3286 lines
145 KiB
Plaintext
3286 lines
145 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Lucia Pacheco, 2024
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# Josep Anton Belchi, 2024
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# Pablo Rojas <rojaspablo88@gmail.com>, 2024
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# Braulio D. López Vázquez <bdl@odoo.com>, 2024
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# Iran Villalobos López, 2024
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# Wil Odoo, 2024
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# Fernanda Alvarez, 2024
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# Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-05-31 09:59+0000\n"
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"PO-Revision-Date: 2024-03-30 23:40+0000\n"
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"Last-Translator: Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2024\n"
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"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: es\n"
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"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr "Fundamentos de Odoo"
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "Actividades"
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#: ../../content/applications/essentials/activities.rst:5
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msgid "*Activities* are follow-up tasks tied to a record in an Odoo database."
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msgstr ""
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"Las *Actividades* son tareas de seguimiento vinculadas a un registro en una "
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"base de datos de Odoo."
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#: ../../content/applications/essentials/activities.rst:9
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msgid ""
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"The icon used to display activities varies depending on the :ref:`activity "
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"type <activities/types>`:"
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msgstr ""
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"El icono que se usa para mostrar las actividades depende del :ref:`tipo de "
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"actividad <activities/types>`:"
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#: ../../content/applications/essentials/activities.rst:11
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msgid ""
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":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is "
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"scheduled."
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msgstr ""
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":guilabel:`🕘 (reloj)`: el icono predeterminado que aparece si no hay nada "
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"programado."
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#: ../../content/applications/essentials/activities.rst:12
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msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled."
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msgstr ""
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":guilabel:`📞 (teléfono)`: el icono que aparece si se programa una llamada "
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"por teléfono."
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#: ../../content/applications/essentials/activities.rst:13
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msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled."
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msgstr ""
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":guilabel:`✉️ (envelope)`: el icono que aparece si se programa un correo "
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"electrónico."
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#: ../../content/applications/essentials/activities.rst:14
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msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled."
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msgstr ""
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":guilabel:`✔️ (checkmark)`: el icono que aparece si se programa una "
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"actividad por hacer."
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#: ../../content/applications/essentials/activities.rst:15
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msgid ""
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":guilabel:`(group of people)`: this icon appears if a meeting is scheduled."
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msgstr ""
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":guilabel:`(grupo de personas)`: el icono que aparece si se programa una "
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"junta."
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#: ../../content/applications/essentials/activities.rst:16
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msgid ""
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":guilabel:`(arrow pointing up above a line)`: this icon appears if a "
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"document is scheduled to be uploaded."
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msgstr ""
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":guilabel:`(flecha sobre una línea apuntando hacia arriba)`: este icono "
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"aparece si se programa subir un documento."
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#: ../../content/applications/essentials/activities.rst:18
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msgid ""
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":guilabel:`(pencil in a box)`: this icon appears if a signature request is "
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"scheduled."
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msgstr ""
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":guilabel:`(lápiz en una caja)`: el icono que aparece si se programa la "
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"solicitud de una firma."
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#: ../../content/applications/essentials/activities.rst:21
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msgid "Schedule activities"
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msgstr "Planear actividades"
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#: ../../content/applications/essentials/activities.rst:23
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msgid ""
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"Activities can be scheduled on any page of the database that contains a "
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":ref:`chatter <activities/chatter>` thread, :ref:`Kanban view "
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"<activities/kanban>`, :ref:`list view <activities/list>`, or "
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":ref:`activities view <activities/activity>` of an application."
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msgstr ""
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"Las actividades se pueden programar en cualquier página de la base de datos "
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"que contenga un hilo de :ref:`chatter <activities/chatter>`, una :ref:`vista"
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" de kanban <activities/kanban>`, :ref:`lista de vista <activities/list>`, o "
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":ref:`vista de actividades<activities/activity>` de una aplicación."
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#: ../../content/applications/essentials/activities.rst:30
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msgid "Chatter"
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msgstr "Chatter"
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#: ../../content/applications/essentials/activities.rst:32
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msgid "Activities can be created from the chatter on any record."
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msgstr ""
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"Las actividades se pueden crear desde el chatter de cualquier registro."
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#: ../../content/applications/essentials/activities.rst:34
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msgid ""
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"To schedule a new activity, click the :guilabel:`Activities` button, located"
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" at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up "
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"window that appears, :ref:`fill out the Schedule Activity form "
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"<activities/form>`."
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msgstr ""
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"Para programar una actividad, haga clic en el botón :guilabel:`Actividades` "
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"ubicado en la parte superior del chatter de cualquier registro. En la "
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"ventana emergente :guilabel:`Programar actividad`, :ref:`llene el formulario"
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" para programar una actividad <activities/form>`."
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#: ../../content/applications/essentials/activities.rst-1
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msgid "New activity type form."
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msgstr "Formulario para un nuevo tipo de actividad."
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#: ../../content/applications/essentials/activities.rst:45
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msgid "Kanban view"
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msgstr "Vista de kanban"
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#: ../../content/applications/essentials/activities.rst:47
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msgid ""
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"Another way that activities are created is from the Kanban view in an "
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"application."
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msgstr ""
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"Las actividades también se pueden crear desde la vista de kanban de una "
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"aplicación."
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#: ../../content/applications/essentials/activities.rst-1
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msgid "The Kanban icon in the top menu, highlighted."
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msgstr "El icono kanban en la parte superior del menú, resaltado."
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#: ../../content/applications/essentials/activities.rst:53
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msgid ""
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"To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of "
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"an individual record."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:55
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msgid ""
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"Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the"
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" Schedule Activity form <activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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"Vista kanban de un flujo de CRM y la opción para planear una actividad."
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#: ../../content/applications/essentials/activities.rst:63
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#: ../../content/applications/essentials/activities.rst:82
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msgid ""
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"If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon"
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" is replaced by the icon that represents the existing scheduled activity. "
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"Click on the activity type's icon to schedule another activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:70
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msgid "List view"
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msgstr "Vista de lista"
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#: ../../content/applications/essentials/activities.rst:72
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msgid "Activities can also be created from a list view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:74
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msgid ""
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"If the :guilabel:`Activities` column is hidden, reveal it using the "
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":guilabel:`(additional options toggle)` icon in the far-right of the top "
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"row, represented by two horizontal lines with two dots."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:77
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msgid ""
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"Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is"
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" being added to, then click :guilabel:`+ Schedule an activity`. Proceed to "
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":ref:`fill out the Schedule Activity form <activities/form>` that appears."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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"Vista de lista de un flujo de CRM y la opción de planear una actividad."
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#: ../../content/applications/essentials/activities.rst:93
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msgid "Activity view"
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msgstr "Vista de actividad"
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#: ../../content/applications/essentials/activities.rst:95
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msgid ""
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"Most applications in Odoo have an *Activity* view available. If available, a"
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" :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main"
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" menu bar."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:98
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msgid ""
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"To open the activity view, click the :guilabel:`🕘 (clock)` activity icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "Top-right menu with the Activities icon called out."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:104
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msgid ""
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"In this view, all the available activities are listed in the columns, while "
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"the horizontal entries represent all the individual records."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:107
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msgid ""
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"Activities that appear green have a due date in the future, activities that "
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"appear orange are due today, while activities appearing red are overdue."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:110
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msgid ""
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"Color bars in each column represent records for specific activity types, and"
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" display a number indicating how many activities are scheduled for that "
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"type."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:113
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msgid ""
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"If multiple activity types are scheduled for a record, a number appears in "
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"the box, indicating the total number of scheduled activities."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:117
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msgid ""
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"Activity colors, and their relation to an activity's due date, is consistent"
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" throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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"Los colores de actividad, y su relación con la fecha limite de la misma, son"
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" consistentes en Odoo sin importar el tipo de actividad o de vista. "
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#: ../../content/applications/essentials/activities.rst:120
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msgid ""
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"To schedule an activity for a record, hover over the corresponding field, "
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"and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus "
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"sign)`, and then :ref:`fill out the Schedule Activity form "
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"<activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid ""
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"Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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"Vista de actividad de un flujo de CRM y la opción de planear una actividad."
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#: ../../content/applications/essentials/activities.rst:131
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msgid "Schedule Activity form"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:133
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msgid ""
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"Activities can be scheduled from many different places, such as from the "
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":ref:`chatter <activities/chatter>` of a record, or from one of multiple "
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"views in an application, when available: the :ref:`Kanban view "
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"<activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity "
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"view <activities/activity>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:138
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#: ../../content/applications/essentials/activities.rst:220
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msgid "Enter the following information on the form:"
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msgstr "Proporcione la siguiente información en el formulario:"
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#: ../../content/applications/essentials/activities.rst:140
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msgid ""
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":guilabel:`Activity Type`: select the type of activity from the drop-down "
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"menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, "
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":guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other "
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"applications are installed, additional options may be available."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:145
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msgid ""
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"Individual applications have a list of dedicated :ref:`activity types "
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"<activities/types>`. For example, installing the *Sales* application makes "
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":guilabel:`Order Upsell` available, while installing the *Sign* application "
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"makes :guilabel:`Request Signature` available."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:149
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msgid ""
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":guilabel:`Summary`: enter a short title for the activity, such as `Discuss "
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"Proposal`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:150
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msgid ""
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":guilabel:`Due Date`: using the calendar popover, select the activity's "
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"deadline."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:151
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msgid ""
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":guilabel:`Assigned to`: by default, the current user populates this field. "
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"To assign a different user to the activity, select them from the drop-down "
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"menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:153
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msgid ""
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":guilabel:`Notes`: add any additional information for the activity in this "
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"field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:155
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msgid ""
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"When the :guilabel:`Schedule Activity` pop-up window is completed, click one"
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" of the following buttons:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:158
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msgid ""
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":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the"
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" activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:160
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msgid ""
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"Click on the desired date and time for the activity, and a :guilabel:`New "
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"Event` pop-up window appears. The summary from the *Schedule Activity* pop-"
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"up window populates the :guilabel:`Title` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:164
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msgid ""
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"Enter the information in the :guilabel:`New Event` pop-up window, then click"
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" :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is "
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"added to the chatter under the :guilabel:`Planned Activities` section."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:169
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msgid ""
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"The :guilabel:`Open Calendar` button **only** appears if the "
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":guilabel:`Activity Type` is set to either :guilabel:`Call` or "
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":guilabel:`Meeting`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:172
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msgid ""
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":guilabel:`Schedule`: schedules the activity, and adds the activity to the "
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"chatter under :guilabel:`Planned Activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:174
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msgid ""
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":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the"
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" chatter under :guilabel:`Today`. The activity is not scheduled, and is "
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"automatically marked as done."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:176
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msgid ""
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":guilabel:`Done & Schedule Next`: adds the details of the activity to the "
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"chatter under :guilabel:`Today`. The activity is not scheduled, is "
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"automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up"
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" window appears."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:179
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msgid ""
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":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule "
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"Activity` pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr "Vista de los leads en CRM y la opción para planear una actividad."
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#: ../../content/applications/essentials/activities.rst:188
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msgid "All scheduled activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:190
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msgid ""
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"To view a consolidated list of activities, organized by application, click "
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"the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:193
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msgid ""
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"If any activities are scheduled, the number of activities appear in a red "
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"bubble on the :guilabel:`🕘 (clock)` icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:196
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msgid ""
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"All activities for each application are further divided into subsections, "
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"indicating where in the application the activity is to be completed. Each "
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"sub-section lists the number of scheduled activities that are "
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":guilabel:`Late`, due :guilabel:`Today`, and scheduled in the "
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":guilabel:`Future`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:202
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msgid ""
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"In the *Time Off* application, one activity is scheduled to be done in the "
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"*All Time Off* requests dashboard, and six activities are scheduled to be "
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"done in the *Allocations* dashboard."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:205
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msgid ""
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"These requests appear in two separate lists in the all activities drop-down "
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"menu: one labeled `Time Off` and one labeled `Time Off Allocation`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"The list of activities that is accessed from the main menu bar. Two entries for the Time\n"
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"Off application are highlighted."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:214
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msgid "Request a document"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:216
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msgid ""
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"The option to :guilabel:`Request a Document` is available at the bottom of "
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"the list of :ref:`all scheduled activities <activities/all>`, the option to "
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":guilabel:`Request a Document` appears. Click :guilabel:`Request a "
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"Document`, and a :guilabel:`Request a file` pop-up window appears."
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||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:222
|
||
msgid ""
|
||
":guilabel:`Document Name`: enter a name for the document being requested."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:223
|
||
msgid ""
|
||
":guilabel:`Request To`: select the user the document is being requested from"
|
||
" using the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:225
|
||
msgid ""
|
||
":guilabel:`Due Date In`: enter a numerical value indicating when the "
|
||
"document is due. Next to this field, a :guilabel:`Days` field is visible. "
|
||
"Click :guilabel:`Days`, the default option, to reveal a drop-down menu. "
|
||
"Select the desired time-frame option from the list. The options are "
|
||
":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:229
|
||
msgid ""
|
||
":guilabel:`Workspace`: using the drop-down menu, select the specific "
|
||
":ref:`Workspace <documents/workspaces>` the document is being uploaded to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:231
|
||
msgid ""
|
||
":guilabel:`Tags`: select any desired tags from the drop-down menu. The "
|
||
"available tags displayed are based on the tags configured for the selected "
|
||
":guilabel:`Workspace`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:233
|
||
msgid ""
|
||
":guilabel:`Message`: enter a message to clarify the document request in this"
|
||
" field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:235
|
||
msgid ""
|
||
"When all the fields are completed, click :guilabel:`Request` to send the "
|
||
"document request."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst-1
|
||
msgid ""
|
||
"The Request a file form, with all fields filled out to request a contract."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:244
|
||
msgid "Activity types"
|
||
msgstr "Tipos de actividades"
|
||
|
||
#: ../../content/applications/essentials/activities.rst:246
|
||
msgid ""
|
||
"To view the currently configured types of activities in the database, "
|
||
"navigate to :menuselection:`Settings app --> Discuss section --> Activities "
|
||
"setting --> Activity Types`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst-1
|
||
msgid ""
|
||
"Activity Types button in the Settings application under the Discuss section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:253
|
||
msgid ""
|
||
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
|
||
"activity types are found."
|
||
msgstr ""
|
||
"Esto mostrará la página :guilabel:`Tipos de actividad`, donde podrá "
|
||
"encontrar los tipos de actividad existentes."
|
||
|
||
#: ../../content/applications/essentials/activities.rst-1
|
||
msgid "The list of activity types already configured and available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:260
|
||
msgid "Edit activity types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:262
|
||
msgid ""
|
||
"To edit an existing :ref:`activity type <activities/types>`, click on the "
|
||
"activity type, and the activity type form loads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:265
|
||
msgid ""
|
||
"Make any desired changes to the activity type form. The form automatically "
|
||
"saves, but it can be saved manually at any time by clicking the "
|
||
":guilabel:`Save Manually` option, represented by a :guilabel:`(cloud "
|
||
"upload)` icon, located in the top-left corner of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:270
|
||
msgid "Create new activity types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:272
|
||
msgid ""
|
||
"To create a new :ref:`activity type <activities/types>`, click "
|
||
":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank "
|
||
"activity type form loads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:275
|
||
msgid ""
|
||
"Enter a :guilabel:`Name` for the activity type at the top of the form, then "
|
||
"enter the following information on the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:279
|
||
msgid "Activity Settings section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:281
|
||
msgid ""
|
||
":guilabel:`Action`: using the drop-down menu, select an action associated "
|
||
"with this new activity type. Some actions trigger specific behaviors after "
|
||
"an activity is scheduled, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:284
|
||
msgid ""
|
||
":guilabel:`Upload Document`: if selected, a link to upload a document is "
|
||
"automatically added to the planned activity in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:286
|
||
msgid ""
|
||
":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option "
|
||
"to open their calendar to select a date and time for the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:288
|
||
msgid ""
|
||
":guilabel:`Request Signature`: if selected, a link to open a signature "
|
||
"request pop-up window is automatically added to the planned activity in the "
|
||
"chatter. This requires the Odoo *Sign* application to be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:293
|
||
msgid ""
|
||
"Available activity types vary based on the installed applications in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:295
|
||
msgid ""
|
||
":guilabel:`Folder`: select a specific :ref:`workspace "
|
||
"<documents/workspaces>` folder to save a document to. This field **only** "
|
||
"appears if :guilabel:`Upload Document` is selected for the "
|
||
":guilabel:`Action`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:299
|
||
msgid ""
|
||
"Using the drop-down menu, select the :guilabel:`Folder` the document is "
|
||
"saved to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:301
|
||
msgid ""
|
||
":guilabel:`Default User`: select a user from the drop-down menu to "
|
||
"automatically assign this activity to the selected user when this activity "
|
||
"type is scheduled. If this field is left blank, the activity is assigned to "
|
||
"the user who creates the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:304
|
||
msgid ""
|
||
":guilabel:`Default Summary`: enter a note to include whenever this activity "
|
||
"type is created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:307
|
||
msgid ""
|
||
"The information in the :guilabel:`Default User` and :guilabel:`Default "
|
||
"Summary` fields are included when an activity is created. However, they can "
|
||
"be altered before the activity is scheduled or saved."
|
||
msgstr ""
|
||
"La información en los campos :guilabel:`Usuario predeterminado` y "
|
||
":guilabel:`Resumen predeterminado` se incluye en la actividad creada. Sin "
|
||
"embargo, se pueden alterar antes de que la actividad se programe o se "
|
||
"guarde."
|
||
|
||
#: ../../content/applications/essentials/activities.rst:311
|
||
msgid ""
|
||
":guilabel:`Keep Done`: tick this checkbox to keep activities that have been "
|
||
"marked as `Done` visible in the :ref:`activity view <activities/activity>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:313
|
||
msgid ":guilabel:`Default Note`: enter any notes to appear with the activity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:316
|
||
msgid "Next Activity section"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:318
|
||
msgid ""
|
||
"It is possible to have another activity either suggested or triggered. To do"
|
||
" so, configure the :guilabel:`Next Activity` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:321
|
||
msgid ""
|
||
":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` "
|
||
"or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on "
|
||
"the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` "
|
||
"field is displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:326
|
||
msgid ""
|
||
"The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload"
|
||
" Document` is selected for the :guilabel:`Action`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:329
|
||
msgid ""
|
||
":guilabel:`Suggest/Trigger`: depending on what is selected for the "
|
||
":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or"
|
||
" :guilabel:`Trigger`. Using the drop-down menu, select the activity to "
|
||
"recommend or schedule as a follow-up task to the activity type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:332
|
||
msgid ""
|
||
":guilabel:`Schedule`: configure when the next activity is suggested or "
|
||
"triggered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:334
|
||
msgid ""
|
||
"First, enter a numerical value indicating when the activity is suggested or "
|
||
"triggered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:336
|
||
msgid ""
|
||
"Next to this field, a :guilabel:`Days` field is visible. Click "
|
||
":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the"
|
||
" desired time-frame option from the list. The options are :guilabel:`Days`, "
|
||
":guilabel:`Weeks`, or :guilabel:`Months`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:340
|
||
msgid ""
|
||
"Lastly, using the drop-down menu, select whether the activity is scheduled "
|
||
"or triggered either :guilabel:`after previous activity deadline` or "
|
||
":guilabel:`after completion date`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst-1
|
||
msgid "A new Activity form with all the fields filled out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/essentials/activities.rst:348
|
||
msgid ":doc:`../productivity/discuss`"
|
||
msgstr ":doc:`../productivity/discuss`"
|
||
|
||
#: ../../content/applications/essentials/activities.rst:349
|
||
msgid ":doc:`../productivity/discuss/team_communication`"
|
||
msgstr ":doc:`../productivity/discuss/team_communication`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:3
|
||
msgid "Export and import data"
|
||
msgstr "Exportar e importar datos"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:5
|
||
msgid ""
|
||
"In Odoo, it is sometimes necessary to export or import data for running "
|
||
"reports, or for data modification. This document covers the export and "
|
||
"import of data into and out of Odoo."
|
||
msgstr ""
|
||
"En Odoo, a veces es necesario exportar o importar datos para crear reportes "
|
||
"o para modificar datos. Este documento cubre la exportación e importación de"
|
||
" datos dentro y fuera de Odoo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:9
|
||
msgid ""
|
||
"Sometimes, users run into a 'time out' error, or a record does not process, "
|
||
"due to its size. This can occur with large exports, or in cases where the "
|
||
"import file is too large. To circumvent this limitation surrounding the size"
|
||
" of the records, process exports or imports in smaller batches."
|
||
msgstr ""
|
||
"Es posible que los usuarios obtengan un error de 'tiempo de espera agotado',"
|
||
" o que no se procese un registro debido al tamaño. Esto puede ocurrir con "
|
||
"exportaciones grandes, o en casos donde el archivo es muy grande. Para "
|
||
"evitar esta limitación en el tamaño de los archivos, es necesario procesar "
|
||
"exportaciones o importaciones en lotes más pequeños."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:16
|
||
msgid "Export data from Odoo"
|
||
msgstr "Exportar datos desde Odoo"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:18
|
||
msgid ""
|
||
"When working with a database, it is sometimes necessary to export data in a "
|
||
"distinct file. Doing so can aid in reporting on activities, although, Odoo "
|
||
"provides a precise and easy reporting tool with each available application."
|
||
msgstr ""
|
||
"Al trabajar en une base de datos a veces es necesario exportar datos a un "
|
||
"archivo en específico. Esto puede mejorar las actividades de reportes, "
|
||
"aunque Odoo ya brinda una herramienta de reportes precisa y fácil de usar en"
|
||
" cada aplicación disponible."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:22
|
||
msgid ""
|
||
"With Odoo, the values can be exported from any field in any record. To do "
|
||
"so, activate the list view (:guilabel:`≣ (four horizontal lines)` icon), on "
|
||
"the items that need to be exported, and then select the records that should "
|
||
"be exported. To select a record, tick the checkbox next to the corresponding"
|
||
" record. Finally, click on :guilabel:`⚙️ Action`, and then "
|
||
":guilabel:`Export`."
|
||
msgstr ""
|
||
"Con Odoo, los valores se pueden exportar desde cualquier campo en cualquier "
|
||
"registro. Para hacerlo, active la vista de lista (icono de :guilabel:`≣ "
|
||
"(cuatro líneas horizontales)`) en los artículos que quiere exportar y "
|
||
"después seleccione los registros que se deben exportar. Para seleccionar un "
|
||
"registro, marque la casilla de verificación a un lado del registro "
|
||
"correspondiente. Finalmente, haga clic en el botón :guilabel:`⚙️ Acción` y "
|
||
"luego en :guilabel:`Exportar`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "View of the different things to enable/click to export data."
|
||
msgstr ""
|
||
"Vista de las distintas cosas que es necesario habilitar o hacer clic para "
|
||
"exportar datos"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:31
|
||
msgid ""
|
||
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
|
||
"window appears, with several options for the data to export:"
|
||
msgstr ""
|
||
"Al hacer clic en :guilabel:`Exportar`, aparecerá una ventana emergente para "
|
||
":guilabel:`Exportar datos` con varias opciones para la exportación de datos:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Overview of options to consider when exporting data in Odoo.."
|
||
msgstr ""
|
||
"Resumen de las opciones que debe tomar en cuenta al exportar datos en "
|
||
"Odoo..."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:38
|
||
msgid ""
|
||
"With the :guilabel:`I want to update data (import-compatable export)` option"
|
||
" ticked, the system only shows the fields that can be imported. This is "
|
||
"helpful in the case where the existing records need to be updated. This "
|
||
"works like a filter. Leaving the box unticked, gives many more field options"
|
||
" because it shows all the fields, not just the ones that can be imported."
|
||
msgstr ""
|
||
"Con la opción de :guilabel:`Deseo actualizar datos (exportación compatible "
|
||
"con importación)` habilitada, el sistema solo muestra los campos que se "
|
||
"pueden importar. Esto es muy útil en caso de que quiera actualizar registros"
|
||
" existentes. Funciona como una especie de filtro, si no selecciona la "
|
||
"casilla tiene más opciones de campo porque muestra todos los campos, no solo"
|
||
" los que se pueden importar."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:42
|
||
msgid ""
|
||
"When exporting, there is the option to export in two formats: `.csv` and "
|
||
"`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds "
|
||
"information about all the worksheets in a file, including both content and "
|
||
"formatting."
|
||
msgstr ""
|
||
"Al exportar puede elegir dos formatos: `.csv` y `.xls`. Con `.csv`, los "
|
||
"elementos se separan con una coma, mientras que `.xls` almacena información "
|
||
"sobre todas las hojas de trabajo en un archivo e incluye tanto el contenido "
|
||
"como el formato."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:45
|
||
msgid ""
|
||
"These are the items that can be exported. Use the :guilabel:`> (right "
|
||
"arrow)` icon to display more sub-field options. Use the :guilabel:`Search` "
|
||
"bar to find specific fields. To use the :guilabel:`Search` option more "
|
||
"efficiently, click on all the :guilabel:`> (right arrows)` to display all "
|
||
"fields."
|
||
msgstr ""
|
||
"Estos son los elementos que se pueden exportar. Utilice el icono "
|
||
":guilabel:`> (flecha derecha)` para mostrar más opciones de subcampos. "
|
||
"Utilice la barra :guilabel:`Buscar` para encontrar campos específicos. Para "
|
||
"utilizar la opción :guilabel:`Buscar` de forma más eficaz, haga clic en "
|
||
"todas las :guilabel:`> (flechas hacia la derecha)` para mostrar todos los "
|
||
"campos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:49
|
||
msgid ""
|
||
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
|
||
":guilabel:`Fields to export` list."
|
||
msgstr ""
|
||
"El icono :guilabel:`+ (signo de más)` sirve para agregar campos a la lista "
|
||
":guilabel:`Campos por exportar`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:51
|
||
msgid ""
|
||
"The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be"
|
||
" used to move the fields up and down, to change the order in which they are "
|
||
"displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-"
|
||
"down arrow)` icon."
|
||
msgstr ""
|
||
"El icono :guilabel:`↕️ (flecha arriba-abajo)` a la izquierda de los campos "
|
||
"seleccionados se puede utilizar para mover los campos arriba y abajo y así "
|
||
"cambiar el orden en que se muestran en el archivo exportado. Arrastre y "
|
||
"suelte utilizando el icono :guilabel:`↕️ (flecha arriba-abajo)`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:54
|
||
msgid ""
|
||
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
|
||
":guilabel:`🗑️ (trash can)` icon to remove the field."
|
||
msgstr ""
|
||
"El icono :guilabel:`🗑️ (papelera)` se usa para quitar campos. Haga clic en "
|
||
"el icono :guilabel:`🗑️ (papelera)` para quitar campos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:56
|
||
msgid ""
|
||
"For recurring reports, it is helpful to save export presets. Select all the "
|
||
"needed fields, and click on the template drop-down menu. Once there, click "
|
||
"on :guilabel:`New template`, and give a unique name to the export just "
|
||
"created. Click the :guilabel:`💾 (floppy drive)` icon to save the "
|
||
"configuration. The next time the same list needs to be exported, select the "
|
||
"related template that was previously saved from the drop-down menu."
|
||
msgstr ""
|
||
"Para los reportes recurrentes, es útil guardar preconfiguraciones de "
|
||
"exportación. Seleccione todos los campos necesarios y haga clic en el menú "
|
||
"desplegable de plantillas. Una vez allí, haga clic en :guilabel:`Nueva "
|
||
"plantilla`, y nombre a la exportación que acaba de crear. Haga clic en el "
|
||
"icono :guilabel:`💾 (disquete)` para guardar la configuración. La próxima "
|
||
"vez que sea necesario exportar la misma lista, seleccione en el menú "
|
||
"desplegable la plantilla relacionada que se guardó anteriormente."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:63
|
||
msgid ""
|
||
"It is helpful to know the field's external identifier. For example, "
|
||
":guilabel:`Related Company` in the export user interface is equal to "
|
||
"*parent_id* (external identifier). This is helpful because then, the only "
|
||
"data exported is what should be modified and re-imported."
|
||
msgstr ""
|
||
"Es útil saber el identificador externo del campo. Por ejemplo, "
|
||
":guilabel:`Empresa relacionada` en la interfaz de exportación del usuario es"
|
||
" igual que el identificador externo *parent_id*. Esto es útil porque así los"
|
||
" únicos datos exportados serán los que se deban modificar y volver a "
|
||
"importar."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:70
|
||
msgid "Import data into Odoo"
|
||
msgstr "Importar datos a Odoo"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:72
|
||
msgid ""
|
||
"Importing data into Odoo is extremely helpful during implementation, or in "
|
||
"times where data needs to be updated in bulk. The following documentation "
|
||
"covers how to import data into an Odoo database."
|
||
msgstr ""
|
||
"Importar datos a Odoo es muy útil sobre todo durante la implementación, o en"
|
||
" momentos cuando los datos necesitan actualizarse en lote. La documentación "
|
||
"siguiente habla sobre cómo importar datos a una base de datos de Odoo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:76
|
||
msgid ""
|
||
"Imports are permanent and **cannot** be undone. However, it is possible to "
|
||
"use filters (`created on` or `last modified`) to identify records changed or"
|
||
" created by the import."
|
||
msgstr ""
|
||
"Las importaciones son permanentes y **no** se pueden deshacer. Sin embargo, "
|
||
"es posible usar filtros (`Creado el` o `Última modificación`) para "
|
||
"identificar registros que se cambiaron o se crearon con la importación."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:80
|
||
msgid ""
|
||
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
|
||
" settings in the left menu. Doing so reveals an :menuselection:`Advanced` "
|
||
"menu. Included in this advanced menu are two options: :guilabel:`Track "
|
||
"history during import` and :guilabel:`Allow matching with subfields`."
|
||
msgstr ""
|
||
"Al activar el :ref:`modo de desarrollador <developer-mode>` se cambian los "
|
||
"ajustes de importación visibles en el menú de la izquierda. Al hacerlo, "
|
||
"aparecerá el menú :menuselection:`Avanzado`. En este menú avanzado se "
|
||
"incluyen dos opciones: :guilabel:`Registrar historial durante la "
|
||
"importación` y :guilabel:`Permitir emparejamiento con subcampos`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Advanced import options when developer mode is activated."
|
||
msgstr ""
|
||
"Opciones de importación avanzadas cuando se activa el modo desarrollador."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:88
|
||
msgid ""
|
||
"If the model uses openchatter, the :guilabel:`Track history during import` "
|
||
"option sets up subscriptions and sends notifications during the import, but "
|
||
"leads to a slower import."
|
||
msgstr ""
|
||
"Si el modelo utiliza openchatter, la opción :guilabel:`Registrar historial "
|
||
"durante la importación` configura las suscripciones y envía notificaciones "
|
||
"durante la importación, pero hace que la importación sea más lenta."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:91
|
||
msgid ""
|
||
"Should the :guilabel:`Allow matching with subfields` option be selected, "
|
||
"then all subfields within a field are used to match under the "
|
||
":guilabel:`Odoo Field` while importing."
|
||
msgstr ""
|
||
"Si selecciona la opción :guilabel:`Permitir emparejamiento con subcampos`, "
|
||
"entonces todos los subcampos dentro de un campo se usan para coincidir con "
|
||
"el :guilabel:`Campo Odoo` al realizar la importación."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:95
|
||
msgid "Get started"
|
||
msgstr "Empezar"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:97
|
||
msgid ""
|
||
"Data can be imported on any Odoo business object using either Excel "
|
||
"(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This "
|
||
"includes: contacts, products, bank statements, journal entries, and orders."
|
||
msgstr ""
|
||
"Los datos pueden ser importados en cualquier objeto empresarial de Odoo "
|
||
"usando formatos Excel (`.xlsx`) o :abbr:`CSV (Comma-separated Values)` "
|
||
"(`.csv`). Esto incluye: contactos, productos, extractos bancarios, asientos "
|
||
"y pedidos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:101
|
||
msgid ""
|
||
"Open the view of the object to which the data should be imported/populated, "
|
||
"and click on :menuselection:`⚙️ (Action) --> Import records`."
|
||
msgstr ""
|
||
"Abra la vista del objeto a la que desea importar los datos y haga clic en "
|
||
":menuselection:`⚙️ (Acción) --> Importar registros`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Action menu revealed with the import records option highlighted."
|
||
msgstr "El menú de acción con la opción para importar registros resaltada."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:108
|
||
msgid ""
|
||
"After clicking :guilabel:`Import records`, Odoo reveals a separate page with"
|
||
" templates that can be downloaded and populated with the company's own data."
|
||
" Such templates can be imported in one click, since the data mapping is "
|
||
"already done. To download a template click :guilabel:`Import Template for "
|
||
"Customers` at the center of the page."
|
||
msgstr ""
|
||
"Después de hacer clic en :guilabel:`Importar registros`, Odoo revela una "
|
||
"página separada con plantillas que pueden ser descargadas y rellenadas con "
|
||
"los datos propios de la empresa. Estas plantillas se pueden importar en un "
|
||
"solo clic, ya que la asignación de datos ya está hecha. Para descargar una "
|
||
"plantilla haga clic en :guilabel:`Importar Plantilla para Clientes` en el "
|
||
"centro de la página."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:114
|
||
msgid ""
|
||
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
||
":guilabel:`Formatting` options. These options do **not** appear when "
|
||
"importing the proprietary Excel file type (`.xls`, `.xlsx`)."
|
||
msgstr ""
|
||
"Al importar un archivo :abbr:`CSV (Comma-separated Values)`, Odoo "
|
||
"proporciona opciones de :guilabel:`formato`. Estas opciones **no** aparecen "
|
||
"al importar el tipo de archivo Excel propietario (`.xls`, `.xlsx`)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:0
|
||
msgid "Formatting options presented when a CVS file is imported in Odoo."
|
||
msgstr ""
|
||
"Las opciones de formato presentadas cuando un archivo CVS se importa a Odoo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:122
|
||
msgid ""
|
||
"Make necessary adjustments to the *Formatting* options, and ensure all "
|
||
"columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free "
|
||
"of errors. Finally, click :guilabel:`Import` to import the data."
|
||
msgstr ""
|
||
"Haga los ajustes necesarios a las opciones de *formato* y asegúrese de que "
|
||
"todas las columnas en el :guilabel:`campo de Odoo` y :guilabel:`Columna de "
|
||
"archivo` no tengan errores. Finalmente, haga clic en :guilabel:`Importar` "
|
||
"para importar los datos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:127
|
||
msgid "Adapt a template"
|
||
msgstr "Adaptar una plantilla"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:129
|
||
msgid ""
|
||
"Import templates are provided in the import tool of the most common data to "
|
||
"import (contacts, products, bank statements, etc.). Open them with any "
|
||
"spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, "
|
||
"etc.)."
|
||
msgstr ""
|
||
"En la herramienta de importación se proporcionan las plantillas para "
|
||
"importar los datos más comunes (contactos, productos, estados de cuenta "
|
||
"bancarios, etc.). Puede abrirlas con cualquier software de hojas de cálculo "
|
||
"(*Microsoft Office*, *OpenOffice*, *Google Drive*, entre otros)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:133
|
||
msgid "Once the template is downloaded, proceed to follow these steps:"
|
||
msgstr "Una vez que se descargue la plantilla, siga los siguientes pasos:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:135
|
||
msgid "Add, remove, and sort columns to best fit the data structure."
|
||
msgstr ""
|
||
"Agregue, elimine y organice columnas para que se adapten mejor a la "
|
||
"estructura de su información."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:136
|
||
msgid ""
|
||
"It is strongly advised to **not** remove the :guilabel:`External ID` (ID) "
|
||
"column (see why in the next section)."
|
||
msgstr ""
|
||
"Se le recomienda **no** quitar la columna :guilabel:`ID externo` (ID) (vea "
|
||
"por qué en la siguiente sección)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:138
|
||
msgid ""
|
||
"Set a unique ID to every record by dragging down the ID sequencing in the "
|
||
":guilabel:`External ID` (ID) column."
|
||
msgstr ""
|
||
"Configure un ID único para cada registro, solo tiene que arrastrar hacia "
|
||
"abajo la secuencia de ID en la columna :guilabel:`ID externo` (ID)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid ""
|
||
"An animation of the mouse dragging down the ID column, so each record has a "
|
||
"unique ID."
|
||
msgstr ""
|
||
"Una animación de un puntero bajando por la columna de ID para que cada "
|
||
"registro tenga un ID único."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:146
|
||
msgid ""
|
||
"When a new column is added, Odoo may not be able to map it automatically, if"
|
||
" its label does not fit any field within Odoo. However, new columns can be "
|
||
"mapped manually when the import is tested. Search the drop-down menu for the"
|
||
" corresponding field."
|
||
msgstr ""
|
||
"Al agregar una nueva columna, es posible que Odoo no pueda mapearla "
|
||
"automáticamente si la etiqueta no corresponde a ningún campo en Odoo pero "
|
||
"puede mapear las nuevas columnas de forma manual cuando pruebe la "
|
||
"importación. Busque el campo correspondiente en el menú desplegable.."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Drop-down menu expanded in the initial import screen on Odoo."
|
||
msgstr ""
|
||
"Menú desplegable expendido en la pantalla inicial de importación en Odoo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:154
|
||
msgid ""
|
||
"Then, use this field's label in the import file to ensure future imports are"
|
||
" successful."
|
||
msgstr ""
|
||
"Después, use la etiqueta de este campo para asegurar que las importaciones "
|
||
"futuras serán exitosas."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:157
|
||
msgid ""
|
||
"Another useful way to find out the proper column names to import is to "
|
||
"export a sample file using the fields that should be imported. This way, if "
|
||
"there is not a sample import template, the names are accurate."
|
||
msgstr ""
|
||
"Otra forma útil de averiguar los nombres de columna adecuados para importar "
|
||
"es exportar un archivo de muestra utilizando los campos que se deben "
|
||
"importar. De esta forma, si no existe una plantilla de importación de "
|
||
"muestra, los nombres serán correctos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:162
|
||
msgid "Import from another application"
|
||
msgstr "Importar desde otra aplicación"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:164
|
||
msgid ""
|
||
"The :guilabel:`External ID` (ID) is a unique identifier for the line item. "
|
||
"Feel free to use one from previous software to facilitate the transition to "
|
||
"Odoo."
|
||
msgstr ""
|
||
"El :guilabel:`ID externo` (ID) es un identificador único para cada línea de "
|
||
"artículo y puede usar el de su software anterior para facilitar la "
|
||
"transición a Odoo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:167
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
||
msgstr ""
|
||
"No es obligatorio establecer un ID al importar, pero es de gran ayuda en "
|
||
"muchos casos:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:169
|
||
msgid ""
|
||
"Update imports: import the same file several times without creating "
|
||
"duplicates."
|
||
msgstr ""
|
||
"Actualizar importaciones: importar el mismo archivo varias veces sin crear "
|
||
"duplicados."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:170
|
||
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
|
||
msgstr ""
|
||
":ref:`Importar campos relacionales <export_import_data/relation-fields>`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:172
|
||
msgid ""
|
||
"To recreate relationships between different records, the unique identifier "
|
||
"from the original application should be used to map it to the "
|
||
":guilabel:`External ID` (ID) column in Odoo."
|
||
msgstr ""
|
||
"Para recrear relaciones entre diferentes registros, el identificador único "
|
||
"de la aplicación original debe usarse para mapearlo a la columna "
|
||
":guilabel:`ID Externo` (ID) en Odoo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:175
|
||
msgid ""
|
||
"When another record is imported that links to the first one, use **XXX/ID** "
|
||
"(XXX/External ID) for the original unique identifier. This record can also "
|
||
"be found using its name."
|
||
msgstr ""
|
||
"Cuando se importe otro registro vinculado al primero, utilice **XXX/ID** "
|
||
"(XXX/ID externo) para el identificador único original. Este registro también"
|
||
" se puede encontrar utilizando su nombre."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:179
|
||
msgid ""
|
||
"It should be noted that there will be a conflict if two or more records have"
|
||
" the same name."
|
||
msgstr ""
|
||
"Es importante mencionar que habrá conflictos si dos o más registros tienen "
|
||
"el mismo nombre."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:181
|
||
msgid ""
|
||
"The :guilabel:`External ID` (ID) can also be used to update the original "
|
||
"import, if modified data needs to be re-imported later, therefore, it is a "
|
||
"good practice to specify it whenever possible."
|
||
msgstr ""
|
||
"El :guilabel:`ID externo` (ID) se utilizará para actualizar la importación "
|
||
"original si necesita volver a importar los datos modificados después, así "
|
||
"que es una buena práctica especificarlo siempre que sea posible."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:185
|
||
msgid "Field missing to map column"
|
||
msgstr "Campo faltante para mapear una columna"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:187
|
||
msgid ""
|
||
"Odoo heuristically tries to find the type of field for each column inside "
|
||
"the imported file, based on the first ten lines of the files."
|
||
msgstr ""
|
||
"Odoo heurísticamente intenta encontrar el tipo de campo para cada columna "
|
||
"dentro del archivo importado, basado en las primeras diez líneas de los "
|
||
"archivos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:190
|
||
msgid ""
|
||
"For example, if there is a column only containing numbers, only the fields "
|
||
"with the *integer* type are presented as options."
|
||
msgstr ""
|
||
"Por ejemplo, si hay una columna que sólo contiene números, sólo se presentan"
|
||
" como opciones los campos de tipo *entero*."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:193
|
||
msgid ""
|
||
"While this behavior might be beneficial in most cases, it is also possible "
|
||
"that it could fail, or the column may be mapped to a field that is not "
|
||
"proposed by default."
|
||
msgstr ""
|
||
"Aunque en la mayoría de los casos este comportamiento puede ser favorable, "
|
||
"también es posible que ocurra un error o que la columna se asigne a un campo"
|
||
" que no está propuesto de forma predeterminada."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:196
|
||
msgid ""
|
||
"If this happens, check the :guilabel:`Show fields of relation fields "
|
||
"(advanced) option`, then a complete list of fields becomes available for "
|
||
"each column."
|
||
msgstr ""
|
||
"SI esto pasa, marque la opción :guilabel:`Mostrar campos de campos "
|
||
"relacionados (avanzado)`, después una lista completa de campos estará "
|
||
"disponible para cada columna."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst-1
|
||
msgid "Searching for the field to match the tax column."
|
||
msgstr "Buscar el campo para vincular con la columna de impuesto."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:204
|
||
msgid "Change data import format"
|
||
msgstr "Cambiar el formato de importación de datos "
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:207
|
||
msgid ""
|
||
"Odoo can automatically detect if a column is a date, and tries to guess the "
|
||
"date format from a set of most commonly used date formats. While this "
|
||
"process can work for many date formats, some date formats are not "
|
||
"recognizable. This can cause confusion, due to day-month inversions; it is "
|
||
"difficult to guess which part of a date format is the day, and which part is"
|
||
" the month, in a date, such as `01-03-2016`."
|
||
msgstr ""
|
||
"Odoo puede detectar de forma automática si una columna es una fecha e "
|
||
"intentará deducir el formato de fecha a partir de un conjunto de formatos de"
|
||
" fecha utilizados con mayor frecuencia. Aunque este proceso puede funcionar "
|
||
"para varios formatos de fecha, algunos otros no se reconocerán. Esto puede "
|
||
"causar confusión debido a las inversiones de día y mes, es difícil deducir "
|
||
"qué parte de un formato de fecha es el día y qué parte es el mes en una "
|
||
"fecha, como en `01-03-2016`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:213
|
||
msgid ""
|
||
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
||
":guilabel:`Formatting` options."
|
||
msgstr ""
|
||
"Al importar un archivo :abbr:`CSV (Comma-separated Values)` file, Odoo le da"
|
||
" opciones de :guilabel:`Formato`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:216
|
||
msgid ""
|
||
"To view which date format Odoo has found from the file, check the "
|
||
":guilabel:`Date Format` that is shown when clicking on options under the "
|
||
"file selector. If this format is incorrect, change it to the preferred "
|
||
"format using *ISO 8601* to define the format."
|
||
msgstr ""
|
||
"Para ver qué formato de fecha encontró Odoo en el archivo, puede revisar el "
|
||
":guilabel:`formato de fecha` que aparece al hacer clic en las opciones en el"
|
||
" selector de archivos. Si este formato no es correcto, puede cambiarlo "
|
||
"usando la *ISO 8601* para definir el formato."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:221
|
||
msgid ""
|
||
"*ISO 8601* is an international standard, covering the worldwide exchange, "
|
||
"along with the communication of date and time-related data. For example, the"
|
||
" date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it "
|
||
"should be written as `1981-07-24`."
|
||
msgstr ""
|
||
"*ISO 8601* es una norma internacional que cubre el intercambio mundial, "
|
||
"junto con la comunicación de datos relacionados con la fecha y la hora. Por "
|
||
"ejemplo, el formato de fecha debe ser \"AAAA-MM-DD\". Así, en el caso del 24"
|
||
" de julio de 1981, debe escribirse \"1981-07-24\"."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:226
|
||
msgid ""
|
||
"When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to"
|
||
" store dates. This maintains locale date formats for display, regardless of "
|
||
"how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-"
|
||
"separated Values)` file, use Odoo's :guilabel:`Formatting` section to select"
|
||
" the date format columns to import."
|
||
msgstr ""
|
||
"Cuando importe archivos Excel (`.xls`, `.xlsx`), considere usar *celdas de "
|
||
"fecha* para almacenar fechas. Esto mantiene los formatos de fecha locales "
|
||
"para su visualización, independientemente de cómo se formatea la fecha en "
|
||
"Odoo. Cuando importe un archivo :abbr:`CSV (Comma-separated Values)`, use la"
|
||
" sección :guilabel:`Formato` de Odoo para seleccionar las columnas de "
|
||
"formato de fecha a importar."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:232
|
||
msgid "Import numbers with currency signs"
|
||
msgstr "Importar números con signos de divisa"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:234
|
||
msgid ""
|
||
"Odoo fully supports numbers with parenthesis to represent negative signs, as"
|
||
" well as numbers with currency signs attached to them. Odoo also "
|
||
"automatically detects which thousand/decimal separator is used. If a "
|
||
"currency symbol unknown to Odoo is used, it might not be recognized as a "
|
||
"number, and the import crashes."
|
||
msgstr ""
|
||
"Odoo es compatible con los números entre paréntesis para representar los "
|
||
"signos negativos, así como los números con los signos de divisa. Odoo "
|
||
"también detecta de forma automática qué separador de miles o decimales "
|
||
"utiliza. Si usa un símbolo de divisa que Odoo no conoce, es posible que no "
|
||
"se reconozca como un número y se bloqueará."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:240
|
||
msgid ""
|
||
"When importing a :abbr:`CSV (Comma-separated Values)` file, the "
|
||
":guilabel:`Formatting` menu appears on the left-hand column. Under these "
|
||
"options, the :guilabel:`Thousands Separator` can be changed."
|
||
msgstr ""
|
||
"Al importar un archivo :abbr:`CSV (Comma-separated Values)`, aparece el menú"
|
||
" :guilabel:`Formato` en la columna de la izquierda. En estas opciones, se "
|
||
"puede cambiar el :guilabel:`Separador de miles`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:244
|
||
msgid ""
|
||
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
|
||
msgstr ""
|
||
"Ejemplos de números compatibles (se usa treinta y dos mil como ejemplo):"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:246
|
||
msgid "32.000,00"
|
||
msgstr "32.000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:247
|
||
msgid "32000,00"
|
||
msgstr "32000,00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:248
|
||
msgid "32,000.00"
|
||
msgstr "32,000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:249
|
||
msgid "-32000.00"
|
||
msgstr "-32000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:250
|
||
msgid "(32000.00)"
|
||
msgstr "(32000.00)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:251
|
||
msgid "$ 32.000,00"
|
||
msgstr "$ 32,000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:252
|
||
msgid "(32000.00 €)"
|
||
msgstr "(32000.00 €)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:254
|
||
msgid "Example that will not work:"
|
||
msgstr "Ejemplos que no son compatibles:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:256
|
||
msgid "ABC 32.000,00"
|
||
msgstr "ABC 32,000.00"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:257
|
||
msgid "$ (32.000,00)"
|
||
msgstr "$ (32,000.00)"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:260
|
||
msgid ""
|
||
"A :guilabel:`() (parenthesis)` around the number indicates that the number "
|
||
"is a negative value. The currency symbol **must** be placed within the "
|
||
"parenthesis for Odoo to recognize it as a negative currency value."
|
||
msgstr ""
|
||
"Un :guilabel:`() (paréntesis)` alrededor del número indica que el número es "
|
||
"un valor negativo. El símbolo de moneda **debe** colocarse dentro del "
|
||
"paréntesis para que Odoo lo reconozca como un valor de moneda negativo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:265
|
||
msgid "Import preview table not displayed correctly"
|
||
msgstr ""
|
||
"Tabla de previsualización de la importación no se muestra correctamente"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:267
|
||
msgid ""
|
||
"By default, the import preview is set on commas as field separators, and "
|
||
"quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated "
|
||
"Values)` file does not have these settings, modify the "
|
||
":guilabel:`Formatting` options (displayed under the :guilabel:`Import` "
|
||
":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV"
|
||
" (Comma-separated Values)` file)."
|
||
msgstr ""
|
||
"De forma predeterminada, la vista previa de importación está configurada con"
|
||
" comas como separadores de campo y con comillas como delimitadores de texto."
|
||
" Si el archivo :abbr:`CSV (Valores separados por comas)` no cuenta con estos"
|
||
" ajustes, entonces modifique las opciones de :guilabel:`formato` que "
|
||
"aparecen en la barra de archivo :guilabel:`Importar CSV (Valores separados "
|
||
"por comas)` después de seleccionar el archivo :abbr:`CSV (Valores separados "
|
||
"por comas)`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:273
|
||
msgid ""
|
||
"If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a "
|
||
"separator, Odoo does **not** detect the separations. The file format options"
|
||
" need to be modified in the spreadsheet application. See the following "
|
||
":ref:`Change CSV file format <export_import_data/change-csv>` section."
|
||
msgstr ""
|
||
"Si el archivo :abbr:`CSV (Comma-separated Values)` tiene una tabulación como"
|
||
" separador, Odoo **no** detecta las separaciones. Las opciones de formato de"
|
||
" archivo necesitan modificarse en la aplicación de hoja de cálculo. Vea la "
|
||
"siguiente sección :ref:`Cambiar formato de archivo CSV "
|
||
"<export_import_data/change-csv>`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:281
|
||
msgid "Change CSV file format in spreadsheet application"
|
||
msgstr ""
|
||
"Cambiar el formato del archivo CSV en una aplicación de hoja de cálculo"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:283
|
||
msgid ""
|
||
"When editing and saving :abbr:`CSV (Comma-separated Values)` files in "
|
||
"spreadsheet applications, the computer's regional settings are applied for "
|
||
"the separator and delimiter. Odoo suggests using *OpenOffice* or "
|
||
"*LibreOffice*, as both applications allow modifications of all three options"
|
||
" (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box"
|
||
" --> Check the box 'Edit filter settings' --> Save`)."
|
||
msgstr ""
|
||
"Al editar y guardar archivos :abbr:`CSV (Comma-separated Values)` en "
|
||
"aplicaciones de hojas de cálculo, se aplica la configuración regional del "
|
||
"ordenador para el separador y el delimitador. Odoo sugiere usar *OpenOffice*"
|
||
" o *LibreOffice*, ya que ambas aplicaciones permiten modificar las tres "
|
||
"opciones (desde la aplicación *LibreOffice*, ir al cuadro de diálogo "
|
||
":menuselection:`'Guardar como' --> Marcar la casilla 'Editar configuración "
|
||
"de filtro' --> Guardar`)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:289
|
||
msgid ""
|
||
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
|
||
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
|
||
msgstr ""
|
||
"Microsoft Excel solo puede modificar la codificación al guardar (en el "
|
||
":menuselection:`cuadro de diálogo 'Guardar como' --> 'Herramientas' --> "
|
||
"Pestaña de codificación`)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:293
|
||
msgid "Difference between Database ID and External ID"
|
||
msgstr "Diferencias entre el ID de la base de datos y el ID externo"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:295
|
||
msgid ""
|
||
"Some fields define a relationship with another object. For example, the "
|
||
"country of a contact is a link to a record of the 'Country' object. When "
|
||
"such fields are imported, Odoo has to recreate links between the different "
|
||
"records. To help import such fields, Odoo provides three mechanisms."
|
||
msgstr ""
|
||
"Algunos campos definen una relación con otro objeto. Por ejemplo, el país de"
|
||
" un contacto es un enlace a un registro del objeto 'País'. Cuando se "
|
||
"importan estos campos, Odoo tendrá que volver a crear enlaces entre los "
|
||
"diferentes registros. Para ayudarle a importar dichos campos, Odoo "
|
||
"proporciona tres mecanismos."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:300
|
||
msgid "**Only one** mechanism should be used per field that is imported."
|
||
msgstr "**Solo un** mecanismo debe usarse por campo importado."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:302
|
||
msgid ""
|
||
"For example, to reference the country of a contact, Odoo proposes three "
|
||
"different fields to import:"
|
||
msgstr ""
|
||
"Por ejemplo, para referenciar el país de un contacto, Odoo propone tres "
|
||
"campos distintos para importar:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:304
|
||
msgid ":guilabel:`Country`: the name or code of the country"
|
||
msgstr ":guilabel:`País`: el nombre o código del país."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:305
|
||
msgid ""
|
||
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
|
||
" the ID PostgreSQL column"
|
||
msgstr ""
|
||
":guilabel:`País/ID de la base de datos`: el ID único de Odoo para un "
|
||
"registro, definido por la columna ID PostgreSQL."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:307
|
||
msgid ""
|
||
":guilabel:`Country/External ID`: the ID of this record referenced in another"
|
||
" application (or the `.XML` file that imported it)"
|
||
msgstr ""
|
||
":guilabel:`País/ID externo`: el ID de este registro al que se hace "
|
||
"referencia en otra aplicación (o el archivo `.XML` que lo importó)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:310
|
||
msgid ""
|
||
"For the country of Belgium, for example, use one of these three ways to "
|
||
"import:"
|
||
msgstr "Para Bélgica, por ejemplo, use una de estas tres maneras de importar:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:312
|
||
msgid ":guilabel:`Country`: `Belgium`"
|
||
msgstr ":guilabel:`País`: `Bélgica`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:313
|
||
msgid ":guilabel:`Country/Database ID`: `21`"
|
||
msgstr ":guilabel:`País/ID de la base de datos`: `21`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:314
|
||
msgid ":guilabel:`Country/External ID`: `base.be`"
|
||
msgstr ":guilabel:`País/ID externo`: `base.be`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:316
|
||
msgid ""
|
||
"According to the company's need, use one of these three ways to reference "
|
||
"records in relations. Here is an example when one or the other should be "
|
||
"used, according to the need:"
|
||
msgstr ""
|
||
"Según las necesidades de la empresa, utilice una de estas 3 formas de "
|
||
"referenciar registros en relaciones. Deberá usar una u otra, según sea "
|
||
"necesario, aquí tiene un ejemplo:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:319
|
||
msgid ""
|
||
"Use :guilabel:`Country`: this is the easiest way when data comes from "
|
||
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
|
||
msgstr ""
|
||
"Usar :guilabel:`país`: esta es la forma más sencilla cuando los datos "
|
||
"provienen de archivos :abbr:`CSV (Comma-separated Values)` que se crearon de"
|
||
" forma manual."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:321
|
||
msgid ""
|
||
"Use :guilabel:`Country/Database ID`: this should rarely be used. It is "
|
||
"mostly used by developers as the main advantage is to never have conflicts "
|
||
"(there may be several records with the same name, but they always have a "
|
||
"unique Database ID)"
|
||
msgstr ""
|
||
"Usar :guilabel:`país/ID de la base de datos`: es poco probable que use esta "
|
||
"notación, ya que en su mayoría la utilizan los desarrolladores. Su principal"
|
||
" ventaja es que nunca tiene conflictos (puede tener varios registros con el "
|
||
"mismo nombre, pero solo tendrán un ID de base de datos único)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:324
|
||
msgid ""
|
||
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
|
||
"from a third-party application."
|
||
msgstr ""
|
||
":guilabel:`Usar país/ID externo`: utilice el *ID externo* cuando importa "
|
||
"datos desde una aplicación de terceros."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:327
|
||
msgid ""
|
||
"When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` "
|
||
"files with the :guilabel:`External ID` (ID) column defining the *External "
|
||
"ID* of each record that is imported. Then, a reference can be made to that "
|
||
"record with columns, like `Field/External ID`. The following two :abbr:`CSV "
|
||
"(Comma-separated Values)` files provide an example for products and their "
|
||
"categories."
|
||
msgstr ""
|
||
"Cuando se utilicen *ID externos*, importe archivos :abbr:`CSV (Comma-"
|
||
"separated Values)` con la columna :guilabel:`ID externos` (ID) que define el"
|
||
" *ID externo* de cada registro que se importa. A continuación, se puede "
|
||
"hacer referencia a ese registro con columnas como `Campo/ID externo`. Los "
|
||
"dos archivos :abbr:`CSV (Comma-separated Values)` siguientes ofrecen un "
|
||
"ejemplo de productos y sus categorías."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:332
|
||
msgid ""
|
||
":download:`CSV file for categories "
|
||
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
||
msgstr ""
|
||
":download:`Archivo CSV para categorías "
|
||
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:334
|
||
msgid ""
|
||
":download:`CSV file for Products "
|
||
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
||
msgstr ""
|
||
":download:`Archivo CSV para productos "
|
||
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:340
|
||
msgid "Import relation fields"
|
||
msgstr "Importar campos de relación"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:342
|
||
msgid ""
|
||
"An Odoo object is always related to many other objects (e.g. a product is "
|
||
"linked to product categories, attributes, vendors, etc.). To import those "
|
||
"relations, the records of the related object need to be imported first, from"
|
||
" their own list menu."
|
||
msgstr ""
|
||
"Un objeto de Odoo siempre se relaciona con muchos otros, por ejemplo, un "
|
||
"producto está vinculado a categorías de productos, atributos, proveedores y "
|
||
"más. Para importar esas relaciones, primero debe importar los registros del "
|
||
"objeto relacionado desde su propio menú de lista."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:346
|
||
msgid ""
|
||
"This can be achieved by using either the name of the related record, or its "
|
||
"ID, depending on the circumstances. The ID is expected when two records have"
|
||
" the same name. In such a case add `/ ID` at the end of the column title "
|
||
"(e.g. for product attributes: `Product Attributes / Attribute / ID`)."
|
||
msgstr ""
|
||
"Esto puede hacerse mediante el nombre del registro relacionado o por su ID, "
|
||
"este último se espera cuando dos registros tienen el mismo nombre. En tal "
|
||
"caso, agregue `/ID` al final del título de la columna (por ejemplo, para "
|
||
"atributos de producto: `Atributos de producto / Atributo / ID`)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:351
|
||
msgid "Options for multiple matches on fields"
|
||
msgstr "Opciones para varias coincidencias en campos"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:353
|
||
msgid ""
|
||
"If, for example, there are two product categories with the child name "
|
||
"`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the"
|
||
" validation is halted, but the data may still be imported. However, Odoo "
|
||
"recommends that the data is not imported because it will all be linked to "
|
||
"the first `Sellable` category found in the *Product Category* list (`Misc. "
|
||
"Products/Sellable`). Odoo, instead, recommends modifying one of the "
|
||
"duplicate's values, or the product category hierarchy."
|
||
msgstr ""
|
||
"Si, por ejemplo, hay dos categorías de producto con el nombre secundario `Se"
|
||
" puede vender` (por ejemplo, `Productos varios/Se puede vender` y `Otros "
|
||
"productos/Se puede vender`), su validación se detiene, pero aún puede "
|
||
"importar sus datos. Le recomendamos que no importe los datos, ya que todos "
|
||
"se vincularán a la primera categoría `Se puede vender` perteneciente a la "
|
||
"categoría *Lista de producto* (`Productos varios/Se puede vender`). Le "
|
||
"sugerimos que modifique uno de los valores duplicados o la jerarquía de la "
|
||
"categoría del producto."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:360
|
||
msgid ""
|
||
"However, if the company does not wish to change the configuration of product"
|
||
" categories, Odoo recommends making use of the *External ID* for this field,"
|
||
" 'Category'."
|
||
msgstr ""
|
||
"Sin embargo, si la empresa no desea cambiar la configuración de las "
|
||
"cateogrías de los producto, le recomendamos usar el *ID externo* para el "
|
||
"campo 'Categoría'."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:364
|
||
msgid "Import many2many relationship fields"
|
||
msgstr "Importar campos de relación many2many"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:366
|
||
msgid ""
|
||
"The tags should be separated by a comma, without any spacing. For example, "
|
||
"if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`"
|
||
" then 'Manufacturer,Retailer' needs to be encoded in the same column of the "
|
||
":abbr:`CSV (Comma-separated Values)` file."
|
||
msgstr ""
|
||
"Las etiquetas se deben separar con coma y sin espacios. Por ejemplo, si un "
|
||
"cliente debe vincularse a las etiquetas `Fabricante` y `Vendedor minorista` "
|
||
"entonces debe poner las etiquetas 'Fabricante,Vendedor minorista' en la "
|
||
"misma columna del archivo :abbr:`CSV (Comma-separated Values)`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:370
|
||
msgid ""
|
||
":download:`CSV file for Manufacturer, Retailer "
|
||
"<export_import_data/m2m_customers_tags.csv>`"
|
||
msgstr ""
|
||
":download:`Archivo CSV para Fabricante, Minorista "
|
||
"<export_import_data/m2m_customers_tags.csv>`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:373
|
||
msgid "Import one2many relationships"
|
||
msgstr "Importar relaciones one2many"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:375
|
||
msgid ""
|
||
"If a company wants to import a sales order with several order lines, a "
|
||
"specific row **must** be reserved in the :abbr:`CSV (Comma-separated "
|
||
"Values)` file for each order line. The first order line is imported on the "
|
||
"same row as the information relative to order. Any additional lines need an "
|
||
"additional row that does not have any information in the fields relative to "
|
||
"the order."
|
||
msgstr ""
|
||
"Si una empresa quiere importar una orden de venta con varias líneas de "
|
||
"orden, se **debe** reservar en el archivo :abbr:`CSV (Comma-separated "
|
||
"Values)` para cada línea de la orden. La primera línea de la orden se "
|
||
"importa en la misma hilera que la información relativa a la orden. Las "
|
||
"líneas adicionales necesitan una hilera adicional que no tenga ninguna "
|
||
"información en los campos relacionados a esa orden."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:380
|
||
msgid ""
|
||
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
|
||
"quotations that can be imported, based on demo data:"
|
||
msgstr ""
|
||
"Como ejemplo, aquí tiene un archivo :abbr:`CSV (Comma-separated Values)` de "
|
||
"algunas cotizaciones que se pueden importar según los datos de demostración:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:383
|
||
msgid ""
|
||
":download:`File for some Quotations "
|
||
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
||
msgstr ""
|
||
":download:`Archivo para algunas cotizaciones "
|
||
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:386
|
||
msgid ""
|
||
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
||
"purchase orders with their respective purchase order lines:"
|
||
msgstr ""
|
||
"El siguiente archivo :abbr:`CSV (Comma-separated Values)` muestra cómo "
|
||
"importar órdenes de compra con sus respectivas líneas de orden de compra:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:389
|
||
msgid ""
|
||
":download:`Purchase orders with their respective purchase order lines "
|
||
"<export_import_data/o2m_purchase_order_lines.csv>`"
|
||
msgstr ""
|
||
":download:`Órdenes de compra con sus respectivas líneas de orden de compra "
|
||
"<export_import_data/o2m_purchase_order_lines.csv>`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:392
|
||
msgid ""
|
||
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
||
"customers and their respective contacts:"
|
||
msgstr ""
|
||
"El siguiente archivo :abbr:`CSV (Comma-separated Values)` muestra cómo "
|
||
"importar clientes y sus respectivos contactos:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:395
|
||
msgid ""
|
||
":download:`Customers and their respective contacts "
|
||
"<export_import_data/o2m_customers_contacts.csv>`"
|
||
msgstr ""
|
||
":download:`Clientes y sus respectivos contactos "
|
||
"<export_import_data/o2m_customers_contacts.csv>`"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:399
|
||
msgid "Import records several times"
|
||
msgstr "Importar registros varias veces"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:401
|
||
msgid ""
|
||
"If an imported file contains one of the columns: :guilabel:`External ID` or "
|
||
":guilabel:`Database ID`, records that have already been imported are "
|
||
"modified, instead of being created. This is extremely useful as it allows "
|
||
"users to import the same :abbr:`CSV (Comma-separated Values)` file several "
|
||
"times, while having made some changes in between two imports."
|
||
msgstr ""
|
||
"Si un archivo importado contiene la columna :guilabel:`ID externo` o la "
|
||
"columna :guilabel:`ID de la base de datos`, los registros que ya se "
|
||
"importaron se modificarán en lugar de que se creen desde cero. Esto es uy "
|
||
"util ya que permite que los usuarios importen el mismo archivo :abbr:`CSV "
|
||
"(Comma-separated Values)` varias veces si se hicieron cambios durante dos "
|
||
"importaciones."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:406
|
||
msgid ""
|
||
"Odoo takes care of creating or modifying each record, depending if it is new"
|
||
" or not."
|
||
msgstr ""
|
||
"Odoo se asegura de crear o modificar cada registro, dependiendo de si es "
|
||
"nuevo o no."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:408
|
||
msgid ""
|
||
"This feature allows a company to use the *Import/Export tool* in Odoo to "
|
||
"modify a batch of records in a spreadsheet application."
|
||
msgstr ""
|
||
"Esta función permite que la empresa use la *herramienta de importación o "
|
||
"exportación* para modificar un lote de registros en la aplicación Hoja de "
|
||
"cálculo."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:412
|
||
msgid "Value not provided for a specific field"
|
||
msgstr "Valor no dado para un campo en específico"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:414
|
||
msgid ""
|
||
"If all fields are not set in the CSV file, Odoo assigns the default value "
|
||
"for every non-defined field. But, if fields are set with empty values in the"
|
||
" :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the"
|
||
" field, instead of assigning the default value."
|
||
msgstr ""
|
||
"Si no establece todos los campos en el archivo CVS, Odoo asigna el valor "
|
||
"predetermminado para cada campo no definido. Sin embargo, si un campo está "
|
||
"configurado con valores vacíos en el archivo :abbr:`CSV (Comma-separated "
|
||
"Values)`, Odoo configura el valor vacío en el campo, en lugar de asignar un "
|
||
"valor predeterminado."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:419
|
||
msgid "Export/import different tables from an SQL application to Odoo"
|
||
msgstr "Exportar o importar diferentes tablas de una aplicación SQL a Odoo"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:421
|
||
msgid ""
|
||
"If data needs to be imported from different tables, relations need to be "
|
||
"recreated between records belonging to different tables. For instance, if "
|
||
"companies and people are imported, the link between each person and the "
|
||
"company they work for needs to be recreated."
|
||
msgstr ""
|
||
"Si necesita importar datos de diferentes tablas, tendrá que volver a crear "
|
||
"relaciones entre registros que pertenecen a diferentes tablas. Por ejemplo, "
|
||
"si importa empresas e individuos, deberá volver a crear el vinculo entre "
|
||
"cada individuo y la empresa en la que trabajan."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:425
|
||
msgid ""
|
||
"To manage relations between tables, use the `External ID` facilities of "
|
||
"Odoo. The `External ID` of a record is the unique identifier of this record "
|
||
"in another application. The `External ID` must be unique across all records "
|
||
"of all objects. It is a good practice to prefix this `External ID` with the "
|
||
"name of the application or table. (like, 'company_1', 'person_1' - instead "
|
||
"of '1')"
|
||
msgstr ""
|
||
"Para gestionar las relaciones entre tablas, puede utilizar las funciones de "
|
||
"`ID externo` de Odoo. El `ID externo` de un registro es el identificador "
|
||
"único de este registro en otra aplicación. Este debe ser único en todos los "
|
||
"registros de todos los objetos, así que es una buena práctica anteponer este"
|
||
" `ID externo` al nombre de la aplicación o tabla, (como 'empresa_1', "
|
||
"'persona_1' en lugar de '1')."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:430
|
||
msgid ""
|
||
"As an example, suppose there is an SQL database with two tables that are to "
|
||
"be imported: companies and people. Each person belongs to one company, so "
|
||
"the link between a person and the company they work for must be recreated."
|
||
msgstr ""
|
||
"Como ejemplo, supongamos que hay una base de datos SQL con dos tablas que se"
|
||
" necesitan importar: empresas y personas. Cada persona pertenece a una "
|
||
"empresa, entonces se debe volver a crear el vínculo entre una persona y la "
|
||
"empresa para la que trabajan."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:434
|
||
msgid ""
|
||
"Test this example, with a :download:`sample of a PostgreSQL database "
|
||
"<export_import_data/database_import_test.sql>`."
|
||
msgstr ""
|
||
"Pruebe este ejemplo con un :download:`ejemplo de una base de datos "
|
||
"PostgreSQL <export_import_data/database_import_test.sql>`."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:437
|
||
msgid ""
|
||
"First, export all companies and their *External ID*. In PSQL, write the "
|
||
"following command:"
|
||
msgstr ""
|
||
"Primero, exporte todas las empresas y sus *ID externos*. Escriba el "
|
||
"siguiente comando en PSQL:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:443
|
||
msgid ""
|
||
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
|
||
"file:"
|
||
msgstr ""
|
||
"Este comando SQL crea el siguiente archivo :abbr:`CSV (Comma-separated "
|
||
"Values)`:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:452
|
||
msgid ""
|
||
"To create the :abbr:`CSV (Comma-separated Values)` file for people linked to"
|
||
" companies, use the following SQL command in PSQL:"
|
||
msgstr ""
|
||
"Usaremos el siguiente comando SQL en PSWL para crear el archivo :abbr:`CSV "
|
||
"(Comma-separated Values)` para personas vinculadas a empresas:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:459
|
||
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
|
||
msgstr "Produce el siguiente archivo :abbr:`CSV (Comma-separated Values)`:"
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:469
|
||
msgid ""
|
||
"In this file, Fabien and Laurence are working for the Bigees company "
|
||
"(`company_1`), and Eric is working for the Organi company. The relation "
|
||
"between people and companies is done using the *External ID* of the "
|
||
"companies. The *External ID* is prefixed by the name of the table to avoid a"
|
||
" conflict of ID between people and companies (`person_1` and `company_1`, "
|
||
"who shared the same ID 1 in the original database)."
|
||
msgstr ""
|
||
"En el archivo anterior, Fabien y Laurence trabajan para la empresa Bigees "
|
||
"(`empresa_1`) y Eric trabaja para la empresa Organi. La relación entre "
|
||
"personas y empresas se realiza mediante el *ID externo* de las empresas. Se "
|
||
"usa el nombre de la tabla como prefijo del *ID externo* para evitar un "
|
||
"conflicto de ID entre personas y empresas (`persona_1` y `empresa_1` que "
|
||
"compartían el mismo ID 1 en la base de datos original)."
|
||
|
||
#: ../../content/applications/essentials/export_import_data.rst:475
|
||
msgid ""
|
||
"The two files produced are ready to be imported in Odoo without any "
|
||
"modifications. After having imported these two :abbr:`CSV (Comma-separated "
|
||
"Values)` files, there are four contacts and three companies (the first two "
|
||
"contacts are linked to the first company). Keep in mind to first import the "
|
||
"companies, and then the people."
|
||
msgstr ""
|
||
"Los dos archivos que se generaron están listos para importarse a Odoo sin "
|
||
"ninguna modificación. Tras importar estos dos archivos :abbr:`CSV (Comma-"
|
||
"separated Values)`, tendrá cuatro contactos y tres empresas, los dos "
|
||
"primeros contactos están vinculados a la primera empresa. Primero debe "
|
||
"importar las empresas y luego las personas."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:3
|
||
msgid "In-app purchases (IAP)"
|
||
msgstr "Compras dentro de la aplicación (IAP)"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:7
|
||
msgid ""
|
||
"In-app purchases (IAP) are optional services that enhance Odoo databases. "
|
||
"Each service provides its own specific features and functionality. A full "
|
||
"list of services is available on the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
msgstr ""
|
||
"Las compras dentro de la aplicación (conocidas como IAP) son servicios "
|
||
"opcionales que mejoran las bases de datos de Odoo y cada uno de ellos "
|
||
"proporciona sus propias funciones. Consulte la lista completa de servicios "
|
||
"en el `catálogo de IAP de Odoo <https://iap.odoo.com/iap/all-in-app-"
|
||
"services>`_."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
||
msgstr ""
|
||
"El catálogo de compras dentro de la aplicación con varios servicios "
|
||
"disponibles en iap.odoo.com."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:16
|
||
msgid ""
|
||
"The :guilabel:`SMS` service sends text messages to contacts directly from "
|
||
"the database, and the :guilabel:`Documents Digitization` service digitizes "
|
||
"scanned or PDF vendor bills, expenses, and resumes with optical character "
|
||
"recognition (OCR) and artificial intelligence (AI)."
|
||
msgstr ""
|
||
"El servicio de :guilabel:`SMS` envía mensajes de texto a sus contactos "
|
||
"directo desde la base de datos. El servicio de :guilabel:`digitalización de "
|
||
"documentos` digitaliza facturas de proveedores, gastos y currículums "
|
||
"escaneados o en formato PDF con reconocimiento óptico de caracteres (OCR) e "
|
||
"inteligencia artificial (IA)."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:20
|
||
msgid ""
|
||
"|IAP| services do **not** need to be configured or set up before use. Odoo "
|
||
"users can simply click on the service in the app to activate it. However, "
|
||
"each service requires its own prepaid credits, and when they run out, users "
|
||
"**must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
|
||
msgstr ""
|
||
"**No** es necesario que configure los servicios de |IAP| antes de usarlos. "
|
||
"Los usuarios de Odoo pueden hacer clic en el servicio en la aplicación para "
|
||
"activarlo. Sin embargo, cada servicio necesita de sus propios créditos "
|
||
"prepagados, y cuando se agotan, los usuarios **deben** :ref:`comprar más "
|
||
"<iap/buying_credits>` para seguir utilizándolos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:25
|
||
msgid ""
|
||
"Enterprise Odoo users with a valid subscription get free credits to test IAP"
|
||
" features before deciding to purchase more credits for the database. This "
|
||
"includes demo/training databases, educational databases, and one-app-free "
|
||
"databases."
|
||
msgstr ""
|
||
"Los usuarios de Odoo Enterprise con una suscripción válida obtendrán "
|
||
"créditos gratuitos para probar las funciones de compras dentro de la "
|
||
"aplicación antes de que decidan comprar más créditos para la base de datos. "
|
||
"Esto incluye bases de datos de demostración y capacitación, bases de datos "
|
||
"educativas y bases de datos gratuitas de una sola aplicación."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:32
|
||
msgid "IAP services"
|
||
msgstr "Servicios de compras dentro de la aplicación"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:34
|
||
msgid ""
|
||
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
|
||
"wide range of uses."
|
||
msgstr ""
|
||
"Tanto Odoo como externos proporcionan los servicios de |IAP|, y tienen una "
|
||
"amplia variedad de usos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:36
|
||
msgid "The following |IAP| services are offered by Odoo:"
|
||
msgstr "Odoo ofrece los siguientes servicios de |IAP|:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:38
|
||
msgid ""
|
||
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
|
||
"expenses, and resumes with OCR and AI."
|
||
msgstr ""
|
||
":guilabel:`Digitalización de documentos`: digitaliza facturas de "
|
||
"proveedores, gastos y currículums escaneados o en formato PDF con "
|
||
"reconocimiento óptico de caracteres e inteligencia artificial."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:40
|
||
msgid ""
|
||
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
||
"with corporate data."
|
||
msgstr ""
|
||
":guilabel:`Autocompletado de contactos`: completa los registros de contacto "
|
||
"de forma automática con datos empresariales."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:41
|
||
msgid ""
|
||
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
|
||
"database."
|
||
msgstr ""
|
||
":guilabel:`SMS`: envía mensajes de texto SMS a sus contactos directo desde "
|
||
"la base de datos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:42
|
||
msgid ""
|
||
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
|
||
" converts web visitors into quality leads and opportunities."
|
||
msgstr ""
|
||
":guilabel:`Generación de leads`: genera leads según un conjunto de criterios"
|
||
" y convierte a los visitantes del sitio web en leads y oportunidades de "
|
||
"calidad."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:44
|
||
msgid ""
|
||
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
||
"post, worldwide."
|
||
msgstr ""
|
||
":guilabel:`Correo postal`: envía facturas de clientes y reportes de "
|
||
"seguimiento por correo postal por todo el mundo."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:45
|
||
msgid ""
|
||
":guilabel:`Signer identification with itsme®️`: ask document signatories in "
|
||
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
|
||
"which is available in Belgium and the Netherlands."
|
||
msgstr ""
|
||
":guilabel:`Identifíquese con itsme®️ para firmar sus documentos`: solicítele"
|
||
" a los signatarios de *Firma electrónica* de Odoo que proporcionen su "
|
||
"identidad a través de la plataforma de identidad *itsme®*. Solo está "
|
||
"disponible en Bélgica y los Países Bajos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:49
|
||
msgid ""
|
||
"For more information on every service currently available (offered from "
|
||
"developers other than Odoo), visit the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
||
msgstr ""
|
||
"Visite el `catálogo de IAP de Odoo <https://iap.odoo.com/iap/all-in-app-"
|
||
"services>`_ para obtener más información sobre los servicios disponibles por"
|
||
" el momento (los ofrecen desarrolladores externos a Odoo)."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:53
|
||
msgid "Use IAP services"
|
||
msgstr "Uso de los servicios de compras dentro de la aplicación"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:55
|
||
msgid ""
|
||
"|IAP| services are automatically integrated with Odoo, and do **not** "
|
||
"require users to configure any settings. To use a service, simply interact "
|
||
"with it wherever it appears in the database."
|
||
msgstr ""
|
||
"Los servicios de |IAP| están integrados con Odoo de forma automática y "
|
||
"**no** es necesario que los usuarios configuren ningún ajuste. Para utilizar"
|
||
" un servicio solo deberá interactuar con el desde cualquier lugar de la base"
|
||
" de datos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:59
|
||
msgid ""
|
||
"The following flow focuses on the *SMS* |IAP| service being used from a "
|
||
"contact's record."
|
||
msgstr ""
|
||
"El siguiente flujo está relacionado con el servicio de *SMS* de |IAP| que se"
|
||
" utiliza desde el registro de un contacto."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:61
|
||
msgid ""
|
||
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
|
||
msgstr ""
|
||
"Puede hacer esto si hace clic en el icono :guilabel:`📱 SMS` dentro de la "
|
||
"base de datos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The SMS icon on a typical contact information form located within an Odoo "
|
||
"database."
|
||
msgstr ""
|
||
"El icono de SMS en un formulario de información de contacto típico ubicado "
|
||
"dentro de una base de datos de Odoo."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:67
|
||
msgid ""
|
||
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
|
||
"following steps:"
|
||
msgstr ""
|
||
"Los siguientes pasos describen una de las maneras de utilizar el servicio "
|
||
"*SMS* de |IAP| con Odoo:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:69
|
||
msgid ""
|
||
"First, navigate to the :menuselection:`Contacts application`, and click on a"
|
||
" contact with a mobile phone number entered in either the :guilabel:`Phone` "
|
||
"or :guilabel:`Mobile` field of the contact form."
|
||
msgstr ""
|
||
"Vaya a la aplicación :menuselection:`Contactos` y haga clic en un contacto "
|
||
"con un número telefónico disponible en el campo :guilabel:`Teléfono` o "
|
||
":guilabel:`Celular` del formulario de contacto."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:73
|
||
msgid ""
|
||
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
|
||
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
|
||
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
|
||
msgstr ""
|
||
"Busque el icono :guilabel:`📱 SMS` que aparecen de lado derecho de los campos"
|
||
" :guilabel:`Teléfono` o :guilabel:`Celular`. Al hacer clic en el icono "
|
||
":guilabel:`📱 SMS` aparece la ventana emergente :guilabel:`Enviar mensaje de "
|
||
"texto SMS`."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:77
|
||
msgid ""
|
||
"Type a message in the :guilabel:`Message` field of the pop-up window. Then, "
|
||
"click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS,"
|
||
" to the contact, and logs what was sent in the *chatter* of the contact's "
|
||
"form."
|
||
msgstr ""
|
||
"Escriba un mensaje en el campo :guilabel:`Mensaje` de la ventana emergente, "
|
||
"haga clic en el botón :guilabel:`Enviar SMS`. Odoo enviará el mensaje, vía "
|
||
"SMS, al contacto y registrará lo que envió en el *chatter* del formulario "
|
||
"del contacto."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:81
|
||
msgid ""
|
||
"Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| "
|
||
"service are automatically deducted from the existing credits. If there are "
|
||
"not enough credits to send the message, Odoo prompts the user to purchase "
|
||
"more."
|
||
msgstr ""
|
||
"Los créditos prepagados para el servicio *SMS* de |IAP| se restan en "
|
||
"automático de los créditos existentes una vez que se envió el mensaje SMS. "
|
||
"Odoo le solicitará al usuario que compre más créditos en caso de que no haya"
|
||
" suficientes para enviar el mensaje."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:86
|
||
msgid ""
|
||
"For more information on how to use various |IAP| services, and for more in-"
|
||
"depth instructions related to SMS functionality in Odoo, review the "
|
||
"documentation below:"
|
||
msgstr ""
|
||
"Consulte la siguiente documentación para obtener más información sobre cómo "
|
||
"utilizar varios servicios de |IAP| e instrucciones más detalladas "
|
||
"relacionadas con la funcionalidad de SMS en Odoo:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:89
|
||
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
|
||
msgstr ":doc:`Minado de leads <../sales/crm/acquire_leads/lead_mining>`"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:90
|
||
msgid ""
|
||
":doc:`Enrich your contacts base with Partner Autocomplete "
|
||
"<../sales/crm/optimize/partner_autocomplete>`"
|
||
msgstr ""
|
||
":doc:`Enriquecer la base de contactos con la función Autocompletar contacto "
|
||
"<../sales/crm/optimize/partner_autocomplete>`"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:92
|
||
msgid ""
|
||
":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
|
||
msgstr ""
|
||
":doc:`Fundamentos de SMS "
|
||
"<../marketing/sms_marketing/essentials/sms_essentials>`"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:97
|
||
msgid "IAP credits"
|
||
msgstr "Créditos de compras dentro de la aplicación"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:99
|
||
msgid ""
|
||
"Every time an |IAP| service is used, the prepaid credits for that service "
|
||
"are spent. Odoo prompts the purchase of more credits when there are not "
|
||
"enough credits left to continue using a service. Email alerts can also be "
|
||
"set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
|
||
msgstr ""
|
||
"Cada que utiliza un servicio de |IAP| gasta los créditos prepagados para ese"
|
||
" servicio. Odoo le solicitará comprar más créditos cuando no cuenta con "
|
||
"suficientes para seguir utilizando un servicio. También pueden configurar "
|
||
"alertas por correo electrónico para cuando le :ref:`queden pocos créditos "
|
||
"<in_app_purchase/low-credits>`."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:103
|
||
msgid ""
|
||
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
|
||
" each service."
|
||
msgstr ""
|
||
"Los créditos se compran en *paquetes* con el `catálogo de IAP de Odoo "
|
||
"<https://iap.odoo.com/iap/all-in-app-services>`_ y los precios son "
|
||
"específicos para cada servicio."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:107
|
||
msgid ""
|
||
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
|
||
"packs available, in denominations of:"
|
||
msgstr ""
|
||
"El `servicio de SMS <https://iap.odoo.com/iap/in-app-services/1>`_ cuenta "
|
||
"con cuatro paquetes disponibles en las siguientes denominaciones:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:110
|
||
msgid ":guilabel:`Starter Pack`: 10 credits"
|
||
msgstr ":guilabel:`Paquete inicial`: 10 créditos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:111
|
||
msgid ":guilabel:`Standard Pack`: 100 credits"
|
||
msgstr ":guilabel:`Paquete estándar`: 100 créditos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:112
|
||
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
||
msgstr ":guilabel:`Paquete avanzado`: 500 créditos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:113
|
||
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
||
msgstr ":guilabel:`Paquete experto`: 1000 créditos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid "Four different packs of credits for the SMS IAP service."
|
||
msgstr "Cuatro paquetes de créditos distintos para el servicio SMS de IAP."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:119
|
||
msgid ""
|
||
"The number of credits consumed depends on the length of the SMS and the "
|
||
"country of destination."
|
||
msgstr ""
|
||
"El número de créditos consumidos depende de la longitud del SMS y el país de"
|
||
" destino."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:121
|
||
msgid ""
|
||
"For more information, refer to the :doc:`SMS Pricing and FAQ "
|
||
"<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
|
||
msgstr ""
|
||
"Consulte la documentación sobre :doc:`Precios de SMS y preguntas frecuentes "
|
||
"<../marketing/sms_marketing/pricing/pricing_and_faq>` para obtener más "
|
||
"información."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:127
|
||
msgid "Buy credits"
|
||
msgstr "Comprar créditos"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:129
|
||
msgid ""
|
||
"If there are not enough credits to perform a task, the database "
|
||
"automatically prompts the purchase of more credits."
|
||
msgstr ""
|
||
"De forma automática, la base de datos le solicitará comprar más créditos si "
|
||
"no cuenta con suficientes para realizar una tarea."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:132
|
||
msgid ""
|
||
"Users can check the current balance of credits for each service, and "
|
||
"manually purchase more credits, by navigating to the "
|
||
":menuselection:`Settings app --> Contacts section`, and beneath the "
|
||
":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
"Los usuarios pueden acceder a :menuselection:`Ajustes --> sección Contactos`"
|
||
" para consultar el saldo actual de créditos para cada servicio y comprar más"
|
||
" de forma manual. Una vez allí, vaya a :guilabel:`Compras dentro de la "
|
||
"aplicación de Odoo` y haga clic en :guilabel:`Ver mis servicios`."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:136
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| "
|
||
"services in the database. From here, click an |IAP| service to open its "
|
||
":guilabel:`Account Information` page, where additional credits can be "
|
||
"purchased."
|
||
msgstr ""
|
||
"Esta acción abrirá la página :guilabel:`Servicio de compras dentro de la "
|
||
"aplicación` en donde aparecen varios servicios de |IAP| de la base de datos."
|
||
" Una vez allí, haga clic en un servicio de |IAP| para abrir la página de "
|
||
":guilabel:`Información de la cuenta`, ahí podrá comprar créditos "
|
||
"adicionales."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:141
|
||
msgid "Manually buy credits"
|
||
msgstr "Comprar créditos de forma manual"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:143
|
||
msgid "To manually buy credits in Odoo, follow these steps:"
|
||
msgstr "Siga estos pasos para comprar créditos de forma manual en Odoo:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:145
|
||
msgid ""
|
||
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
|
||
" :guilabel:`Search...` bar. Alternatively users can scroll down to the "
|
||
":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where "
|
||
"it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
"Vaya a la aplicación :menuselection:`Ajustes` y escriba `Compras dentro de "
|
||
"la aplicación` en la :guilabel:`barra de búsqueda` o diríjase a la sección "
|
||
":guilabel:`Contactos`. Si va a la sección :guilabel:`Contactos` section, "
|
||
"busque :guilabel:`Compras dentro de la aplicación de Odoo` y haga clic en "
|
||
":guilabel:`Ver mis servicios`."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The Settings app showing the Odoo IAP heading and View My Services button."
|
||
msgstr ""
|
||
"La aplicación Ajustes muestra el encabezado de Compras dentro de la "
|
||
"aplicación de Odoo y el botón Ver mis servicios."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:154
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| "
|
||
"services in the database. From here, click an |IAP| service to open its "
|
||
":guilabel:`Account Information` page, where additional credits can be "
|
||
"purchased."
|
||
msgstr ""
|
||
"Esta acción abrirá la página de :guilabel:`Cuenta para compras dentro de la "
|
||
"aplicación` en donde aparecen varios servicios de |IAP| de la base de datos."
|
||
" Una vez allí, haga clic en un servicio de |IAP| para abrir la página de "
|
||
":guilabel:`Información de la cuenta`, ahí podrá comprar créditos "
|
||
"adicionales."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:158
|
||
msgid ""
|
||
"On the :guilabel:`Account Information` page, click the :guilabel:`Buy "
|
||
"Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` "
|
||
"page in a new tab. From here, click :guilabel:`Buy` on the desired pack of "
|
||
"credits. Then, follow the prompts to enter payment details, and confirm the "
|
||
"order."
|
||
msgstr ""
|
||
"Haga clic en el botón :guilabel:`Comprar créditos` de la página "
|
||
":guilabel:`Información de la cuenta`. La acción anterior abrirá la página "
|
||
":guilabel:`Comprar créditos para (Cuenta de compras dentro de la "
|
||
"aplicación)` en una nueva pestaña. Busque el paquete de créditos que desea "
|
||
"adquirir y haga clic en :guilabel:`Comprar`. Siga las indicaciones para "
|
||
"proporcionar los detalles de pago y confirmar su orden."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
||
msgid ""
|
||
"The SMS service page on IAP.Odoo.com with four packs of credits available "
|
||
"for purchase."
|
||
msgstr ""
|
||
"La página del servicio de SMS en iap.odoo.com muestra cuatro paquetes de "
|
||
"créditos disponibles para comprar."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:167
|
||
msgid ""
|
||
"Once the transaction is complete, the credits are available for use in the "
|
||
"database."
|
||
msgstr ""
|
||
"Una vez que la transacción haya terminado podrá usar los créditos en la base"
|
||
" de datos."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:172
|
||
msgid "Low-credit notification"
|
||
msgstr "Notificación sobre pocos créditos"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:174
|
||
msgid ""
|
||
"It is possible to be notified when credits are low, in order to avoid "
|
||
"running out of credits, while using an |IAP| service. To do that, follow "
|
||
"this process:"
|
||
msgstr ""
|
||
"Reciba notificaciones cuando tenga pocos créditos para que no se quede sin "
|
||
"ellos al usar un servicio de |IAP|. Siga las instrucciones a continuación:"
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:177
|
||
msgid ""
|
||
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
|
||
":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it "
|
||
"says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
||
msgstr ""
|
||
"Vaya a la aplicación :menuselection:`Ajustes` y escriba `Compras dentro de "
|
||
"la aplicación` en la :guilabel:`barra de búsqueda`. En la sección "
|
||
":guilabel:`Contactos` section, busque :guilabel:`Compras dentro de la "
|
||
"aplicación de Odoo` y haga clic en :guilabel:`Ver mis servicios`."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:181
|
||
msgid ""
|
||
"The available |IAP| accounts appear in a list view on the :guilabel:`IAP "
|
||
"Account` page. From here, click on the desired |IAP| account to view that "
|
||
"service's :guilabel:`Account Information` page."
|
||
msgstr ""
|
||
"Las cuentas de |IAP| disponibles aparecen en una vista de lista en la página"
|
||
" :guilabel:`Cuenta para compras dentro de la aplicación`. Allí haga clic en "
|
||
"la cuenta |IAP| deseada para ver la página :guilabel:`Información de la "
|
||
"cuenta` de ese servicio."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:184
|
||
msgid ""
|
||
"On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` "
|
||
"checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and"
|
||
" :guilabel:`Warning Email`."
|
||
msgstr ""
|
||
"En la página :guilabel:`Información de la cuenta` seleccione la casilla de "
|
||
"verificación :guilabel:`Recibir advertencia`. Esta acción abrirá dos campos "
|
||
"en el formulario: :guilabel:`Umbral` y :guilabel:`Correo para advertencia`."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:187
|
||
msgid ""
|
||
"In the :guilabel:`Threshold` field, enter an amount of credits Odoo should "
|
||
"use as the minimum threshold for this service. In the :guilabel:`Warning "
|
||
"Email` field, enter the email address that receives the notification."
|
||
msgstr ""
|
||
"En el campo :guilabel:`Límite de advertencia` escriba el número de créditos "
|
||
"que Odoo usará como límite mínimo para este servicio y en el campo "
|
||
":guilabel:`Correo para advertencia` escriba el correo electrónico en el que "
|
||
"desea recibir la notificación."
|
||
|
||
#: ../../content/applications/essentials/in_app_purchase.rst:191
|
||
msgid ""
|
||
"Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the "
|
||
"balance of credits falls below the amount listed as the "
|
||
":guilabel:`Threshold`."
|
||
msgstr ""
|
||
"Odoo enviará una alerta de créditos bajos al :guilabel:`correo para "
|
||
"advertencia` cuando el saldo o balance de créditos caiga por debajo de la "
|
||
"cantidad especificada en el :guilabel:`umbral`."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr "Reportes"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:5
|
||
msgid ""
|
||
"You can find several reports under the :guilabel:`Reporting` menu of most "
|
||
"apps that let you analyze and visualize the data of your records."
|
||
msgstr ""
|
||
"En el menú :guilabel:`Reportes` de la mayoría de las aplicaciones puede "
|
||
"encontrar varios reportes que le permiten analizar y visualizar los datos de"
|
||
" sus registros."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:11
|
||
msgid "Selecting a view"
|
||
msgstr "Seleccionar una vista"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:13
|
||
msgid ""
|
||
"Depending on the report, Odoo can display the data in various ways. "
|
||
"Sometimes, a unique view fully tailored to the report is available, while "
|
||
"several views are available for others. However, two generic views are "
|
||
"dedicated to reporting: the graph and pivot views."
|
||
msgstr ""
|
||
"Dependiendo del reporte, Odoo puede mostrar los datos de varias formas. "
|
||
"Algunas veces está disponible una vista única personalizada por completo al "
|
||
"reporte, mientras que varias vistas están disponibles para otros. Sin "
|
||
"embargo, hay dos vistas genéricas específicas para los reportes: las vistas "
|
||
"de gráfico y tabla dinámica."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:20
|
||
msgid "Graph view"
|
||
msgstr "Vista de gráfico"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:22
|
||
msgid ""
|
||
"The :ref:`graph view <reporting/using-graph>` is used to visualize your "
|
||
"records' data, helping you identify patterns and trends. The view is often "
|
||
"found under the :guilabel:`Reporting` menu of apps but can be found "
|
||
"elsewhere. Click the **graph view button** located at the top right to "
|
||
"access it."
|
||
msgstr ""
|
||
"La :ref:`vista de gráfico <reporting/using-graph>` se utiliza para "
|
||
"visualizar los datos de sus registros, esta le ayudará a identificar "
|
||
"patrones y tendencias. A menudo puede encontrar esta vista en el menú "
|
||
":guilabel:`reportes` de las aplicaciones, pero también puede encontrarla en "
|
||
"otros lugares. Para acceder a ella, haga clic en el **botón de vista de "
|
||
"gráfico** que se ubica en la parte superior derecha de la página."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst-1
|
||
msgid "Selecting the graph view"
|
||
msgstr "Seleccionar la vista de gráfico"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:33
|
||
msgid "Pivot view"
|
||
msgstr "Vista de tabla dinámica"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:35
|
||
msgid ""
|
||
"The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your "
|
||
"records' data and break it down for analysis. The view is often found under "
|
||
"the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the"
|
||
" **pivot view button** located at the top right to access it."
|
||
msgstr ""
|
||
"La :ref:`vista de tabla dinámica <reporting/using-pivot>` se utiliza para "
|
||
"agregar los datos de sus registros y desglosarlos para su análisis. Puede "
|
||
"encontrar esta vista en el menú :guilabel:`reportes` de las aplicaciones, "
|
||
"pero también puede encontrarla en otros lugares. Para acceder a ella, haga "
|
||
"clic en el **botón de vista de tabla dinámica** que se ubica en la parte "
|
||
"superior derecha de la página."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst-1
|
||
msgid "Selecting the pivot view"
|
||
msgstr "Selección de la vista de tabla dinámica"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:45
|
||
msgid "Choosing measures"
|
||
msgstr "Elegir medidas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:47
|
||
msgid ""
|
||
"After selecting a view, you should ensure only the relevant records are "
|
||
":doc:`filtered <search>`. Next, you should choose what is measured. By "
|
||
"default, a measure is always selected. If you wish to edit it, click "
|
||
":guilabel:`Measures` and choose one or, only for pivots, multiple measures."
|
||
msgstr ""
|
||
"Tras seleccionar una vista, debe asegurarse de que solo se :doc:`filtran "
|
||
"<search>` los registros relevantes. A continuación, debe elegir lo que se "
|
||
"medirá. Siempre hay una medida seleccionada de forma predeterminada, si "
|
||
"desea editarla haga clic en :guilabel:`medidas` y elija una, o varias en el "
|
||
"caso de las tablas dinámicas."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:52
|
||
msgid ""
|
||
"When you select a measure, Odoo aggregates the values recorded on that field"
|
||
" for the filtered records. Only numerical fields (:ref:`integer "
|
||
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
|
||
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
|
||
"can be measured. In addition, the :guilabel:`Count` option is used to count "
|
||
"the total number of filtered records."
|
||
msgstr ""
|
||
"Cuando selecciona una medida, Odoo agrega los valores registrados en ese "
|
||
"campo para los registros filtrados. Solo se pueden medir los campos "
|
||
"numéricos :ref:`enteros <studio/fields/simple-fields/integer>`, "
|
||
":ref:`decimales <studio/fields/simple-fields/decimal>` y :ref:`monetarios "
|
||
"<studio/fields/simple-fields/monetary>`. Además, la opción \"número\" se "
|
||
"utiliza para contar el número total de registros filtrados."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:58
|
||
msgid ""
|
||
"After choosing what you want to measure, you can define how the data should "
|
||
"be :ref:`grouped <search/group>` depending on the dimension you want to "
|
||
"analyze. By default, the data is often grouped by *Date > Month*, which is "
|
||
"used to analyze the evolution of a measure over the months."
|
||
msgstr ""
|
||
"Después de elegir qué desea medir, puede definir cómo se deben :ref:`agrupar"
|
||
" <search/group>` los datos según la dimensión que desea analizar. De forma "
|
||
"predeterminada, los datos se agrupan por *Fecha > Mes* para analizar la "
|
||
"evolución de las medidas a lo largo de los meses."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:63
|
||
msgid ""
|
||
"When you filter a single time period, the option to compare it against "
|
||
"another one appears."
|
||
msgstr ""
|
||
"Cuando filtra un solo periodo de tiempo, se habilita la opción de compararlo"
|
||
" con otro."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Using the comparison option"
|
||
msgstr "Uso de la opción de comparación"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:72
|
||
msgid "Select measures"
|
||
msgstr "Seleccionar medidas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:74
|
||
msgid ""
|
||
"Among other measures, you could add the :guilabel:`Margin` and "
|
||
":guilabel:`Count` measures to the Sales Analysis report. By default, the "
|
||
":guilabel:`Untaxed Amount` measure is selected."
|
||
msgstr ""
|
||
"Entre otras medidas, puede agregar las medidas de :guilabel:`margen` y "
|
||
":guilabel:`número` al reporte de análisis de ventas. De forma "
|
||
"predeterminada, se selecciona la medida :guilabel:`importe sin impuestos`."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Selecting different measures on the Sales Analysis report"
|
||
msgstr "Selección de distintas medidas en el reporte de análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:81
|
||
msgid "Group measures"
|
||
msgstr "Agrupar medidas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:83
|
||
msgid ""
|
||
"You could group the measures by :guilabel:`Product Category` at the level of"
|
||
" rows on the previous Sales Analysis report example."
|
||
msgstr ""
|
||
"Puede agrupar las medidas por :guilabel:`categoría de producto` en el nivel "
|
||
"de filas del ejemplo anterior del reporte de análisis de ventas."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Adding a group on the Sales Analysis report"
|
||
msgstr "Agregar un grupo en el reporte de análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:92
|
||
msgid "Using the pivot view"
|
||
msgstr "Utilizar la vista de tabla dinámica"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:94
|
||
msgid ""
|
||
"Grouping data is quintessential to the pivot view. It enables drilling down "
|
||
"the data to gain deeper insights. While you can use the :guilabel:`Group By`"
|
||
" option to quickly add a group at the level of rows, as shown in the example"
|
||
" above, you can also click the plus button (:guilabel:`➕`) next to the "
|
||
":guilabel:`Total` header at the level of rows *and* columns, and then select"
|
||
" one of the **preconfigured groups**. To remove one, click the minus button "
|
||
"(:guilabel:`➖`)."
|
||
msgstr ""
|
||
"Agrupar datos es esencial para la vista de tabla dinámica pues le permite "
|
||
"desglosar los datos para obtener información más detallada. Aunque puede "
|
||
"usar la opción :guilabel:`Agrupar por` para agregar con rapidez un grupo en "
|
||
"el nivel de las filas, como se muestra en el ejemplo anterior. También puede"
|
||
" hacer clic en el botón con el signo de más (:guilabel:`➕`) junto al "
|
||
"encabezado de :guilabel:`total` en el nivel de las filas *y* columnas, y "
|
||
"luego seleccionar uno de los **grupos preconfigurados**. Para eliminar uno, "
|
||
"haga clic en el botón con el signo de menos (:guilabel:`➖`)."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:100
|
||
msgid ""
|
||
"Once you have added a group, you can add new ones on the opposite axis or "
|
||
"the newly created subgroups."
|
||
msgstr ""
|
||
"Una vez que agregue un grupo, puede agregar nuevos en el eje opuesto o en "
|
||
"los subgrupos recién creados."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:104
|
||
msgid ""
|
||
"You could further divide the measures on the previous Sales Analysis report "
|
||
"example by the :guilabel:`Salesperson` group at the level of columns and by "
|
||
"the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / "
|
||
"Office Furniture` product category."
|
||
msgstr ""
|
||
"Puede dividir aún más las medidas en el ejemplo anterior del reporte de "
|
||
"análisis de ventas mediante el grupo :guilabel:`vendedor` en el nivel de "
|
||
"columnas y el grupo :guilabel:`Fecha de orden > Mes` en la categoría de "
|
||
"producto :guilabel:`Todos / Se pueden vender / Muebles de oficina`."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Adding multiple groups on the Sales Analysis report"
|
||
msgstr "Agregar varios grupos a un reporte de análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:112
|
||
msgid ""
|
||
"Switch the rows and columns' groups by clicking the flip axis button "
|
||
"(:guilabel:`⇄`)."
|
||
msgstr ""
|
||
"Puede cambiar los grupos de las filas y columnas al hacer clic en el botón "
|
||
"\"girar eje\" (:guilabel:`⇄`)."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:113
|
||
msgid ""
|
||
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
||
" (⏷) order."
|
||
msgstr ""
|
||
"Puede hacer clic en la etiqueta de una medida para ordenar los valores en "
|
||
"orden ascendente (⏶) o descendente (⏷)."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:114
|
||
msgid ""
|
||
"Download a `.xlsx` version of the pivot by clicking the download button "
|
||
"(:guilabel:`⭳`)."
|
||
msgstr ""
|
||
"Puede descargar una versión `.xlsx` de la tabla dinámica al hacer clic en el"
|
||
" botón de descarga (:guilabel:`⭳`)."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:119
|
||
msgid "Using the graph view"
|
||
msgstr "Utilizar la vista de gráfico"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:121
|
||
msgid "Three graphs are available: the bar, line, and pie charts."
|
||
msgstr "Hay tres gráficos disponibles: de barras, de líneas y circular."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:123
|
||
msgid ""
|
||
"**Bar charts** are used to show the distribution or a comparison of several "
|
||
"categories. They are especially useful as they can deal with larger data "
|
||
"sets."
|
||
msgstr ""
|
||
"Los **gráficos de barras** se utilizan para mostrar la distribución o una "
|
||
"comparación de varias categorías. Son bastante útiles, ya que pueden "
|
||
"trabajar con conjuntos grandes de datos."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:126
|
||
msgid ""
|
||
"**Line charts** are useful to show changing time series and trends over "
|
||
"time."
|
||
msgstr ""
|
||
"Los **gráficos de líneas** son útiles para mostrar los cambios en series "
|
||
"temporales y tendencias a lo largo del tiempo."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:128
|
||
msgid ""
|
||
"**Pie charts** are used to show the distribution or a comparison of a small "
|
||
"number of categories when they form a meaningful whole."
|
||
msgstr ""
|
||
"Los **gráficos circulares** se utilizan para mostrar la distribución o "
|
||
"comparación de un pequeño número de categorías cuando son parte de un "
|
||
"conjunto significativo."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:133
|
||
msgid "Bar chart"
|
||
msgstr "Gráfico de barras"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a bar chart"
|
||
msgstr "Vista del reporte de análisis de ventas como gráfico de barras"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:138
|
||
msgid "Line chart"
|
||
msgstr "Gráfico de líneas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a line chart"
|
||
msgstr "Vista del reporte de análisis de ventas como gráfico de líneas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:143
|
||
msgid "Pie chart"
|
||
msgstr "Gráfico circular"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a pie chart"
|
||
msgstr "Vista del reporte de análisis de ventas como gráfico circular"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:149
|
||
msgid ""
|
||
"For **bar** and **line** charts, you can use the stacked option when you "
|
||
"have at least two groups, which then appear on top of each other instead of "
|
||
"next to each other."
|
||
msgstr ""
|
||
"Para los gráficos de **barras** y **líneas** puede usar la opción de apilado"
|
||
" cuando tiene al menos dos grupos, aparecerán uno encima del otro en lugar "
|
||
"de uno junto al otro."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:154
|
||
msgid "Stacked bar chart"
|
||
msgstr "Gráfico de barras apilado"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Stacked bar chart example"
|
||
msgstr "Ejemplo de gráfico de barras apilado"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:159
|
||
msgid "Regular bar chart"
|
||
msgstr "Gráfico de barras regular"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Non-stacked bar chart example"
|
||
msgstr "Ejemplo de gráfico de barras sin apilar"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:164
|
||
msgid "Stacked line chart"
|
||
msgstr "Gráfico de líneas apiladas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Stacked line chart example"
|
||
msgstr "Ejemplo de gráfico de líneas apiladas"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:169
|
||
#: ../../content/applications/essentials/reporting.rst:184
|
||
msgid "Regular line chart"
|
||
msgstr "Gráfico de líneas regular"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Non-stacked line chart example"
|
||
msgstr "Ejemplo de gráfico de líneas sin apilar"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:174
|
||
msgid ""
|
||
"For **line** charts, you can use the cumulative option to sum values, which "
|
||
"is especially useful to show the change in growth over a time period."
|
||
msgstr ""
|
||
"Para los gráficos de **líneas** puede usar la opción de acumulativo para "
|
||
"sumar valores, resulta bastante útil para mostrar el cambio en el "
|
||
"crecimiento durante un período de tiempo."
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:179
|
||
msgid "Cumulative line chart"
|
||
msgstr "Gráfico de líneas acumulativo"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Cumulative line chart example"
|
||
msgstr "Ejemplo de gráfico de líneas acumulativo"
|
||
|
||
#: ../../content/applications/essentials/reporting.rst:0
|
||
msgid "Regular line chart example"
|
||
msgstr "Ejemplo de gráfico de líneas regular"
|
||
|
||
#: ../../content/applications/essentials/search.rst:3
|
||
msgid "Search, filter, and group records"
|
||
msgstr "Buscar, filtrar y agrupar registros"
|
||
|
||
#: ../../content/applications/essentials/search.rst:5
|
||
msgid ""
|
||
"Odoo allows for the searching, filtering, and grouping of records in a view "
|
||
"to display only the most relevant records. The search bar is located at the "
|
||
"top of the view, start typing to :ref:`search for values <search/values>`, "
|
||
"or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter "
|
||
"<search/filters>`, :ref:`Group By <search/group>`, and :ref:`Favorites "
|
||
"<search/favorites>` drop-down menus."
|
||
msgstr ""
|
||
"Odoo permite buscar, filtrar y agrupar registros en una vista para mostrar "
|
||
"solo los registros más relevantes. La barra de búsqueda se encuentra en la "
|
||
"parte superior de la vista, comience a escribir en ella para :ref:`buscar "
|
||
"valores <search/values>` o haga clic en el icono :guilabel:`🔽 (flecha hacia "
|
||
"abajo)` para acceder a los menús desplegables de :ref:`Filtrar "
|
||
"<search/filters>`, :ref:`Agrupar por <search/group>` y :ref:`Favoritos "
|
||
"<search/favorites>`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:14
|
||
msgid "Search for values"
|
||
msgstr "Buscar valores"
|
||
|
||
#: ../../content/applications/essentials/search.rst:16
|
||
msgid ""
|
||
"Use the search field to quickly look for specific values, and add them as a "
|
||
"filter. Type the value to search for, and select the desired option from the"
|
||
" drop-down menu to apply the search filter."
|
||
msgstr ""
|
||
"Use el filtro de búsqueda para buscar valores específicos y agregarlos como "
|
||
"filtros. Escriba el valor que debe buscar y seleccione la opción que quiere "
|
||
"aplicar al filtro de búsqueda en el menú desplegable."
|
||
|
||
#: ../../content/applications/essentials/search.rst:20
|
||
msgid ""
|
||
"Instead of adding a :ref:`custom filter <search/custom-filters>` to select "
|
||
"records where *Mitchell Admin* is the salesperson on the *Sales Analysis* "
|
||
"report (:menuselection:`Sales app --> Reporting --> Sales`), search for "
|
||
"`Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search"
|
||
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
|
||
msgstr ""
|
||
"En lugar de agregar un :ref:`filtro personalizado <search/custom-filters>` "
|
||
"para seleccionar los registros donde *Mitchell Admin* es el vendedor en el "
|
||
"reporte de *análisis de ventas* (:menuselection:`Ventas --> Reportes --> "
|
||
"Ventas`) puede buscar `Mitch`, hacer clic en el botón :guilabel:`⏵ (fecha "
|
||
"derecha)` junto a :guilabel:`Buscar vendedor: Mitch`, y seleccionar "
|
||
":guilabel:`Mitchell Admin`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Searching for a specific value on the Sales Analysis report"
|
||
msgstr "Búsqueda de un valor específico en el reporte de análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/search.rst:30
|
||
msgid ""
|
||
"Using the search field is equivalent to using the *contains* operator when "
|
||
"adding a :ref:`custom filter <search/custom-filters>`. If a partial value is"
|
||
" entered, and the desired field is directly selected (without selecting the "
|
||
":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters "
|
||
"for the selected field are included."
|
||
msgstr ""
|
||
"Usar el campo de búsqueda es equivalente a usar el operador *contiene* al "
|
||
"agregar un :ref:`filtro personalizado <search/custom-filters>`. Si introduce"
|
||
" un valor parcial y selecciona el campo deseado directamente (sin "
|
||
"seleccionar la :guilabel:`⏵ (flecha derecha)`) entonces se incluirán *todos*"
|
||
" los registros que contengan los caracteres que escribió para el campo "
|
||
"seleccionado."
|
||
|
||
#: ../../content/applications/essentials/search.rst:38
|
||
msgid "Filters"
|
||
msgstr "Filtros"
|
||
|
||
#: ../../content/applications/essentials/search.rst:40
|
||
msgid ""
|
||
"Filters are used to select records that meet specific criteria. The default "
|
||
"selection of records is specific to each view, but can be modified by "
|
||
"selecting one (or several) :ref:`preconfigured filters "
|
||
"<search/preconfigured-filters>`, or by adding a :ref:`custom filter "
|
||
"<search/custom-filters>`."
|
||
msgstr ""
|
||
"Los filtros se usa para seleccionar registros que cumplen con ciertos "
|
||
"criterios. La selección predeterminada de registros es específica para cada "
|
||
"vista, pero se puede modificar seleccionando uno (o varios) de los "
|
||
":ref:`filtros preconfigurados <search/preconfigured-filters>`, o agregando "
|
||
"un :ref:`filtro personalizado <search/custom-filters>`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:47
|
||
msgid "Preconfigured filters"
|
||
msgstr "Filtros preconfigurados"
|
||
|
||
#: ../../content/applications/essentials/search.rst:49
|
||
msgid ""
|
||
"Modify the default selection of records by clicking the :guilabel:`🔽 (down "
|
||
"arrow)` icon from the search bar, and selecting one (or several) "
|
||
"*preconfigured filters* from the :guilabel:`Filters` drop-down menu."
|
||
msgstr ""
|
||
"Para modificar la selección predeterminada de registros haga clic en el "
|
||
"icono :guilabel:`🔽 (flecha hacia abajo)` en la barra de búsqueda y "
|
||
"seleccione uno (o varios) de los *filtros preconfigurados* desde el menú "
|
||
"desplegable :guilabel:`Filtros`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:54
|
||
msgid ""
|
||
"On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> "
|
||
"Sales`), only records that are at the *sales order* stage, with an *order "
|
||
"date* within the last 365 days, are selected by default."
|
||
msgstr ""
|
||
"En el reporte *análisis de ventas* (:menuselection:`aplicación Ventas --> "
|
||
"Reportes --> Ventas`), solo se seleccionan en automático los registros que "
|
||
"estén en la etapa *orden de ventas* y cuya *fecha de orden* sea dentro de "
|
||
"los últimos 365 días."
|
||
|
||
#: ../../content/applications/essentials/search.rst:58
|
||
msgid ""
|
||
"To also include records at the *quotation* stage, select "
|
||
":guilabel:`Quotations` from the :guilabel:`Filters`."
|
||
msgstr ""
|
||
"Para también incluir los registros en etapa de *cotización*, seleccione "
|
||
":guilabel:`Cotizaciones` en los :guilabel:`filtros`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:61
|
||
msgid ""
|
||
"Furthermore, to *only* include sales order and quotation records from a "
|
||
"specific year, like 2024, for example, first remove the existing `Order "
|
||
"Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, "
|
||
"then select :menuselection:`Order Date --> 2024`."
|
||
msgstr ""
|
||
"Además, para *solo* incluir los registros de órdenes de venta o cotizaciones"
|
||
" se un año en específico, como 2024, primero haga clic en el icono "
|
||
":guilabel:`❌ (quitar)` para eliminar el filtro `Fecha de la orden: últimos "
|
||
"365 días` y después seleccione :menuselection:`Fecha de la orden --> 2024`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Using preconfigured filters on the Sales Analysis report"
|
||
msgstr "Uso de filtros preconfigurados en el reporte de análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/search.rst:70
|
||
msgid ""
|
||
"The preconfigured :guilabel:`Filters` are grouped, and each group is "
|
||
"separated by a horizontal line. Selecting preconfigured filters from the "
|
||
"same group allows records to match *any* of the applied conditions. However,"
|
||
" selecting filters from different groups requires records to match *all* of "
|
||
"the applied conditions."
|
||
msgstr ""
|
||
"Los :guilabel:`Filtros` preconfigurados se agrupan y cada grupo se separa "
|
||
"con una línea horizontal. Seleccionar filtros preconfigurados del mismo "
|
||
"grupo permite que los registros coincidan con *cualquier* condición "
|
||
"aplicada. Sin embargo, seleccionar los filtros de diferentes grupos requiere"
|
||
" que los registros cumplan con *todas* las condiciones aplicadas."
|
||
|
||
#: ../../content/applications/essentials/search.rst:78
|
||
msgid "Custom filters"
|
||
msgstr "Filtros personalizados"
|
||
|
||
#: ../../content/applications/essentials/search.rst:80
|
||
msgid ""
|
||
"If the :ref:`preconfigured filters <search/preconfigured-filters>` are not "
|
||
"specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down"
|
||
" arrow)` icon in the search bar, then select :menuselection:`Filters --> Add"
|
||
" Custom Filter`."
|
||
msgstr ""
|
||
"Si los :ref:`filtros preconfigurados <search/preconfigured-filters>` no son "
|
||
"lo suficientemente específicos, agregue un filtro personalizado. Para "
|
||
"hacerlo, haga clic en el icono :guilabel:`🔽 (flecha hacia abajo)` en la "
|
||
"barra de búsqueda, después seleccione :menuselection:`Filtros --> Agregar "
|
||
"filtro personalizado`."
|
||
|
||
#: ../../content/applications/essentials/search.rst:84
|
||
msgid ""
|
||
"The :guilabel:`Add Custom Filter` pop-up window displays the matching "
|
||
"option, filter rule, and a toggle to :guilabel:`Include archived` records."
|
||
msgstr ""
|
||
"La ventana emergente :guilabel:`Agregar filtro personalizado` muestra la "
|
||
"opción que coincide, la regla de filtro y un activador para "
|
||
":guilabel:`Incluir archivados`."
|
||
|
||
#: ../../content/applications/essentials/search.rst-1
|
||
msgid "The Add Custom Filter pop-up window."
|
||
msgstr "La ventana emergente para agregar un filtro personalizado."
|
||
|
||
#: ../../content/applications/essentials/search.rst:91
|
||
msgid ""
|
||
"The default matching configuration is to :guilabel:`Match any of the "
|
||
"following rules`, indicating that each filter rule is applied independently."
|
||
" To change the matching configuration to :guilabel:`Match all of the "
|
||
"following rules`, at least two filter rules must be added to the custom "
|
||
"filter."
|
||
msgstr ""
|
||
"La configuración de coincidencia predeterminada es :guilabel:`coincidir con "
|
||
"cualquiera de las siguientes reglas:`, lo cual indica que cada regla de "
|
||
"filtro se aplica de manera independiente. Para cambiar la configuración de "
|
||
"coincidencia a :guilabel:`coincidir con todas las siguientes reglas:` debe "
|
||
"agregar al menos dos reglas de filtro al filtro personalizado."
|
||
|
||
#: ../../content/applications/essentials/search.rst:96
|
||
msgid ""
|
||
":guilabel:`Match all 🔽 of the following rules`: **all** of the filter rules "
|
||
"must be met. Logically, this is an *AND* (`&`) operation."
|
||
msgstr ""
|
||
":guilabel:`Coincidir todas 🔽 las siguientes reglas`: **todas** las reglas de"
|
||
" filtro se deben cumplir. Por lógica, esta es una operación *Y* (`&`)."
|
||
|
||
#: ../../content/applications/essentials/search.rst:98
|
||
msgid ""
|
||
":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules "
|
||
"can be met. Logically, this is an *OR* (`|`) operation."
|
||
msgstr ""
|
||
":guilabel:`Coincidir cualquiera 🔽 de las siguientes reglas`: **cualquiera** "
|
||
"de las reglas de filtro se deben cumplir. Por lógica, esta es una operación "
|
||
"*O* (`|`)."
|
||
|
||
#: ../../content/applications/essentials/search.rst:101
|
||
msgid ""
|
||
"By default, a single filter rule is added to the custom filter. The "
|
||
"following describes the structure of a filter rule:"
|
||
msgstr ""
|
||
"De forma predeterminada, se agrega una sola regla de filtro al filtro "
|
||
"personalizado. A continuación describimos la estructura de una regla de "
|
||
"filtro:"
|
||
|
||
#: ../../content/applications/essentials/search.rst:104
|
||
msgid ""
|
||
"The first inline field is the *field name* to filter by. Some fields have "
|
||
"refined parameters that are nested within another field. These fields have "
|
||
"an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal "
|
||
"the nested fields."
|
||
msgstr ""
|
||
"El primer campo en línea es el *nombre del campo* por el que puede filtrar. "
|
||
"Algunos campos tienen parámetros redefinidos que se encuentran alojados en "
|
||
"otro campo. Estos campos tienen un icono :guilabel:`> (flecha)` a un lado, "
|
||
"el cual puede seleccionar para mostrar todos los campos alojados."
|
||
|
||
#: ../../content/applications/essentials/search.rst:107
|
||
msgid ""
|
||
"The second inline field is the conditional *operator* used to compare the "
|
||
"field name to the value. The :ref:`available conditional operators "
|
||
"<reference/orm/domains>` are specific to the field's data type."
|
||
msgstr ""
|
||
"El segundo campo en línea es el *operador* condicional que se usa para "
|
||
"comparar el nombre del campo con el valor. Los :ref:`operadores "
|
||
"condicionales disponibles <reference/orm/domains>` dependen del tipo de "
|
||
"información del campo."
|
||
|
||
#: ../../content/applications/essentials/search.rst:110
|
||
msgid ""
|
||
"The third inline field is the variable *value* of the field name. The value "
|
||
"input may appear as a drop-down menu, a text input, a number input, a "
|
||
"date/time input, a boolean selector, or it may be blank, depending on the "
|
||
"operator used and the field's data type."
|
||
msgstr ""
|
||
"El tercer campo en línea es el *valor* variable del nombre del campo. El "
|
||
"valor ingresado puede aparecer como un menú desplegable, una entrada de "
|
||
"texto, una entrada numérica, una entrada de fecha y hora, un selector "
|
||
"booleano, o puede estar en blanco, dependiendo del operador que se use y el "
|
||
"tipo de información del campo."
|
||
|
||
#: ../../content/applications/essentials/search.rst:114
|
||
msgid ""
|
||
"Three inline buttons are also available to the right of the rule's filter "
|
||
"criteria:"
|
||
msgstr ""
|
||
"También están disponibles tres botones en línea a la derecha de los "
|
||
"criterios de las reglas del filtro:"
|
||
|
||
#: ../../content/applications/essentials/search.rst:116
|
||
msgid ":guilabel:`➕ (plus sign)`: adds a new rule below the existing rule."
|
||
msgstr ""
|
||
":guilabel:`➕ (signo de más)`: agrega una nueva regla debajo de la regla "
|
||
"existente."
|
||
|
||
#: ../../content/applications/essentials/search.rst:117
|
||
msgid ""
|
||
":guilabel:`(Add branch)`: adds a new group of rules below the existing rule,"
|
||
" with the :guilabel:`any` and :guilabel:`all` matching options available to "
|
||
"define how each rule within this branch is applied to the filter. If the "
|
||
"matching option is set to the same as the parent group, the fields are moved"
|
||
" to join the parent group."
|
||
msgstr ""
|
||
":guilabel:`(Agregar rama)`: agrega un nuevo grupo de reglas debajo de la "
|
||
"regla existente, con las opciones de coincidencia :guilabel:`cualquiera` y "
|
||
":guilabel:`Todos` disponibles para definir como cada regla dentro de esta "
|
||
"rama se aplicará al filtro. Si la opción de coincidencia se configura como "
|
||
"la misma que el grupo principal, los filtros de mueven para unirse al grupo "
|
||
"principal."
|
||
|
||
#: ../../content/applications/essentials/search.rst:123
|
||
msgid ""
|
||
"If the matching option is set to :guilabel:`Match all 🔽 of the following "
|
||
"rules`, and a new branch is added with its matching option changed from "
|
||
":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch "
|
||
"disappears, and its group of rules are moved to the parent group."
|
||
msgstr ""
|
||
"Si la opción de coincidencia se configura a :guilabel:`Coincidir todas 🔽 las"
|
||
" siguientes reglas`, se agrega una rama nueva con su opción de coincidencia "
|
||
"diferente de :guilabel:`cualquiera🔽 de`, la rama que acaba de agregar "
|
||
"desparece, y las reglas de grupo se mueven al grupo principal."
|
||
|
||
#: ../../content/applications/essentials/search.rst:128
|
||
msgid ""
|
||
":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted,"
|
||
" all children of that node are deleted, as well."
|
||
msgstr ""
|
||
":guilabel:`🗑️ (papelera)`: borra el nodo. Si se borra el nodo de una rama, "
|
||
"todos los nodos secundarios a ese nodo también se borran."
|
||
|
||
#: ../../content/applications/essentials/search.rst:131
|
||
msgid ""
|
||
"A new filter rule can be added to the custom filter by clicking the "
|
||
":guilabel:`New Rule` button."
|
||
msgstr ""
|
||
"Si hace clic en el botón :guilabel:`Nueva regla`, se agregará una nueva "
|
||
"regla de filtro al filtro personalizado."
|
||
|
||
#: ../../content/applications/essentials/search.rst:133
|
||
msgid ""
|
||
"Once the filter criteria are defined, click :guilabel:`Add` to add the "
|
||
"custom filter to the view."
|
||
msgstr ""
|
||
"Una vez que definió los criterios del filtro, haga clic en "
|
||
":guilabel:`Agregar` para agregar el filtro personalizado a la vista."
|
||
|
||
#: ../../content/applications/essentials/search.rst:136
|
||
msgid ""
|
||
"To target all leads and opportunities from the :menuselection:`CRM` app that"
|
||
" are in the *Won* stage, and have an expected revenue greater than $1,000, "
|
||
"the following should be entered:"
|
||
msgstr ""
|
||
"Si lo que quiere es buscar entre todos los leads y oportunidades de la "
|
||
"aplicación :menuselection:`CRM` que están en la etapa *Ganado* y tienen "
|
||
"ganancias esperadas de más de $1,000, debe ingresar lo siguiente:"
|
||
|
||
#: ../../content/applications/essentials/search.rst:139
|
||
msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`"
|
||
msgstr ":guilabel:`Coincidir todas 🔽 las siguientes reglas`"
|
||
|
||
#: ../../content/applications/essentials/search.rst:141
|
||
msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`"
|
||
msgstr ":guilabel:`Etapa` :guilabel:`está en` :guilabel:`Ganado`"
|
||
|
||
#: ../../content/applications/essentials/search.rst:142
|
||
msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`"
|
||
msgstr ":guilabel:`Ingreso esperado` :guilabel:`>` `1,000`"
|
||
|
||
#: ../../content/applications/essentials/search.rst:143
|
||
msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`"
|
||
msgstr ":guilabel:`cualquiera 🔽 (flecha hacia abajo)` :guilabel:`de:`"
|
||
|
||
#: ../../content/applications/essentials/search.rst:145
|
||
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`"
|
||
msgstr ":guilabel:`Tipo` :guilabel:`=` :guilabel:`Lead`"
|
||
|
||
#: ../../content/applications/essentials/search.rst:146
|
||
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`"
|
||
msgstr ":guilabel:`Tipo` :guilabel:`=` :guilabel:`Oportunidad`"
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Adding a custom filter to filter specific records in CRM."
|
||
msgstr ""
|
||
"Agregar un filtro personalizado para filtrar registros específicos en CRM."
|
||
|
||
#: ../../content/applications/essentials/search.rst:153
|
||
msgid ""
|
||
"Activate :ref:`developer-mode` to reveal each field's technical name and "
|
||
"data type, as well as the :guilabel:`# Code editor` text area below the "
|
||
"filter rules, to view and edit the domain manually."
|
||
msgstr ""
|
||
"Active el :ref:`modo de desarrollador` para mostrar el nombre técnico de "
|
||
"cada campo y el tipo de información, así como el la area de texto "
|
||
":guilabel:`# Editor de código` debajo de las reglas de filtro para ver y "
|
||
"editar el dominio de forma manual."
|
||
|
||
#: ../../content/applications/essentials/search.rst:160
|
||
msgid "Group records"
|
||
msgstr "Agrupar registros"
|
||
|
||
#: ../../content/applications/essentials/search.rst:162
|
||
msgid ""
|
||
"The display of records in a view can be clustered together, according to one"
|
||
" of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down "
|
||
"arrow)` icon in the search bar, then select one of the :guilabel:`Group By` "
|
||
"options from the drop-down menu."
|
||
msgstr ""
|
||
"La vista de los registros en una pantalla se pueden juntar, según a uno de "
|
||
"los *grupos preconfigurados*. Para hacerlo, haga clic en el icono "
|
||
":guilabel:`🔽 (fecha hacia abajo)` en la barra de búsqueda, luego seleccione "
|
||
"una de las opciones :guilabel:`Agrupar por` del menú desplegable."
|
||
|
||
#: ../../content/applications/essentials/search.rst:167
|
||
msgid ""
|
||
"To group the records by salesperson on the *Sales Analysis* report "
|
||
"(:menuselection:`Sales app --> Reporting --> Sales`), click the "
|
||
":guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu."
|
||
" The view changes to group the records by salesperson, without filtering out"
|
||
" any records."
|
||
msgstr ""
|
||
"Para agrupar los registros por vendedor en el reporte de *Análisis de "
|
||
"ventas* (:menuselection:`Aplicación de ventas --> Reportes --> Ventas`), "
|
||
"haga clic en la opción :guilabel:`Vendedor` que aparece en el menú "
|
||
"desplegable de :guilabel:`Agrupar por`. La vista cambia a registros "
|
||
"agrupados por vendedor, sin filtrar ninguno de los registros."
|
||
|
||
#: ../../content/applications/essentials/search.rst:0
|
||
msgid "Grouping records on the Sales Analysis report"
|
||
msgstr "Agrupar registros en el reporte de análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/search.rst:176
|
||
msgid ""
|
||
"It is possible to *customize groups* by using a field present on the model. "
|
||
"To do so, click :menuselection:`Add Custom Group`, and select a field from "
|
||
"the drop-down menu."
|
||
msgstr ""
|
||
"Es posible *personalizar grupos* con un campo presente en el modelo. Para "
|
||
"hacerlo, haga clic en :menuselection:`Agregar grupo personalizado` y "
|
||
"seleccione un campo del menú desplegable."
|
||
|
||
#: ../../content/applications/essentials/search.rst:180
|
||
msgid ""
|
||
"Several groups can be used at the same time. The first group that is "
|
||
"selected is the main cluster, the next one that is added further divides the"
|
||
" main group's categories, and so on. Furthermore, filters and groups can be "
|
||
"used together to refine the view even more."
|
||
msgstr ""
|
||
"Puede usar varios grupos al mismo tiempo. El primer grupo que se seleccionó "
|
||
"es el agrupamiento principal, el siguiente que se agrega divide aún más las "
|
||
"categorías principales del grupo y así sucesivamente. Además, los filtros y "
|
||
"los grupos se pueden usar juntos para definir la vista todavía más."
|
||
|
||
#: ../../content/applications/essentials/search.rst:187
|
||
msgid "Favorites"
|
||
msgstr "Favoritos"
|
||
|
||
#: ../../content/applications/essentials/search.rst:189
|
||
msgid ""
|
||
"Favorites are a way to save a specific search for future use, or as the new "
|
||
"default filter for the view."
|
||
msgstr ""
|
||
"Los favoritos son una forma de guardar una búsqueda específica para usarla "
|
||
"más tarde, o como un nuevo filtro predeterminado para una vista."
|
||
|
||
#: ../../content/applications/essentials/search.rst:192
|
||
msgid ""
|
||
"To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`"
|
||
" icon in the search bar, then select the :guilabel:`Save current search` "
|
||
"drop-down menu to display the following options:"
|
||
msgstr ""
|
||
"Para guardar la vista actual como favorita haga clic en el icono "
|
||
":guilabel:`🔽 (flecha hacia abajo)` en la barra de búsqueda, después "
|
||
"seleccione el menú desplegable :guilabel:`Guardar búsqueda actual` para "
|
||
"mostrar las siguientes opciones:"
|
||
|
||
#: ../../content/applications/essentials/search.rst:196
|
||
msgid "Filter name: name of the favorited search."
|
||
msgstr "Nombre del filtro: nombre de la búsqueda en favoritos."
|
||
|
||
#: ../../content/applications/essentials/search.rst:197
|
||
msgid ""
|
||
":guilabel:`Default filter`: sets the favorited search as the default filter "
|
||
"for the view."
|
||
msgstr ""
|
||
":guilabel:`Filtro predeterminado`: hará que la búsqueda en favoritos sea el "
|
||
"filtro predeterminado para la vista."
|
||
|
||
#: ../../content/applications/essentials/search.rst:198
|
||
msgid ""
|
||
":guilabel:`Shared`: makes the favorited search available to all users. By "
|
||
"default, the favorited search is only available to the user who created it."
|
||
msgstr ""
|
||
":guilabel:`Compartido`: hace que la búsqueda marcada como favorita esté "
|
||
"disponible para todos los usuarios. De forma predeterminada, esta búsqueda "
|
||
"solo está disponible para el usuario que la creó."
|
||
|
||
#: ../../content/applications/essentials/search.rst:201
|
||
msgid ""
|
||
"Once the options are set, click :guilabel:`Save` to save the favorited "
|
||
"search."
|
||
msgstr ""
|
||
"Una vez que las opciones estén configuradas, haga clic en "
|
||
":guilabel:`Guardar` para guardar la búsqueda en favoritos."
|
||
|
||
#: ../../content/applications/essentials/search.rst-1
|
||
msgid "Saving a favorite search on the Sales Analysis report"
|
||
msgstr "Guardar una búsqueda en favoritos en el reporte de Análisis de ventas"
|
||
|
||
#: ../../content/applications/essentials/search.rst:207
|
||
msgid ""
|
||
"Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` "
|
||
"icon in the search bar, then selecting the saved filter in the "
|
||
":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the "
|
||
":guilabel:`🗑️ (garbage can)` icon next to the favorited search."
|
||
msgstr ""
|
||
"Para ver las búsquedas favoritas que haya guardado haga clic en el icono "
|
||
":guilabel:`🔽 (flecha hacia abajo)` de la barra de búsqueda, después "
|
||
"seleccione el filtro guardado en el menú desplegable :guilabel:`Favoritos`. "
|
||
"Para quitar un filtro guardado en favoritos, haga clic en el icono "
|
||
":guilabel:`🗑️ (papelera)` a un lado de la búsqueda en favoritos."
|
||
|
||
#: ../../content/applications/essentials/search.rst:212
|
||
msgid ""
|
||
"To view *all* favorited searches, first activate :ref:`developer-mode`, and "
|
||
"navigate to :menuselection:`Settings app --> Technical --> User Interface: "
|
||
"User-defined Filters`. From here, all favorited searches can be viewed, "
|
||
"edited, archived, or deleted."
|
||
msgstr ""
|
||
"Para ver *todas* las búsquedas favoritas, primero active el :ref:`modo de "
|
||
"desarrollador` y vaya a :menuselection:`Ajustes --> Técnico --> Interfaz del"
|
||
" usuario: Filtros de usuario`. Desde aquí, todas las búsquedas en favoritos "
|
||
"se pueden ver, editar, archivar o borrar."
|