10181 lines
387 KiB
Plaintext
10181 lines
387 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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# ExcaliberX <excaliberx@gmail.com>, 2022
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# Ha Ketem <haketem@gmail.com>, 2022
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# דודי מלכה <Dudimalka6@gmail.com>, 2023
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# Martin Trigaux, 2023
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# Adi Sharashov <Adi@laylinetech.com>, 2023
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# שהאב חוסיין <shhab89@gmail.com>, 2023
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# Yihya Hugirat <hugirat@gmail.com>, 2023
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# Roy Sayag, 2023
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# ZVI BLONDER <ZVIBLONDER@gmail.com>, 2023
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# NoaFarkash, 2023
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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 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-07-03 09:37+0000\n"
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"PO-Revision-Date: 2022-10-04 12:54+0000\n"
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"Last-Translator: NoaFarkash, 2023\n"
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"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\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: he\n"
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"Plural-Forms: nplurals=4; plural=(n == 1 && n % 1 == 0) ? 0 : (n == 2 && n % 1 == 0) ? 1: (n % 10 == 0 && n % 1 == 0 && n > 10) ? 2 : 3;\n"
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#: ../../content/applications/sales.rst:5
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#: ../../content/applications/sales/sales.rst:8
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msgid "Sales"
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msgstr "מכירות"
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#: ../../content/applications/sales/crm.rst:8
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msgid "CRM"
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msgstr "ניהול קשרי לקוחות"
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#: ../../content/applications/sales/crm.rst:10
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msgid ""
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"**Odoo CRM** helps you organize your sales activities: track leads, close "
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"opportunities and get accurate forecasts. Keep opportunities organized with "
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"the pipeline and manage your day-to-day activities with meetings and next "
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"activities."
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msgstr ""
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#: ../../content/applications/sales/crm.rst:15
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msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads.rst:5
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msgid "Acquire leads"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
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msgid "Convert leads into opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
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msgid ""
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"The system can generate leads instead of opportunities, in order to add a "
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"qualification step before converting a *Lead* into an *Opportunity* and "
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"assigning to the right sales people."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
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msgid ""
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"You can activate this mode from the CRM Settings. It applies to all your "
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"sales channels by default. But you can make it specific for specific "
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"channels from their configuration form."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10
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#: ../../content/applications/sales/crm/optimize/gamification.rst:11
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9
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#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:10
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
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#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12
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#: ../../content/applications/sales/point_of_sale/configuration.rst:6
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#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:11
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12
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#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
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#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:20
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#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
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#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
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#: ../../content/applications/sales/rental.rst:20
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
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#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:9
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:9
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#: ../../content/applications/sales/subscriptions/closing.rst:31
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#: ../../content/applications/sales/subscriptions/upselling.rst:25
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msgid "Configuration"
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msgstr "תצורה"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16
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msgid ""
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"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
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"Settings` and activate the *Leads* feature."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22
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msgid ""
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"You will now have a new submenu *Leads* under *Leads* where they will "
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"aggregate."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29
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msgid "Convert a lead into an opportunity"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31
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msgid ""
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"When you click on a *Lead* you will have the option to convert it to an "
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"opportunity and decide if it should still be assigned to the same "
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"channel/person and if you need to create a new customer."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
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msgid ""
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"If you already have an opportunity with that customer Odoo will "
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"automatically offer you to merge with that opportunity. In the same manner, "
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"Odoo will automatically offer you to link to an existing customer if that "
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"customer already exists."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44
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msgid "Merge opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46
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msgid ""
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"Odoo will also automatically propose to merge opportunities if they have the"
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" same email address. When merging opportunities, Odoo merges the information"
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" into the opportunity which was created first, giving priority to the "
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"information present on the first opportunity."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:51
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msgid ""
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"No information is lost: data from the other opportunity is logged in the "
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"chatter and the information fields for easy access."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57
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msgid ""
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"Would you find a duplicate yourself, ...you can also merge opportunities or "
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"leads even if the system doesn't propose it."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
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msgid ""
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"Here’s how, from the list view. Select the opportunities or leads you want "
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"to merge and the action button will appear. Then, you can select merge."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67
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msgid "It is also possible to merge more than 2 opportunities or leads."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3
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msgid "Generate leads/opportunities"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5
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msgid ""
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"Two key ways to generate new leads or opportunities for your business are "
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"through email aliases and website contact forms. Odoo automatically creates "
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"leads in your CRM whenever someone sends a message to a Sales Team email "
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"alias or fills out a contact form on your website."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10
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msgid "Configure email aliases"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:12
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msgid ""
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"Each Sales Team can use its own unique email alias to generate "
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"leads/opportunities. Any email sent to a Sales Team's email alias will "
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"automatically create a lead (if leads are activated in your CRM settings) or"
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" an opportunity in the pipeline for that particular team. Configure custom "
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"email aliases on the configuration page for each Sales Team by navigating to"
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" :menuselection:`CRM --> Configuration --> Sales Teams`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Configuring Sales Teams"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23
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msgid "Use Contact Forms on your website"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25
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msgid ""
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"By default, your website's *Contact Us* page displays Odoo's ready-to-use "
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"Contact Form. Whenever someone submits this form, a lead or an opportunity "
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"is generated in your database."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Default Contact Us page"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:32
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msgid ""
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"The Contact Form can be activated or deactivated at any time by going to "
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":menuselection:`Website --> Go to Website --> Customize --> Contact Form`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Form toggle"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:39
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msgid ""
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"When the Form is deactivated, the *Contact Us* page simply displays a button"
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" to email your company directly. Any email sent this way will generate a "
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"lead/opportunity."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Us Page using email"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:46
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msgid ""
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"Choose which Sales Team or salesperson is automatically assigned to the "
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"leads/opportunities created from the Contact Form by going to "
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":menuselection:`Website --> Configuration --> Settings --> Communication`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Form settings"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55
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msgid "Customize Contact Forms"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57
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msgid ""
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"Contact Forms can be customized for the specific information your team "
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"needs, using the free *Form Builder* module."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:60
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msgid ""
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"The *Form Builder* module is installed automatically when a Form element is "
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"added to a web page via the Website Builder. It can also be installed "
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"manually from the :guilabel:`Apps` page."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Form Builder building blocks"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68
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msgid ""
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"Forms can be created from scratch to serve a wide variety of purposes. "
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"However, Odoo's default *Contact Us* page is designed to fit most users' "
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"needs. Start with the default form and modify from there."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73
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msgid "Edit Contact Form fields"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:75
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msgid ""
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"In Edit mode on your website, click on any field to start editing it. The "
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"following information can be edited for each field on the Contact Form:"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:78
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msgid ""
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":guilabel:`Type`: Choose a custom field option or an existing field. "
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"Examples include phone, file upload, language, etc."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:80
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msgid ""
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":guilabel:`Input Type`: Determine the type of entry customers should input. "
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"Available options are text,email, telephone, and URL."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82
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msgid ""
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":guilabel:`Input Placeholder`: Type in an example to guide users how to "
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"input information where formatting is important, such as a phone number or "
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"email address."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:84
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msgid ""
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":guilabel:`Label Name`: Type in the display name to show users what "
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"information is needed from them."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:86
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msgid ""
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":guilabel:`Label Position`: Choose the way the label is aligned with the "
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"rest of the form. The label can be hidden, above the field, to the far left "
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"of the field, or right adjusted and closer to the field."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89
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msgid ""
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":guilabel:`Required`: Toggle this option for information that you absolutely"
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" need entered."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90
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msgid ""
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":guilabel:`Hidden`: Toggle this option to hide the field without deleting "
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"it."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:91
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msgid ""
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":guilabel:`Shown on Mobile`: Toggle this option to show the field to users "
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"on mobile devices."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Editable field options"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:97
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msgid ""
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"By default, when a Form is submitted, it sends you an email with the "
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"customer's inputted information. To have it automatically generate a "
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"lead/opportunity instead, edit the Form and select :guilabel:`Create an "
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"Opportunity` as the Action."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:102
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msgid ""
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"If leads are activated in your CRM settings, selecting :guilabel:`Create an "
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"Opportunity` generates a lead instead. To learn more about activating leads "
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"in the CRM settings, head over to :doc:`convert`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
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msgid "Lead mining"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5
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msgid ""
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"Lead mining is a feature that allows CRM users to generate new leads "
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"directly into their Odoo database. To ensure lead qualification, lead mining"
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" output is determined by a variety of filtering criteria, such as the "
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"country, the company size, and the industry."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12
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msgid ""
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"To get started, go to :menuselection:`CRM --> Configuration --> Settings` "
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"and activate :guilabel:`Lead Mining`."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
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msgid "Activate lead mining in Odoo CRM settings."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20
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msgid "Generate leads"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22
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msgid ""
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"After the :guilabel:`Lead Mining` setting is activated, a new button called "
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":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` "
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"pipeline. Lead mining requests are also available through "
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":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through "
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":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate "
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"Leads` button is also available."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
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msgid "The Generate Leads button to use the lead mining feature."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32
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msgid ""
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"Click on the :guilabel:`Generate Leads` button, and a window will appear "
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"offering a variety of criteria by which to generate leads."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
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msgid ""
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"The pop-up window with the selection criteria in order to generate leads in "
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"Odoo."
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39
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msgid ""
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"Choose to generate leads for :guilabel:`Companies` to get company "
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"information only, or choose :guilabel:`Companies and their Contacts` to get "
|
||
"company information as well as individual employee contact information. When"
|
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" targeting :guilabel:`Companies and their Contacts`, there is an option to "
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"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`."
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msgstr ""
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|
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
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msgid "Additional filtering options include:"
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msgstr ""
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46
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msgid ""
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":guilabel:`Size`: filter leads based on the number of employees at the "
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"company"
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msgstr ""
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|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47
|
||
msgid ""
|
||
":guilabel:`Countries`: filter leads based on the country (or countries) they"
|
||
" are located in"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
|
||
msgid ""
|
||
":guilabel:`States`: further filter leads based on the state they are located"
|
||
" in, if applicable"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49
|
||
msgid ""
|
||
":guilabel:`Industries`: filter leads based on the specific industry they "
|
||
"work in"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50
|
||
msgid ""
|
||
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
|
||
"to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
|
||
msgid ""
|
||
":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads "
|
||
"will be assigned to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52
|
||
msgid ""
|
||
":guilabel:`Default Tags`: choose which tags are applied directly to the "
|
||
"leads once found"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55
|
||
msgid ""
|
||
"Make sure to be aware of the latest EU regulations when receiving contact "
|
||
"information. Get more information about the General Data Protection "
|
||
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36
|
||
msgid "Pricing"
|
||
msgstr "תמחור"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
|
||
msgid ""
|
||
"Lead mining is an *In-App Purchase* feature and each generated lead costs "
|
||
"one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63
|
||
msgid ""
|
||
"Choosing to generate :guilabel:`Companies and their Contacts` costs one "
|
||
"additional credit for each contact generated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67
|
||
msgid ""
|
||
"See here for full pricing information: `Lead Generation by Odoo IAP "
|
||
"<https://iap.odoo.com/iap/ in-app-services/167?>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70
|
||
msgid ""
|
||
"To buy credits, navigate to :menuselection:`CRM --> Configuration --> "
|
||
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
||
":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Buy credits from the lead mining settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78
|
||
msgid ""
|
||
"Credits may also be purchased by navigating to the :menuselection:`Settings "
|
||
"--> General Settings`. In the :guilabel:`In-App Purchases` section, under "
|
||
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Buy credits in the Odoo IAP settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88
|
||
msgid ""
|
||
"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits"
|
||
" in their database to test any IAP features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92
|
||
msgid ":doc:`../../../general/in_app_purchase`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
|
||
msgid "Send quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
|
||
msgid ""
|
||
"When you qualify a lead into an opportunity you will most likely need to "
|
||
"send them a quotation. You can directly do this in the CRM App with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12
|
||
msgid "Create a new quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
|
||
msgid ""
|
||
"By clicking on any opportunity or lead, you will see a *New Quotation* "
|
||
"button, it will bring you into a new menu where you can manage your quote."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21
|
||
msgid ""
|
||
"You will find all your quotes to that specific opportunity under the "
|
||
"*Quotations* menu on that page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28
|
||
msgid "Mark them won/lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30
|
||
msgid ""
|
||
"Now you will need to mark your opportunity as won or lost to move the "
|
||
"process along."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
|
||
msgid ""
|
||
"If you mark them as won, they will move to your *Won* column in your Kanban "
|
||
"view. If you however mark them as *Lost* they will be archived."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize.rst:5
|
||
msgid "Optimize your Day-to-Day work"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
|
||
msgid "How to motivate and reward my salespeople?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
|
||
msgid ""
|
||
"Challenging your employees to reach specific targets with goals and rewards "
|
||
"is an excellent way to reinforce good habits and improve your salespeople "
|
||
"productivity. The Gamification module gives you simple and creative ways to "
|
||
"motivate and evaluate your employees with real-time recognition and badges "
|
||
"inspired by game mechanics."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:13
|
||
msgid ""
|
||
"Install the *Gamification* module, or the *CRM gamification* one, which adds"
|
||
" some useful data (goals and challenges) that can be used on *CRM/Sale*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View of the gamification module being installed in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:21
|
||
msgid "Create a challenge"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:23
|
||
msgid ""
|
||
"Now, create your first challenge by going to :menuselection:`Settings --> "
|
||
"Gamification Tools --> Challenges`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
|
||
msgid ""
|
||
"As the gamification tool is a one-time technical setup, you need to activate"
|
||
" the technical features in order to access the configuration. To do so, go "
|
||
"to *Settings* and *Activate the developer mode*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View if the gamification tools menu in Odoo Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:35
|
||
msgid ""
|
||
"A challenge is a mission that you send to your sales team. It can include "
|
||
"one or several goals, set for a specific period of time. Configure your "
|
||
"challenge as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
|
||
msgid "Assign the salespeople to be challenged;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:39
|
||
msgid "Assign a responsible;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
|
||
msgid "Set up the periodicity along with the start and the end date;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:41
|
||
msgid "Select your goals;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:42
|
||
msgid "Set up your rewards (badges)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:45
|
||
msgid ""
|
||
"Badges are granted when a challenge is finished. This is either at the end "
|
||
"of a running period (eg: end of the month for a monthly challenge), at the "
|
||
"end date of a challenge (if no periodicity is set), or when the challenge is"
|
||
" manually closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:49
|
||
msgid ""
|
||
"In the example below, 2 employees are being challenged with a *Monthly Sales"
|
||
" Target*. The challenge is based on 2 goals: the total amount invoiced and "
|
||
"number of new leads generated. At the end of the month, the winner will be "
|
||
"granted with a badge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid ""
|
||
"View of the challenge form and a challenge being created for Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:58
|
||
msgid "Set up goals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:60
|
||
msgid ""
|
||
"The users can be evaluated using goals and numerical objectives to reach."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
|
||
msgid ""
|
||
"**Goals** are assigned through *challenges* that evaluate (see image above) "
|
||
"and compare members of a team throughout time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:66
|
||
msgid ""
|
||
"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
|
||
"new item*, under *Goals*. Select the business object according to your "
|
||
"company's needs. Examples: number of new leads, time to qualify a lead, "
|
||
"total amount invoiced in a specific week, month or any other time frame "
|
||
"based on your management preferences, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid ""
|
||
"View of the goal definition form and a goal definition being created for "
|
||
"Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:73
|
||
msgid ""
|
||
"Goals may include your database setup as well (e.g. set your company data "
|
||
"and a timezone, create new users, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:77
|
||
msgid "Set up rewards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:79
|
||
msgid ""
|
||
"For non-numerical achievements, **Badges** can be granted to users. From a "
|
||
"simple thank you to an exceptional achievement, a badge is an easy way to "
|
||
"express gratitude to a user for their good work. To create and grant badges "
|
||
"to your employees based on their performance, go to :menuselection:`Settings"
|
||
" --> Gamification Tools --> Badges`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View of the badges page in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
|
||
msgid "Enrich your contacts base with Partner Autocomplete"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
|
||
msgid ""
|
||
"Parter Autocomplete helps you to enrich your contacts database with "
|
||
"corporate data. Select one of the companies suggested in the dropdown, and "
|
||
"quickly get all the information you need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Contacts` and activate the *Partner "
|
||
"Autocomplete* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid "View of settings page and the activations of the feature in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18
|
||
msgid "Enrich your contacts with corporate data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:22
|
||
msgid ""
|
||
"From any module, once you start to create a new contact typing the name of "
|
||
"it, the system will suggest a potential match. If you select it, the contact"
|
||
" will be populated with corporate data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23
|
||
msgid ""
|
||
"For example, after typing *Odoo*, you will get the following information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid "Creating a new contact in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid ""
|
||
"View of the information being shown about odoo with the autocomplete option "
|
||
"in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:33
|
||
msgid ""
|
||
"Partner Autocomplete also works if you enter a VAT number instead of a "
|
||
"company name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
|
||
msgid ""
|
||
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
||
" prepaid credits to be used. Each request will consume one credit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41
|
||
msgid ""
|
||
"To buy credits, go to :menuselection:`Settings --> Contacts --> Partner "
|
||
"Autocomplete or Odoo IAP --> View My Services` and select a package."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:44
|
||
msgid ""
|
||
"If you run out of credits, the only information that will be populated when "
|
||
"clicking on the suggested company will be the website link and the logo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46
|
||
msgid ""
|
||
"If you are on Odoo Online and you have the Enterprise version, you benefit "
|
||
"from free trial credits to test the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48
|
||
msgid ""
|
||
"Learn about our *Privacy Policy* `here "
|
||
"<https://iap.odoo.com/privacy#header_2>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance.rst:5
|
||
msgid "Analyze performance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:3
|
||
msgid "How to use Google Spreadsheet in Addition to my Data?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:5
|
||
msgid ""
|
||
"Create custom dashboards in Google Spreadsheet that retrieves data directly "
|
||
"from Odoo using spreadsheet formula. You can use it to create sales "
|
||
"commission plans, budgets, project forecasts, etc. Formulas are written in "
|
||
"Python but programming skills are not required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:12
|
||
msgid ""
|
||
"From the *General Settings*, activate *Google Drive* and *Google "
|
||
"Spreadsheet*. The options *Authorization Code* and *Get Authorization Code* "
|
||
"are now available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst-1
|
||
msgid "Enable the Google Drive and Google Spreadsheet features in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:19
|
||
msgid "Now, link your Google account with Odoo by following these steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:21
|
||
msgid "Get Authorization Code"
|
||
msgstr "קבלת קוד אישור"
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:22
|
||
msgid "Select your Google account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:23
|
||
msgid "Enter your password"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:24
|
||
msgid "Copy the code"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:25
|
||
msgid "Paste it into the Authorization Code field"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:28
|
||
msgid "Create a new Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:30
|
||
msgid ""
|
||
"From the *CRM* app, for example, go to *Favorites* and click on *Add to "
|
||
"Google Spreadsheet*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst-1
|
||
msgid ""
|
||
"From the CRM application, for example, click on add to Google Spreadsheet in"
|
||
" Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:36
|
||
msgid "A new spreadsheet will be automatically created in your Google Drive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:39
|
||
msgid ""
|
||
"When you opening this new file, a second sheet is created automatically by "
|
||
"Odoo with a tutorial/documentation on *How to use Google Spreadsheet*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:43
|
||
msgid "Link a Spreadsheet with Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:45
|
||
msgid "From this new file, configure your database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:46
|
||
msgid ""
|
||
"Go to :menuselection:`Odoo --> Server Settings --> Database Name --> "
|
||
"Username --> Password`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst-1
|
||
msgid "Menu called Odoo is shown on the settings bar in the Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:53
|
||
msgid "Applications"
|
||
msgstr "יישומים"
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:55
|
||
msgid ""
|
||
"You have two different formulas available when using Google Spreadsheet in "
|
||
"Odoo: *retrieve data* and *retrieve grouped sums*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:59
|
||
msgid ""
|
||
"Google Drive limits the execution time of scripts; if the data you requested"
|
||
" takes too long to be delivered, you might get an error. There is no "
|
||
"specific size limit, since the time for Odoo to respond depends on several "
|
||
"factors - although reading data regarding several thousand records is "
|
||
"usually fine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:66
|
||
msgid "Retrieve Data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:70
|
||
msgid ""
|
||
"The theoretical formula is :command:`= oe_browse "
|
||
"(table;columns;filters;orderby:limit)`. Used it if you want to display the "
|
||
"information without grouping it (e.g.: each sales order in the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:71
|
||
msgid "Find some the arguments in the table below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst-1
|
||
msgid "Table with examples of arguments to use in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:78
|
||
msgid "Retrieve Grouped Sums"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:81
|
||
msgid ""
|
||
"The theoretical formula is :command:`= oe_read_group "
|
||
"(table;columns;group_by;filters;orderby:limit)`. Use it when you want to "
|
||
"display a sum of data (e.g.: total invoiced)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:82
|
||
msgid "Find some arguments in the table below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst-1
|
||
msgid "Table with examples of grouped sum arguments to use in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:89
|
||
msgid "Other uses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/google_spreadsheets.rst:91
|
||
msgid ""
|
||
"Mix Odoo data with spreadsheet data, add traditional formulas, and create "
|
||
"Dynamic Tabled and Graphs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:3
|
||
msgid "Check your Win/Loss Ratio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:5
|
||
msgid ""
|
||
"To see how well you are doing with your pipeline, take a look at the "
|
||
"Win/Loss ratio."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:8
|
||
msgid ""
|
||
"To access this report, go to your *Pipeline* view under the *Reporting* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:11
|
||
msgid ""
|
||
"From there you can filter to which opportunities you wish to see, yours, the"
|
||
" ones from your sales channel, your whole company, etc. You can then click "
|
||
"on filter and check Won/Lost."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:18
|
||
msgid "You can also change the *Measures* to *Total Revenue*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:23
|
||
msgid "You also have the ability to switch to a pie chart view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline.rst:5
|
||
msgid "Organize the pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
|
||
msgid "Manage lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
|
||
msgid ""
|
||
"While working with your opportunities, you might lose some of them. You will"
|
||
" want to keep track of the reasons you lost them and also which ways Odoo "
|
||
"can help you recover them in the future."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
|
||
msgid "Mark a lead as lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
|
||
msgid ""
|
||
"While in your pipeline, select any opportunity you want and you will see a "
|
||
"*Mark Lost* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
|
||
msgid ""
|
||
"You can then select an existing *Lost Reason* or create a new one right "
|
||
"there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
|
||
msgid "Manage & create lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24
|
||
msgid ""
|
||
"You will find your *Lost Reasons* under :menuselection:`Configuration --> "
|
||
"Lost Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
|
||
msgid ""
|
||
"You can select & rename any of them as well as create a new one from there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
|
||
msgid "Retrieve lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32
|
||
msgid ""
|
||
"To retrieve lost opportunities and do actions on them (send an email, make a"
|
||
" feedback call, etc.), select the *Lost* filter in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
|
||
msgid "You will then see all your lost opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
||
msgid ""
|
||
"If you want to refine them further, you can add a filter on the *Lost "
|
||
"Reason*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
|
||
msgid "For Example, *Too Expensive*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50
|
||
msgid "Restore lost opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52
|
||
msgid ""
|
||
"From the Kanban view with the filter(s) in place, you can select any "
|
||
"opportunity you wish and work on it as usual. You can also restore it by "
|
||
"clicking on *Archived*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59
|
||
msgid ""
|
||
"You can also restore items in batch from the Kanban view when they belong to"
|
||
" the same stage. Select *Restore Records* in the column options. You can "
|
||
"also archive the same way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
|
||
msgid "To select specific opportunities, you should switch to the list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
|
||
msgid ""
|
||
"Then you can select as many or all opportunities and select the actions you "
|
||
"want to take."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78
|
||
msgid ":doc:`../performance/win_loss`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
|
||
msgid "Multiple sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5
|
||
msgid ""
|
||
"Use the *Sales Teams* feature to manage several sales teams, departments, or"
|
||
" channels, each with their own unique sales processes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10
|
||
msgid "Create a new sales team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12
|
||
msgid ""
|
||
"To create a new sales team, go to :menuselection:`CRM --> Configuration --> "
|
||
"Sales Teams`, then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:15
|
||
msgid ""
|
||
"On the creation page, set an :guilabel:`Email Alias` to automatically "
|
||
"generate a lead/opportunity for this sales team every time a message is sent"
|
||
" to that unique email address. Choose whether to accept emails from "
|
||
":guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or "
|
||
":guilabel:`Followers Only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:20
|
||
msgid ""
|
||
"Set an :guilabel:`Invoicing Target` if this team has specific monthly "
|
||
"revenue goals. Set a :guilabel:`Domain` to assign leads/opportunities to "
|
||
"this sales team based on specific filters, such as country, language, or "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Create a sales team in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29
|
||
msgid "Add members to a sales team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:31
|
||
msgid ""
|
||
"To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab"
|
||
" when editing the sales team's configuration page. Select a salesperson from"
|
||
" the drop-down menu or create new salesperson. Set a maximum number of leads"
|
||
" that can be assigned to this salesperson in a 30-day period to ensure that "
|
||
"they do not overwork."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Add a salesperson in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40
|
||
msgid ""
|
||
"One person can be added as a team member or :guilabel:`Team Leader` to "
|
||
"multiple sales teams, allowing them to access all of the pipelines that they"
|
||
" need to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44
|
||
msgid "Sales team dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46
|
||
msgid ""
|
||
"To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> "
|
||
"Teams`. Odoo users will see any teams that they are a part of as dashboard "
|
||
"tiles."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:49
|
||
msgid ""
|
||
"Each tile gives an overview of the sales team's open opportunities, "
|
||
"quotations, sales orders, and expected revenue, as well as a bar graph of "
|
||
"new opportunities per week and an invoicing progress bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Sales team overview dashboard in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:57
|
||
msgid ""
|
||
"Click on the three dots in the corner of a tile to open a navigational menu "
|
||
"that lets users quickly view documents or reports, create new quotations or "
|
||
"opportunities, pick a color for this team, or access the team's "
|
||
"configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid ""
|
||
"Click the Three Dot Menu in Odoo CRM dashboard to view documents and create "
|
||
"opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:65
|
||
msgid ""
|
||
"Click on the :guilabel:`Pipeline` button to go directly to that team's CRM "
|
||
"pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads.rst:5
|
||
msgid "Assign and track leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
|
||
msgid "Assign leads with predictive lead scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
||
msgid ""
|
||
"The Odoo *CRM* app can automatically assign leads/opportunities to sales "
|
||
"teams and salespeople. A standard practice is to assign leads based on the "
|
||
"probability of winning each lead. Companies can prioritize the leads that "
|
||
"are more likely to result in successful deals by quickly assigning them to "
|
||
"the appropriate salespeople."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
|
||
msgid ""
|
||
"Odoo automatically calculates the probability of winning each lead using a "
|
||
"method called *predictive lead scoring*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
|
||
msgid "Predictive lead scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
|
||
msgid ""
|
||
"Predictive lead scoring is a machine-learning model that uses historical "
|
||
"data from Odoo *CRM* to score open leads/opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
|
||
msgid ""
|
||
"As a company processes opportunities through the CRM pipeline, Odoo collects"
|
||
" data on which opportunities are won and lost. Predictive lead scoring uses "
|
||
"this data to predict the probability of winning each new lead or "
|
||
"opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
|
||
msgid ""
|
||
"The more opportunities that are sent through the CRM pipeline, the more data"
|
||
" Odoo collects, resulting in more accurate probabilities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
|
||
msgid ""
|
||
"Specifically, Odoo's predictive lead scoring uses the *naive Bayes* "
|
||
"probability model:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28
|
||
msgid ""
|
||
"\\begin{equation}\n"
|
||
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
|
||
"\\end{equation}\n"
|
||
"\n"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
|
||
msgid ""
|
||
"The probability of success of each opportunity is displayed on the "
|
||
"opportunity form, and it updates automatically as the opportunity progresses"
|
||
" through the CRM pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid "The probability of success displayed on the opportunity form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
||
msgid ""
|
||
"When an opportunity moves to the next stage, its probability of success "
|
||
"automatically increases according to the predictive lead scoring algorithm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46
|
||
msgid ""
|
||
"Predictive lead scoring is always active in Odoo *CRM*. However, the "
|
||
"variables used to calculate the probability of success can be customized in "
|
||
"the settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49
|
||
msgid ""
|
||
"To customize the variables used by predictive lead scoring, go to "
|
||
":menuselection:`CRM --> Configuration --> Settings`. Under "
|
||
":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update "
|
||
"Probabilities` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53
|
||
msgid ""
|
||
"Then, click on the drop-down menu to choose which variables the predictive "
|
||
"lead scoring feature will take into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid ""
|
||
"The Update Probabilities window in the Predictive Lead Scoring settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
|
||
msgid "Any number of the following variables can be activated:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||
msgid ""
|
||
":guilabel:`State`: the geographical state from which the opportunity "
|
||
"originates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63
|
||
msgid ""
|
||
":guilabel:`Country`: the geographical country from which the opportunity "
|
||
"originates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64
|
||
msgid ""
|
||
":guilabel:`Phone Quality`: whether or not a phone number is listed for the "
|
||
"opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
|
||
msgid ""
|
||
":guilabel:`Email Quality`: whether or not an email address is listed for the"
|
||
" opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66
|
||
msgid ""
|
||
":guilabel:`Source`: the source of an opportunity (e.g. search engine, social"
|
||
" media)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67
|
||
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68
|
||
msgid ":guilabel:`Tags`: the tags placed on the opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71
|
||
msgid ""
|
||
"The variables `Stage` and `Team` are always in effect. `Stage` refers to the"
|
||
" CRM pipeline stage that an opportunity is in. `Team` refers to the sales "
|
||
"team that is assigned to an opportunity. Predictive lead scoring *always* "
|
||
"takes into account these two variables, regardless of which optional "
|
||
"variables are selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
|
||
msgid ""
|
||
"Next, click on the date field next to the option :guilabel:`Consider leads "
|
||
"created as of the:` to select the date from which predictive lead scoring "
|
||
"will begin its calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
|
||
msgid "Lastly, click :guilabel:`Confirm` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
|
||
msgid "Change the probability manually"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
|
||
msgid ""
|
||
"An opportunity's probability of success can be changed manually on the "
|
||
"opportunity form. Click on the probability number to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88
|
||
msgid ""
|
||
"Manually changing the probability removes the automatic probability updates "
|
||
"for that opportunity. The probability will no longer update automatically as"
|
||
" the opportunity moves through each stage of the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
|
||
msgid ""
|
||
"To reactivate automatic probability, click on the gear icon next to the "
|
||
"probability percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid ""
|
||
"The gear icon used to reactivate automatic probability on an opportunity "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99
|
||
msgid "Assign leads based on probability"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101
|
||
msgid ""
|
||
"Odoo *CRM* can assign leads/opportunities to sales teams and salespeople "
|
||
"based on specified rules. Create assignment rules based on the leads' "
|
||
"probability of success to prioritize those that are more likely to result in"
|
||
" deals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106
|
||
msgid "Configure rule-based assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
|
||
msgid ""
|
||
"To activate *rule-based assignment*, navigate to :menuselection:`CRM --> "
|
||
"Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111
|
||
msgid ""
|
||
"The rule-based assignment feature can be set to run :guilabel:`Manually`, "
|
||
"meaning an Odoo user must manually trigger the assignment, or "
|
||
":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the "
|
||
"assignment according to the chosen time period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115
|
||
msgid ""
|
||
"To set up automatic lead assignment, select :guilabel:`Repeatedly` for the "
|
||
":guilabel:`Running` section. Then, customize how often Odoo will trigger the"
|
||
" automatic assignment in the :guilabel:`Repeat every` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid "The Rule-Based Assignment setting in CRM settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123
|
||
msgid ""
|
||
"If rule-based assignment is set to run :guilabel:`Repeatedly`, the "
|
||
"assignment can still be triggered manually using the circular arrow icon in "
|
||
"the :guilabel:`Rule-Based Assignment` settings (or using the "
|
||
":guilabel:`Assign Leads` button on the sales team configuration page)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128
|
||
msgid "Configure assignment rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130
|
||
msgid ""
|
||
"Next, configure the *assignment rules* for each sales team and/or "
|
||
"salesperson. These rules determine which leads Odoo assigns to which people."
|
||
" To get started, navigate to :menuselection:`CRM --> Configuration --> Sales"
|
||
" Teams`, and select a sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134
|
||
msgid ""
|
||
"On the sales team configuration form, under :guilabel:`Assignment Rules`, "
|
||
"click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to "
|
||
"determine lead assignment for this sales team. The rules can include "
|
||
"anything that may be relevant for this company or team, and any number of "
|
||
"rules can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139
|
||
msgid ""
|
||
"Click :guilabel:`Add Filter` to start creating assignment rules. Click on "
|
||
"the :guilabel:`+` sign on the right of the assignment rule to add another "
|
||
"line. Click on the :guilabel:`x` symbol to remove the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143
|
||
msgid ""
|
||
"To create an assignment rule based on an opportunity's probability of "
|
||
"success, click on the far left drop-down menu of an assignment rule line, "
|
||
"and select :guilabel:`Probability`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146
|
||
msgid ""
|
||
"From the middle drop-down menu, select the desired equation symbol—most "
|
||
"likely the symbol for *greater than*, *less than*, *greater than or equal "
|
||
"to*, or *less than or equal to*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149
|
||
msgid ""
|
||
"In the far right space, enter the desired number value of the probability. "
|
||
"Finally, click :guilabel:`Save` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153
|
||
msgid ""
|
||
"To configure an assignment rule such that a sales team receives leads that "
|
||
"have a probability of success of 20% or greater, create a :guilabel:`Domain`"
|
||
" line that reads: `Probability >= 20`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0
|
||
msgid ""
|
||
"Sales team domain set to probability greater than or equal to twenty "
|
||
"percent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160
|
||
msgid ""
|
||
"Separate assignment rules can also be configured for individual team "
|
||
"members. From the sales team configuration page, click on a team member in "
|
||
"the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click"
|
||
" :guilabel:`Save` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164
|
||
msgid ""
|
||
"If automatic lead assignment is configured in the settings, both the sales "
|
||
"team and individual team members have the option to :guilabel:`Skip auto "
|
||
"assignment`. Check this box to omit a particular sales team or salesperson "
|
||
"from being assigned leads automatically by Odoo's rule-based assignment "
|
||
"feature. If :guilabel:`Skip auto assignment` is activated, the sales team or"
|
||
" salesperson can still be assigned leads manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170
|
||
msgid ""
|
||
"To manually assign leads to this sales team, click on the :guilabel:`Assign "
|
||
"Leads` button at the top of the sales team configuration page. This will "
|
||
"assign any leads that are currently unassigned and match this team's "
|
||
"specified domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3
|
||
msgid "Track your prospects visits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5
|
||
msgid ""
|
||
"Tracking your website pages will give you much more information about the "
|
||
"interests of your website visitors."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8
|
||
msgid ""
|
||
"Every tracked page they visit will be recorded on your lead/opportunity if "
|
||
"they use the contact form on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14
|
||
msgid ""
|
||
"To use this feature, install the free module *Lead Scoring* under your "
|
||
"*Apps* page (only available in Odoo Enterprise)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21
|
||
msgid "Track a webpage"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23
|
||
msgid ""
|
||
"Go to any static page you want to track on your website and under the "
|
||
"*Promote* tab you will find *Optimize SEO*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29
|
||
msgid "There you will see a *Track Page* checkbox to track this page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35
|
||
msgid "See visited pages in your leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37
|
||
msgid ""
|
||
"Now each time a lead is created from the contact form it will keep track of "
|
||
"the pages visited by that visitor. You have two ways to see those pages, on "
|
||
"the top right corner of your lead/opportunity you can see a *Page Views* "
|
||
"button but also further down you will see them in the chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43
|
||
msgid ""
|
||
"Both will update if the viewers comes back to your website and visits more "
|
||
"pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52
|
||
msgid ""
|
||
"The feature will not repeat multiple viewings of the same pages in the "
|
||
"chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55
|
||
msgid "Your customers will no longer be able to keep any secrets from you!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:6
|
||
msgid "Point of Sale"
|
||
msgstr "קופה"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:8
|
||
msgid ""
|
||
"With **Odoo Point of Sale**, run your shops and restaurants easily. The app "
|
||
"works on any device with a web browser, even if you are temporarily offline."
|
||
" Product moves are automatically registered in your stock, you get real-time"
|
||
" statistics, and your data is consolidated across all shops."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:13
|
||
msgid ""
|
||
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
|
||
"of-sale-28>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:14
|
||
msgid ":doc:`IoT Boxes Documentations </applications/productivity/iot>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:19
|
||
msgid "Start a session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:21
|
||
msgid ""
|
||
"From the **POS dashboard**, click :guilabel:`New Session`, and at the "
|
||
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
|
||
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
|
||
" already opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:26
|
||
msgid ""
|
||
":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the "
|
||
"same session at the same time. However, the session can only be opened once "
|
||
"on the same browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:32
|
||
msgid "Sell products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:34
|
||
msgid ""
|
||
"Click on products to add them to the cart. To change the **quantity**, click"
|
||
" :guilabel:`Qty` and enter the number of products using the keypad. To add a"
|
||
" **discount** or modify the product **price**, click respectively "
|
||
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:38
|
||
msgid ""
|
||
"Once an order is completed, proceed to checkout by clicking "
|
||
":guilabel:`Payment`. Select the **payment method**, enter the received "
|
||
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
|
||
"on to the next customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "POS session interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:46
|
||
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:47
|
||
msgid ""
|
||
"**Cash** is selected by default if you enter the amount without choosing a "
|
||
"payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:52
|
||
msgid "Set customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:54
|
||
msgid ""
|
||
"You can create and set customers from an :ref:`open POS session "
|
||
"<pos/session-start>`. Registering your customer is necessary to "
|
||
":doc:`collect their loyalty points and grant them rewards "
|
||
"<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed "
|
||
"pricelist <point_of_sale/pricing/pricelists>`, or :ref:`generate and print "
|
||
"an invoice <receipts-invoices/invoices>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:60
|
||
msgid ""
|
||
"To access the list of customers, click :guilabel:`Customer` on the POS "
|
||
"interface. Then, select a customer or create a new one by clicking "
|
||
":guilabel:`Create`, completing the form, and saving."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:66
|
||
msgid "Customer notes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:68
|
||
msgid ""
|
||
"You can add **customer notes** about specific products directly from an open"
|
||
" :ref:`POS session <pos/session-start>`. For instance, to provide cleaning "
|
||
"and maintenance tips. They can also be used to track a customer's particular"
|
||
" request, such as not wanting the product to be assembled for them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:72
|
||
msgid ""
|
||
"To do so, select a product and click :guilabel:`Customer Note` on the pad. "
|
||
"Doing so opens a pop-up window in which you can add or modify content for "
|
||
"the note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:76
|
||
msgid ""
|
||
"Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` "
|
||
"are displayed identically in the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Customer note button and notes (SO and POS session) on products in the cart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:82
|
||
msgid ""
|
||
"Customer notes appear on customers' receipts and invoices similarly to how "
|
||
"they appear in the cart, under the related product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Customer receipt with notes from an SO and from the customer note feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:91
|
||
msgid "Return and refund products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:93
|
||
msgid "To return and refund a product,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:95
|
||
msgid ":ref:`start a session <pos/session-start>` from the **POS dashboard**;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:96
|
||
msgid "click :guilabel:`Refund` and select the corresponding order;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:97
|
||
msgid "select the product and the quantity to refund using the keypad;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:98
|
||
msgid "click :guilabel:`Refund` to go back to the previous screen;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:99
|
||
msgid ""
|
||
"once the order is completed, click :guilabel:`Payment` to proceed to the "
|
||
"refund;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:100
|
||
msgid ""
|
||
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "refund view from a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:106
|
||
msgid ""
|
||
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
|
||
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:108
|
||
msgid ""
|
||
"You can also refund a product by selecting the returned product from an open"
|
||
" session, and setting a negative quantity that equals the number of returned"
|
||
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
|
||
"the quantity of returned products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:115
|
||
msgid "Close the POS session"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:117
|
||
msgid ""
|
||
"To close your session, click :guilabel:`Close` in the upper right corner of "
|
||
"your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. "
|
||
"From this screen, you can retrieve various information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:121
|
||
msgid ""
|
||
"the number of orders made and the total amount made during the session;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:122
|
||
msgid "the expected amounts grouped by payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:124
|
||
msgid ""
|
||
"Before closing this window, count your cash using the calculator icon. Doing"
|
||
" so opens a pop-up window that computes the total amount in the cash drawer "
|
||
"depending on the coins and bills counted and added manually. Then, click "
|
||
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
|
||
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
|
||
"Details` are specified in the **Notes** section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "How to close a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:133
|
||
msgid ""
|
||
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
|
||
"to close and go back to the **POS dashboard**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:137
|
||
msgid ""
|
||
"You can let the session open by clicking :guilabel:`Backend` or abort and "
|
||
"keep selling by clicking :guilabel:`Discard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:139
|
||
msgid ""
|
||
"Depending on your setup, you might only be allowed to close a session if the"
|
||
" expected cash revenue equals the counted cash. To close it anyway, click "
|
||
":guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:144
|
||
msgid ""
|
||
"It is strongly advised to close your POS session at the end of each day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:145
|
||
msgid ""
|
||
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
|
||
"--> Orders --> Sessions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:11
|
||
msgid "Access POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:13
|
||
msgid ""
|
||
"To access the general POS settings, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Settings`. Then, open the dropdown menu in the "
|
||
":guilabel:`Point of Sale` field and select the POS to configure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Dropdown menu to select the POS in the app settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:21
|
||
msgid ""
|
||
"These settings are available to users with the :doc:`access rights "
|
||
"</applications/general/users/manage_users>` :guilabel:`Administration` set "
|
||
"as :guilabel:`Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:25
|
||
msgid ""
|
||
"You can also configure some settings from the dashboard by clicking the "
|
||
"vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a "
|
||
"popup window, from which you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:28
|
||
msgid ":doc:`Enable multiple employees to log in. <employee_login>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:29
|
||
msgid ""
|
||
":doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:30
|
||
msgid ":doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "popup window to access quick settings in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:36
|
||
msgid ""
|
||
"These settings are available to users with the :doc:`access rights "
|
||
"</applications/general/users/manage_users>` :guilabel:`Point of Sale` set as"
|
||
" :guilabel:`Administrator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:41
|
||
msgid "Make products available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:43
|
||
msgid ""
|
||
"To make products available for sale, go to :menuselection:`Point of Sale -->"
|
||
" Products --> Products`, and select a product to open the product form. In "
|
||
"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Making a product available in your POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5
|
||
msgid "Self-signed certificate for ePOS printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7
|
||
msgid ""
|
||
"ePOS printers are designed to work seamlessly with Point of Sale systems. "
|
||
"Once connected, the two devices automatically share information, enabling "
|
||
"the direct printing of tickets from the POS system to the ePOS printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:12
|
||
msgid ""
|
||
"These `Epson ePOS printers <https://c4b.epson-"
|
||
"biz.com/modules/community/index.php?content_id=91>`_ are compatible with "
|
||
"Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15
|
||
msgid "TM-H6000IV-DT (Receipt printer only)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:16
|
||
msgid "TM-T70II-DT"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:17
|
||
msgid "TM-T88V-DT"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:18
|
||
msgid "TM-L90-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:19
|
||
msgid "TM-T20II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:20
|
||
msgid "TM-T70-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:21
|
||
msgid "TM-T82II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22
|
||
msgid "TM-T83II-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:23
|
||
msgid "TM-T88V-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24
|
||
msgid "TM-U220-i"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:25
|
||
msgid "TM-m10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:26
|
||
msgid "TM-m30"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:27
|
||
msgid "TM-P20 (Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28
|
||
msgid "TM-P60II (Receipt: Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:29
|
||
msgid "TM-P60II (Peeler: Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:30
|
||
msgid "TM-P80 (Wi-Fi® model)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:32
|
||
msgid ""
|
||
"To work with Odoo, some models that can be used without an :doc:`IoT box "
|
||
"<../../../productivity/iot/config/connect>` may require :doc:`the HTTPS "
|
||
"protocol <https>` to establish a secure connection between the browser and "
|
||
"the printer. However, trying to reach the printer's IP address using HTTPS "
|
||
"leads to a warning page on most web browsers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:41
|
||
msgid "warning page about the connection privacy on Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:41
|
||
msgid "Warning page on Google Chrome, Windows 10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:43
|
||
msgid ""
|
||
"In that case, you can temporarily force the connection by clicking "
|
||
":guilabel:`Advanced` and :guilabel:`Proceed to [IP address] (unsafe)`. Doing"
|
||
" so allows you to reach the page in HTTPS and use the ePOS printer in Odoo "
|
||
"as long as the browser window stays open."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:48
|
||
msgid ""
|
||
"The previous instructions apply to Google Chrome but are similar to other "
|
||
"browsers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:51
|
||
msgid ""
|
||
"The connection is lost after closing the browser window. Therefore, this "
|
||
"method should only be used as a **workaround** or as a pre-requisite for the"
|
||
" :ref:`following instructions <epos_ssc/instructions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:58
|
||
msgid "Generate, export, and import self-signed certificates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60
|
||
msgid ""
|
||
"For a long-term solution, you must generate a **self-signed certificate**. "
|
||
"Then, export and import it into your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64
|
||
msgid ""
|
||
"**Generating** an SSL certificate should only be done **once**. If you "
|
||
"create another certificate, devices using the previous one will lose HTTPS "
|
||
"access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:69
|
||
msgid "Windows 10 & Linux OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73
|
||
msgid "Generate a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:75
|
||
msgid ""
|
||
"After forcing the connection, sign in using your printer credentials to "
|
||
"access the ePOS printer settings. To sign in, enter `epson` in the "
|
||
":guilabel:`ID` field and your printer serial number in the "
|
||
":guilabel:`Password` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79
|
||
msgid ""
|
||
"Click :guilabel:`Certificate List` in the :guilabel:`Authentication` "
|
||
"section, and click :guilabel:`create` to generate a new **Self-Signed "
|
||
"Certificate**. The :guilabel:`Common Name` should be automatically filled "
|
||
"out. If not, fill it in with the printer IP address number. Select the years"
|
||
" the certificate will be valid in the :guilabel:`Validity Period` field, "
|
||
"click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the "
|
||
"printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86
|
||
msgid ""
|
||
"The self-signed certificate is generated. Reload the page and click "
|
||
":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure "
|
||
"**Selfsigned Certificate** is correctly selected in the :guilabel:`Server "
|
||
"Certificate` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:90
|
||
msgid "Export a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92
|
||
msgid ""
|
||
"The export process is heavily dependent on the :abbr:`OS (Operating System)`"
|
||
" and the browser. Start by accessing your ePOS printer settings on your web "
|
||
"browser by navigating to its IP address, for example, "
|
||
"`https://192.168.1.25`. Then, force the connection as explained in the "
|
||
":ref:`introduction <epos_ssc/ePOS printers>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:97
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:160
|
||
msgid "If you are using **Google Chrome**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99
|
||
msgid ""
|
||
"click :guilabel:`Not secure` next to the search bar, and "
|
||
":guilabel:`Certificate is not valid`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection to the printer not secure button in Google Chrome browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:106
|
||
msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:107
|
||
msgid ""
|
||
"add `.crt` at the end of the file name to ensure it has the correct "
|
||
"extension;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:108
|
||
msgid ""
|
||
"select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom "
|
||
"of the pop-up window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:110
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:128
|
||
msgid "save, and the certificate is exported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:113
|
||
msgid ""
|
||
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
|
||
"some browsers might not see the file during the import process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:116
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:172
|
||
msgid "If you are using **Mozilla Firefox**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:118
|
||
msgid "click the **lock-shaped** icon on the left of the address bar;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:119
|
||
msgid ""
|
||
"go to :menuselection:`Connection not secure --> More information --> "
|
||
"Security tab --> View certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection is not secure button in Mozilla Firefox browser"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126
|
||
msgid "scroll down to the :guilabel:`Miscellaneous` section;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127
|
||
msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:130
|
||
msgid "Import a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:132
|
||
msgid ""
|
||
"The import process is heavily dependent on the :abbr:`OS (Operating System)`"
|
||
" and the browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:137
|
||
msgid "Windows 10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139
|
||
msgid ""
|
||
"Windows 10 manages certificates, which means that self-signed certificates "
|
||
"must be imported from the certification file rather than the browser. To do "
|
||
"so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:142
|
||
msgid ""
|
||
"open the Windows File Explorer and locate the downloaded certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143
|
||
msgid ""
|
||
"right-click on the certification file and click :guilabel:`Install "
|
||
"Certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145
|
||
msgid ""
|
||
"select where to install the certificate and for whom - either for the "
|
||
":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, "
|
||
"click :guilabel:`Next`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148
|
||
msgid ""
|
||
"on the `Certificate Store` screen, tick :guilabel:`Place all certificates in"
|
||
" the following store`, click :guilabel:`Browse...`, and select "
|
||
":guilabel:`Trusted Root Certification Authorities`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:155
|
||
msgid "click :guilabel:`Finish`, accept the pop-up security window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156
|
||
msgid "restart the computer to make sure that the changes are applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:158
|
||
msgid "Linux"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:162
|
||
msgid "open Chrome;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:163
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> Privacy and security --> Security --> "
|
||
"Manage certificates`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:165
|
||
msgid ""
|
||
"go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select "
|
||
"the exported certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:167
|
||
msgid "accept all warnings;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168
|
||
msgid "click :guilabel:`ok`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:169
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:179
|
||
msgid "restart your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:174
|
||
msgid "open Firefox;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:175
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> Privacy & Security --> Security --> View "
|
||
"Certificates... --> Import`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:177
|
||
msgid "select the exported certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178
|
||
msgid "tick the checkboxes and validate;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:181
|
||
msgid "Mac OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:183
|
||
msgid "To secure the connection on a Mac:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:185
|
||
msgid ""
|
||
"open Safari and navigate to your printer's IP address. Doing so leads to a "
|
||
"warning page;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:186
|
||
msgid ""
|
||
"on the warning page, go to :menuselection:`Show Details --> visit this "
|
||
"website --> Visit Website`, validate;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:188
|
||
msgid "reboot the printer so you can use it with any other browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:190
|
||
msgid "Android OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:192
|
||
msgid ""
|
||
"To import an SSL certificate into an Android device, first create and export"
|
||
" it from a computer. Next, transfer the `.crt` file to the device using "
|
||
"email, Bluetooth, or USB. Once the file is on the device,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:196
|
||
msgid "open the settings and search for `certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:197
|
||
msgid "click :guilabel:`Certificate AC` (Install from device storage);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:198
|
||
msgid "select the certificate file to install it on the device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:201
|
||
msgid ""
|
||
"The specific steps for installing a certificate may vary depending on the "
|
||
"version of Android and the device manufacturer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:206
|
||
msgid ""
|
||
"If you need to export SSL certificates from an operating system or web "
|
||
"browser that has not been mentioned, search for `export SSL certificate` + "
|
||
"`the name of your browser or operating system` in your preferred search "
|
||
"engine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209
|
||
msgid ""
|
||
"Similarly, to import SSL certificates from an unmentioned OS or browser, "
|
||
"search for `import SSL certificate root authority` + `the name of your "
|
||
"browser or operating system` in your preferred search engine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:214
|
||
msgid "Check if the certificate was imported correctly"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:216
|
||
msgid ""
|
||
"To confirm your printer's connection is secure, connect to its IP address "
|
||
"using HTTPS. For example, navigate to `https://192.168.1.25` in your "
|
||
"browser. If the SSL certificate has been applied correctly, you should no "
|
||
"longer see a warning page, and the address bar should display a padlock "
|
||
"icon, indicating that the connection is secure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:3
|
||
msgid "Secure connection (HTTPS)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:5
|
||
msgid ""
|
||
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
|
||
"if you use an ePos printer), HTTP becomes the default protocol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:9
|
||
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:11
|
||
msgid ""
|
||
"Add a new **key** in the **System Parameters** to force your Point of Sale "
|
||
"to use a secure connection with the HTTPS protocol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:14
|
||
msgid ""
|
||
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
|
||
":menuselection:`Settings --> Technical --> Parameters --> System "
|
||
"Parameters`, then create a new parameter, add the following values and click"
|
||
" on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:18
|
||
msgid "**Key**: `point_of_sale.enforce_https`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:19
|
||
msgid "**Value**: `True`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22
|
||
msgid ":doc:`epos_ssc`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:3
|
||
msgid "Multi-employee management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:5
|
||
msgid ""
|
||
"Odoo Point of Sale allows you to manage access to a specific POS by enabling"
|
||
" the **Multi Employees per Session** feature. When activated, :ref:`you can "
|
||
"select which users can log into the POS <employee_login/use>` and :ref:`keep"
|
||
" track of the employees involved in each order <employee_login/analytics>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:15
|
||
msgid ""
|
||
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
|
||
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
|
||
"click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per "
|
||
"Session`, and add the allowed employees in the :guilabel:`Allowed Employees`"
|
||
" field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "setting to enable multiple cashiers in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:26
|
||
msgid "Practical application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:28
|
||
msgid ""
|
||
"Once the feature is activated, cashiers can log in :ref:`by scanning their "
|
||
"badge <employee_login/badge>` or selecting their name from the list of "
|
||
"allowed employees to :ref:`open the session <pos/session-start>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "window to open a session when the multiple cashiers feature is enabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:35
|
||
msgid ""
|
||
"To switch to another user :ref:`from an open session <pos/session-start>`, "
|
||
"click the employee name at the top-right of the screen and select the "
|
||
"employee to swap with from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "button to switch from one cashier to another."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:41
|
||
msgid ""
|
||
"You can also require your employees to enter a pin code every time they log "
|
||
"into a POS to prevent them from logging in as someone else. To define the "
|
||
"code, go to the **Employees** app, open the employee form, and click the "
|
||
":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the "
|
||
":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` "
|
||
"category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "setting on the employee form to assign a badge ID and a PIN code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:52
|
||
msgid "Log in using badges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:54
|
||
msgid ""
|
||
"For your employees to be able to log in by scanning their badge, they must "
|
||
"have a badge ID assigned. To do so, go to the **Employees** app, open the "
|
||
"employee form, and click the :guilabel:`HR settings` tab. Then, enter the "
|
||
"badge ID of your choice in the :guilabel:`Badge ID` field of the "
|
||
":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:59
|
||
msgid ""
|
||
"To switch to another user, lock the session by clicking the lock-shaped icon"
|
||
" (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:65
|
||
msgid "Analytics"
|
||
msgstr "ניתוח נתונים"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:67
|
||
msgid ""
|
||
"Once you close and post the POS session, access the comprehensive report to "
|
||
"review all session activities, including who initiated the session and who "
|
||
"handled specific orders. To access the session's report, click the vertical "
|
||
"ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
||
":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a "
|
||
"specific session for more detailed information, and click the "
|
||
":guilabel:`Orders` button to view a list of all orders placed during that "
|
||
"session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:74
|
||
msgid ""
|
||
"To get an overview of all orders, regardless of the session, click the "
|
||
"vertical ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
||
":guilabel:`Orders` from the :guilabel:`View` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:5
|
||
msgid "Payment methods"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:7
|
||
msgid ""
|
||
"To add a payment method, you first need to create it. Go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
|
||
"New`, and set a name. Check :guilabel:`Identify Customer` to allow this "
|
||
"payment method *exclusively* for registered customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:11
|
||
msgid ""
|
||
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
|
||
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
|
||
"payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst-1
|
||
msgid "Creating a new payment method for a POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:18
|
||
msgid ""
|
||
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
|
||
" Payment Terminal` field in which you can add your :doc:`payment terminal's "
|
||
"information <payment_methods/terminals>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:23
|
||
msgid ":doc:`payment_methods/terminals`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:25
|
||
msgid ""
|
||
"Once the payment method is created, you can select it in your POS settings. "
|
||
"To do so, go to the :ref:`POS' settings <configuration/settings>`, click "
|
||
":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` "
|
||
"section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5
|
||
msgid "Payment terminals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7
|
||
msgid ""
|
||
"Connecting and integrating a payment terminal with your POS system allows "
|
||
"you to accept multiple payment options, including credit and debit cards, "
|
||
"making the payment process more efficient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
|
||
msgid ""
|
||
"Go to the :doc:`application settings <../configuration>`, scroll down to the"
|
||
" :guilabel:`Payment Terminals` section, and tick your terminal's checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1
|
||
msgid "checkbox in the settings to enable a payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:19
|
||
msgid "Then, follow the corresponding documentation to configure your device:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21
|
||
msgid ":doc:`Adyen configuration <terminals/adyen>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:22
|
||
msgid ":doc:`Ingenico configuration <terminals/ingenico>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23
|
||
msgid ":doc:`SIX configuration <terminals/six>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24
|
||
msgid ":doc:`Stripe configuration <terminals/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25
|
||
msgid ":doc:`Vantiv configuration <terminals/vantiv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26
|
||
msgid ":doc:`Worldline configuration <terminals/worldline>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28
|
||
msgid ""
|
||
"Once the terminal is configured, you can :doc:`create the corresponding "
|
||
"payment method and add it to the POS <../payment_methods>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3
|
||
msgid "Adyen"
|
||
msgstr "Adyen"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5
|
||
msgid ""
|
||
"Connecting an **Adyen payment terminal** allows you to offer a fluid payment"
|
||
" flow to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9
|
||
msgid ""
|
||
"Adyen works only with businesses processing **more** than **10 million "
|
||
"annually** or invoicing a **minimum** of **1,000** transactions **per "
|
||
"month**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:15
|
||
msgid ""
|
||
"Start by creating your Adyen account on `Adyen's website "
|
||
"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
|
||
"described on your terminal's screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:19
|
||
msgid ""
|
||
"`Adyen Docs - Payment terminal quickstart guides "
|
||
"<https://docs.adyen.com/point-of-sale/user-manuals>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:23
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:36
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63
|
||
msgid "Configure the payment method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:25
|
||
msgid ""
|
||
"First, go to :menuselection:`Point of Sale --> Configuration --> Settings "
|
||
"--> Payment Terminals`, and enable :guilabel:`Adyen`. Then, go to "
|
||
":menuselection:`Configuration --> Payment Methods` and create a new payment "
|
||
"method. Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31
|
||
msgid ""
|
||
"The selected journal **must** be a bank journal for the :guilabel:`Use a "
|
||
"payment terminal` field to appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:34
|
||
msgid ""
|
||
"Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an"
|
||
" :guilabel:`Adyen Terminal Identifier`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:38
|
||
msgid "Generate an Adyen API key"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40
|
||
msgid ""
|
||
"The **Adyen API key** is a key used to authenticate your requests. To "
|
||
"generate an API key, go to your **Adyen account**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:43
|
||
msgid ""
|
||
"Then, go to :menuselection:`Developers --> API credentials`. Create a new "
|
||
"credential or click on an existing one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46
|
||
msgid ""
|
||
"Click on :guilabel:`Generate an API key` and copy-paste that key onto the "
|
||
"Odoo mandatory field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:49
|
||
msgid ""
|
||
"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
|
||
"resources/api-credentials#generate-api-key>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:53
|
||
msgid "Locate the Adyen terminal identifier"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:55
|
||
msgid ""
|
||
"The **Adyen Terminal Identifier** is your terminal's serial number, which is"
|
||
" used to identify the hardware."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:58
|
||
msgid ""
|
||
"To find this number, go to your **Adyen account**. Then, go to "
|
||
":menuselection:`Point of Sale --> Terminals`, select the terminal to link, "
|
||
"and copy-paste its serial number onto the Odoo mandatory field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:63
|
||
msgid "Set the Event URLs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65
|
||
msgid ""
|
||
"For Odoo to know when a payment is made, you must set the terminal **Event "
|
||
"URLs**. To do so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:67
|
||
msgid "log in to `Adyen's website <https://www.adyen.com/>`_;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68
|
||
msgid ""
|
||
"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
|
||
" select the connected terminal;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:70
|
||
msgid "from the terminal settings, click :guilabel:`Integrations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:71
|
||
msgid ""
|
||
"set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
|
||
":guilabel:`Decrypted`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:72
|
||
msgid ""
|
||
"click the **pencil icon** button and enter your server address, followed by "
|
||
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:74
|
||
msgid ""
|
||
"click :guilabel:`Save` at the bottom of the screen to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:77
|
||
msgid "Add a new payment method"
|
||
msgstr "הוסף אמצעי תשלום חדש"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79
|
||
msgid ""
|
||
"To add a new **payment method** to a point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, "
|
||
"select the POS and go to :menuselection:`Payments --> Payment Methods`, and "
|
||
"add your new method for Adyen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:53
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:86
|
||
msgid "Pay with a payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:86
|
||
msgid ""
|
||
"When processing a payment, select :guilabel:`Adyen` as the payment method. "
|
||
"Check the amount and click on :guilabel:`Send`. Once the payment is "
|
||
"successful, the status changes to :guilabel:`Payment Successful`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
|
||
msgid ""
|
||
"In case of connection issues between Odoo and the payment terminal, force "
|
||
"the payment by clicking on :guilabel:`Force Done`, which allows you to "
|
||
"validate the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
|
||
msgid ""
|
||
"This option is only available after receiving an error message informing you"
|
||
" that the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:95
|
||
msgid "To cancel the payment request, click on :guilabel:`cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3
|
||
msgid "Ingenico"
|
||
msgstr "Ingenico"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5
|
||
msgid ""
|
||
"Connecting a payment terminal allows you to offer a fluid payment flow to "
|
||
"your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:8
|
||
msgid ""
|
||
"Please note that Ingenico is currently only available for customers in the "
|
||
"Benelux."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:15
|
||
msgid "Connect an IoT Box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:17
|
||
msgid ""
|
||
"Connecting an Ingenico Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect an IoT Box to your "
|
||
"database, please refer to the :doc:`IoT documentation "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:22
|
||
msgid "Configure the Lane/5000 for Ingenico BENELUX"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:24
|
||
msgid ""
|
||
"Click on the F button of the terminal, then go in the :menuselection:`PoS "
|
||
"Menu --> Settings` and enter the settings password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27
|
||
msgid ""
|
||
"Now, click on connection change and TCP/IP. Type the IP of your *IoT Box* "
|
||
"(you can find it on the form view of your IoT Box). Then, enter 9000 as "
|
||
"port. The terminal will restart. Once it is done, go on your *IoT Box* form "
|
||
"in Odoo and verify that the terminal has been found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:38
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Ingenico "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:44
|
||
msgid ""
|
||
"Go back in :menuselection:`Point of Sale --> Configuration --> Point of "
|
||
"Sale`, go in the payments section and access your payment methods. Create a "
|
||
"new payment method for Ingenico, select the payment terminal option "
|
||
"Ingenico, and select your payment terminal device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55
|
||
msgid ""
|
||
"In your *PoS interface*, when processing a payment, select a *Payment "
|
||
"Method* using a payment terminal. Check that the amount in the tendered "
|
||
"column is the one that has to be sent to the payment terminal and click on "
|
||
"*Send*. When the payment is successful, the status will change to *Payment "
|
||
"Successful*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:64
|
||
msgid ""
|
||
"If you want to cancel the payment request, click on cancel. You can still "
|
||
"retry to send the payment request."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:67
|
||
msgid ""
|
||
"If there is any issue with the payment terminal, you can still force the "
|
||
"payment using the *Force Done*. This will allow you to validate the order in"
|
||
" Odoo even if the connection between the terminal and Odoo has issues."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:73
|
||
msgid ""
|
||
"This option will only be available if you received an error message telling "
|
||
"you the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:76
|
||
msgid ""
|
||
"Once your payment is processed, on the payment record, you’ll find the type "
|
||
"of card that has been used and the transaction ID."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3
|
||
msgid "SIX"
|
||
msgstr "SIX"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5
|
||
msgid ""
|
||
"Connecting a SIX payment terminal allows you to offer a fluid payment flow "
|
||
"to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9
|
||
msgid ""
|
||
"Starting in July 2022, it will **not** be possible anymore to connect and "
|
||
"use a Six payment terminal in PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:11
|
||
msgid ""
|
||
"Even though Worldline has recently acquired SIX Payment Services and both "
|
||
"companies use Yomani payment terminals, the firmware they run is different. "
|
||
"Terminals received from Worldline are therefore not compatible with this "
|
||
"integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16
|
||
msgid "Configure the Payment Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:21
|
||
msgid ""
|
||
"First, make sure that the :guilabel:`POS Six` module is installed. For this,"
|
||
" go to :guilabel:`Apps`, remove the :guilabel:`Apps` filter, and search for "
|
||
"*POS Six*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "The POS Six module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:28
|
||
msgid ""
|
||
"Back in :menuselection:`Point of Sale --> Configuration --> Payment "
|
||
"Methods`, click :guilabel:`Create` to create a new payment method for SIX, "
|
||
"select the payment terminal option :guilabel:`SIX`, and enter the payment "
|
||
"terminal IP address."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Create a new payment method for the SIX payment terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40
|
||
msgid "Pay with a Payment Terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:39
|
||
msgid ""
|
||
"In the :abbr:`PoS (Point of Sale)` interface, at the moment of the payment, "
|
||
"select a payment method using a payment terminal. Verify that the amount in "
|
||
"the tendered column is the one that has to be sent to the payment terminal "
|
||
"and click on :guilabel:`Send`. To cancel the payment request, click on "
|
||
":guilabel:`Cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "The PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:48
|
||
msgid ""
|
||
"When the payment is done, the status will change to :guilabel:`Payment "
|
||
"Successful`. If needed, reverse the last transaction by clicking on "
|
||
":guilabel:`Reverse`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "The Reverse button on the PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55
|
||
msgid ""
|
||
"If there is any issue with the payment terminal, you can still force the "
|
||
"payment using the :guilabel:`Force Done` button. This will allow you to "
|
||
"validate the order in Odoo even if there are connection issues between the "
|
||
"payment terminal and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3
|
||
msgid "Stripe"
|
||
msgstr "Stripe"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9
|
||
msgid ""
|
||
":doc:`Use Stripe as payment provider. "
|
||
"<../../../../finance/payment_providers/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:17
|
||
msgid ""
|
||
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
|
||
":guilabel:`Stripe`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:20
|
||
msgid "Then, create the payment method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
|
||
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
|
||
"your payment method's name;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24
|
||
msgid ""
|
||
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
|
||
" a Payment Terminal` field as :guilabel:`Stripe`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:26
|
||
msgid ""
|
||
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
|
||
"Number` field;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27
|
||
msgid ""
|
||
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
|
||
"payment method.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
||
msgid "payment method creation form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34
|
||
msgid ""
|
||
"Click :guilabel:`Identify Customer` to allow this payment method "
|
||
"**exclusively** for identified customers. For any unidentified customers to "
|
||
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
|
||
"unchecked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:37
|
||
msgid ""
|
||
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
|
||
" can stay empty to use the default accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:39
|
||
msgid ""
|
||
"Find your payment terminal serial number under the device or on `Stripe's "
|
||
"dashboard <https://dashboard.stripe.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:43
|
||
msgid "Connect Stripe to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:45
|
||
msgid ""
|
||
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
|
||
"configuration page. Fill in all the information to create your Stripe "
|
||
"account and link it with Odoo. Once the forms are completed, the API keys "
|
||
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
|
||
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
|
||
"Publishable keys`, click the keys to copy them, and paste them into the "
|
||
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
||
msgid "stripe connection form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:57
|
||
msgid ""
|
||
"When you use **Stripe** exclusively in Point of Sale, you only need the "
|
||
"**Secret Key** to use your terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:59
|
||
msgid ""
|
||
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
|
||
"set as :guilabel:`Disabled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:61
|
||
msgid ""
|
||
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
|
||
"does not work. To retrieve the API keys manually, log in to your `Stripe "
|
||
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
|
||
"and click :guilabel:`Developers > API`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:67
|
||
msgid "Configure the payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:69
|
||
msgid ""
|
||
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
|
||
"admin PIN code, validate and select your network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:73
|
||
msgid "The device must be connected to a secured WI-FI network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74
|
||
msgid "Your Odoo database and payment terminal must share the same network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:75
|
||
msgid ""
|
||
"You must enter the admin PIN code to access your payment terminal settings. "
|
||
"By default, this code is `07139`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:79
|
||
msgid "Link the payment method to a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81
|
||
msgid ""
|
||
"To add a **payment method** to your point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
|
||
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
|
||
"method for **Stripe** in the :guilabel:`Payment Methods` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88
|
||
msgid ""
|
||
"When processing a payment, select :guilabel:`Stripe` as the payment method. "
|
||
"Check the amount and click :guilabel:`Send`. Once the payment is successful,"
|
||
" the status changes to :guilabel:`Payment Successful`. To cancel the payment"
|
||
" request, click :guilabel:`cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:97
|
||
msgid "The terminal must have at least 10% battery level to use it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98
|
||
msgid "The device does not work for payments under €0.50."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:101
|
||
msgid "Troubleshooting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104
|
||
msgid "Payment terminal unavailable in your Stripe account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:106
|
||
msgid ""
|
||
"If the payment terminal is unavailable in your Stripe account, you must add "
|
||
"it manually:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108
|
||
msgid ""
|
||
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
|
||
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:110
|
||
msgid ""
|
||
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
|
||
"already created location;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111
|
||
msgid ""
|
||
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
|
||
"in the required information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115
|
||
msgid ""
|
||
"You must provide a **registration code**. To retrieve that code, swipe right"
|
||
" on your device, enter the admin PIN code (by default: `07319`), validate, "
|
||
"and click :guilabel:`Generate a registration code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3
|
||
msgid "Vantiv"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:5
|
||
msgid ""
|
||
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
|
||
"flow to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:9
|
||
msgid ""
|
||
"Please note MercuryPay only operates with US and Canadian banks, making this"
|
||
" procedure only suitable for North American businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Vantiv "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24
|
||
msgid ""
|
||
"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"go in the payments section and access your payment methods. Create a new "
|
||
"payment method for Vantiv, select the payment terminal option Vantiv, and "
|
||
"create new Vantiv credentials."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32
|
||
msgid ""
|
||
"To create new Vantiv credentials, fill in your merchant ID and password, "
|
||
"then save. Make sure the credentials you just created are selected, then "
|
||
"save the payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42
|
||
msgid ""
|
||
"In your PoS interface, at the moment of the payment, select your Vantiv "
|
||
"payment method and… that’s all."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3
|
||
msgid "Worldline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9
|
||
msgid "Please note that Worldline is currently only available in the Benelux."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:17
|
||
msgid ""
|
||
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect one to your database, "
|
||
"please refer to the :doc:`IoT documentation "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:22
|
||
msgid "Configure the protocol"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:24
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
|
||
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
|
||
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
|
||
"Finally, press **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31
|
||
msgid "Set the IP address"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:33
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
|
||
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
|
||
" (*TCP Configuration client* screen)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:38
|
||
msgid "Finally, set up the hostname and port number."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41
|
||
msgid "Hostname"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:44
|
||
msgid ""
|
||
"To set up the hostname, enter your IoT box's IP address' sequence numbers "
|
||
"and press **OK** at each \".\" until you reach the colon symbol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45
|
||
msgid "Then, press **OK** twice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
||
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
||
msgid ""
|
||
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
|
||
"19 --> OK --> 4 --> OK --> OK`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:53
|
||
msgid ""
|
||
"Your IoT box's IP address is available in your IoT Box application's "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:56
|
||
msgid "Port number"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:58
|
||
msgid ""
|
||
"On the *Port number* screen, enter **9001** (or **9050** for Windows) and "
|
||
"click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> "
|
||
"OK`. Click on **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65
|
||
msgid ""
|
||
"From the Point of Sale application, go to :menuselection:`Configuration --> "
|
||
"Settings --> Payment terminals` and activate the *Worldline* payment "
|
||
"terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:71
|
||
msgid ""
|
||
"Then, go to :menuselection:`Configuration --> Payment methods` and create a "
|
||
"new payment method for *Worldline*. Select the payment terminal *Worldline* "
|
||
"and your payment terminal device on your *Payment Method form*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:78
|
||
msgid "Technician password: `1235789`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:79
|
||
msgid ""
|
||
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
|
||
"\"merchant\". Your call is automatically transferred to the desired service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81
|
||
msgid ""
|
||
"Configure the cashier terminal if you have both a customer and a cashier "
|
||
"terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:82
|
||
msgid ""
|
||
"To avoid blocking the terminal, check the initial configuration beforehand."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:83
|
||
msgid ""
|
||
"Set a fixed IP to your IoT Box’s router to prevent losing the connexion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88
|
||
msgid ""
|
||
"When processing a payment, select *Worldline* as payment method. Check the "
|
||
"amount and click on *Send*. Once the payment is successful, the status "
|
||
"changes to *Payment Successful*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91
|
||
msgid ""
|
||
"Once your payment is processed, the type of card used and the transaction ID"
|
||
" appear on the payment record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:98
|
||
msgid ""
|
||
"In case of connexion issues between Odoo and the payment terminal, force the"
|
||
" payment by clicking on *Force Done*, which allows you to validate the "
|
||
"order. This option is only available after receiving an error message "
|
||
"informing you that the connection failed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101
|
||
msgid "To cancel the payment request, click on **cancel**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing.rst:5
|
||
msgid "Pricing features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3
|
||
msgid "Cash rounding"
|
||
msgstr "עיגול מזומן"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5
|
||
msgid ""
|
||
"**Cash rounding** is required when the lowest physical denomination of "
|
||
"currency, or the smallest coin, is higher than the minimum unit of account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9
|
||
msgid ""
|
||
"For example, some countries require their companies to round up or down the "
|
||
"total amount of an invoice to the nearest five cents, when the payment is "
|
||
"made in cash."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13
|
||
msgid ""
|
||
"Each point of sale in Odoo can be configured to apply cash rounding to the "
|
||
"totals of its bills or receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
|
||
"enable *Cash Rounding*, then click on *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"open the point of sale you want to configure, and enable the *Cash Rounding*"
|
||
" option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29
|
||
msgid ""
|
||
"To define the **Rounding Method**, open the drop-down list and click on "
|
||
"*Create and Edit...*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32
|
||
msgid ""
|
||
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
|
||
" then save both the Rounding Method and your Point of Sale settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39
|
||
msgid ""
|
||
"All total amounts of this point of sale now add a line to apply the rounding"
|
||
" according to your settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46
|
||
msgid ""
|
||
"Odoo Point of Sale only supports the :guilabel:`Add a rounding line` "
|
||
"rounding strategy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3
|
||
msgid "Discount tags (barcode scanner)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5
|
||
msgid ""
|
||
"If you want to sell your products with a discount, for a product getting "
|
||
"close to its expiration date for example, you can use discount tags. They "
|
||
"allow you to scan discount barcodes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10
|
||
msgid "To use discount tags you will need to use a barcode scanner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13
|
||
msgid "Barcode Nomenclature"
|
||
msgstr "מונחי ברקוד"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15
|
||
msgid "To use discounts tags, we need to learn about barcode nomenclature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17
|
||
msgid ""
|
||
"Let's say you want to have a discount for the product with the following "
|
||
"barcode:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23
|
||
msgid ""
|
||
"You can find the *Default Nomenclature* under the settings of your PoS "
|
||
"interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32
|
||
msgid ""
|
||
"Let's say you want 50% discount on a product you have to start your barcode "
|
||
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
|
||
"before adding the product barcode. In our example, the barcode would be:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41
|
||
msgid "Scan the products & tags"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43
|
||
msgid "You first have to scan the desired product (in our case, a lemon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48
|
||
msgid ""
|
||
"And then scan the discount tag. The discount will be applied and you can "
|
||
"finish the transaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3
|
||
msgid "Discounts"
|
||
msgstr "הנחות"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5
|
||
msgid ""
|
||
"By offering discounts, you can entice your customers and drastically "
|
||
"increase your revenue. It is vital to offer discounts, whether they are "
|
||
"time-limited, seasonal or manually given."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9
|
||
msgid ""
|
||
"To manage discounts, Odoo has powerful features that help set up a pricing "
|
||
"strategy tailored to every business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13
|
||
msgid "Apply manual discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15
|
||
msgid ""
|
||
"If you seldom use discounts, applying manual ones might be the easiest "
|
||
"solution for your Point of Sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18
|
||
msgid ""
|
||
"You can either apply a discount on the whole order or on specific products "
|
||
"inside an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22
|
||
msgid "Apply a discount on a product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24
|
||
msgid "From your PoS session interface, use the *Disc* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the discount button for manual discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30
|
||
msgid ""
|
||
"Then, you can input a discount over the product that is currently selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34
|
||
msgid "Apply a global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36
|
||
msgid ""
|
||
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
|
||
" --> Configuration --> Point of Sale` and select your PoS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39
|
||
msgid ""
|
||
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
|
||
"category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the feature to enable for global discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45
|
||
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the button to use for global discount via the pos interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51
|
||
msgid "Click on it and enter the wanted discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the discount offered in the payment summary"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58
|
||
msgid ""
|
||
"On this example, there is a global discount of 50% as well as a specific 50%"
|
||
" discount on oranges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62
|
||
msgid "Apply time-limited discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64
|
||
msgid ""
|
||
"To activate time-limited discounts, you must activate the *Pricelists* "
|
||
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
|
||
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the pricelist feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73
|
||
msgid ""
|
||
"Once activated, you must choose the pricelists you want to make available in"
|
||
" the PoS and define a default one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77
|
||
msgid "Create a pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79
|
||
msgid ""
|
||
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
|
||
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
|
||
"create."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83
|
||
msgid ""
|
||
"When creating a pricelist, you can set several criteria to use a specific "
|
||
"price: period, min. quantity, etc. You can also decide to apply that "
|
||
"pricelist on specific products or on the whole range."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of a time-limited pricelist for two products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92
|
||
msgid "Using a pricelist with the PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94
|
||
msgid ""
|
||
"On the PoS interface, a new button appears. Use it to select a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid ""
|
||
"View of the button to use for time-limited discounts via the pos interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101
|
||
msgid ""
|
||
"Click on it to instantly update the prices with the selected pricelist. "
|
||
"Then, you can finalize the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3
|
||
msgid "Flexible taxes (fiscal positions)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5
|
||
msgid ""
|
||
"When running a business, you may need to apply different taxes and record "
|
||
"transactions on various accounts based on the location and type of business "
|
||
"of your customers and providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8
|
||
msgid ""
|
||
"The **fiscal positions** feature enables you to establish rules that "
|
||
"automatically select the right taxes and accounts used for each transaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51
|
||
msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13
|
||
msgid ":doc:`../../../finance/accounting/taxes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18
|
||
msgid ""
|
||
"To enable the feature, go to :menuselection:`Point of Sale --> Configuration"
|
||
" --> Settings`, scroll down to the :guilabel:`Accounting` section, and "
|
||
"enable :guilabel:`Flexible Taxes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21
|
||
msgid ""
|
||
"Then, set a default fiscal position that should be applied to all sales in "
|
||
"the selected POS in the :guilabel:`Default` field. You can also add more "
|
||
"fiscal positions to choose from in the :guilabel:`Allowed` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28
|
||
msgid ""
|
||
"According to the :doc:`fiscal localization package "
|
||
"<../../../finance/fiscal_localizations>` activated, several fiscal positions"
|
||
" are preconfigured and can be set and used in POS. However, you can also "
|
||
":ref:`create new fiscal positions <fiscal_positions/mapping>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33
|
||
msgid ""
|
||
"If you do not set a fiscal position, the tax remains as defined in the "
|
||
"**customer taxes** field on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37
|
||
msgid "Use fiscal positions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39
|
||
msgid ""
|
||
"Open a :ref:`POS session <pos/session-start>` to use one of the allowed "
|
||
"fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-"
|
||
"shaped** icon and select a fiscal position from the list. Doing so applies "
|
||
"the defined rules automatically to all the products subject to the chosen "
|
||
"fiscal position's regulations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48
|
||
msgid ""
|
||
"If a default fiscal position is set, the tax button displays the name of the"
|
||
" fiscal position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3
|
||
msgid "Loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5
|
||
msgid ""
|
||
"Encourage your customers to continue to shop at your point of sale with a "
|
||
"*Loyalty Program*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11
|
||
msgid ""
|
||
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
|
||
"Under the Pricing features, select *Loyalty Program*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19
|
||
msgid "From there you can create and edit your loyalty programs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24
|
||
msgid ""
|
||
"You can decide what type of program you wish to use, if the reward is a "
|
||
"discount or a gift, make it specific to some products or cover your whole "
|
||
"range. Apply rules so that it is only valid in specific situation and "
|
||
"everything in between."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30
|
||
msgid "Use the loyalty program in your PoS interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32
|
||
msgid ""
|
||
"When a customer is set, you will now see the points they will get for the "
|
||
"transaction and they will accumulate until they are spent. They are spent "
|
||
"using the button *Rewards* when they have enough points according to the "
|
||
"rules defined in the loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40
|
||
msgid ""
|
||
"You can see the price is instantly updated to reflect the pricelist. You can"
|
||
" finalize the order in your usual way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44
|
||
msgid ""
|
||
"If you select a customer with a default pricelist, it will be applied. You "
|
||
"can of course change it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3
|
||
#: ../../content/applications/sales/subscriptions/products.rst:80
|
||
msgid "Pricelists"
|
||
msgstr "מחירונים"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5
|
||
msgid ""
|
||
"You probably know the concept of happy hour: during a certain period of "
|
||
"time, the barman gives a discount on some drinks (usually 50% off or a buy "
|
||
"one get one free). When the period is over, prices go back to normal. But "
|
||
"how does that relate with Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:10
|
||
msgid ""
|
||
"In Odoo, you can set up happy hours. It’s one of the many possible uses of "
|
||
"*Pricelists*. Those *Pricelists* allow the creation of multiple prices for "
|
||
"the same product: a regular one and a special one for happy hours. Available"
|
||
" in the *PoS* app, those are really convenient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17
|
||
msgid "Set up Pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:19
|
||
msgid ""
|
||
"To set up a *Pricelist*, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Configuration` and enable the *Pricelist* feature. Then, "
|
||
"go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and"
|
||
" enable *Pricelist* for the *PoS*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26
|
||
msgid ""
|
||
"Now, you can create *Pricelists* by clicking on the *Pricelists* link. Then,"
|
||
" set it up by choosing the product category you want to include in your "
|
||
"happy hour and the discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33
|
||
msgid ""
|
||
"Go back to your *PoS* settings and add the Happy Hour pricelist to the list."
|
||
" You can even choose a default pricelist if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:39
|
||
msgid ""
|
||
"From now on, on the *PoS* interface, a new button is available, allowing you"
|
||
" to choose among the different *pricelists* you added before."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:46
|
||
msgid ":doc:`../../sales/products_prices/prices/pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3
|
||
msgid "Receipts and invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6
|
||
msgid "Receipts"
|
||
msgstr "קבלות"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8
|
||
msgid ""
|
||
"Set up receipts by going to :menuselection:`Point of Sale --> Configuration "
|
||
"--> Point of Sale`, selecting a POS, and scrolling down to the "
|
||
":guilabel:`Bills & Receipts` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11
|
||
msgid ""
|
||
"To **customize** the **header** and **footer**, activate :guilabel:`Header &"
|
||
" Footer` and fill in both fields with the information to be printed on the "
|
||
"receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14
|
||
msgid ""
|
||
"To **print receipts** automatically once the payment is registered, enable "
|
||
"the :guilabel:`Automatic Receipt Printing` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "POS receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21
|
||
msgid ":doc:`restaurant/bill_printing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:24
|
||
msgid "Reprint a receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26
|
||
msgid ""
|
||
"From the POS interface, click :guilabel:`Orders`, open the dropdown "
|
||
"selection menu next to the search bar, and change the default :guilabel:`All"
|
||
" active orders` filter to :guilabel:`Paid`. Then, select the corresponding "
|
||
"order and click :guilabel:`Print Receipt`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "Print receipt button from the backend"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:34
|
||
msgid ""
|
||
"You can filter the list of orders using the search bar. Type in your "
|
||
"reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or "
|
||
":guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:40
|
||
msgid "Invoices"
|
||
msgstr "חשבוניות"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42
|
||
msgid ""
|
||
"In Point of Sale, you can issue and print invoices upon payment at the cash "
|
||
"register or retrieve all the past invoiced orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:46
|
||
msgid "Set a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48
|
||
msgid ""
|
||
"First, you need to open a session and set your customer. Open the **POS "
|
||
"interface** by going to :menuselection:`Point of Sale --> New session --> "
|
||
"Open session`. Then, click :guilabel:`Customer` to access the list of "
|
||
"**customers**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "customer selection and creation button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55
|
||
msgid ""
|
||
"From there, you can either set an existing customer by clicking their name "
|
||
"or create a new one by clicking :guilabel:`Create`. Doing so opens a "
|
||
"customer creation form to fill in with their information. Click "
|
||
":guilabel:`Save` to validate and set this new customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:60
|
||
msgid ""
|
||
"You can also **edit** a customer's information by clicking "
|
||
":guilabel:`Details`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:61
|
||
msgid ""
|
||
"If you did not set your customer during the order, you can do so at the "
|
||
"payment screen by clicking :guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65
|
||
msgid "Invoice a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67
|
||
msgid ""
|
||
"Once an order is done, click :guilabel:`Payment` to move to the **payment "
|
||
"screen**. Click :guilabel:`Invoice` underneath the customer's name to enable"
|
||
" issuing and printing invoices upon payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "button to generate an invoice in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74
|
||
msgid ""
|
||
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
|
||
" automatically issued and ready to be downloaded and/or printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78
|
||
msgid "Retrieve invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80
|
||
msgid "To retrieve invoices from the **POS dashboard**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82
|
||
msgid ""
|
||
"access all orders made through your POS by going to :menuselection:`Point of"
|
||
" Sale --> Orders --> Orders`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:84
|
||
msgid ""
|
||
"to access an order's invoice, open the **order form** by selecting the "
|
||
"order, then click :guilabel:`Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "invoice smart button from an order form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91
|
||
msgid ""
|
||
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
|
||
"the :guilabel:`Status` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:93
|
||
msgid ""
|
||
"You can filter the list of orders to invoiced orders by clicking "
|
||
":guilabel:`Filters` and :guilabel:`Invoiced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97
|
||
msgid "QR codes to generate invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:99
|
||
msgid ""
|
||
"Customers can also request an invoice by scanning the **QR code** printed on"
|
||
" their receipt. Upon scanning, they must fill in a form with their billing "
|
||
"information and click :guilabel:`Get my invoice`. On the one hand, doing so "
|
||
"generates an invoice available for download. On the other hand, the order "
|
||
"status goes from :guilabel:`Paid` or :guilabel:`Posted` to "
|
||
":guilabel:`Invoiced` in the Odoo backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "order status change"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:108
|
||
msgid ""
|
||
"To use this feature, you have to enable QR codes on receipts by going to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select "
|
||
"the POS in the :guilabel:`Point of Sale` field, scroll down to the "
|
||
":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on "
|
||
"ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr "דו\"חות"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:6
|
||
msgid "View statistics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:8
|
||
msgid ""
|
||
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
|
||
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
|
||
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:12
|
||
msgid ""
|
||
"These statistics are available in a graph or pivot view that you can filter "
|
||
"or group depending on your needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
|
||
msgid "Restaurant features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:7
|
||
msgid ""
|
||
"Managing a restaurant or a bar comes with specific needs. The Point of Sale "
|
||
"application provides various features that allow performing all the required"
|
||
" tasks in such businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:10
|
||
msgid "Once the POS is set to be used in a restaurant or a bar, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:12
|
||
msgid ""
|
||
":doc:`organize your floors and tables to reflect your interior "
|
||
"<restaurant/floors_tables>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:13
|
||
msgid ":ref:`take orders <floors_tables/orders>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:14
|
||
msgid ""
|
||
":doc:`communicate with the kitchen or the bar through the POS "
|
||
"<restaurant/kitchen_printing>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:15
|
||
msgid ""
|
||
":doc:`print bills in advance and split them <restaurant/bill_printing>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:16
|
||
msgid ":doc:`collect tips <restaurant/tips>`; and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:17
|
||
msgid ""
|
||
":doc:`set different taxes for takeaway food <pricing/fiscal_position>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:22
|
||
msgid ""
|
||
"To enable the restaurant and bar-specific features, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`, select the "
|
||
"POS, and activate :guilabel:`Is a Bar/Restaurant`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:25
|
||
msgid ""
|
||
"These features are displayed in the :guilabel:`Restaurant & Bar` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst-1
|
||
msgid "restaurant and bar-specific features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
|
||
msgid "Bills"
|
||
msgstr "חשבוניות"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
|
||
msgid ""
|
||
"Typical practices in restaurants or bars are to request the bill before "
|
||
"proceeding to payment or splitting it based on the items ordered. Odoo POS "
|
||
"provides two features to perform these tasks seamlessly: **Bill Printing** "
|
||
"and **Bill Splitting**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
|
||
msgid ""
|
||
"To activate the features, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Settings`, select the POS, and activate :guilabel:`Early "
|
||
"Receipt Printing` and :guilabel:`Allow Bill Splitting` in the "
|
||
":guilabel:`Restaurant & Bar` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1
|
||
msgid ""
|
||
"activate the bill printing and bill splitting features in the POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21
|
||
msgid "Bill printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23
|
||
msgid ""
|
||
"From an open session, click :menuselection:`Bill --> Print` at any moment to"
|
||
" generate and print a bill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27
|
||
msgid ""
|
||
"The printed bill is **not** final and will be updated to reflect any changes"
|
||
" to the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30
|
||
msgid "Bill splitting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32
|
||
msgid ""
|
||
"From an open session, click :guilabel:`Split` to select the items to "
|
||
"regroup. Once everything is selected, click :guilabel:`Payment` and proceed "
|
||
"to checkout for these items. Repeat for each guest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36
|
||
msgid ""
|
||
"Once you return to the table, the selected items are no longer on order, as "
|
||
"they have been paid for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38
|
||
msgid "The feature is available as soon as at least two items are ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41
|
||
msgid ":doc:`floors_tables`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3
|
||
msgid "Floors and tables management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6
|
||
msgid "Add a floor"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:8
|
||
msgid ""
|
||
"Once your *Point of Sale* has been configured, select *Table Management* "
|
||
"under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. "
|
||
"Then, click on *Floors* to create and name your floor and tables."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the table management feature. Way to manage and create floors for a "
|
||
"pos"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"Backend view of a restaurant floor. Table name and number of sits for each "
|
||
"table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:21
|
||
msgid "Don’t forget to link your floor to your point of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24
|
||
msgid "Add tables"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:26
|
||
msgid ""
|
||
"To add tables, you can also open your PoS interface to see your floor(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the floors menu to manage several floors at the same time"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:33
|
||
msgid ""
|
||
"Then, click on *Edit Mode* (pencil icon on the upper right corner) to be "
|
||
"allowed to create, move, modify tables, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the floor management. Add tables, the number of sits, their name and"
|
||
" their shape"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:41
|
||
msgid ""
|
||
"To make your table easier to be found, you can rename them, change their "
|
||
"shape, size or even color. It is also possible to add the maximum number of "
|
||
"sits the table can have."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48
|
||
msgid "Register your table(s) orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:50
|
||
msgid ""
|
||
"To register an order, click on the respective table. By doing so, you are "
|
||
"taken to your main interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the pos interface to register orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58
|
||
msgid "Transfer customer(s)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:60
|
||
msgid ""
|
||
"If your customers want to move to another table after they already ordered, "
|
||
"use the transfer button. This way, the order is also moved to the new table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64
|
||
msgid "To do so, select the table your customer is currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the restaurant tables, one having a pending order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:70
|
||
msgid ""
|
||
"Now, click on the transfer button and select the table to which you are "
|
||
"transferring your customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the pos interface and transfer button. How to transfer customers from one table\n"
|
||
"to another"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79
|
||
msgid "Register an additional order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:81
|
||
msgid ""
|
||
"When registering an order, use the + button to simultaneously proceed to "
|
||
"another one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84
|
||
msgid ""
|
||
"Then, you can shift between your orders and process the payment when needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the - button, allowing employees to close/remove an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:92
|
||
msgid "The - button allows you to remove the order you are currently on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
|
||
msgid "Orders printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
|
||
msgid ""
|
||
"Integrating printers in a restaurant or bar's workflow can enhance "
|
||
"communication and collaboration between the front-of-house and back-of-house"
|
||
" teams, leading to a more streamlined and efficient service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15
|
||
msgid "Enable and create printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17
|
||
msgid ""
|
||
"To enable sending orders to a kitchen or bar printer, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down "
|
||
"to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen "
|
||
"Printers`. Type in a name for the printer in the :guilabel:`Printers` field "
|
||
"and click :guilabel:`Create and edit...` to open a setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
|
||
msgid ""
|
||
"To get a list of all the printers already created or to modify an already "
|
||
"created printer, click :guilabel:`--> Printers` and select the desired "
|
||
"printer to open the setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "settings to enable the kitchen printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32
|
||
msgid "Setup form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
|
||
msgid ""
|
||
"From the :ref:`setup form <kitchen_printing/enable>`, select the "
|
||
":guilabel:`Printer Type` according to your installation:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
|
||
msgid ""
|
||
"If your printer is connected to an IoT box, select :guilabel:`Use a printer "
|
||
"connected to the IoT Box` and select the device in the :guilabel:`IoT "
|
||
"Device` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
|
||
msgid ""
|
||
"If you use an Epson printer that does not need an IoT box, select "
|
||
":guilabel:`Use an Epson printer` and enter the printer's IP address in the "
|
||
":guilabel:`Epson Printer IP Address` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43
|
||
msgid ":doc:`../../../productivity/iot/config/connect`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
|
||
msgid ":doc:`../../../productivity/iot/devices/printer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45
|
||
msgid ":doc:`../configuration/epos_ssc`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47
|
||
msgid ""
|
||
"Set your printer to print specific products based on their POS category. To "
|
||
"do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product "
|
||
"Categories` field. If you leave this field empty, all products are sent to "
|
||
"the printer regardless of their POS category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "setup form to configure a kitchen printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56
|
||
msgid "Print orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58
|
||
msgid ""
|
||
"From an open session, start taking an order and click :guilabel:`Order` to "
|
||
"send it to the bar or the kitchen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "order button from the POS UI to send orders to a kitchen or a bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66
|
||
msgid ""
|
||
"When products can be printed, they appear in green in the cart, and the "
|
||
"order button turns green."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
|
||
msgid "Tips"
|
||
msgstr "טיפים"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
|
||
msgid ""
|
||
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
|
||
":ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants "
|
||
"<../restaurant>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
|
||
msgid ""
|
||
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
|
||
" the page, select the POS in which you wish to allow **tipping**, scroll "
|
||
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
|
||
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
|
||
" The designated product will be used as a reference on customers' receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "enable tips in a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25
|
||
msgid "Tip products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27
|
||
msgid ""
|
||
"**Tip products** can be created on the spot. To do so, enter a product's "
|
||
"name in the :ref:`Tip Product <configuration>` field and click "
|
||
":guilabel:`Create` or press **enter**. The product is automatically "
|
||
"configured to be used as a tip at the payment screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31
|
||
msgid ""
|
||
"However, if you wish to be able to select the tip product in a POS session, "
|
||
"you must activate the **Available in POS** setting. To do so, click "
|
||
":guilabel:`Create and edit...` to open the product configuration form. Then,"
|
||
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
|
||
"checkbox, and click :guilabel:`Save & Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37
|
||
msgid ""
|
||
"When you create a product to use as a tip, leave the **product type** as "
|
||
":guilabel:`Consumable` to avoid unnecessary inventory movements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39
|
||
msgid ""
|
||
"You can only select one tip product per POS, but you can choose a different "
|
||
"one for each."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72
|
||
msgid "Tip using an Adyen terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44
|
||
msgid ""
|
||
"If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment "
|
||
"terminal and wish to enable **tips** using the terminal, check "
|
||
":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip "
|
||
"settings <configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79
|
||
msgid "Tip after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51
|
||
msgid ""
|
||
"If you use a POS system in a bar or a restaurant, you can enable "
|
||
":guilabel:`Add tip after payment (North America specific)`. Doing so "
|
||
"generates a bill to print and complete manually by the customer and the "
|
||
"waiter. That bill indicates the tip value the customer chooses to give after"
|
||
" the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56
|
||
msgid ""
|
||
"To use this feature, the selected payment method must have a bank journal "
|
||
"attributed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59
|
||
msgid "Add tips"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61
|
||
msgid ""
|
||
"To add tips to an order, :ref:`access the payment screen <pos/sell>` and "
|
||
"click :guilabel:`♥ Tip`. Then, enter the tipping amount, click "
|
||
":guilabel:`Confirm` to validate, and process the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "tip popup window"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67
|
||
msgid ""
|
||
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
|
||
"POS interface to add it to the cart. When selected, the product is "
|
||
"automatically set as a tip, and its default value equals its **Sales "
|
||
"Price**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74
|
||
msgid ""
|
||
"During checkout, select **Adyen** as the payment terminal, and send the "
|
||
"payment request to the device by clicking :guilabel:`Send`. The customers "
|
||
"are asked to enter the desired tipping amount on the terminal's screen "
|
||
"before proceeding to the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81
|
||
msgid ""
|
||
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
|
||
"Doing so generates a bill to complete by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "tipping bill after payment to complete by customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87
|
||
msgid ""
|
||
"On the following screen, click the percentage (:guilabel:`15%`, "
|
||
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
|
||
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
|
||
" the following order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "screen to select a tip amount to collect after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop.rst:5
|
||
msgid "Shop features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
|
||
msgid "Barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
|
||
msgid ""
|
||
"Using a barcode scanner to process point-of-sale orders improves your "
|
||
"efficiency in providing quicker customer service. Barcode scanners can be "
|
||
"used both to scan products or to log employees into a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
|
||
msgid ""
|
||
"To use a barcode scanner, you must enable the feature in the Inventory app. "
|
||
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
|
||
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1
|
||
msgid "barcode setting in the Inventory application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
|
||
msgid ""
|
||
":doc:`Set up a barcode "
|
||
"scanner<../../../inventory_and_mrp/inventory/barcode/setup/hardware>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
|
||
msgid ""
|
||
":doc:`Activate barcode "
|
||
"scanners<../../../inventory_and_mrp/inventory/barcode/setup/software>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
|
||
msgid ""
|
||
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
|
||
" Sale** with products that have a barcode number assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
|
||
msgid "Assign barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
|
||
msgid "To your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
|
||
msgid ""
|
||
"To use this feature in POS, your products must have barcodes assigned. To do"
|
||
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
|
||
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
|
||
"in the :guilabel:`General Information` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
|
||
msgid "To your employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
|
||
msgid ""
|
||
"To add an identification number to an employee, go to the **Employees** app "
|
||
"and open an **employee form**. Choose an identification number for your "
|
||
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
|
||
"Settings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
|
||
msgid "Use barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
|
||
msgid "Scan products"
|
||
msgstr "סרוק מוצרים"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
|
||
msgid ""
|
||
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
|
||
"to the cart. To change the quantity, scan a product as many times as needed,"
|
||
" or click :guilabel:`Qty` and enter the number of products using the keypad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
|
||
msgid ""
|
||
"You can also enter the barcode number manually in the search bar to look for"
|
||
" the product. Then, click it to add it to the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
|
||
msgid "Log employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60
|
||
msgid ""
|
||
"You can also use a barcode scanner to log your employees. To do so, "
|
||
":ref:`restrict access <employee_login/configuration>` to the POS and "
|
||
":ref:`use barcodes to log your employees in <employee_login/badge>` your "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
|
||
msgid "Sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
|
||
msgid ""
|
||
"When working in retail, you might need to order products directly from your "
|
||
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
|
||
" Sales, meaning that you can create a sales order and pay for it directly "
|
||
"from your point of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
|
||
msgid "Select a sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
|
||
msgid ""
|
||
"From the **Point of Sale** application, open a new session. Then, click on "
|
||
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
|
||
"sales orders created on the sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
||
msgid "Quotations and sales order button on the Point of Sale interface"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
|
||
msgid ""
|
||
"To ease finding the right sales order, you can filter that list on the "
|
||
"**customer** or on the **order reference**. You can also set the customer "
|
||
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
|
||
"particular customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
|
||
msgid "Apply a down payment or settle the order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
|
||
msgid "From the list of sales order, select one to make a payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
||
msgid "list view of sales orders and quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
|
||
msgid "You can either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
|
||
msgid ""
|
||
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
|
||
"payment`, enter the percentage of down payment you want the customer to pay."
|
||
" Then, click on :guilabel:`ok` and proceed with the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
|
||
msgid ""
|
||
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
|
||
"pay for the total of the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
|
||
msgid ""
|
||
"Once you settle a sales order, the applied down payment is automatically "
|
||
"deducted from the total amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
|
||
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
|
||
msgid "Serial numbers and lots"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
|
||
msgid ""
|
||
"Working with **serial numbers** and **lots** allows tracking your products' "
|
||
"movements. When products are tracked, the system identifies their location "
|
||
"based on their last movement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
|
||
msgid ""
|
||
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
|
||
" Products`. Then, select a product and check the :guilabel:`Tracking By "
|
||
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
|
||
":guilabel:`Inventory` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "Enable traceability settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
|
||
msgid "Serial numbers and lots importation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
|
||
msgid ""
|
||
"You can import serial numbers in Point of Sale. To do so, select a **sales "
|
||
"order** or a **quotation** containing tracked products. Then, agree to load "
|
||
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "Pop-up window for serial number import"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
|
||
msgid ""
|
||
"The imported tracking numbers appear below the tracked products. You can "
|
||
"modify them by clicking on the list-view button next to the products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
|
||
msgid ":doc:`../shop/sales_order`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
|
||
msgid "Serial numbers and lots creation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
|
||
msgid ""
|
||
"If a tracked product is available in your POS, adding the product to the "
|
||
"cart opens a pop-up window where you can type or scan the product's serial "
|
||
"or lot numbers. To add more than one of the same tracked products, click on "
|
||
"**enter** to validate and start a new line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "adding new serial and lots numbers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
|
||
msgid ""
|
||
"Changing a tracked product's quantity using the numpad turns the list-view "
|
||
"button red. Click on it to add the missing lot and serial numbers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
|
||
msgid ""
|
||
":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
|
||
"products but not mandatory. Meaning that not attributing some or any does "
|
||
"**not** prevent from completing the sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:3
|
||
msgid "Rental"
|
||
msgstr "השכרה"
|
||
|
||
#: ../../content/applications/sales/rental.rst:5
|
||
msgid "**Odoo Rental** is a comprehensive solution to manage your rentals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:7
|
||
msgid ""
|
||
"From a single view, you can send out quotations, confirm orders, schedule "
|
||
"rentals, register when products are picked up and returned, and invoice your"
|
||
" customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:11
|
||
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:12
|
||
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:17
|
||
msgid "Rental Pricing"
|
||
msgstr "תמחור השכרה"
|
||
|
||
#: ../../content/applications/sales/rental.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Rental --> Products`, select or create a product, and "
|
||
"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a"
|
||
" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a "
|
||
"*Duration*, and a *Price*. You can add as many price lines as necessary, "
|
||
"usually to give out discounts for longer rental durations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Example of rental pricing configuration in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:32
|
||
msgid ""
|
||
"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*."
|
||
" You can also set a *Security Time*, expressed in hours, to make the product"
|
||
" temporarily unavailable between two rental orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:37
|
||
msgid ""
|
||
"If you want to rent a product created outside of the Rental app, do not "
|
||
"forget to tick *Can be Rented* under the product's name. By default, this "
|
||
"option is ticked when you create a product directly from the Rental app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:42
|
||
msgid "Computing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:44
|
||
msgid ""
|
||
"Odoo always uses two rules to compute the price of a product when you create"
|
||
" a rental order:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:46
|
||
msgid "Only one price line is used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:47
|
||
msgid "The cheapest line is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:50
|
||
msgid "Consider the following rental pricing configuration for a product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:52
|
||
msgid "1 day: $100"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:53
|
||
msgid "3 days: $250"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:54
|
||
msgid "1 week: $500"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:56
|
||
msgid ""
|
||
"A customer wants to rent this product for eight days. What price will they "
|
||
"pay?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:58
|
||
msgid ""
|
||
"After an order is created, Odoo selects the second line as this is the "
|
||
"cheapest option. The customer has to pay three times '3 days' to cover the "
|
||
"rental's eight days, for a total of $750."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:64
|
||
msgid "Customer signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:66
|
||
msgid ""
|
||
"You can ask your customers to sign a rental agreement outlining the "
|
||
"arrangement between you and your customers before they pick up products to "
|
||
"make sure your products are returned on time and in their original "
|
||
"condition. To do so, go to :menuselection:`Rental --> Configuration --> "
|
||
"Settings`, activate *Digital Documents*, and *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Digital Documents settings in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:76
|
||
msgid ""
|
||
"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, "
|
||
"Odoo installs it after activating *Digital Documents*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:79
|
||
msgid ""
|
||
"Once the app settings are saved, you have the option to change the default "
|
||
"*Rental Agreement* from the dropdown menu. You can pick any document already"
|
||
" uploaded to the *Sign* app, or upload a new one to the *Sign* app by "
|
||
"clicking on *Upload Template*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:83
|
||
msgid ""
|
||
"To request a customer signature, select a confirmed rental order, click on "
|
||
"*Sign Documents*, choose the document template and click on *Sign Documents*"
|
||
" again. On the next window, select your customer and click on *Sign Now* to "
|
||
"start the signing process with your customer. Once the document is "
|
||
"completed, click on *Validate & Send Completed Document*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:89
|
||
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:94
|
||
msgid "Pickup and Return receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:96
|
||
msgid ""
|
||
"You can print and give your customers receipts when they pick up and/or "
|
||
"return products. To do so, open any rental order, click on *Print* and "
|
||
"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all "
|
||
"information about the current status of the rented items: which were picked "
|
||
"up, when they are expected to be returned, which were returned, and "
|
||
"potential rental delay costs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Printing a Pickup and Return receipt in Odoo Rental"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales.rst:10
|
||
msgid ""
|
||
"**Odoo Sales** is the application to run your sales process (from quotation "
|
||
"to sales order) and deliver and invoice what has been sold."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales.rst:14
|
||
msgid ""
|
||
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector.rst:5
|
||
msgid "Amazon Connector"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
|
||
msgid "Amazon Connector Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
|
||
msgid ""
|
||
"The **Amazon Connector** synchronizes the orders between Amazon and your "
|
||
"Odoo database, which reduces considerably the amount of time spent on your "
|
||
"Amazon Seller Central dashboard, making your daily routine a lot easier."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
|
||
msgid "Supported Features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
|
||
msgid "The connector is able to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
|
||
msgid ""
|
||
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and "
|
||
"their order items which include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
|
||
msgid "the product’s name, description and quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
|
||
msgid "the shipping costs for the product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
|
||
msgid "the gift wrapping charges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
|
||
msgid ""
|
||
"Create on Odoo any missing partner related to an order (contact types "
|
||
"supported: contact and delivery)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:23
|
||
msgid ""
|
||
"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:25
|
||
msgid "Support multiple seller accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
|
||
msgid "Support multiple marketplaces per seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
|
||
msgid "Fulfilled By Amazon (FBA)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
|
||
msgid "Fulfilled By Merchant (FBM)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "**Orders**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "Synchronize shipped and canceled orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "Synchronize unshipped and canceled orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
|
||
msgid "**Shipping**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
|
||
msgid "Charges"
|
||
msgstr "חיובים"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
|
||
msgid "Delivery created"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
msgid "**Gift Wrapping**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "Handled by Amazon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
msgid "Gift wrapping charges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
|
||
msgid "Gift message"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "**Stock Management**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "One stock move created per sales order item"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "Handled by the delivery"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "**Confirmation**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "Notify Amazon when confirming delivery"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
|
||
msgid ""
|
||
"The connector is designed to synchronize orders' data as detailed above. "
|
||
"Other actions, such as downloading monthly fees reports, handling disputes, "
|
||
"or issuing refunds must be managed from Amazon Seller Central, as usual."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:55
|
||
msgid "Supported Marketplaces"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:57
|
||
msgid ""
|
||
"The Amazon Connector supports all the current marketplaces. If a marketplace"
|
||
" is not listed in your Amazon marketplaces, you can :ref:`add a new "
|
||
"marketplace <amazon/add-new-marketplace>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:63
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114
|
||
msgid ":doc:`setup`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:64
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
|
||
msgid ":doc:`manage`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
|
||
msgid "Manage Amazon orders in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
|
||
msgid "Synchronization of orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
|
||
msgid ""
|
||
"Orders are automatically fetched from Amazon and synchronized in Odoo at "
|
||
"regular intervals. The synchronization is based on the Amazon status: only "
|
||
"orders whose status has changed since the last synchronization are fetched "
|
||
"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and "
|
||
"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the "
|
||
"same is done for **Unshipped** and **Canceled** orders. For each "
|
||
"synchronized order, a sales order and a customer are created in Odoo if they"
|
||
" are not yet registered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
|
||
msgid ""
|
||
"When an order is canceled in Amazon and was already synchronized in Odoo, "
|
||
"the corresponding sales order is automatically canceled in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19
|
||
msgid ""
|
||
"To force the synchronization of an order whose status has not changed since "
|
||
"the last synchronization, activate the :ref:`developer mode <developer-"
|
||
"mode>`, navigate to your Amazon account and modify the date under "
|
||
":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior "
|
||
"to the last status change of the order that you wish to synchronize and "
|
||
"save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25
|
||
msgid ""
|
||
"To synchronize immediately the orders of your Amazon account switch to "
|
||
":ref:`developer mode <developer-mode>`, head to your Amazon account and "
|
||
"click on **SYNC ORDERS**. The same can be done with pickings by clicking on "
|
||
"**SYNC PICKINGS**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:30
|
||
msgid "Manage deliveries in FBM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
|
||
msgid ""
|
||
"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a "
|
||
"picking is created along with the sales order and the customer. You can "
|
||
"either ship all the ordered products to your customer at once or ship "
|
||
"products partially by using backorders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
|
||
msgid ""
|
||
"When a picking related to the order is confirmed, a notification is sent to "
|
||
"Amazon who will, in turn, notify the customer that the order (or a part of "
|
||
"it) is on its way."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40
|
||
msgid ""
|
||
"Amazon requires to provide a tracking reference with each delivery. You'll "
|
||
"need to assign a carrier. If the carrier doesn't automatically provide a "
|
||
"tracking reference, you'll need to set one manually. This concerns all "
|
||
"marketplaces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45
|
||
msgid ""
|
||
"If your chosen carrier isn't one supported by Odoo, you can still create a "
|
||
"carrier bearing its name (e.g. create a carrier named `Colissimo`). This "
|
||
"name is case insensitive, but be careful about typos, as Amazon won't "
|
||
"recognize them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48
|
||
msgid ""
|
||
"Create a delivery carrier named `Self Delivery` to inform Amazon that you "
|
||
"make your own deliveries. You still have to enter a tracking reference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:50
|
||
msgid ""
|
||
"Keep in mind that the customer is notified by email about the delivery, and "
|
||
"the carrier and tracking reference are displayed in the email to the "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:54
|
||
msgid ""
|
||
":doc:`../../../inventory_and_mrp/inventory/shipping/setup/third_party_shipper`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57
|
||
msgid "Follow deliveries in FBA"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59
|
||
msgid ""
|
||
"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
|
||
"move is recorded for each sales order item so that it is saved in your "
|
||
"system. Inventory managers can find such moves in :menuselection:`Inventory "
|
||
"--> Reporting --> Product Moves`. They pick up products in a specific "
|
||
"inventory location called **Amazon**. This location represents your stock in"
|
||
" Amazon's warehouses and allows you to manage the stock of your products "
|
||
"under the FBA program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
|
||
msgid ""
|
||
"To follow your Amazon (FBA) stock in Odoo, you can make an inventory "
|
||
"adjustment after replenishing it. You can also trigger an automated "
|
||
"replenishment from reordering rules on the Amazon location."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:71
|
||
msgid ""
|
||
"The Amazon location is configurable by Amazon account managed in Odoo. All "
|
||
"accounts of the same company use the same location by default. It is however"
|
||
" possible to follow the stock by marketplace. First, remove the marketplace "
|
||
"for which you want to follow the stock separately from the list of "
|
||
"synchronized marketplaces. Then, create another registration for this "
|
||
"account and remove all marketplaces, except the one to isolate from the "
|
||
"others. Finally, assign another stock location to the second registration of"
|
||
" your account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:79
|
||
msgid "Issue invoices and register payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81
|
||
msgid ""
|
||
"You can issue invoices for Amazon orders in Odoo. Click **Create Invoice** "
|
||
"in the sales order to do so. You can also do it in batch from the list view "
|
||
"of orders. Then, confirm and send the invoices to your customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:86
|
||
msgid ""
|
||
"To display only Amazon-related orders on the list view, you can filter "
|
||
"orders based on the sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:89
|
||
msgid ""
|
||
"As the customer has paid Amazon as an intermediary, you should register "
|
||
"invoice payments in a payment journal dedicated to Amazon (e.g. Amazon "
|
||
"Payments, with a dedicated intermediary account). You can do the same with "
|
||
"the vendor bill received from Amazon and dedicated to commissions. When you "
|
||
"receive the balance on your bank account at the end of the month and record "
|
||
"your bank statements in Odoo, you simply credit the Amazon intermediary "
|
||
"account by the amount received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96
|
||
msgid "Follow your Amazon sales in sales reporting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:98
|
||
msgid ""
|
||
"As a sales team is set on your account under the tab **Order Follow-up**, "
|
||
"this helps you give quick glances at the figures in just a few clicks in "
|
||
"Sales reporting. By default, your account's sales team is shared between all"
|
||
" of your company's accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102
|
||
msgid ""
|
||
"If you wish, you can change the sales team on your account for another to "
|
||
"perform a separate reporting for the sales of this account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:106
|
||
msgid ""
|
||
"It is also possible to perform reporting on a per-marketplace basis in a "
|
||
"similar fashion. First, remove the marketplace you wish to track separately "
|
||
"from the list of synchronized marketplaces. Then, create another "
|
||
"registration for this account and remove all marketplaces, except the one to"
|
||
" isolate from the others. Finally, assign another sales team to one of the "
|
||
"two registrations of your account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:104
|
||
msgid ":doc:`features`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
|
||
msgid "Configure Amazon Connector in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:6
|
||
msgid "Register your Amazon account in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:10
|
||
msgid ""
|
||
"To register your seller account in Odoo, navigate to :menuselection:`Sales "
|
||
"--> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
|
||
"Accounts` and click on :guilabel:`CREATE`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:13
|
||
msgid ""
|
||
"Choose a meaningful name for your account (e.g. `Europe`), and select your "
|
||
":guilabel:`Sign-up Marketplace`. This is the original sign-up marketplace of"
|
||
" your seller account (e.g. if you created your account on Amazon Germany, "
|
||
"your sign-up marketplace will be `amazon.de`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:17
|
||
msgid ""
|
||
"Upon saving, a button to :guilabel:`link with Amazon` appears. Click on it "
|
||
"to be redirected to the Amazon login page, or directly to the consent page "
|
||
"if you are already logged in. There, confirm that you want Amazon to give "
|
||
"Odoo access to your account and related data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:21
|
||
msgid "Amazon redirects you to Odoo, with your account registered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
|
||
msgid ""
|
||
"Once the account is registered, the marketplaces available to this account "
|
||
"are synchronized and listed under the :guilabel:`Marketplaces` tab. If you "
|
||
"wish, you can remove some items from the list of synchronized marketplaces "
|
||
"to disable their synchronization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:28
|
||
msgid "Match database products in Amazon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:30
|
||
msgid ""
|
||
"When an Amazon order is synchronized, up to three sales order items are "
|
||
"created in Odoo for each product sold on Amazon: one for the marketplace "
|
||
"product, one for the shipping charges (if any) and one for the gift wrapping"
|
||
" charges (if any)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:36
|
||
msgid ""
|
||
"The selection of a database product for a sales order item is done by "
|
||
"matching its **internal reference** with the **SKU** for marketplace items, "
|
||
"the **shipping code** for delivery charges, and the **gift wrapping** code "
|
||
"for gift wrapping charges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:40
|
||
msgid ""
|
||
"For marketplace products, pairings are saved as **Amazon Offers** which are "
|
||
"listed under the **Offers** stat button on the account form. Offers are "
|
||
"automatically created when the pairing is established and are used for "
|
||
"subsequent orders to lookup SKUs. If no offer with a matching SKU is found, "
|
||
":ref:`the internal reference is used instead <amazon/matching>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:46
|
||
msgid ""
|
||
"It is possible to force the pairing of a marketplace item with a specific "
|
||
"product by changing either the product or the SKU of an offer. The offer can"
|
||
" be manually created if it was not automatically done yet. This is useful if"
|
||
" you do not use the internal reference as the SKU or if you sell the product"
|
||
" under different conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:51
|
||
msgid ""
|
||
"If no database product with a matching internal reference is found for a "
|
||
"given SKU or gift wrapping code, a default database product **Amazon Sale** "
|
||
"is used. The same is done with the default product **Amazon Shipping** and "
|
||
"the shipping code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:56
|
||
msgid ""
|
||
"To modify the default products, activate the :ref:`developer mode "
|
||
"<developer-mode>` and navigate to :menuselection:`Sales --> Configuration "
|
||
"--> Settings --> Connectors --> Amazon Sync --> Default Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:61
|
||
msgid "Configure taxes of products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:63
|
||
msgid ""
|
||
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
|
||
"the sales order items are those set on the product or determined by the "
|
||
"fiscal position. Make sure to have set the correct taxes on your products in"
|
||
" Odoo or to have it done by a fiscal position, to avoid discrepancies in the"
|
||
" subtotals between Seller Central and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:69
|
||
msgid ""
|
||
"As Amazon does not necessarily apply the same taxes as those configured in "
|
||
"Odoo, it may happen that order totals differ by a few cents from that on "
|
||
"Seller Central. Those differences can be resolved with a write-off when "
|
||
"reconciling the payments in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
|
||
msgid "Add a new marketplace"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:78
|
||
msgid ""
|
||
":ref:`All marketplaces are supported by the Amazon Connector "
|
||
"<amazon/supported-marketplaces>`, but recently created ones might be missing"
|
||
" from your database. To add a new marketplace, proceed as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:82
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:83
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings --> Connectors "
|
||
"--> Amazon Sync --> Amazon Marketplaces`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:85
|
||
msgid ""
|
||
"Create a new marketplace record. Enter the :guilabel:`Marketplace ID` and "
|
||
"select the :guilabel:`Amazon Region` for your marketplace as described in "
|
||
"the `Amazon Documentation for marketplace IDs and regions "
|
||
"<https://developer-docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, "
|
||
"and the :guilabel:`Seller Central URL` as described in the `Amazon "
|
||
"Documentation for seller central URLs <https://developer-"
|
||
"docs.amazon.com/amazon-shipping/docs/seller-central-urls>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:91
|
||
msgid ""
|
||
"Set the name of the record to `Amazon.<country code>` to easily retrieve it "
|
||
"(e.g.: **Amazon.se**). The :guilabel:`API Identifier`, the "
|
||
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
|
||
"respectively hold the *MarketplaceId*, the selected Amazon region and the "
|
||
"*Seller Central URL* values from the Amazon Documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:95
|
||
msgid ""
|
||
"Once the marketplace is saved, update the Amazon Account configuration by "
|
||
"going to :menuselection:`Sales --> Configuration --> Settings --> Connectors"
|
||
" --> Amazon Sync --> Amazon Accounts`. Open the account on which you wish to"
|
||
" use the new marketplace, go to the :guilabel:`Marketplaces` tab and click "
|
||
"on :guilabel:`Update available marketplaces` (an animation should confirm "
|
||
"the success of the operation). Newly added marketplaces are automatically "
|
||
"added to the list of synchronized marketplaces. If the new marketplace is "
|
||
"not added to the list, it means that it is either incompatible or "
|
||
"unavailable for your seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector.rst:5
|
||
msgid "eBay Connector"
|
||
msgstr " קישור ל eBay"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
|
||
msgid "How to list a product?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6
|
||
msgid "Listing without variation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8
|
||
msgid ""
|
||
"In order to list a product, you need to check the **use eBay** field on a "
|
||
"product form. The eBay tab will be available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
|
||
msgid ""
|
||
"When the **Use Stock Quantity** field is checked, the quantity sets on eBay "
|
||
"will be the Odoo **Forecast Quantity**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
|
||
msgid ""
|
||
"The **Description Template** allows you to use templates for your listings. "
|
||
"The default template only use the **eBay Description** field of the product."
|
||
" You can use html inside the **Description Template** and in the **eBay "
|
||
"Description**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21
|
||
msgid ""
|
||
"To use pictures in your listing, you need to add them as **Attachments** on "
|
||
"the product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24
|
||
msgid "Listing with variations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26
|
||
msgid ""
|
||
"When the **use eBay** on a product with variations is checked and with "
|
||
"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In"
|
||
" the variants array, you can choose which variant will be listed on eBay as "
|
||
"well as set the price and the quantity for each variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
|
||
msgid "Listing with item specifics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
|
||
msgid ""
|
||
"In order to add item specifics, you should create a product attribute with "
|
||
"one value in the **Variants** tab on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44
|
||
msgid "Product Identifiers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46
|
||
msgid ""
|
||
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
|
||
"the eBay category. The module manages the EAN and UPC identifiers with the "
|
||
"**Barcode** field of the product variant. If the **Barcode** field is empty "
|
||
"or is value is not valid, the EAN and UPC values will be set as 'Does not "
|
||
"apply' as recommended by eBay. The Brand and MPN values are working as item "
|
||
"specifics and should be define in the **Variants** tab on the product form. "
|
||
"If these values are not set, 'Does not apply' will be used for the eBay "
|
||
"listing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
|
||
msgid "How to configure eBay in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
|
||
msgid "Create eBay tokens"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
|
||
msgid ""
|
||
"In order to create your tokens, you need to create a developer account on "
|
||
"the `developer portal <https://go.developer.ebay.com/>`_. Once you are "
|
||
"logged in, you can create **Sandbox Keys** and **Production Keys** by "
|
||
"clicking on the adequate buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16
|
||
msgid ""
|
||
"After the creation of the keys, you can get the user token. To do so, click "
|
||
"on the **Get a User Token** link in the bottom of the page. Go through the "
|
||
"form, log in with you eBay account and you will get the keys and token "
|
||
"needed to configure the module in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
|
||
msgid "Set up tokens in Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
|
||
msgid ""
|
||
"To set up the eBay integration, go to :menuselection:`Sales --> "
|
||
"Configuration --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
|
||
msgid ""
|
||
"First choose if you want to use the production or the sandbox eBay Site. "
|
||
"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert "
|
||
"Key**. Apply the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
|
||
msgid ""
|
||
"Once the page is reloaded, you need to synchronize information from eBay. "
|
||
"Push on **Sync countries and currencies**, then you can fill in all the "
|
||
"other fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
|
||
msgid ""
|
||
"When all the fields are filled in, you can synchronize the categories and "
|
||
"the policies by clicking on the adequate buttons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
|
||
msgid "Accept account deletion notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
|
||
msgid ""
|
||
"Since September 2021, **eBay requires supporting customer account "
|
||
"deletion/closure notifications**. As such, when eBay receives an account "
|
||
"request for deletion, all eBay partners must confirm the reception of the "
|
||
"request and take further action if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46
|
||
msgid ""
|
||
"Odoo has a notification endpoint to receive those notifications, confirm the"
|
||
" reception of the request, and handle the first set of actions to anonymize "
|
||
"the account details in **Contacts** and remove the customer's access to the "
|
||
"portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
|
||
msgid ""
|
||
"Make sure to correctly :ref:`set up your subscription to the marketplace "
|
||
"account deletion notifications <ebay/subscribe-account-deletion-"
|
||
"notifications>` as eBay may temporarily disable the related eBay account "
|
||
"until the subscription is completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58
|
||
msgid "Retrieve endpoint details from Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60
|
||
msgid ""
|
||
"The endpoint details can be found in :menuselection:`Sales --> Configuration"
|
||
" --> Settings --> eBay`. Click on *Generate Token* to retrieve your "
|
||
"**Verification Token**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Button to generate an eBay verification token in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70
|
||
msgid "Subscribe to account deletion notifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72
|
||
msgid ""
|
||
"Log in on the `developer portal of eBay <https://go.developer.ebay.com/>`_ "
|
||
"and go to **Alerts & Notifications**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Overview of the Alerts & Notifications dashboard of eBay"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79
|
||
msgid ""
|
||
"To subscribe to deletion/closure notifications, eBay needs a few details:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81
|
||
msgid ""
|
||
"An **email address** to send notifications to if the endpoint is "
|
||
"unreachable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82
|
||
msgid "The **endpoint details**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84
|
||
msgid "The URL to Odoo's account deletion notification endpoint"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85
|
||
msgid "A verification token"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Dedicated fields to enter the endpoint details"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92
|
||
msgid ""
|
||
"You can edit the last two fields once the email address field is filled out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95
|
||
msgid "Verify the connectivity with the endpoint"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97
|
||
msgid ""
|
||
"After setting the retrieved endpoint details in eBay's dashboard, consider "
|
||
"testing the connectivity with the **Send Test Notification** button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100
|
||
msgid ""
|
||
"You should get the following confirmation message: \"A test notification was"
|
||
" sent successfully!\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Button to send test notification"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107
|
||
msgid "Using the updated synchronisation method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109
|
||
msgid ""
|
||
"If you have a lot of products, the eBay API can sometimes refuse some "
|
||
"synchronization calls due to a time-based limit on the number of requests "
|
||
"that eBay enforces."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112
|
||
msgid ""
|
||
"To fix this issue, a new implementation mechanism has been developed; "
|
||
"however this updated mechanism is disabled by default to avoid having the 2 "
|
||
"systems running in parallel in existing installations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116
|
||
msgid "To switch to the new synchronization mechanism:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119
|
||
msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120
|
||
msgid ""
|
||
"Archive the old synchronization actions (both are named *Ebay: update "
|
||
"product status*)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121
|
||
msgid ""
|
||
"Activate the new synchronization actions (*Ebay: get new orders* which runs "
|
||
"every 15min by default and *Ebay: synchronise stock (for 'get new orders' "
|
||
"synchronisation)* which runs once a day per default)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124
|
||
msgid ""
|
||
"Ensure that the **Next Execution Date** for both these actions are in the "
|
||
"near future"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126
|
||
msgid ""
|
||
"Starting with the next execution date, the new method will be used instead "
|
||
"of the old one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing.rst:5
|
||
msgid "Invoicing Method"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
|
||
msgid "Down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
|
||
msgid ""
|
||
"A down payment is a partial payment made by the buyer when a sales contract "
|
||
"is concluded. This implies both parties' (seller and buyer) full commitment "
|
||
"to honor the contract."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8
|
||
msgid ""
|
||
"With a down payment, the buyer pays a portion of the total amount owed while"
|
||
" agreeing to pay the remaining amount at a later date. In turn, the seller "
|
||
"provides goods or services to the buyer after accepting the down payment, "
|
||
"trusting that the remaining amount will be paid later on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:13
|
||
msgid "Initial down payment request"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15
|
||
msgid ""
|
||
"When a sales order is confirmed, the option to create an invoice becomes "
|
||
"available, via the :guilabel:`Create Invoice` button, located in the upper-"
|
||
"left corner of the sales order form. When clicked, a :guilabel:`Create "
|
||
"invoices` pop-up appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:20
|
||
msgid ""
|
||
"Invoices are automatically created in drafts, so they can be reviewed before"
|
||
" validation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:22
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up, there are 3 options to choose "
|
||
"from in the :guilabel:`Create Invoice` field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:27
|
||
msgid ":guilabel:`Regular invoice`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:27
|
||
msgid ""
|
||
"If :guilabel:`Regular Invoice` is selected the other fields disappear, as "
|
||
"they only pertain to down payment configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29
|
||
msgid ":guilabel:`Down payment (percentage)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30
|
||
msgid ":guilabel:`Down payment (fixed amount)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:32
|
||
msgid ""
|
||
"In terms of a down payment, it can either be a fixed amount or a percentage "
|
||
"of the total amount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
|
||
msgid ""
|
||
"Once the desired down payment option is selected in the :guilabel:`Create "
|
||
"Invoice` field, designate the desired amount (either as a percentage or "
|
||
"fixed amount) in the :guilabel:`Down Payment Amount` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38
|
||
msgid ""
|
||
"Then, select the appropriate income account for the invoice in the "
|
||
":guilabel:`Income Account` field, and add a tax amount, if necessary, in the"
|
||
" :guilabel:`Customer Taxes` field. These settings will be reused for future "
|
||
"down payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "How to configure a down payment on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:47
|
||
msgid ""
|
||
"When a down payment is first requested, a new product called :guilabel:`Down"
|
||
" payment` is created. This product is registered as a :guilabel:`Service` "
|
||
"product, with an invoicing policy of :guilabel:`Ordered quantities`. This "
|
||
"product can be edited and modified at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:52
|
||
msgid ""
|
||
"If :guilabel:`Delivered quantities` is chosen as the invoicing policy, an "
|
||
"invoice will **not** be able to be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56
|
||
msgid "Request a 50% down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:58
|
||
msgid ""
|
||
"For the following example, the flow involves a 50% amount down payment on a "
|
||
"product with :guilabel:`Ordered quantities` as the invoicing policy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:62
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:184
|
||
msgid ":doc:`/applications/sales/sales/invoicing/invoicing_policy`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:64
|
||
msgid ""
|
||
"When the order is confirmed (via the :guilabel:`Confirm` button), it's time "
|
||
"to create/view the invoice, by clicking :guilabel:`Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:67
|
||
msgid ""
|
||
"Then, on the :guilabel:`Create invoices` pop-up window that appears, select "
|
||
":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down "
|
||
"Payment Amount` field. Lastly, click :guilabel:`Create and View Invoice` to "
|
||
"create and view the invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "Create invoices pop up window in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:75
|
||
msgid "Doing so reveals the draft invoice, which mentions the down payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "A sample draft invoice with down payment mentioned in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:81
|
||
msgid ""
|
||
"From there, the invoice can be confirmed/posted, and the payment can be "
|
||
"registered. Return to the sales order, via the breadcrumbs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:84
|
||
msgid ""
|
||
"On the sales order, the option to view what the customer will see is "
|
||
"available, via the :guilabel:`Customer Preview` smart button, and the "
|
||
":guilabel:`Invoice` button reveals the drafted invoice. In either case, the "
|
||
"down payment is mentioned on both the sales order and draft invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "How the down payment is mentioned on the sales order in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:92
|
||
msgid ""
|
||
"To confirm and register the first payment of the down payment, click the "
|
||
":guilabel:`Invoices` smart button to return to the invoice. On the "
|
||
":guilabel:`Customer Invoice` page, click :guilabel:`Confirm`, then "
|
||
":guilabel:`Register Payment` to open a :guilabel:`Register Payment` pop-up "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "How the register payment pop up looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:101
|
||
msgid ""
|
||
"On this form, select the appropriate :guilabel:`Journal` and confirm that "
|
||
"the down payment amount is correct in the :guilabel:`Amount` field. Then, "
|
||
"make any other modifications to the other fields, if necessary, before "
|
||
"clicking :guilabel:`Create Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:105
|
||
msgid ""
|
||
"Odoo returns to the invoice, which now has a green :guilabel:`In Payment` "
|
||
"banner visible in the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"How the initial down payment invoice has a green paid banner in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:112
|
||
msgid ""
|
||
"Now, when the customer wants to pay the remaining amount of the order, "
|
||
"another invoice must be created. To do that, return to the sales order, and "
|
||
"click :guilabel:`Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:115
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up window, there is now an option to "
|
||
":guilabel:`Deduct down payments`, which is selected by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"The deduct down payment option on the create invoices pop up in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:122
|
||
msgid ""
|
||
"If the remaining amount is ready to be paid, the :guilabel:`Regular Invoice`"
|
||
" option should be selected, and the :guilabel:`Deduct down payments` option "
|
||
"should *stay* selected. Then, click :guilabel:`Create and View Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126
|
||
msgid ""
|
||
"Doing so reveals a separate :guilabel:`Invoices` page, listing all the "
|
||
"invoices for that specific sales order. Each invoice line item displays all "
|
||
"the necessary information related to each invoice, along with the current "
|
||
":guilabel:`Payment Status`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The down payment invoices page in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:134
|
||
msgid ""
|
||
"To complete the flow, select the invoice with the :guilabel:`Not Paid` "
|
||
"status, which opens that invoice. On the invoice page, click "
|
||
":guilabel:`Confirm`, then :guilabel:`Register Payment`, and confirm that the"
|
||
" remaining :guilabel:`Amount` is correct. Then, click :guilabel:`Create "
|
||
"Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:138
|
||
msgid ""
|
||
"That pop-up window disappears, and a green :guilabel:`In Payment` banner is "
|
||
"now present on the invoice. The line items on the invoice show that the "
|
||
"total amount has been paid, including mentions of the down payment, and the "
|
||
"flow is complete."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:142
|
||
msgid ""
|
||
"This flow is also possible with the :guilabel:`Fixed amount` down payment "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:145
|
||
msgid ""
|
||
"If a down payment is used with a product that has a :guilabel:`Delivered "
|
||
"quantities` invoicing policy, the down payments will **not** be able to be "
|
||
"deducted when it comes time to invoice the customer. This is because, due to"
|
||
" the invoicing policy, the product(s) would have to be delivered *before* "
|
||
"creating the final invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:150
|
||
msgid ""
|
||
"If nothing has been delivered, a :guilabel:`Credit Note` is created, which "
|
||
"cancels the draft invoice that was created after the down payment. To "
|
||
"utilize the :guilabel:`Credit Note` option, the *Inventory* application must"
|
||
" be installed, in order to confirm the delivery. Otherwise, the delivered "
|
||
"quantity can be entered manually directly on the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:156
|
||
msgid "Income account and customer taxes modifications"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:158
|
||
msgid ""
|
||
"To adjust the income account and customer taxes attached to a down payment, "
|
||
"navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> "
|
||
"Products --> Products`), search for the `Down Payment` product in the search"
|
||
" bar, and select it to reveal the product detail page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:162
|
||
msgid ""
|
||
"On the :guilabel:`Down Payment` product page, click :guilabel:`Edit`, then "
|
||
"scroll down to the :guilabel:`General Information` tab. In this tab, the "
|
||
"customer taxes can be modified in the :guilabel:`Customer Taxes` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "How to modify the income account link to down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170
|
||
msgid ""
|
||
"To change or adjust the income account attached to the :guilabel:`Down "
|
||
"Payment` product page, the *Accounting* app **must** be installed. With the "
|
||
"*Accounting* app installed, the :guilabel:`Accounting` tab becomes available"
|
||
" on the product page. That tab will **not** be accessible without the "
|
||
"*Accounting* app installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:175
|
||
msgid ""
|
||
"In the :guilabel:`Accounting` tab, the income account can be changed in the "
|
||
":guilabel:`Income Account` field, in the :guilabel:`Receivables` section. "
|
||
"Once all desired changes are complete, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
|
||
msgid "Re-invoice expenses to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
|
||
msgid ""
|
||
"It often happens that your employees have to spend their personal money "
|
||
"while working on a project for your client. Let's take the example of a "
|
||
"consultant paying for a hotel to work on the site of your client. As a "
|
||
"company, you would like to be able to invoice that expense to your client."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:12
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:64
|
||
msgid "Expenses configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:14
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:66
|
||
msgid ""
|
||
"To track & invoice expenses, you will need the expenses app. Go to "
|
||
":menuselection:`Apps --> Expenses` to install it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
|
||
msgid ""
|
||
"You should also activate the analytic accounts feature to link expenses to "
|
||
"the sales order, to do so, go to :menuselection:`Invoicing --> Configuration"
|
||
" --> Settings` and activate *Analytic Accounting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:74
|
||
msgid "Add expenses to your sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:76
|
||
msgid ""
|
||
"From the expense app, you or your consultant can create a new one, e.g. the "
|
||
"hotel for the first week on the site of your customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:27
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:79
|
||
msgid ""
|
||
"You can then enter a relevant description and select an existing product or "
|
||
"create a new one from right there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:33
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:85
|
||
msgid "Here, we are creating a *Hotel* product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:38
|
||
msgid ""
|
||
"Under the invoicing tab, select *Delivered quantities* and either *At cost* "
|
||
"or *Sales price* as well depending if you want to invoice the cost of your "
|
||
"expense or a previously agreed on sales price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:45
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:97
|
||
msgid ""
|
||
"To modify or create more products go to :menuselection:`Expenses --> "
|
||
"Configuration --> Expense products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:100
|
||
msgid ""
|
||
"Back on the expense, add the original sale order in the expense to submit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:106
|
||
msgid "It can then be submitted to the manager, approved and finally posted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:65
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:117
|
||
msgid "It will then be in the sales order and ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
|
||
msgid "Invoice based on delivered or ordered quantities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
|
||
msgid ""
|
||
"Different business policies might require different options for invoicing:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
|
||
msgid ""
|
||
"The **Invoice what is ordered** rule is used as **default mode** in Odoo "
|
||
"Sales, which means that customers will be invoiced once the sales order is "
|
||
"confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:10
|
||
msgid ""
|
||
"The **Invoice what is delivered** rule will invoice customers once the "
|
||
"delivery is done. This rule concerns businesses that sell materials, liquids"
|
||
" or food in large quantities. In these cases, the quantity might diverge a "
|
||
"little bit and it is, therefore, preferable to invoice the quantity actually"
|
||
" delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:15
|
||
msgid ""
|
||
"Being able to have different invoicing options allow you more flexibility. "
|
||
"Indeed, you need to know exactly how to invoice your customers for different"
|
||
" situations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
|
||
msgid "Activate these features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:21
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and under "
|
||
"**Invoicing policy** choose the rule you want to apply."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to choose your invoicing policy on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:30
|
||
msgid ""
|
||
"If you decide to choose the **Invoice what is delivered** rule, you will not"
|
||
" be able to activate the feature called **Automatic invoice**, which "
|
||
"automatically generates invoices when the online payment is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:35
|
||
msgid "Choose an invoicing policy on a product form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:37
|
||
msgid ""
|
||
"From any product page, under the **Sales tab**, you will find the invoicing "
|
||
"policy, which can be manually changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to change your invoicing policy on a product form on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:46
|
||
msgid "Impact on sales flow"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:48
|
||
msgid ""
|
||
"On Odoo Sales, the basic sales flow will be to create a quotation, send it "
|
||
"to your customer, wait for confirmation, confirm the sales order and create "
|
||
"an invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
|
||
msgid ""
|
||
"**Invoice what is ordered**: No impact on this basic sales flow. Indeed, you"
|
||
" can invoice as soon as the sale is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:54
|
||
msgid ""
|
||
"**Invoice what is delivered**: Small impact on sales flow because you will "
|
||
"have to manually enter the delivered quantity on the sales order or to "
|
||
"install the **Inventory App** to confirm the delivered quantity before "
|
||
"creating an invoice, with the **Sales App**. Indeed, if you try to create an"
|
||
" invoice without validating the delivered quantity, you will receive an "
|
||
"error message as below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
|
||
msgid ""
|
||
"How the choice of your invoicing policy impacts your sales flow on Odoo "
|
||
"Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:65
|
||
msgid ""
|
||
"Once the quotation is confirmed and that the status went from **Quotation "
|
||
"sent** to **Sales order**, you are able to see your delivered and invoiced "
|
||
"quantities directly from your sales order (it is true for both rules)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to see your delivered and invoiced quantities on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:74
|
||
msgid ""
|
||
"Odoo will automatically add the quantities to the invoice (even if it is a "
|
||
"partial delivery)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:76
|
||
msgid ""
|
||
"Finally, to create an invoice, you will have different possibilities: "
|
||
"regular invoice or down payment (percentage or fixed amount)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
|
||
msgid ""
|
||
"Be sure to check out our documentation about down payment here: "
|
||
":doc:`down_payment`, to master this incredible feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
|
||
msgid "Invoice project milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
|
||
msgid ""
|
||
"Milestone invoicing can be used for expensive or large-scale projects, with "
|
||
"each milestone representing a clear sequence of work that will incrementally"
|
||
" build up to the completion of the contract. This invoicing method is "
|
||
"comfortable both for the company which is ensured to get a steady cash flow "
|
||
"throughout the project lifetime and for the client who can monitor the "
|
||
"project's progress and pay in several installments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:13
|
||
msgid "Create milestone products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:15
|
||
msgid ""
|
||
"In Odoo, each milestone of your project is considered as a product. To "
|
||
"configure products to work this way, go to any product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
|
||
msgid ""
|
||
"You have to set the product type as *Service* under general information and "
|
||
"select *Milestones* in the sales tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:25
|
||
msgid "Invoice milestones"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:27
|
||
msgid ""
|
||
"From the sales order, you can manually edit the quantity delivered as you "
|
||
"complete a milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:33
|
||
msgid "You can then invoice that first milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
|
||
msgid "Pro-forma invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
|
||
msgid ""
|
||
"A *pro-forma invoice* is an abridged or estimated invoice sent in advance of"
|
||
" a delivery of goods. It notes the kind and quantity of goods, their value, "
|
||
"and other important information, such as weight and transportation charges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:9
|
||
msgid ""
|
||
"Pro-forma invoices are commonly used as preliminary invoices with a "
|
||
"quotation. They are also used for customs purposes during importation. They "
|
||
"differ from a normal invoice in that they are not a demand (or request) for "
|
||
"payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:14
|
||
msgid "Activate the feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:16
|
||
msgid ""
|
||
"In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature "
|
||
"**must** be activated. To do that, navigate to :menuselection:`Sales app -->"
|
||
" Configuration --> Settings`, and in the :guilabel:`Quotations & Orders` "
|
||
"section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, "
|
||
"click :guilabel:`Save` to save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:26
|
||
msgid "Send a pro-forma invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:28
|
||
msgid ""
|
||
"With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send"
|
||
" a pro-forma invoice is now available on any quotation or sales order, via "
|
||
"the :guilabel:`Send Pro-Forma Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid ""
|
||
"The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:35
|
||
msgid ""
|
||
"When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-"
|
||
"up appears. The :guilabel:`Recipients` field is auto-populated with the "
|
||
"customer from the sales order or quotation. Then, if needed, modify the "
|
||
":guilabel:`Subject` field and the body of the email. The pro-forma invoice "
|
||
"is automatically added as an attachment to the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:40
|
||
msgid ""
|
||
"When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with"
|
||
" the attached pro-forma invoice, to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid ""
|
||
"The email pop-up window that appears with pro-forma invoice attached in Odoo"
|
||
" Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:48
|
||
msgid ""
|
||
"To preview what the pro-forma invoice looks like, click on the PDF at the "
|
||
"bottom of the email pop-up window *before* clicking :guilabel:`Send`. When "
|
||
"clicked, the pro-forma invoice is downloaded instantly. Open that PDF to "
|
||
"view (and review) the pro-forma invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:0
|
||
msgid "Sample pro-forma invoice PDF from Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
|
||
msgid "Invoice based on time and materials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
|
||
msgid ""
|
||
"Time and Materials is generally used in projects in which it is not possible"
|
||
" to accurately estimate the size of the project, or when it is expected that"
|
||
" the project requirements would most likely change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:9
|
||
msgid ""
|
||
"This is opposed to a fixed-price contract in which the owner agrees to pay "
|
||
"the contractor a lump sum for the fulfillment of the contract no matter what"
|
||
" the contractors pay their employees, sub-contractors, and suppliers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:14
|
||
msgid ""
|
||
"For this documentation I will use the example of a consultant, you will need"
|
||
" to invoice their time, their various expenses (transport, lodging, ...) and"
|
||
" purchases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:19
|
||
msgid "Invoice time configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
|
||
msgid ""
|
||
"To keep track of progress in the project, you will need the *Project* app. "
|
||
"Go to :menuselection:`Apps --> Project` to install it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:24
|
||
msgid ""
|
||
"In *Project* you will use timesheets, to do so go to :menuselection:`Project"
|
||
" --> Configuration --> Settings` and activate the *Timesheets* feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:32
|
||
msgid "Invoice your time spent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:34
|
||
msgid ""
|
||
"From a product page set as a service, you will find two options under the "
|
||
"invoicing tab, select both *Timesheets on tasks* and *Create a task in a new"
|
||
" project*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:41
|
||
msgid "You could also add the task to an existing project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
|
||
msgid ""
|
||
"Once confirming a sales order, you will now see two new buttons, one for the"
|
||
" project overview and one for the current task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:49
|
||
msgid ""
|
||
"You will directly be in the task if you click on it, you can also access it "
|
||
"from the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
|
||
msgid ""
|
||
"Under timesheets, you can assign who works on it. You can or they can add "
|
||
"how many hours they worked on the project so far."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
|
||
msgid "From the sales order, you can then invoice those hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
|
||
msgid ""
|
||
"You should also activate the analytic accounts feature to link expenses to "
|
||
"the sales order, to do so, go to :menuselection:`Accounting --> "
|
||
"Configuration --> Settings` and activate *Analytic Accounting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:90
|
||
msgid ""
|
||
"under the invoicing tab, select *Delivered quantities* and either *At cost* "
|
||
"or *Sales price* as well depending if you want to invoice the cost of your "
|
||
"expense or a previously agreed on sales price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:120
|
||
msgid "Invoice purchases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
|
||
msgid ""
|
||
"The last thing you might need to add to the sale order is purchases made for"
|
||
" it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:125
|
||
msgid ""
|
||
"You will need the *Purchase Analytics* feature, to activate it, go to "
|
||
":menuselection:`Invoicing --> Configuration --> Settings` and select "
|
||
"*Purchase Analytics*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:129
|
||
msgid ""
|
||
"While making the purchase order don't forget to add the right analytic "
|
||
"account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:135
|
||
msgid ""
|
||
"Once the PO is confirmed and received, you can create the vendor bill, this "
|
||
"will automatically add it to the SO where you can invoice it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices.rst:5
|
||
msgid "Products & Prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3
|
||
msgid "Use eWallets and gift cards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5
|
||
msgid ""
|
||
"With Odoo, customers can use **eWallets** and **gift cards** for online and "
|
||
"in-store shopping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7
|
||
msgid ""
|
||
"To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), "
|
||
"first enable :guilabel:`Discounts, Loyalty & Gift Card` under "
|
||
":menuselection:`Sales app --> Configuration --> Settings --> Pricing "
|
||
"section`. Once enabled, go to :menuselection:`Sales app --> Products --> "
|
||
"Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card "
|
||
"program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13
|
||
msgid "eWallets"
|
||
msgstr "eWallets"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15
|
||
msgid ""
|
||
"eWallets allow customers to save credits on their online account and use "
|
||
"these credits as a payment method when buying items in an online store or a "
|
||
"brick-and-mortar store. eWallets can also be used to centralize multiple "
|
||
":ref:`gift cards <ewallet_gift/gift-cards>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19
|
||
msgid ""
|
||
"Before creating an eWallet program, it is necessary to create an eWallet "
|
||
"**top-up** product. Top-ups are pre-defined digital credit values added to "
|
||
"an eWallet in exchange for its equivalent in real currency. These credits "
|
||
"can then be used as a payment method in the eCommerce shop or :abbr:`PoS "
|
||
"(Point of Sale)`. Top-up values can be of different amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25
|
||
msgid ""
|
||
"A $50 top-up can be bought for $50, and adds that same amount of credits to "
|
||
"the eWallet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27
|
||
msgid ""
|
||
"To create a top-up product, go to :menuselection:`Sales app --> Products -->"
|
||
" Products` and :guilabel:`Create` a new product. On the product template, "
|
||
"configure the options as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30
|
||
msgid ""
|
||
":guilabel:`Product Name`: enter a name for the top-up product (for example, "
|
||
"`$50 Top-Up`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92
|
||
msgid ":guilabel:`Can be Sold`: enabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93
|
||
msgid ":guilabel:`Product Type`: select :guilabel:`Service`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94
|
||
msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95
|
||
msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35
|
||
msgid ":guilabel:`Sales Price`: enter the amount of the top-up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38
|
||
msgid ""
|
||
"In order to have eWallet top-ups of different amounts, create multiple top-"
|
||
"up products and modify the :guilabel:`Sales Price` accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41
|
||
msgid ""
|
||
"Once the top-up is created, go to :menuselection:`Sales app --> Products -->"
|
||
" Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The "
|
||
"following configuration options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44
|
||
msgid ":guilabel:`Program Name`: enter a name for the eWallet program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45
|
||
msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46
|
||
msgid ""
|
||
":guilabel:`eWallet Products`: select the eWallet top-up created earlier. "
|
||
"Repeat the process if you created top-ups of different amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48
|
||
msgid ""
|
||
":guilabel:`Email template`: select the email template used for the email "
|
||
"sent to the customer. To create a new template, click on the field, select "
|
||
":guilabel:`Search More`, and then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51
|
||
msgid ""
|
||
":guilabel:`Currency`: select the currency to use for the eWallet program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115
|
||
msgid ""
|
||
":guilabel:`Company`: select the company for which the program is valid and "
|
||
"available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116
|
||
msgid ""
|
||
":guilabel:`Available On`: select the applications on which the program is "
|
||
"valid and available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117
|
||
msgid ""
|
||
":guilabel:`Website`: select the website on which the program is valid and "
|
||
"available. Leave this field empty to include all websites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119
|
||
msgid ""
|
||
":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which "
|
||
"the program is valid and available. Leave this field empty to include all "
|
||
":abbr:`PoS (Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "eWallet program configuration page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63
|
||
msgid ""
|
||
"Once the program is configured, click the :guilabel:`Generate eWallet` "
|
||
"button in the upper-left corner to generate eWallets. eWallets can be "
|
||
"generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. "
|
||
"The quantity is automatically adapted according to the :guilabel:`Customers`"
|
||
" and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet "
|
||
"value`. Finally, set the :guilabel:`Valid Until` period if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69
|
||
msgid ""
|
||
"Generated eWallets can be accessed through the :guilabel:`eWallets` smart "
|
||
"button in the upper-right corner. From there, :guilabel:`Send` or "
|
||
":guilabel:`Share` the eWallets via email or a URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "eWallets send and share buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76
|
||
msgid ""
|
||
"Click on an eWallet to change the :guilabel:`Expiration Date`, "
|
||
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an "
|
||
"eWallet *cannot* be changed, deleted, or duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82
|
||
msgid "Gift cards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84
|
||
msgid ""
|
||
"Gift cards can be purchased by customers, and in turn used as a payment "
|
||
"method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87
|
||
msgid ""
|
||
"Before creating a new gift card program, it is necessary to first create "
|
||
"gift cards as products. To do so, go to :menuselection:`Sales app --> "
|
||
"Products --> Products` and :guilabel:`Create` a product. On the product "
|
||
"template, configure the options as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91
|
||
msgid ":guilabel:`Product Name`: enter a name for the gift card product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96
|
||
msgid ":guilabel:`Sales Price`: enter the amount of the gift card"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99
|
||
msgid ""
|
||
"In order to have gift cards of different amounts, create multiple gift card "
|
||
"products and modify the :guilabel:`Sales Price` accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102
|
||
msgid ""
|
||
"Once the gift card product is created, go to :menuselection:`Sales app --> "
|
||
"Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card "
|
||
"program. The following configuration options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106
|
||
msgid ":guilabel:`Program Name`: enter a name for the gift card program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107
|
||
msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108
|
||
msgid ""
|
||
":guilabel:`Gift Card Products`: select the gift card product created "
|
||
"earlier. Repeat the process if you created gift card products of different "
|
||
"amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110
|
||
msgid ""
|
||
":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift "
|
||
"Card Information` template, or create a new template by clicking on the "
|
||
"field, selecting :guilabel:`Search More`, and then clicking "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113
|
||
msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114
|
||
msgid ""
|
||
":guilabel:`Currency`: select the currency to use for the gift card program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "Gift card program configuration page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126
|
||
msgid ""
|
||
"Once the program is configured, click the :guilabel:`Generate Gift Cards` "
|
||
"button in the upper-left corner to generate gift cards. Gift cards can be "
|
||
"generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected "
|
||
"Customers`. Set the :guilabel:`Quantity to generate` for "
|
||
":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or "
|
||
":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the "
|
||
":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period"
|
||
" if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133
|
||
msgid ""
|
||
"Generated gift cards can be accessed through the :guilabel:`Gift Cards` "
|
||
"smart button in the upper-right corner. From there, :guilabel:`Send` or "
|
||
":guilabel:`Share` the gift cards via email or a URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "Gift cards send and share buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141
|
||
msgid ""
|
||
"Click on a gift card to change the :guilabel:`Expiration Date`, "
|
||
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift "
|
||
"card *cannot* be changed, deleted, or duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
|
||
msgid "Discount and loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users "
|
||
"to create discount and loyalty programs that customers can use for online "
|
||
"and in-store shopping. These programs offer more varied, public, and time-"
|
||
"sensitive pricing options than :doc:`pricelists "
|
||
"</applications/sales/sales/products_prices/prices/pricing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11
|
||
msgid "Configure the settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13
|
||
msgid ""
|
||
"To begin using discount and loyalty programs, navigate to "
|
||
":menuselection:`Sales --> Configuration --> Settings`. Under the "
|
||
":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & "
|
||
"Gift Card` setting by checking the box next to the feature. Finally, click "
|
||
":guilabel:`Save` to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19
|
||
msgid "Configure discount and loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21
|
||
msgid ""
|
||
"To create discount and loyalty programs, go to :menuselection:`Sales --> "
|
||
"Products --> Discount & Loyalty`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24
|
||
msgid ""
|
||
"If no discount or loyalty programs have been created yet, Odoo provides a "
|
||
"choice of templates to help create the first program. Choose one of the "
|
||
"template cards, or click :guilabel:`New` to create a new program from "
|
||
"scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28
|
||
msgid ""
|
||
"Or, if there are already existing programs, select an existing program to "
|
||
"edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Discount and loyalty program template cards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
|
||
msgid ""
|
||
"Templates only appear when no programs have been created, and they disappear"
|
||
" once the first program is created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38
|
||
msgid "Creating or editing a program opens the program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40
|
||
msgid "The program form contains the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:42
|
||
msgid ""
|
||
":guilabel:`Program Name`: Enter the name of the program. The program name is"
|
||
" *not* visible to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44
|
||
msgid ""
|
||
":guilabel:`Program Type`: Select the desired :ref:`program type "
|
||
"<sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46
|
||
msgid ":guilabel:`Currency`: Select the currency used for the program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:47
|
||
msgid ""
|
||
":guilabel:`Points Unit`: Enter the name of the points used for the "
|
||
":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit "
|
||
"name *is* visible to the customer. This field is only available when the "
|
||
":guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50
|
||
msgid ""
|
||
":guilabel:`Validity`: Select the date until which the program is valid. "
|
||
"Leave this field blank for no end date, meaning the program is always valid "
|
||
"and does not expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:52
|
||
msgid ""
|
||
":guilabel:`Limit Usage`: Check this box and enter a number to limit the "
|
||
"number of times the program can be used during the :guilabel:`Validity` "
|
||
"period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:54
|
||
msgid ""
|
||
":guilabel:`Company`: In the case of multiple companies, choose the company "
|
||
"for which the program is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:56
|
||
msgid ""
|
||
":guilabel:`Available On`: Select the app(s) on which the program is "
|
||
"available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57
|
||
msgid ""
|
||
":guilabel:`Website`: Select the website(s) on which the program is "
|
||
"available. Leave this field blank to make it available on all websites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:59
|
||
msgid ""
|
||
":guilabel:`Point of Sale`: Select the point(s) of sale at which the program "
|
||
"is available. Leave this field blank to make it available at all :abbr:`PoS "
|
||
"(Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Program options on the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:67
|
||
msgid ""
|
||
"The options available on the program form vary depending on the "
|
||
":ref:`Program Type <sales/pricing_management/program-types>` selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:70
|
||
msgid ""
|
||
"All of the existing cards, codes, coupons, etc. that have been generated for"
|
||
" the program are accessible through the smart button located in the upper-"
|
||
"right corner of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Program items smart button on the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80
|
||
msgid "Program types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82
|
||
msgid ""
|
||
"The different :guilabel:`Program Types` available on the program form are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:84
|
||
msgid ""
|
||
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
|
||
"immediate access to rewards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
|
||
msgid ""
|
||
":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes "
|
||
"that grant access to rewards on the customer's next order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88
|
||
msgid ""
|
||
":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates "
|
||
"points to exchange for rewards on future orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:90
|
||
msgid ""
|
||
":guilabel:`Promotions`: Set conditional rules for ordering products, which, "
|
||
"when fulfilled, grant access to rewards for the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:92
|
||
msgid ""
|
||
":guilabel:`Discount Code`: Set codes which, when entered upon checkout, "
|
||
"grant discounts to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:94
|
||
msgid ""
|
||
":guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 "
|
||
"credit. After accumulating a specified amount of credits, the customer can "
|
||
"trade them in to receive Y item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98
|
||
msgid "Conditional rules"
|
||
msgstr "חוקי תנאי"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100
|
||
msgid ""
|
||
"Next, configure the :guilabel:`Conditional rules` that determine when the "
|
||
"program applies to a customer's order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:103
|
||
msgid ""
|
||
"In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to "
|
||
":guilabel:`Conditional rules` to add *conditions* to the program. This "
|
||
"reveals a :guilabel:`Create Conditional rules` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Rules & Rewards tab of the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112
|
||
msgid ""
|
||
"The options for :guilabel:`Conditional rules` vary depending on the selected"
|
||
" :ref:`Program Type <sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115
|
||
msgid "The following options are available for configuring conditional rules:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:117
|
||
msgid ""
|
||
":guilabel:`Discount Code`: Enter a custom code to be used for the "
|
||
":guilabel:`Discount Code` program, or use the default one generated by Odoo."
|
||
" This field is only available when the :guilabel:`Program Type` is set to "
|
||
":guilabel:`Discount Code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:120
|
||
msgid ""
|
||
":guilabel:`Minimum Quantity`: Enter the minimum number of products that must"
|
||
" be purchased in order to access the reward. Set the minimum quantity to at "
|
||
"least `1` to ensure that the customer must make a purchase in order to "
|
||
"access the reward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123
|
||
msgid ""
|
||
":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with "
|
||
":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in "
|
||
"order to access the reward. If both a minimum quantity *and* minimum "
|
||
"purchase amount are entered, then the customer's order must meet both "
|
||
"conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:127
|
||
msgid ""
|
||
":guilabel:`Products`: Select the specific product(s) for which the program "
|
||
"applies. Leave this field blank to apply it to all products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:129
|
||
msgid ""
|
||
":guilabel:`Categories`: Select the category of products for which the "
|
||
"program applies. Choose :guilabel:`All` to apply it to all product "
|
||
"categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:131
|
||
msgid ""
|
||
":guilabel:`Product Tag:` Select a tag to apply the program to products with "
|
||
"that specific tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:132
|
||
msgid ""
|
||
":guilabel:`Grant`: Enter the number of points the customer earns "
|
||
":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per "
|
||
"unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` "
|
||
"programs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid ""
|
||
"Conditional rules configuration window for a discount or loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:140
|
||
msgid ""
|
||
"Click :guilabel:`Save & Close` to save the rule and close the pop-up window,"
|
||
" or click :guilabel:`Save & New` to save the rule and immediately create a "
|
||
"new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144
|
||
msgid "Rewards"
|
||
msgstr "הטבות"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:146
|
||
msgid ""
|
||
"In the :guilabel:`Rules & Rewards` tab of the program form, click "
|
||
":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program."
|
||
" This reveals a :guilabel:`Create Rewards` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:151
|
||
msgid ""
|
||
"The options for :guilabel:`Rewards` vary depending on the selected "
|
||
":ref:`Program Type <sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154
|
||
msgid "The following options are available for configuring rewards:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:156
|
||
msgid ""
|
||
":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free "
|
||
"Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other "
|
||
"options for reward configuration depend on the :guilabel:`Reward Type` "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160
|
||
msgid ":guilabel:`Free Product`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162
|
||
msgid ""
|
||
":guilabel:`Quantity Rewarded`: Select the number of free products rewarded "
|
||
"to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:163
|
||
msgid ""
|
||
":guilabel:`Product`: Select the product given for free as a reward. Only one"
|
||
" product can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:165
|
||
msgid ""
|
||
":guilabel:`Product Tag`: Select a tag to further specify the free product "
|
||
"eligible for the reward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168
|
||
msgid ":guilabel:`Discount`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:170
|
||
msgid ""
|
||
":guilabel:`Discount`: Enter the discounted amount in either "
|
||
":guilabel:`percentage`, :guilabel:`currency per point`, or "
|
||
":guilabel:`currency per order`. Then, select whether the discount applies to"
|
||
" the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the "
|
||
"order, or only :guilabel:`Specific Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:179
|
||
msgid ""
|
||
":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this "
|
||
"reward may grant as a discount. Leave this field at `0` for no limit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177
|
||
msgid ":guilabel:`Free Shipping`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:182
|
||
msgid ""
|
||
":guilabel:`In exchange of`: Enter the number of points required to exchange "
|
||
"for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get "
|
||
"Y` programs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:184
|
||
msgid ""
|
||
":guilabel:`Description on order`: Enter the description of the reward, which"
|
||
" is displayed to the customer upon checkout."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Rewards configuration window for a discount or loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
|
||
msgid "Manage your pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
|
||
msgid "How to sell in foreign currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
|
||
msgid "Pricelists can also be used to manage prices in foreign currencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:7
|
||
msgid ""
|
||
"Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> "
|
||
"Settings`. As admin, you need *Adviser* access rights on "
|
||
"Invoicing/Accounting apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:10
|
||
msgid ""
|
||
"Create one pricelist per currency. A new *Currency* field shows up in "
|
||
"pricelist setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
|
||
msgid ""
|
||
"To activate a new currency, go to :menuselection:`Accounting --> "
|
||
"Configuration --> Currencies`, select it in the list and press *Activate* in"
|
||
" the top-right corner. Now it will show up in currencies drop-down lists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:17
|
||
msgid "Prices in foreign currencies can be defined in two fashions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:20
|
||
msgid "Automatic conversion from public price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:22
|
||
msgid ""
|
||
"The public price is in your company's main currency (see "
|
||
":menuselection:`Accounting --> Settings`) and is set in product detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:28
|
||
msgid ""
|
||
"The conversion rates can be found in :menuselection:`Accounting --> "
|
||
"Configuration --> Currencies`. They can be updated from Yahoo or the "
|
||
"European Central Bank at your convenience: manually, daily, weekly, etc. See"
|
||
" :menuselection:`Accounting --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:40
|
||
msgid "Set your own prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
|
||
msgid ""
|
||
"This is advised if you don't want your pricing to change along with currency"
|
||
" rates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:49
|
||
msgid ":doc:`pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
|
||
msgid "How to adapt your prices to your customers and apply discounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
|
||
msgid ""
|
||
"Odoo has a powerful pricelist feature to support a pricing strategy tailored"
|
||
" to your business. A pricelist is a list of prices or price rules that Odoo "
|
||
"searches to determine the suggested price. You can set several criteria to "
|
||
"use a specific price: periods, min. sold quantity (meet a minimum order "
|
||
"quantity and get a price break), etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:10
|
||
msgid ""
|
||
"As pricelists only suggest prices, they can be overridden by vendors "
|
||
"completing sales orders. Choose your pricing strategy from "
|
||
":menuselection:`Sales --> Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:18
|
||
msgid ""
|
||
"*A single sale price per product:* doesn't let you adapt prices, it use "
|
||
"default product price ;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
|
||
msgid ""
|
||
"*Different prices per customer segment:* you will set several prices per "
|
||
"products ;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:21
|
||
msgid ""
|
||
"*Advanced pricing based on formula:* will let you apply discounts, margins "
|
||
"and roundings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:24
|
||
msgid "Several prices per product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:26
|
||
msgid ""
|
||
"To apply several prices per product, select *Different prices per customer "
|
||
"segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab "
|
||
"in the product detail form. You can settle following strategies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:31
|
||
msgid "Prices per customer segment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:33
|
||
msgid ""
|
||
"Create pricelists for your customer segments: e.g. registered, premium, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38
|
||
msgid ""
|
||
"The default pricelist applied to any new customer is *Public Pricelist*. To "
|
||
"segment your customers, open the customer detail form and change the *Sale "
|
||
"Pricelist* in the *Sales & Purchases* tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:46
|
||
msgid "Temporary prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:48
|
||
msgid "Apply deals for bank holidays, etc. Enter start and end dates dates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:54
|
||
msgid ""
|
||
"Make sure you have default prices set in the pricelist outside of the deals "
|
||
"period. Otherwise you might have issues once the period over."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58
|
||
msgid "Prices per minimum quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:64
|
||
msgid ""
|
||
"The prices order does not matter. The system is smart and applies first "
|
||
"prices that match the order date and/or the minimal quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:68
|
||
msgid "Discounts, margins, roundings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:70
|
||
msgid ""
|
||
"*Advanced pricing based on formula* allows to set price change rules. "
|
||
"Changes can be relative to the product list/catalog price, the product cost "
|
||
"price, or to another pricelist. Changes are calculated via discounts or "
|
||
"surcharges and can be forced to fit within floor (minimum margin) and "
|
||
"ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar"
|
||
" or multiple of either (nearest 5 cents, nearest 10 dollars)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77
|
||
msgid ""
|
||
"Once installed go to :menuselection:`Sales --> Configuration --> Pricelists`"
|
||
" (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use "
|
||
"e-Commerce)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:85
|
||
msgid ""
|
||
"Each pricelist item can be associated to either all products, to a product "
|
||
"internal category (set of products) or to a specific product. Like in second"
|
||
" option, you can set dates and minimum quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:92
|
||
msgid ""
|
||
"Once again the system is smart. If a rule is set for a particular item and "
|
||
"another one for its category, Odoo will take the rule of the item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:94
|
||
msgid "Make sure at least one pricelist item covers all your products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:96
|
||
msgid "There are 3 modes of computation: fix price, discount & formula."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101
|
||
msgid "Here are different price settings made possible thanks to formulas."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:104
|
||
msgid "Discounts with roundings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:106
|
||
msgid "e.g. 20% discounts with prices rounded up to 9.99."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:112
|
||
msgid "Costs with markups (retail)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:114
|
||
msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120
|
||
msgid "Prices per country"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122
|
||
msgid ""
|
||
"Pricelists can be set by countries group. Any new customer recorded in Odoo "
|
||
"gets a default pricelist, i.e. the first one in the list matching the "
|
||
"country. In case no country is set for the customer, Odoo takes the first "
|
||
"pricelist without any country group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126
|
||
msgid "The default pricelist can be replaced when creating a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
|
||
msgid "You can change the pricelists sequence by drag & drop in list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:131
|
||
msgid "Compute and show discount % to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133
|
||
msgid ""
|
||
"In case of discount, you can show the public price and the computed discount"
|
||
" % on printed sales orders and in your eCommerce catalog. To do so:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:136
|
||
msgid ""
|
||
"Check *Allow discounts on sales order lines* in :menuselection:`Sales --> "
|
||
"Configuration --> Settings --> Quotations & Sales --> Discounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:138
|
||
msgid "Apply the option in the pricelist setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145
|
||
msgid ":doc:`currencies`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146
|
||
msgid ""
|
||
":doc:`/applications/websites/ecommerce/managing_products/price_management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products.rst:5
|
||
msgid "Manage your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
|
||
msgid "How to import Products with Categories and Variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
|
||
msgid ""
|
||
"Import templates are provided in the **Import Tool** of the most common data"
|
||
" to import (contacts, products, bank statements, etc.). You can open them "
|
||
"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, "
|
||
"etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:11
|
||
msgid "How to customize the file"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:13
|
||
msgid ""
|
||
"Remove columns you don't need. However, we advise you to not remove the *ID*"
|
||
" column (see why below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:15
|
||
msgid ""
|
||
"Set a unique ID to every single record by dragging down the ID sequencing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:16
|
||
msgid ""
|
||
"Don't change the labels of columns you want to import. Otherwise, Odoo won't"
|
||
" recognize them anymore, and you will have to map them on your own in the "
|
||
"import screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
|
||
msgid ""
|
||
"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo "
|
||
"fails in matching the column name with a field, you can match it manually "
|
||
"when importing by browsing a list of available fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:24
|
||
msgid "Why an “ID” column?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:26
|
||
msgid ""
|
||
"The ID is a truly unique identifier for the line item. Feel free to use one "
|
||
"from your previous software to ease the transition into Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:29
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:31
|
||
msgid ""
|
||
"Update imports: you can import the same file several times without creating "
|
||
"duplicates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:32
|
||
msgid "Import relation fields (see here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
|
||
msgid "How to import relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:37
|
||
msgid ""
|
||
"An Odoo object is always related to many other objects (e.g., a product is "
|
||
"linked to product categories, attributes, vendors, etc.). To import those "
|
||
"relations, you need to import the records of the related object first from "
|
||
"their own list menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:41
|
||
msgid ""
|
||
"You can do this using the name of the related record or its ID. The ID is "
|
||
"expected when two records have the same name. In such a case, add \" / ID\" "
|
||
"at the end of the column title (e.g., for product attributes: Product "
|
||
"Attributes / Attribute / ID)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
|
||
msgid "Automatically get product images with Google Images"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
|
||
msgid ""
|
||
"The product images are very useful in Odoo, for example, to quickly find a "
|
||
"product or check if you scanned the right one, but it can be a bit painful "
|
||
"to set up especially if you have a lot of products. **Google Custom Search**"
|
||
" allows finding images automatically for your product, based on their "
|
||
"barcode, keeping your focus on what matters in your business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15
|
||
msgid "This functionnality requires configuration both on Google and on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17
|
||
msgid ""
|
||
"With a free Google account, you can get up to 100 free images per day. If "
|
||
"you need a higher rate, you'll have to upgrade to a billing account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23
|
||
msgid "Google API dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25
|
||
msgid ""
|
||
"Go to the `Google Cloud Platform API & Services "
|
||
"<https://console.developers.google.com/>`_ page to generate Google Custom "
|
||
"Search API credentials. Log in with your Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
|
||
msgid ""
|
||
"Select or create an API project to store the credentials. Give it an "
|
||
"explicit name (e.g. Odoo Images)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31
|
||
msgid ""
|
||
"In the credentials section, click on **Create Credentials** and select **API"
|
||
" Keys**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "API & Services page on Google Cloud Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37
|
||
msgid "Save your **API Key**. You'll need it for the next step in Odoo!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39
|
||
msgid ""
|
||
"Use the search bar to look for **Google Custom Search API** and select it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45
|
||
msgid "Enable the API."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"\"Custom Search API\" tile with Enable button highlighted on Google Cloud "
|
||
"Platform"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54
|
||
msgid "Google Programmable Search dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
|
||
msgid ""
|
||
"Go to `Google Programmable Search Engine "
|
||
"<https://programmablesearchengine.google.com/>`_ and click on **Get "
|
||
"Started**. Log in with your Google account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"Google Programmable Search Engine page with the **Get Started** button on the up-right\n"
|
||
"of the page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64
|
||
msgid ""
|
||
"Fill the language and the name of the search engine. Give it an explicit "
|
||
"name (e.g. Odoo Images)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68
|
||
msgid ""
|
||
"Google doesn't allow to create a search engine without having entered at "
|
||
"least one specific site to search on. You can put any website (e.g. "
|
||
"www.google.com) for this step, we will remove it later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72
|
||
msgid ""
|
||
"Validate the form by clicking on **Create**. Then, go to the edition mode of"
|
||
" the search engine that you created (either by clicking on **Control Panel**"
|
||
" on the confirmation page or by clicking on the name of your Search Engine "
|
||
"on the Home page)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76
|
||
msgid ""
|
||
"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** "
|
||
"and **Search the entire web**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80
|
||
msgid ""
|
||
"Once **Search the entire web** is enabled, you can safely delete the site "
|
||
"that you put at the previous step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
|
||
msgid ""
|
||
"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88
|
||
msgid "Odoo"
|
||
msgstr "Odoo"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> General Settings --> Integrations`, "
|
||
"activate **Google Images** and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93
|
||
msgid ""
|
||
"Go back to :menuselection:`Settings --> General Settings--> Integrations`, "
|
||
"enter your **API Key** and **Search Engine ID** in **Google Images** "
|
||
"settings and save again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99
|
||
msgid "Automatically get your product images in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101
|
||
msgid ""
|
||
"The action to automatically get your product images in Odoo appears in any "
|
||
"Products or Product Variants list view. Here is a step-by-step guide from "
|
||
"the Inventory app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
|
||
msgid ""
|
||
"Go to the Products menu (:menuselection:`Products --> Products` or "
|
||
":menuselection:`Products --> Product Variants`) from any application that "
|
||
"uses products like Inventory or Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107
|
||
msgid "On the list view, select the products that needs an image."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110
|
||
msgid ""
|
||
"Only the 10,000 first selected products or product variants will be "
|
||
"processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113
|
||
msgid ""
|
||
"Only the products or product variants with a barcode and without an image "
|
||
"will be processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114
|
||
msgid ""
|
||
"If you select a product that has one or more variants from the Products "
|
||
"view, each variant matching the previous criteria will be processed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117
|
||
msgid ""
|
||
"In the action menu, select **Get Pictures from Google Images** and validate "
|
||
"by clicking on **Get picture**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
|
||
msgid "You should see your images appearing incrementally."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123
|
||
msgid ""
|
||
"Only the 10 first images are fetched immediatly. If you selected more than "
|
||
"10, the rest will be fetched as a background job."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125
|
||
msgid ""
|
||
"The background job process about 100 images in a minute. If you reach the "
|
||
"quota authorized by Google (either with a free or a paid plan), the "
|
||
"background job will put itself on hold for 24 hours and continue where it "
|
||
"stopped the day before."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130
|
||
msgid ""
|
||
"`Create, modify, or close your Google Cloud Billing account "
|
||
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
|
||
msgid "Product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
|
||
msgid ""
|
||
"Product variants are used to give single products a variety of different "
|
||
"characteristics, such as size and color. Products using variants can be "
|
||
"managed at the product template level (for all attributes and variants of "
|
||
"that product), and/or at the variant level (for individual variants)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:9
|
||
msgid ""
|
||
"As an example, a company selling t-shirts may have the following product:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:11
|
||
msgid "T-shirt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
|
||
msgid "Color: Blue, Red, White, Black"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:14
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:131
|
||
msgid "Size: S, M, L, XL, XXL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:16
|
||
msgid ""
|
||
"In this example, the **T-Shirt** is the product template, and **T-Shirt, S, "
|
||
"Blue** is a product variant. **Color** and **size** are the attributes. "
|
||
"**S** and **Blue** are values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:19
|
||
msgid ""
|
||
"The above example has a total of 20 different product variants (5 sizes x 4 "
|
||
"colors). Each one of these has its own inventory, sales, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
|
||
msgid "Activating product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:28
|
||
msgid ""
|
||
"To use product variants, go to :menuselection:`Sales --> Configuration --> "
|
||
"Settings --> Product Catalog`, and enable the :guilabel:`Variants` feature. "
|
||
"Finally, click :guilabel:`Save` to apply the setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Activating product variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:37
|
||
msgid "Creating attributes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
|
||
msgid ""
|
||
"Attributes need to be created before product variants can be set up. "
|
||
"Attributes can be accessed via :menuselection:`Sales --> Configuration --> "
|
||
"Products --> Attributes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:43
|
||
msgid ""
|
||
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
|
||
" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` "
|
||
"dashboard, and :guilabel:`eCommerce` pages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:47
|
||
msgid ""
|
||
"To create a new attribute, click :guilabel:`Create`. First, choose an "
|
||
"attribute name, such as \"Color\" or \"Size.\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Attribute creation window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:54
|
||
msgid ""
|
||
"Then, select a :guilabel:`Display Type`, which determines how this product "
|
||
"will be shown on the :guilabel:`eCommerce` page, :guilabel:`Point of Sale` "
|
||
"dashboard, and :guilabel:`Product Configurator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:58
|
||
msgid ":guilabel:`Radio`: options appear in a bullet style list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:59
|
||
msgid ":guilabel:`Select`: options appear in a dropdown menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60
|
||
msgid ""
|
||
":guilabel:`Color`: options appear as small colored squares, which reflect "
|
||
"any HTML color codes set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Display Types on Product Configurator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67
|
||
msgid ""
|
||
"The :guilabel:`Variants Creation Mode` informs Odoo when to automatically "
|
||
"create a new variant once an attribute is added to a product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70
|
||
msgid ""
|
||
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
|
||
"and values are added to a product template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:72
|
||
msgid ""
|
||
":guilabel:`Dynamically`: creates variants only when corresponding attributes"
|
||
" and values are added to a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74
|
||
msgid ":guilabel:`Never`: never automatically creates variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77
|
||
msgid ""
|
||
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
|
||
"cannot be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:79
|
||
msgid ""
|
||
"Values should be added to an attribute before saving, but more values can be"
|
||
" added at any time, if needed. To add a value, click :guilabel:`Add a line`."
|
||
" From there, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82
|
||
msgid "Type in the value's name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:83
|
||
msgid ""
|
||
"Check a box to indicate whether or not the value is custom (i.e. the "
|
||
"customer provides unique specifications)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:85
|
||
msgid ""
|
||
"Specifically for colors, add an HTML color code to make it even easier for "
|
||
"salespeople and customers to know what they're selecting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:88
|
||
msgid ""
|
||
"A color code can be selected either by dragging the slider around or by "
|
||
"entering a specific HTML color code (e.g. #FF0077)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Selecting a color."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95
|
||
msgid "Finally, click :guilabel:`Save` to finish creating the attribute."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:98
|
||
msgid ""
|
||
"Attributes can also be created directly from the product template by adding "
|
||
"a new line and typing the name into the :guilabel:`Variants` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101
|
||
msgid ""
|
||
"After an attribute is added to a product, a new tab appears on the "
|
||
"attribute's page called :guilabel:`Related Products`. This tab lists every "
|
||
"product in the database that is currently using the attribute."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106
|
||
msgid "Creating product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108
|
||
msgid ""
|
||
"After creating an attribute, use the attribute to create a product variant "
|
||
"by going to :menuselection:`Sales --> Products --> Products`. Then, select "
|
||
"an existing product and click :guilabel:`Edit`, or create a new product by "
|
||
"clicking :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:112
|
||
msgid ""
|
||
"The :guilabel:`Variants` smart button at the top of the product template "
|
||
"indicates the number of currently configured variants on the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:115
|
||
msgid ""
|
||
"To add a new variant, click on the :guilabel:`Variants` tab, then click on "
|
||
":guilabel:`Add a line` to add any attributes and values. When all the "
|
||
"attributes and values have been added, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120
|
||
msgid ""
|
||
"Similar product variant creation processes are accessible through the "
|
||
"Purchase, Inventory, and eCommerce applications."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:124
|
||
msgid "Managing product exclusions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:126
|
||
msgid ""
|
||
"The following examples are all based on a product template that has two "
|
||
"attributes:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128
|
||
msgid "T-Shirt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130
|
||
msgid "Color: Blue, Red, White"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:133
|
||
msgid ""
|
||
"With the above product template, there are 15 different t-shirt variants in "
|
||
"three different colors and five different sizes. If the white t-shirts are "
|
||
"not available in the XXL size, then that variant can be deactivated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137
|
||
msgid ""
|
||
"To deactivate a particular product variant, go to :menuselection:`Sales --> "
|
||
"Products --> Products` and select the relevant product. Next, click on the "
|
||
":guilabel:`Configure` button next to the relevant attribute value. Then "
|
||
"select the relevant value (in this example, the :guilabel:`White Color` "
|
||
"attribute), and then click on :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:142
|
||
msgid ""
|
||
"In the :guilabel:`Exclude for` section, click :guilabel:`Add a line` and "
|
||
"select any product(s) and/or specific attribute values that are currently "
|
||
"unavailable. Finally, click :guilabel:`Save` to apply the setting, and Odoo "
|
||
"will automatically show the product variant as unavailable on the eCommerce "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Excluding attributes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152
|
||
msgid "Setting a price per variant"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:154
|
||
msgid ""
|
||
"Extra costs can be added to a product's standard price for specific product "
|
||
"variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:156
|
||
msgid ""
|
||
"To do this, open :menuselection:`Sales --> Products --> Products`, and click"
|
||
" on the relevant product. Next, click on :guilabel:`Configure Variants` to "
|
||
"access the list of product variant values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:160
|
||
msgid ""
|
||
"Then, click on a variant value, and :guilabel:`Edit`. In the "
|
||
":guilabel:`Value Price Extra` field, type in the additional cost for this "
|
||
"particular value. This amount is added to the standard price. Finally, click"
|
||
" :guilabel:`Save` to apply the extra price to the value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Value Price Extra setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
|
||
msgid "Impact of variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:171
|
||
msgid ""
|
||
":guilabel:`Barcode`: barcodes are associated with each variant instead of "
|
||
"the product template. Each individual variant can have its own unique "
|
||
"barcode/SKU."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174
|
||
msgid ""
|
||
":guilabel:`Price`: every product variant has its own public price, which is "
|
||
"the sum of the product template price and any extra charges for particular "
|
||
"attributes. For example, a red shirt's cost is $23 because the shirt's "
|
||
"template price is $20, plus an additional $3 for the red color variant. "
|
||
"Pricelist rules can be configured to apply to the product template or to the"
|
||
" variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:180
|
||
msgid ""
|
||
":guilabel:`Inventory`: inventory is counted for each individual product "
|
||
"variant. On the product template form, the inventory reflects the sum of all"
|
||
" variants, but the actual inventory is computed by individual variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:184
|
||
msgid ""
|
||
":guilabel:`Picture`: each product variant can have its own specific picture."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:187
|
||
msgid ""
|
||
"Changes to the product template automatically apply to every variant of that"
|
||
" product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
|
||
msgid "Process returns and refunds"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
|
||
msgid ""
|
||
"The :guilabel:`Sales` app provides two different ways to process returns "
|
||
"based on whether an invoice has been sent or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
|
||
msgid "Before invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
|
||
msgid ""
|
||
"Returns are completed using *Reverse Transfers* when a customer decides to "
|
||
"return a product before an invoice has been sent or validated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
|
||
msgid ""
|
||
"In order to use Reverse Transfers, the :guilabel:`Inventory` app must also "
|
||
"be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
|
||
msgid ""
|
||
"To start a return, open the :guilabel:`Sales` app, navigate to the "
|
||
"customer's sales order, and click on the :guilabel:`Delivery` smart button "
|
||
"to open the associated delivery order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:20
|
||
msgid ""
|
||
"On the validated delivery order, click :guilabel:`Return` to open the "
|
||
":guilabel:`Reverse Transfer` pop-up window. By default, the "
|
||
":guilabel:`Quantity` matches the validated quantities from the delivery "
|
||
"order. Update the quantities if necessary. Click on the trash icon next to a"
|
||
" line item to remove it from the return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
|
||
"the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:29
|
||
msgid ""
|
||
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
|
||
"warehouse operation for the incoming returned product(s). Upon receiving the"
|
||
" return, the warehouse team validates the warehouse operation. Then, on the "
|
||
"original sales order, the :guilabel:`Delivered` quantity will reflect the "
|
||
"difference between the initial validated quantities and the returned "
|
||
"quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The updated \"Delivered\" quantity on the sales order after the reverse "
|
||
"transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:38
|
||
msgid ""
|
||
"When an invoice is created, the customer receives an invoice only for the "
|
||
"products they are keeping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:42
|
||
msgid "After invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:44
|
||
msgid ""
|
||
"Sometimes, customers return an item after they receive and/or pay for their "
|
||
"invoice. In these cases, a return using only *Reverse Transfers* is "
|
||
"insufficient since validated or sent invoices cannot be changed. However, "
|
||
"*Reverse Transfers* can be used in conjunction with *Credit Notes* to "
|
||
"complete the customer's return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:49
|
||
msgid ""
|
||
"To start a return, navigate to the relevant sales order. If there is a "
|
||
"payment registered on the sales order, then the payment details will appear "
|
||
"in the Chatter, and the invoice (accessible through the :guilabel:`Invoices`"
|
||
" smart button) will have a green banner across it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:53
|
||
msgid ""
|
||
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
|
||
" the validated delivery order. Then, click :guilabel:`Return` to open the "
|
||
":guilabel:`Reverse Transfer` pop-up window. Next, edit the "
|
||
":guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and "
|
||
"then click :guilabel:`Return`. This generates a new warehouse operation for "
|
||
"the incoming returned product(s), which is validated by the warehouse team "
|
||
"once the return is received. Then, on the sales order, the "
|
||
":guilabel:`Delivered` quantity will reflect the difference between the "
|
||
"initial validated quantities and the returned quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:61
|
||
msgid ""
|
||
"To process a refund, navigate to the relevant invoice (from the sales order,"
|
||
" click on the :guilabel:`Invoices` smart button). Click :guilabel:`Add "
|
||
"Credit Note` from the validated invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The \"Credit Note\" pop-up window, to issue a credit to the customer after "
|
||
"invoicing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:68
|
||
msgid ""
|
||
"A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to "
|
||
"use to process the credit can be specified. If a :guilabel:`Specific "
|
||
"Reversal Date` is selected, then a :guilabel:`Refund Date` must also be "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
|
||
msgid ""
|
||
"After the information is filled in, click :guilabel:`Reverse`. Then, "
|
||
":guilabel:`Edit` the draft as needed, and finally, click :guilabel:`Confirm`"
|
||
" to confirm the credit note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations.rst:5
|
||
msgid "Send Quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
|
||
msgid "Use quotations deadline to stimulate your customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
|
||
msgid ""
|
||
"When sending quotations, it is important to set a deadline to encourage your"
|
||
" customers to act. Indeed, this will stimulate them because they will be "
|
||
"afraid of missing a good deal and it will also allow you to protect yourself"
|
||
" in case you have to fulfill an order at a price that is no longer "
|
||
"profitable for you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
|
||
msgid "Set a deadline"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
|
||
msgid ""
|
||
"With Odoo Sales, it is possible to instantly add an **Expiration Date** from"
|
||
" the quotation or the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
||
msgid "How to configure deadlines on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:22
|
||
msgid "Use deadline in your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:24
|
||
msgid ""
|
||
"It is also possible to add a deadline to every quotation template created. "
|
||
"Whenever a specific quotation template is used in a quote, its associated "
|
||
"deadline will be automatically applied. Be sure to check out our "
|
||
"documentation about :doc:`quote_template` to excel in their use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
||
msgid "How to use deadline in a quotation template on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
|
||
msgid ""
|
||
"By clicking on the **Customer Preview** button, you will be able to see when"
|
||
" the offer expires. For your information, the number of days will be the "
|
||
"same as those mentioned in the quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
|
||
msgid "How customers will see deadlines on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:44
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
|
||
msgid ":doc:`quote_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
||
msgid "Get paid to confirm an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
||
msgid ""
|
||
"In general, online payments are considered as a fast and secure alternative "
|
||
"to traditional payment methods. It is generally cheaper, easier and faster "
|
||
"than other payment methods. It is particularly useful and efficient for "
|
||
"international transactions. With Odoo Sales, you can use online payments to "
|
||
"get automatic orders confirmation. Online payments are made instantly, so "
|
||
"it's very convenient and saves lots of time in a basic sales process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
|
||
msgid "Enable online payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
|
||
" **Online Payment** feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "How to enable online payment on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22
|
||
msgid ""
|
||
"There, you will have direct access to the **Payment Providers** page. It "
|
||
"will allow you to select and configure your providers of choice. Before "
|
||
"creating or modifying a payment provider, be sure to check out our "
|
||
"documentation about how to be paid with payment providers such as "
|
||
":doc:`/applications/finance/payment_providers/paypal`, "
|
||
":doc:`/applications/finance/payment_providers/authorize`, and others in the "
|
||
":doc:`/applications/finance/payment_providers` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30
|
||
msgid ""
|
||
"If you are familiar with this documentation: :doc:`quote_template`; you can "
|
||
"activate or not the **Online Payment** feature for each template you use, "
|
||
"under their confirmation tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
|
||
msgid "Register a payment"
|
||
msgstr "רשום תשלום"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37
|
||
msgid ""
|
||
"After opening quotations from their received email, your customers will have"
|
||
" different possibilities to make their online payments. For example:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "How to register a payment on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46
|
||
msgid ""
|
||
"By clicking on the **Customer Preview** button, you will be able to see what"
|
||
" your customers will have to choose when it comes to payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51
|
||
msgid ":doc:`/applications/finance/payment_providers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52
|
||
msgid ":doc:`/applications/finance/payment_providers/paypal`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53
|
||
msgid ":doc:`/applications/finance/payment_providers/authorize`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
|
||
msgid "Get a signature to confirm an order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
|
||
msgid ""
|
||
"Online signatures are like electronic \"fingerprints\". By using them on "
|
||
"Odoo, you will get automatic orders confirmation. You and your customers "
|
||
"will save a lot of time by using this feature compared to a traditional "
|
||
"process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:10
|
||
msgid "Activate online signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:12
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the"
|
||
" **Online Signature** feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
||
msgid "How to enable online signature on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:21
|
||
msgid ""
|
||
"If you are familiar with this documentation: :doc:`quote_template`, you can "
|
||
"activate or not the **Online Signature** feature for each quotation template"
|
||
" you use, under their confirmation tab. Example:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:31
|
||
msgid "Confirm an order with a signature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:33
|
||
msgid ""
|
||
"When you send quotations to clients, they can instantly accept and sign it "
|
||
"online. When they click on **Sign & Pay**, they have the choice to draw "
|
||
"their own signature, automatically fill in the field with an automated "
|
||
"signature or load a file from their computer. Here below, it is an example "
|
||
"of an automated signature:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid "How to confirm an order with a signature on Odoo Sales?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:43
|
||
msgid ""
|
||
"Once signed, you will have the possibility to choose your payment methods. "
|
||
"Then, when the quotation will be paid and confirmed, a delivery order will "
|
||
"be created automatically by Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:47
|
||
msgid ""
|
||
"Be careful that delivery orders are only generated for storable products and"
|
||
" if the **Inventory app** is already installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
|
||
msgid "Add optional products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
|
||
msgid ""
|
||
"The use of optional products is a marketing strategy for cross-selling "
|
||
"products along with a core product. The aim is to offer useful and related "
|
||
"products to your customers. For instance, if a customer wants to buy a car, "
|
||
"he has the choice to order an automatic opening trunk and massaging seats, "
|
||
"or not to order such high-quality products and simply buy his car."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:11
|
||
msgid "Add optional products to your quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:13
|
||
msgid ""
|
||
"With Odoo Sales, it is possible to add or modify optional products directly "
|
||
"on quotations (under the **Optional Products** tab, as you can see below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "How to add optional products to your quotations on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:22
|
||
msgid ""
|
||
"By clicking on the **Customer Preview** button, you will be able to see what"
|
||
" your customers will have as possibilities after opening a quotation from "
|
||
"their received email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:0
|
||
msgid "Preview your quotations on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:30
|
||
msgid ""
|
||
"In practice, your customers will be able to add different optional products "
|
||
"to their order by using associated carts, with a user-friendly layout. More "
|
||
"than that, if a customer selects all the optional products suggested, these "
|
||
"additional items will automatically fill in the quotation managed by the "
|
||
"salesman."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "How to select optional products on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:40
|
||
msgid ""
|
||
"Like this, salespeople will see each movement made by the customer and "
|
||
"tracking the order will be all the better."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "How to follow each movement made by your customers on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:49
|
||
msgid "Add optional products to your quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:51
|
||
msgid ""
|
||
"Be sure to check out our documentation about :doc:`quote_template` to "
|
||
"understand how you can enable, create, design and manage your own quotation "
|
||
"templates before reading this part."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:54
|
||
msgid ""
|
||
"For quotation templates, you also have an **Optional Products** tab where "
|
||
"you can add related products or services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "How to add optional products to your quotation templates on Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
|
||
msgid ""
|
||
"With Odoo Sales, it is now very easy to understand your customer's needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
|
||
msgid "Use product variants on quotations and sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
|
||
msgid ""
|
||
"Product variants can be added to quotations and sales orders using the "
|
||
"Product Configurator, Variant Grid Entry, or both."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11
|
||
msgid ""
|
||
"To enable product variants on quotations and sales orders, go to "
|
||
":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` "
|
||
"and activate one or both of the :guilabel:`Product Configurator` and "
|
||
":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to "
|
||
"apply the settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "Activating entry type settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20
|
||
msgid ""
|
||
"After saving the settings, configure the product form. Head over to "
|
||
":menuselection:`Sales --> Products --> Products` and select any product (or "
|
||
"click :guilabel:`Create` to create a new one). On the product form, click "
|
||
":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under "
|
||
":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product "
|
||
"Configurator` or :guilabel:`Order Grid Entry`. This selection determines "
|
||
"which method is used to add the product to quotations or sales orders. "
|
||
"Finally, click :guilabel:`Save` to apply the setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "Sales variant selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32
|
||
msgid ""
|
||
"The product must have at least two variants (one attribute with two values) "
|
||
"created in order for the :guilabel:`Sales Variant Selection` option to "
|
||
"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add "
|
||
"attributes and values to this product and create product variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
||
msgid "Use the Product Configurator"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` appears on a quotation or sales order "
|
||
"when products are added that have both variants configured and the "
|
||
":guilabel:`Product Configurator` option selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` lets salespeople choose exactly which "
|
||
"product variant to add to the quotation or sales order using a format "
|
||
"similar to online shopping. Color options display any HTML color codes set "
|
||
"up in the :guilabel:`Color` attribute. Features with an additional cost will"
|
||
" display the additional cost next to their name. Once the desired product "
|
||
"variant attributes are selected, click :guilabel:`Add` to add the product "
|
||
"variant to the quotation or sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "Product Configurator and Price Extras."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52
|
||
msgid ""
|
||
"By default, the product variant attributes are displayed on the quotation or"
|
||
" sales order in the :guilabel:`Description` column, but the "
|
||
":guilabel:`Product Variant` column can be added through the additional "
|
||
"options menu (3 vertical dots icon)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57
|
||
msgid "Use Variant Grid Entries"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59
|
||
msgid ""
|
||
":guilabel:`Variant Grid Entries` appear on a quotation or sales order when "
|
||
"products are added that have both variants configured and the "
|
||
":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the "
|
||
"process of creating large, varied quotations by letting salespeople enter "
|
||
"exact quantities of each product variant all at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64
|
||
msgid ""
|
||
":guilabel:`Variant Grid Entry` displays a grid of every variant available "
|
||
"for the selected product. Choose the exact quantities of each product "
|
||
"variant for a quotation or sales order by typing in the number or using the "
|
||
"arrows. :guilabel:`Not Available` is displayed when a particular variant has"
|
||
" been deactivated in the database. Once all the product variants and their "
|
||
"quantities have been set, click :guilabel:`Confirm` to add them to the "
|
||
"quotation or sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "Variant Grid Entry pop-up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
||
msgid ""
|
||
"Each product variant appears as an individual line item on the quotation or "
|
||
"sales order, because each of these items has its own stock."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "Line items for grid variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
||
msgid "Quotation templates"
|
||
msgstr "תבניות הצעת מחיר"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
|
||
msgid ""
|
||
"Using quotation templates speeds up the creation of sales orders by filling "
|
||
"in most quotation fields automatically."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` and enable "
|
||
":guilabel:`Quotation Templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:15
|
||
msgid "Create a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:17
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Quotations Templates` and "
|
||
"click :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:20
|
||
msgid "Apart from the name, all template fields are optional."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:22
|
||
msgid ""
|
||
"After having named the template, choose default values for the following "
|
||
"fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:24
|
||
msgid ""
|
||
":guilabel:`Quotation expires after`: choose the number of days for which the"
|
||
" quotation is valid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:25
|
||
msgid ""
|
||
":guilabel:`Online confirmation`: after sending the quotation by email, it is"
|
||
" possible to ask the customer to confirm it online on their customer portal:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:28
|
||
msgid "by providing a :guilabel:`Signature`,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:29
|
||
msgid "by making a :guilabel:`Payment`,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30
|
||
msgid "or both."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:32
|
||
msgid ""
|
||
":guilabel:`Confirmation Mail`: select an email template to automatically "
|
||
"send an email to the customer upon confirming the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:35
|
||
msgid ""
|
||
"On the :guilabel:`Lines` tab, add the default products and their quantity. "
|
||
"Add :doc:`optional products <optional_products>` in the :guilabel:`Optional "
|
||
"Products` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:38
|
||
msgid ""
|
||
"Finally, add any specific sales terms and conditions on the :guilabel:`Terms"
|
||
" & Conditions` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:41
|
||
msgid ""
|
||
"If the terms and conditions are standard across all quotations, :doc:`set "
|
||
"them globally in the Accounting/Invoicing settings "
|
||
"</applications/finance/accounting/customer_invoices/terms_conditions>` "
|
||
"instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:46
|
||
msgid "Design a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:48
|
||
msgid ""
|
||
"Customize the appearance of quotations on the customer portal by going to "
|
||
":menuselection:`Sales --> Configuration --> Settings` and enabling the "
|
||
":guilabel:`Quotation Builder` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:52
|
||
msgid ""
|
||
"If necessary, Odoo automatically activates the :doc:`Website "
|
||
"</applications/websites/website>` app when enabling this feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:55
|
||
msgid ""
|
||
"Select a template by going to :menuselection:`Sales --> Configuration --> "
|
||
"Quotations Templates` and clicking on a template. Then click the "
|
||
":guilabel:`Design Template` button. On the website builder, click "
|
||
":guilabel:`Edit`. Drag and drop the building blocks, edit the content, and "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Using the quotation builder"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63
|
||
msgid "Use a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65
|
||
msgid ""
|
||
"When creating a quotation, choose a template under the :guilabel:`Quotation "
|
||
"Template` field. All the fields are then filled accordingly. Manually edit "
|
||
"any pre-filled field if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
|
||
msgid ""
|
||
"Go to :menuselection:`Sales --> Configuration --> Settings` to select a "
|
||
":guilabel:`Default Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:5
|
||
msgid "Subscriptions"
|
||
msgstr "מנויים"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:7
|
||
msgid ""
|
||
"Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new "
|
||
"contracts <subscriptions/quotations>`, :doc:`upsell customers "
|
||
"</applications/sales/subscriptions/upselling>`, keep the churn under "
|
||
"control, and :doc:`generate reports "
|
||
"</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key "
|
||
"Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, "
|
||
":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:15
|
||
msgid ""
|
||
"`Odoo Tutorials: Subscriptions "
|
||
"<https://www.odoo.com/slides/subscription-20>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:16
|
||
msgid ":doc:`/applications/sales/subscriptions/products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:17
|
||
msgid ":doc:`/applications/sales/subscriptions/ecommerce`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:18
|
||
msgid ":doc:`/applications/sales/subscriptions/plans`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:19
|
||
msgid ":doc:`/applications/sales/subscriptions/upselling`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:20
|
||
msgid ":doc:`/applications/sales/subscriptions/renewals`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:21
|
||
msgid ":doc:`/applications/sales/subscriptions/closing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:22
|
||
msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:23
|
||
msgid ":doc:`/applications/sales/subscriptions/reports`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:28
|
||
msgid "Subscription quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:31
|
||
msgid "Sales orders with a defined recurrence become subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:33
|
||
msgid ""
|
||
"To create a new subscription, click on :guilabel:`New` from the "
|
||
"*Subscription* or the :doc:`Sales </applications/sales>` app. You can "
|
||
"either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:36
|
||
msgid ""
|
||
"Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` "
|
||
"to prefill the quotation instantly, or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:38
|
||
msgid ""
|
||
"Fill out the quotation normally, making sure to select a recurrence and an "
|
||
"end date if necessary and adding :doc:`recurrent products "
|
||
"</applications/sales/subscriptions/products>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:42
|
||
msgid ""
|
||
"You can define different invoice and delivery addresses by enabling the "
|
||
":doc:`Customer Addresses "
|
||
"</applications/finance/accounting/customer_invoices/customer_addresses>` "
|
||
"feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:48
|
||
msgid "Confirmation"
|
||
msgstr "אישור"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:50
|
||
msgid ""
|
||
"Send the quotation to the customer for confirmation by clicking on "
|
||
":guilabel:`Send by email`, or confirm it immediately by clicking on "
|
||
":guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:54
|
||
msgid ""
|
||
"Click on :guilabel:`Customer Preview` to preview the customer portal where "
|
||
"the customer can view their quotation, sign and pay it, and communicate with"
|
||
" you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:60
|
||
msgid "Automatic payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:62
|
||
msgid ""
|
||
"You can require the customer to set an automatic payment method and pre-pay "
|
||
"the subscription's first occurrence before they can confirm their quotation."
|
||
" To do so, go to the :guilabel:`Other Info` tab of the quotation and check "
|
||
"the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:67
|
||
msgid ""
|
||
"If you leave :guilabel:`Payment` unchecked, the customer doesn't have to "
|
||
"pre-pay to start the subscription. This means that the payment is not "
|
||
"automatic and that the customer must pay each invoice manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:72
|
||
msgid ""
|
||
"If the online confirmation requires a pre-payment, your customer can select "
|
||
"only the :ref:`payment providers <payment_providers/supported_providers>` "
|
||
"that have the :ref:`tokenization feature "
|
||
"<payment_providers/features/tokenization>`. This ensures that the customer "
|
||
"is automatically charged at each new period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3
|
||
msgid "Automatic alerts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5
|
||
msgid ""
|
||
"Now that your subscriptions are up and running, you want to stay up-to-date "
|
||
"with your customers. Some automation would be appreciated since you would "
|
||
"not want to go through the list of all your subscribers to check how things "
|
||
"are going. This is what the *Automatic Alerts* feature is for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9
|
||
msgid ""
|
||
"For example, when customers subscribe to your magazine, you would probably "
|
||
"want to send them an email to welcome them and express your gratitude. Or, "
|
||
"if the satisfaction rate of your customers drops below 50%, you would "
|
||
"probably want to schedule a call with them to understand the reasons for "
|
||
"their dissatisfaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:14
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\""
|
||
" task for one of your salespeople so that he/she can try to understand your "
|
||
"customer's dissatisfaction, and finally, why not automatically send "
|
||
"satisfaction surveys so customers can evaluate your services? All of that is"
|
||
" now possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20
|
||
msgid "Create a new automatic alert"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:22
|
||
msgid ""
|
||
"The following example shows how to create a new automatic alert to send "
|
||
"satisfaction surveys to your customers, by email, after one month of "
|
||
"subscription. To do so, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Alerts`, and create a new alert."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "New automatic alert in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30
|
||
msgid ""
|
||
"On the *Apply on* section, first give the alert a name. Then, you can choose"
|
||
" to apply this alert on a subscription template, on a specific customer, or "
|
||
"even on a specific product. If you want to add more specifications, you can "
|
||
"also specify the value of your MRR, the change rate of your MRR over a "
|
||
"certain period of time, the value of the satisfaction rate, and even the "
|
||
"stage to which you want to apply this alert."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:37
|
||
msgid ""
|
||
"In this example, the alert is applied to a specific product, and the stage "
|
||
"goes from *Undefined* to *In Progress*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:40
|
||
msgid ""
|
||
"For the *Action* section, specify the *Action* and the *Trigger on*. If the "
|
||
"*Trigger on* is set to *Modification*, the action is triggered every time "
|
||
"there is a change or anything added to the subscription, and all the "
|
||
"conditions on the *Apply on* section are met. Now, if the *Trigger on* is "
|
||
"set to *Timed condition*, it means that the action is triggered based on the"
|
||
" type of *Trigger date*. After that, you can choose your *Action*. You have "
|
||
"the choice between *Create next activity*, *Set a tag on the subscription*, "
|
||
"*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the"
|
||
" customer* and *Send an SMS Text Message to the customer*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:50
|
||
msgid ""
|
||
"In the example above, the *Trigger on* is set to *Timed condition*, "
|
||
"therefore, a *Trigger date* and *Delay after trigger* need to be specified. "
|
||
"And because the *Send an email to the customer* action was adopted, an "
|
||
"*Email template* can be chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54
|
||
msgid ""
|
||
"As a result, this alert will send a rating survey after one month, to the "
|
||
"customers who have purchased that specific product. The survey will appear "
|
||
"in the chatter of your respective subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "Satisfaction survey in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:63
|
||
msgid "Modify an existing automatic alert"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:65
|
||
msgid ""
|
||
"By default, Odoo suggests you an automatic alert called *Take action on less"
|
||
" satisfied clients*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "Modify an existing automatic alert in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:71
|
||
msgid ""
|
||
"This alert is applied to the *Rating Satisfaction* of your customers, and "
|
||
"the action is triggered on *Timed condition*. If their satisfaction rate is "
|
||
"lower than 50%, a salesperson contacts the customer. This action is "
|
||
"automatically assigned to the salesperson who manages the subscription, and "
|
||
"the due date is 5 days after the triggering of this action. This alert "
|
||
"ensures that your clients are happy and that you are taking actions if they "
|
||
"are not. It helps to keep your customer retention rates very high."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:79
|
||
msgid ""
|
||
"By editing the alert, you can modify the *Apply on*, the *Action* and "
|
||
"*Activity* sections, and adapt them to your own needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:105
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:80
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:120
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:83
|
||
msgid ":doc:`../subscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:106
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:81
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:121
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:84
|
||
msgid ":doc:`plans`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:107
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:82
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:122
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:85
|
||
msgid ":doc:`products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:3
|
||
msgid "Close a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:5
|
||
msgid ""
|
||
"Losing a customer is always difficult, especially if you put a lot of effort"
|
||
" into getting them to sign up for your products/services. However, many "
|
||
"companies come up with dubious methods to reduce the probability of this "
|
||
"happening."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:14
|
||
msgid ""
|
||
"If you adopt such methods, you are among companies that actively and "
|
||
"indirectly spread the phobia of subscriptions, who do not think about how "
|
||
"negatively dissatisfied customers could impact their business and, who "
|
||
"frustrate the customers in a way or another. However, at some point, it is "
|
||
"understandable that you do not want your customers to be involved in your "
|
||
"subscription status."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:19
|
||
msgid ""
|
||
"If you do not adopt such methods, you are among companies that continue to "
|
||
"evolve in a long-term subscription business model, especially in an era of "
|
||
"ultra-fast communications between dissatisfied customers, and who retain "
|
||
"their customers by making it easier for them to leave if they want to. By "
|
||
"giving them the opportunity to close their own subscriptions, your customers"
|
||
" do not feel trapped because they subscribed to your products/services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:25
|
||
msgid ""
|
||
"In summary, the **Odoo Subscriptions** application gives you the "
|
||
"**possibility to choose what you want to apply**. Indeed, you can decide "
|
||
"whether to give your customers the option to close their subscriptions "
|
||
"whenever they want to or to restrict this possibility. It depends on you and"
|
||
" we will show you how to do that in our amazing application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:33
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Configuration --> Subscription "
|
||
"templates`. From there, you can create a new *Subscription template* or "
|
||
"modify an existing one. When editing your template, underneath the Invoicing"
|
||
" tab, you have the possibility to activate the option *Closable by "
|
||
"customer*. Once enabled, this option gives your customers the right to close"
|
||
" their own subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid "Configuration to close your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:43
|
||
msgid ""
|
||
"Be sure to check out our documentation on how to :doc:`Use subscription "
|
||
"templates <plans>` to fully understand the importance of this feature in a "
|
||
"basic flow using the **Odoo Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:49
|
||
msgid "Close your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:52
|
||
msgid "Administrator view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:54
|
||
msgid ""
|
||
"Once confirmed, a quotation becomes a sales order and a new subscription is "
|
||
"automatically created. Therefore, this subscription has the status *In "
|
||
"progress*. From there, you have the possibility to close the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"Close your subscription from an administration point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:62
|
||
msgid ""
|
||
"By using the smart button *Close*, you have to enter a close reason. For "
|
||
"example, \"Subscription too expensive\", \"Subscription does not meet my "
|
||
"requirements\", \"Subscription reached its end date\", etc. Immediately "
|
||
"after confirming your close reason, you can observe that the status of the "
|
||
"subscription is now *Closed* and that the close reason is mentioned on the "
|
||
"subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid "What happens when you close your subscription with Odoo Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:72
|
||
msgid "Customer view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:74
|
||
msgid ""
|
||
"As previously explained in the *Administrator view* part, from the "
|
||
"subscription form, you also have the possibility to visualize what your "
|
||
"customers see when managing their subscriptions thanks to the *Customer "
|
||
"preview* button. In this example, the customer has the choice to close "
|
||
"his/her subscription whenever he/she wants to, due to the *Close "
|
||
"Subscription* button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"Close your subscription from a customer point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:83
|
||
msgid ""
|
||
"By using this button, the customer can specify the reason for cancelling "
|
||
"his/her subscription and he/she can even leave a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"What happens when customers close their subscription with Odoo "
|
||
"Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:90
|
||
msgid ""
|
||
"By confirming the cancellation, the customer is redirected to his/her "
|
||
"portal. The administrator is informed of this modification. Indeed, the "
|
||
"status of the subscription becomes *Closed* and a note appears in the "
|
||
"chatter with the new stage, the end date, the close reason, and the closing "
|
||
"text added by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"What happens when customers close their subscription in Odoo Subscriptions?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:100
|
||
msgid ""
|
||
"Before closing a subscription, check out our documentation on how to "
|
||
":doc:`Create a quotation using subscription products <../subscriptions>` to "
|
||
"understand how subscriptions are managed in the **Odoo Subscriptions** "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:3
|
||
msgid "Use subscriptions in the eCommerce shop"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:5
|
||
msgid ""
|
||
"Subscription products can be sold in the Odoo *eCommerce* shop just like "
|
||
"regular sales products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:7
|
||
msgid ""
|
||
"However, by default, the eCommerce product page only displays the shortest "
|
||
"recurrence period listed in the :guilabel:`Time-based pricing` tab of the "
|
||
"product form. For example, if a subscription product has *monthly* and "
|
||
"*yearly* recurrence periods configured, then only the monthly price appears "
|
||
"on the eCommerce page for that product by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:12
|
||
msgid ""
|
||
"To add more recurrence periods to the eCommerce product page, create a "
|
||
"*product variant* for each recurrence period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:16
|
||
msgid ""
|
||
":doc:`Configure subscription products "
|
||
"</applications/sales/subscriptions/products>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:17
|
||
msgid ""
|
||
":doc:`Product variants "
|
||
"</applications/sales/sales/products_prices/products/variants>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:20
|
||
msgid "Create recurrence periods as product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:22
|
||
msgid ""
|
||
"To set up each recurrence period as a product variant, go to "
|
||
":menuselection:`Subscriptions --> Subscriptions --> Products` and select a "
|
||
"product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add "
|
||
"a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:26
|
||
msgid ""
|
||
"Create an :guilabel:`Attribute` called `Billing Period` (or something "
|
||
"similar) by typing in the name and clicking :guilabel:`Create`. This "
|
||
"attribute name appears as the option heading on the product page of the "
|
||
"eCommerce shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:30
|
||
msgid ""
|
||
"Next, create :guilabel:`Values` that correspond to the recurrence periods "
|
||
"that are configured in the :guilabel:`Time-based pricing` tab of the product"
|
||
" form. Type in the name of the recurrence period, then click "
|
||
":guilabel:`Create`. These value names appear as selectable options on the "
|
||
"product page of the eCommerce shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid ""
|
||
"Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n"
|
||
"the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:40
|
||
msgid ""
|
||
"Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save "
|
||
"manually. After saving, a :guilabel:`Product Variants` column appears on the"
|
||
" :guilabel:`Time-based pricing` tab. Assign the product variants to their "
|
||
"corresponding recurrence periods and prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid "Product variants on the \"Time-based pricing\" tab of the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:48
|
||
msgid ""
|
||
"The product variants are now available for selection on the eCommerce "
|
||
"product page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid ""
|
||
"Recurrence periods configured as product variants on the eCommerce product "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:3
|
||
msgid "Subscription plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:5
|
||
msgid ""
|
||
"*Subscription plans* are :doc:`quotation templates "
|
||
"</applications/sales/sales/send_quotations/quote_template>` used to "
|
||
"preconfigure quotations with subscription products. Use subscription plans "
|
||
"to quickly create subscription orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:10
|
||
msgid "Configure subscription plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:12
|
||
msgid ""
|
||
"To configure subscription plans, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
|
||
"or select an existing plan to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:15
|
||
msgid ""
|
||
"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
|
||
"app, subscription plans use the same form as quotation templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan (quotation template) configuration form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:22
|
||
msgid "The subscription plan form contains the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:24
|
||
msgid ""
|
||
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:25
|
||
msgid ""
|
||
":guilabel:`Quotation expires after`: Enter the number of days after which "
|
||
"the quotation expires, starting from the day the quotation is sent to the "
|
||
"customer. Leave this field at zero for the quotation to never expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||
msgid ""
|
||
":guilabel:`Online Confirmation`: Check the boxes next to "
|
||
":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
|
||
"confirm their subscription order by signing or paying for the quotation. "
|
||
"Enable both to leave the choice to the customer. Enable neither to only "
|
||
"confirm the quotation in the backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:32
|
||
msgid ""
|
||
":guilabel:`Confirmation Mail`: Select an :doc:`email template "
|
||
"</applications/general/email_communication/email_template>` for the "
|
||
"confirmation email that is automatically sent to the customer after the "
|
||
"quotation is confirmed. Leave this field blank to send nothing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||
msgid ""
|
||
"To create a new email template, enter a name for the template, then click "
|
||
":guilabel:`Create and edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||
msgid ""
|
||
"To edit an existing email template, select one from the drop-down menu, then"
|
||
" click on the :guilabel:`Internal link` arrow at the end of the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||
msgid ""
|
||
":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
|
||
"recurrence periods available here are the same ones that are configured in "
|
||
":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:46
|
||
msgid ""
|
||
"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
|
||
"subscription plan and enables the following additional options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:49
|
||
msgid ""
|
||
":guilabel:`Duration`: Choose whether the subscription plan has no end date "
|
||
"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:52
|
||
msgid ""
|
||
"If the duration is :guilabel:`Forever`, then the subscription plan will "
|
||
"continually renew until either the customer or the company manually ends the"
|
||
" subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:54
|
||
msgid ""
|
||
"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
|
||
"date, which determines the amount of time after which the subscription will "
|
||
"automatically end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:57
|
||
msgid ""
|
||
":guilabel:`Self Closable`: Check this box to enable the customer to "
|
||
"terminate their subscription from the :doc:`customer portal "
|
||
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:60
|
||
msgid ""
|
||
":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
|
||
" subscriptions *past* the due date are automatically closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:62
|
||
msgid ""
|
||
":guilabel:`Invoicing Journal`: Select the accounting journal in which "
|
||
"invoices for this subscription plan are recorded. Leave this field blank to "
|
||
"use the sales journal with the lowest sequence."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan with Recurrence selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:70
|
||
msgid ""
|
||
"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
|
||
"Click :guilabel:`Add a product`, select a product to include in the plan, "
|
||
"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
|
||
" as many products as desired to the order lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:74
|
||
msgid ""
|
||
"In the :guilabel:`Optional Products` tab, enter any optional products that "
|
||
"the customer can add to their quotation before confirming the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:77
|
||
msgid ""
|
||
"If the subscription plan has unique :doc:`terms and conditions "
|
||
"</applications/finance/accounting/customer_invoices/terms_conditions>`, add "
|
||
"them in the :guilabel:`Terms & Conditions` tab. If terms conditions are "
|
||
"specified on a plan, these will be used instead of the default terms and "
|
||
"conditions set up in the *Sales* app settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan Terms & Conditions tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:87
|
||
msgid "Use subscription plans on quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:89
|
||
msgid ""
|
||
"Quotations for subscription products can be created in both the "
|
||
"*Subscriptions* app and the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:92
|
||
msgid ""
|
||
"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
|
||
"create a new quotation. Then, select a subscription plan in the "
|
||
":guilabel:`Subscription Plan` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:95
|
||
msgid ""
|
||
"The :guilabel:`Recurrence`, products, and other information from the plan "
|
||
"are automatically filled in. The quotation can then be modified further as "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:98
|
||
msgid ""
|
||
"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
|
||
"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
|
||
"Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:101
|
||
msgid ""
|
||
"All subscription orders will appear on the :guilabel:`Subscriptions` "
|
||
"dashboard regardless of whether they were created in the *Subscriptions* app"
|
||
" or the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:3
|
||
msgid "Subscription products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:5
|
||
msgid ""
|
||
"By integrating closely with the Odoo *Sales* app, the *Subscriptions* app "
|
||
"enables users to sell subscription products alongside regular sales "
|
||
"products. While regular products are sold on a one-time basis, subscription "
|
||
"products are sold on a renewing basis, generating recurring revenue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:9
|
||
msgid "In Odoo, subscription products are also called *recurring* products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:12
|
||
msgid "Configure recurrence periods"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:14
|
||
msgid ""
|
||
"To get started with subscriptions, first make sure that the *recurrence "
|
||
"periods* are configured as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:17
|
||
msgid ""
|
||
"Recurrence periods are the time periods in which subscriptions renew. They "
|
||
"designate how often the customer pays for (and receives) subscription "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:20
|
||
msgid ""
|
||
"To configure recurrence periods, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Recurrence Periods`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:23
|
||
msgid ""
|
||
"The *Subscriptions* app comes with some basic recurrence periods already "
|
||
"configured: Daily, Monthly, Quarterly, Weekly, Yearly, 3 Years, and 5 Years."
|
||
" These can be edited as needed, and any number of new recurrence periods can"
|
||
" be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:27
|
||
msgid ""
|
||
"To create a new recurrence period, click :guilabel:`New` on the recurrence "
|
||
"periods dashboard. Then, type in the :guilabel:`Name` and "
|
||
":guilabel:`Duration` of the recurrence period, and select the "
|
||
":guilabel:`Unit` that defines the duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:32
|
||
msgid ""
|
||
"To create a recurrence period for a subscription that will renew every two "
|
||
"weeks, set the :guilabel:`Duration` to `2` and the :guilabel:`Unit` to "
|
||
"`Weeks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:0
|
||
msgid "A recurrence period of 2 weeks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:40
|
||
msgid "Configure the product form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:42
|
||
msgid ""
|
||
"To create a new subscription product, navigate to the "
|
||
":menuselection:`Subscriptions` app. Then go to :menuselection:`Subscriptions"
|
||
" --> Products`, and click :guilabel:`New` to create a new product. Enter a "
|
||
":guilabel:`Product Name`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:46
|
||
msgid ""
|
||
"The :guilabel:`Product Type` for the new product is automatically set to "
|
||
":guilabel:`Service`. Subscription products can be set to other types as "
|
||
"well; however, they currently *cannot* be set to :guilabel:`Storable "
|
||
"Product`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:50
|
||
msgid ""
|
||
"The new product automatically has the :guilabel:`Recurring` checkbox "
|
||
"activated. This enables Odoo to recognize it as a subscription product. Be "
|
||
"sure to leave the :guilabel:`Recurring` and :guilabel:`Can be Sold` options "
|
||
"enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "The \"Recurring\" checkbox on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:59
|
||
msgid "Time-based pricing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:61
|
||
msgid ""
|
||
"Next, configure the :guilabel:`Time-based pricing` tab on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:63
|
||
msgid ""
|
||
"Click :guilabel:`Add a price` to begin defining recurring prices. In the "
|
||
":guilabel:`Period` column, select a recurrence period. In the "
|
||
":guilabel:`Price` column, enter the price for that recurrence period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:68
|
||
msgid ""
|
||
":guilabel:`Daily` and :guilabel:`Hourly` periods cannot be used on recurring"
|
||
" products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:70
|
||
msgid ""
|
||
"Add as many lines as needed to the :guilabel:`Time-based pricing` table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:73
|
||
msgid ""
|
||
"An existing product can be made into a subscription product simply by "
|
||
"marking it as :guilabel:`Recurring` and configuring :guilabel:`Time-based "
|
||
"pricing` on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:76
|
||
msgid ""
|
||
"A subscription product can still be sold as a regular product by adding it "
|
||
"to a quotation and *not* selecting a :guilabel:`Recurrence` on the "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:82
|
||
msgid ""
|
||
"Use :doc:`pricelists "
|
||
"</applications/sales/sales/products_prices/prices/pricing>` with "
|
||
"subscription products to give special pricing to customers included in "
|
||
"pricelists. This can be configured either in the :guilabel:`Time-based "
|
||
"pricing` tab of the product form, or on the pricelist form in the *Sales* "
|
||
"app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:87
|
||
msgid ""
|
||
"To create recurring price rules for specific pricelists in the "
|
||
":guilabel:`Time-based pricing` tab of the product form, select a pricelist "
|
||
"in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "Pricelists in the \"Time-based pricing\" tab of the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:94
|
||
msgid ""
|
||
"When pricelists are added to the :guilabel:`Time-based pricing` tab, the "
|
||
"pricelist form in the *Sales* app is automatically updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:97
|
||
msgid ""
|
||
"Time-based pricing rules can also be configured directly on the pricelist "
|
||
"form. To do this, go to :menuselection:`Sales --> Products --> Pricelists` "
|
||
"and select a pricelist (or click :guilabel:`New` to create a new pricelist)."
|
||
" In the :guilabel:`Time-based rules` tab, click :guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:101
|
||
msgid ""
|
||
"Then, select a subscription product in the :guilabel:`Products` column, and "
|
||
"select a recurrence period in the :guilabel:`Period` column. Enter a "
|
||
":guilabel:`Price` for that particular product and period. Add as many lines "
|
||
"as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:105
|
||
msgid ""
|
||
"When :guilabel:`Time-based rules` are added to the pricelist form, the "
|
||
":guilabel:`Time-based pricing` tab of the product form is automatically "
|
||
"updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:3
|
||
msgid "Renew a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:5
|
||
msgid ""
|
||
"The key feature of a subscription business model is the recurring nature of "
|
||
"payments. In this model, customers pay a recurring amount in exchange for "
|
||
"access to a product or a service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:14
|
||
msgid ""
|
||
"Each subscriber experiences this renewal process monthly, annually, or "
|
||
"sometimes more, depending on the duration of the contract. Most subscription"
|
||
" companies choose to automate their renewal processes but, in some cases, "
|
||
"manual subscription renewals are still the preferred option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:18
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can have all your subscriptions in one "
|
||
"application, suggest an automatic subscription renewal to your customers (as"
|
||
" well as a manual one) and, finally, filter all your subscriptions and "
|
||
"easily find those to renew (with the help of the tag *To renew*)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:23
|
||
msgid "Renew your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:25
|
||
msgid ""
|
||
"Before renewing a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation <../subscriptions>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to renew the "
|
||
"subscription. In the Other Info tab, underneath the To Renew section, you "
|
||
"can activate the *To renew* option. When activated, a yellow tag "
|
||
"automatically appears in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
||
msgid "Renew your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:38
|
||
msgid ""
|
||
"The *To renew* tag is automatically ticked when a payment fails. This "
|
||
"indicator also appears on the customer portal. To visualize that, you just "
|
||
"have to click on the *Customer preview* button. The tag *To renew* appears "
|
||
"on the top right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Customer preview of a renewal with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:46
|
||
msgid ""
|
||
"When a subscription needs to be renewed, you have the possibility to use a "
|
||
"new button called *Renewal quotation*. By clicking on it, a new quotation is"
|
||
" created. From there, start a basic sales flow allowing you to send the "
|
||
"quotation by email to your customers or to confirm it. It is better to first"
|
||
" *Send by email* the quotation to your customers in order to have their "
|
||
"confirmation and, then, *Confirm* it in **Odoo Sales**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:53
|
||
msgid ""
|
||
"In the Chatter of this new quotation, it is mentioned that \"This renewal "
|
||
"order has been created from the previous subscription\". Once confirmed by "
|
||
"your customers, this quotation becomes a sales order and a new sale is "
|
||
"mentioned in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Renew a quotation with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:61
|
||
msgid ""
|
||
"By clicking on the *Sales* button, you have a summary of your sales orders "
|
||
"in a list view. The only difference between your two quotations is the "
|
||
"description underneath the *Subscription Management* category. There, you "
|
||
"can easily visualize which one is your renewal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Renewal as Subscription Management form in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:70
|
||
msgid "Visualize your subscriptions to renew"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:72
|
||
msgid ""
|
||
"Finally, if you want to visualize all your subscriptions and easily find "
|
||
"those to renew, you can go to your *Subscriptions dashboard* and use the "
|
||
"filter *To renew*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
||
msgid ""
|
||
"List view of all subscriptions and use of the filter to renew in Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:3
|
||
msgid "Reports"
|
||
msgstr "דוחות"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:5
|
||
msgid ""
|
||
"As we know, understanding how our business is going, and where it is going, "
|
||
"is key to success. And particularly so when we offer subscription services "
|
||
"or products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:8
|
||
msgid ""
|
||
"Before getting to the heart of the matter, it is very important to recall "
|
||
"certain essential concepts to the proper understanding of the following "
|
||
"reports:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:11
|
||
msgid ""
|
||
"**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important "
|
||
"metric for subscription businesses. It shows the monthly revenue earned with"
|
||
" subscription-based products or services. It is a consistent number used to "
|
||
"track all recurring revenue over time, in monthly increments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:15
|
||
msgid ""
|
||
"**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based "
|
||
"on the current MRR, to estimate the coming year's performance. However, this"
|
||
" estimation does not take variations and growth into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Difference between MRR and ARR in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:23
|
||
msgid ""
|
||
"**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything"
|
||
" else than subscription-based products or services. This includes gains of a"
|
||
" rare or unique nature that are unlikely to occur in the ordinary course of "
|
||
"businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:27
|
||
msgid ""
|
||
"**Customer Retention**: Practices to engage existing customers to continue "
|
||
"buying products or services from your business. Customer retention can be a "
|
||
"challenge, because you must prove you are worthy of your customers' trust."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:31
|
||
msgid ""
|
||
"**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the "
|
||
"churn rate can be defined, in this case, as the percentage of subscribers "
|
||
"who discontinued their subscriptions within a given time period. We can "
|
||
"distinguish two types of Churn:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:35
|
||
msgid "**Logo Churn**: It corresponds to the subscription cancellation rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:37
|
||
msgid ""
|
||
"**Revenue Churn**: It corresponds to the monthly recurring revenue loss "
|
||
"rate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:40
|
||
msgid "Let's imagine a 2$ increase in a subscription service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:42
|
||
msgid ""
|
||
"We lost 3 customers out of the initial 20, which generates a **Logo Churn** "
|
||
"of 15%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid ""
|
||
"Therefore, the 56$ of MRR difference out of the initial 600$ causes a "
|
||
"**Revenue Churn**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid "of 9,33%."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid "Difference between logo churn and revenue churn in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:50
|
||
msgid ""
|
||
"Reminder: even though they seem to evolve in the same direction most of the "
|
||
"time, it might not be the case all the time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:53
|
||
msgid ""
|
||
"**Customer Lifetime Value (CLV)**: Indicates how much revenue can be "
|
||
"expected for a customer during his/her entire contract. This approach "
|
||
"emphasizes the importance of customer retention, shifting our focus from a "
|
||
"quarterly or yearly approach to a long-term one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:57
|
||
msgid ""
|
||
"Check out the different kinds of reports you can access from the **Odoo "
|
||
"Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:61
|
||
msgid "Subscriptions analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:63
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From "
|
||
"there, you can change the *Measures*. By default, Odoo uses the *Monthly "
|
||
"Recurring Revenue*. In addition to that, you can choose *Quantity*, "
|
||
"*Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example,"
|
||
" *Quantity* is added. This way, you can review both of these measures at the"
|
||
" same time. You can even *Group By Start Date* and, more precisely, by "
|
||
"*Week*, to get a clear view of your report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Subscriptions analysis report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:74
|
||
msgid "Retention analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:76
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The "
|
||
"default measure applied is *Count*, but you can change to the appropriate "
|
||
"one for you. For the example below, *Monthly Recurring Revenue* was chosen, "
|
||
"and the *Month* periodicity remains intact. By using these criteria, you can"
|
||
" see the progression of the retention from its start."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Retention analysis report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:86
|
||
msgid "Revenue KPIs report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:88
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From "
|
||
"there, you can check different KPIs: *Monthly Recurring Revenue*, *Net "
|
||
"Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-"
|
||
"Rate*, *Lifetime Value*, and more. You can also filter this information on "
|
||
"subscriptions, companies, and sales teams. This is useful if you are looking"
|
||
" for specific information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Revenue KPIs report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:98
|
||
msgid ""
|
||
"The example below shows the *Monthly Recurring Revenue* detailed report. At "
|
||
"the moment, there is no data, which is the typical scenario for a new "
|
||
"business. But, as your company grows over the months, these graphs get "
|
||
"populated with more and more data. Once again, you can filter these specific"
|
||
" KPIs on subscriptions, companies, and sales teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Detailed MRR report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:108
|
||
msgid "Salesperson dashboard report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:110
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Salesperson "
|
||
"Dashboard`. This page gives you a summary of your *Monthly Recurring "
|
||
"Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-"
|
||
"Recurring Invoices* for each of your salespeople. You can choose the period "
|
||
"you want to apply and the salesperson you want to analyze."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Salesperson dashboard report in Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:3
|
||
msgid "Upsell a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:5
|
||
msgid ""
|
||
"Subscriptions are recurrent and go on indefinitely. As time passes by, our "
|
||
"customers may want to modify them. We must then be able to adapt the prices "
|
||
"or change the products’ quantities to accommodate their needs. Two "
|
||
"situations can happen:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:9
|
||
msgid ""
|
||
"**Loyal customers:** This kind of customers already trust you as a brand. "
|
||
"Therefore, you are confident regarding what you offer since they keep paying"
|
||
" for your products and services. Consequently, it is easier to sell them "
|
||
"something additional than it would be to a new customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:14
|
||
msgid ""
|
||
"**New customers:** For this kind of customers, you have to come with "
|
||
"something new, something attractive. What about discounts? Typically, every "
|
||
"subscription ends after a certain given time. Making these types of offers "
|
||
"for new customers strengthens your relationships with them and also "
|
||
"increases their retention."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:27
|
||
msgid ""
|
||
"As previously explained, to upsell a subscription to new customers, it is "
|
||
"recommended to offer *Discounts*. To activate this option, go to "
|
||
":menuselection:`Sales --> Configuration --> Settings` and, under the "
|
||
"*Pricing* category, you have the possibility to grant discounts on sales "
|
||
"order lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Activation of the discount option in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:36
|
||
msgid "Upsell your first subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:38
|
||
msgid ""
|
||
"Before upselling a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation <../subscriptions>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to upsell "
|
||
"your subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Upsell your subscription with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:48
|
||
msgid ""
|
||
"By using the smart button *Upsell*, you are able to create a new quotation "
|
||
"with new subscription products and send it to your customers for approval."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid ""
|
||
"Add products to your subscription via the upsell option in Odoo "
|
||
"Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:56
|
||
msgid ""
|
||
"When the quotation is confirmed by your customers, the products are added to"
|
||
" the initial subscription. Quotation prices are, then, prorated to the "
|
||
"remaining time of the current invoicing period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:60
|
||
msgid ""
|
||
"Of course, before sending this new quotation to your customers, you can "
|
||
"change the unit price, taxes, and, even the discount you want to offer. The "
|
||
"smart button *Customer preview* is useful for mimicking the customer's "
|
||
"reaction. In this case, we can confidently say that the customer will *Sign "
|
||
"and pay* this new quotation. When it is done, you have to go back in edit "
|
||
"mode, confirm the quotation, and click on the smart button *Subscriptions* "
|
||
"to visualize all updates. From there, you can see that an additional line "
|
||
"has been added to the subscription with the new extra service the customer "
|
||
"wanted to purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Visualize all your subscriptions updates with Odoo Subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:72
|
||
msgid ""
|
||
"In addition, by clicking on the *Sales* button, you have a summary of your "
|
||
"sales orders in a list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "List view of all sales orders created for a subscription"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:79
|
||
msgid ""
|
||
"The only difference between your two sales orders is the description "
|
||
"underneath the *Subscription Management* category. There, you can easily "
|
||
"visualize which one is your upselling."
|
||
msgstr ""
|