions (both are named *Ebay: update "
|
||
"product status*)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121
|
||
msgid ""
|
||
"Activate the new synchronization actions (*Ebay: get new orders* which runs "
|
||
"every 15min by default and *Ebay: synchronise stock (for 'get new orders' "
|
||
"synchronisation)* which runs once a day per default)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124
|
||
msgid ""
|
||
"Ensure that the **Next Execution Date** for both these actions are in the "
|
||
"near future"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126
|
||
msgid ""
|
||
"Starting with the next execution date, the new method will be used instead "
|
||
"of the old one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing.rst:5
|
||
msgid "Invoicing Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
|
||
msgid "Request a down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
|
||
msgid ""
|
||
"A down payment is a partial payment made by the buyer when a sales contract "
|
||
"is concluded. This implies both parties' full commitment (seller and buyer) "
|
||
"to honor the contract. With a down payment, the buyers show their will to "
|
||
"acquire the product and agree to pay the rest later, while the sellers are "
|
||
"obliged to provide the goods by accepting it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:10
|
||
msgid ""
|
||
"Sometimes a down payment is required for expensive orders or projects. That "
|
||
"way, you can protect yourself and make sure that your customer is reliable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:14
|
||
msgid "First time you request a down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:16
|
||
msgid ""
|
||
"When a sales order is confirmed, you then have the possibility to create an "
|
||
"invoice. Invoices are automatically created in drafts so that you can review"
|
||
" them before validation. To create an invoice, Odoo Sales offers you 3 "
|
||
"options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:20
|
||
msgid "Regular invoice"
|
||
msgstr "Hóa đơn thông thường"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:21
|
||
msgid "Down payment (percentage)"
|
||
msgstr "Tiền đặt cọc (theo phần trăm)"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:22
|
||
msgid "Down payment (fixed amount)"
|
||
msgstr "Tiền đặt cọc (số tiền cố định)"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
|
||
msgid ""
|
||
"In terms of down payment, it can either be a fixed amount or a percentage of"
|
||
" the total amount. The first time you request a down payment, you can set a "
|
||
"percentage or a fixed amount of your choice, and select the right income "
|
||
"account and taxes. These settings will be reused for future down payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rstNone
|
||
msgid "How can you do a down payment on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
|
||
msgid ""
|
||
"When you request your first down payment, a new product called **Down "
|
||
"payment** will be created. This product will be registered as a **service** "
|
||
"product with an invoicing policy of **ordered quantities**. As a reminder, "
|
||
"you can edit this product and modify it at any time. Please note that if you"
|
||
" choose **delivered quantities** as invoicing policy, **you will not be able"
|
||
" to create an invoice**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:41
|
||
msgid "Basic sales flow using down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
|
||
msgid ""
|
||
"For this first example, we will use a 50% amount down payment with a product"
|
||
" using **ordered quantities** as invoicing policy. Make sure to check out "
|
||
"our documentation about invoicing policies here: :doc:`invoicing_policy` , "
|
||
"before requesting your first down payment. When it comes to create and view "
|
||
"the invoice, you will only have access to a draft invoice mentioning the "
|
||
"down payment (as you can see below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rstNone
|
||
msgid "What is a basic sales flow using down payments on Odoo Sales (1)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:53
|
||
msgid ""
|
||
"There, you can post the invoice and register the payment of your customer. "
|
||
"But, we all know that in real life this flow does not happen immediately. "
|
||
"So, for now, you can return to the sales order. There, you will have the "
|
||
"possibility to see the order as a customer with the **Customer preview** "
|
||
"button or to reach easily the previous draft invoice with the **Invoice** "
|
||
"button. In any case, the down payment will be mentioned on both (sales order"
|
||
" and draft invoice)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rstNone
|
||
msgid "What is a basic sales flow using down payments on Odoo Sales (2)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:63
|
||
msgid ""
|
||
"To complete the flow, when the customer wants to pay the rest of his sales "
|
||
"order, you must create another invoice. Once again, you will have the choice"
|
||
" to make another down payment or to deduct all the down payments and so, "
|
||
"paying the rest of the invoice as a regular invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rstNone
|
||
msgid "What is a basic sales flow using down payments on Odoo Sales (3)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
|
||
msgid ""
|
||
"This flow is also possible with a down payment taking into account a fixed "
|
||
"amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:74
|
||
msgid ""
|
||
"Be careful that if you do a down payment with a product using **delivered "
|
||
"quantities** as invoicing policy, you won’t be able to deduct all the down "
|
||
"payments when it comes to invoicing your customer. Indeed, you have to "
|
||
"deliver a product before creating the final invoice. If nothing has been "
|
||
"delivered, you create a **credit note** that cancels the draft invoice "
|
||
"created after the down payment. To do so, you have to install the "
|
||
"**Inventory App** to confirm the delivery. Otherwise, you can enter the "
|
||
"delivered quantity manually on the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
|
||
msgid "Modify the income account and customer taxes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:84
|
||
msgid "From the products list, search for the **Down Payment** product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rstNone
|
||
msgid "Creation of a down payment product on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:90
|
||
msgid ""
|
||
"You can edit it and under the **General Information Tab** you will be able "
|
||
"to change the customer taxes. Now, to change the income account, you will "
|
||
"need to install the **Accounting App** to have the possibility to see the "
|
||
"**Accounting Tab** on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rstNone
|
||
msgid "How to modify the income account link to down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
|
||
msgid ":doc:`invoicing_policy`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
|
||
msgid "Re-invoice expenses to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
|
||
msgid ""
|
||
"It often happens that your employees have to spend their personal money "
|
||
"while working on a project for your client. Let's take the example of a "
|
||
"consultant paying for a hotel to work on the site of your client. As a "
|
||
"company, you would like to be able to invoice that expense to your client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:12
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:64
|
||
msgid "Expenses configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:14
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:66
|
||
msgid ""
|
||
"To track & invoice expenses, you will need the expenses app. Go to "
|
||
":menuselection:`Apps --> Expenses` to install it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
|
||
msgid ""
|
||
"You should also activate the analytic accounts feature to link expenses to "
|
||
"the sales order, to do so, go to :menuselection:`Invoicing --> Configuration"
|
||
" --> Settings` and activate *Analytic Accounting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:74
|
||
msgid "Add expenses to your sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:76
|
||
msgid ""
|
||
"From the expense app, you or your consultant can create a new one, e.g. the "
|
||
"hotel for the first week on the site of your customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:27
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:79
|
||
msgid ""
|
||
"You can then enter a relevant description and select an existing product or "
|
||
"create a new one from right there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:33
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:85
|
||
msgid "Here, we are creating a *Hotel* product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:38
|
||
msgid ""
|
||
"Under the invoicing tab, select *Delivered quantities* and either *At cost* "
|
||
"or *Sales price* as well depending if you want to invoice the cost of your "
|
||
"expense or a previously agreed on sales price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:45
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:97
|
||
msgid ""
|
||
"To modify or create more products go to :menuselection:`Expenses --> "
|
||
"Configuration --> Expense products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:100
|
||
msgid ""
|
||
"Back on the expense, add the original sale order in the expense to submit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:106
|
||
msgid "It can then be submitted to the manager, approved and finally posted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:65
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:117
|
||
msgid "It will then be in the sales order and ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
|
||
msgid "Invoice based on delivered or ordered quantities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
|
||
msgid ""
|
||
"Different business policies might require different options for invoicing:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
|
||
msgid ""
|
||
"The **Invoice what is ordered** rule is used as **default mode** in Odoo "
|
||
"Sales, which means that customers will be invoiced once the sales order is "
|
||
"confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:10
|
||
msgid ""
|
||
"The **Invoice what is delivered** rule will invoice customers once the "
|
||
"delivery is done. This rule concerns businesses that sell materials, liquids"
|
||
" or food in large quantities. In these cases, the quantity might diverge a "
|
||
"little bit and it is, therefore, preferable to invoice the quantity actually"
|
||
" delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:15
|
||
msgid ""
|
||
"Being able to have different invoicing options allow you more flexibility. "
|
||
"Indeed, you need to know exactly how to invoice your customers for different"
|
||
" situations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
|
||
msgid "Activate these features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:21
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and under "
|
||
"**Invoicing policy** choose the rule you want to apply."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rstNone
|
||
msgid "How to choose your invoicing policy on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:30
|
||
msgid ""
|
||
"If you decide to choose the **Invoice what is delivered** rule, you will not"
|
||
" be able to activate the feature called **Automatic invoice**, which "
|
||
"automatically generates invoices when the online payment is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:35
|
||
msgid "Choose an invoicing policy on a product form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:37
|
||
msgid ""
|
||
"From any product page, under the **Sales tab**, you will find the invoicing "
|
||
"policy, which can be manually changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rstNone
|
||
msgid "How to change your invoicing policy on a product form on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:46
|
||
msgid "Impact on sales flow"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:48
|
||
msgid ""
|
||
"On Odoo Sales, the basic sales flow will be to create a quotation, send it "
|
||
"to your customer, wait for confirmation, confirm the sales order and create "
|
||
"an invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
|
||
msgid ""
|
||
"**Invoice what is ordered**: No impact on this basic sales flow. Indeed, you"
|
||
" can invoice as soon as the sale is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:54
|
||
msgid ""
|
||
"**Invoice what is delivered**: Small impact on sales flow because you will "
|
||
"have to manually enter the delivered quantity on the sales order or to "
|
||
"install the **Inventory App** to confirm the delivered quantity before "
|
||
"creating an invoice, with the **Sales App**. Indeed, if you try to create an"
|
||
" invoice without validating the delivered quantity, you will receive an "
|
||
"error message as below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
|
||
msgid ""
|
||
"How the choice of your invoicing policy impacts your sales flow on Odoo "
|
||
"Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:65
|
||
msgid ""
|
||
"Once the quotation is confirmed and that the status went from **Quotation "
|
||
"sent** to **Sales order**, you are able to see your delivered and invoiced "
|
||
"quantities directly from your sales order (it is true for both rules)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rstNone
|
||
msgid "How to see your delivered and invoiced quantities on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:74
|
||
msgid ""
|
||
"Odoo will automatically add the quantities to the invoice (even if it is a "
|
||
"partial delivery)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:76
|
||
msgid ""
|
||
"Finally, to create an invoice, you will have different possibilities: "
|
||
"regular invoice or down payment (percentage or fixed amount)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
|
||
msgid ""
|
||
"Be sure to check out our documentation about down payment here: "
|
||
":doc:`down_payment`, to master this incredible feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
|
||
msgid "Invoice project milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
|
||
msgid ""
|
||
"Milestone invoicing can be used for expensive or large-scale projects, with "
|
||
"each milestone representing a clear sequence of work that will incrementally"
|
||
" build up to the completion of the contract. This invoicing method is "
|
||
"comfortable both for the company which is ensured to get a steady cash flow "
|
||
"throughout the project lifetime and for the client who can monitor the "
|
||
"project's progress and pay in several installments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:13
|
||
msgid "Create milestone products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:15
|
||
msgid ""
|
||
"In Odoo, each milestone of your project is considered as a product. To "
|
||
"configure products to work this way, go to any product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
|
||
msgid ""
|
||
"You have to set the product type as *Service* under general information and "
|
||
"select *Milestones* in the sales tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:25
|
||
msgid "Invoice milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:27
|
||
msgid ""
|
||
"From the sales order, you can manually edit the quantity delivered as you "
|
||
"complete a milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:33
|
||
msgid "You can then invoice that first milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:22
|
||
msgid "Send a pro-forma invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
|
||
msgid ""
|
||
"A pro-forma invoice is an abridged or estimated invoice in advance of a "
|
||
"delivery of goods. It notes the kind and quantity of goods, their value, and"
|
||
" other important information such as weight and transportation charges. Pro-"
|
||
"forma invoices are commonly used as preliminary invoices with a quotation, "
|
||
"or for customs purposes in importation. They differ from a normal invoice in"
|
||
" not being a demand or request for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:13
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
|
||
msgid "Activate the feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:15
|
||
msgid ""
|
||
"Go to :menuselection:`SALES --> Configuration --> Settings` and activate the"
|
||
" *Pro-Forma Invoice* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:24
|
||
msgid ""
|
||
"From any quotation or sales order, you know have an option to send a pro-"
|
||
"forma invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:30
|
||
msgid ""
|
||
"When you click on send, Odoo will send an email with the pro-forma invoice "
|
||
"in attachment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:3
|
||
msgid "Sell subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:5
|
||
msgid ""
|
||
"Selling subscription products will give you predictable revenue, making "
|
||
"planning ahead much easier."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:9
|
||
msgid "Make a subscription from a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:11
|
||
msgid ""
|
||
"From the sales app, create a quotation to the desired customer, and select "
|
||
"the subscription product your previously created from the Subscriptions App."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/subscriptions.rst:14
|
||
msgid ""
|
||
"When you confirm the sale the subscription will be created automatically. "
|
||
"You will see a direct link from the sales order to the Subscription in the "
|
||
"upper right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
|
||
msgid "Invoice based on time and materials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
|
||
msgid ""
|
||
"Time and Materials is generally used in projects in which it is not possible"
|
||
" to accurately estimate the size of the project, or when it is expected that"
|
||
" the project requirements would most likely change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:9
|
||
msgid ""
|
||
"This is opposed to a fixed-price contract in which the owner agrees to pay "
|
||
"the contractor a lump sum for the fulfillment of the contract no matter what"
|
||
" the contractors pay their employees, sub-contractors, and suppliers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:14
|
||
msgid ""
|
||
"For this documentation I will use the example of a consultant, you will need"
|
||
" to invoice their time, their various expenses (transport, lodging, ...) and"
|
||
" purchases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:19
|
||
msgid "Invoice time configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
|
||
msgid ""
|
||
"To keep track of progress in the project, you will need the *Project* app. "
|
||
"Go to :menuselection:`Apps --> Project` to install it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:24
|
||
msgid ""
|
||
"In *Project* you will use timesheets, to do so go to :menuselection:`Project"
|
||
" --> Configuration --> Settings` and activate the *Timesheets* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:32
|
||
msgid "Invoice your time spent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:34
|
||
msgid ""
|
||
"From a product page set as a service, you will find two options under the "
|
||
"invoicing tab, select both *Timesheets on tasks* and *Create a task in a new"
|
||
" project*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:41
|
||
msgid "You could also add the task to an existing project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
|
||
msgid ""
|
||
"Once confirming a sales order, you will now see two new buttons, one for the"
|
||
" project overview and one for the current task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:49
|
||
msgid ""
|
||
"You will directly be in the task if you click on it, you can also access it "
|
||
"from the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
|
||
msgid ""
|
||
"Under timesheets, you can assign who works on it. You can or they can add "
|
||
"how many hours they worked on the project so far."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
|
||
msgid "From the sales order, you can then invoice those hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
|
||
msgid ""
|
||
"You should also activate the analytic accounts feature to link expenses to "
|
||
"the sales order, to do so, go to :menuselection:`Accounting --> "
|
||
"Configuration --> Settings` and activate *Analytic Accounting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:90
|
||
msgid ""
|
||
"under the invoicing tab, select *Delivered quantities* and either *At cost* "
|
||
"or *Sales price* as well depending if you want to invoice the cost of your "
|
||
"expense or a previously agreed on sales price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:120
|
||
msgid "Invoice purchases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
|
||
msgid ""
|
||
"The last thing you might need to add to the sale order is purchases made for"
|
||
" it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:125
|
||
msgid ""
|
||
"You will need the *Purchase Analytics* feature, to activate it, go to "
|
||
":menuselection:`Invoicing --> Configuration --> Settings` and select "
|
||
"*Purchase Analytics*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:129
|
||
msgid ""
|
||
"While making the purchase order don't forget to add the right analytic "
|
||
"account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:135
|
||
msgid ""
|
||
"Once the PO is confirmed and received, you can create the vendor bill, this "
|
||
"will automatically add it to the SO where you can invoice it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices.rst:5
|
||
msgid "Products & Prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
|
||
msgid "Manage your pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
|
||
msgid "How to sell in foreign currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
|
||
msgid "Pricelists can also be used to manage prices in foreign currencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:7
|
||
msgid ""
|
||
"Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> "
|
||
"Settings`. As admin, you need *Adviser* access rights on "
|
||
"Invoicing/Accounting apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:10
|
||
msgid ""
|
||
"Create one pricelist per currency. A new *Currency* field shows up in "
|
||
"pricelist setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
|
||
msgid ""
|
||
"To activate a new currency, go to :menuselection:`Accounting --> "
|
||
"Configuration --> Currencies`, select it in the list and press *Activate* in"
|
||
" the top-right corner. Now it will show up in currencies drop-down lists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:17
|
||
msgid "Prices in foreign currencies can be defined in two fashions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:20
|
||
msgid "Automatic conversion from public price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:22
|
||
msgid ""
|
||
"The public price is in your company's main currency (see "
|
||
":menuselection:`Accounting --> Settings`) and is set in product detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:28
|
||
msgid ""
|
||
"The conversion rates can be found in :menuselection:`Accounting --> "
|
||
"Configuration --> Currencies`. They can be updated from Yahoo or the "
|
||
"European Central Bank at your convenience: manually, daily, weekly, etc. See"
|
||
" :menuselection:`Accounting --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:40
|
||
msgid "Set your own prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
|
||
msgid ""
|
||
"This is advised if you don't want your pricing to change along with currency"
|
||
" rates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:49
|
||
msgid ":doc:`pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
|
||
msgid "How to adapt your prices to your customers and apply discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
|
||
msgid ""
|
||
"Odoo has a powerful pricelist feature to support a pricing strategy tailored"
|
||
" to your business. A pricelist is a list of prices or price rules that Odoo "
|
||
"searches to determine the suggested price. You can set several criteria to "
|
||
"use a specific price: periods, min. sold quantity (meet a minimum order "
|
||
"quantity and get a price break), etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9
|
||
msgid ""
|
||
"As pricelists only suggest prices, they can be overridden by vendors "
|
||
"completing sales orders. Choose your pricing strategy from "
|
||
":menuselection:`Sales --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:18
|
||
msgid ""
|
||
"*A single sale price per product :* doesn't let you adapt prices, it use "
|
||
"default product price ;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:19
|
||
msgid ""
|
||
"*Different prices per customer segment :* you will set several prices per "
|
||
"products ;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
|
||
msgid ""
|
||
"*Advanced pricing based on formula :* will let you apply discounts, margins "
|
||
"and roundings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:23
|
||
msgid "Several prices per product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
|
||
msgid ""
|
||
"To apply several prices per product, select *Different prices per customer "
|
||
"segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab "
|
||
"in the product detail form. You can settle following strategies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:30
|
||
msgid "Prices per customer segment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:32
|
||
msgid ""
|
||
"Create pricelists for your customer segments: e.g. registered, premium, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:37
|
||
msgid ""
|
||
"The default pricelist applied to any new customer is *Public Pricelist*. To "
|
||
"segment your customers, open the customer detail form and change the *Sale "
|
||
"Pricelist* in the *Sales & Purchases* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
|
||
msgid "Temporary prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:47
|
||
msgid "Apply deals for bank holidays, etc. Enter start and end dates dates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
|
||
msgid ""
|
||
"Make sure you have default prices set in the pricelist outside of the deals "
|
||
"period. Otherwise you might have issues once the period over."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57
|
||
msgid "Prices per minimum quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63
|
||
msgid ""
|
||
"The prices order does not matter. The system is smart and applies first "
|
||
"prices that match the order date and/or the minimal quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:67
|
||
msgid "Discounts, margins, roundings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69
|
||
msgid ""
|
||
"*Advanced pricing based on formula* allows to set price change rules. "
|
||
"Changes can be relative to the product list/catalog price, the product cost "
|
||
"price, or to another pricelist. Changes are calculated via discounts or "
|
||
"surcharges and can be forced to fit within floor (minimum margin) and "
|
||
"ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar"
|
||
" or multiple of either (nearest 5 cents, nearest 10 dollars)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:76
|
||
msgid ""
|
||
"Once installed go to :menuselection:`Sales --> Configuration --> Pricelists`"
|
||
" (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use "
|
||
"e-Commerce)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:84
|
||
msgid ""
|
||
"Each pricelist item can be associated to either all products, to a product "
|
||
"internal category (set of products) or to a specific product. Like in second"
|
||
" option, you can set dates and minimum quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91
|
||
msgid ""
|
||
"Once again the system is smart. If a rule is set for a particular item and "
|
||
"another one for its category, Odoo will take the rule of the item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:93
|
||
msgid "Make sure at least one pricelist item covers all your products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95
|
||
msgid "There are 3 modes of computation: fix price, discount & formula."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100
|
||
msgid "Here are different price settings made possible thanks to formulas."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:103
|
||
msgid "Discounts with roundings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105
|
||
msgid "e.g. 20% discounts with prices rounded up to 9.99."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111
|
||
msgid "Costs with markups (retail)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113
|
||
msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
|
||
msgid "Prices per country"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120
|
||
msgid ""
|
||
"Pricelists can be set by countries group. Any new customer recorded in Odoo "
|
||
"gets a default pricelist, i.e. the first one in the list matching the "
|
||
"country. In case no country is set for the customer, Odoo takes the first "
|
||
"pricelist without any country group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:123
|
||
msgid "The default pricelist can be replaced when creating a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125
|
||
msgid "You can change the pricelists sequence by drag & drop in list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
|
||
msgid "Compute and show discount % to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:130
|
||
msgid ""
|
||
"In case of discount, you can show the public price and the computed discount"
|
||
" % on printed sales orders and in your eCommerce catalog. To do so:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132
|
||
msgid ""
|
||
"Check *Allow discounts on sales order lines* in :menuselection:`Sales --> "
|
||
"Configuration --> Settings --> Quotations & Sales --> Discounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133
|
||
msgid "Apply the option in the pricelist setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:140
|
||
msgid ":doc:`currencies`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141
|
||
msgid ":doc:`/applications/websites/ecommerce/maximizing_revenue/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products.rst:5
|
||
msgid "Manage your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
|
||
msgid "How to import Products with Categories and Variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
|
||
msgid ""
|
||
"Import templates are provided in the **Import Tool** of the most common data"
|
||
" to import (contacts, products, bank statements, etc.). You can open them "
|
||
"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:11
|
||
msgid "How to customize the file"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:13
|
||
msgid ""
|
||
"Remove columns you don't need. However, we advise you to not remove the *ID*"
|
||
" column (see why below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:15
|
||
msgid ""
|
||
"Set a unique ID to every single record by dragging down the ID sequencing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:16
|
||
msgid ""
|
||
"Don't change the labels of columns you want to import. Otherwise, Odoo won't"
|
||
" recognize them anymore, and you will have to map them on your own in the "
|
||
"import screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
|
||
msgid ""
|
||
"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo "
|
||
"fails in matching the column name with a field, you can match it manually "
|
||
"when importing by browsing a list of available fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:24
|
||
msgid "Why an “ID” column?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:26
|
||
msgid ""
|
||
"The ID is a truly unique identifier for the line item. Feel free to use one "
|
||
"from your previous software to ease the transition into Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:29
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:31
|
||
msgid ""
|
||
"Update imports: you can import the same file several times without creating "
|
||
"duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:32
|
||
msgid "Import relation fields (see here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
|
||
msgid "How to import relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:37
|
||
msgid ""
|
||
"An Odoo object is always related to many other objects (e.g., a product is "
|
||
"linked to product categories, attributes, vendors, etc.). To import those "
|
||
"relations, you need to import the records of the related object first from "
|
||
"their own list menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:41
|
||
msgid ""
|
||
"You can do this using the name of the related record or its ID. The ID is "
|
||
"expected when two records have the same name. In such a case, add \" / ID\" "
|
||
"at the end of the column title (e.g., for product attributes: Product "
|
||
"Attributes / Attribute / ID)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
|
||
msgid "Automatically get product images with Google Images"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
|
||
msgid ""
|
||
"The product images are very useful in Odoo, for example, to quickly find a "
|
||
"product or check if you scanned the right one, but it can be a bit painful "
|
||
"to set up especially if you have a lot of products. **Google Custom Search**"
|
||
" allows finding images automatically for your product, based on their "
|
||
"barcode, keeping your focus on what matters in your business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15
|
||
msgid "This functionnality requires configuration both on Google and on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17
|
||
msgid ""
|
||
"With a free Google account, you can get up to 100 free images per day. If "
|
||
"you need a higher rate, you'll have to upgrade to a billing account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23
|
||
msgid "Google API dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25
|
||
msgid ""
|
||
"Go to the `Google Cloud Platform API & Services "
|
||
"<https://console.developers.google.com/>`_ page to generate Google Custom "
|
||
"Search API credentials. Log in with your Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
|
||
msgid ""
|
||
"Select or create an API project to store the credentials. Give it an "
|
||
"explicit name (e.g. Odoo Images)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31
|
||
msgid ""
|
||
"In the credentials section, click on **Create Credentials** and select **API"
|
||
" Keys**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "API & Services page on Google Cloud Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37
|
||
msgid "Save your **API Key**. You'll need it for the next step in Odoo!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39
|
||
msgid ""
|
||
"Use the search bar to look for **Google Custom Search API** and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45
|
||
msgid "Enable the API."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"\"Custom Search API\" tile with Enable button highlighted on Google Cloud "
|
||
"Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54
|
||
msgid "Google Programmable Search dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
|
||
msgid ""
|
||
"Go to `Google Programmable Search Engine "
|
||
"<https://programmablesearchengine.google.com/>`_ and click on **Get "
|
||
"Started**. Log in with your Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"Google Programmable Search Engine page with the **Get Started** button on the up-right\n"
|
||
"of the page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64
|
||
msgid ""
|
||
"Fill the language and the name of the search engine. Give it an explicit "
|
||
"name (e.g. Odoo Images)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68
|
||
msgid ""
|
||
"Google doesn't allow to create a search engine without having entered at "
|
||
"least one specific site to search on. You can put any website (e.g. "
|
||
"www.google.com) for this step, we will remove it later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72
|
||
msgid ""
|
||
"Validate the form by clicking on **Create**. Then, go to the edition mode of"
|
||
" the search engine that you created (either by clicking on **Control Panel**"
|
||
" on the confirmation page or by clicking on the name of your Search Engine "
|
||
"on the Home page)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76
|
||
msgid ""
|
||
"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** "
|
||
"and **Search the entire web**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80
|
||
msgid ""
|
||
"Once **Search the entire web** is enabled, you can safely delete the site "
|
||
"that you put at the previous step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
|
||
msgid ""
|
||
"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> General Settings --> Integrations`, "
|
||
"activate **Google Images** and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93
|
||
msgid ""
|
||
"Go back to :menuselection:`Settings --> General Settings--> Integrations`, "
|
||
"enter your **API Key** and **Search Engine ID** in **Google Images** "
|
||
"settings and save again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99
|
||
msgid "Automatically get your product images in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101
|
||
msgid ""
|
||
"The action to automatically get your product images in Odoo appears in any "
|
||
"Products or Product Variants list view. Here is a step-by-step guide from "
|
||
"the Inventory app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
|
||
msgid ""
|
||
"Go to the Products menu (:menuselection:`Products --> Products` or "
|
||
":menuselection:`Products --> Product Variants`) from any application that "
|
||
"uses products like Inventory or Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107
|
||
msgid "On the list view, select the products that needs an image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110
|
||
msgid ""
|
||
"Only the 10,000 first selected products or product variants will be "
|
||
"processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113
|
||
msgid ""
|
||
"Only the products or product variants with a barcode and without an image "
|
||
"will be processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114
|
||
msgid ""
|
||
"If you select a product that has one or more variants from the Products "
|
||
"view, each variant matching the previous criteria will be processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117
|
||
msgid ""
|
||
"In the action menu, select **Get Pictures from Google Images** and validate "
|
||
"by clicking on **Get picture**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
|
||
msgid "You should see your images appearing incrementally."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123
|
||
msgid ""
|
||
"Only the 10 first images are fetched immediatly. If you selected more than "
|
||
"10, the rest will be fetched as a background job."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125
|
||
msgid ""
|
||
"The background job process about 100 images in a minute. If you reach the "
|
||
"quota authorized by Google (either with a free or a paid plan), the "
|
||
"background job will put itself on hold for 24 hours and continue where it "
|
||
"stopped the day before."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130
|
||
msgid ""
|
||
"`Create, modify, or close your Google Cloud Billing account "
|
||
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
|
||
msgid "Product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
|
||
msgid ""
|
||
"Product variants are used to give single products a variety of different "
|
||
"characteristics, such as size and color. Products using variants can be "
|
||
"managed at the product template level (for all attributes and variants of "
|
||
"that product), and/or at the variant level (for individual variants)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:9
|
||
msgid ""
|
||
"As an example, a company selling t-shirts may have the following product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:11
|
||
msgid "T-shirt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
|
||
msgid "Color: Blue, Red, White, Black"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:14
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:131
|
||
msgid "Size: S, M, L, XL, XXL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:16
|
||
msgid ""
|
||
"In this example, the **T-Shirt** is the product template, and **T-Shirt, S, "
|
||
"Blue** is a product variant. **Color** and **size** are the attributes. "
|
||
"**S** and **Blue** are values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:19
|
||
msgid ""
|
||
"The above example has a total of 20 different product variants (5 sizes x 4 "
|
||
"colors). Each one of these has its own inventory, sales, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
|
||
msgid "Activating product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:28
|
||
msgid ""
|
||
"To use product variants, go to :menuselection:`Sales --> Configuration --> "
|
||
"Settings --> Product Catalog`, and enable the :guilabel:`Variants` feature. "
|
||
"Finally, click :guilabel:`Save` to apply the setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rstNone
|
||
msgid "Activating product variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:37
|
||
msgid "Creating attributes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
|
||
msgid ""
|
||
"Attributes need to be created before product variants can be set up. "
|
||
"Attributes can be accessed via :menuselection:`Sales --> Configuration --> "
|
||
"Products --> Attributes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:43
|
||
msgid ""
|
||
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
|
||
" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` "
|
||
"dashboard, and :guilabel:`eCommerce` pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:47
|
||
msgid ""
|
||
"To create a new attribute, click :guilabel:`Create`. First, choose an "
|
||
"attribute name, such as \"Color\" or \"Size.\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rstNone
|
||
msgid "Attribute creation window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:54
|
||
msgid ""
|
||
"Then, select a :guilabel:`Display Type`, which determines how this product "
|
||
"will be shown on the :guilabel:`eCommerce` page, :guilabel:`Point of Sale` "
|
||
"dashboard, and :guilabel:`Product Configurator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:58
|
||
msgid ":guilabel:`Radio`: options appear in a bullet style list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:59
|
||
msgid ":guilabel:`Select`: options appear in a dropdown menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60
|
||
msgid ""
|
||
":guilabel:`Color`: options appear as small colored squares, which reflect "
|
||
"any HTML color codes set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rstNone
|
||
msgid "Display Types on Product Configurator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67
|
||
msgid ""
|
||
"The :guilabel:`Variants Creation Mode` informs Odoo when to automatically "
|
||
"create a new variant once an attribute is added to a product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70
|
||
msgid ""
|
||
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
|
||
"and values are added to a product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:72
|
||
msgid ""
|
||
":guilabel:`Dynamically`: creates variants only when corresponding attributes"
|
||
" and values are added to a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74
|
||
msgid ":guilabel:`Never`: never automatically creates variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77
|
||
msgid ""
|
||
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
|
||
"cannot be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:79
|
||
msgid ""
|
||
"Values should be added to an attribute before saving, but more values can be"
|
||
" added at any time, if needed. To add a value, click :guilabel:`Add a line`."
|
||
" From there, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82
|
||
msgid "Type in the value's name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:83
|
||
msgid ""
|
||
"Check a box to indicate whether or not the value is custom (i.e. the "
|
||
"customer provides unique specifications)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:85
|
||
msgid ""
|
||
"Specifically for colors, add an HTML color code to make it even easier for "
|
||
"salespeople and customers to know what they're selecting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:88
|
||
msgid ""
|
||
"A color code can be selected either by dragging the slider around or by "
|
||
"entering a specific HTML color code (e.g. #FF0077)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rstNone
|
||
msgid "Selecting a color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95
|
||
msgid "Finally, click :guilabel:`Save` to finish creating the attribute."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:98
|
||
msgid ""
|
||
"Attributes can also be created directly from the product template by adding "
|
||
"a new line and typing the name into the :guilabel:`Variants` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101
|
||
msgid ""
|
||
"After an attribute is added to a product, a new tab appears on the "
|
||
"attribute's page called :guilabel:`Related Products`. This tab lists every "
|
||
"product in the database that is currently using the attribute."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106
|
||
msgid "Creating product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108
|
||
msgid ""
|
||
"After creating an attribute, use the attribute to create a product variant "
|
||
"by going to :menuselection:`Sales --> Products --> Products`. Then, select "
|
||
"an existing product and click :guilabel:`Edit`, or create a new product by "
|
||
"clicking :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:112
|
||
msgid ""
|
||
"The :guilabel:`Variants` smart button at the top of the product template "
|
||
"indicates the number of currently configured variants on the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:115
|
||
msgid ""
|
||
"To add a new variant, click on the :guilabel:`Variants` tab, then click on "
|
||
":guilabel:`Add a line` to add any attributes and values. When all the "
|
||
"attributes and values have been added, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120
|
||
msgid ""
|
||
"Similar product variant creation processes are accessible through the "
|
||
"Purchase, Inventory, and eCommerce applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:124
|
||
msgid "Managing product exclusions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:126
|
||
msgid ""
|
||
"The following examples are all based on a product template that has two "
|
||
"attributes:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128
|
||
msgid "T-Shirt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130
|
||
msgid "Color: Blue, Red, White"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:133
|
||
msgid ""
|
||
"With the above product template, there are 15 different t-shirt variants in "
|
||
"three different colors and five different sizes. If the white t-shirts are "
|
||
"not available in the XXL size, then that variant can be deactivated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137
|
||
msgid ""
|
||
"To deactivate a particular product variant, go to :menuselection:`Sales --> "
|
||
"Products --> Products` and select the relevant product. Next, click on the "
|
||
":guilabel:`Configure Variants` button, open the relevant product variant "
|
||
"attribute value form (in this example, the :guilabel:`White Color` "
|
||
"attribute), and then click on :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:142
|
||
msgid ""
|
||
"In the :guilabel:`Exclude for` section, click :guilabel:`Add a line` and "
|
||
"select any product(s) and/or specific attribute values that are currently "
|
||
"unavailable. Finally, click :guilabel:`Save` to apply the setting, and Odoo "
|
||
"will automatically show the product variant as unavailable on the eCommerce "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rstNone
|
||
msgid "Excluding attributes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152
|
||
msgid "Setting a price per variant"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:154
|
||
msgid ""
|
||
"Extra costs can be added to a product's standard price for specific product "
|
||
"variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:156
|
||
msgid ""
|
||
"To do this, open :menuselection:`Sales --> Products --> Products`, and click"
|
||
" on the relevant product. Next, click on :guilabel:`Configure Variants` to "
|
||
"access the list of product variant values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:160
|
||
msgid ""
|
||
"Then, click on a variant value, and :guilabel:`Edit`. In the "
|
||
":guilabel:`Value Price Extra` field, type in the additional cost for this "
|
||
"particular value. This amount is added to the standard price. Finally, click"
|
||
" :guilabel:`Save` to apply the extra price to the value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rstNone
|
||
msgid "Value Price Extra setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
|
||
msgid "Impact of variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:171
|
||
msgid ""
|
||
":guilabel:`Barcode`: barcodes are associated with each variant instead of "
|
||
"the product template. Each individual variant can have its own unique "
|
||
"barcode/SKU."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174
|
||
msgid ""
|
||
":guilabel:`Price`: every product variant has its own public price, which is "
|
||
"the sum of the product template price and any extra charges for particular "
|
||
"attributes. For example, a red shirt's cost is $23 because the shirt's "
|
||
"template price is $20, plus an additional $3 for the red color variant. "
|
||
"Pricelist rules can be configured to apply to the product template or to the"
|
||
" variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:180
|
||
msgid ""
|
||
":guilabel:`Inventory`: inventory is counted for each individual product "
|
||
"variant. On the product template form, the inventory reflects the sum of all"
|
||
" variants, but the actual inventory is computed by individual variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:184
|
||
msgid ""
|
||
":guilabel:`Picture`: each product variant can have its own specific picture."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:187
|
||
msgid ""
|
||
"Changes to the product template automatically apply to every variant of that"
|
||
" product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
|
||
msgid "Process returns and refunds"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
|
||
msgid ""
|
||
"The :guilabel:`Sales` app provides two different ways to process returns "
|
||
"based on whether an invoice has been sent or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
|
||
msgid "Before invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
|
||
msgid ""
|
||
"Returns are completed using *Reverse Transfers* when a customer decides to "
|
||
"return a product before an invoice has been sent or validated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
|
||
msgid ""
|
||
"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also "
|
||
"be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
|
||
msgid ""
|
||
"To start a return, open the :guilabel:`Sales` app, navigate to the "
|
||
"customer's sales order, and click on the :guilabel:`Delivery` smart button "
|
||
"to open the associated delivery order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:20
|
||
msgid ""
|
||
"On the validated delivery order, click :guilabel:`Return` to open the "
|
||
":guilabel:`Reverse Transfer` pop-up window. By default, the "
|
||
":guilabel:`Quantity` matches the validated quantities from the delivery "
|
||
"order. Update the quantities if necessary. Click on the trash icon next to a"
|
||
" line item to remove it from the return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rstNone
|
||
msgid ""
|
||
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
|
||
"the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:29
|
||
msgid ""
|
||
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
|
||
"warehouse operation for the incoming returned product(s). Upon receiving the"
|
||
" return, the warehouse team validates the warehouse operation. Then, on the "
|
||
"original sales order, the :guilabel:`Delivered` quantity will reflect the "
|
||
"difference between the initial validated quantities and the returned "
|
||
"quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rstNone
|
||
msgid ""
|
||
"The updated \"Delivered\" quantity on the sales order after the reverse "
|
||
"transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:38
|
||
msgid ""
|
||
"When an invoice is created, the customer receives an invoice only for the "
|
||
"products they are keeping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:42
|
||
msgid "After invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:44
|
||
msgid ""
|
||
"Sometimes, customers return an item after they receive and/or pay for their "
|
||
"invoice. In these cases, a return using only *Reverse Transfers* is "
|
||
"insufficient since validated or sent invoices cannot be changed. However, "
|
||
"*Reverse Transfers* can be used in conjunction with *Credit Notes* to "
|
||
"complete the customer's return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:49
|
||
msgid ""
|
||
"To start a return, navigate to the relevant sales order. If there is a "
|
||
"payment registered on the sales order, then the payment details will appear "
|
||
"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`"
|
||
" smart button) will have a green banner across it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:53
|
||
msgid ""
|
||
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
|
||
" the validated delivery order. Then, click :guilabel:`Return` to open the "
|
||
":guilabel:`Reverse Transfer` pop-up window. Next, edit the "
|
||
":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and "
|
||
"then click :guilabel:`Return`. This generates a new warehouse operation for "
|
||
"the incoming returned product(s), which is validated by the warehouse team "
|
||
"once the return is received. Then, on the sales order, the "
|
||
":guilabel:`Delivered` quantity will reflect the difference between the "
|
||
"initial validated quantities and the returned quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:61
|
||
msgid ""
|
||
"To process a refund, navigate to the relevant invoice (from the sales order,"
|
||
" click on the :guilabel:`Invoices` smart button). Click :guilabel:`Add "
|
||
"Credit Note` from the validated invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rstNone
|
||
msgid ""
|
||
"The \"Credit Note\" pop-up window, to issue a credit to the customer after "
|
||
"invoicing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:68
|
||
msgid ""
|
||
"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to "
|
||
"use to process the credit can be specified. If a :guilabel:`Specific "
|
||
"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
|
||
msgid ""
|
||
"After the information is filled in, click :guilabel:`Reverse`. Then, "
|
||
":guilabel:`Edit` the draft as needed, and finally, click :guilabel:`Confirm`"
|
||
" to confirm the credit note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/taxes.rst:5
|
||
msgid "Set taxes"
|
||
msgstr "Cài thuế"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations.rst:5
|
||
msgid "Send Quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
|
||
msgid "Use quotations deadline to stimulate your customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
|
||
msgid ""
|
||
"When sending quotations, it is important to set a deadline to encourage your"
|
||
" customers to act. Indeed, this will stimulate them because they will be "
|
||
"afraid of missing a good deal and it will also allow you to protect yourself"
|
||
" in case you have to fulfill an order at a price that is no longer "
|
||
"profitable for you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
|
||
msgid "Set a deadline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
|
||
msgid ""
|
||
"With Odoo Sales, it is possible to instantly add an **Expiration Date** from"
|
||
" the quotation or the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rstNone
|
||
msgid "How to configure deadlines on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:22
|
||
msgid "Use deadline in your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:24
|
||
msgid ""
|
||
"It is also possible to add a deadline to every quotation template created. "
|
||
"Whenever a specific quotation template is used in a quote, its associated "
|
||
"deadline will be automatically applied. Be sure to check out our "
|
||
"documentation about :doc:`quote_template` to excel in their use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rstNone
|
||
msgid "How to use deadline in a quotation template on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
|
||
msgid ""
|
||
"By clicking on the **Customer Preview** button, you will be able to see when"
|
||
" the offer expires. For your information, the number of days will be the "
|
||
"same as those mentioned in the quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
|
||
msgid "How customers will see deadlines on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:44
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:115
|
||
msgid ":doc:`quote_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
|
||
msgid "Deliver and invoice to different addresses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
|
||
msgid ""
|
||
"With Odoo Sales, you can configure different addresses for delivery and "
|
||
"invoicing. For some customers, it will be very practical to define specific "
|
||
"billing and shipping addresses. Indeed, not everyone will have the same "
|
||
"delivery location as the invoicing location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
|
||
" **Customer Addresses** feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rstNone
|
||
msgid "How to enable different customer addresses on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21
|
||
msgid "Add addresses from a quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
|
||
msgid ""
|
||
"When you create a quotation, you must add a customer. This customer can be a"
|
||
" company or a person with specific billing and shipping addresses already "
|
||
"defined and registered in the system, or it can be a new customer. In this "
|
||
"case, you have to **Create and edit** the contact form for your new customer"
|
||
" and link it, if necessary, to a company. In this contact form, you will be "
|
||
"able to add, delete and modify invoice and delivery addresses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rstNone
|
||
msgid "How to add addresses from a quotation on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:35
|
||
msgid ""
|
||
"If you select a customer with defined invoice and delivery addresses, Odoo "
|
||
"will automatically use them to fill in the fields. Now, if you want to "
|
||
"change it instantly, it is possible to do so directly from the quotation or "
|
||
"the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40
|
||
msgid "Add addresses from a contact form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:42
|
||
msgid ""
|
||
"Previously, we talked about the contact form that you can fill in directly "
|
||
"from a quotation or a sales order to add billing and shipping addresses to "
|
||
"customers. But, if you go to :menuselection:`Sales --> Orders --> "
|
||
"Customers`, you can create or modify every customer you want and add, delete"
|
||
" or modify invoice and delivery addresses instantly there, before creating a"
|
||
" quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rstNone
|
||
msgid "How to add addresses from a contact form on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:54
|
||
msgid "Deal with different addresses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56
|
||
msgid ""
|
||
"Like for the previous example, go to :menuselection:`Sales --> Orders --> "
|
||
"Customers` and create a new customer. There, you can add company information"
|
||
" but, more importantly, you can enter billing and shipping addresses under "
|
||
"the **Contacts & Addresses** tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rstNone
|
||
msgid "How to manage different customer addresses on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:65
|
||
msgid ""
|
||
"Once done, you can return to your Sales dashboard and create a new "
|
||
"quotation. Now, if you enter your new customer, you will see that the other "
|
||
"fields will fill in by themself with the information previously saved for "
|
||
"billing and shipping addresses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rstNone
|
||
msgid "Automatic quotation fields filling on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74
|
||
msgid ""
|
||
"With Odoo Sales, it is now very convenient to play with various addresses in"
|
||
" terms of invoice and delivery features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
||
msgid "Get paid to confirm an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
||
msgid ""
|
||
"In general, online payments are considered as a fast and secure alternative "
|
||
"to traditional payment methods. It is generally cheaper, easier and faster "
|
||
"than other payment methods. It is particularly useful and efficient for "
|
||
"international transactions. With Odoo Sales, you can use online payments to "
|
||
"get automatic orders confirmation. Online payments are made instantly, so "
|
||
"it's very convenient and saves lots of time in a basic sales process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
|
||
msgid "Enable online payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
|
||
" **Online Payment** feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rstNone
|
||
msgid "How to enable online payment on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22
|
||
msgid ""
|
||
"There, you will have direct access to the **Payment Providers** page. It "
|
||
"will allow you to select and configure your providers of choice. Before "
|
||
"creating or modifying a payment provider, be sure to check out our "
|
||
"documentation about how to be paid with payment providers such as "
|
||
":doc:`/applications/finance/payment_providers/paypal`, "
|
||
":doc:`/applications/finance/payment_providers/authorize`, and others in the "
|
||
":doc:`/applications/finance/payment_providers` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30
|
||
msgid ""
|
||
"If you are familiar with this documentation: :doc:`quote_template`; you can "
|
||
"activate or not the **Online Payment** feature for each template you use, "
|
||
"under their confirmation tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
|
||
msgid "Register a payment"
|
||
msgstr "Ghi nhận thanh toán"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37
|
||
msgid ""
|
||
"After opening quotations from their received email, your customers will have"
|
||
" different possibilities to make their online payments. For example:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rstNone
|
||
msgid "How to register a payment on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46
|
||
msgid ""
|
||
"By clicking on the **Customer Preview** button, you will be able to see what"
|
||
" your customers will have to choose when it comes to payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51
|
||
msgid ":doc:`/applications/finance/payment_providers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52
|
||
msgid ":doc:`/applications/finance/payment_providers/paypal`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53
|
||
msgid ":doc:`/applications/finance/payment_providers/authorize`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
|
||
msgid "Get a signature to confirm an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
|
||
msgid ""
|
||
"Online signatures are like electronic \"fingerprints\". By using them on "
|
||
"Odoo, you will get automatic orders confirmation. You and your customers "
|
||
"will save a lot of time by using this feature compared to a traditional "
|
||
"process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:10
|
||
msgid "Activate online signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:12
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
|
||
" **Online Signature** feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rstNone
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
||
msgid "How to enable online signature on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:21
|
||
msgid ""
|
||
"If you are familiar with this documentation: :doc:`quote_template`, you can "
|
||
"activate or not the **Online Signature** feature for each quotation template"
|
||
" you use, under their confirmation tab. Example:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:31
|
||
msgid "Confirm an order with a signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:33
|
||
msgid ""
|
||
"When you send quotations to clients, they can instantly accept and sign it "
|
||
"online. When they click on **Sign & Pay**, they have the choice to draw "
|
||
"their own signature, automatically fill in the field with an automated "
|
||
"signature or load a file from their computer. Here below, it is an example "
|
||
"of an automated signature:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rstNone
|
||
msgid "How to confirm an order with a signature on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:43
|
||
msgid ""
|
||
"Once signed, you will have the possibility to choose your payment methods. "
|
||
"Then, when the quotation will be paid and confirmed, a delivery order will "
|
||
"be created automatically by Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:47
|
||
msgid ""
|
||
"Be careful that delivery orders are only generated for storable products and"
|
||
" if the **Inventory app** is already installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
|
||
msgid "Add optional products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
|
||
msgid ""
|
||
"The use of optional products is a marketing strategy for cross-selling "
|
||
"products along with a core product. The aim is to offer useful and related "
|
||
"products to your customers. For instance, if a customer wants to buy a car, "
|
||
"he has the choice to order an automatic opening trunk and massaging seats, "
|
||
"or not to order such high-quality products and simply buy his car."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:11
|
||
msgid "Add optional products to your quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:13
|
||
msgid ""
|
||
"With Odoo Sales, it is possible to add or modify optional products directly "
|
||
"on quotations (under the **Optional Products** tab, as you can see below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rstNone
|
||
msgid "How to add optional products to your quotations on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:22
|
||
msgid ""
|
||
"By clicking on the **Customer Preview** button, you will be able to see what"
|
||
" your customers will have as possibilities after opening a quotation from "
|
||
"their received email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:0
|
||
msgid "Preview your quotations on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:30
|
||
msgid ""
|
||
"In practice, your customers will be able to add different optional products "
|
||
"to their order by using associated carts, with a user-friendly layout. More "
|
||
"than that, if a customer selects all the optional products suggested, these "
|
||
"additional items will automatically fill in the quotation managed by the "
|
||
"salesman."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rstNone
|
||
msgid "How to select optional products on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:40
|
||
msgid ""
|
||
"Like this, salespeople will see each movement made by the customer and "
|
||
"tracking the order will be all the better."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rstNone
|
||
msgid "How to follow each movement made by your customers on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:49
|
||
msgid "Add optional products to your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:51
|
||
msgid ""
|
||
"Be sure to check out our documentation about :doc:`quote_template` to "
|
||
"understand how you can enable, create, design and manage your own quotation "
|
||
"templates before reading this part."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:54
|
||
msgid ""
|
||
"For quotation templates, you also have an **Optional Products** tab where "
|
||
"you can add related products or services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rstNone
|
||
msgid "How to add optional products to your quotation templates on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
|
||
msgid ""
|
||
"With Odoo Sales, it is now very easy to understand your customer's needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
|
||
msgid "Use product variants on quotations and sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
|
||
msgid ""
|
||
"Product variants can be added to quotations and sales orders using the "
|
||
"Product Configurator, Variant Grid Entry, or both."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11
|
||
msgid ""
|
||
"To enable product variants on quotations and sales orders, go to "
|
||
":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` "
|
||
"and activate one or both of the :guilabel:`Product Configurator` and "
|
||
":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to "
|
||
"apply the settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rstNone
|
||
msgid "Activating entry type settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20
|
||
msgid ""
|
||
"After saving the settings, configure the product form. Head over to "
|
||
":menuselection:`Sales --> Products --> Products` and select any product (or "
|
||
"click :guilabel:`Create` to create a new one). On the product form, click "
|
||
":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under "
|
||
":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product "
|
||
"Configurator` or :guilabel:`Order Grid Entry`. This selection determines "
|
||
"which method is used to add the product to quotations or sales orders. "
|
||
"Finally, click :guilabel:`Save` to apply the setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rstNone
|
||
msgid "Sales variant selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32
|
||
msgid ""
|
||
"The product must have at least two variants (one attribute with two values) "
|
||
"created in order for the :guilabel:`Sales Variant Selection` option to "
|
||
"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add "
|
||
"attributes and values to this product and create product variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
||
msgid "Use the Product Configurator"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` appears on a quotation or sales order "
|
||
"when products are added that have both variants configured and the "
|
||
":guilabel:`Product Configurator` option selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` lets salespeople choose exactly which "
|
||
"product variant to add to the quotation or sales order using a format "
|
||
"similar to online shopping. Color options display any HTML color codes set "
|
||
"up in the :guilabel:`Color` attribute. Features with an additional cost will"
|
||
" display the additional cost next to their name. Once the desired product "
|
||
"variant attributes are selected, click :guilabel:`Add` to add the product "
|
||
"variant to the quotation or sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rstNone
|
||
msgid "Product Configurator and Price Extras."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52
|
||
msgid ""
|
||
"By default, the product variant attributes are displayed on the quotation or"
|
||
" sales order in the :guilabel:`Description` column, but the "
|
||
":guilabel:`Product Variant` column can be added through the additional "
|
||
"options menu (3 vertical dots icon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57
|
||
msgid "Use Variant Grid Entries"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59
|
||
msgid ""
|
||
":guilabel:`Variant Grid Entries` appear on a quotation or sales order when "
|
||
"products are added that have both variants configured and the "
|
||
":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the "
|
||
"process of creating large, varied quotations by letting salespeople enter "
|
||
"exact quantities of each product variant all at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64
|
||
msgid ""
|
||
":guilabel:`Variant Grid Entry` displays a grid of every variant available "
|
||
"for the selected product. Choose the exact quantities of each product "
|
||
"variant for a quotation or sales order by typing in the number or using the "
|
||
"arrows. :guilabel:`Not Available` is displayed when a particular variant has"
|
||
" been deactivated in the database. Once all the product variants and their "
|
||
"quantities have been set, click :guilabel:`Confirm` to add them to the "
|
||
"quotation or sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rstNone
|
||
msgid "Variant Grid Entry pop-up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
||
msgid ""
|
||
"Each product variant appears as an individual line item on the quotation or "
|
||
"sales order, because each of these items has its own stock."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rstNone
|
||
msgid "Line items for grid variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
||
msgid "Use quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
|
||
msgid ""
|
||
"By creating custom quotation templates, you will save a lot of time. Indeed,"
|
||
" with the use of templates, you will be able to send complete quotations at "
|
||
"a fast pace."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:11
|
||
msgid ""
|
||
"To enable this feature, go to :menuselection:`Sales --> Configuration --> "
|
||
"Settings` and activate **Quotation Templates**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid "How to enable quotation templates on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
|
||
msgid ""
|
||
"For even more convenience, it is also recommended to add the **Quotation "
|
||
"Builder** feature which will help you design your quotation templates very "
|
||
"easily. This option will automatically install the Odoo Website App."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid "How to enable quotation builder on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:29
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:47
|
||
msgid "Create your first template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31
|
||
msgid ""
|
||
"Quotation templates are under :menuselection:`Sales --> Configuration`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
|
||
msgid ""
|
||
"You can create a new template or edit an existing one. Once named, you will "
|
||
"be able to select products and quantities as well as the expiration time of "
|
||
"the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid "Create a new quotation template on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:42
|
||
msgid "Design your template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:44
|
||
msgid ""
|
||
"You will have the possibility to design your template and edit the customer "
|
||
"interface in order to manage what clients will see before accepting and "
|
||
"paying the quotation. For example, you will be able to describe your "
|
||
"company, your services and your products. To do so, you can click on "
|
||
"**Edit** and you will be brought to the quotation builder."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid "Design your quotation template on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
|
||
msgid ""
|
||
"You can easily edit the content of your template by dragging & dropping "
|
||
"different building blocks to organize your quotation. For example, you can "
|
||
"add a content block to describe your products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid ""
|
||
"Drag & drop building blocks to create your quotation template on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63
|
||
msgid "Use a quotation template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65
|
||
msgid "When creating a quotation, you can choose a specific template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid "Select a specific template on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:73
|
||
msgid ""
|
||
"You can select any template of your choice and suggest it as the default "
|
||
"template in the **Sales** settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:77
|
||
msgid "Confirm the quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79
|
||
msgid ""
|
||
"Templates facilitate the confirmation process by allowing customers to sign "
|
||
"electronically or to pay online. You can activate these two options directly"
|
||
" in the quotation template itself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rstNone
|
||
msgid ""
|
||
"Allow your customers to sign electronically or to pay online on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:88
|
||
msgid ""
|
||
"Every quotation will now have this setting. Of course you can always change "
|
||
"it and make it specific for each quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:116
|
||
msgid ":doc:`get_signature_to_validate`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:117
|
||
msgid ":doc:`get_paid_to_validate`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:3
|
||
msgid "Add terms & conditions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:5
|
||
msgid ""
|
||
"Specifying terms and conditions is essential to set out important "
|
||
"contractual points such as payment terms, limitation of liability and "
|
||
"delivery terms between customers and sellers. Every seller must declare all "
|
||
"formal information concerning products and company policy. On the other "
|
||
"hand, each customer must take note of all these conditions before committing"
|
||
" to anything. With Odoo Sales, it is very easy to include your default terms"
|
||
" and conditions on every quotation, sales order, and invoice that you "
|
||
"manage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:13
|
||
msgid "Default Terms & Conditions"
|
||
msgstr "Điều khoản & Điều kiện Mặc định"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:18
|
||
msgid ""
|
||
"Go to :menuselection:`Accounting --> Configuration --> Settings` and "
|
||
"activate *Default Terms & Conditions*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid "How to enable Default Terms & Conditions on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:27
|
||
msgid ""
|
||
"Please note that this feature is activated via the settings of the "
|
||
"**Invoicing App** and **not** via the settings of the **Sales App**. "
|
||
"Moreover, you don't need to install the invoicing application since it is "
|
||
"done automatically with the installation of the sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:32
|
||
msgid "DT&C on your quotations, sales orders, and invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:34
|
||
msgid ""
|
||
"In the settings of the **Invoicing App**, you have the possibility to insert"
|
||
" your default terms and conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid "Default Terms & Conditions on quotation on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:42
|
||
msgid "They appear subsequently on every quotation, sales order, and invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:45
|
||
msgid "DT&C on your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:47
|
||
msgid ""
|
||
"According to your business needs, you can specify your terms and conditions "
|
||
"on your quotation templates. This is interesting if you have different terms"
|
||
" and conditions within your company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid ""
|
||
"Add Default Terms & Conditions to your quotation templates on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:56
|
||
msgid ""
|
||
"Be sure to check out our documentation about quotation templates: "
|
||
":doc:`quote_template`, to master each step of this amazing feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:60
|
||
msgid "General Terms & Conditions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:63
|
||
msgid "GT&C on your website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:65
|
||
msgid ""
|
||
"Use the **Website App** and create your own general terms and conditions "
|
||
"page. For example, here is the Odoo terms and conditions page:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid "General Terms & Conditions on your website"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:73
|
||
msgid ""
|
||
"You can refer to this page in the footer of all your documents. The layout "
|
||
"is available in the **General Settings** under the **Business Documents** "
|
||
"category. For example, this footer appears in every document from Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid "General Terms & Conditions in your business documents"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:83
|
||
msgid "GT&C as attachment in your emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:85
|
||
msgid ""
|
||
"Attach an external document with your general terms and conditions when you "
|
||
"are about to send your quotation by email to your customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid "General Terms & conditions as attachment in your email"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:94
|
||
msgid "GT&C as attachment in your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:96
|
||
msgid ""
|
||
"Create and edit email templates to set a default attachment for all "
|
||
"quotation emails that you will send in the future. To do so, you have to go "
|
||
"to :menuselection:`Sales --> Configuration --> Quotation templates` and "
|
||
"create a new quotation template or modify an existing one. Under the "
|
||
"confirmation tab, you are now able to activate online signatures, online "
|
||
"payments and to set a confirmation mail in which you have the possibility to"
|
||
" configure the default attachment. There, you can put your general terms & "
|
||
"conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rstNone
|
||
msgid "General Terms & conditions as attachment in your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:109
|
||
msgid ""
|
||
"To customize your email templates, activate the **developer mode** and go to"
|
||
" :menuselection:`Settings --> Technical --> Email --> Templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:112
|
||
msgid "With Odoo Sales it is now very simple to deal with terms & conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:8
|
||
msgid "Subscriptions"
|
||
msgstr "Gói đăng ký"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:10
|
||
msgid ""
|
||
"**Odoo Subscriptions** is used to run recurring businesses: sell new "
|
||
"contracts, upsell customers, keep the churn under control and have reporting"
|
||
" on the main KPIs: MRR, ARR, retention, churn, upselling, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:15
|
||
msgid ""
|
||
"`Odoo Tutorials: Subscriptions "
|
||
"<https://www.odoo.com/slides/subscription-20>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:3
|
||
msgid "Add subscription products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:5
|
||
msgid ""
|
||
"To properly sell your subscriptions using our amazing **Odoo Subscriptions**"
|
||
" application, you must follow these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:8
|
||
msgid "**Create your own subscription templates**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:9
|
||
msgid "**Create your own subscription products with the right settings**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:11
|
||
msgid ""
|
||
"As a result, you will be able to manage your subscriptions like any other "
|
||
"product, create your quotations and continue the sales flow to track the "
|
||
"number of subscriptions you sell and manage the revenue they generate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:18
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Subscription products` to learn how "
|
||
"you can configure your own subscription products. You have the possibility "
|
||
"to create a new product or edit an existing one. Once named, be careful to "
|
||
"select the option *Can be sold* and deselect *Can be purchased*. For the "
|
||
"product type, it is recommended to use *Service* for subscription products "
|
||
"as they are non-material products that you provide to your customers. "
|
||
"Finally, you can adapt your prices and also add an internal reference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rstNone
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:0
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:0
|
||
msgid "View of a subscription product form in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:30
|
||
msgid ""
|
||
"In the Sales tab, underneath the Subscriptions section, make sure the "
|
||
"*Subscription products* option is activated. In fact, if you create a "
|
||
"subscription product from the **Odoo Subscriptions** application, this "
|
||
"option is selected by default. However, if you create a product from another"
|
||
" application, it is not the case."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:39
|
||
msgid "You can also choose the subscription templates you want to use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:46
|
||
msgid ""
|
||
"Be sure to check out our documentation on how to create, edit and manage "
|
||
"your own :doc:`Subscription templates "
|
||
"<../../subscriptions/configuration/subscription_templates>` before creating "
|
||
"your own subscription products. Once created, check out our documentation on"
|
||
" how to :doc:`Create a quotation using subscription products "
|
||
"<../../subscriptions/sales_flow/create_a_quotation>`, to complete the sales "
|
||
"flow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:53
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:83
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:120
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:105
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:79
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:80
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:83
|
||
msgid ":doc:`../../subscriptions/configuration/subscription_templates`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_products.rst:54
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:85
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:122
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:107
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:82
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:85
|
||
msgid ":doc:`../../subscriptions/sales_flow/create_a_quotation`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:3
|
||
msgid "Use subscription templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:5
|
||
msgid ""
|
||
"The subscription business model is becoming more popular. Are you wondering "
|
||
"why?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:7
|
||
msgid "For **customers**, value lies in **convenience**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:9
|
||
msgid ""
|
||
"Subscriptions simplify the business process. Indeed, subscribers never have "
|
||
"to remember to renew their orders every month, which gives them the "
|
||
"assurance that they will have everything they need before they actually need"
|
||
" it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:12
|
||
msgid "Subscriptions help customers stay on budget."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:14
|
||
msgid ""
|
||
"For **businesses**, value lies in the **ability to predict recurring "
|
||
"revenue**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:16
|
||
msgid ""
|
||
"Subscriptions reduce customer churn rate and significantly increase customer"
|
||
" retention."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:17
|
||
msgid ""
|
||
"Subscriptions provide much higher payment security for your business. They "
|
||
"stabilize and maintain recurring revenue streams by guaranteeing monthly "
|
||
"revenues and adding value to your business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:27
|
||
msgid ""
|
||
"**Odoo Subscriptions** help you save time and money. Subscription templates "
|
||
"can help you generate recurring invoices and manage renewals at a fast pace."
|
||
" With Odoo you have the possibility to create, edit, and manage your own "
|
||
"subscription templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:34
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Configuration --> Subscription "
|
||
"templates`. By default, Odoo suggests you two types of subscription (MON - "
|
||
"Monthly subscription *vs* YEA - Yearly subscription). You can also create "
|
||
"your own ones."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rstNone
|
||
msgid "Default subscription templates on Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:43
|
||
msgid ""
|
||
"The **Odoo Subscriptions** application automatically installs **Odoo Sales**"
|
||
" and **Odoo Invoicing** as they work integrated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:49
|
||
msgid ""
|
||
"You can create a new template or edit an existing one. The first thing you "
|
||
"need to do is give your template a name. After that, choose an *Invoicing "
|
||
"period* and specify whether you would like to invoice your customers per "
|
||
"*Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if the "
|
||
"subscription must go on *Forever* (until it’s manually closed), or for a "
|
||
"*Fixed amount* of time. Among the payment options, an additional field "
|
||
"called *Invoice email* appears when you choose *Send*, *Send & try to "
|
||
"charge* or *Send after successful payment*. This field allows you to add an "
|
||
"invoice email template to your subscription templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rstNone
|
||
msgid "Create your own subscription templates on Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:61
|
||
msgid ""
|
||
"For each template, you can also choose if you want your customers to be able"
|
||
" to close their subscriptions or not. If enabled, you can set an *Automatic "
|
||
"closing* limit and specify the *Group of subscription* and *Journal* "
|
||
"options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:66
|
||
msgid ""
|
||
"On each template, you can add your **Terms and Conditions**. Specifying "
|
||
"terms and conditions is essential to set out important contractual points "
|
||
"between the customers and the sellers (payment, refund policy, cancellation,"
|
||
" complaints, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:0
|
||
msgid "Terms & conditions on Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:74
|
||
msgid ""
|
||
"Finally, if you want to know the basic running health status of your "
|
||
"subscriptions, you also have access to a specific tab called **Health "
|
||
"Check**. There, you can edit and create your own filters to define what is a"
|
||
" subscription in good health *vs* bad health. The system automatically "
|
||
"summarizes all the records corresponding to these filters and you are able "
|
||
"to manage them in one click."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:0
|
||
msgid "Health check on Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:85
|
||
msgid ""
|
||
"After creating your own subscription templates, be sure to check out our "
|
||
"documentation on how to create, edit and manage your own :doc:`Subscription "
|
||
"products <../../subscriptions/configuration/subscription_products>`, to "
|
||
"complete the sales flow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/configuration/subscription_templates.rst:91
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:84
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:121
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:106
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:80
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:81
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:84
|
||
msgid ":doc:`../../subscriptions/configuration/subscription_products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up.rst:5
|
||
msgid "Follow-up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:3
|
||
msgid "Set up automatic alerts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:5
|
||
msgid ""
|
||
"Now that your subscriptions are up and running, you want to stay up-to-date "
|
||
"with your customers. Some automation would be appreciated since you would "
|
||
"not want to go through the list of all your subscribers to check how things "
|
||
"are going. This is what the *Automatic Alerts* feature is for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:9
|
||
msgid ""
|
||
"For example, when customers subscribe to your magazine, you would probably "
|
||
"want to send them an email to welcome them and express your gratitude. Or, "
|
||
"if the satisfaction rate of your customers drops below 50%, you would "
|
||
"probably want to schedule a call with them to understand the reasons for "
|
||
"their dissatisfaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:14
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\""
|
||
" task for one of your salespeople so that he/she can try to understand your "
|
||
"customer's dissatisfaction, and finally, why not automatically send "
|
||
"satisfaction surveys so customers can evaluate your services? All of that is"
|
||
" now possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:20
|
||
msgid "Create a new automatic alert"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:22
|
||
msgid ""
|
||
"The following example shows how to create a new automatic alert to send "
|
||
"satisfaction surveys to your customers, by email, after one month of "
|
||
"subscription. To do so, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Alerts`, and create a new alert."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rstNone
|
||
msgid "New automatic alert in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:30
|
||
msgid ""
|
||
"On the *Apply on* section, first give the alert a name. Then, you can choose"
|
||
" to apply this alert on a subscription template, on a specific customer, or "
|
||
"even on a specific product. If you want to add more specifications, you can "
|
||
"also specify the value of your MRR, the change rate of your MRR over a "
|
||
"certain period of time, the value of the satisfaction rate, and even the "
|
||
"stage to which you want to apply this alert."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:37
|
||
msgid ""
|
||
"In this example, the alert is applied to a specific product, and the stage "
|
||
"goes from *Undefined* to *In Progress*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:40
|
||
msgid ""
|
||
"For the *Action* section, specify the *Action* and the *Trigger on*. If the "
|
||
"*Trigger on* is set to *Modification*, the action is triggered every time "
|
||
"there is a change or anything added to the subscription, and all the "
|
||
"conditions on the *Apply on* section are met. Now, if the *Trigger on* is "
|
||
"set to *Timed condition*, it means that the action is triggered based on the"
|
||
" type of *Trigger date*. After that, you can choose your *Action*. You have "
|
||
"the choice between *Create next activity*, *Set a tag on the subscription*, "
|
||
"*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the"
|
||
" customer* and *Send an SMS Text Message to the customer*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:50
|
||
msgid ""
|
||
"In the example above, the *Trigger on* is set to *Timed condition*, "
|
||
"therefore, a *Trigger date* and *Delay after trigger* need to be specified. "
|
||
"And because the *Send an email to the customer* action was adopted, an "
|
||
"*Email template* can be chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:54
|
||
msgid ""
|
||
"As a result, this alert will send a rating survey after one month, to the "
|
||
"customers who have purchased that specific product. The survey will appear "
|
||
"in the chatter of your respective subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rstNone
|
||
msgid "Satisfaction survey in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:63
|
||
msgid "Modify an existing automatic alert"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:65
|
||
msgid ""
|
||
"By default, Odoo suggests you an automatic alert called *Take action on less"
|
||
" satisfied clients*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rstNone
|
||
msgid "Modify an existing automatic alert in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:71
|
||
msgid ""
|
||
"This alert is applied to the *Rating Satisfaction* of your customers, and "
|
||
"the action is triggered on *Timed condition*. If their satisfaction rate is "
|
||
"lower than 50%, a salesperson contacts the customer. This action is "
|
||
"automatically assigned to the salesperson who manages the subscription, and "
|
||
"the due date is 5 days after the triggering of this action. This alert "
|
||
"ensures that your clients are happy and that you are taking actions if they "
|
||
"are not. It helps to keep your customer retention rates very high."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:79
|
||
msgid ""
|
||
"By editing the alert, you can modify the *Apply on*, the *Action* and "
|
||
"*Activity* sections, and adapt them to your own needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/follow_up/automatic_alerts.rst:86
|
||
msgid ":doc:`../../subscriptions/reporting/subscription_reports`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting.rst:5
|
||
msgid "Reporting"
|
||
msgstr "Báo cáo"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:3
|
||
msgid "Generate subscription reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:5
|
||
msgid ""
|
||
"As we know, understanding how our business is going, and where it is going, "
|
||
"is key to success. And particularly so when we offer subscription services "
|
||
"or products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:8
|
||
msgid ""
|
||
"Before getting to the heart of the matter, it is very important to recall "
|
||
"certain essential concepts to the proper understanding of the following "
|
||
"reports:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:11
|
||
msgid ""
|
||
"**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important "
|
||
"metric for subscription businesses. It shows the monthly revenue earned with"
|
||
" subscription-based products or services. It is a consistent number used to "
|
||
"track all recurring revenue over time, in monthly increments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:15
|
||
msgid ""
|
||
"**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based "
|
||
"on the current MRR, to estimate the coming year's performance. However, this"
|
||
" estimation does not take variations and growth into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rstNone
|
||
msgid "Difference between MRR and ARR in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:23
|
||
msgid ""
|
||
"**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything"
|
||
" else than subscription-based products or services. This includes gains of a"
|
||
" rare or unique nature that are unlikely to occur in the ordinary course of "
|
||
"businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:27
|
||
msgid ""
|
||
"**Customer Retention**: Practices to engage existing customers to continue "
|
||
"buying products or services from your business. Customer retention can be a "
|
||
"challenge, because you must prove you are worthy of your customers' trust."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:31
|
||
msgid ""
|
||
"**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the "
|
||
"churn rate can be defined, in this case, as the percentage of subscribers "
|
||
"who discontinued their subscriptions within a given time period. We can "
|
||
"distinguish two types of Churn:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:35
|
||
msgid "**Logo Churn**: It corresponds to the subscription cancellation rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:37
|
||
msgid ""
|
||
"**Revenue Churn**: It corresponds to the monthly recurring revenue loss "
|
||
"rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:40
|
||
msgid "Let's imagine a 2$ increase in a subscription service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:42
|
||
msgid ""
|
||
"We lost 3 customers out of the initial 20, which generates a **Logo Churn** "
|
||
"of 15%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:0
|
||
msgid ""
|
||
"Therefore, the 56$ of MRR difference out of the initial 600$ causes a "
|
||
"**Revenue Churn**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:0
|
||
msgid "of 9,33%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:0
|
||
msgid "Difference between logo churn and revenue churn in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:50
|
||
msgid ""
|
||
"Reminder: even though they seem to evolve in the same direction most of the "
|
||
"time, it might not be the case all the time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:53
|
||
msgid ""
|
||
"**Customer Lifetime Value (CLV)**: Indicates how much revenue can be "
|
||
"expected for a customer during his/her entire contract. This approach "
|
||
"emphasizes the importance of customer retention, shifting our focus from a "
|
||
"quarterly or yearly approach to a long-term one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:57
|
||
msgid ""
|
||
"Check out the different kinds of reports you can access from the **Odoo "
|
||
"Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:61
|
||
msgid "Subscriptions analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:63
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From "
|
||
"there, you can change the *Measures*. By default, Odoo uses the *Monthly "
|
||
"Recurring Revenue*. In addition to that, you can choose *Quantity*, "
|
||
"*Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example,"
|
||
" *Quantity* is added. This way, you can review both of these measures at the"
|
||
" same time. You can even *Group By Start Date* and, more precisely, by "
|
||
"*Week*, to get a clear view of your report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rstNone
|
||
msgid "Subscriptions analysis report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:74
|
||
msgid "Retention analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:76
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The "
|
||
"default measure applied is *Count*, but you can change to the appropriate "
|
||
"one for you. For the example below, *Monthly Recurring Revenue* was chosen, "
|
||
"and the *Month* periodicity remains intact. By using these criteria, you can"
|
||
" see the progression of the retention from its start."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rstNone
|
||
msgid "Retention analysis report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:86
|
||
msgid "Revenue KPIs report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:88
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From "
|
||
"there, you can check different KPIs: *Monthly Recurring Revenue*, *Net "
|
||
"Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-"
|
||
"Rate*, *Lifetime Value*, and more. You can also filter this information on "
|
||
"subscriptions, companies, and sales teams. This is useful if you are looking"
|
||
" for specific information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rstNone
|
||
msgid "Revenue KPIs report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:98
|
||
msgid ""
|
||
"The example below shows the *Monthly Recurring Revenue* detailed report. At "
|
||
"the moment, there is no data, which is the typical scenario for a new "
|
||
"business. But, as your company grows over the months, these graphs get "
|
||
"populated with more and more data. Once again, you can filter these specific"
|
||
" KPIs on subscriptions, companies, and sales teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rstNone
|
||
msgid "Detailed MRR report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:108
|
||
msgid "Salesperson dashboard report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rst:110
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Salesperson "
|
||
"Dashboard`. This page gives you a summary of your *Monthly Recurring "
|
||
"Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-"
|
||
"Recurring Invoices* for each of your salespeople. You can choose the period "
|
||
"you want to apply and the salesperson you want to analyze."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reporting/subscription_reports.rstNone
|
||
msgid "Salesperson dashboard report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow.rst:5
|
||
msgid "Sales flow"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:3
|
||
msgid "Close a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:5
|
||
msgid ""
|
||
"Losing a customer is always difficult, especially if you put a lot of effort"
|
||
" into getting them to sign up for your products/services. However, many "
|
||
"companies come up with dubious methods to reduce the probability of this "
|
||
"happening."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:14
|
||
msgid ""
|
||
"If you adopt such methods, you are among companies that actively and "
|
||
"indirectly spread the phobia of subscriptions, who do not think about how "
|
||
"negatively dissatisfied customers could impact their business and, who "
|
||
"frustrate the customers in a way or another. However, at some point, it is "
|
||
"understandable that you do not want your customers to be involved in your "
|
||
"subscription status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:19
|
||
msgid ""
|
||
"If you do not adopt such methods, you are among companies that continue to "
|
||
"evolve in a long-term subscription business model, especially in an era of "
|
||
"ultra-fast communications between dissatisfied customers, and who retain "
|
||
"their customers by making it easier for them to leave if they want to. By "
|
||
"giving them the opportunity to close their own subscriptions, your customers"
|
||
" do not feel trapped because they subscribed to your products/services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:25
|
||
msgid ""
|
||
"In summary, the **Odoo Subscriptions** application gives you the "
|
||
"**possibility to choose what you want to apply**. Indeed, you can decide "
|
||
"whether to give your customers the option to close their subscriptions "
|
||
"whenever they want to or to restrict this possibility. It depends on you and"
|
||
" we will show you how to do that in our amazing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:33
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Configuration --> Subscription "
|
||
"templates`. From there, you can create a new *Subscription template* or "
|
||
"modify an existing one. When editing your template, underneath the Invoicing"
|
||
" tab, you have the possibility to activate the option *Closable by "
|
||
"customer*. Once enabled, this option gives your customers the right to close"
|
||
" their own subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rstNone
|
||
msgid "Configuration to close your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:43
|
||
msgid ""
|
||
"Be sure to check out our documentation on how to :doc:`Use subscription "
|
||
"templates <../../subscriptions/configuration/subscription_templates>` to "
|
||
"fully understand the importance of this feature in a basic flow using the "
|
||
"**Odoo Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:49
|
||
msgid "Close your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:52
|
||
msgid "Administrator view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:54
|
||
msgid ""
|
||
"Once confirmed, a quotation becomes a sales order and a new subscription is "
|
||
"automatically created. Therefore, this subscription has the status *In "
|
||
"progress*. From there, you have the possibility to close the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rstNone
|
||
msgid ""
|
||
"Close your subscription from an administration point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:62
|
||
msgid ""
|
||
"By using the smart button *Close*, you have to enter a close reason. For "
|
||
"example, \"Subscription too expensive\", \"Subscription does not meet my "
|
||
"requirements\", \"Subscription reached its end date\", etc. Immediately "
|
||
"after confirming your close reason, you can observe that the status of the "
|
||
"subscription is now *Closed* and that the close reason is mentioned on the "
|
||
"subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rstNone
|
||
msgid "What happens when you close your subscription with Odoo Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:72
|
||
msgid "Customer view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:74
|
||
msgid ""
|
||
"As previously explained in the *Administrator view* part, from the "
|
||
"subscription form, you also have the possibility to visualize what your "
|
||
"customers see when managing their subscriptions thanks to the *Customer "
|
||
"preview* button. In this example, the customer has the choice to close "
|
||
"his/her subscription whenever he/she wants to, due to the *Close "
|
||
"Subscription* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rstNone
|
||
msgid ""
|
||
"Close your subscription from a customer point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:83
|
||
msgid ""
|
||
"By using this button, the customer can specify the reason for cancelling "
|
||
"his/her subscription and he/she can even leave a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rstNone
|
||
msgid ""
|
||
"What happens when customers close their subscription with Odoo "
|
||
"Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:90
|
||
msgid ""
|
||
"By confirming the cancellation, the customer is redirected to his/her "
|
||
"portal. The administrator is informed of this modification. Indeed, the "
|
||
"status of the subscription becomes *Closed* and a note appears in the "
|
||
"chatter with the new stage, the end date, the close reason, and the closing "
|
||
"text added by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rstNone
|
||
msgid ""
|
||
"What happens when customers close their subscription in Odoo Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/closing.rst:100
|
||
msgid ""
|
||
"Before closing a subscription, check out our documentation on how to "
|
||
":doc:`Create a quotation using subscription products "
|
||
"<../../subscriptions/sales_flow/create_a_quotation>` to understand how "
|
||
"subscriptions are managed in the **Odoo Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:3
|
||
msgid "Create a quotation using subscription products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:5
|
||
msgid ""
|
||
"Selling a digital product or service gives instant gratification. However, "
|
||
"you have to work hard for a new customer to make a purchase. It costs time "
|
||
"and money. By convincing customers to sign up for a subscription, you "
|
||
"maximize your income and streamline your cash flow. You can sell any type of"
|
||
" product or service through a subscription business model."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:15
|
||
msgid ""
|
||
"Here is a scenario using **Odoo Subscriptions** to create a quotation "
|
||
"including subscription products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:19
|
||
msgid "Create your first quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:21
|
||
msgid ""
|
||
"Before creating your first quotation, be sure to check out our documentation"
|
||
" on how to create and manage your own :doc:`Subscription templates "
|
||
"<../../subscriptions/configuration/subscription_templates>` and on how to "
|
||
"add :doc:`Subscription products "
|
||
"<../../subscriptions/configuration/subscription_products>` to your "
|
||
"templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:30
|
||
msgid ""
|
||
"These steps are **mandatory** to make a basic sales flow using **Odoo "
|
||
"Subscriptions**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:32
|
||
msgid ""
|
||
"Go to **Odoo Sales** and create a new quotation. Then, choose a customer and"
|
||
" add a product. Be careful to select a product that you previously "
|
||
"configured as a *Subscription product*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rstNone
|
||
msgid "View of a quotation form in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:39
|
||
msgid ""
|
||
"When your quotation is ready, you have the possibility to send it to your "
|
||
"customers or to confirm it. It is better to first *Send by email* the "
|
||
"quotation to your customers to have their confirmation and, then, *Confirm* "
|
||
"it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of"
|
||
" what your customers will see when receiving your quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rstNone
|
||
msgid "Customer preview of a quotation form in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:48
|
||
msgid ""
|
||
"From there, your customers have three choices: *Sign & Pay* the quotation, "
|
||
"give you a *Feedback* or *Reject* the quotation. It appears that they are "
|
||
"very happy and accept the option *Sign & Pay*. Then, they have to validate "
|
||
"the order with a signature and by choosing a payment method. When it is "
|
||
"done, you can check out the quotation in **Odoo Sales** and *Confirm* it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:54
|
||
msgid "Manage your subscriptions from your SO"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:56
|
||
msgid ""
|
||
"Once confirmed, the quotation becomes a sales order and a new button "
|
||
"appears, *Subscriptions*. Indeed, a subscription is automatically created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rstNone
|
||
msgid "Quotation form in Odoo Sales with a button \"Subscriptions\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:63
|
||
msgid ""
|
||
"By clicking on the *Subscriptions* button, you can see that the status of "
|
||
"the subscription is *In progress*. From there, you will have three options: "
|
||
":doc:`Renew <../../subscriptions/sales_flow/renewals>`, :doc:`Close "
|
||
"<../../subscriptions/sales_flow/closing>` or :doc:`Upsell "
|
||
"<../../subscriptions/sales_flow/upselling>` your subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rstNone
|
||
msgid "Use of the intelligent button \"Subscriptions\" in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:73
|
||
msgid ""
|
||
"In the top-right corner, you can see the status of the subscription. When a "
|
||
"subscription is new and created from **Odoo Subscriptions**, the status is "
|
||
"*Draft*. When a sales order has been validated, the status is *In progress*."
|
||
" Finally, when a customer decides to close his subscription, the status "
|
||
"becomes *Closed*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:81
|
||
msgid ":doc:`../../subscriptions/sales_flow/renewals`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:82
|
||
msgid ":doc:`../../subscriptions/sales_flow/closing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst:83
|
||
msgid ":doc:`../../subscriptions/sales_flow/upselling`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:3
|
||
msgid "Renew a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:5
|
||
msgid ""
|
||
"The key feature of a subscription business model is the recurring nature of "
|
||
"payments. In this model, customers pay a recurring amount in exchange for "
|
||
"access to a product or a service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:14
|
||
msgid ""
|
||
"Each subscriber experiences this renewal process monthly, annually, or "
|
||
"sometimes more, depending on the duration of the contract. Most subscription"
|
||
" companies choose to automate their renewal processes but, in some cases, "
|
||
"manual subscription renewals are still the preferred option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:18
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can have all your subscriptions in one "
|
||
"application, suggest an automatic subscription renewal to your customers (as"
|
||
" well as a manual one) and, finally, filter all your subscriptions and "
|
||
"easily find those to renew (with the help of the tag *To renew*)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:23
|
||
msgid "Renew your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:25
|
||
msgid ""
|
||
"Before renewing a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation "
|
||
"<../../subscriptions/sales_flow/create_a_quotation>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to renew the "
|
||
"subscription. In the Other Info tab, underneath the To Renew section, you "
|
||
"can activate the *To renew* option. When activated, a yellow tag "
|
||
"automatically appears in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rstNone
|
||
msgid "Renew your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:38
|
||
msgid ""
|
||
"The *To renew* tag is automatically ticked when a payment fails. This "
|
||
"indicator also appears on the customer portal. To visualize that, you just "
|
||
"have to click on the *Customer preview* button. The tag *To renew* appears "
|
||
"on the top right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:0
|
||
msgid "Customer preview of a renewal with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:46
|
||
msgid ""
|
||
"When a subscription needs to be renewed, you have the possibility to use a "
|
||
"new button called *Renewal quotation*. By clicking on it, a new quotation is"
|
||
" created. From there, start a basic sales flow allowing you to send the "
|
||
"quotation by email to your customers or to confirm it. It is better to first"
|
||
" *Send by email* the quotation to your customers in order to have their "
|
||
"confirmation and, then, *Confirm* it in **Odoo Sales**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:53
|
||
msgid ""
|
||
"In the Chatter of this new quotation, it is mentioned that \"This renewal "
|
||
"order has been created from the previous subscription\". Once confirmed by "
|
||
"your customers, this quotation becomes a sales order and a new sale is "
|
||
"mentioned in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:0
|
||
msgid "Renew a quotation with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:61
|
||
msgid ""
|
||
"By clicking on the *Sales* button, you have a summary of your sales orders "
|
||
"in a list view. The only difference between your two quotations is the "
|
||
"description underneath the *Subscription Management* category. There, you "
|
||
"can easily visualize which one is your renewal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:0
|
||
msgid "Renewal as Subscription Management form in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:70
|
||
msgid "Visualize your subscriptions to renew"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rst:72
|
||
msgid ""
|
||
"Finally, if you want to visualize all your subscriptions and easily find "
|
||
"those to renew, you can go to your *Subscriptions dashboard* and use the "
|
||
"filter *To renew*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/renewals.rstNone
|
||
msgid ""
|
||
"List view of all subscriptions and use of the filter to renew in Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:3
|
||
msgid "Upsell a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:5
|
||
msgid ""
|
||
"Subscriptions are recurrent and go on indefinitely. As time passes by, our "
|
||
"customers may want to modify them. We must then be able to adapt the prices "
|
||
"or change the products’ quantities to accommodate their needs. Two "
|
||
"situations can happen:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:9
|
||
msgid ""
|
||
"**Loyal customers:** This kind of customers already trust you as a brand. "
|
||
"Therefore, you are confident regarding what you offer since they keep paying"
|
||
" for your products and services. Consequently, it is easier to sell them "
|
||
"something additional than it would be to a new customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:14
|
||
msgid ""
|
||
"**New customers:** For this kind of customers, you have to come with "
|
||
"something new, something attractive. What about discounts? Typically, every "
|
||
"subscription ends after a certain given time. Making these types of offers "
|
||
"for new customers strengthens your relationships with them and also "
|
||
"increases their retention."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:27
|
||
msgid ""
|
||
"As previously explained, to upsell a subscription to new customers, it is "
|
||
"recommended to offer *Discounts*. To activate this option, go to "
|
||
":menuselection:`Sales --> Configuration --> Settings` and, under the "
|
||
"*Pricing* category, you have the possibility to grant discounts on sales "
|
||
"order lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rstNone
|
||
msgid "Activation of the discount option in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:36
|
||
msgid "Upsell your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:38
|
||
msgid ""
|
||
"Before upselling a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation "
|
||
"<../../subscriptions/sales_flow/create_a_quotation>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to upsell "
|
||
"your subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rstNone
|
||
msgid "Upsell your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:48
|
||
msgid ""
|
||
"By using the smart button *Upsell*, you are able to create a new quotation "
|
||
"with new subscription products and send it to your customers for approval."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rstNone
|
||
msgid ""
|
||
"Add products to your subscription via the upsell option in Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:56
|
||
msgid ""
|
||
"When the quotation is confirmed by your customers, the products are added to"
|
||
" the initial subscription. Quotation prices are, then, prorated to the "
|
||
"remaining time of the current invoicing period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:60
|
||
msgid ""
|
||
"Of course, before sending this new quotation to your customers, you can "
|
||
"change the unit price, taxes, and, even the discount you want to offer. The "
|
||
"smart button *Customer preview* is useful for mimicking the customer's "
|
||
"reaction. In this case, we can confidently say that the customer will *Sign "
|
||
"and pay* this new quotation. When it is done, you have to go back in edit "
|
||
"mode, confirm the quotation, and click on the smart button *Subscriptions* "
|
||
"to visualize all updates. From there, you can see that an additional line "
|
||
"has been added to the subscription with the new extra service the customer "
|
||
"wanted to purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rstNone
|
||
msgid "Visualize all your subscriptions updates with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:72
|
||
msgid ""
|
||
"In addition, by clicking on the *Sales* button, you have a summary of your "
|
||
"sales orders in a list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rstNone
|
||
msgid "List view of all sales orders created for a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/sales_flow/upselling.rst:79
|
||
msgid ""
|
||
"The only difference between your two sales orders is the description "
|
||
"underneath the *Subscription Management* category. There, you can easily "
|
||
"visualize which one is your upselling."
|
||
msgstr ""
|