62a362f30a
closes odoo/documentation#4150
X-original-commit: d53ba8c7e2
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
3567 lines
172 KiB
Plaintext
3567 lines
172 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-16.1\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-04-13 08:42+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/general.rst:3
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msgid "Miscellaneous"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:3
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msgid "Apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:5
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msgid "You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` and :ref:`uninstall <general/uninstall>` all apps and modules from the :menuselection:`Apps` dashboard."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:8
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msgid "By default, an *Apps* filter is applied. If you want to search for modules, click on *Filters* and select *Extra*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:-1
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msgid "Add \"Extra\" filter in Odoo Apps"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:16
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msgid "Odoo is *not a smartphone*, and its apps shouldn't be installed or uninstalled carelessly. Apply caution when adding or removing apps and modules on your database since this may impact your subscription costs."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "**Installing or uninstalling apps and managing users is up to you.**"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "As the administrator of your database, you are responsible for its usage, as you know best how your organization works."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "**Odoo apps have dependencies.**"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "Installing some apps and features with dependencies may also install additional apps and modules that are technically required, even if you won't actively use them."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "**Test app installation/removal on a duplicate of your database.**"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:0
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msgid "This way, you can know what app dependencies may be required or what data may be erased."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:32
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msgid "Install apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:34
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msgid "Go to :menuselection:`Apps`, and click on the *Install* button of the app you want to install."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:37
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msgid "If the module you are looking for is not listed, you can **update the app list**."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:39
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msgid "To do so, activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Apps --> Update Apps List` and click on *Update*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:45
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msgid "Upgrade apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:47
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msgid "On some occasions, new improvements or app features are added to :doc:`supported versions of Odoo </administration/maintain/supported_versions>`. To be able to use them, you must **upgrade** your app."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:51
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msgid "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to upgrade, then on *Upgrade*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:57
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msgid "Uninstall apps and modules"
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:59
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msgid "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on *Uninstall*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:65
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msgid "Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app may uninstall multiple apps and modules. Odoo warns you which dependent apps and modules are affected by it."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:72
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msgid "To complete the uninstallation, click on *Confirm*."
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msgstr ""
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#: ../../content/applications/general/apps_modules.rst:75
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msgid "Uninstalling an app also uninstalls all its dependencies and permanently erases their data."
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msgstr ""
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#: ../../content/applications/general/auth.rst:5
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msgid "Authentication"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:3
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msgid "Two-factor Authentication"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:5
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msgid "Two-factor authentication (\"2FA\") is a good way to improve the security of an account, to make it less likely that an other person will manage to log in instead of you."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:9
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msgid "Practically, it means storing a secret inside an *authenticator* (usually your cell phone) and exchanging a code from the authenticator when you try to log in."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:13
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msgid "This means an attacker needs *both* to have guessed (or found) your password and to access (or steal) your authenticator, a more difficult proposition than either one or the other."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:18
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msgid "Requirements"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:20
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msgid "These lists are just examples, they are not endorsements of any specific software."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:23
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msgid "If you don't already have one, you will need to choose an authenticator."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:26
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msgid "Phone-based authenticators are the easiest and most common so we will assume you'll pick and install one on your phone, examples include `Authy <https://authy.com/>`_, `FreeOTP <https://freeotp.github.io/>`_, `Google Authenticator <https://support.google.com/accounts/answer/1066447?hl=en>`_, `LastPass Authenticator <https://lastpass.com/auth/>`_, `Microsoft Authenticator <https://www.microsoft.com/en-gb/account/authenticator?cmp=h66ftb_42hbak>`_, ...; password managers also commonly include :abbr:`2FA (two-factor authentication)` support e.g. `1Password <https://support.1password.com/one-time-passwords/>`_, `Bitwarden <https://bitwarden.com/help/article/authenticator-keys/>`_, ..."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:39
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msgid "For the sake of demonstration we will be using Google Authenticator (not because it is any good but because it is quite common)."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:43
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msgid "Setting up two-factor authentication"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:45
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msgid "Once you have your authenticator of choice, go to the Odoo instance you want to setup :abbr:`2FA (two-factor authentication)`, then open :guilabel:`Preferences` (or :guilabel:`My Profile`):"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:52
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msgid "Open the :guilabel:`Account Security` tab, then click the :guilabel:`Enable two-factor authentication` button:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:58
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msgid "Because this is a security-sensitive action, you will need to input your password:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:64
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msgid "After which you will see this screen with a barcode:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:69
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msgid "In most applications, you can simply *scan the barcode* via the authenticator of your choice, the authenticator will then take care of all the setup:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:78
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msgid "If you can not scan the screen (e.g. because you are doing this set-up on the same phone as the authenticator application), you can click the provided link, or copy the secret to manually set-up your authenticator:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:89
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msgid "Once this is done, the authenticator should display a *verification code* with some useful identifying information (e.g. the domain and login for which the code is):"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:96
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msgid "You can now input the code into the :guilabel:`Verification Code` field, then click the :guilabel:`Enable two-factor authentication` button."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:100
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msgid "Congratulation, your account is now protected by two-factor authentication!"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:107
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msgid "Logging in"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:109
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msgid "You should now :guilabel:`Log out` to follow along."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:111
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msgid "On the login page, input the username and password of the account for which you set up :abbr:`2FA (two-factor authentication)`, rather than immediately enter Odoo you will now get a second log-in screen:"
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:118
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msgid "Get your authenticator, input the code it provides for the domain and account, validate, and you're now in."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:121
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msgid "And that's it. From now on, unless you disable :abbr:`2FA (two-factor authentication)` you will have a two-step log-in process rather than the old one-step process."
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msgstr ""
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#: ../../content/applications/general/auth/2fa.rst:125
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msgid "Don't lose your authenticator, if you do, you will need an *Odoo Administrator* to disable :abbr:`2FA (two-factor authentication)` on the account."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:3
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msgid "Microsoft Azure sign-in authentication"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:5
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msgid "Due to specific requirements in Azure's OAuth implementation, Microsoft Azure OAuth identification is NOT compatible with Odoo at the moment."
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:9
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msgid ":doc:`../../productivity/calendar/outlook`"
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msgstr ""
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#: ../../content/applications/general/auth/azure.rst:10
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#: ../../content/applications/general/email_communication/email_servers.rst:67
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msgid ":doc:`/administration/maintain/azure_oauth`"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:3
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msgid "Google Sign-In Authentication"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:5
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msgid "The **Google Sign-In Authentication** is a useful function that allows your users to sign in to Odoo with their Google account."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:8
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msgid "This is particularly helpful if your organization uses Google Workforce and you want the employees within your organization to connect to Odoo with their Google Accounts."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:12
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msgid ":doc:`../../productivity/calendar/google`"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:13
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#: ../../content/applications/general/email_communication/email_servers.rst:66
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msgid ":doc:`/administration/maintain/google_oauth`"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:18
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#: ../../content/applications/general/voip/axivox.rst:16
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#: ../../content/applications/general/voip/onsip.rst:13
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msgid "Configuration"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:20
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msgid "The integration of the Google sign-in function requires configuration both on Google and on Odoo."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:25
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msgid "Google API Dashboard"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:27
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msgid "Go to the `Google API Dashboard <https://console.developers.google.com/>`_."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:28
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msgid "Make sure the right project is opened. If you don't have a project yet, click on *Create Project*, fill out the project name and other details of your company, and click on *Create*."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Filling out the details of a new project"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:36
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msgid "Choose the name of your own company from the drop-down menu."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:41
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msgid "OAuth consent screen"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:43
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msgid "On the left side menu, click on :menuselection:`OAuth consent screen`."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Google oauth consent selection menu"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:49
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msgid "Choose the option for :guilabel:`internal`, and click on :guilabel:`Create`."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Choice of a user type in oauth consent"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:55
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msgid "Fill out your details and domain info, then click on *Save and Continue*."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:56
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msgid "On the **Scopes** page, leave all fields as is, and click on *Save and Continue*."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:61
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msgid "Credentials"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:63
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msgid "On the left side menu, click on :menuselection:`Credentials`."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Credentials button menu"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:69
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msgid "Click on *Create Credentials* and select **OAuth client ID**."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Oauth client id selection"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:75
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msgid "Select **Web Application** as the Application type. Now configure the allowed pages on which you will be redirected."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:78
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msgid "In order to achieve this, in the **Authorized redirect URIs** field, enter your database's domain immediately followed by ``/auth_oauth/signin``. For example: ``https://mydomain.odoo.com/auth_oauth/signin``, then click on *Create*."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Creating oauth client id"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:89
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msgid "Google Authentication on Odoo"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:94
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msgid "Retrieve the Client ID"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:96
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msgid "Once you have done the previous steps, two keys are generated on the Google API Dashboard: *Client ID* and *Client Secret*. Copy the *Client ID*."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:-1
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msgid "Google OAuth Client ID generated"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:106
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msgid "Odoo activation"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:108
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msgid "Go to :menuselection:`Odoo General Settings --> Integrations` and activate **OAuth Authentication**."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:112
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msgid "You may have to log in again after this step."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:114
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msgid "Go back to :menuselection:`General Settings --> Integrations`, activate **Google Authentication**, then fill out the *Client ID* with the key from the Google API Dashboard, and *Save*."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Filling out the client id in Odoo settings"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:125
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msgid "Log in to Odoo with Google"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:127
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msgid "To link your Google account to your Odoo profile, click on *Log in with Google* when you are asked to choose a new password."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:0
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msgid "Reset password screen with \"Log in with Google\" button"
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:134
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msgid "Existing users must :ref:`reset their password <users/reset-password>` to access the *reset password* page, while new users can directly click on *Log in with Google* instead of choosing a new password."
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msgstr ""
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#: ../../content/applications/general/auth/google.rst:139
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msgid "`Google Cloud Platform Console Help - Setting up OAuth 2.0 <https://support.google.com/cloud/answer/6158849>`_"
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:3
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msgid "Sign in with LDAP"
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:5
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msgid "Install the LDAP module in General Settings."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:7
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msgid "Click on **Create** in Setup your LDAP Server."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:15
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msgid "Choose the company about to use the LDAP."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:20
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msgid "In **Server Information**, enter the IP address of your server and the port it listens to."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:22
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msgid "Tick **User TLS** if your server is compatible."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:27
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msgid "In **Login Information**, enter ID and password of the account used to query the server. If left empty, the server will be queried anonymously."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:32
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msgid "In **Process Parameter**, enter the domain name of your LDAP server in LDAP nomenclature (e.g. ``dc=example,dc=com``)."
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:34
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msgid "In **LDAP filter**, enter ``uid=%s``"
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msgstr ""
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#: ../../content/applications/general/auth/ldap.rst:39
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msgid "In **User Information**, tick *Create User* if you want Odoo to create a User profile the first time someone log in with LDAP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/auth/ldap.rst:41
|
||
msgid "In **Template User**, indicate a template for the new profiles created. If left blanked, the admin profile will be used as template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:5
|
||
msgid "Developer Mode (debug mode)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:7
|
||
msgid "The developer mode (or debug mode) unlocks access to extra and advanced tools in Odoo. There are several ways to activate the developer mode: through the :ref:`settings <general/developer_mode/settings>`, the :ref:`browser extension <general/developer_mode/browser-extension>`, through the :ref:`command palette <general/developer_mode/command-palette>` or the :ref:`URL <general/developer_mode/url>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:17
|
||
msgid "Activate through the Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:19
|
||
msgid "The debug mode can be activated in the Odoo database settings. Go to :menuselection:`Settings --> General Settings --> Developer Tools` and click on :guilabel:`Activate the developer mode`. At least one application needs to be installed for the :guilabel:`Developer Tools` section to appear in the :guilabel:`Settings` module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:-1
|
||
msgid "Overview of the debug options under settings in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:29
|
||
msgid ":guilabel:`Activate the developer mode (with assets)` is used by developers; :guilabel:`Activate the developer mode (with tests assets)` is used by developers and testers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:32
|
||
msgid "Once activated, the :guilabel:`Deactivate the developer mode` option becomes available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:37
|
||
msgid "Activate through the browser extension"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:39
|
||
msgid "Within a web browser, navigate to the browser settings and extensions and search for the `Odoo Debug` extension. Once the extension is installed, a new icon will be shown on the browser's toolbar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:43
|
||
msgid "For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a double click enables it with assets. To deactivate it, use a single click."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:-1
|
||
msgid "View of Odoo's debug icon in a Google Chrome toolbar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:53
|
||
msgid "Activate through the command palette"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:55
|
||
msgid "In Odoo, the command palette tool has a command to activate the debug mode. First, open the command palette tool with the keyboard shortcut `ctrl+k` and then type `debug`. A command will show up to activate the debug mode."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:-1
|
||
msgid "Command palette with debug command."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:68
|
||
msgid "Activate through the URL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:70
|
||
msgid "The debug mode can also be activated by adding an extra query string to the database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To deactivate the debug mode, change the value to `?debug=0` instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:-1
|
||
msgid "Overview of a URL with the debug mode command added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:79
|
||
msgid "Additional modes are available for developers: `?debug=assets` enables the :ref:`assets mode <frontend/framework/assets_debug_mode>`, and `?debug=tests` enables the :ref:`tests mode <frontend/framework/tests_debug_mode>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:86
|
||
msgid "Locate the developer mode tools"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:88
|
||
msgid "Once developer mode is activated, the developer mode tools can be accessed from the :guilabel:`Open Developer Tools` button, the bug icon located in the header of the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:-1
|
||
msgid "Overview of a console page and the debug icon being shown in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:95
|
||
msgid "This menu contains additional tools that are useful to understand or edit technical data, such as the views or actions of a page. On a page that has filters, actions, and view options, the developer mode tools contain some useful menu items such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:99
|
||
msgid ":guilabel:`Edit Action`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:100
|
||
msgid ":guilabel:`Manage Filters`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:101
|
||
msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/developer_mode.rst:102
|
||
msgid "See the :guilabel:`Fields View Get`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:3
|
||
msgid "Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:5
|
||
msgid "**Digest Emails** are periodic snapshots sent to your organization via email that include high-level information about how your business is performing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:8
|
||
msgid "Navigate to Digest Emails by going to :menuselection:`Settings --> General Settings --> Statistics`, then activate the **Digest Emails** feature and click on save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:-1
|
||
msgid "Digest Emails section inside General Settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:15
|
||
msgid "You can control a variety of settings for your Digest Emails, such as:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:17
|
||
msgid "which KPIs are shared in the Digest"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:18
|
||
msgid "how often Digest Emails are sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:19
|
||
msgid "who in your organization receives Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:20
|
||
msgid "creating custom Digest Email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:21
|
||
msgid "adding additional KPIs (Studio required)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:24
|
||
msgid "By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* serves as the primary template, which includes all KPI measurements across your Odoo database and is sent daily to administrators."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:31
|
||
msgid "Customize *Your Odoo Periodic Digest*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:33
|
||
msgid "To customize the default Digest Email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings --> General Settings --> Statistics --> Digest Email`, select *Your Odoo Periodic Digest* and click on the *external link* next to the dropdown selection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:37
|
||
msgid "A popup window appears and presents a variety of editable settings, which include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:39
|
||
msgid "**Digest Title** - what you want your Digest Email to be called"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:40
|
||
msgid "**Periodicity** - control the regimen in how often Digest Emails are sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:41
|
||
msgid "**KPIs** - check/uncheck each calculated KPI that appears in Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:42
|
||
msgid "**Recipients** - add/remove users who receive your Digest Emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:43
|
||
msgid "**Custom** - add your own KPIs (Studio required)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:-1
|
||
msgid "Customize default Digest Email settings and custom KPIs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:52
|
||
msgid "Custom digest emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:54
|
||
msgid "To do so, click on **Configure Digest Emails** and then **Create**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:56
|
||
msgid "From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and recipients fields as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:59
|
||
msgid "After you click **Save**, your new custom Digest Email is available as a selection in the **General Settings** dropdown menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:65
|
||
msgid "Custom KPIs with Studio"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:67
|
||
msgid "For either *Your Odoo Periodic Digest* or your own custom Digest Email, you can add your own KPIs by using Odoo Studio."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:70
|
||
msgid "To begin, click the **Toggle Studio** icon or click the **Recipients** tab and then the ellipses :menuselection:`… icon --> Add Custom Field` to edit the template or add additional fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:73
|
||
msgid "In order to create additional fields, you must create two fields on the digest object:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:75
|
||
msgid "create a boolean field called `kpi_myfield` and display it in the KPIs tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:76
|
||
msgid "create a computed field called `kpi_myfield_value` that computes your customized KPI"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:77
|
||
msgid "select your KPI(s) in the KPIs tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:80
|
||
msgid "Computed values reference table"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:83
|
||
msgid "LABEL"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:83
|
||
msgid "VALUE"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:85
|
||
msgid "Connected Users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:85
|
||
msgid "`kpi_res_users_connected_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:87
|
||
msgid "Messages Sent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:87
|
||
msgid "`kpi_mail_message_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:89
|
||
msgid "New Leads"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:89
|
||
msgid "`kpi_crm_lead_created_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:91
|
||
msgid "Opportunities Won"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:91
|
||
msgid "`kpi_crm_opportunities_won_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:93
|
||
msgid "Open Tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:93
|
||
msgid "`kpi_project_task_opened_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:95
|
||
msgid "Tickets Closed"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:95
|
||
msgid "`kpi_helpdesk_tickets_closed_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:97
|
||
msgid "% of Happiness"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:97
|
||
msgid "`kpi_livechat_rating_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:99
|
||
msgid "Conversations handled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:99
|
||
msgid "`kpi_livechat_conversations_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:101
|
||
msgid "Time to answer (sec)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:101
|
||
msgid "`kpi_livechat_response_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:103
|
||
msgid "All Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:103
|
||
msgid "`kpi_all_sale_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:105
|
||
msgid "eCommerce Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:105
|
||
msgid "`kpi_website_sale_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:107
|
||
msgid "Revenue"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:107
|
||
msgid "`kpi_account_total_revenue_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:109
|
||
msgid "Bank & Cash Moves"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:109
|
||
msgid "`kpi_account_bank_cash_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:111
|
||
msgid "POS Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:111
|
||
msgid "`kpi_pos_total_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:113
|
||
msgid "New Employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/digest_emails.rst:113
|
||
msgid "`kpi_hr_recruitment_new_colleagues_value`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication.rst:5
|
||
msgid "Email Communication"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:3
|
||
msgid "Configure DNS records to send emails in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:6
|
||
msgid "SPAM labels overview"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:8
|
||
msgid "Sometimes, emails from Odoo are misclassified by the different email providers and end up in spam folders. At the moment, some settings are out of Odoo's control, notably the way the different email providers classify Odoo's emails according to their own restriction policy and/or limitations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:12
|
||
msgid "It is standard in Odoo that emails are received from ``\"name of the author\" <notifications@mycompany.odoo.com>``. In other words this can be translated to: ``\"name of the author\" <{ICP.mail.from.filter}@{mail.catchall.domain}>``. In this case ICP stands for `ir.config.parameters`, which are the System Parameters. Deliverability is greatly improved with the :ref:`notifications configuration <email_servers/notifications>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:18
|
||
msgid "In order for servers to accept emails from Odoo on a more regular basis, one of the solutions is for customers to create rules within their own mailbox. A filter can be added to the email inbox so that when email is received from Odoo (`notifications@mycompany.odoo.com`) it is moved to the inbox. It is also possible to add the Odoo database domain onto a safe senders list or whitelist on the receiving domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:24
|
||
msgid "If an Odoo email server appears on a blacklist, notify Odoo via a `new help ticket <https://www.odoo.com/help>`_ and the support team will work to get the servers removed from the blacklist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:28
|
||
msgid "Should the Odoo database be using a custom domain for sending emails from Odoo there are three records that should be implemented on the custom domain's DNS to ensure deliverability of email. This includes setting records for :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys Identified Mail)` and :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)`. Ultimately though, it is up to the discretion of the final receiving mailbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:38
|
||
msgid "Be SPF compliant"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:40
|
||
msgid "The Sender Policy Framework (SPF) protocol allows the owner of a domain name to specify which servers are allowed to send emails from that domain. When a server receives an incoming email, it checks whether the IP address of the sending server is on the list of allowed IPs according to the sender's :abbr:`SPF (Sender Policy Framework)` record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:46
|
||
msgid "The :abbr:`SPF (Sender Policy Framework)` verification is performed on the domain mentioned in the `Return-Path` field of the email. In the case of an email sent by Odoo, this domain corresponds to the value of the `mail.catchall.domain` key in the database system parameters."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:50
|
||
msgid "The :abbr:`SPF (Sender Policy Framework)` policy of a domain is set using a TXT record. The way to create or modify a TXT record depends on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. In order for the verification to work properly, each domain can only have one :abbr:`SPF (Sender Policy Framework)` record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:55
|
||
msgid "If the domain name does not yet have a :abbr:`SPF (Sender Policy Framework)` record, create one using the following input: `v=spf1 include:_spf.odoo.com ~all`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:58
|
||
msgid "If the domain name already has a :abbr:`SPF (Sender Policy Framework)` record, the record must be updated (and do not create a new one)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:63
|
||
msgid "If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add `include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com include:_spf.google.com ~all`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:66
|
||
msgid "Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a free tool like `MXToolbox SPF <https://mxtoolbox.com/spf.aspx>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:72
|
||
msgid "Enable DKIM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:74
|
||
msgid "The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails with a digital signature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:77
|
||
msgid "When sending an email, the Odoo server includes a unique :abbr:`DKIM (DomainKeys Identified Mail)` signature in the headers. The recipient's server decrypts this signature using the :abbr:`DKIM (DomainKeys Identified Mail)` record in the database's domain name. If the signature and the key contained in the record match, this guarantees that the message is authentic and has not been altered during transport."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:83
|
||
msgid "To enable :abbr:`DKIM (DomainKeys Identified Mail)`, add a :abbr:`CNAME (Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the domain name:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:86
|
||
msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:89
|
||
msgid "If the domain name is `mycompany.com`, make sure to create a subdomain `odoo._domainkey.mycompany.com` whose canonical name is `odoo._domainkey.odoo.com.`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:92
|
||
msgid "The way to create or modify a :abbr:`CNAME (Canonical Name)` record depends on the provider hosting the :abbr:`DNS (Domain Name System)` zone of the domain name. The most common providers are :ref:`listed below <email_communication/SPFDKIM_common_providers>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:96
|
||
msgid "Check if the :abbr:`DKIM (DomainKeys Identified Mail)` record is valid with a free tool like `DKIM Core <https://dkimcore.org/tools/>`_. If a selector is asked, enter `odoo`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:100
|
||
msgid "Check the DMARC policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:102
|
||
msgid "The Domain-based Message Authentication, Reporting, & Conformance (DMARC) record is a protocol that unifies :abbr:`SPF (Sender Policy Framework)` and :abbr:`DKIM (DomainKeys Identified Mail)`. The instructions contained in the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` record of a domain name tell the destination server what to do with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:110
|
||
msgid "DMARC: TXT record"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:112
|
||
msgid "`v=DMARC1; p=none;`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:114
|
||
msgid "There are three :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` policies:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:117
|
||
msgid "`p=none`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:118
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:171
|
||
msgid "`p=quarantine`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:119
|
||
msgid "`p=reject`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:121
|
||
msgid "`p=quarantine` and `p=reject` instruct the server that receives an email to quarantine that email or ignore it if the :abbr:`SPF (Sender Policy Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:125
|
||
msgid "If the domain name uses :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` and has defined one of these policies, the domain must be :abbr:`SPF (Sender Policy Framework)` compliant or enable :abbr:`DKIM (DomainKeys Identified Mail)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:130
|
||
msgid "Yahoo or AOL are examples of email providers with a :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` policy set to `p=reject`. Odoo strongly advises against using an *@yahoo.com* or *@aol.com* address for the database users. These emails will never reach their recipient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:135
|
||
msgid "`p=none` is used for the domain owner to receive reports about entities using their domain. It should not impact the deliverability if the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` check fails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:139
|
||
msgid ":abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` records are comprised of tags in the form of :abbr:`DNS (Domain Name System)` records. These tags/parameters allow for reporting, such as :abbr:`RUA (Reporting URI of aggregate reports)` and :abbr:`RUF (Reporting URI for forensic reports)`, along with more precise specification like :abbr:`PCT (Percentage of messages subjected to filtering)`, :abbr:`P (Policy for organizational domain)`, :abbr:`SP (Policy for subdomains of the OD)` :abbr:`ADKIM (Alignment mode for DKIM)` & :abbr:`ASPF (Alignment mode for SPF)`. For best practice, the the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` policy should not start out being too restrictive."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:148
|
||
msgid "The following chart displays available tags:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:154
|
||
msgid "Tag Name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:155
|
||
msgid "Purpose"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:156
|
||
msgid "Example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:157
|
||
msgid "v"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:158
|
||
msgid "Protocol version"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:159
|
||
msgid "`v=DMARC1`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:160
|
||
msgid "pct"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:161
|
||
msgid "Percentage of messages subjected to filtering"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:162
|
||
msgid "`pct=20`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:163
|
||
msgid "ruf"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:164
|
||
msgid "Reporting URI for forensic reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:165
|
||
msgid "`ruf=mailto:authfail@example.com`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:166
|
||
msgid "rua"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:167
|
||
msgid "Reporting URI of aggregate reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:168
|
||
msgid "`rua=mailto:aggrep@example.com`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:169
|
||
msgid "p"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:170
|
||
msgid "Policy for organizational domain"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:172
|
||
msgid "sp"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:173
|
||
msgid "Policy for subdomains of the OD"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:174
|
||
msgid "`sp=reject`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:175
|
||
msgid "adkim"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:176
|
||
msgid "Alignment mode for DKIM"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:177
|
||
msgid "`adkim=s`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:178
|
||
msgid "aspf"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:179
|
||
msgid "Alignment mode for SPF"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:180
|
||
msgid "`aspf=r`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:182
|
||
msgid "Check the :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` record of a domain name with a tool like `MXToolbox DMARC <https://mxtoolbox.com/DMARC.aspx>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:186
|
||
msgid "`DMARC.org is another great resource to learn about DMARC records. <https://dmarc.org/overview/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:192
|
||
msgid "SPF, DKIM & DMARC documentation of common providers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:194
|
||
msgid "`OVH DNS <https://docs.ovh.com/us/en/domains/web_hosting_how_to_edit_my_dns_zone/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:195
|
||
msgid "`OVH SPF <https://docs.ovh.com/us/en/domains/web_hosting_the_spf_record/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:196
|
||
msgid "`GoDaddy TXT record <https://www.godaddy.com/help/add-a-txt-record-19232>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:197
|
||
msgid "`GoDaddy SPF <https://www.godaddy.com/help/add-an-spf-record-19218>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:198
|
||
msgid "`GoDaddy DKIM <https://www.godaddy.com/help/add-a-cname-record-19236>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:199
|
||
msgid "`NameCheap <https://www.namecheap.com/support/knowledgebase/article.aspx/317/2237/how-do-i-add- txtspfdkimdmarc-records-for-my-domain/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:201
|
||
msgid "`CloudFlare DNS <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:202
|
||
msgid "`Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:203
|
||
msgid "`Azure DNS <https://docs.microsoft.com/en-us/azure/dns/dns-getstarted-portal>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:205
|
||
msgid "To fully test the configuration, use the `Mail-Tester <https://www.mail-tester.com/>`_ tool, which gives a full overview of the content and configuration in one sent email. Mail-Tester can also be used to configure records for other, lesser-known providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_domain.rst:210
|
||
msgid "`Using Mail-Tester to set SPF Records for specific carriers <https://www.mail-tester.com/spf/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:3
|
||
msgid "Send and receive emails in Odoo with an email server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:6
|
||
msgid "Odoo Online or Odoo.sh users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:8
|
||
msgid "Since **Odoo sets up its own mail servers for the database**, outgoing and incoming emails already work out-of-the-box. So for **Odoo Online** and **Odoo.sh** customers, nothing needs to be configured!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:12
|
||
msgid "Unless an external mail server is required to send large batches of mass emails, simply use the standard online Odoo database normally since it has already been pre-configured to send email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:16
|
||
msgid "The Odoo server is subject to a daily email limit to prevent abuse. The default limit is 200 emails sent per day for databases with an **Enterprise** subscription. This limit can be increased under certain conditions. See the :doc:`FAQ <faq>` or contact support for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:22
|
||
msgid "Scope of this documentation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:24
|
||
msgid "This document is **mainly dedicated to Odoo on-premise databases** who don't benefit from an out-of-the-box solution to send and receive emails in Odoo, unlike `Odoo Online <https://www.odoo. com/trial>`_ and `Odoo.sh <https://www.odoo.sh>`_. Incoming and outgoing servers must be configured for on-premise databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:29
|
||
msgid "The following sections below contain information on how to integrate an external email server with Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:33
|
||
msgid "If no one in the company is employed to manage email servers, Odoo Online and Odoo.sh are strongly recommended. In these Odoo hosting types email sending and receiving works instantly and is monitored by professionals. Nevertheless, a company can use their own email server if they want to manage the email server's reputation themselves. For more information see :doc:`Configure DNS records to send emails in Odoo <email_domain>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:42
|
||
msgid "Default notifications system"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:44
|
||
msgid "Documents in Odoo (such as a CRM opportunity, a sales order, an invoice, etc.) have a discussion thread, called *chatter*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:47
|
||
msgid "When a database user posts a message in the chatter, this message is sent by email to the followers of the document as a notification (except to the sender). If a follower replies to the message, the reply updates the chatter, and Odoo relays another reply to the followers as a notification. Messages sent back to the chatter from users or external users will appear in the chatter from their respective email, or as the name listed in their *Contacts* record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:53
|
||
msgid "These notifications are sent using a default from address. For more information see :ref:`Use a default email address <email_communication/default>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:57
|
||
msgid "Manage outbound messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:59
|
||
msgid "As a system admin, go to :menuselection:`Settings --> General Settings --> Discuss` in Odoo, and enable the :guilabel:`Custom Email Servers` option. Then, click :guilabel:`Save`. Next, click :guilabel:`Outgoing Email Servers` and click :guilabel:`Create` to create a new outgoing mail server record in Odoo. Reference the SMTP data of the external email server. Once all the information has been filled out, click :guilabel:`Test Connection`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:70
|
||
msgid "Ensuring the outgoing domain has :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys Identified Mail)` and :abbr:`DMARC (Domain-based Message Authentication, Reporting, & Conformance)` set up on the :abbr:`DNS (Domain Name System)` will improve deliverability. For more information see :doc:`email_domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:78
|
||
msgid "Port restriction"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:80
|
||
msgid "Note that port 25 is blocked for security reasons on the Odoo Online and Odoo.sh platforms. Try using ports 465, 587, or 2525 instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:86
|
||
msgid "Use a default \"From\" email address"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:88
|
||
msgid "Sometimes, an email's \"From\" (outgoing) address can belong to a different domain, and that can be a problem."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:91
|
||
msgid "For example, if a customer with the email address `mary\\@customer.example.com` responds to a message, Odoo will try to redistribute that same email to the other subscribers in the thread. However, if the domain `customer.example.com` forbids that kind of usage for security, the email that Odoo is trying to redistribute would get rejected by some recipients' email servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:96
|
||
msgid "To avoid that problem, Odoo sends all emails using a \"From\" address from the same authorized domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:99
|
||
msgid "Access the :guilabel:`System Parameters` by activating :ref:`developer mode <developer-mode>` and going to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:102
|
||
msgid "To force the email address from which emails are sent, a combination of the following keys needs to be set in the system parameters of the database:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:105
|
||
msgid "`mail.default.from`: accepts the local part or a complete email address as value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:106
|
||
msgid "`mail.default.from_filter`: accepts a domain name or a full email address as value"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:109
|
||
msgid "The `mail.default.from_filter` works only for `odoo-bin` configurations or the default Odoo email server, otherwise this parameter can be set using the `from_filter` field on `ir.mail_server`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:112
|
||
msgid "The field can be a domain name or an entire email address, or it can remain empty. If the sender's email address does not match this set filter, then the email will be encapsulated using a combination of the two system parameters: `mail.default.from` and `mail.catchall.domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:117
|
||
msgid "In the following example, the from email address is replaced with the combination of the the two system parameters (`mail.default.from` and `mail.catchall.domain`). This is the default\\ notifications configuration in Odoo: ``“Admin” <admin@example.com>`` => ``“Admin” <notifications@mycompany.com>``."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:122
|
||
msgid "In other words if the email address of the author does not match `mail.default.from_filter`, the email address is replaced by `mail.default.from` (if it contains a full email address) or a combination of `mail.default.from` and `mail.catchall.domain`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:126
|
||
msgid "If the `from_filter` contains a full email address, and if the `mail.default.from` is the same as this address, then all of the email addresses that are different from `mail.default.from` will be encapsulated in `mail.default.from`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:133
|
||
msgid "Utilizing the \"From\" filter on an outgoing email server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:135
|
||
msgid "The :guilabel:`FROM Filtering` field allows for the use of a specific outgoing email server depending on the :guilabel:`From` email address or domain that Odoo is sending on behalf of. This setting can be used to improve the deliverability or sending success rate of emails sent from the database. Setting the :guilabel:`FROM Filtering` field can also be used to send from different domains in a multi-company environment. Access this field in Odoo by navigating to :menuselection:`Settings --> Discuss --> Custom Mail Servers --> Outgoing Mail Servers --> New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:-1
|
||
msgid "Outgoing email server settings and the FROM filter settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:146
|
||
msgid "When an email is sent from Odoo while the :guilabel:`FROM Filtering` field is set, an email server is chosen in the following sequence:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:149
|
||
msgid "First, Odoo searches for an email server that has the same :guilabel:`FROM Filtering` value as the :guilabel:`From` value (email address) defined in the outgoing email. For example, if the :guilabel:`From` value (email address) is `test\\@example.com`, only the email servers that have the :guilabel:`FROM Filtering` value equal to `test\\@example.com` are returned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:153
|
||
msgid "However, if no email servers are found that use the :guilabel:`From` value, then Odoo searches for an email server that has the same *domain* as the :guilabel:`From` value (email address) defined in the outgoing email. For example, if the :guilabel:`From` email address is `test\\@example.com`, only the email servers that have the :guilabel:`FROM Filtering` value equal to `example.com` are returned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:159
|
||
msgid "If no email servers are found after checking for the domain, then Odoo returns all email servers that do not have any :guilabel:`FROM Filtering` value(s) set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:162
|
||
msgid "Should this query return no results, then Odoo performs a search for an email server using the system parameter: `mail.default.from`. First, the email address listed attempts to match an email server, and then the domain attempts to find a match. If no email server is found, Odoo returns the first outgoing email server (sorted by priority)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:168
|
||
msgid "If several email servers are found, then Odoo uses the first one according to its priority. For example, if there are two email servers, one with a priority of `10` and the other with a priority of `20`, then the email server with a priority of `10` is used first."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:175
|
||
msgid "Set up different dedicated servers for transactional and mass emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:177
|
||
msgid "In Odoo a separate email server can be used for transactional emails and mass mailings. Example: Use Postmark or SendinBlue for transactional emails, and Amazon SES, Mailgun, Sendgrid or :doc:`Mailjet </administration/maintain/mailjet_api>` for mass mailings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:182
|
||
msgid "A default outgoing email server is already configured. Do not create an alternative one unless a specific external outgoing email server is needed for technical reasons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:185
|
||
msgid "To do this, first activate the :ref:`developer mode <developer-mode>`, and then go to :menuselection:`Settings --> Technical --> Outgoing` email servers. There, create two outgoing email server settings; one for the transactional emails and one for the mass mailing server. Make sure to give priority to the transactional server over the mass mailing server by providing a lower priority number for the transactional email server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:191
|
||
msgid "Now, go to :menuselection:`Email Marketing --> Settings` and enable :guilabel:`Dedicated Server`. Choose the appropriate email server. With these settings, Odoo uses the server with the lower priority for transactional emails, and the server here selected for mass mails. Note that in this case, the domain's Sender Policy Framework (SPF) records must be set to include both transactional and mass mail servers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:198
|
||
msgid ":doc:`email_domain`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:203
|
||
msgid "Manage inbound messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:205
|
||
msgid "Odoo relies on generic email aliases to fetch incoming messages."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:207
|
||
msgid "**Reply messages** of messages sent from Odoo are routed to their original discussion thread (and to the inbox of all its followers) by the alias of the model if there is any or by the catchall alias (**catchall@**). Replies to messages of models that don't have a custom alias will use the catchall alias (`catchall@mycompany.odoo.com`). The catchall address, however, does not have another action attached to it like other aliases might, it is only used to collect replies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:212
|
||
msgid "**Bounced messages** are used as a Return-Path. One example this is especially useful for is in `Odoo Email Marketing <https://www.odoo.com/page/email-marketing>`__. In this case bounces are opt-out based on if the email bounced too many times (5) in the last month and the bounces are separated by one week. This is done to avoid blacklisting someone because of a mail server error. If these circumstances are met then the email is considered invalid and is blacklisted. A log note is added on the contact under :guilabel:`Blacklisted Email Addresses` on the :guilabel:`Email Marketing Configuration Menu`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:220
|
||
msgid "Messages that bounce in the chatter (outside of Email Marketing) will populate a red envelope indicating the failed delivery. This can be helpful to know that a Sales Order or an Invoice did not reach its final destination."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:223
|
||
msgid "**Original messages**: several business objects have their own alias to create new records in Odoo from incoming emails:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:226
|
||
msgid "Sales channel (to create *Leads* or *Opportunities* in `Odoo CRM <https://www.odoo.com/page/ crm>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:228
|
||
msgid "Support channel (to create *Tickets* in `Odoo Helpdesk <https://www.odoo.com/page/helpdesk>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:229
|
||
msgid "Projects (to create new *Tasks* in `Odoo Project <https://www.odoo.com/page /project-management>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:231
|
||
msgid "Job positions (to create *Applicants* in `Odoo Recruitment <https://www.odoo.com/page /recruitment>`_)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:234
|
||
msgid "Depending on the mail server, there might be several methods to fetch emails. The easiest and most recommended method is to manage one email address per Odoo alias in the mail server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:237
|
||
msgid "Create the corresponding email addresses in the mail server (**catchall@**, **bounce@**, **sales@**, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:239
|
||
msgid "Set the :guilabel:`Alias Domain` name in :menuselection:`Settings --> General Settings --> Discuss`. Changing the :guilabel:`Alias Domain` will change the catchall's domain for the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:242
|
||
msgid "If the database's hosting type is Odoo on-premise, create an :guilabel:`Incoming Mail Server` in Odoo for each alias. To create a new incoming server go to: :menuselection:`Settings --> Discuss --> Custom Mail Servers --> Incoming Mail Servers --> New` Fill out the form according to the email provider's settings. Leave the :guilabel:`Actions to Perform on Incoming Mails` field blank. Once all the information has been filled out, click on :guilabel:`TEST & CONFIRM`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:0
|
||
msgid "Incoming mail server configuration on Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:252
|
||
msgid "If the database's hosting type is Odoo Online or Odoo.sh, redirecting or forwarding incoming messages to Odoo's domain name instead of the external email server is recommended. That way, incoming messages can be received without delay. Redirections for all email addresses should be set to Odoo's domain name in the email server (e.g. `catchall\\@mydomain.ext` to `catchall\\@mycompany.odoo.com`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:258
|
||
msgid "All the aliases are customizable in Odoo. Object aliases can be edited from their respective configuration view by navigating to :menuselection:`Settings --> Technical Menu --> Email --> Aliases`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:262
|
||
msgid "To edit catchall and bounce aliases, first activate the :ref:`developer mode <developer-mode>`. Then, go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters` to customize the aliases (`mail.catchall.alias` & `mail.bounce.alias`). These types of changes should be completed prior to the database going live. If a customer replies after a change is made then the system will not recognize the old alias and the reply won't be received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:268
|
||
msgid "By default, inbound messages are fetched every 5 minutes for on-premise databases."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_servers.rst:271
|
||
msgid "This value can be changed in :ref:`developer mode <developer-mode>`. Go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and look for :guilabel:`Mail: Fetchmail Service`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:3
|
||
msgid "Email Templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:5
|
||
msgid "We all know writing good emails is vital to get a high response rate, but you do not want to rewrite the same structure every time, do you? That is where email templates come in. Without the need to rewrite the entire email structure every time, you save time to focus on the content. Multiple templates also let you deliver the right message to the right audience, improving their overall experience with the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:12
|
||
msgid "The email templates use QWeb. The composer allows you to edit emails in their final rendering, making customizations more robust as you don’t have to edit code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:16
|
||
msgid "Defining a default reply to on your mail template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:18
|
||
msgid "Although the field *reply to* is available within the mail templates, **this field is only used for mass mailing** mode (this means when sending templates on what we call bulk emailing). You can send emails in bulk in almost every app that has a list view. Select the records you want and click on the action button. If you have an option to send an email, you will see a mail composer with possible values to define:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:-1
|
||
msgid "Composer in mass mailing mode after selecting multiple quotations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:28
|
||
msgid "You can also define them by default on the template:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:-1
|
||
msgid "Reply-to field on template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:34
|
||
msgid "Because of this, setting a value in this field is useless as the value defined will be totally ignored. The default *reply-to* value is the default catchall email address to ensure a communication between your customer and your Odoo database. For more information about the way the catchall works, please check :ref:`how to manage inbound messages <email_communication/inbound_messages>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:40
|
||
msgid "Transactional emails and corresponding URL for each company"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:42
|
||
msgid "When using Odoo, multiple events trigger the sending of automated emails. These emails are known as transactional emails and sometimes contain links pointing to your Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:45
|
||
msgid "By default, links generated by the database use the dynamic web.base.url key defined in the system parameters. More information about this :ref:`parameter <domain-name/web-base-url>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:48
|
||
msgid "If the website application isn't installed, the web.base.url key will always be the default parameter used to generate all the links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:51
|
||
msgid "It’s important to know that this key can only have a single value, meaning that in a multi-website/company database environment, even if you have a specific domain name for each website, the links generated to share a document or within a transactional email might remain the same, whatever the website/company related to the sending of the email/document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:56
|
||
msgid "This is not always the case as some Odoo applications have a link established in the database with the website application, meaning that in this case, if a specific domain is defined for the websites, the URL generated in the email template will use the domain defined on the corresponding website of the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:62
|
||
msgid "A document shared using the documents application will always use the web.base.url key, as the document shared isn't associated with any particular website. Meaning that the URL will always be the same (the web.base.url key value), whatever the company it's shared from, this is a known limitation!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:67
|
||
msgid "On the other hand, sales orders made by a customer on one of your Odoo e-commerce websites have a link established with the website from which the order was made. As a result, the e-mail sent for the sales orders uses the domain name defined for the corresponding website to generate the links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:71
|
||
msgid "For more information about how to configure your domains, we invite you to check :doc:`our domain name documentation </administration/maintain/domain_names>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:75
|
||
msgid "Updating translations within email templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:77
|
||
msgid "Email templates are automatically translated. Changing the translations shouldn’t be necessary. However, if for a specific reason you’d like to change some of the translations, this can be done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:80
|
||
msgid "Like any modification in the code, keep in mind that modifications that aren’t done correctly (for example modifications leading to bad syntax) can break the template, as a result, the template will appear blank."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:84
|
||
msgid "In order to edit your translations, follow these steps from the template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:86
|
||
msgid "Click on the edit button, then on the language button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:0
|
||
msgid "Edit the language of a template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:92
|
||
msgid "A pop-up window with the different languages installed on the database will be displayed. From here, editing the translations will be possible. Don't forget to hit the save button to preserve your changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/email_template.rst:0
|
||
msgid "Translation of the body of the Application template in the different languages installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:3
|
||
msgid "FAQ"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:5
|
||
msgid "This document contains an explanation of the most recurring mailing concerns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:7
|
||
msgid "We will start by addressing issues of outgoing emails (ex: my client has not received my email), and then, of incoming emails (ex: I do not receive responses from my customers in the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:11
|
||
msgid "Outgoing emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:16
|
||
msgid "What do you have to check if your email is not sent?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:18
|
||
msgid "The first indicator showing you that the email has not been sent is the red envelope next to the date and time of the message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:-1
|
||
msgid "Red envelope displayed in chatter"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:26
|
||
msgid "Common error messages"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:31
|
||
msgid "You reached your daily limit:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:-1
|
||
msgid "Warning in Odoo upon email limit reached"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:37
|
||
msgid "Each email service provider has its own email sending limits. The limits may be daily, hourly, and sometimes even per minute. This is the same for Odoo, we have to limit our customers to prevent our e-mail servers from being blacklisted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:41
|
||
msgid "Here are the default limits for new databases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:43
|
||
msgid "200 emails/day for Odoo Online and Odoo.sh databases with an active subscription,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:45
|
||
msgid "50 emails/day for one-app free and trial databases,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:47
|
||
msgid "in case of migration, your daily limit might be reset to 50 emails a day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:49
|
||
msgid "In case you hit the limit, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:51
|
||
msgid "Ask our support team to increase your daily limit. We will analyze the situation of your database depending on (non-exhaustive list):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:54
|
||
msgid "How many users in your database,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:55
|
||
msgid "Which apps are installed,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:56
|
||
msgid "Your bounce rate: the percentage of email addresses that did not receive your emails because it was returned by a mail server on its way to the final recipient. You can contact the `support <https://www.odoo.com/help>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:60
|
||
msgid "Use your own outgoing email server to be independent of Odoo’s mail limit (please refer to :doc:`the corresponding documentation </applications/general/email_communication/email_servers>`),"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:62
|
||
msgid "Wait until 11pm UTC for the reset and click on the retry button: The :ref:`Developer mode <developer-mode>` must be activated. Then, go to :menuselection:`Settings --> Technical --> Emails`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:-1
|
||
msgid "Retry button of an emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:70
|
||
msgid "The daily limit is global to your database and can rise quickly! By default an internal message, a notification, a note, etc. counts as an email in your daily limit if it notifies someone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:73
|
||
msgid "You can mitigate this by receiving your :ref:`notifications in Odoo <discuss_app/notification_preferences>` instead of by emails."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:77
|
||
msgid "SMTP Error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:79
|
||
msgid "You can find out why an email wasn't transmitted successfully by reviewing the Simple Mail Transport Protocol (SMTP) error messages. SMTP is a protocol to describe the email structure and transmit it over the Internet, and the error messages generated by email services are helpful tools to diagnose and troubleshoot email problems."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:85
|
||
msgid "No Error"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:87
|
||
msgid "Odoo is not always capable of providing information for the reason it failed. The different providers implement a personalized policy of the bounce emails and it is not always possible for Odoo to interpret it correctly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:91
|
||
msgid "If you have this problem on a recurring basis with the same client or the same domain, please do not hesitate to contact `Odoo Support <https://www.odoo.com/help>`_ for help in finding a reason."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:94
|
||
msgid "Note: in such case, one of the most common reasons is related to :ref:`SPF <email_communication/spf_compliant>` and/or :ref:`DKIM <email_communication/DKIM_compliant>` configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:98
|
||
msgid "Why is my email sent late?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:100
|
||
msgid "It may happen that you schedule an email campaign but it is not sent on time. We know that we use a delayed job to send emails that we consider as not urgent (Newsletters concept such as mass mailing, marketing automation, events). The system utility **cron** can be used to schedule programs to run automatically at predetermined intervals. We use that policy in order to avoid cluttering the mail servers and prioritize the communication."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:106
|
||
msgid "The emails considered urgent (communication from one person to another one such as Sales Orders, Invoices, Purchase Orders, etc.) are sent directly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:-1
|
||
msgid "Email scheduled to be sent later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:113
|
||
msgid "By default, the Mass Mailing cron runs every 60 minutes. So, you should wait maximum an hour before the campaign is actually sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:117
|
||
msgid "Incoming emails"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:119
|
||
msgid "When you have an issue with incoming emails, there might not be an indication per se in Odoo. This is the client who tries to contact a database who will get a bounce (most of the time 550: mailbox unavailable)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:124
|
||
msgid "Emails are not received"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:126
|
||
msgid "Depending on the platform you are using:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:128
|
||
msgid "The **Odoo.sh** users can find their live logs on the folder :file:`~/logs/`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:130
|
||
msgid "The folder :file:`~/logs/` (preferably accessed by the command line) of an Odoo.sh contains a list of files containing the logs of the database. The log files are created everyday at 5:00 AM UTC. The two last days are not compressed, while the older ones are, in order to gain space. The naming of the files for Today and Yesterday are :file:`odoo.log` and :file:`odoo.log.1`. For the following, they are named with their dates and compressed. See the Odoo.sh documentation about :ref:`logs <odoosh/logs>`. Use the command ``grep`` and ``zgrep`` (for the compressed ones) to search through the files."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:138
|
||
msgid "**Odoo Online** users won’t have access to their logs. However you can still contact `Odoo Support <https://www.odoo.com/help>`_ , if you have a recurring issue with the same client or domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:143
|
||
msgid "Get help from support"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:145
|
||
msgid "In order to get helped efficiently, please provide as much information as possible. Here is a list of what can be helpful:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:148
|
||
msgid "The **EML** of the email, stating for *Electronic Mail*, is the file format containing all the technical information required for an investigation. The documentation of your own email provider might help you on how to get your EML files. Once you get the EML of the email, adding it in the attachment of your ticket is the most efficient way for us to investigate. The support will mainly focus on redundant issues."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:155
|
||
msgid "`Gmail documentation <https://support.google.com/mail/answer/29436>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:157
|
||
msgid "`Outlook documentation <https://support.microsoft.com/en-us/office/view-internet-message-headers-in-outlook-cd039382-dc6e-4264-ac74-c048563d212c#tab=Web>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:160
|
||
msgid "The exact flow you are following in order to normally receive those emails in Odoo. Here are examples of questions whose answers can be useful:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:163
|
||
msgid "Is this simply a reply from an email going out from Odoo ?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:165
|
||
msgid "Are you using an incoming email server or somehow redirecting?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:167
|
||
msgid "Can you provide us with an example of an email that has been correctly forwarded ?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:169
|
||
msgid "Providing answers to the following questions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:171
|
||
msgid "Is it a generic issue or is it specific to a use case? If yes, which one exactly?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/email_communication/faq.rst:173
|
||
msgid "Is it working as expected? In case the email is sent using Odoo, the bounce email should reach the Odoo database and display the :ref:`red envelope <red_envelop>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:3
|
||
msgid "Export and import data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:8
|
||
msgid "Export data from Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:10
|
||
msgid "When working with a database, it sometimes is necessary to export your data in a distinct file. Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy reporting tool with each available application)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:14
|
||
msgid "With Odoo, you can export the values from any field in any record. To do so, activate the list view on the items that need to be exported, click on *Action*, and, then, on *Export*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:-1
|
||
msgid "view of the different things to enable/click to export data"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:22
|
||
msgid "Pretty simple, this action still comes with some specificities. In fact, when clicking on *Export*, a pop-up window appears with several options for the data to export:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:-1
|
||
msgid "overview of all the options to take into account when exporting data in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:30
|
||
msgid "With the *I want to update data* option ticked, the system only shows the fields which can be imported. This is very helpful in case you want to update existing records. Basically, this works like a filter. Leaving the box unticked gives way more field options because it shows all the fields, not just the ones which can be imported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:36
|
||
msgid "When exporting, you can choose between two formats: .csv and .xls. With .csv, items are separated with a comma, while .xls holds information about all the worksheets in a file, including both content and formatting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:39
|
||
msgid "Those are the items you may want to export. Use the arrows to display more sub-field options. Of course, you can use the search bar to find specific fields more easily. To use the search option more efficiently, display all the fields by clicking on all the arrows!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:44
|
||
msgid "The + button is there to add fields to the \"to export\" list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:45
|
||
msgid "The \"handles\" next to the selected fields allow you to move the fields up and down to change the order in which they must be displayed in the exported file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:48
|
||
msgid "The trashcan is there if you need to remove fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:49
|
||
msgid "For recurring reports, it might be interesting to save export presets. Select all the needed ones and click on the template bar. There, click on *New template* and give a name to yours. The next time you need to export the same list, simply select the related template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:56
|
||
msgid "It’s good to keep the field’s external identifier in mind. For example, *Related Company* is equal to *parent_id*. Doing so helps export only what you would like to import next."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:63
|
||
msgid "Import data into Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:66
|
||
msgid "How to start"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:68
|
||
msgid "You can import data on any Odoo's business object using either Excel (.xlsx) or CSV (.csv) formats: contacts, products, bank statements, journal entries and even orders!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:72
|
||
msgid "Open the view of the object you want to populate and click on :menuselection:`Favorites --> Import records`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:78
|
||
msgid "There you are provided with templates you can easily populate with your own data. Such templates can be imported in one click; The data mapping is already done."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:83
|
||
msgid "How to adapt the template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:85
|
||
msgid "Add, remove and sort columns to fit at best your data structure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:86
|
||
msgid "We advise to not remove the **ID** one (see why in the next section)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:87
|
||
#: ../../content/applications/general/export_import_data.rst:376
|
||
msgid "Set a unique ID to every single record by dragging down the ID sequencing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:92
|
||
msgid "When you add a new column, Odoo might not be able to map it automatically if its label doesn't fit any field in Odoo. Don't worry! You can map new columns manually when you test the import. Search the list for the corresponding field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:100
|
||
msgid "Then, use this field's label in your file in order to make it work straight on the very next time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:104
|
||
msgid "How to import from another application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:106
|
||
msgid "In order to re-create relationships between different records, you should use the unique identifier from the original application and map it to the **ID** (External ID) column in Odoo. When you import another record that links to the first one, use **XXX/ID** (XXX/External ID) to the original unique identifier. You can also find this record using its name but you will be stuck if at least 2 records have the same name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:114
|
||
msgid "The **ID** will also be used to update the original import if you need to re-import modified data later, it's thus good practice to specify it whenever possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:120
|
||
msgid "I cannot find the field I want to map my column to"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:122
|
||
msgid "Odoo tries to find with some heuristic, based on the first ten lines of the files, the type of field for each column inside your file. For example if you have a column only containing numbers, only the fields that are of type *Integer* will be displayed for you to choose from. While this behavior might be good and easy for most cases, it is also possible that it goes wrong or that you want to map your column to a field that is not proposed by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:131
|
||
msgid "If that happens, you just have to check the ** Show fields of relation fields (advanced)** option, you will then be able to choose from the complete list of fields for each column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:139
|
||
msgid "Where can I change the date import format?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:141
|
||
msgid "Odoo can automatically detect if a column is a date, and it will try to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats will not be recognized. This can cause confusion due to day-month inversions; it is difficult to guess which part of a date format is the day and which part is the month in a date such as '01-03-2016'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:147
|
||
msgid "To view which date format Odoo has found from your file you can check the **Date Format** that is shown when clicking on **Options** under the file selector. If this format is incorrect you can change it to your liking using the *ISO 8601* to define the format."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:152
|
||
msgid "If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the display of dates in excel is different from the way it is stored. That way you will be sure that the date format is correct in Odoo whatever your locale date format is."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:157
|
||
msgid "Can I import numbers with currency sign (e.g.: $32.00)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:159
|
||
msgid "Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you use (you can change those under **options**). If you use a currency symbol that is not known to Odoo, it might not be recognized as a number though and it will crash."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:164
|
||
msgid "Examples of supported numbers (using thirty-two thousands as an example):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:166
|
||
msgid "32.000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:167
|
||
msgid "32000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:168
|
||
msgid "32,000.00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:169
|
||
msgid "-32000.00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:170
|
||
msgid "(32000.00)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:171
|
||
msgid "$ 32.000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:172
|
||
msgid "(32000.00 €)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:174
|
||
msgid "Example that will not work:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:176
|
||
msgid "ABC 32.000,00"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:177
|
||
msgid "$ (32.000,00)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:180
|
||
msgid "What can I do when the Import preview table isn't displayed correctly?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:182
|
||
msgid "By default the Import preview is set on commas as field separators and quotation marks as text delimiters. If your csv file does not have these settings, you can modify the File Format Options (displayed under the Browse CSV file bar after you select your file)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:186
|
||
msgid "Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You will need to change the file format options in your spreadsheet application. See the following question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:191
|
||
msgid "How can I change the CSV file format options when saving in my spreadsheet application?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:193
|
||
msgid "If you edit and save CSV files in spreadsheet applications, your computer's regional settings will be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:198
|
||
msgid "Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As' dialog box --> click 'Tools' dropdown list --> Encoding tab`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:202
|
||
msgid "What's the difference between Database ID and External ID?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:204
|
||
msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When you want to import such fields, Odoo will have to recreate links between the different records. To help you import such fields, Odoo provides three mechanisms. You must use one and only one mechanism per field you want to import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:209
|
||
msgid "For example, to reference the country of a contact, Odoo proposes you 3 different fields to import:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:211
|
||
msgid "Country: the name or code of the country"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:212
|
||
msgid "Country/Database ID: the unique Odoo ID for a record, defined by the ID postgresql column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:213
|
||
msgid "Country/External ID: the ID of this record referenced in another application (or the .XML file that imported it)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:216
|
||
msgid "For the country Belgium, you can use one of these 3 ways to import:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:218
|
||
msgid "Country: Belgium"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:219
|
||
msgid "Country/Database ID: 21"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:220
|
||
msgid "Country/External ID: base.be"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:222
|
||
msgid "According to your need, you should use one of these 3 ways to reference records in relations. Here is when you should use one or the other, according to your need:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:225
|
||
msgid "Use Country: This is the easiest way when your data come from CSV files that have been created manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:227
|
||
msgid "Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as it's main advantage is to never have conflicts (you may have several records with the same name, but they always have a unique Database ID)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:230
|
||
msgid "Use Country/External ID: Use External ID when you import data from a third party application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:232
|
||
msgid "When you use External IDs, you can import CSV files with the \"External ID\" column to define the External ID of each record you import. Then, you will be able to make a reference to that record with columns like \"Field/External ID\". The following two CSV files give you an example for Products and their Categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:237
|
||
msgid ":download:`CSV file for categories <export_import_data/External_id_3rd_party_application_product_categories.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:240
|
||
msgid ":download:`CSV file for Products <export_import_data/External_id_3rd_party_application_products.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:244
|
||
msgid "What can I do if I have multiple matches for a field?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:246
|
||
msgid "If for example you have two product categories with the child name \"Sellable\" (ie. \"Misc. Products/Sellable\" & \"Other Products/Sellable\"), your validation is halted but you may still import your data. However, we recommend you do not import the data because they will all be linked to the first 'Sellable' category found in the Product Category list (\"Misc. Products/Sellable\"). We recommend you modify one of the duplicates' values or your product category hierarchy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:252
|
||
msgid "However if you do not wish to change your configuration of product categories, we recommend you use make use of the external ID for this field 'Category'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:256
|
||
msgid "How can I import a many2many relationship field (e.g. a customer that has multiple tags)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:258
|
||
msgid "The tags should be separated by a comma without any spacing. For example, if you want your customer to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode \"Manufacturer,Retailer\" in the same column of your CSV file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:262
|
||
msgid ":download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:266
|
||
msgid "How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:268
|
||
msgid "If you want to import sales order having several order lines; for each order line, you need to reserve a specific row in the CSV file. The first order line will be imported on the same row as the information relative to order. Any additional lines will need an additional row that does not have any information in the fields relative to the order. As an example, here is ``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import, based on demo data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:275
|
||
msgid ":download:`File for some Quotations <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:277
|
||
msgid "The following CSV file shows how to import purchase orders with their respective purchase order lines:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:280
|
||
msgid ":download:`Purchase orders with their respective purchase order lines <export_import_data/o2m_purchase_order_lines.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:282
|
||
msgid "The following CSV file shows how to import customers and their respective contacts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:284
|
||
msgid ":download:`Customers and their respective contacts <export_import_data/o2m_customers_contacts.csv>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:287
|
||
msgid "Can I import several times the same record?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:289
|
||
msgid "If you import a file that contains one of the column \"External ID\" or \"Database ID\", records that have already been imported will be modified instead of being created. This is very useful as it allows you to import several times the same CSV file while having made some changes in between two imports. Odoo will take care of creating or modifying each record depending if it's new or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:294
|
||
msgid "This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your favorite spreadsheet application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:298
|
||
msgid "What happens if I do not provide a value for a specific field?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:300
|
||
msgid "If you do not set all fields in your CSV file, Odoo will assign the default value for every non defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY value in the field, instead of assigning the default value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:305
|
||
msgid "How to export/import different tables from an SQL application to Odoo?"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:307
|
||
msgid "If you need to import data from different tables, you will have to recreate relations between records belonging to different tables. (e.g. if you import companies and persons, you will have to recreate the link between each person and the company they work for)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:311
|
||
msgid "To manage relations between tables, you can use the \"External ID\" facilities of Odoo. The \"External ID\" of a record is the unique identifier of this record in another application. This \"External ID\" must be unique across all the records of all objects, so it's a good practice to prefix this \"External ID\" with the name of the application or table. (like 'company_1', 'person_1' instead of '1')"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:317
|
||
msgid "As an example, suppose you have a SQL database with two tables you want to import: companies and persons. Each person belong to one company, so you will have to recreate the link between a person and the company he work for. (If you want to test this example, here is a :download:`dump of such a PostgreSQL database <export_import_data/database_import_test.sql>`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:322
|
||
msgid "We will first export all companies and their \"External ID\". In PSQL, write the following command:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:328
|
||
msgid "This SQL command will create the following CSV file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:337
|
||
msgid "To create the CSV file for persons, linked to companies, we will use the following SQL command in PSQL:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:343
|
||
msgid "It will produce the following CSV file:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:353
|
||
msgid "As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and Eric is working for the Organi company. The relation between persons and companies is done using the External ID of the companies. We had to prefix the \"External ID\" by the name of the table to avoid a conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the original database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:359
|
||
msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are linked to the first company). You must first import the companies and then the persons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:364
|
||
msgid "How to adapt an import template"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:366
|
||
msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:372
|
||
msgid "How to customize the file"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:374
|
||
msgid "Remove columns you don't need. We advise to not remove the *ID* one (see why here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:381
|
||
msgid "When you add a new column, Odoo might not be able to map it automatically if its label doesn't fit any field of the system. If so, find the corresponding field using the search."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:388
|
||
msgid "Then, use the label you found in your import template in order to make it work straight away the very next time you try to import."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:392
|
||
msgid "Why an “ID” column"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:394
|
||
msgid "The **ID** (External ID) is an unique identifier for the line item. Feel free to use the one of your previous software to ease the transition to Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:397
|
||
msgid "Setting an ID is not mandatory when importing but it helps in many cases:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:399
|
||
msgid "Update imports: you can import the same file several times without creating duplicates;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:400
|
||
msgid "Import relation fields (see here below)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:403
|
||
msgid "How to import relation fields"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/export_import_data.rst:405
|
||
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/general/export_import_data.rst:409
|
||
msgid "You can do it using either the name of the related record or its ID. The ID is expected when two records have the same name. In such a case add \" / ID\" at the end of the column title (e.g. for product attributes: Product Attributes / Attribute / ID)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:3
|
||
msgid "In-App Purchase (IAP)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:5
|
||
msgid "In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you to send SMS Text Messages or to send Invoices by post directly from my database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:11
|
||
msgid "Buying Credits"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:13
|
||
msgid "Each IAP Service relies on prepaid credits to work and has its own pricing. To consult my current balance or to recharge my account, go to :menuselection:`Settings --> Odoo IAP --> View my Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:21
|
||
msgid "If I am on Odoo Online and have the Enterprise version, I benefit from free credits to test our IAP features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:25
|
||
msgid "IAP accounts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:27
|
||
msgid "Credits to use IAP services are stored on IAP accounts, which are specific to each service and database. By default, IAP accounts are common to all companies, but can be restricted to specific ones. Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Technical Settings --> IAP Account`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:36
|
||
msgid "IAP Portal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:38
|
||
msgid "The IAP Portal is a platform regrouping my IAP Services. It is accessible from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, I can view my current balance, recharge my credits, review my consumption and set a reminder to when credits are low."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:46
|
||
msgid "Get notified when credits are low"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:48
|
||
msgid "To be notified when it’s time to recharge my credits, I’ll go to my IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and mark the Receive threshold warning option. Then, I’ll provide a minimum amount of credits and email addresses. Now, every time that the limit is reached, an automatic reminder will be sent to by email!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:58
|
||
msgid "IAP services available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:60
|
||
msgid "Different services are available depending on the hosting type of your Database:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:62
|
||
msgid "*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail, Reveal and Partner Autocomplete features);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:64
|
||
msgid "*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party apps can be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:68
|
||
msgid "Offering my own services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/in_app_purchase.rst:70
|
||
msgid "I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole initial purchase. Please, find more information at: :doc:`/developer/howtos/provide_iap_services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:5
|
||
msgid "You can find under the :guilabel:`Reporting` menu of most apps several reports that let you analyze and visualize your records' data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:11
|
||
msgid "Selecting a view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:13
|
||
msgid "Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view fully tailored to the report is available, while several views are available for others. However, two generic views are dedicated to reporting: the graph and pivot views."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:20
|
||
msgid "Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:22
|
||
msgid "The :ref:`graph view <reporting/using-graph>` is used to visualize your records' data, helping you identify patterns and trends. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **graph view button** located at the top right to access it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:-1
|
||
msgid "Selecting the graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:34
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:36
|
||
msgid "The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your records' data and break it down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **pivot view button** located at the top right to access it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:-1
|
||
msgid "Selecting the pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:47
|
||
msgid "Choosing measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:49
|
||
msgid "After selecting a view, you should ensure only the relevant records are :doc:`filtered <search>`. Next, you should choose what is measured. By default, a measure is always selected. If you wish to edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:54
|
||
msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer <studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:60
|
||
msgid "After choosing what you want to measure, you can define how the data should be :ref:`grouped <search/group>` depending on the dimension you want to analyze. By default, the data is often grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:65
|
||
msgid "When you filter a single time period, the option to compare it against another one appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Using the comparison option"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:75
|
||
msgid "Select measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:77
|
||
msgid "Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Selecting different measures on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:85
|
||
msgid "Group measures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:87
|
||
msgid "You could group the measures by :guilabel:`Product Category` at the level of rows on the previous Sales Analysis report example."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Adding a group on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:97
|
||
msgid "Using the pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:99
|
||
msgid "Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the :guilabel:`Total` header at the level of rows *and* columns, and then select one of the **preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:105
|
||
msgid "Once you have added a group, you can add new ones on the opposite axis or the newly created subgroups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:109
|
||
msgid "You could further divide the measures on the previous Sales Analysis report example by the :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / Office Furniture` product category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Adding multiple groups on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:118
|
||
msgid "Switch the rows and columns' groups by clicking the flip axis button (:guilabel:`⇄`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:119
|
||
msgid "Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:120
|
||
msgid "Download a `.xlsx` version of the pivot by clicking the download button (:guilabel:`⭳`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:125
|
||
msgid "Using the graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:127
|
||
msgid "Three graphs are available, the bar, line, and pie charts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:129
|
||
msgid "**Bar charts** are used to show the distribution or a comparison of several categories. They are especially useful as they can deal with larger data sets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:132
|
||
msgid "**Line charts** are useful to show changing time series and trends over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:134
|
||
msgid "**Pie charts** are used to show the distribution or a comparison of a small number of categories when they form a meaningful whole."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:139
|
||
msgid "Bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:145
|
||
msgid "Line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:151
|
||
msgid "Pie chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Viewing the Sales Analysis report as a pie chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:158
|
||
msgid "For bar and line charts, you can use the stacked option when you have at least two groups, which then appear on top of each other instead of next to each other."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:163
|
||
msgid "Stacked bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Stacked bar chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:169
|
||
msgid "Regular bar chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Non-stacked bar chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:175
|
||
msgid "For line charts, you can use the cumulative option to sum values, which is especially useful to show the change in growth over a time period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:180
|
||
msgid "Cumulative line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Cumulative line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:186
|
||
msgid "Regular line chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/reporting.rst:0
|
||
msgid "Regular line chart example"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:3
|
||
msgid "Search and filter records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:5
|
||
msgid "Odoo uses filters to include only the most relevant records depending on the purpose of the view you are on. However, you can edit the default filter or search for specific values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:11
|
||
msgid "Preconfigured filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:13
|
||
msgid "You can modify the default selection of records by clicking :guilabel:`Filters` and selecting one or several **preconfigured filters**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:17
|
||
msgid "On the Sales Analysis report, only records at the sales order stage are selected by default. However, you could *also* include records at the quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could *only* include records from a specific year, for example *2022*, by selecting :menuselection:`Order Date --> 2022`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Using preconfigured filters on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:27
|
||
msgid "If you select preconfigured filters from the same group (i.e., that are *not* separated by an horizontal line), the records can match *any* condition to be included. However, if you select filters from different groups, the records have to match *all* condition to be included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:34
|
||
msgid "Custom filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:36
|
||
msgid "You can create custom filters using most fields present on the model by clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, an operator, a value, and clicking :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:41
|
||
msgid "You could *only* include records from a single salesperson on the Sales Analysis report, for example *Mitchell Admin*, by selecting :guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the operator, and typing `Mitchell Admin` as the value."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Using a custom filter on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:50
|
||
msgid "If the records should *only* match one of several conditions, click :guilabel:`Add a condition` before applying a custom filter. If the records should match *all* conditions, add new custom filters instead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:57
|
||
msgid "Search for values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:59
|
||
msgid "You can use the search field to quickly look for specific values and add them as a filter. Either type the full value you are searching for and select the desired field, or type a part of the value, click the dropdown button (:guilabel:`⏵`) before the chosen field, and select the exact value you are looking for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:65
|
||
msgid "Instead of adding a custom filter to select records where *Mitchell Admin* is the salesperson on the Sales Analysis report, you could search for `Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Searching for a specific value on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:75
|
||
msgid "Using the search field is equivalent to using the *contains* operator when adding a custom filter. If you enter a partial value and directly select the desired field, *all* records containing the characters you typed for the selected field will be included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:82
|
||
msgid "Group records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:84
|
||
msgid "You can click :guilabel:`Group By` below the search field to cluster records together according to one of the **preconfigured groups**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:88
|
||
msgid "You could group the records by salesperson on the Sales Analysis report by clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No records are filtered out."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:0
|
||
msgid "Grouping records on the Sales Analysis report"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:95
|
||
msgid "You can also **custom groups** by using a wide selection of fields present on the model. To do so, click :menuselection:`Group By --> Add Custom Group`, select a field, and click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/search.rst:99
|
||
msgid "You can use several groups at the same time. The first group you select is the main cluster, the next one you add further divides the main group's categories, and so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users.rst:5
|
||
msgid "Users and companies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users.rst:7
|
||
msgid "Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as many users as you need and, in order to restrict the type of information each user can access, rules can be applied. Users and access rights can be added and changed at any point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:3
|
||
msgid "Access Rights"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:5
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Settings --> Users & Companies --> Groups`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:9
|
||
msgid "Groups"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:14
|
||
msgid "When choosing the groups the user can have access under :ref:`Access Rights <users/add-individual>`, details of the rules and inheritances of that group are not shown, so this is when the menu *Groups* comes along. *Groups* are created to define rules to models within an application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:16
|
||
msgid "Under *Users*, have a list of the current ones. The ones with administrative rights are shown in black."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:-1
|
||
msgid "View of a group’s form emphasizing the tab users in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:22
|
||
msgid "*Inherited* means that users added to this application group are automatically added to the following ones. In the example below, users who have access to the group *Administrator* of *Sales* also have access to *Website/Restricted Editor* and *Sales/User: All Documents*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:-1
|
||
msgid "View of a group’s form emphasizing the tab inherited in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:32
|
||
msgid "Remember to always test the settings being changed in order to ensure that they are being applied to the needed and right users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:35
|
||
msgid "The *Menus* tab is where you define which menus (models) the user can have access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:-1
|
||
msgid "View of a group’s form emphasizing the tab menus in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:42
|
||
msgid "*Access Rights* rules are the first level of rights. The field is composed of the object name, which is the technical name given to a model. For each model, enable the following options as appropriate:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:45
|
||
msgid "*Read*: the values of that object can be only seen by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:46
|
||
msgid "*Write*: the values of that object can be edited by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:47
|
||
msgid "*Create*: values for that object can be created by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:48
|
||
msgid "*Delete*: the values of that object can be deleted by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:-1
|
||
msgid "View of a group’s form emphasizing the tab access rights in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:55
|
||
msgid "As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite, or refine, the *Access Rights*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:58
|
||
msgid "A record rule is written using a *Domain*. Domains are conditions used to filter or searching data. Therefore, a domain expression is a list of conditions. For each rule, choose among the following options: *Read*, *Write*, *Create* and *Delete* values."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:-1
|
||
msgid "View of a group’s form emphasizing the tab record rules in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/access_rights.rst:65
|
||
msgid "Making changes in access rights can have a big impact on the database. For this reason, we recommend you to contact your Odoo Business Analyst or our Support Team, unless you have knowledge about Domains in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:3
|
||
msgid "Companies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:5
|
||
msgid "A centralized management environment allows you to select multiple companies simultaneously and set their specific warehouses, customers, equipment, and contacts. It provides you the ability to generate reports of aggregated figures without switching interfaces, which facilitates daily tasks and the overall management process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:11
|
||
msgid "Manage companies and records"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:13
|
||
msgid "Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your company’s information. If a *Parent Company* is selected, records are shared between the two companies (as long as both environments are active)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "Overview of a new company's form in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:22
|
||
msgid "Activate the :ref:`developer mode <developer-mode>` to choose a *Favicon* for each of your companies, and easily identify them by the browser tabs. Set your favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:0
|
||
msgid "View of a web browser and the favicon for a specific company chosen in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:31
|
||
msgid "Switch between or select multiple companies by enabling their selection boxes to activate them. The grayed company is the one which environment is in use. To switch environments, click on the company’s name. In the example below, the user has access to three companies, two are activated, and the environment in use is of *JS Store US*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of the companies menu through the main dashboard in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:40
|
||
msgid "Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific company only. To do so, on their forms, choose between:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:43
|
||
msgid "*A blank field*: the record is shared within all companies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:44
|
||
msgid "*Adding a company*: the record is visible to users logged in to that specific company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of a product's form emphasizing the company field in Odoo Sales"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:51
|
||
msgid "Employees' access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:53
|
||
msgid "Once companies are created, manage your employees' :doc:`Access Rights <access_rights>` for *Multi Companies*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of an user form emphasizing the multi companies field under the access rights tabs\n"
|
||
"in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:62
|
||
msgid "If a user has multiple companies *activated* on his database, and he is **editing** a record, the editing happens on the record's related company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:65
|
||
msgid "Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium environment, the changes are applied under JS Store US (the company from which the sale order was issued)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:66
|
||
msgid "When **creating** a record, the company taken into account is:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:68
|
||
msgid "The current company (the one active) or,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:69
|
||
msgid "No company is set (on products and contacts’ forms for example) or,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:70
|
||
msgid "The company set is the one linked to the document (the same as if a record is being edited)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:73
|
||
msgid "Documents’ format"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:75
|
||
msgid "To set documents' formats according to each company, *activate* and *select* the respective one and, under *Settings*, click on *Configure Document Layout*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of the settings page emphasizing the document layout field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:83
|
||
msgid "Inter-Company Transactions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:85
|
||
msgid "First, make sure each one of your companies is properly set in relation to:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:87
|
||
msgid ":doc:`Chart of Accounts <../../finance/accounting/getting_started/initial_configuration/chart_of_accounts>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:89
|
||
msgid ":doc:`Taxes <../../finance/accounting/taxation/taxes/default_taxes>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:90
|
||
msgid ":doc:`Fiscal Positions <../../finance/accounting/taxation/taxes/fiscal_positions>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:91
|
||
msgid ":doc:`Journals <../../finance/accounting/bank/setup/bank_accounts>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:92
|
||
msgid ":doc:`Fiscal Localizations <../../finance/fiscal_localizations>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:93
|
||
msgid ":doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:95
|
||
msgid "Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company *activated* and *selected*, choose if you would like operations between companies to be synchronized at an invoice/bills level or at a sales/purchase orders level."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of the settings page emphasizing the inter company transaction field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:103
|
||
msgid "**Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for the selected company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:106
|
||
msgid "*Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor bill on the JS Store US, from the JS Store Belgium."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of an invoice for JS Store US created on JS Store Belgium in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:113
|
||
msgid "**Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected company warehouse when a sales/purchase order is confirmed for the selected company. If instead of a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:117
|
||
msgid "*Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature was enabled)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:-1
|
||
msgid "View of the purchase created on JS Store US from JS Store Belgium in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:126
|
||
msgid "Products have to be configured as *Can be sold* and must be shared between the companies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:129
|
||
msgid "Remember to test all workflows as an user other than the administrator."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:132
|
||
msgid ":doc:`Multi-company Guidelines </developer/howtos/company>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/companies.rst:133
|
||
msgid ":doc:`../../finance/accounting/others/multi_currency`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/delete_account.rst:3
|
||
msgid "Deleting an Odoo.com Account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/delete_account.rst:5
|
||
msgid "To delete your Odoo.com account, access the delete option by clicking on the user icon. The delete option can be accessed by going to :menuselection:`My Account --> Edit Security Settings --> Delete Account`. It can also be accessed by going to https://www.odoo.com/my/home."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/delete_account.rst:10
|
||
msgid "Deleting an Odoo account is irreversible. Take caution when performing this action as the Odoo.com account will not be retrievable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/delete_account.rst:13
|
||
msgid "Upon clicking the :guilabel:`Delete Account` button, a pop-up window will appear, asking you to confirm the account deletion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/delete_account.rst:-1
|
||
msgid "Clicking on the Delete Account button will populate a window verifying the change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/delete_account.rst:20
|
||
msgid "Confirm the deletion by entering the :guilabel:`password` and the :guilabel:`login` for the account being deleted. Click the :guilabel:`Delete Account` button to confirm the deletion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:3
|
||
msgid "Change language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:5
|
||
msgid "Odoo provides you with the option to manage Odoo in different languages, and each user can use Odoo in his own language ."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:9
|
||
msgid "Load your desired language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:11
|
||
msgid "The first thing to do is to load your desired language on your Odoo instance."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:14
|
||
msgid "From the general dashboard click on the **Settings** app; on the top left of the page select :menuselection:`Translations --> Load a Translation`, select a language to install and click on **LOAD.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:23
|
||
msgid "If you check the \"Websites to translate\" checkbox you will have the option to change the navigation language on your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:27
|
||
msgid "Change your language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:29
|
||
msgid "You can change the language to the installed language by going to the drop-down menu at the top right side of the screen, choose **Preferences**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:36
|
||
msgid "Then change the Language setting to your installed language and click **SAVE.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:42
|
||
msgid "Open a new menu to view the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:45
|
||
msgid "Change another user's language"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:47
|
||
msgid "Odoo also gives you the possibility for each user to choose his preferred language."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:50
|
||
msgid "To change the language for a different user, choose :menuselection:`Users --> Users` from the Settings app. Here you have a list of all users and you can choose the user who you'd like to change the language for. Select the user and click on **Edit** in the top left corner. Under Preferences you can change the Language to any previously installed language and click **SAVE.**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/language.rst:61
|
||
msgid ":doc:`../../websites/website/configuration/translate`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:3
|
||
msgid "Manage users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:5
|
||
msgid "Odoo defines a **user** as someone who has access to a database to perform daily tasks. You can add as many users as you need and, in order to restrict the type of information each user can access, rules can be applied. Users and access rights can be added and changed at any point."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:10
|
||
msgid ":doc:`language`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:11
|
||
msgid ":doc:`access_rights`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:16
|
||
msgid "Add individual users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:18
|
||
msgid "Go to :menuselection:`Settings --> Manage Users` and click on *Create*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "View of the settings page emphasizing the manage users field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:27
|
||
msgid "Fill in the form with the needed information. Under the tab :doc:`Access Rights <access_rights>` choose the group within each application the user can have access to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:28
|
||
msgid "The list of applications shown is based on the applications installed on the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "View of a user’s form emphasizing the access rights tab in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:34
|
||
msgid "When you are done editing the page and have *Saved* it, an invitation email is automatically sent to the user. The user must click on it to accept the invitation and create a login."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "View of a user’s form with a notification that the invitation email has been sent in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:42
|
||
msgid "Remember that subscription prices follow the number of users. Refer to our `pricing page <https://www.odoo.com/pricing>`_ for more information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:46
|
||
msgid "With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "View of a user’s form in developer mode emphasizing the user type field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:53
|
||
msgid "The *Portal* and *Public* options do not allow you to choose access rights. Members have specific ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:60
|
||
msgid "Deactivate users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:62
|
||
msgid "Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to deactivate, click on *Action*, and then on *Archive*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:66
|
||
msgid "**Never** deactivate the main user (*admin*)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:71
|
||
msgid "Passwords management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:76
|
||
msgid "Reset passwords"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:81
|
||
msgid "Enable password resets from login page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:83
|
||
msgid "It is possible to enable password resets directly from the login page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:85
|
||
msgid "To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "Enabling Password Reset in Odoo Settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:94
|
||
msgid "Send reset instructions to users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:96
|
||
msgid "Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and click on *Send Password Reset Instructions* on its user form. An email is automatically sent to them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:101
|
||
msgid "The *Send Password Reset Instructions* button only appears if the Odoo invitation email has already been confirmed by the user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:104
|
||
msgid "This email contains all the instructions needed to reset the password, along with a link redirecting the user to an Odoo login page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "Example of an email with a password reset link for an Odoo account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:114
|
||
msgid "Change users’ passwords"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:116
|
||
msgid "Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its form. Click on the *Action* button and select *Change Password*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "Change another user's password on Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:123
|
||
msgid "Enter a new password and confirm by clicking on *Change Password*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:126
|
||
msgid "This operation only modifies the password of the users locally and does not affect their odoo.com account. If you want to change the odoo.com password, you can :ref:`send the password reset instructions <users/reset-password-email>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:130
|
||
msgid "Click on *Change Password* one more time. You are then redirected to an Odoo login page where you can reaccess your database using your new password."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:136
|
||
msgid "Multi Companies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:138
|
||
msgid "The *Multi Companies* field allows you to set to which of the multiple companies database you hold the user can have access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:142
|
||
msgid "Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer to :doc:`this </developer/howtos/company>` documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:-1
|
||
msgid "View of a user’s form emphasizing the multi companies field in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/manage_users.rst:152
|
||
msgid ":doc:`companies`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:3
|
||
msgid "Portal access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:5
|
||
msgid "Portal access is given to users who need the ability to view certain documents or information within an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:8
|
||
msgid "Some common use cases for providing portal access include allowing customers to read/view any or all of the following in Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:11
|
||
msgid "leads/opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:12
|
||
msgid "quotations/sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:13
|
||
msgid "purchase orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:14
|
||
msgid "invoices & bills"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:15
|
||
msgid "projects"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:16
|
||
msgid "tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:17
|
||
msgid "timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:18
|
||
msgid "tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:19
|
||
msgid "signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:20
|
||
msgid "subscriptions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:23
|
||
msgid "Portal users only have read/view access, and will not be able to edit any documents in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:27
|
||
msgid "Provide portal access to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:29
|
||
msgid "From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet created in the database, click on the :guilabel:`Create` button, enter the details of the contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the :guilabel:`Action` drop-down menu located at the top-center of the interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:-1
|
||
msgid "Use the Contacts application to give portal access to users"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:38
|
||
msgid "Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:40
|
||
msgid ":guilabel:`Contact`: the recorded name of the contact in the Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:41
|
||
msgid ":guilabel:`Email`: the contact's email address that they will use to log into the portal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:42
|
||
msgid ":guilabel:`In Portal`: whether or not the user has portal access"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:44
|
||
msgid "To grant portal access, first enter the contact's :guilabel:`Email` they will use to log into the portal. Then, check the box under the :guilabel:`In Portal` column. Optionally, add text to the invitation message the contact will receive. Then click :guilabel:`Apply` to finish."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:-1
|
||
msgid "An email address and corresponding checkbox for the contact need to be filled in before\n"
|
||
"sending a portal invitation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:53
|
||
msgid "An email will be sent to the specified email address, indicating that the contact is now a portal user for that Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:57
|
||
msgid "To grant portal access to multiple users at once, navigate to a company contact, then click :menuselection:`Action --> Grant portal access` to view a list of all of the company's related contacts. Check the box under the :guilabel:`In Portal` column for all the contacts that need portal access, then click :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/users/portal.rst:63
|
||
msgid "At any time, portal access can be revoked by navigating to the contact, clicking :menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the :guilabel:`In Portal` column and clicking :guilabel:`Apply`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip.rst:5
|
||
msgid "VoIP (Voice over Internet Protocol)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:3
|
||
msgid "Configure your VoIP Asterisk server for Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:6
|
||
msgid "Installing Asterisk server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:9
|
||
msgid "Dependencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:11
|
||
msgid "Before installing Asterisk you need to install the following dependencies:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:13
|
||
msgid "wget"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:14
|
||
msgid "gcc"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:15
|
||
msgid "g++"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:16
|
||
msgid "ncurses-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:17
|
||
msgid "libxml2-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:18
|
||
msgid "sqlite-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:19
|
||
msgid "libsrtp-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:20
|
||
msgid "libuuid-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:21
|
||
msgid "openssl-devel"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:22
|
||
msgid "pkg-config"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:24
|
||
msgid "In order to install libsrtp, follow the instructions below:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:35
|
||
msgid "You also need to install PJSIP, you can download the source `here <http://www.pjsip.org/download.htm>`_. Once the source directory is extracted:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:38
|
||
msgid "**Change to the pjproject source directory:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:44
|
||
msgid "**run:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:50
|
||
msgid "**Build and install pjproject:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:58
|
||
msgid "**Update shared library links:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:64
|
||
msgid "**Verify that pjproject is installed:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:70
|
||
msgid "**The result should be:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:87
|
||
msgid "Asterisk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:89
|
||
msgid "In order to install Asterisk 13.7.0, you can download the source directly `there <http://downloads.asterisk.org/pub/telephony/asterisk/old-releases/asterisk-13.7.0.tar.gz>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:92
|
||
msgid "Extract Asterisk:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:98
|
||
msgid "Enter the Asterisk directory:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:104
|
||
msgid "Run the Asterisk configure script:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:110
|
||
msgid "Run the Asterisk menuselect tool:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:116
|
||
msgid "In the menuselect, go to the resources option and ensure that res_srtp is enabled. If there are 3 x’s next to res_srtp, there is a problem with the srtp library and you must reinstall it. Save the configuration (press x). You should also see stars in front of the res_pjsip lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:120
|
||
msgid "Compile and install Asterisk:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:126
|
||
msgid "If you need the sample configs you can run 'make samples' to install the sample configs. If you need to install the Asterisk startup script you can run 'make config'."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:130
|
||
msgid "DTLS Certificates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:132
|
||
msgid "After you need to setup the DTLS certificates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:138
|
||
msgid "Enter the Asterisk scripts directory:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:144
|
||
msgid "Create the DTLS certificates (replace pbx.mycompany.com with your ip address or dns name, replace My Super Company with your company name):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:152
|
||
msgid "Configure Asterisk server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:154
|
||
msgid "For WebRTC, a lot of the settings that are needed MUST be in the peer settings. The global settings do not flow down into the peer settings very well. By default, Asterisk config files are located in /etc/asterisk/. Start by editing http.conf and make sure that the following lines are uncommented:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:166
|
||
msgid "Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and icesupport to be enabled. In most cases, directmedia should be disabled. Also under the WebRTC client, the transport needs to be listed as ‘ws’ to allow websocket connections. All of these config lines should be under the peer itself; setting these config lines globally might not work:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:197
|
||
msgid "In the sip.conf and rtp.conf files you also need to add or uncomment the lines:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:204
|
||
msgid "Lastly, set up extensions.conf:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:213
|
||
msgid "Configure Odoo VOIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:215
|
||
msgid "In Odoo, the configuration should be done in the user's preferences."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:221
|
||
msgid "The SIP Login/Browser's Extension is the number you configured previously in the sip.conf file (in our example: 1060)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:224
|
||
msgid "The SIP Password is the secret you chose in the sip.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:226
|
||
msgid "The extension of your office's phone is not a required field but it is used if you want to transfer your call from Odoo to an external phone also configured in the sip.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:230
|
||
msgid "The configuration should also be done in the General Settings under the \"Integrations\" section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:235
|
||
msgid "The PBX Server IP should be the same as the IP you define in the http.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/asterisk.rst:237
|
||
msgid "The WebSocket should be: ws://localhost:XXXX/ws where \"localhost\" needs to be the same as the IP defined previously and \"XXXX\" needs to be the port defined in the http.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:3
|
||
msgid "Use VoIP services in Odoo with Axivox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:6
|
||
#: ../../content/applications/general/voip/onsip.rst:6
|
||
msgid "Introduction"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:8
|
||
msgid "Odoo VoIP can be set up to work together with `Axivox <https://www.axivox.com/>`_. In that case, an :doc:`Asterisk server <asterisk>` is not necessary as the infrastructure is hosted and managed by Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:12
|
||
msgid "To use this service, `contact Axivox <https://www.axivox.com/contact/>`_ to open an account. Before doing so, verify that Axivox covers your area and the areas you wish to call."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:18
|
||
msgid "Go to :menuselection:`Apps` and install the **VoIP Module**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:-1
|
||
msgid "VoIP module installation on an Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:24
|
||
msgid "Go to :menuselection:`Settings --> General Settings --> Integrations`, and fill out the **Asterisk (VoIP)** field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:27
|
||
msgid "**PBX Server IP**: set the domain created by Axivox for your account (e.g., *yourcompany.axivox.com*)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:29
|
||
msgid "**WebSocket**: type in ``wss://pabx.axivox.com:3443``"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:30
|
||
msgid "**VoIP Environment**: set as *Production*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:-1
|
||
msgid "Integration of Axivox as VoIP provider in an Odoo database"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:37
|
||
msgid "Configure the VOIP user in the Odoo's user"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:39
|
||
msgid "Go to :menuselection:`Settings --> Users & Companies --> Users`, then open the user's form you want to configure. Under the **Preferences** tab, fill out the section **PBX Configuration**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:42
|
||
msgid "**SIP Login / Browser's Extension**: the Axivox *username*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:43
|
||
msgid "**SIP Password**: the Axivox *SIP Password*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:-1
|
||
msgid "Integration of Axivox user in the Odoo user preference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:50
|
||
msgid "You can find all this information by logging in at https://manage.axivox.com/, selecting the user you want to configure, and referring to the fields as pictured below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:0
|
||
msgid "SIP credentials in the Axivox manager"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:58
|
||
msgid "Phone Calls"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:60
|
||
msgid "You can make phone calls by clicking on the phone icon in the navigation bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:62
|
||
msgid "You can also receive phone calls. Odoo rings and displays a notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:65
|
||
msgid "Your number is the one provided by Axivox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:-1
|
||
msgid "Incoming VoIP call in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:72
|
||
msgid "If you see a *Missing Parameter* message in the **Odoo softphone**, refresh your Odoo window and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:0
|
||
msgid "\"Missing Parameter\" error message in the Odoo softphone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:80
|
||
msgid "If you see an *Incorrect Number* message in the Odoo softphone, make sure to use the international format, leading with the plus (+) sign followed by the international country code. E.g., +16506913277 (where +1 is the international prefix for the United States)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/axivox.rst:0
|
||
msgid "\"Incorrect Number\" error message in the Odoo softphone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:3
|
||
msgid "Use VoIP services in Odoo with OnSIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:8
|
||
msgid "Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that case, the installation and setup of an Asterisk server is not necessary as the whole infrastructure is hosted and managed by OnSIP."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:10
|
||
msgid "You will need to open an account with OnSIP to use this service. Before doing so, make sure that your area and the areas you wish to call are covered by the service. After opening an OnSIP account, follow the configuration procedure below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:15
|
||
msgid "Go to Apps and install the module **VoIP OnSIP**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:20
|
||
msgid "Go to Settings/General Settings. In the section Integrations/Asterisk (VoIP), fill in the 3 fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:22
|
||
msgid "**OnSIP Domain** is the domain you chose when creating an account on www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and you will see it in the top right corner of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:23
|
||
msgid "**WebSocket** should contain wss://edge.sip.onsip.com"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:24
|
||
msgid "**Mode** should be Production"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:29
|
||
msgid "Go to **Settings/Users**. In the form view of each VoIP user, in the Preferences tab, fill in the section **PBX Configuration**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:31
|
||
msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:32
|
||
msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:33
|
||
msgid "**SIP Password**: the OnSIP 'SIP Password'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:34
|
||
msgid "**Handset Extension**: the OnSIP 'Extension'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:36
|
||
msgid "You can find all this information by logging in at https://admin.onsip.com/users, then select the user you want to configure and refer to the fields as pictured below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:41
|
||
msgid "You can now make phone calls by clicking the phone icon in the top right corner of Odoo (make sure you are logged in as a user properly configured in Odoo and in OnSIP)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:45
|
||
msgid "If you see a *Missing Parameters* message in the Odoo softphone, make sure to refresh your Odoo window and try again."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:52
|
||
msgid "If you see an *Incorrect Number* message in the Odoo softphone, make sure to use the international format, leading with the plus (+) sign followed by the international country code. E.g.: +16506913277 (where +1 is the international prefix for the United States)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:57
|
||
msgid "You can now also receive phone calls. Your number is the one provided by OnSIP. Odoo will ring and display a notification."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:63
|
||
msgid "OnSIP on Your Cell Phone"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:65
|
||
msgid "In order to make and receive phone calls when you are not in front of your computer, you can use a softphone app on your cell phone in parallel of Odoo VoIP. This is useful for on-the-go calls, but also to make sure to hear incoming calls, or simply for convenience. Any SIP softphone will work."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:67
|
||
msgid "On Android and iOS, OnSIP has been successfully tested with `Grandstream Wave <https://play.google.com/store/apps/details?id=com.grandstream.wave>`_. When creating an account, select OnSIP in the list of carriers. You will then have to configure it as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:69
|
||
msgid "**Account name**: OnSIP"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:70
|
||
msgid "**SIP Server**: the OnSIP 'Domain'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:71
|
||
msgid "**SIP User ID**: the OnSIP 'Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:72
|
||
msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:73
|
||
msgid "**Password**: the OnSIP 'SIP Password'"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:75
|
||
msgid "Aside from initiating calls from Grandstream Wave on your phone, you can also initiate calls by clicking phone numbers in your browser on your PC. This will make Grandstream Wave ring and route the call via your phone to the other party. This approach is useful to avoid wasting time dialing phone numbers. In order to do so, you will need the Chrome extension `OnSIP Call Assistant <https://chrome.google.com/webstore/detail/onsip-call-assistant/pceelmncccldedfkcgjkpemakjbapnpg?hl=en>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/general/voip/onsip.rst:79
|
||
msgid "The downside of using a softphone on your cell phone is that your calls will not be logged in Odoo as the softphone acts as an independent separate app."
|
||
msgstr ""
|