5765d66e8d
closes odoo/documentation#5039
X-original-commit: e1b675ac8f
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
1229 lines
62 KiB
Plaintext
1229 lines
62 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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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 15.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-07-07 06:24+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/services.rst:5
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msgid "Services"
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msgstr ""
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#: ../../content/applications/services/field_service.rst:8
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msgid "Field Service"
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msgstr ""
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#: ../../content/applications/services/field_service.rst:11
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msgid "`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-service-49>`_"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:3
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msgid "User default warehouse"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:5
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msgid "Setting up a **default warehouse** can be useful for field technicians who keep a supply in their van or those who always resupply from the same warehouse. It also allows field workers to switch between warehouses from their profiles."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:9
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msgid "Products in sales orders created during field interventions are always pulled from the default warehouse, keeping the inventory accurate."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:13
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msgid ":doc:`../../inventory_and_mrp/inventory`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:16
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:13
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msgid "Configuration"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:18
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msgid "To set up a user default warehouse, the :doc:`storage locations <../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` feature needs to be activated in the **Inventory** app. It is also necessary to have more than one warehouse in your database."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:23
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msgid "You can either set it up :ref:`for your profile <default-warehouse/my-profile>`, or :ref:`for all users <default-warehouse/all-users>`."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:27
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msgid ":doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:32
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msgid "For your profile"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:34
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msgid "To set up a default warehouse for yourself, click your **profile icon** in the upper right corner of the screen, then, go to :menuselection:`My Profile --> Preferences --> Default Warehouse`. Select the default warehouse from the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:41
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msgid "For all users"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:43
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msgid "To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users --> Manage users`, select a user, then go to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, and select the default warehouse from the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:-1
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msgid "Selection of a default warehouse on a user profile."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:51
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msgid "Use in field service tasks"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:53
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msgid "Once a default warehouse has been configured for a user, the materials used for a sales order related to a Field Service task are pulled from that specific warehouse. Open the related sales order, go to the :guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is applied correctly."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:58
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msgid "Once the Field Service task is marked as done, the stock of the default warehouse is automatically updated."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:3
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msgid "Onsite interventions planning"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:6
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msgid "From a sales order"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:8
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msgid "Allowing your sales team to open onsite interventions creates a seamless experience for your customers. They can receive a quotation they first have to approve before the work even starts."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:11
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msgid "Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:13
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msgid "Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product Type`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:15
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msgid "Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service Invoicing Policy`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:17
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msgid "Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:18
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msgid "Select your :guilabel:`Project`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:19
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msgid "If you use them, select your :guilabel:`Worksheet Template`, and save."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Product configuration to create tasks from sales orders in Odoo Field Service"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:25
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msgid "From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A task is automatically set up under your Field Service project. It is directly accessible from the sales order."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Field Service task on a sales order in Odoo Sales"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:34
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msgid "From helpdesk tickets"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:36
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msgid "The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage intervention requests directly. Planning field service tasks from tickets speeds up your processes."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:40
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msgid "Configure the helpdesk team"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:42
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable :guilabel:`Onsite Interventions`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Onsite interventions settings in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:49
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msgid "The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it to create a new task under your field service project."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:8
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msgid "Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:11
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msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced.rst:5
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msgid "Advanced"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
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msgid "After Sales Features"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
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msgid "As your business grows, having the right tool to support your helpdesk team on recording, tracking and managing issues raised easy and efficiently, is key. Odoo’s Helpdesk application allows you to generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite interventions from a ticket’s page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
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msgid "Set up the after sales services"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
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msgid "Generate credit notes from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
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msgid "You can use a credit note to refund a customer or adjust the amount due. For that, simply go to your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* generates a credit note, and you can *Post* it while still being in the *Helpdesk* app."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
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msgid "Allow product returns from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:32
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msgid "The process of a product return from your customer back to your warehouse is taken into action when, at the ticket page, you choose the option *Return*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:39
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msgid "Grant coupons from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:41
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msgid "First, be sure to have your *Coupon Program* planned in the *Sales* or *Website* application. Then, in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
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msgid "Repairs from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:50
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msgid "Clicking on *Repair* option, on your ticket page, a new repair order form is shown. Fill in the information as needed and choose the next step."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:57
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msgid "Plan onsite interventions from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:59
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msgid "At the ticket's page click on *Plan Intervention*, and set up your onsite intervention exactly the same way as if you were on the *Field Service* application."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
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msgid "`Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
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msgid "Allow customers to close their tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
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msgid "Allowing customers to close their own tickets gives them autonomy and minimizes misunderstandings around when an issue is considered solved or not. This results in operational capacity for support teams, and higher satisfaction for the customer."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:10
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msgid "Enable ticket closing"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12
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msgid "Start by navigating to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and choose the appropriate team. Then click :guilabel:`Edit` and enable :guilabel:`Ticket closing` by checking the field box."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
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msgid "Ticket closing feature in Odoo Helpdesk."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:19
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msgid "To designate which stage the ticket migrates to once it is closed, navigate to the ticket pipeline by going to :menuselection:`Helpdesk --> Overview` and clicking :guilabel:`Tickets` on the team's card."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:23
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msgid "There are two options: create a new Kanban stage or work with an existing one. For both scenarios, click the :guilabel:`Settings (gear)` icon next to the stage name, select :guilabel:`Edit Stage`, and enable :guilabel:`Closing Stage`. After checking the field box, click :guilabel:`Save` to finish."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:29
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msgid "If a closing stage is not specified, by default, the ticket is moved to the last stage in the kanban. If more than one stage is set as a closing stage, the ticket is placed in the first closing stage column."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:33
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msgid "With the ticket closing settings now complete, customers can now view the option to :guilabel:`Close this ticket` when they log into their portal."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
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msgid "Customer view of ticket closing in Odoo Helpdesk."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:40
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msgid "Get reports on tickets closed by customers"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:42
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msgid "To analyze the tickets that have been closed by customers, go to :menuselection:`Helpdesk --> Reporting --> Tickets`. Then, click on the :guilabel:`Filters` menu and choose :guilabel:`Add Custom filter`. Next, set the custom filter parameters to :guilabel:`Closed by partner` and :guilabel:`is true`. Finally, click :guilabel:`Apply`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
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msgid "Filter for tickets closed by customers on Odoo Helpdesk's reporting page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview.rst:5
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#: ../../content/applications/services/timesheets/overview.rst:5
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msgid "Overview"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:3
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msgid "Forum and eLearning"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:6
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msgid "Forum"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:8
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msgid "To go above and beyond email, live chat, web forms, and phone lines, offer your customers a support forum. This way, customers might become more attached to your company as they would be investing time to get into details of your business. You also encourage the exchange of experiences and knowledge, supporting the feeling of belonging to a community (your community!)."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:14
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:52
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:10
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:11
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msgid "Set up"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:16
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Team` and enable *Help Center*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
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msgid "Overview of the settings page of a helpdesk team emphasizing the help center feature in\n"
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"Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:23
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msgid "Create, or edit a forum by clicking on the external link. Among the editing options, choose if you would like the *Forum Mode* to be *Questions*: only one answer is allowed per question or *Discussions*: multiple answers are allowed per question."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
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msgid "Overview of a forum’s settings page in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:31
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msgid "From now on, logged in users can start their discussions. To keep track of posts, go to :menuselection:`Website --> Forum --> Posts`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
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msgid "Overview of the Forums page of a website to show the available ones in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:38
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msgid "Turn tickets into forum posts by simply clicking on *Share on the Forum* on the ticket's page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:45
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msgid "eLearning"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:47
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msgid "In addition to a forum, offer online courses. When doing so, you link your customers and users’ needs and questions to useful content, helping to boost efficiency as they can also find their answers there."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:54
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *eLearning*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
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msgid "Overview of the settings page of a customer care team emphasizing the feature elearning in\n"
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"Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:61
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msgid "Once the structure and content of your course are ready, *Publish* it by clicking on *Unpublished*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
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msgid "View of a course being published for Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:67
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msgid "To keep track of your course statistics, go to *eLearning* and *View Course*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
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msgid "View of the elearning applications dashboard for Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:73
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msgid "Todo"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:73
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msgid "DETAILS/INFO SHOULD COME FROM ELEARNING DOCS. THEREFORE, LINK DOCS ONCE AVAILABLE!"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:3
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msgid "Getting Started"
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:5
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msgid "Helpdesk teams provide your customers with support to queries or errors they might encounter while using your product/service. Therefore, a successful scheme where you can organize multiple teams with their customized pipeline, visibilities settings, and ticket traceability is essential."
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msgstr ""
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|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:10
|
||
msgid "Set up teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:12
|
||
msgid "To modify or create teams, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:14
|
||
msgid "Setting up multiple teams allows you to group tickets by your channels (example: BE/US), or by your support services' types (example: IT, accounting, admin, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of the helpdesk teams page in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:21
|
||
msgid "Team’s productivity and visibility"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:23
|
||
msgid "Teams can have individual *Assignment Methods* to ensure that tickets get redirected to the right person:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:26
|
||
msgid "*Manually*: tickets are manually assigned, allowing employees to manage their own workload and target tickets they are experts at;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:28
|
||
msgid "*Random*: tickets are randomly assigned and everyone gets the same amount. This method ensures that all tickets are handled as the assignment happens automatically;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:30
|
||
msgid "*Balanced*: tickets are assigned to the person with the least amount of tickets so that everyone fairly gets the same amount. Thereby, you ensure that all tickets get to be taken care of."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of a helpdesk team settings page emphasizing the productivity and visibility features\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:40
|
||
msgid "For the *Random* and *Balanced* assignment methods, you can set the *Team Members* among whom tickets are assigned. Leave the field empty to include all employees (with the proper access rights)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:43
|
||
msgid "The *Team Visibility* feature allows you to specify who can see and access the team’s tickets. Therefore, ticket’s with sensible information are only seen by the right people. Leave the field empty to include all employees (with the proper access rights)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:46
|
||
msgid "Set up stages and share it among teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:48
|
||
msgid "To set up stages, go to :menuselection:`Helpdesk --> Configuration --> Stages`. Then, create and/or edit stages as you need and set specific teams to use certain stages under *Team*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of a stage’s setting page emphasizing the option to add teams in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:55
|
||
msgid "Stages can be shared between one or multiple teams, allowing you to adapt the pipeline to your individual needs. They also apply a visibility and access rule, as other teams are not able to see or use the stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of a team’s kanban view in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:64
|
||
msgid ":doc:`/applications/general/users`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
|
||
msgid "Ratings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
|
||
msgid "Allow customers to rate their experience with your helpdesk teams to strengthen your credibility and gain their trust. Reviews can also influence a customer’s decision and open space for feedback that can help you improve the quality of your services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Ratings on tickets*. The feature automatically adds a default email template on the non-folded *closing stage(s)* of that team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:21
|
||
msgid "To edit the email template and the stage(s) set as the closing ones, go to the Kanban view of your helpdesk team and click on *Settings*, then on *Edit Stage*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "Overview of a helpdesk team kanban view emphasizing the menu edit stage in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:28
|
||
msgid "Now, once a ticket reaches the stage(s) designated as the *Closing Stage*, an email is sent to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "View of a standard helpdesk customer review email template for Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:35
|
||
msgid "Ratings can be seen on the chatter of each ticket, under the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:39
|
||
msgid "Ratings visible on the customer portal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:41
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Display Rating on Customer Portal*. Now, by clicking on the helpdesk team’s name on their ticket, customers can see its ratings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "View of the helpdesk ticket from a user’s portal emphasizing the link to the helpdesk team\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:51
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:47
|
||
msgid ":doc:`../advanced/close_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
|
||
msgid "Start Receiving Tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
|
||
msgid "Offering a variety of channels from where your customers can contact you grants them flexibility and the right to choose the best one for themselves. And, in order to make sure inquiries across all channels get addressed, it is essential to have a solution where all interactions come in one place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
|
||
msgid "Channels options to submit tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, and enable the following features as you want them to be available to your users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of a helpdesk teams setting page emphasizing the channels options in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
|
||
msgid "Email Alias"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:24
|
||
msgid "Let your customers submit tickets by sending an email to your support email address. The subject line of the email becomes the title of the ticket and the content is shown in the Chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
|
||
msgid "Select *Configure domain name* to be redirected to *Settings* and, from there, enable *External Email Servers* to determine or change your *Alias Domain*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the settings page of a helpdesk team emphasizing the email alias feature\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:35
|
||
msgid "Using your own email server is required to send and receive emails in Odoo Community and Enterprise. Online users benefit from a ready-to-use email server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:39
|
||
msgid "Website Form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:41
|
||
msgid "Allow your customers to submit a ticket by filling in a form through your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:42
|
||
msgid "Once the feature is activated, get redirected to your website by clicking on *Go to Website*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the settings page of a helpdesk team emphasizing the Go to Website button in\n"
|
||
"Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:49
|
||
msgid "From the website page customize the form as you like. Then, publish it by clicking on *Unpublished*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the website form to submit a ticket for Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:56
|
||
msgid "Live Chat"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:59
|
||
msgid "Through live interactions with your website visitors, helpdesk tickets can be instantly created and redirected to the right person."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:61
|
||
msgid "Click on your helpdesk team's name - for the example below: *Customer Care* - and :doc:`set up your channel </applications/websites/livechat>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the settings page of a helpdesk team emphasizing the live chat features and links\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68
|
||
msgid "Now, your operators can create tickets by using the :doc:`command </applications/websites/livechat/responses>` */helpdesk (subject_of_ticket)*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:72
|
||
msgid "Prioritize tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:74
|
||
msgid "Use the stars to prioritize your tickets. The most urgent ones appear at the top of your list on the Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77
|
||
msgid "1 star = *Low priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:78
|
||
msgid "2 stars = *High priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:79
|
||
msgid "3 stars = *Urgent*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of a team’s kanban view and the prioritized tasks in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:87
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:60
|
||
msgid ":doc:`sla`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:89
|
||
msgid ":doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
|
||
msgid "Reports for a Better Support"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:5
|
||
msgid "An efficient customer service solution should have a built-in reporting option. Reports allow you to track trends, identify areas for improvement, manage employees’ workloads and, most importantly, meet your customer’s expectations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:10
|
||
msgid "Cases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
|
||
msgid "Some examples of the reports Odoo Helpdesk can generate include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:14
|
||
msgid "The number of tickets *grouped by* team and ticket type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:17
|
||
msgid "In this manner, you are able to evaluate which ticket types have been the most frequent ones, plus the workload of your teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:19
|
||
msgid "Apply *Time Ranges* if you would like to make comparisons to a *Previous Period* or a *Previous Year*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of a helpdesk ticket analysis by team and ticket type in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:25
|
||
msgid "The number of tickets closed per day, per team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:27
|
||
msgid "Get an overview of how many requests each team is closing per day in order to measure their performance. Identify productivity levels to understand how many requests they are able to handle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of a helpdesk ticket analysis by team and close date in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:35
|
||
msgid "Filter it by *Assignee* to see Key Performance Indicators (KPI) per agent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:37
|
||
msgid "The number of hours tickets are taking to be solved, grouped by team and ticket type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:39
|
||
msgid "Check if your expectations are met by *measuring* the *Time to close (hours)*. Your customers not only expect fast responses but they also want their issues to be handled quickly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of helpdesk ticket analysis of the hours to close by ticket type and team in\n"
|
||
"Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:48
|
||
msgid "Save filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:50
|
||
msgid "Save the filters you use the most and avoid having to reconstruct them every time they are needed. To do so, set the groups, filters, and measures needed. Then, go to *Favorites*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of helpdesk ticket analysis emphasizing the option to add a filter as a favorite one\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:59
|
||
msgid ":doc:`receiving_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
|
||
msgid "Service Level Agreements (SLA)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:5
|
||
msgid "Service Level Agreements (SLA) are commitments you make with your customers to outline how a service is delivered. It bolsters trust between you and your customers as it makes clear what needs to be done, to what standard, and when."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:10
|
||
msgid "Create your policies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:13
|
||
msgid "First, enable the feature on the settings of the team you would like policies to be applied, going to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:15
|
||
msgid "Create your policies through the team’s settings page or go to :menuselection:`Helpdesk --> Configuration --> SLA Policies`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid "View of an SLA form in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:23
|
||
msgid "Choose to which **Team** the policy is relevant and the **Minimum Priority** a ticket needs to have for the policy to be applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:27
|
||
msgid "**Target** is the stage a ticket needs to reach within the period defined to satisfy the SLA. The period is based on the ticket’s creation date, and a deadline is set on the ticket’s form once it matches an SLA policy rule. If a ticket has more than one policy applied to it, the closest deadline of all SLAs is the one considered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:29
|
||
msgid "When a ticket has satisfied an SLA policy, the SLA tag appears in green and the deadline field is not shown anymore."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid "View of a ticket’s form emphasizing a satisfied SLA in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:37
|
||
msgid "SLA Analysis"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:39
|
||
msgid "Go to :menuselection:`Helpdesk --> Reporting --> SLA Status Analysis`. Apply *Filters* and *Group by* to identify tickets that should be prioritized and keep track of upcoming deadlines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid "View of the SLA status analysis page emphasizing the group by option in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
|
||
msgid "Timesheet and Invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:5
|
||
msgid "Have the option to work with prepaid support services, meaning that a sales order and a corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo allows it to happen because the applications are fully integrated, resulting in faster responses to your customer needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||
msgid "Step 1: Set up a helpdesk team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:17
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, create or edit an existing team, and enable *Timesheet on Ticket* and *Time Reinvoicing*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:20
|
||
msgid "Select or create a project under *Timesheet on Ticket*. The selected/created is the one at which employees timesheet on by default. However, it can be ultimately modified on each ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a helpdesk team settings page emphasizing the timesheet on ticket and time\n"
|
||
"reinvoicing features in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:28
|
||
msgid "Step 2: Set up a service"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:31
|
||
msgid "Go to :menuselection:`Sales --> Configuration --> Settings` and enable *Units of Measure* to optionally be able to choose *hours* (for example) as the unit of measure of your service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:33
|
||
msgid "Then, go to :menuselection:`Sales --> Products --> Products`, create or edit an existing one, and set its *Product Type* as *Service*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a product's form emphasizing the product type and unit of measure fields in Odoo\n"
|
||
"Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:40
|
||
msgid "Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the following configuration:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a product form and the invoicing options under the tab sales in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:47
|
||
msgid "This configuration ensures that the customer is invoiced by the number of hours predicted in the sales order, meaning that less or extra hours recorded are not taken into account. It also ensures that every time a sales order is confirmed, a new task is created under the right project, automating the process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:53
|
||
msgid "We recommend setting up a specific project, as it was done for this flow example. The important thing to remember is that the sales order item needs to be set on the corresponding project or task, in order to reinvoice the time spent on a ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||
msgid "Prevision an invoice and record time"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||
msgid "Step 1: Place an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:63
|
||
msgid "Go to :menuselection:`Sales --> Orders --> Orders` and create one for the helpdesk service product you have previously set up, with the customer who needs the ticket to be opened. Set the number of hours needed to assist the customer and *Confirm* the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a sales order emphasizing the order lines in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:72
|
||
msgid "Step 2: Invoice the customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a sales order emphasizing the create invoice button in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:82
|
||
msgid "Step 3: Link the task to the ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:84
|
||
msgid "Now, in *Helpdesk*, create or edit the respective ticket and link it to the task created by the confirmation of the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a helpdesk ticket emphasizing the field task in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:92
|
||
msgid "Step 4: Record the time spent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:94
|
||
msgid "Still on the respective helpdesk ticket, record the hours performed under the *Timesheets* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a helpdesk ticket emphasizing the timesheets tab in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:100
|
||
msgid "Note that the hours recorded on the ticket form are shown on the *Delivered* column in the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
|
||
msgid "View of a sales order emphasizing the delivered column in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:108
|
||
msgid "Hours recorded on the ticket are automatically shown in *Timesheets* and on the dedicated task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||
msgid ":doc:`reinvoice_from_project`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:112
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:104
|
||
msgid ":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
|
||
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:5
|
||
msgid "The :guilabel:`Timesheets` integration provides more control and transparency over how clients are charged, and what they're specifically billed for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:8
|
||
msgid "In Odoo, the Helpdesk agent can use the ticket to record timesheets. Once a ticket is solved, the client can be billed for the time spent on the ticket. Odoo will pull from the ticket's timesheet to accurately bill the client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:15
|
||
msgid "To turn on the :guilabel:`Timesheets` feature, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next, enable the options :guilabel:`Timesheets` and :guilabel:`Time Billing`. Then, click :guilabel:`Save` to apply these changes to the Helpdesk team settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:20
|
||
msgid "Once the :guilabel:`Timesheets` feature is enabled, a :guilabel:`Project` drop-down option will appear below :guilabel:`Timesheets`. The :guilabel:`Project` drop-down option will automatically be set to a project that Odoo created for the Helpdesk team. The tickets' timesheets will be stored in the selected project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:26
|
||
msgid "Create a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:28
|
||
msgid "After a ticket comes into the pipeline, go to :menuselection:`Sales --> Create`. Then, add the customer from the ticket to the :guilabel:`Customer` field in the new quotation. In the :guilabel:`Order Lines` tab, create or select a product to charge the customer for the time spent on their Helpdesk ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:33
|
||
msgid "If creating a new product from the sales order form, first give the product a name by typing it in the :guilabel:`Product` column. Then, click :guilabel:`Create and edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:36
|
||
msgid "First, in the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to :guilabel:`Service` and the :guilabel:`Sales Price` to the Helpdesk agent's service rate. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Based on Timesheets`. Finally, click :guilabel:`Save` to create the new product and add it to the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:41
|
||
msgid "Once the product is added, click :guilabel:`Confirm` to turn the quotation into a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:-1
|
||
msgid "Create a sales order and add a product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:48
|
||
msgid "Record a timesheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:50
|
||
msgid "To record a timesheet, jump back to the Helpdesk ticket by going to the :guilabel:`Helpdesk` dashboard, clicking :guilabel:`Tickets` on the team's card, and locating the correct ticket. Then, click :guilabel:`Edit` and use the :guilabel:`Timesheets` tab to record the time spent on the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:-1
|
||
msgid "Record time spent on a ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:60
|
||
msgid "The ticket's timesheets can be recorded before or after the sales order is made, the order doesn't matter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:64
|
||
msgid "Link the Helpdesk ticket to the SO"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:66
|
||
msgid "To link the :guilabel:`Sales Order` to the ticket, start on the ticket form and click :guilabel:`Edit`. Next, select the :guilabel:`Sales Order` that was created earlier from the :guilabel:`Sales Order Item` drop-down menu. Odoo will automatically filter the options to only show sales orders that are connected to the ticket's customer. Lastly, click :guilabel:`Save` to connect the ticket and the :guilabel:`Sales Order Item`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:-1
|
||
msgid "Link the SO item to the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:77
|
||
msgid "The :guilabel:`Sales Order Item` can be connected to the ticket before or after any timesheets are recorded, the order doesn't matter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:81
|
||
msgid "Modify billing rates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:83
|
||
msgid "If a timesheet entry is recorded, but the agent does not want to bill the client for that time, go to the :guilabel:`Timesheets` tab and toggle on the visibility of the :guilabel:`Sales Order Item` column. When filling out the information for the timesheet entry, make sure to leave the non-billable timesheet entry's :guilabel:`Sales Order Item` field blank."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:88
|
||
msgid "If the agent wants to charge a different rate for a timesheet entry, first, add a new product to the connected :abbr:`SO (Sales Order)` priced at the new rate. Then, select the new product in the timesheet entry's :guilabel:`Sales Order Item` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:93
|
||
msgid "Create the invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:95
|
||
msgid "When the Helpdesk ticket is completed and the client is ready to be billed for time, begin by clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the sales order. The :guilabel:`Delivered` column should match the number of hours recorded on the ticket's timesheet. After checking and filling out the relevant information, click :guilabel:`Create Invoice` to bill the client for the time spent on the ticket. Odoo will automatically generate an invoice to send to the client and the Helpdesk ticket can officially be closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:103
|
||
msgid ":doc:`invoice_time`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:8
|
||
msgid "Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:10
|
||
msgid "Odoo Project is a tool to manage your ongoing projects. Schedule tasks, assign activities to coworkers, and keep track of each project's profitability."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:14
|
||
#: ../../content/applications/services/timesheets.rst:11
|
||
msgid "`Odoo Tutorials: Project and Timesheets <https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks.rst:5
|
||
msgid "Tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:3
|
||
msgid "Create Project's Tasks from an Email Alias"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:5
|
||
msgid "When you already have an email address that customers know from the top of their heads, changing it is the last thing you want to do. Instead, link that address to your project and transform those conversations into structured work. It automatically creates a task in the first stage of a project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:11
|
||
msgid "Set up an incoming email server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:14
|
||
msgid "On the *Settings* application, enable *External Email Servers* and define the incoming email alias you would like to use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:15
|
||
msgid "**For more information**: :doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:18
|
||
msgid "Configure the email alias in your project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:22
|
||
msgid "Now that you have the incoming email server set up, go to :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define the wanted email alias and choose the policy to receive a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:23
|
||
msgid "In addition, you can now directly set it when creating a new project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:-1
|
||
msgid "In the settings of your project, define the emails alias under the tab email in Odoo Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:30
|
||
msgid "All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:32
|
||
msgid "The email can be seen under the name of your project on the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:-1
|
||
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets.rst:8
|
||
msgid "Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
|
||
msgid "Create Timesheets upon Time Off Validation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
|
||
msgid "Odoo automatically timesheets on project/tasks upon time off requests. This allows for better overall control over the validation of timesheets, as it does not leave place for forgetfulness and questions after hours that have not been timesheeted by the employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and change the *Project* and *Task* set by default, if you like."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of Timesheets setting enabling the feature record time off in Odoo Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
|
||
msgid "Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select or create the needed type, and decide if you would like the requests to be validated or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of a time off types form emphasizing the time off requests and timesheets section in\n"
|
||
"Odoo Time Off"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:26
|
||
msgid "Now, once the employee has requested his time off and the request has been validated (or not, depending on the setting chosen), the time is automatically allocated on *Timesheets*, under the respective project and task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
|
||
msgid "On the example below, the user requested *Paid Time off* from July 13th to 15th."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of the time off request form in Odoo Time Off"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:33
|
||
msgid "Considering that validation is not required, the requested time off is automatically displayed in *Timesheets*. If validation is necessary, the time is automatically allocated after the responsible person for validating does it so."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "Video of timesheets emphasizing the requested time off from the employee in Odoo Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:41
|
||
msgid "Click on the magnifying glass, hovering over the concerned cell, to access all the aggregated data on that cell (day), and see details regarding the project/task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of the details of a project/task in Odoo Timeheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:7
|
||
msgid "What can I expect from the support service?"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:11
|
||
msgid "5 days a week"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:13
|
||
msgid "Your Odoo Online subscription includes **unlimited 24hr support at no extra cost, Monday to Friday**. Our teams are located around the world to ensure you have support, no matter your location. Your support representative could be communicating to you from San Francisco, Belgium, or India!"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:18
|
||
msgid "Our support team can be contacted through our `online support form <https://www.odoo.com/help>`__."
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:22
|
||
msgid "What kind of support is included?"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:24
|
||
msgid "Providing you with relevant material (guidelines, product documentation, etc...)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:26
|
||
msgid "Answers to issues that you may encounter in your standard Odoo database (eg. “I cannot close my Point of Sale” or “I cannot find my sales KPIs?”)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:28
|
||
msgid "Questions related to your account, subscription, or billing"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:29
|
||
msgid "Bug resolution (blocking issues or unexpected behaviour not due to misconfiguration or customization)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:31
|
||
msgid "Issues that might occur in a test database after upgrading to a newer version"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:33
|
||
msgid "*Odoo Support does not make changes to your production database without your agreement and gives you the material and knowledge to do it yourself!*"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:37
|
||
msgid ":ref:`upgrade/sla`"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:38
|
||
msgid ":doc:`/administration/maintain/supported_versions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:42
|
||
msgid "What kind of support is not included?"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:44
|
||
msgid "Questions that require us to understand your business processes in order to help you implement your database"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:46
|
||
msgid "Training on how to use our software (we will direct you to our many resources)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:47
|
||
msgid "Import of documents into your database"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:48
|
||
msgid "Guidance on which configurations to apply inside of an application or the database"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:49
|
||
msgid "How to set up configuration models (Examples include: Inventory Routes, Payment Terms, Warehouses, etc)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:51
|
||
msgid "Any intervention on your own servers/deployments of Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:52
|
||
msgid "Any intervention on your own third party account (Ingenico, Authorize, UPS, etc)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:53
|
||
msgid "Questions or issues related to specific developments or customizations done either by Odoo or a third party (this is specific only to your database or involving code)"
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:57
|
||
msgid "You can get this type of support with a `Success Pack <https://www.odoo.com/pricing-packs>`__. With a pack, one of our consultants will analyze the way your business runs and tell you how you can get the most out of your Odoo Database. We will handle all configurations and coach you on how to use Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/services/support/what_can_i_expect.rst:63
|
||
msgid ":doc:`/administration/upgrade`"
|
||
msgstr ""
|