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documentation/locale/es_419/LC_MESSAGES/sales.po
Louis Wicket (wil) 381ae7793b [I18N] add es_419 to the documentation 
This commit adds es_419 (LATAM Spanish) to the available languages. It
populates LATAM Spanish translation based on the existing Spanish
translation.

closes odoo/documentation#11221

X-original-commit: da7fe3d69d
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
2024-11-07 10:49:02 +00:00

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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
# Translators:
# Larissa Manderfeld, 2024
# Tiffany Chang, 2024
# Leonardo J. Caballero G. <leonardocaballero@gmail.com>, 2024
# Pedro M. Baeza <pedro.baeza@tecnativa.com>, 2024
# José Cabrera Lozano <jose.cabrera@edukative.es>, 2024
# Vivian Montana <vmo@odoo.com>, 2024
# Pablo Rojas <rojaspablo88@gmail.com>, 2024
# Lina Maria Avendaño Carvajal <lina8823@gmail.com>, 2024
# Jon Perez <jop@odoo.com>, 2024
# Martin Trigaux, 2024
# Josep Anton Belchi, 2024
# Braulio D. López Vázquez <bdl@odoo.com>, 2024
# Marian Cuadra, 2024
# Jesús Alan Ramos Rodríguez <alan.ramos@jarsa.com.mx>, 2024
# Wil Odoo, 2024
# Aimée Mendoza Sánchez, 2024
# Lucia Pacheco, 2024
# Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2024
# Iran Villalobos López, 2024
# Fernanda Alvarez, 2024
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-10-07 14:21+0000\n"
"PO-Revision-Date: 2024-10-08 06:34+0000\n"
"Last-Translator: Fernanda Alvarez, 2024\n"
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: es_419\n"
"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
#: ../../content/applications/sales.rst:5
#: ../../content/applications/sales/sales.rst:8
msgid "Sales"
msgstr "Ventas"
#: ../../content/applications/sales/crm.rst:8
msgid "CRM"
msgstr "CRM"
#: ../../content/applications/sales/crm.rst:10
msgid ""
"**Odoo CRM** helps you organize your sales activities: track leads, close "
"opportunities and get accurate forecasts. Keep opportunities organized with "
"the pipeline and manage your day-to-day activities with meetings and next "
"activities."
msgstr ""
"La aplicación **CRM de Odoo** le ayuda a organizar su actividad de ventas y "
"le permite dar seguimiento a sus leads, cerrar oportunidades y obtener "
"pronósticos precisos. Organice sus oportunidades con ayuda del flujo y "
"gestione sus actividades diarias con reuniones y próximas actividades."
#: ../../content/applications/sales/crm.rst:15
msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
msgstr "`Tutoriales de Odoo: CRM <https://www.odoo.com/slides/crm-16>`_"
#: ../../content/applications/sales/crm/acquire_leads.rst:5
msgid "Acquire leads"
msgstr "Obtener leads"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
msgid "Convert leads into opportunities"
msgstr "Convertir leads en oportunidades"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
msgid ""
"*Leads* act as a qualifying step before an opportunity is created. This "
"provides additional time to review its potential, and gauge its viability, "
"before the opportunity is assigned to a salesperson."
msgstr ""
"Los *leads* son un paso adicional de calificación antes de que se cree la "
"oportunidad. Esto permite que se cuente con más tiempo para revisar el "
"potencial y evaluar la viabilidad antes de asignarle la oportunidad a un "
"vendedor."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13
#: ../../content/applications/sales/crm/optimize/gamification.rst:10
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
#: ../../content/applications/sales/crm/track_leads/resellers.rst:9
#: ../../content/applications/sales/point_of_sale/combos.rst:16
#: ../../content/applications/sales/point_of_sale/configuration.rst:6
#: ../../content/applications/sales/point_of_sale/configuration.rst:54
#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54
#: ../../content/applications/sales/point_of_sale/restaurant.rst:22
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10
#: ../../content/applications/sales/sales/invoicing/proforma.rst:14
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:34
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14
#: ../../content/applications/sales/subscriptions/closing.rst:9
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17
msgid "Configuration"
msgstr "Configuración"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11
msgid ""
"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> "
"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. "
"Then, click :guilabel:`Save`."
msgstr ""
"Para activar la función de *leads*, vaya a :menuselection:`CRM --> "
"Configuración --> Ajustes`, seleccione la casilla con el nombre "
":guilabel:`Leads` y luego haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Leads setting on CRM configuration page."
msgstr "Ajustes de leads en la página de configuración de CRM."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18
msgid ""
"Activating this feature adds a new menu option, :guilabel:`Leads`, to the "
"header bar, located along the top of the screen."
msgstr ""
"Al activar esta función aparece una nueva opción en el menú, "
":guilabel:`Leads`, en la barra ubicada en la parte superior de la pantalla."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Leads menu on CRM application."
msgstr "Menú de leads en la aplicación CRM."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25
msgid ""
"Once the *Leads* setting has been activated, it applies to all sales teams "
"by default. To turn off leads for a specific team, navigate to "
":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a "
"team from the list to open that team's configuration page. Clear the "
":guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` "
"field, then click :guilabel:`Save`."
msgstr ""
"Una vez que habilitó la función de *leads* esta se aplica de forma "
"predeterminada a todos los equipos de ventas. Para desactivar los leads en "
"un equipo específico, vaya a :menuselection:`CRM --> Configuración --> "
"Equipos de ventas`, seleccione un equipo de la lista para abrir su página de"
" configuración, desmarque la casilla :guilabel:`Leads` ubicada abajo del "
"campo :guilabel:`Equipo de ventas` y luego haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:36
msgid "Convert a lead into an opportunity"
msgstr "Convierta un lead en una oportunidad"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
msgid ""
"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app"
" --> Leads`, and click on a lead from the list to open it."
msgstr ""
"Para convertir un lead en una oportunidad, vaya a :menuselection:`la "
"aplicación CRM --> Leads` y haga clic en un lead de la lista para abrirlo."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:42
msgid ""
"If a :guilabel:`Similar Leads` smart button appears at the top of the page "
"for the lead, it indicates a similar lead or opportunity already exists in "
"the database. Before converting this lead, click the smart button to confirm"
" if the lead should be merged."
msgstr ""
"Si aparece un botón inteligente de :guilabel:`Leads similares` en la parte "
"superior de la página del lead quiere decir que hay un lead o una "
"oportunidad similar existente en la base de datos. Antes de convertir este "
"lead, haga clic en el botón inteligente para verificar si lo mejor sería "
"fusionar los leads."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:0
msgid "Close up of a lead with emphasis on the Similar Leads smart button."
msgstr "Imagen de un lead con el botón inteligente Leads similares resaltado."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:50
msgid ""
"Click the :guilabel:`Convert to Opportunity` button, located at the top-left"
" of the page."
msgstr ""
"Haga clic en el botón :guilabel:`Convertir a oportunidad` ubicado en la "
"parte superior izquierda de la página."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Create opportunity button on a lead record."
msgstr "Botón para crear oportunidad en el registro de un lead."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56
msgid ""
"This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the "
":guilabel:`Conversion Action` field, select the :guilabel:`Convert to "
"opportunity` option."
msgstr ""
"Esto abrirá un modal emergente :guilabel:`Convertir a oportunidad`. Aquí, en"
" el campo :guilabel:`Acciones de conversión`, seleccione la opción "
":guilabel:`Convertir a oportunidad`."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
msgid ""
"To merge this lead with an existing similar lead or opportunity, select "
":guilabel:`Merge with existing opportunities` in the :guilabel:`Conversion "
"Action` field. This generates a list of the similar leads/opportunities to "
"be merged."
msgstr ""
"Para fusionar este lead con un lead u oportunidad existente similar, en el "
"campo :guilabel:`Acciones de conversión` seleccione la opción "
":guilabel:`Fusionar con oportunidades existentes`. Esto generará una lista "
"de lead u oportunidades similares que se pueden fusionar."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:64
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:38
msgid ""
"When merging, Odoo gives priority to whichever lead/opportunity was created "
"in the system first, merging the information into the first created "
"lead/opportunity. However, if a lead and an opportunity are being merged, "
"the resulting record is referred to as an opportunity, regardless of which "
"record was created first."
msgstr ""
"Al fusionar, Odoo prioriza el lead u oportunidad que se creó primero en el "
"sistema y fusiona la información en donde se creó primero. Si fusiona un "
"lead y una oportunidad el registro resultante se denomina oportunidad, sin "
"importar que se creó primero."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:69
msgid ""
"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which"
" the opportunity should be assigned. Neither field is required, though if a "
"selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales"
" Team` field is populated automatically, based on the salesperson's team "
"assignments."
msgstr ""
"Después, seleccione un :guilabel:`Vendedor` y un :guilabel:`Equipo de "
"ventas` a los que se les debe asignar la oportunidad. Ninguno de los campos "
"es obligatorio, aunque si hace una selección en el campo "
":guilabel:`Vendedor`, el campo :guilabel:`Equipo de ventas` se llenará en "
"automático según cuál sea el equipo del vendedor."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:74
msgid ""
"If the lead has already been assigned to a salesperson or a team, these "
"fields automatically populate with that information."
msgstr ""
"Estos campos se completarán de forma automática con la información "
"correspondiente si el lead ya estaba asignado a un vendedor o a un equipo."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
msgid "Create opportunity pop-up."
msgstr "Ventana emergente para convertir a oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:81
msgid ""
"Under the :guilabel:`Customer` heading, choose from the following options:"
msgstr ""
"Elija alguna de las siguientes opciones en la sección :guilabel:`Cliente`:"
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:83
msgid ""
":guilabel:`Create a new customer`: choose this option to use the information"
" in the lead to create a new customer record."
msgstr ""
":guilabel:`Crear un nuevo cliente`: elija esta opción para usar la "
"información del lead para crear un nuevo registro de cliente."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:85
msgid ""
":guilabel:`Link to an existing customer`: choose this option, then select a "
"customer from the resulting drop-down menu, to link this opportunity to an "
"existing customer record."
msgstr ""
":guilabel:`Vincular a un cliente existente`: para vincular esta oportunidad "
"al registro de un cliente existente elija esta opción y luego seleccione uno"
" del menú desplegable. "
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:87
msgid ""
":guilabel:`Do not link to a customer`: choose this option to convert the "
"lead, but not link it to a new or existing customer."
msgstr ""
":guilabel:`No vincular a un cliente`: elija esta opción para convertir el "
"lead, pero no vincularlo a un cliente nuevo o existente."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90
msgid ""
"Lastly, when all configurations are complete, click :guilabel:`Create "
"Opportunity`."
msgstr ""
"Por último, al completar todas las configuraciones, haga clic en "
":guilabel:`Crear oportunidad`."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:92
msgid ""
"To view the newly created opportunity, navigate to :menuselection:`CRM app "
"--> My Pipeline`."
msgstr ""
"Para ver la oportunidad que acaba de crear, vaya a :menuselection:`la "
"aplicación CRM --> Mi flujo`."
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95
msgid ""
"Some filters may need to be removed from the :guilabel:`Search...` bar on "
"the top :guilabel:`Pipeline` page to view all opportunities."
msgstr ""
"Es posible que deba quitar algunos filtros de la barra :guilabel:`Buscar...`"
" en la página del :guilabel:`Flujo` para ver todas las oportunidades."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3
msgid "Create leads (from email or manually)"
msgstr "Crear leads (desde un correo o de forma manual)"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:8
msgid ""
"Leads can be added to the *CRM* app from custom email aliases, and by "
"manually creating new records. This is in addition to the leads and "
"opportunities created in the app through the :doc:`website contact form "
"<opportunities_form>`."
msgstr ""
"Puede agregar leads a la aplicación *CRM* con seudónimos de correo "
"personalizados o creando registros nuevos de forma manual. Esto es además de"
" los leads y oportunidades que se crearon en la aplicación a través del "
":doc:`formulario de contacto del sitio web <opportunities_form>`."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:12
msgid ""
"First, ensure the *Leads* feature is enabled in the database by navigating "
"to :menuselection:`CRM app --> Configuration --> Settings`. Tick the "
":guilabel:`Leads` checkbox, then click :guilabel:`Save`."
msgstr ""
"Primero vaya a :menuselection:`CRM --> Configuración --> Ajustes` y "
"asegúrese de que la función *Leads* esté habilitada. Seleccione la casilla "
":guilabel:`Leads` y después haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19
msgid "Configure email aliases"
msgstr "Configurar seudónimos de correo"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21
msgid ""
"Each sales team has the option to create and utilize their own unique email "
"alias. When messages are sent to this address, a lead (or opportunity), is "
"created with the information from the message."
msgstr ""
"Cada equipo de ventas puede crear y utilizar su propio seudónimo de correo. "
"Cuando se envíen mensajes a esta dirección de correo, se creará un lead (u "
"oportunidad) con la información del mensaje."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25
msgid ""
"To create or update a sales teams' email alias, navigate to "
":menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team "
"from the list to open the team's details page."
msgstr ""
"Para crear o actualizar los seudónimos de correos de un equipo de ventas, "
"vaya a :menuselection:`CRM --> Configuración --> Equipos de ventas`. Haga "
"clic en un equipo de la lista para abrir la página de detalles de ese "
"equipo."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
msgid "The sales team details page, focused on the email alias section."
msgstr ""
"La página de detalles del equipo de ventas, con el enfoque en la sección de "
"seudónimos de correo."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32
msgid ""
"In the :guilabel:`Email Alias` field, enter a name for the email alias, or "
"edit the existing name. In the :guilabel:`Accept Emails From` field, use the"
" drop-down menu to choose who is allowed to send messages to this email "
"alias:"
msgstr ""
"En el campo :guilabel:`Seudónimo de correo electrónico` escriba el nombre "
"correspondiente o edite el existente. Use el menú desplegable del campo "
":guilabel:`Aceptar correos electrónicos de` para elegir quienes pueden "
"enviar mensajes a este seudónimo de correo:"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36
msgid ":guilabel:`Everyone`: messages are accepted from any email address."
msgstr ""
":guilabel:`Todos`: cualquier dirección de correo electrónico puede enviar "
"mensajes."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37
msgid ""
":guilabel:`Authenticated Partners`: only accepts messages from email "
"addresses associated with a a partner (contact or customer) record."
msgstr ""
":guilabel:`Contactos autenticados`: solo acepta mensajes de correos "
"electrónicos asociados con un registro de contacto o cliente."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39
msgid ""
":guilabel:`Followers only`: only accepts messages from those who are "
"following a record related to the team, such as a lead or opportunity. "
"Messages are also accepted from team members."
msgstr ""
":guilabel:`Solo seguidores`: solo se aceptan mensajes de personas que están "
"siguiendo un registro relacionado al equipo, como un lead o una oportunidad."
" También se reciben mensajes de miembros del equipo."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41
msgid ""
":guilabel:`Authenticated Employees`: only accepts messages from email "
"addresses that are connected to a record in the *Employees* app."
msgstr ""
":guilabel:`Empleados autenticados`: solo se aceptan mensajes de direcciones "
"de correo que estén vinculadas a algún registro de la aplicación "
"*Empleados*."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45
msgid "Leads created from email"
msgstr "Leads creados desde un correo"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47
msgid ""
"Leads created from email alias messages can be viewed by navigating to "
":menuselection:`CRM app --> Leads`. Click a lead from the list to open it, "
"and view the details."
msgstr ""
"Los leads que se creen de mensajes a seudónimos de correo se pueden ver en "
":menuselection:`CRM --> Leads`. Haga clic en un lead de la lista para "
"abrirlo y ver los detalles."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50
msgid ""
"The email received by the alias is added to the *chatter* thread for the "
"lead. The subject line of the message is added to the title field, and the "
":guilabel:`Email` field is updated with the contact's email address."
msgstr ""
"El correo que se haya recibido en el alias se agregará al hilo del *chatter*"
" para el lead. El asunto del mensaje se agregará al campo de título y el "
"campo :guilabel:`Correo` se actualizará con la dirección de correo del "
"contacto."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
msgid "The chatter thread of a newly created lead in the CRM app."
msgstr "El hilo de chatter de un lead recién creado en la aplicación CRM."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59
msgid ""
"If the *leads* feature is **not** enabled on the database, messages to the "
"email alias are added to the database as opportunities."
msgstr ""
"Si la función *leads* **no** está activa en la base de datos, los mensajes "
"que se envíen al seudónimo de correo se agregarán a la base de datos como "
"oportunidades."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63
msgid ":doc:`../../../general/email_communication`"
msgstr ":doc:`../../../general/email_communication`"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66
msgid "Manually create leads"
msgstr "Crear leads de forma manual"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68
msgid ""
"Leads can be added directly to the *CRM* app by manually creating a new "
"record. Navigate to :menuselection:`CRM app --> Leads` to view a list of "
"existing leads."
msgstr ""
"Puede agregar leads a la aplicación *CRM* directamente, solo debe crear un "
"nuevo registro de forma manual. Vaya a :menuselection:`CRM --> Leads` para "
"ver una lista de leads existentes."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72
msgid ""
"Leads can also be added via the :doc:`Generate Leads <lead_mining>` button."
msgstr ""
"También puede agregar leads con el botón :doc:`Generar leads <lead_mining>`."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74
msgid ""
"At the top-left of the list, click :guilabel:`New` to open a blank "
":guilabel:`Leads` form."
msgstr ""
"En la parte superior izquierda de la lista, haga clic en :guilabel:`Nuevo` "
"para abrir un formulario en blanco de :guilabel:`Leads`."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76
msgid ""
"In the first field of the new form, enter a title for the new lead. Next, "
"enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`."
msgstr ""
"En el primer campo del formulario nuevo ingrese el título para el lead "
"nuevo. Luego, ingrese un :guilabel:`Nombre de contacto` y un "
":guilabel:`Nombre de empresa`."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80
msgid ""
"If a lead is :doc:`converted to an opportunity <convert>`, the "
":guilabel:`Company Name` field is used to either link this opportunity to an"
" existing customer, or to create a new customer."
msgstr ""
"Si un lead se :doc:`convierte a oportunidad <convert>` el campo "
":guilabel:`Nombre de la empresa` se usa ya sea para vincular esta "
"oportunidad a un cliente existente o para crear un cliente nuevo."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84
msgid "Manually create opportunities"
msgstr "Crear oportunidades de forma manual"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86
msgid ""
"To manually create an opportunity, navigate to :menuselection:`CRM app --> "
"Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` "
"to create a new opportunity Kanban card. In the "
":guilabel:`Organization/Contact` field, enter the name of the company the "
"opportunity is for."
msgstr ""
"Para crear una oportunidad de forma manual vaya a :menuselection:`CRM --> "
"Ventas --> Mi flujo`. En la parte superior izquierda de la página haga clic "
"en :guilabel:`Nuevo` para crear una tarjeta kanban nueva de oportunidad. En "
"el campo :guilabel:`Organización/contacto` ingrese el nombre de la empresa "
"para la que es la oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90
msgid ""
"Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a"
" required field.* When manually creating an opportunity, it is helpful to "
"add a name that relates to the details of the opportunity."
msgstr ""
"Seleccione un nombre y póngalo en el campo :guilabel:`Oportunidad`, *el cual"
" es un campo obligatorio.* Al crear una oportunidad de forma manual, lo "
"mejor es ponerle un nombre que se relacione a los detalles de la "
"oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95
msgid ""
"In the example below, the opportunity is named `5 VP Chairs`. This "
"identifies the product the customer is interested in, as well as the "
"potential number of products."
msgstr ""
"En el ejemplo a continuación, la oportunidad se llama `5 sillas`. Esto "
"identifica el producto que le interesa al cliente, además de la cantidad "
"potencial que quiere comprar."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0
msgid "An example of an opportunity in the CRM pipeline."
msgstr "Un ejemplo de una oportunidad en el flujo CRM."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102
msgid ""
"Enter the contact information for the opportunity in the :guilabel:`Email` "
"and :guilabel:`Phone` fields."
msgstr ""
"Ingrese la información de contacto para la oportunidad en los campos "
":guilabel:`Correo` y :guilabel:`Teléfono`."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105
msgid ""
"In the :guilabel:`Expected Revenue` field, enter an estimated value for the "
"opportunity."
msgstr ""
"En el campo :guilabel:`Ingreso esperado` ingrese el valor estimado para la "
"oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108
msgid ""
"The information in the :guilabel:`Expected Revenue` and priority fields can "
"be used to track performance for individual salespeople, and on a team "
"basis. See :doc:`../performance/expected_revenue_report` and "
":doc:`../track_leads/lead_scoring` for more information."
msgstr ""
"La información en el campo :guilabel:`Ingreso esperado` y los campos "
"prioritarios se puede usar para monitorear el rendimiento de vendedores "
"individuales y del equipo en sí. Vea "
":doc:`../performance/expected_revenue_report` y "
":doc:`../track_leads/lead_scoring` para más información."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113
msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority."
msgstr ""
"Después, use los iconos de |st-o| :guilabel:`(estrella)` para asignar la "
"prioridad."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115
msgid "|st-o| |st-o| |st-o|: low priority"
msgstr "|st-o| |st-o| |st-o|: prioridad baja"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116
msgid "|st| |st-o| |st-o|: medium priority"
msgstr "|st| |st-o| |st-o|: prioridad media"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117
msgid "|st| |st| |st-o|: high priority"
msgstr "|st| |st| |st-o|: prioridad alta"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118
msgid "|st| |st| |st|: very high priority"
msgstr "|st| |st| |st|: la prioridad más alta"
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121
msgid ""
"Assigning a priority changes the order of leads in Kanban view, with higher "
"priority leads displayed first."
msgstr ""
"Asignar una prioridad cambiará el orden de visualización de los leads en la "
"vista de kanban. Los que tengan mayor prioridad aparecerán primero."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124
msgid ""
"Once all the necessary information has been entered, click :guilabel:`Add`."
msgstr ""
"Haga clic en :guilabel:`Agregar` una vez que haya agregado toda la "
"información necesaria."
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1
msgid "The CRM pipeline with a newly created opportunity."
msgstr "El flujo de CRM con una oportunidad recién creada."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
msgid "Lead mining"
msgstr "Minado de leads"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8
msgid ""
"*Lead mining* is a feature that allows *CRM* users to generate new leads "
"directly into their Odoo database. To ensure lead qualification, lead mining"
" output is determined by a variety of filtering criteria, such as the "
"country, the company size, and the industry."
msgstr ""
"El *minado de leads* es una función que le permite a los usuarios de CRM "
"generar leads nuevos directamente en su base de datos de Odoo. Para asegurar"
" la calificación de los leads, el resultado del minado de leads se determina"
" según varios criterios de filtro, como país, tamaño de la empresa e "
"industria."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15
msgid ""
"To get started, go to :menuselection:`CRM app --> Configuration --> "
"Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the "
"feature. Then, click :guilabel:`Save`."
msgstr ""
"Primero vaya a :menuselection:`CRM --> Configuración --> Ajustes` y marque "
"la casilla :guilabel:`Minado de leads` para activar la función. Después, "
"haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid "Activate lead mining in Odoo CRM settings."
msgstr "Activar el minado de leads en los ajustes de CRM."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23
msgid "Generate leads"
msgstr "Generar leads"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25
msgid ""
"After the *Lead Mining* setting is activated, a new button called *Generate "
"Leads* is available to use in the upper-left corner of the *CRM* *Pipeline* "
"(:menuselection:`CRM app --> Sales --> My Pipeline`)."
msgstr ""
"Después de que el ajuste *Minado de leads* se haya activado, tendrá "
"disponible un botón nuevo, *Generar leads*, que podrá usar en la esquina "
"superior izquierda del *Flujo* *CRM* (:menuselection:`CRM --> Ventas--> Mi "
"flujo`)."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:29
msgid ""
"Lead mining requests are also available through :menuselection:`CRM app --> "
"Configuration --> Lead Mining Requests`, or through :menuselection:`CRM app "
"--> Leads --> Leads`, where the :guilabel:`Generate Leads` button is also "
"available."
msgstr ""
"Las solicitudes de minado de leads también están disponibles en "
":menuselection:`CRM --> Configuración --> Solicitudes de minado de leads`, o"
" en :menuselection:`CRM --> Leads --> Leads`, donde también está disponible "
"el botón :guilabel:`Generar leads`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid "The Generate Leads button to use the lead mining feature."
msgstr "El botón Generar leads para usar la función de minado de leads."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37
msgid ""
"Click the :guilabel:`Generate Leads` button, and a pop-up window appears, "
"offering a variety of criteria by which to generate leads."
msgstr ""
"Haga clic en el botón :guilabel:`Generar leads` y aparecerá una ventana "
"emergente donde podrá elegir los diferentes criterios que se deberán de "
"tomar en cuanta para generar un lead."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid ""
"The pop-up window with the selection criteria in order to generate leads in "
"Odoo."
msgstr ""
"La ventana emergente en la que podrá elegir los criterios mediante los "
"cuales se generarán los leads en Odoo."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
msgid ""
"Choose to generate leads for :guilabel:`Companies` to get company "
"information only, or choose |CC| to get company information and individual "
"employee contact information."
msgstr ""
"Si solo quiere obtener información de empresas, seleccione generar leads "
"solo para :guilabel:`Empresas` o seleccione |CC| para obtener información "
"sobre la empresa e información de contacto de los empleados individuales."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
msgid ""
"When targeting |CC|, additional options are available to filter contacts "
"based on :guilabel:`Role` or :guilabel:`Seniority`."
msgstr ""
"Al seleccionar |CC| hay opciones adicionales disponibles por las que puede "
"filtrar los contactos según :guilabel:`Función` o :guilabel:`Antigüedad`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
msgid "Additional filtering options include the following:"
msgstr "Otros filtros incluyen"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53
msgid ""
":guilabel:`Countries`: filter leads based on the country (or countries) they"
" are located in."
msgstr ""
":guilabel:`Países`: filtra leads según el país (o países) en los que trabaja"
" la empresa."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54
msgid ""
":guilabel:`States`: further filter leads based on the state in which they "
"are located, if applicable."
msgstr ""
":guilabel:`Estado`: si es posible, también filtra leads según el estado en "
"el que se encuentren."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56
msgid ""
":guilabel:`Industries`: filter leads based on the specific industry they "
"work in."
msgstr ""
":guilabel:`Sectores`: filtra leads según el sector en el que trabajan."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57
msgid ""
":guilabel:`Filter on Size`: tick this checkbox to specify the number of "
"employees at the company. This generates a field labeled :guilabel:`Size`. "
"Fill in the blanks to create a range for the desired company size."
msgstr ""
":guilabel:`Filtrar por tamaño`: marque esta casilla para especificar el "
"número de empleados en la empresa y generar un campo llamado "
":guilabel:`Tamaño`. Llene los campos en blanco para generar un rango para el"
" tamaño deseado de la empresa."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60
msgid ""
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
"to."
msgstr ""
":guilabel:`Equipo de ventas`: escoja a qué equipo de ventas se le asignarán "
"los leads."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
msgid ""
":guilabel:`Salesperson`: choose which member of the Sales Team the leads "
"will be assigned to."
msgstr ""
":guilabel:`Vendedor`: escoja a qué persona del equipo de ventas se le "
"asignará el lead."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62
msgid ""
":guilabel:`Default Tags`: choose which tags are applied directly to the "
"leads once found."
msgstr ""
":guilabel:`Etiquetas predeterminadas`: escoja qué etiquetas se aplicarán de "
"inmediato a los leads una vez que se creen."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65
msgid ""
"Make sure to be aware of the latest EU regulations when receiving contact "
"information. Get more information about the General Data Protection "
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
msgstr ""
"Asegúrese de conocer las normativas más recientes de la UE respecto a la "
"información de sus contactos. Aprenda más sobre el Reglamento General de "
"Protección de Datos en `la página de RGPD de Odoo <http://odoo.com/gdpr>`_."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69
msgid "View leads"
msgstr "Ver leads"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71
msgid ""
"After leads are generated, they are assigned to the designated salesperson "
"and team. To view additional information regarding the lead, select one from"
" the list, and click to open it."
msgstr ""
"Una vez que se generan los leads, estos se asignan al vendedor y el equipo "
"designados. Para ver información adicional sobre el lead, seleccione uno de "
"la lista y haga clic en él para abrirlo."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74
msgid ""
"In the chatter thread for the lead, additional information is provided. This"
" can include the number of employees, the technology used by the company, "
"the timezone, and direct contact information."
msgstr ""
"Podrá encontrar información adicional en el hilo del chatter del lead. Esta "
"información puede incluir el número de empleados, la tecnología que usa la "
"empresa, la zona horaria e información directa de contacto."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
msgid "The chatter thread of a newly generated lead."
msgstr "El hilo de chatter de un lead recién generado."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82
msgid ""
"If :guilabel:`Leads` are **not** enabled for the database, then leads are "
"generated as *opportunities*, and added to the pipeline for the designated "
"salesperson."
msgstr ""
"Si los :guilabel:`Leads` no están activados para la base de datos, entonces "
"los leads se generarán como *oportunidades* y se agregarán al flujo del "
"vendedor designado."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85
msgid ""
"To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app"
" --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. "
"Then, click :guilabel:`Save`."
msgstr ""
"Para activar la función :guilabel:`Leads` vaya a :menuselection:`CRM --> "
"Configuración --> Ajustes` y seleccione la casilla :guilabel:`Leads`. Por "
"último, haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61
#: ../../content/applications/sales/rental.rst:88
msgid "Pricing"
msgstr "Precio"
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91
msgid ""
"Lead mining is an *In-App Purchase* feature, and each generated lead costs "
"one :ref:`credit <in_app_purchase/credits>`."
msgstr ""
"El minado de leads es una función que requiere de *compras dentro de la "
"aplicación*. Cada lead que se genere cuesta un :ref:`crédito "
"<in_app_purchase/credits>`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95
msgid ""
"Generating |CC| costs one additional credit for each contact generated. See "
"here for complete pricing information: `Lead Generation by Odoo IAP "
"<https://iap.odoo.com/iap/in-app-services/167?>`_."
msgstr ""
"Generar |CC| cuesta un crédito adicional por cada contacto generado. Vea la "
"siguiente documentación para más información sobre los precios: `Generación "
"de leads por Odoo IAP <https://iap.odoo.com/iap/in-app-services/167?>`_."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99
msgid ""
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
"Settings`. In the :guilabel:`Lead Generation` section, under the "
":guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`."
msgstr ""
"Para comprar créditos, vaya a :menuselection:`CRM --> Configuración --> "
"Ajustes`. En la sección de :guilabel:`Generación de leads` vaya a la función"
" :guilabel:`Minado de leads` y haga clic en :guilabel:`Comprar créditos`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103
msgid ""
"Credits may also be purchased by navigating to the :menuselection:`Settings "
"app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` "
"feature, click :guilabel:`View My Services`."
msgstr ""
"También puede comprar créditos en la aplicación :menuselection:`Ajustes`. En"
" la sección de :guilabel:`Contactos` busque :guilabel:`Compras dentro de la "
"aplicación de Odoo` y haga clic en :guilabel:`Ver mis servicios`."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid "Buy credits in the Odoo IAP settings."
msgstr ""
"Compre créditos en los ajustes de compras dentro de la aplicación de Odoo."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112
msgid ""
"Enterprise Odoo users with a valid subscription get free credits to test "
"|IAP| features before purchasing more credits for the database. This "
"includes demo/training databases, educational databases, and one-app-free "
"databases."
msgstr ""
"Los usuarios de Odoo Enterprise que tengan una suscripción válida obtendrán "
"créditos gratuitos para probar las funciones de compras dentro de la "
"aplicación antes de decidir si desean comprar más créditos para la base de "
"datos. Esto incluye bases de datos de demostración y capacitación, bases de "
"datos educativas y bases de datos gratuitas de una sola aplicación."
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117
msgid ":doc:`/applications/essentials/in_app_purchase`"
msgstr ":doc:`/applications/essentials/in_app_purchase`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3
msgid "Create opportunities from web contact forms"
msgstr "Crear oportunidades desde formularios de contacto de páginas web"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5
msgid ""
"Adding a contact form to a website makes it easy to convert visitors into "
"leads and opportunities. After a visitor submits their information, an "
"opportunity can be created automatically, and assigned to a designated sales"
" team and salesperson."
msgstr ""
"Agregar un contacto desde el sitio web facilita la conversión de visitantes "
"a leads u oportunidades. Después de que un visitante envíe su información, "
"se creará una oportunidad de forma automática y se le asignará a vendedor o "
"equipo de ventas indicado."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12
msgid "Customize contact forms"
msgstr "Personalizar los formularios de contacto"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14
msgid ""
"By default, the *Contact Us* page on an Odoo website displays a "
"preconfigured contact form. This form can be customized, as needed, to suit "
"the needs of a specific sales team."
msgstr ""
"Por defecto, la página *Contáctanos* en los sitios web de Odoo muestra un "
"formulario de contacto preconfigurado. Este formulario se puede personalizar"
" como sea necesario para poder cumplir con las necesidades del equipo de "
"ventas específico."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17
msgid ""
"Navigate to :menuselection:`Website app --> Contact Us`, then click "
":guilabel:`Edit` in the top-right of the screen to open the web editor. "
"Click on the form building block in the body of the webpage to open the form"
" configuration settings on the right sidebar. The following options are "
"available to customize the contact form from the :guilabel:`From` section of"
" the right sidebar:"
msgstr ""
"Vaya a :menuselection:`la aplicación Sitio web --> Contáctenos` y después "
"haga clic en :guilabel:`Editar` en la parte superior derecha de la pantalla "
"para abrir el editor de sitio web. Haga clic en el bloque de creación del "
"formulario en el cuerpo de la página web para abrir la configuración del "
"formulario en la barra lateral derecha. Puede personalizar las siguientes "
"opciones en el formulario de contacto desde la sección :guilabel:`De` en la "
"barra lateral derecha:"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1
msgid "The form configuration settings on an Odoo website."
msgstr "La configuración de los ajustes en un sitio web de Odoo."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26
msgid ""
":guilabel:`Action`: the default action for a contact form is :guilabel:`Send"
" an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list"
" to capture the information in the *CRM* app."
msgstr ""
":guilabel:`Accción`: la acción por defecto para un formulario de contacto es"
" :guilabel:`Enviar un correo`. Seleccione :guilabel:`Crear una oportunidad` "
"desde la lista desplegable para capturar la información en la aplicación "
"*CRM*."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29
msgid ""
":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the"
" opportunities from this form should be assigned to. This field **only** "
"appears if the :guilabel:`Action` field is set to :guilabel:`Create an "
"Opportunity`."
msgstr ""
":guilabel:`Equipo de ventas`: use el menú desplegable para seleccionar el "
"equipo de ventas al que se le deben asignar las oportunidades de este "
"formulario. Este campo **solo** aparece si el campo :guilabel:`Acción` se "
"configura como :guilabel:`Crear una oportunidad`."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32
msgid ""
":guilabel:`Salesperson`: if the opportunities should be assigned to a "
"specific salesperson, select them from the drop-down menu. If no selection "
"is made in this field, the opportunities are assigned based on the team's "
"existing rules."
msgstr ""
":guilabel:`Vendedor`: si las oportunidades se deben asignar a un vendedor "
"específico, selecciónelas del menú desplegable. Si no selecciona nada en "
"este campo, las oportunidades se asignarán según las reglas existentes del "
"equipo."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35
msgid ""
":guilabel:`Marked Fields`: use this field to alter how the form handles "
"marked fields. The default option is to treat marked fields as "
":guilabel:`Required`, which is the recommended setting."
msgstr ""
":guilabel:`Campos marcados`: use este campo para alterar cómo gestiona los "
"campos marcados este formulario. La opción predeterminada es que los campos "
"marcados se consideren :guilabel:`Obligatorios`, que es el ajuste "
"recomendado."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37
msgid ""
":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be "
"identified. The default character is an asterisk (`*`)."
msgstr ""
":guilabel:`Indicador de texto`: seleccione cómo distinguir los "
":guilabel:`campos marcados`. El carácter que se usa en automático es un "
"asterisco (`*`)."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39
msgid ""
":guilabel:`Labels Width`: use this field to alter the pixel width of the "
"labels, if desired."
msgstr ""
":guilabel:`Ancho de las etiquetas`: use este campo para alterar la medida de"
" pixeles a lo largo de las etiquetas si así lo quiere."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40
msgid ""
":guilabel:`On Success`: select how the webpage reacts after a customer "
"successfully submits a form. :guilabel:`Nothing` keeps the customer on the "
"same screen, with the addition of a confirmation message that the form was "
"submitted successfully. :guilabel:`Redirect` sends the customer to a new "
"webpage, based on the address provided in the :guilabel:`URL` field below. "
":guilabel:`Show Message` replaces the form with a preconfigured message that"
" informs the customer someone should respond to them as soon as possible."
msgstr ""
":guilabel:`Al enviar`: seleccione cómo reaccionará la página cuando un "
"cliente logre enviar el formulario. Si selecciona :guilabel:`nada` el "
"cliente se quedará en la misma pantalla, solo aparecerá un mensaje de "
"confirmación en el que se indicará que el formulario se logró enviar. Si "
"selecciona :guilabel:`redireccionar` el cliente verá una nueva página web "
"que será lo que se haya indicado en el campo :guilabel:`URL` de abajo. Si "
"selecciona :guilabel:`mostrar mensaje` un mensaje preconfigurado reemplazará"
" el formulario; en este mensaje se le indicará al cliente que alguien se "
"pondrá en contacto tan pronto como sea posible."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46
msgid ""
":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On "
"Success` field, enter the URL for the webpage, where customers should be "
"directed after successfully submitting a form."
msgstr ""
":guilabel:`URL`: si seleccionó :guilabel:`redirigir` en el campo "
":guilabel:`Al enviar` ingrese el URL de la página a la que se deben "
"redirigir los clientes después de que envíen un formulario."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48
msgid ""
":guilabel:`Visibility`: use the drop-down menu to add any visibility "
"conditions for this field, if desired."
msgstr ""
":guilabel:`Visibilidad`: use el menú desplegable para agregar condiciones de"
" visibilidad para un campo si así lo desea."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52
msgid ""
"If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an "
"Opportunity` generates a lead instead. To activate leads, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`, and tick the "
":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`."
msgstr ""
"Si la función *Leads* está habilitada en los ajustes de *CRM*, al "
"seleccionar :guilabel:`Crear una oportunidad` creará un lead. Para activar "
"los leads, vaya a :menuselection:`CRM --> Configuración --> Ajustes`, "
"seleccione la casilla :guilabel:`Leads` y, por último, haga clic en "
":guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57
msgid "Customize contact form fields"
msgstr "Personalizar los campos del formulario de contacto"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59
msgid ""
"In addition to the settings for the form, the settings for each field can be"
" customized, as well. With the web editor menu still open, click into a "
"field to open the :guilabel:`Field` configuration settings section on the "
"sidebar. The following options are available to customize a field:"
msgstr ""
"Además de que es posible personalizar los ajustes del formulario en general,"
" también puede personalizar los ajustes de cada campo. Con el menú del "
"editor abierto, haga clic en un campo para abrir los ajustes de "
"configuración del :guilabel:`Campo` en la barra lateral. Las siguientes "
"opciones están disponibles para personalizar un campo:"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63
msgid ""
":guilabel:`Type`: choose a custom field option or an existing field type."
msgstr ""
":guilabel:`Tipo`: seleccione una opción de campo personalizado o un tipo de "
"campo existente."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64
msgid ""
":guilabel:`Input Type`: determine the type of information customers should "
"input. Available options are :guilabel:`Text`, :guilabel:`Email`, "
":guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field "
"limits the format that customers can use when entering information."
msgstr ""
":guilabel:`Tipo de entrada`: determine el tipo de información que los "
"clientes deben ingresar. Las opciones disponibles son :guilabel:`Texto`, "
":guilabel:`Correo electrónico`, :guilabel:`Teléfono`, o :guilabel:`URL`. Lo "
"que seleccione en este campo limitará el formato que los clientes pueden "
"usar al ingresar información."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67
msgid ":guilabel:`Label`: enter the name for the field."
msgstr ":guilabel:`Etiqueta`: ingrese el nombre del campo."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68
msgid ""
":guilabel:`Position`: choose the way the label is aligned with the rest of "
"the form. The label can be hidden, above the field, to the left of the "
"field, or right adjusted and closer to the field."
msgstr ""
":guilabel:`Posición`: elija cómo se debe alinear la etiqueta con el resto "
"del formulario. La etiqueta puede estar oculta, arriba de un campo, a la "
"izquierda del campo o ajustada a la derecha y más cerca del campo."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70
msgid ""
":guilabel:`Description`: slide the toggle to add a description for the "
"field, which can provide additional instructions to customers. Click under "
"the field on the form to add the description."
msgstr ""
":guilabel:`Descripción`: deslice el activador para agregar una descripción "
"al campo con la cual pueda brindar instrucciones adicionales a los clientes."
" Haga clic debajo del campo en el formulario para agregar la descripción."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72
msgid ""
":guilabel:`Placeholder`: enter an example to help users know how to input "
"information where formatting is important, such as a phone number or email "
"address."
msgstr ""
":guilabel:`Marcador de contenido`: escriba un ejemplo que le sirva a los "
"usuarios como guía para cuando deben ingresar información en donde el "
"formato es importante, como número de teléfono o dirección de correo "
"electrónico."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74
msgid ""
":guilabel:`Default Value`: enter a value to include in the form, by default,"
" if the customer does not provide information in the field. *It is not "
"recommended to include a default value for required fields*."
msgstr ""
":guilabel:`Valor predeterminado`: ingrese un valor a incluir en el "
"formulario por defecto si el cliente no brinda información en el campo. *No "
"se recomienda ingresar un valor predeterminado para campos obligatorios*."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77
msgid ""
":guilabel:`Required`: slide the toggle to mark this field as required if it "
"**must** be filled in for every submission."
msgstr ""
":guilabel:`Obligatorio`: deslice el activador para marcar este campo como "
"obligatorio si **debe** llenarse para que se envíe el formulario."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79
msgid ""
":guilabel:`Visibility`: select when this field should be visible. Use the "
"button on the left to choose whether to show or hide this field on a desktop"
" users. Use the button on the right to choose whether to show or hide this "
"field to mobile users."
msgstr ""
":guilabel:`Visibilidad`: seleccione cuándo este campo debe ser visible. Use "
"el botón a la izquierda para elegir si mostrar u ocultar este campo para "
"usuarios de computadoras de escritorio. Use el campo a la derecha para "
"elegir si mostrar u ocultar este campo para usuarios en dispositivos "
"móviles."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82
msgid ":guilabel:`Animation`: select if this field should have any animation."
msgstr ""
":guilabel:`Animación`: seleccione si este campo debe tener alguna animación."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1
msgid "The field configuration settings on an Odoo website."
msgstr "La configuración de los ajustes de un campo del sitio web de Odoo."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89
msgid "View opportunities"
msgstr "Ver oportunidades"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91
msgid ""
"After a customer submits a contact form, and an opportunity is created, it "
"is assigned based on the :ref:`form settings <crm/customize-contact-form>`. "
"To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My "
"Pipeline`."
msgstr ""
"Después de que un cliente envíe un formulario de contacto se creará una "
"oportunidad y se asignará según los :ref:`ajustes del formulario "
"<crm/customize-contact-form>`. Para ver las oportunidades, vaya "
":menuselection:`CRM --> Ventas--> Mi flujo`."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96
msgid ""
"If leads are activated on the database, contact form submissions are "
"generated as leads, not opportunities. To activate leads, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`, and tick the "
":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`."
msgstr ""
"Si la base de datos tiene la función de leads activa, los formularios de "
"contacto enviados generarán leads, no oportunidades. Para habilitar los "
"leads, vaya a :menuselection:`CRM --> Configuración --> Ajustes`, seleccione"
" la casilla :guilabel:`Leads` y, por último, haga clic en "
":guilabel:`Guardar`."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100
msgid ""
"Navigate to :menuselection:`CRM app --> Leads` to view the newly-created "
"leads."
msgstr ""
"Vaya a :menuselection:`CRM --> Leads` para ver los leads que se acaban de "
"crear."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102
msgid ""
"On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in "
"the Kanban view to open the opportunity record. The information submitted by"
" the customer is visible on the opportunity record."
msgstr ""
"Haga clic en una tarjeta de oportunidad del tablero :guilabel:`Mi flujo` en "
"la vista de kanban para abrir el registro de una oportunidad. La información"
" que el cliente haya enviado aparecerá allí."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107
msgid ""
"As the contact form fields are customizable, the fields on the opportunity "
"record, where the form information is stored, varies accordingly."
msgstr ""
"Como los campos del formulario de contacto son personalizables, los campos "
"en el registro de la oportunidad en los que se guarda la información varía."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110
msgid ""
"If the preconfigured contact form is used, the *Subject* field is added to "
"the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field,"
" which is labeled as :guilabel:`Your Question`, is added to the "
":guilabel:`Internal Notes` tab."
msgstr ""
"Si se usa el formulario de contacto preconfigurado, el campo de *asunto* se "
"agrega al campo :guilabel:`Título` y el contenido en el campo "
":guilabel:`Notas`, que se llama :guilabel:`Su pregunta`, se agrega a la "
"pestaña :guilabel:`Notas internas`."
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115
msgid ":doc:`../pipeline/manage_sales_teams`"
msgstr ":doc:`../pipeline/manage_sales_teams`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116
msgid ":doc:`convert`"
msgstr ":doc:`convert`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109
msgid ":doc:`../track_leads/lead_scoring`"
msgstr ":doc:`../track_leads/lead_scoring`"
#: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118
msgid ":ref:`Website forms <dynamic_content/form>`"
msgstr ":ref:`Formularios del sitio web <dynamic_content/form>`"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
msgid "Create and send quotations"
msgstr "Crear y enviar cotizaciones"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
msgid ""
"Once a qualified lead has been converted into an opportunity, the next step "
"is to create and deliver a quotation. This process can be easily handled "
"through Odoo's *CRM* application."
msgstr ""
"Una vez que un lead calificado se ha convertido en una oportunidad, el "
"siguiente paso es crear y entregar una cotización. Puede realizar este "
"proceso a través de la aplicación *CRM* de Odoo."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9
msgid "Create a new quotation"
msgstr "Cree un nuevo presupuesto"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11
msgid ""
"To create a new quotation, open the :menuselection:`CRM app`, revealing the "
":guilabel:`Pipeline` page on the main *CRM* dashboard."
msgstr ""
"Abra la aplicación :guilabel:`CRM` para crear una nueva cotización. "
"Aparecerá el :guilabel:`flujo` en el tablero principal de *CRM*."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
msgid ""
"From here, click on any opportunity to open it. Review the existing "
"information and update any fields, if necessary."
msgstr ""
"Ahí, haga clic en cualquier oportunidad para abrirla. Revise la información "
"existente y actualice cualquier campo que sea necesario."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18
msgid ""
"If a quotation has already been created for this opportunity, it can be "
"found by clicking on the :guilabel:`Quotations` smart button at the top of "
"the top of the form. The number of existing quotations is listed on the "
"smart button, as well."
msgstr ""
"Si ya se ha creado una cotización para esta oportunidad, la puede ver al "
"hacer clic en el botón inteligente :guilabel:`cotizaciones` en la parte "
"superior del formulario. El número de cotizaciones existentes también se "
"muestra en el botón inteligente."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22
msgid ""
"At the top-left of the form, click the :guilabel:`New Quotation` button."
msgstr ""
"En la parte superior izquierda del formulario, haga clic en el botón "
":guilabel:`nueva cotización`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid "Qualified lead form with New Quotation button emphasized."
msgstr ""
"Formulario de cliente potencial calificado con el botón 'nueva cotización' "
"destacado."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29
msgid ""
"The **Sales** application **must** be installed for the :guilabel:`New "
"Quotation` button to appear."
msgstr ""
"La aplicación **Ventas** **debe** estar instalada para que aparezca el botón"
" :guilabel:`Nueva cotización`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33
msgid ""
"The :guilabel:`Customer` field is **not** required on the opportunity form."
msgstr ""
"El campo :guilabel:`cliente` **no** es obligatorio en el formulario de "
"oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35
msgid ""
"However, customer information must be added or linked before a quotation can"
" be sent. If the :guilabel:`Customer` field is left blank on the "
"opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up "
"window with the following options:"
msgstr ""
"Sin embargo, debe agregar o vincular la información del cliente antes de que"
" se pueda enviar una cotización. Si deja el campo :guilabel:`cliente` vacío "
"en la oportunidad, al hacer clic en el botón :guilabel:`nueva cotización` se"
" abrirá una ventana emergente con las siguientes opciones:"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39
msgid ""
":guilabel:`Create a new customer`: creates a new customer record, using any "
"available information provided on the opportunity form."
msgstr ""
":guilabel:`Crear un nuevo cliente`: crea un nuevo registro de cliente, "
"utilizando cualquier información disponible proporcionada en el formulario "
"de oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:41
msgid ""
":guilabel:`Link to an existing customer`: opens a drop-down field with "
"existing customer names. Select a name to link this new quotation to an "
"existing customer record."
msgstr ""
":guilabel:`Enlace a un cliente existente`: abre un campo desplegable con los"
" nombres de los clientes existentes. Seleccione un nombre para vincular esta"
" nueva cotización a un registro de cliente existente."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:43
msgid ""
":guilabel:`Do not link to a customer`: the quotation will **not** be linked "
"to a customer, and no changes are made to the customer information."
msgstr ""
":guilabel:`No vincular a un cliente`: la cotización **no** se vinculará a un"
" cliente y no se realizarán cambios en la información del cliente."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46
msgid ""
"Once this button is clicked, a new quotation form appears. Confirm the "
"information in the top half of the form, and update any missing or incorrect"
" fields:"
msgstr ""
"Una vez que haga clic en este botón, aparecerá un nuevo formulario de "
"cotización. Confirme la información en la mitad superior del formulario y "
"actualice cualquier campo faltante o incorrecto."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49
msgid ""
":guilabel:`Customer`: the company or contact for whom this quotation was "
"created."
msgstr ""
":guilabel:`Cliente`: la empresa o contacto para quien se creó esta "
"cotización."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50
msgid ""
":guilabel:`Referrer`: if this customer was referred by another customer or "
"contact, select it from the drop-down menu in this field."
msgstr ""
":guilabel:`Referido`: si este cliente fue referido por otro cliente o "
"contacto, selecciónelo del menú desplegable en este campo."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52
msgid ""
":guilabel:`Invoice Address`: physical address where the invoice should be "
"sent."
msgstr ""
":guilabel:`Dirección de facturación`: dirección física a donde se debe "
"enviar la factura."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53
msgid ""
":guilabel:`Delivery Address`: physical address where any products should be "
"delivered."
msgstr ""
":guilabel:`Dirección de entrega`: dirección física donde deben entregarse "
"los productos."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:54
msgid ""
":guilabel:`Quotation Template`: if applicable, select a pre-configured "
":doc:`quotation template "
"</applications/sales/sales/send_quotations/quote_template>` from this field."
msgstr ""
":guilabel:`Plantilla de cotización`: si aplica, seleccione una "
":doc:`plantilla de cotización "
"</applications/sales/sales/send_quotations/quote_template>` preconfigurada "
"en este campo."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56
msgid ":guilabel:`Expiration`: date when this quotation is no longer valid."
msgstr ""
":guilabel:`Vencimiento`: fecha en la que esta cotización ya no es válida."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:57
msgid ""
":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation"
" date of confirmed orders. Note that this field is only visible if "
":doc:`Developer mode (debug mode) </applications/general/developer_mode>` is"
" active."
msgstr ""
":guilabel:`Fecha de cotización`: fecha de creación de órdenes en "
"borrador/enviados, fecha de confirmación de órdenes confirmadas. Tenga en "
"cuenta que este campo solo es visible si el :doc:`modo desarrollador (modo "
"de solución de bugs) </applications/general/developer_mode>` está activo."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:60
msgid ""
":guilabel:`Recurring Plan`: if this quotation is for a recurring product or "
"subscription, select the recurring plan configuration to be used."
msgstr ""
":guilabel:`Plan recurrente`: si esta cotización es para un producto o "
"suscripción recurrente, seleccione la configuración del plan recurrente que "
"se utilizará."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62
msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order."
msgstr ""
":guilabel:`Listas de precios`: seleccione una lista de precios para aplicar "
"a esta orden."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63
msgid ""
":guilabel:`Payment Terms`: select any applicable payment terms for this "
"quotation."
msgstr ""
":guilabel:`Términos de pago`: seleccione los términos de pago aplicables "
"para esta cotización."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:70
msgid ""
"The :guilabel:`Expiration` field automatically populates based on the "
"creation date of the quotation, and the default validity time frame."
msgstr ""
"El campo :guilabel:`vencimiento` se completa automáticamente en función de "
"la fecha de creación de la cotización y el marco de tiempo de validez "
"predeterminado."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73
msgid ""
"To update the default validity time frame, navigate to :menuselection:`Sales"
" app --> Configuration --> Settings --> Quotations & Orders` and update the "
":guilabel:`Default Quotation Validity` field. To disable automatic "
"expiration, enter `0` in this field."
msgstr ""
"Si desea actualizar el marco de tiempo de validez predeterminado, vaya a la "
"aplicación :menuselection:`Ventas --> Configuración --> Ajustes --> "
"Cotizaciones y órdenes` y actualice el campo :guilabel:`validez "
"predeterminada de cotización`. Establezca en 0 para desactivar el "
"vencimiento automático."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77
msgid "When the desired changes are complete, click :guilabel:`Save`."
msgstr ""
"Cuando los cambios deseados estén completos, haga clic en "
":guilabel:`guardar`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79
msgid ""
"When using a quotation template, the expiration date is based off of the "
":guilabel:`Quotation Validity` field on the template. To alter the validity "
"date computation on a template, go to :menuselection:`Sales app --> "
"Configuration --> Sales Orders --> Quotation Templates`."
msgstr ""
"Cuando se utiliza una plantilla de cotización, la fecha de vencimiento se "
"basa en el campo :guilabel:`validez de la cotización` de la plantilla. Para "
"modificar el cálculo de la fecha de validez en una plantilla, vaya a la "
"aplicación :menuselection:`Ventas --> Configuración --> Órdenes de venta -->"
" Plantillas de cotización`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83
msgid ""
"Then, click on a template to open it, and update the number in the "
":guilabel:`Quotation Validity` field."
msgstr ""
"Después haga clic en una plantilla para abrirla y actualice el número en el "
"campo :guilabel:`validez de la cotización`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87
msgid "Order lines"
msgstr "Líneas de pedido"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:89
msgid ""
"After updating the customer, payment, and deadline information on the new "
"quotation, the :guilabel:`Order Lines` tab can be updated with the "
"appropriate product information."
msgstr ""
"Después de actualizar la información del cliente, el pago y la fecha límite "
"en la nueva cotización, puede actualizar la pestaña :guilabel:`líneas de la "
"orden` con la información del producto correspondiente."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:92
msgid ""
"To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` "
"tab."
msgstr ""
"Para ello, haga clic en :guilabel:`agregar un producto` en la pestaña "
":guilabel:`líneas de la orden`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94
msgid ""
"Next, type the name of an item into the :guilabel:`Product` field to search "
"through the product catalog. Then, select a product from the drop-down menu,"
" or create a new one by selecting :guilabel:`Create` or :guilabel:`Create "
"and Edit`."
msgstr ""
"A continuación, escriba el nombre de un artículo en el campo "
":guilabel:`producto` para buscar en el catálogo de productos. Luego, "
"seleccione un producto del menú desplegable o cree uno nuevo seleccionando "
":guilabel:`crear` o :guilabel:`crear y editar`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:98
msgid ""
"After selecting a product, update the :guilabel:`Quantity`, if necessary. "
"Confirm the information in the remaining fields."
msgstr ""
"Después de seleccionar un producto, actualice la :guilabel:`cantidad`, si es"
" necesario. Confirme la información en los campos restantes."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:101
msgid ""
"To remove a line from the quotation, click the :icon:`fa-trash-o` "
":guilabel:`(trash can)` icon."
msgstr ""
"Si desea eliminar una línea de la cotización, haga clic en el icono "
":icon:`fa-trash-o` :guilabel:`(papelera)`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103
msgid ""
"To organize products into sections click :guilabel:`Add a section` and type "
"a name for the section. Then, click the :icon:`oi-draggable` "
":guilabel:`(drag)` icon to the left of the name and drag to move the section"
" to the appropriate location. Move each product using the same method to "
"finish organizing the quotation order lines."
msgstr ""
"Para organizar productos en secciones, haga clic en :guilabel:`Agregar una "
"sección` y escriba un nombre para la sección. Después, haga clic en el icono"
" :icon:`oi-draggable` :guilabel:`(arrastrar)` a la izquierda del nombre y "
"arrástrelo par mover la sección a la ubicación deseada. Mueva cada producto "
"con el mismo método para terminar de organizar las líneas de la cotización."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid ""
"Categories are used to create separate sections on the order lines of a "
"quote."
msgstr ""
"Las categorías se usan para crear secciones por separado en las líneas de la"
" cotización."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113
msgid "Product catalog"
msgstr "Catálogo del producto"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115
msgid ""
"To quickly add numerous products to the quotation, click the "
":guilabel:`Catalog` button to open the product catalog."
msgstr ""
"Para agregar varios productos a la cotización rápido, haga clic en el botón "
":guilabel:`Catálogo` para abrir el catálogo del producto."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118
msgid ""
"All products in the database are listed as cards and can be sorted in the "
"left panel by :guilabel:`Product Category` and :guilabel:`Attributes`."
msgstr ""
"Todos los productos en la base de datos se muestran en forma de tarjetas y "
"se pueden acomodar en el panel izquierdo por :guilabel:`categoría del "
"producto` y :guilabel:`Atributos`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid "The product catalog displays all products as cards."
msgstr ""
"El catálogo del producto muestra todos los productos en formato de tarjetas."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125
msgid ""
"To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button "
"on the product card. Set the quantity of the item using the :icon:`fa-plus` "
":guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or "
"type the quantity in the number field between the two buttons. To remove an "
"item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product "
"card."
msgstr ""
"Para agregar un producto, haga clic en el botón :icon:`fa-shopping-cart` "
":guilabel:`Agregar` que se encuentra en la tarjeta del producto. Indique la "
"cantidad del artículo usando los botones :icon:`fa-plus` "
":guilabel:`(agregar)` o :icon:`fa-minus` :guilabel:`(quitar)`, o ingrese la "
"cantidad en el campo de número que se encuentra entre ambos botones. Para "
"quitar un artículo, haga clic en el botón :icon:`fa-trash` "
":guilabel:`quitar` que aparece en la tarjeta del producto."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
msgid ""
"The purple add and subtract buttons are used to set the quantity of an item."
msgstr ""
"Los botones morados de agregar y quitar se usan para indicar la cantidad de "
"un artículo."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134
msgid ""
"Once all product quantities are set, click the :guilabel:`Back to Quotation`"
" button to return to the quotation. The items selected in the product "
"catalog now appear in the :guilabel:`Order Lines` tab."
msgstr ""
"Haga clic en el botón :guilabel:`Volver a la cotización` una vez que haya "
"configurado todas las cantidades de un producto. Los artículos seleccionados"
" en el catálogo de productos ahora aparecerán en la pestaña "
":guilabel:`Líneas de la orden`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138
msgid "Preview and send quotation"
msgstr "Vista previa y envío de cotización"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140
msgid ""
"To see a preview of the quotation as the customer will see it, click the "
":guilabel:`Preview` button. Doing so opens a preview in the "
":guilabel:`Customer Portal`."
msgstr ""
"Si desea ver una vista previa de la cotización para saber como la verá el "
"cliente, haga clic en el botón :guilabel:`vista previa`. Al hacerlo, se "
"abrirá una vista previa en el :guilabel:`portal del cliente`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143
msgid ""
"After reviewing the customer preview, click :guilabel:`Return to edit mode` "
"to return to the quotation form in the backend."
msgstr ""
"Después de revisar la vista previa, haga clic en :guilabel:`volver al modo "
"de edición` para regresar al formulario de cotización en el backend."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:146
msgid ""
"When the quotation is ready to deliver to the customer, click the "
":guilabel:`Send by Email` button."
msgstr ""
"Cuando la cotización esté lista para mandarla al cliente, haga clic en el "
"botón :guilabel:`enviar por correo electrónico`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148
msgid ""
"Doing so opens a pop-up window with a pre-configured email message. "
"Information from the quotation, including the contact information, total "
"cost, and quotation title are be imported from the quotation."
msgstr ""
"Al hacerlo verá una ventana emergente con un mensaje de correo electrónico "
"predeterminado. La información de la cotización, incluida la información de "
"contacto, el costo total y el título de la cotización, se importará de la "
"cotización."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152
msgid "A PDF of the quotation is added as an attachment to the email."
msgstr "Se adjuntará un PDF de la cotización en el correo electrónico."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155
msgid ""
"A pre-loaded template is used to create the email message. To alter the "
"template, click the internal link to the right of the :guilabel:`Load "
"template` field, located at the bottom of the email pop-up window."
msgstr ""
"Se utiliza una plantilla pre-cargada para crear el mensaje de correo "
"electrónico. Si desea modificar la plantilla, haga clic en el enlace interno"
" a la derecha del campo :guilabel:`cargar plantilla`, ubicado en la parte "
"inferior de la ventana emergente del correo electrónico."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:159
msgid ""
"To select a new template, select an option from the :guilabel:`Load "
"template` drop-down menu."
msgstr ""
"Si desea seleccionar una nueva plantilla, elija una opción del menú "
"desplegable :guilabel:`cargar plantilla`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:161
msgid ""
"Proceed to make any necessary changes to the email, then click "
":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of "
"the record."
msgstr ""
"Proceda a realizar los cambios necesarios en el correo electrónico, luego "
"haga clic en :guilabel:`enviar`. Se agrega una copia del mensaje al "
"*chatter* del registro."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:164
msgid ""
"After a quotation is sent, the originating opportunity's "
":guilabel:`Quotations` smart button updates with a new count. This "
"quotation, and all other quotations can be accessed through this smart "
"button at the top of the opportunity in the *CRM* app."
msgstr ""
"Después de enviar una cotización, el botón inteligente "
":guilabel:`cotizaciones` de la oportunidad se actualizará con un nuevo "
"número. Puede acceder a esta cotización, y todas las demás, a través de este"
" botón inteligente en la parte superior de la oportunidad en la aplicación "
"*CRM*."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:168
msgid ""
"Any quotations attached to the opportunity that are confirmed, and have "
"therefore been converted to sales orders, will be deducted from the number "
"listed on the :guilabel:`Quotations` smart button. Instead, the value of the"
" sales order will appear in the :guilabel:`Orders` smart button located in "
"the same control panel."
msgstr ""
"Cualquier cotización adjunta a la oportunidad que esté confirmada y, por lo "
"tanto, haya sido convertida en orden de venta, se deducirá del número "
"indicado en el botón inteligente :guilabel:`cotizaciones`. En su lugar, el "
"valor de la orden de venta aparecerá en el botón inteligente "
":guilabel:`órdenes` ubicado en el mismo tablero."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174
msgid "Mark an opportunity won or lost"
msgstr "Marcar una oportunidad ganada o perdida"
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176
msgid ""
"In order to keep the pipeline up to date and accurate, opportunities need to"
" be identified as *won* or *lost* once a customer has responded to a "
"quotation."
msgstr ""
"Con el fin de mantener el flujo de trabajo actualizado y con la información "
"correcta, es necesario identificar las oportunidades como *ganadas* o "
"*perdidas* una vez que un cliente responda a una cotización."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179
msgid ""
"To mark an opportunity as *won* or *lost*, return to the opportunity using "
"the breadcrumbs at the top-left of the quotation form. Or navigate to "
":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct "
"opportunity to open it."
msgstr ""
"Para marcar una oportunidad como *ganada* o *perdida*, regrese a la "
"oportunidad utilizando las migas de pan en la parte superior izquierda del "
"formulario de cotización. O vaya a :menuselection:`CRM --> Ventas --> Mi "
"flujo de trabajo` y haga clic en la oportunidad correcta para abrirla."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183
msgid ""
"At the top-left of the form, click on either the :guilabel:`Won` or "
":guilabel:`Lost` button."
msgstr ""
"En la parte superior izquierda del formulario, haga clic en el botón "
":guilabel:`ganada` o :guilabel:`perdida`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:185
msgid ""
"If the opportunity is marked *won*, a green :guilabel:`Won` banner is added "
"to the record, and it is moved to the :guilabel:`Won` stage."
msgstr ""
"Si la oportunidad está marcada como *ganada*, se agregará un listón verde "
"con la leyenda :guilabel:`ganado` al registro y se moverá a la etapa "
":guilabel:`ganado`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:188
msgid ""
"Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a "
":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be "
"entered."
msgstr ""
"Si marca una oportunidad como *perdida* se abrirá la ventana emergente "
":guilabel:`marcar como perdida`, donde puede ingresar un :guilabel:`motivo "
"de pérdida`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191
msgid ""
"From the :guilabel:`Lost Reason` drop-down field, choose an existing lost "
"reason. If no applicable reason is available, create a new one by entering "
"it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
msgstr ""
"En el campo desplegable :guilabel:`motivo de pérdida`, elija un motivo de "
"pérdida existente. Si no encuentra la razón correcta, haga una nueva, solo "
"debe ingresarla en el campo :guilabel:`motivo de pérdida` y hacer clic en "
":guilabel:`crear`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196
msgid ""
"It's best practice to try and use pre-configured :guilabel:`Lost Reason` "
"values as much as possible or to limit the creation of new values only to "
"sales team leads. Using consistent values for this parameter will make "
"pipeline analysis easier and more accurate when filtering for the "
":guilabel:`Lost Reason` parameter."
msgstr ""
"La mejor práctica es usar los valores preconfigurados en :guilabel:`motivo "
"de pérdida` tanto como sea posible o limitar la creación de nuevos valores "
"solo a los líderes del equipo de ventas. Usar los mismos valores en este "
"parámetro facilitará y hará más preciso el análisis del flujo de trabajo al "
"filtrar por el parámetro :guilabel:`motivo de pérdida`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201
msgid ""
"To set up new values for this field, navigate to :menuselection:`CRM --> "
"Configuration --> Lost Reasons`, and click both :guilabel:`New` and "
":guilabel:`Save` for each new entry added to the list."
msgstr ""
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205
msgid ""
"Additional notes and comments can be added in the :guilabel:`Closing Note` "
"field."
msgstr ""
"Las notas adicionales y comentarios se pueden agregar en el campo "
":guilabel:`notas de cierre`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:207
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:34
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:192
msgid ""
"When all the desired information has been entered in the :guilabel:`Mark "
"Lost` pop-up window, click :guilabel:`Mark as Lost`."
msgstr ""
"Una vez que haya ingresado la información deseada en la ventana emergente "
":guilabel:`marcar como perdido`, haga clic en :guilabel:`marcar como "
"perdido`."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:210
msgid ""
"Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and "
"Odoo returns to the opportunity form, where a new red :guilabel:`Lost` "
"banner is now present in the upper-right corner of the opportunity."
msgstr ""
"Si hace clic en :guilabel:`marcar como perdido` la ventana emergente "
"desaparecerá y Odoo lo llevará de vuelta al formulario de la oportunidad, "
"donde verá un nuevo listón con la leyenda :guilabel:`perdido` en la esquina "
"superior derecha de la oportunidad."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:214
msgid ""
"Once an opportunity is marked as *lost*, it is no longer considered active, "
"and it is removed from the pipeline."
msgstr ""
"Una vez que se marca una oportunidad como *perdida*, ya no se considera "
"activa y se elimina del flujo de trabajo."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:217
msgid ""
"In order to view a *lost* opportunity from the pipeline, click the "
":guilabel:`down arrow icon` to the right of the search bar, and select "
"either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that"
" appears."
msgstr ""
"Si desea ver una oportunidad *perdida* en el flujo de trabajo, haga clic en "
"el icono de la flecha hacia abajo a la derecha de la barra de búsqueda y "
"seleccione :guilabel:`perdido` o :guilabel:`archivado` en el menú "
"desplegable que aparece."
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:222
msgid ""
"While opportunities that have been marked as *lost* are considered "
"*Archived*, be advised that, in order for an opportunity to be included as "
"*lost* in reporting, it **must** be specifically marked as *lost*, not "
"*Archived*."
msgstr ""
"Cada que marca una oportunidad como *perdida* se considera *archivada*, "
"tenga en cuenta que, para que una oportunidad se incluya como *perdida* en "
"los reportes, **debe** marcarla específicamente como *perdida*, no como "
"*archivada*."
#: ../../content/applications/sales/crm/optimize.rst:5
msgid "Optimize your Day-to-Day work"
msgstr "Mejoras para su trabajo diario"
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
msgid "CRM Gamification"
msgstr "Ludificación CRM"
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
msgid ""
"In Odoo's *CRM* app, *gamification tools* provide the opportunity to "
"evaluate and motivate users through customizable challenges, goals, and "
"rewards. Goals are created to target actions within the *CRM* app, and can "
"be tracked and rewarded automatically to participating sales teams."
msgstr ""
"En la aplicación *CRM* de Odoo, las *herramientas de ludificación* permiten "
"evaluar y motificar a los usuarios mediante retos, metas y recompensas que "
"se pueden personalizar. Las metas se crean para acciones dentro de la "
"aplicación *CRM*, además, pueden monitorearse y los equipos de venta pueden "
"recibir recompensas en automático."
#: ../../content/applications/sales/crm/optimize/gamification.rst:12
msgid ""
"To install the *CRM Gamification* module, navigate to the "
":menuselection:`Apps` application. Click into the :guilabel:`Search...` bar "
"at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM "
"Gamification` to search."
msgstr ""
"Para instalar el módulo de * Ludificación CRM* vaya a "
":menuselection:`Aplicaciones`, haga clic en la barra :guilabel:`Buscar...` "
"en la parte superior de la página y quite el filtro "
":guilabel:`Aplicaciones`. Escriba ` Ludificación CRM` en la barra de "
"búsqueda."
#: ../../content/applications/sales/crm/optimize/gamification.rst:16
msgid ""
"On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This "
"module features goals and challenges related to the *CRM* and *Sales* "
"applications."
msgstr ""
"En el módulo :guilabel:`Ludificación CRM` haga clic en :guilabel:`Instalar`."
" Este módulo incluye las metas y los retos relacionados a las aplicaciones "
"*CRM* y *Ventas*."
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "View of the gamification module being installed in Odoo."
msgstr "Vista de un módulo de gamificación que se está instalando en Odoo."
#: ../../content/applications/sales/crm/optimize/gamification.rst:24
msgid ""
"If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification*"
" module is automatically installed on the database."
msgstr ""
"Si tiene instalada **tanto** la aplicación *CRM* como la aplicación "
"*Ventas*, el módulo *Ludificación CRM* se instala de manera automática en la"
" base de datos."
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
msgid ""
"To access the *Gamification Tools* menu, first enable :ref:`developer-mode`."
msgstr ""
"Para acceder al menú *Herramientas de ludificación* primero deberá activar "
":ref:`modo de desarrollador`."
#: ../../content/applications/sales/crm/optimize/gamification.rst:29
msgid ""
"Next, navigate to :menuselection:`Settings app --> Gamification Tools`."
msgstr ""
"Después, vaya a :menuselection:`Ajustes --> Herramientas de ludificación`."
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "View if the gamification tools menu in Odoo Settings."
msgstr ""
"Vista del menú de herramientas de gamificación en los ajustes de Odoo."
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
msgid "Create badges"
msgstr "Crear insignias"
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
msgid ""
"*Badges* are awarded to users when they have completed a challenge. "
"Different badges can be awarded based on the type of task completed, and can"
" be issued to more than one user, depending on the time they accomplish the "
"goal."
msgstr ""
"Las *insignias* se le dan a los usuarios cuando completaron un reto. Se "
"pueden premiar diferentes insignias según el tipo de tarea completada y se "
"pueden brindar a más de un usuario, según el tiempo que les tome lograr una "
"meta."
#: ../../content/applications/sales/crm/optimize/gamification.rst:44
msgid ""
"To view the existing badges, or create a new one, navigate to "
":menuselection:`Settings --> Gamification Tools --> Badges`."
msgstr ""
"Para ver las insignias existentes, cree una nueva en :menuselection:`Ajustes"
" --> Herramientas de ludifiación --> Insignias`."
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "View of the badges page in Odoo."
msgstr "Vista de la página de insignias en Odoo."
#: ../../content/applications/sales/crm/optimize/gamification.rst:52
msgid ""
"Some badges can be awarded outside of challenges, as well. Select the Kanban"
" card for the desired badge, then click :guilabel:`Grant`. This opens a "
":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who"
" would you like to reward?` field."
msgstr ""
"Algunas insignias también se pueden premiar fuera de retos. Seleccione la "
"tarjeta de kanban para la insignia deseada y después haga clic en "
":guilabel:`Otorgar`, lo cual hará que se abra la ventana emergente "
":guilabel:`Otorgar insignia`. Finalmente, seleccione un usuario en el campo "
":guilabel:`¿A quién desea recompensar?`."
#: ../../content/applications/sales/crm/optimize/gamification.rst:56
msgid ""
"Add any additional information regarding why the user is receiving the "
"reward in the field below, then click :guilabel:`Grant Badge`."
msgstr ""
"Agregue cualquier información adicional sobre por qué este usuario está "
"recibiendo esta insignia en el campo de abajo y luego haga clic en "
":guilabel:`Otorgar insignia`."
#: ../../content/applications/sales/crm/optimize/gamification.rst:59
msgid ""
"To create a new badge, click :guilabel:`New` at the top-left of the page to "
"open a blank form. Enter a name for the :guilabel:`Badge`, followed by a "
"description."
msgstr ""
"Para crear una insignia nueva, haga clic en :guilabel:`Nuevo` en la parte "
"superior derecha de la página para abrir un formulario en blanco. Ingrese el"
" nombre de la :guilabel:`Insignia` y luego escriba una descripción."
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
msgid ""
"The :guilabel:`Allowance to Grant` field determines when a badge can be "
"granted, and by whom:"
msgstr ""
"El campo :guilabel:`Concesión a otorgar` determina cuándo y quién puede "
"otorgar la insignia:"
#: ../../content/applications/sales/crm/optimize/gamification.rst:64
msgid ":guilabel:`Everyone`: this badge can be manually granted by any user."
msgstr ""
":guilabel:`Todos`: esta insignia se puede otorgar de forma manual a "
"cualquier usuario"
#: ../../content/applications/sales/crm/optimize/gamification.rst:65
msgid ""
":guilabel:`A selected list of users`: this badge can only be granted by a "
"select group of users. If this option is selected, it generates a new field,"
" :guilabel:`Authorized Users`. Choose the appropriate users from this drop-"
"down list."
msgstr ""
":guilabel:`Una lista de usuarios seleccionados`: esta insignia solo la puede"
" otorgar un grupo específico de usuarios. Si se selecciona esta opción, se "
"generará un nuevo campo de :guilabel:`Usuarios autorizados` donde podrá a "
"seleccionar a los usuarios apropiados desde la lista desplegable."
#: ../../content/applications/sales/crm/optimize/gamification.rst:68
msgid ""
":guilabel:`People having some badges`: this badge can only be granted by "
"users who have already been awarded a specific badge. If this option is "
"selected it generates a new field, :guilabel:`Required Badges`. Use this "
"drop-down list to select the badge(s) a user must have before they can award"
" this badge to others."
msgstr ""
":guilabel:`Personas que tienen algunas insignias`: esta insignia solo la "
"pueden otorgar usuarios que ya tengan una insignia específica. Si selecciona"
" esta opción se generará un campo nuevo de :guilabel:`Insignias requeridas`."
" En la lista desplegable de este campo seleccione las insignias que un "
"usuario debe tener antes de poder otorgar esta insignia a otros usuarios."
#: ../../content/applications/sales/crm/optimize/gamification.rst:72
msgid ""
":guilabel:`No one, assigned through challenges`: this badge cannot be "
"manually granted, it can only be awarded through challenges."
msgstr ""
":guilabel:`Nadie, se asignó mediante los desafíos`: esta insifnia no se "
"puede otrogar de forma manual, solo se puede ganar mediante retos."
#: ../../content/applications/sales/crm/optimize/gamification.rst:75
msgid ""
"To limit the number of badges a user can send, tick the :guilabel:`Monthly "
"Limited Spending` checkbox. This sets a limit on the number of times a user "
"can grant this badge. In the :guilabel:`Limitation Number` field, enter the "
"maximum number of times this badge can be sent per month, per person."
msgstr ""
"Seleccione la casilla :guilabel:`Aportación mensual limitada a` para limitar"
" el número de insignias que un usuario puede enviar y otorgar. En el campo "
":guilabel:`Número de limitación` escriba el número máximo de veces que se "
"puede enviar esta insignia por mes, por persona."
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "The details page for a new badge."
msgstr "La página de detalles para una nueva insignia."
#: ../../content/applications/sales/crm/optimize/gamification.rst:87
msgid "Create a challenge"
msgstr "Cree un reto"
#: ../../content/applications/sales/crm/optimize/gamification.rst:89
msgid ""
"To create a challenge, navigate to to :menuselection:`Settings --> "
"Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left "
"corner to open a blank challenge form."
msgstr ""
"Para crear un reto, vaya a :menuselection:`Ajustes --> Herramientas de "
"ludificación --> Retos`. Haga clic en :guilabel:`Nuevo` en la esquina "
"superior izquierda para abrir un formulario de reto en blanco."
#: ../../content/applications/sales/crm/optimize/gamification.rst:92
msgid "At the top of the form, enter a :guilabel:`Challenge Name`."
msgstr ""
"En la parte superior del formulario, ingrese el :guilabel:`Nombre del "
"desafío`."
#: ../../content/applications/sales/crm/optimize/gamification.rst:95
msgid "Create assignment rules"
msgstr "Crear reglas de asignación"
#: ../../content/applications/sales/crm/optimize/gamification.rst:97
msgid ""
"To assign the challenge to specific users, one or more assignment rules must"
" be utilized."
msgstr ""
"Para asignarle el reto a usuarios en específico, primero debe utilizar una o"
" más reglas de asignación."
#: ../../content/applications/sales/crm/optimize/gamification.rst:99
msgid ""
"Click into the first field under :guilabel:`Assign Challenge to`, and select"
" a parameter from the drop-down list to define the rule. Then, click into "
"the next field to define the rule's operator. If necessary, click into the "
"third field to further define the parameter."
msgstr ""
"Haga clic en el primer campo debajo de :guilabel:`Asignar desafío a` y "
"seleccione un parámetro desde la lista desplegable para definir la regla. "
"Después, haga clic en el campo a un lado para definir el operador de la "
"regla. Si es necesario, haga clic en el tercer campo para definir aún más el"
" parámetro de la regla."
#: ../../content/applications/sales/crm/optimize/gamification.rst:104
msgid ""
"To include all users with permissions in the *Sales* app, create a rule with"
" the following parameters:"
msgstr ""
"Cree una regla con los siguientes parámetros para incluir a todos los "
"usuarios con permisos en la aplicación *Ventas*:"
#: ../../content/applications/sales/crm/optimize/gamification.rst:107
msgid ":guilabel:`Groups`"
msgstr ":guilabel:`Grupos`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:108
msgid ":guilabel:`is in`"
msgstr ":guilabel:`está en`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:109
msgid "`Sales/User: Own Documents Only`"
msgstr "`Ventas/Usuario: solo mostrar documentos propios`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:0
msgid "View of the assignation rules section of a Challenge form."
msgstr ""
"Imagen de la sección de reglas de asignación de un formulario de reto."
#: ../../content/applications/sales/crm/optimize/gamification.rst:115
msgid ""
"In the :guilabel:`Periodicity` field, select a time frame for goals to be "
"automatically assessed."
msgstr ""
"En el campo :guilabel:`Periodicidad` seleccione un periodo en las que las "
"metas se deben evaluar de manera automática."
#: ../../content/applications/sales/crm/optimize/gamification.rst:118
msgid "Add goals"
msgstr "Agregar metas"
#: ../../content/applications/sales/crm/optimize/gamification.rst:120
msgid ""
"Challenges can be based on a single goal, or can include multiple goals with"
" different targets. To add a goal to the challenge, click :guilabel:`Add a "
"line` on the :guilabel:`Goals` tab."
msgstr ""
"Los retos se basan en una única meta, o pueden incluir varias metas con "
"diferentes objetivos. Para agregar una meta a un reto, haga clic en "
":guilabel:`Agregar una línea` en la pestaña :guilabel:`Metas`."
#: ../../content/applications/sales/crm/optimize/gamification.rst:123
msgid ""
"In the :guilabel:`Goal Definition` field, choose a goal from the drop-down "
"list. The :guilabel:`Condition` field automatically updates to reflect the "
"condition set on the goal definition."
msgstr ""
"En el campo :guilabel:`Definición de la meta` seleccione una meta de la "
"lista desplegable. El campo :guilabel:`Condición` se actualiza para recibir "
"la condición que esté configurada en la definición de la meta."
#: ../../content/applications/sales/crm/optimize/gamification.rst:128
msgid ""
"The *CRM Gamification* module contains preconfigured goals geared towards "
"salesteams:"
msgstr ""
"El módulo *Ludificación CRM* contiene algunas metas preconfiguradas para "
"equipos de venta:"
#: ../../content/applications/sales/crm/optimize/gamification.rst:130
msgid ":guilabel:`New Leads`"
msgstr ":guilabel:`Leads nuevos`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:131
msgid ":guilabel:`Time to Qualify a Lead`"
msgstr ":guilabel:`Tiempo para calificar un lead`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:132
msgid ":guilabel:`Days to Close a Deal`"
msgstr ":guilabel:`Días para cerrar un trato`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:133
msgid ":guilabel:`New Opportunities`"
msgstr ":guilabel:`Nuevas oportunidades`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:134
msgid ":guilabel:`New Sales Orders`"
msgstr ":guilabel:`Nuevas órdenes de venta`"
#: ../../content/applications/sales/crm/optimize/gamification.rst:136
msgid ""
"Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`."
msgstr ""
"Ingrese un :guilabel:`Objetivo` para la meta según el :guilabel:`Sufijo`."
#: ../../content/applications/sales/crm/optimize/gamification.rst:138
msgid "Repeat these steps for each additional goal."
msgstr "Repita estos pasos para cada meta adicional."
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
msgid "The goals tab of a challenge form."
msgstr "La pestaña de metas de un formulario de reto."
#: ../../content/applications/sales/crm/optimize/gamification.rst:145
msgid "Add rewards"
msgstr "Agregar recompensas"
#: ../../content/applications/sales/crm/optimize/gamification.rst:147
msgid ""
"Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges <crm/create-"
"rewards>` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every "
"Succeeding User` by selecting them from the drop-down lists."
msgstr ""
"Después, haga clic en la pestaña :guilabel:`Recompensa`. Seleccione la "
":ref:`insignia <crm/create-rewards>` que se debe otorgar :guilabel:`Para el "
"primer usuario` y :guilabel:`Para todos los usuarios exitosos` desde la "
"lista desplegable."
#: ../../content/applications/sales/crm/optimize/gamification.rst:152
msgid ""
"Badges are granted when a challenge is finished. This is either at the end "
"of a running period, at the end date of a challenge, or when the challenge "
"is manually closed."
msgstr ""
"Las insignias se otorgan cuando se finaliza un reto. Esto pasa al final de "
"un periodo, en la última fecha del reto, o cuando el reto se cierra de forma"
" manual."
#: ../../content/applications/sales/crm/optimize/gamification.rst:155
msgid ""
"After setup is complete, click the :guilabel:`Start Challenge` button at the"
" top-left of the page to begin the challenge."
msgstr ""
"Después de que se completa la configuración, haga clic en :guilabel:`Iniciar"
" reto` en la parte superior izquierda de la página para iniciar el reto."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3
msgid "Lead enrichment"
msgstr "Enriquecimiento de leads"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5
msgid ""
"*Lead enrichment* is a service that provides business information for a "
"contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that"
" requires credits to use, and is available for existing leads in an Odoo "
"database."
msgstr ""
"El *enriquecimiento de leads* es un servicio que proporciona información "
"empresarial para un contacto vinculado a un lead. Este es un servicio de "
"compras dentro de la aplicación (IAP) que necesita créditos para poder "
"usarlo y está disponible para los leads existentes en una base de datos de "
"Odoo."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9
msgid ""
"The information provided by lead enrichment can include general information "
"about the business (including full business name and logo), social media "
"accounts, :guilabel:`Company type`, :guilabel:`Founded` information, "
":guilabel:`Sectors` information, the number of :guilabel:`Employees`, "
":guilabel:`Estimated revenue`, :guilabel:`Phone` number, "
":guilabel:`Timezone`, and :guilabel:`Technologies Used`."
msgstr ""
"La información proporcionada por el enriquecimiento de leads puede incluir "
"información general sobre el negocio (como su nombre completo y logotipo), "
"cuentas de redes sociales, :guilabel:`tipo de empresa`, información sobre su"
" :guilabel:`fundación`, información sobre su :guilabel:`sector`, el número "
"de :guilabel:`empleados`, :guilabel:`ingreso estimado`, número de "
":guilabel:`teléfono`, :guilabel:`zona horaria` y :guilabel:`tecnologías "
"utilizadas`."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78
msgid ""
"Enterprise Odoo users with a valid subscription get free credits to test "
":abbr:`IAP (In-App Purchase)` features before deciding to purchase more "
"credits for the database. This includes demo/training databases, educational"
" databases, and one-app-free databases."
msgstr ""
"Los usuarios de Odoo Enterprise que tengan una suscripción válida obtendrán "
"créditos gratuitos para probar las funciones de compras dentro de la "
"aplicación antes de decidir si quieren comprar más créditos para la base de "
"datos. Esto incluye bases de datos de demostración y capacitación, bases de "
"datos educativas y bases de datos gratuitas de una sola aplicación."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21
msgid ""
"The *leads* feature **must** be activated in the *CRM* settings page in "
"order to use lead enrichment. To access the *CRM* settings, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`. Under the "
":guilabel:`CRM` section activate the :guilabel:`Leads` option and click "
":guilabel:`Save`."
msgstr ""
"La función de *leads* **debe** estar activada en la página de ajustes del "
"*CRM* para poder utilizar el enriquecimiento de leads. Para acceder a esta "
"sección vaya a :menuselection:`CRM --> Configuración --> Ajustes`, en la "
"sección :guilabel:`CRM` active la opción :guilabel:`Leads` y haga clic en "
":guilabel:`Guardar`."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27
msgid "Lead enrichment set up"
msgstr "Configuración del enriquecimiento de leads"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29
msgid ""
"To set up lead enrichment in the *CRM* application, navigate to "
":menuselection:`CRM app --> Configuration --> Settings`. Then, under the "
":guilabel:`Lead Generation` section, tick the checkbox next to "
":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on "
"demand only` or :guilabel:`Enrich all leads automatically`. Click the "
":guilabel:`Save` button to activate the changes."
msgstr ""
"Para configurar el enriquecimiento de leads en la aplicación *CRM*, vaya a "
":menuselection:`CRM --> Configuración --> Ajustes` y en la sección "
":guilabel:`Generación de leads` seleccione la casilla junto a "
":guilabel:`Enriquecimiento de leads`. Elija entre :guilabel:`Enriquecer "
"leads solo bajo demanda` o :guilabel:`Enriquecer todos los leads en "
"automático` y haga clic en el botón :guilabel:`Guardar` para activar los "
"cambios."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid ""
"CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n"
"leads on demand only chosen."
msgstr ""
"Página de ajustes de generación de leads en CRM, con la activación del enriquecimiento de leads resaltada y la opción de enriquecer \n"
"leads solo bajo demanda elegida."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41
msgid "Enrich leads"
msgstr "Enriquecer leads"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43
msgid ""
"Enrichment of leads is based on the domain of the email address of the "
"customer set on the lead. There are two different ways that a lead can be "
"enriched: *automatically* or *manually*."
msgstr ""
"El enriquecimiento de leads se basa en el dominio de la dirección de correo "
"electrónico del cliente establecido en el lead. Hay dos formas diferentes de"
" enriquecer un lead, ya sea de forma *automática* o *manual*."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47
msgid "Automatically enrich leads"
msgstr "Enriquecer leads de forma automática"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49
msgid ""
"During set up, if :guilabel:`Enrich all leads automatically` was selected on"
" the *CRM* :guilabel:`Settings` page, then no action needs to be taken by "
"the user to enrich the lead. A scheduled action runs automatically, every "
"sixty minutes, and enrichment occurs on leads, after a remote database is "
"contacted."
msgstr ""
"Durante la configuración, si la selección en la página de "
":guilabel:`ajustes` del *CRM* fue :guilabel:`Enriquecer todos los leads en "
"automático`, entonces el usuario no necesita realizar ninguna acción para "
"enriquecer el lead. Una acción planificada se lleva a cabo en automático "
"cada sesenta minutos y el enriquecimiento ocurre en los leads después de que"
" se contacta a una base de datos remota."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55
msgid ""
"To access the cron that runs for the automatic lead enrichment, activate "
":ref:`developer mode <developer-mode>`, and navigate to "
":menuselection:`Settings app --> Technical menu --> Automation section --> "
"Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click "
"into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any "
"necessary adjustments. In the :guilabel:`Execute Every` field, enter a value"
" greater than, or equal to, five minutes."
msgstr ""
"Para acceder al cron que se activa para enriquecer leads de forma "
"automática, active el :ref:`modo de desarrollador <developer-mode>` y vaya a"
" :menuselection:`Ajustes --> Menú técnico --> Sección de Automatización --> "
"Acciones planificadas`. En la :guilabel:`barra de búsqueda` escriba `CRM`. "
"Haga clic en el resultado etiquetado como :guilabel:`CRM: enriquecer leads "
"(compras dentro de la aplicación)` y realice los ajustes necesarios. En el "
"campo de :guilabel:`Ejecutar cada` escriba un valor mayor o igual a cinco "
"minutos."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62
msgid ""
"The following is an example of lead enrichment data that has been "
"autocompleted successfully:"
msgstr ""
"El siguiente es un ejemplo que se completó de forma correcta con el "
"enriquecimiento de leads:"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0
msgid "Chatter showing lead enrichment data."
msgstr "Visualización del chatter con datos de enriquecimiento de leads."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69
msgid "Manually enrich leads"
msgstr "Enriquecer leads de forma manual"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71
msgid ""
"If the :guilabel:`Enrich leads on demand only` option was selected on the "
"*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead "
"Enrichment`, each lead that a user wishes to enrich **must** be manually "
"enriched. This is achieved by clicking the :guilabel:`Enrich` button in the "
"top menu of the lead."
msgstr ""
"Si la opción seleccionada en la página de :guilabel:`ajustes` de *CRM* al "
"activar el :guilabel:`Enriquecimiento de leads` fue :guilabel:`Enriquecer "
"leads solo bajo demanda`, entonces los usuarios **deben** enriquecer cada "
"lead de forma manual. Para esto es necesario hacer clic en el botón "
":guilabel:`Enriquecer` ubicado en el menú superior del lead."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76
msgid ""
"The same information will be retrieved at the same :abbr:`IAP (In-App "
"Puchase)` credit cost (one per enrichment). This method of enrichment is "
"useful when every lead does not need to be enriched, or cost is an issue."
msgstr ""
"Obtendrá la misma información por el mismo costo de créditos de compras "
"dentro de la aplicación (uno por enriquecimiento). Este método de "
"enriquecimiento es útil cuando no es necesario enriquecer todos los leads o "
"cuando el precio es un problema."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid "Manual enrich button feature highlighted on the CRM lead."
msgstr ""
"Función de botón de enriquecimiento manual en un recuadro rojo en el lead de"
" CRM."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85
msgid ""
"Manually enrich leads in bulk using the *list* view. First, navigate to "
":menuselection:`CRM app --> Leads`, and click the list view button "
"(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for"
" the leads that should be manually enriched. Finally, click the "
":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting"
" drop-down menu. This can also be achieved from the *My Pipeline* page. To "
"do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->"
" Sales --> My Pipeline`. Either route reveals leads and opportunities on the"
" :guilabel:`Pipeline` page."
msgstr ""
"Enriquezca los leads de forma manual y masiva con la vista de *lista*. "
"Primero vaya a :menuselection:`CRM --> Leads`, haga clic en el botón de "
"vista de lista (es el icono :guilabel:`☰ (tres líneas horizontales)`) y "
"seleccione las casillas de los leads que desea enriquecer de forma manual. "
"Por último, haga clic en el icono :guilabel:`⚙️ Acción` y seleccione "
":guilabel:`Enriquecer` en el menú desplegable que aparece. También es "
"posible realizar esto desde la página *Mi flujo*. Abra la aplicación *CRM* o"
" vaya a :menuselection:`CRM --> Ventas --> Mi flujo`. Ambas rutas abren los "
"leads y las oportunidades en la página :guilabel:`Mi flujo`."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96
msgid ""
"Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead "
"costs one credit."
msgstr ""
"El enriquecimiento de leads es una función de que pertenece a las compras "
"dentro de la aplicación (IAP) y cada lead enriquecido cuesta un crédito."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99
msgid ""
"See here for full pricing information: `Lead Generation by Odoo IAP "
"<https://iap.odoo.com/iap/in-app-services/273>`_."
msgstr ""
"Consulte la página de `generación de leads de compras dentro de la "
"aplicación de Odoo <https://iap.odoo.com/iap/in-app-services/273>`_ para "
"obtener la información completa sobre los precios."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102
msgid ""
"To buy credits, navigate to :menuselection:`CRM app --> Configuration --> "
"Settings`. In the :guilabel:`Lead Generation` section, under the "
":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`."
msgstr ""
"Vaya a :menuselection:`CRM --> Configuración --> Ajustes` para comprar "
"créditos. En la sección de :guilabel:`Generación de leads` diríjase a la "
"función :guilabel:`Enriquecimiento de leads` y haga clic en "
":guilabel:`Comprar créditos`."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
msgid "Buy credits from the lead enrichment settings."
msgstr "Comprar créditos de los ajustes de enriquecimiento de leads."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110
msgid ""
"Credits and balances may also be purchased by navigating to the "
":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under "
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
msgstr ""
"También puede comprar créditos y saldo en la aplicación "
":menuselection:`Ajustes`. En la sección de :guilabel:`Contactos` busque "
":guilabel:`Compras dentro de la aplicación de Odoo` y haga clic en "
":guilabel:`Ver mis servicios`."
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83
msgid ":doc:`../../../essentials/in_app_purchase`"
msgstr ":doc:`../../../essentials/in_app_purchase`"
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122
msgid ""
"When collecting a company's contact information, make sure to be aware of "
"the latest EU regulations. For more information about General Data "
"Protection Regulation, refer to: `Odoo GDPR <http://odoo.com/gdpr>`__."
msgstr ""
"Al recopilar la información de contacto de una empresa, asegúrese de estar "
"al tanto de las regulaciones más recientes de la UE. Consulte la sección "
"`GDPR de Odoo <http://odoo.com/gdpr>`__ para obtener más información sobre "
"el Reglamento General de Protección de Datos. "
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
msgid "Enrich contacts with partner autocomplete"
msgstr "Enriquecer contactos con la función Autocompletar contacto"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
msgid ""
"*Partner autocomplete* enriches the contacts database with corporate data. "
"In any module, enter the new company name into the :guilabel:`Customer` "
"field (`partner_id` technical field), and select one of the companies "
"suggested in the drop-down menu. Instantly get valuable company information "
"full of hard-to-find data for a desired company."
msgstr ""
"La función *Autocompletar contacto* enriquece la base de datos de contactos "
"con datos empresariales. Escriba el nuevo nombre de la empresa en el campo "
":guilabel:`Cliente` (campo técnico `partner_id`) en cualquier módulo y "
"seleccione una de las empresas sugeridas en el menú desplegable. De esta "
"forma obtendrá información valiosa sobre la empresa con datos difíciles de "
"encontrar para una empresa en específico al instante."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
msgid ""
"A company **cannot** already be manually entered in the *Contacts* "
"application prior to enriching it with data."
msgstr ""
"Una empresa **no puede** estar registrada de forma manual en la aplicación "
"*Contactos* antes de enriquecerla con datos."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14
msgid ""
"The information provided by partner autocomplete can include general "
"information about the business (including full business name and logo), "
"social media accounts, :guilabel:`Company type`, :guilabel:`Founded` "
"information, :guilabel:`Sectors` information, the number of "
":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` "
"number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`."
msgstr ""
"La información proporcionada por la función Autocompletar contacto puede "
"incluir información general sobre el negocio (como su nombre completo y "
"logotipo), cuentas de redes sociales, :guilabel:`tipo de empresa`, "
"información sobre su :guilabel:`fundación`, información sobre su "
":guilabel:`sector`, el número de :guilabel:`empleados`, :guilabel:`ingreso "
"estimado`, número de :guilabel:`teléfono`, :guilabel:`zona horaria` y "
":guilabel:`tecnologías utilizadas`."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21
msgid ""
"When getting a company's contact information make sure to be aware of the "
"latest EU regulations. For more information about General Data Protection "
"Regulation refer to: `Odoo GDPR <http://odoo.com/gdpr>`_. In Odoo, "
"individual contact information cannot be searched for with the partner "
"autocomplete feature."
msgstr ""
"Al obtener la información de contacto de una empresa, asegúrese de estar al "
"tanto de las regulaciones más recientes de la UE. Consulte la sección `GDPR "
"de Odoo <http://odoo.com/gdpr>`_ para obtener más información sobre el "
"Reglamento General de Protección de Datos. En Odoo no es posible buscar la "
"información de contacto individual con la función Autocompletar contacto."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29
msgid ""
"Go to :menuselection:`Settings app --> Contacts section`. Then, activate the"
" :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside "
"it, and clicking :guilabel:`Save`."
msgstr ""
"Vaya a :menuselection:`Ajustes --> sección Contactos`, active la función "
":guilabel:`Autocompletar contacto` seleccionando la casilla junto a ella y "
"haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
msgid "View of settings page and the activations of the feature in Odoo."
msgstr "Vista de la página de ajustes y la activación de la función en Odoo."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37
msgid "Enrich contacts with corporate data"
msgstr "Enriquecer contactos con información de la empresa"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
msgid ""
"From any module, as the user is typing in the name of a new company contact,"
" Odoo reveals a large drop-down menu of potential match suggestions. If any "
"are selected, the contact is then populated with corporate data related to "
"that specific selection."
msgstr ""
"En todos los módulos, a medida que el usuario escribe el nombre de un nuevo "
"contacto de empresa, Odoo abre un gran menú desplegable con sugerencias de "
"posibles coincidencias. Al seleccionar una, el contacto se completa con los "
"datos corporativos relacionados con la opción elegida."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43
msgid "For example, after typing `Odoo`, the following information populates:"
msgstr ""
"Por ejemplo, se completará la siguiente información después de escribir "
"`Odoo`:"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
msgid "Creating a new contact in Odoo"
msgstr "Creación de un nuevo contacto en Odoo"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49
msgid ""
"In the chatter, the following information populates about the company, after"
" clicking on the desired pre-populated contact:"
msgstr ""
"Después de hacer clic en el contacto deseado, la siguiente información sobre"
" la empresa se completa en el chatter:"
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
msgid ""
"View of the information being shown about odoo with the autocomplete option "
"in Odoo"
msgstr ""
"Vista de la información que se muestra sobre la empresa con la opción de "
"autocompletar de Odoo."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57
msgid ""
"Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is"
" entered instead of company name."
msgstr ""
"La función Autocompletar contacto también funciona si ingresa un número de "
"identificación fiscal en lugar del nombre de la empresa."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63
msgid ""
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
" prepaid credits to be used. Each request consumes one credit."
msgstr ""
"La función *Autocompletar contacto* es un servicio de *compras dentro de la "
"aplicación (IAP)* y requiere créditos prepagados para funcionar. Cada "
"solicitud cuesta un crédito."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66
msgid ""
"To buy credits, go to :menuselection:`Settings app --> Contacts section`. "
"Then, locate either the :guilabel:`Partner Autocomplete` feature and click "
":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and "
"click :guilabel:`View My Services`. From the resulting page, select a "
"desired package."
msgstr ""
"Para comprar créditos, vaya a :menuselection:`Ajustes --> sección "
"Contactos`, busque la función :guilabel:`Autocompletar contacto` y haga clic"
" en :guilabel:`Comprar créditos`. También puede buscar la función "
":guilabel:`Compras dentro de la aplicación de Odoo` y después hacer clic en "
":guilabel:`Ver mis servicios`. Seleccione un paquete en la página que se "
"abre al elegir alguna de estas opciones."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72
msgid ""
"If the database runs out of credits, the only information populated when "
"clicking on the suggested company will be the website link and the logo."
msgstr ""
"Si la base de datos se queda sin créditos, la única información que se "
"completará al hacer clic en la empresa sugerida es el enlace del sitio web y"
" el logo."
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75
msgid "Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_."
msgstr ""
"Obtenga más información sobre nuestra `Política de privacidad "
"<https://iap.odoo.com/privacy>`_."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3
msgid "Utilize activities for sales teams"
msgstr "Utilizar actividades para los equipos de ventas"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5
msgid ""
"*Activities* are follow-up tasks tied to a record in an *Odoo* database. "
"Activities can be scheduled on any page of the database that contains a "
"chatter thread, Kanban view, list view, or activities view of an "
"application."
msgstr ""
"Las *actividades* son tareas de seguimiento vinculadas a un registro en una "
"base de datos de *Odoo*. Estas se pueden programar desde cualquier página de"
" la base de datos que tenga un hilo del chatter, una vista de kanban, una "
"vista de lista o una vista de actividades de una aplicación."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
msgid ""
"The summary view of activities for leads and opportunities in an Odoo "
"database."
msgstr ""
"Información general de las actividades para leads y oportunidades en una "
"base de datos de Odoo."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13
msgid "Planned Activities for Leads and Opportunities."
msgstr "Actividades planificadas para leads y oportunidades."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16
msgid "Activity types"
msgstr "Tipos de actividades"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18
msgid ""
"A set of preconfigured activity types is available in the *CRM* app. To view"
" the list of available activity types, navigate to the :menuselection:`CRM "
"app --> Configuration --> Activity Types`."
msgstr ""
"La aplicación *CRM* cuenta con un varios tipos de actividad preconfigurados,"
" para ver la lista vaya a :menuselection:`CRM --> Configuración --> Tipos de"
" actividad`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22
msgid ""
"Additional activity types are available within the database, and can be "
"utilized through different applications. To access the complete list of "
"activity types, go to the :menuselection:`Settings app`, then scroll to the "
":guilabel:`Discuss` section, and click :guilabel:`Activity Types`."
msgstr ""
"Hay otros tipos de actividad disponibles en la base de datos y puede "
"utilizarlos en diferentes aplicaciones. Para acceder a la lista completa de "
"tipos de actividad, vaya a :menuselection:`Ajustes`, diríjase a la sección "
":guilabel:`Conversaciones` y haga clic en :guilabel:`Tipos de actividad`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27
msgid "The preconfigured activity types for the *CRM* app are as follows:"
msgstr ""
"Los tipos de actividad preconfigurados para la aplicación *CRM* son los "
"siguientes:"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29
msgid ""
":guilabel:`Email`: adds a reminder to the chatter that prompts the "
"salesperson to send an email."
msgstr ""
":guilabel:`Correo electrónico`: agrega un recordatorio al chatter para "
"indicarle al vendedor que debe enviar un correo electrónico."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30
msgid ""
":guilabel:`Call`: opens a calendar link where the salesperson can schedule "
"time to call the contact."
msgstr ""
":guilabel:`Llamada`: abre un enlace de calendario donde el vendedor puede "
"programar una hora para llamar al contacto."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32
msgid ""
":guilabel:`Meeting`: opens a calendar link where the salesperson can "
"schedule time to have a meeting with the contact."
msgstr ""
":guilabel:`Reunión`: abre un enlace de calendario donde el vendedor puede "
"programar una hora para reunirse con el contacto."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34
msgid ":guilabel:`To Do`: adds a general reminder task to the chatter."
msgstr ""
":guilabel:`Por hacer`: agrega una tarea de recordatorio general al chatter."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35
msgid ""
":guilabel:`Upload Document`: adds a link on the activity where an external "
"document can be uploaded. Note that the *Documents* app is **not** required "
"to utilize this activity type."
msgstr ""
":guilabel:`Subir documento`: agrega un enlace en la actividad donde es "
"posible subir un documento externo. Tenga en cuenta que la aplicación "
"*Documentos* **no** es necesaria para utilizar este tipo de actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39
msgid ""
"If other applications are installed, such as *Sales* or *Accounting*, other "
"activity types are made available in the *CRM* app."
msgstr ""
"Si instala otras aplicaciones, como *Ventas* o *Contabilidad*, habrá otros "
"tipos de actividad disponibles en la aplicación *CRM*."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45
msgid "Create a new activity type"
msgstr "Crear un nuevo tipo de actividad"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47
msgid ""
"To create a new activity type, click :guilabel:`New` at the top-left of the "
"page to open a blank form."
msgstr ""
"Para crear un nuevo tipo de actividad haga clic en el botón "
":guilabel:`Nuevo` ubicado en la parte superior izquierda de la página, esta "
"acción abrirá un formulario vacío."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50
msgid ""
"At the top of the form, start by choosing a :guilabel:`Name` for the new "
"activity type."
msgstr ""
"Primero, en la parte superior del formulario, elija un :guilabel:`nombre` "
"para el nuevo tipo de actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53
msgid "Activity settings"
msgstr "Ajustes de actividad"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56
msgid "Action"
msgstr "Acción"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:58
msgid ""
"The *Action* field specifies the intent of the activity. Some actions "
"trigger specific behaviors after an activity is scheduled."
msgstr ""
"El campo *Acción* especifica el propósito de la actividad. Algunas acciones "
"activarán comportamientos específicos después de programar una actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61
msgid ""
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
"added directly to the planned activity in the chatter."
msgstr ""
"Si selecciona :guilabel:`Subir documento`. se agregará un enlace para subir "
"un documento directamente a la actividad planeada en el chatter."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63
msgid ""
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
"have the option to open their calendar to schedule a time for this activity."
msgstr ""
"Si selecciona :guilabel:`Llamada` o :guilabel:`Junta` los usuarios tendrán "
"la opción de abrir su calendario para agendar esta actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:65
msgid ""
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
" activity in the chatter that opens a signature request pop-up window."
msgstr ""
"Si selecciona :guilabel:`Solicitar firma` se agregará un enlace en el "
"chatter de la actividad planeada. Al hacer clic en este enlace se abrirá una"
" ventana emergente para solicitar la firma."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid ""
"The Activity settings on a new activity type with emphasis on the Action "
"field."
msgstr ""
"Los ajustes de la actividad de un nuevo tipo de actividad. El campo Acción "
"aparece dentro de un recuadro rojo."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73
msgid ""
"The actions available to select on an activity type vary, depending on the "
"applications currently installed in the database."
msgstr ""
"Las acciones disponibles que puede seleccionar en el tipo de actividad "
"varían dependiendo de las aplicaciones que tienen en la base de datos."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77
msgid "Default user"
msgstr "Usuario por defecto"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:79
msgid ""
"To automatically assign this activity to a specific user when this activity "
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
" menu. If this field is left blank, the activity is assigned to the user who"
" creates the activity."
msgstr ""
"Para asignar esta actividad a un usuario específico de manera automática al "
"programar este tipo de actividad, seleccione un nombre desde el menú "
"desplegable :guilabel:`Usuario predeterminado`. Si este campo se deja en "
"blanco, se asignará una actividad al usuario que cree la actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84
msgid "Default summary"
msgstr "Resumen predeterminado"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:86
msgid ""
"To include notes whenever this activity type is created, enter them into the"
" :guilabel:`Default Summary` field."
msgstr ""
"Para incluir notas al crear este tipo de actividad debe ingresarlas en el "
"campo :guilabel:`Resumen predeterminado`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:90
msgid ""
"The information in the :guilabel:`Default User` and :guilabel:`Default "
"Summary` fields are included when an activity is created. However, they can "
"be altered before the activity is scheduled or saved."
msgstr ""
"La información en los campos :guilabel:`Usuario predeterminado` y "
":guilabel:`Resumen predeterminado` se incluye en la actividad creada, pero "
"puede alterar estos campos antes de que la actividad se programe o se "
"guarde."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95
msgid "Next activity"
msgstr "Siguiente actividad"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:97
msgid ""
"To automatically suggest, or trigger, a new activity after an activity has "
"been marked complete, the :guilabel:`Chaining Type` must be set."
msgstr ""
"Para sugerir o activar una actividad de manera automática después de que una"
" actividad se marca como completada, se debe configurar el :guilabel:`Tipo "
"de encadenamiento`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101
msgid "Suggest next activity"
msgstr "Sugerir la siguiente actividad"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:103
msgid ""
"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
"Activity`. Upon doing so, the field underneath changes to: "
":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
"select any activities to recommend as follow-up tasks to this activity type."
msgstr ""
"En el campo :guilabel:`Tipo de encadenamiento` seleccione :guilabel:`Sugerir"
" siguiente actividad`. Al hacerlo, el campo de abajo cambiará a "
":guilabel:`Sugerir`. Haga clic en este campo para seleccionar las "
"actividades que recomienda como actividades que le sigan a este tipo de "
"actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid "The Next Activity section on a new activity type form."
msgstr ""
"La sección Siguiente actividad en un formulario de nuevo tipo de actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139
msgid ""
"In the :guilabel:`Schedule` field, choose a default deadline for these "
"activities. To do so, configure a desired number of :guilabel:`Days`, "
":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
":guilabel:`after completion date` or :guilabel:`after previous activity "
"deadline`."
msgstr ""
"En el campo :guilabel:`Horario` seleccione una fecha límite predeterminada "
"para estas actividades. Para hacerlo, configure un número específico de "
":guilabel:`Días`, :guilabel:`Semanas`, o :guilabel:`Meses`. Después, decida "
"si debe pasar :guilabel:`después de la fecha de finalización` o "
":guilabel:`después de la fecha límite de actividad anterior`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144
msgid ""
"This :guilabel:`Schedule` field information can be altered before the "
"activity is scheduled."
msgstr ""
"Puede alterar la información del campo :guilabel:`Horario` antes de agendar "
"la actividad."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:118
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:146
msgid "When all configurations are complete, click :guilabel:`Save`."
msgstr ""
"Al completar todas las configuraciones, haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:121
msgid ""
"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
"users are presented with recommendations for activities as next steps."
msgstr ""
"Si una actividad tiene el :guilabel:`Tipo de encadenamiento` configurado "
"como :guilabel:`Sugerir siguiente actividad` y tiene actividades enlistadas "
"en el campo :guilabel:`Sugerir`, los usuarios obtendrán recomendaciones de "
"actividades que pueden ser el siguiente paso."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
msgid ""
"A schedule activity pop-up with emphasis on the recommended activities."
msgstr ""
"Una ventana emergente de actividades programadas. Las actividades "
"recomendadas aparecen dentro de un recuadro rojo."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130
msgid "Trigger next activity"
msgstr "Activar la siguiente actividad"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:132
msgid ""
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
"immediately launches the next activity once the previous one is completed."
msgstr ""
"Si configura el :guilabel:`Tipo de encadenamiento` a :guilabel:`Activar "
"siguiente actividad` hara que la siguiente actividad se active de inmediato "
"una vez que la actividad previa se termine."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:135
msgid ""
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
" launched once this activity is completed."
msgstr ""
"Si selecciona :guilabel:`Activar la siguiente actividad` en el campo "
":guilabel:`Tipo de encadenamiento`, el campo de abajo cambiará a "
":guilabel:`Activador`. Desde el menú desplegable del campo "
":guilabel:`Activador` seleccione la actividad que se debería iniciar una vez"
" que esta actividad se complete."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149
msgid ""
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
" Next Activity`, marking the activity as *Done* immediately launches the "
"next activity listed in the :guilabel:`Trigger` field."
msgstr ""
"Cuando el :guilabel:`tipo de encadenamiento` de una actividad es "
":guilabel:`Activar la siguiente actividad`, al marcar la actividad como "
"*Lista*, la siguiente actividad que aparece en el campo :guilabel:`Activar` "
"iniciará de inmediato."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154
msgid "Activity tracking"
msgstr "Seguimiento de actividades"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156
msgid ""
"To keep the pipeline up to date with the most accurate view of the status of"
" activities, as soon as a lead is interacted with, the associated activity "
"should be marked as *Done*. This ensures the next activity can be scheduled "
"as needed. It also prevents the pipeline from becoming cluttered with past "
"due activities."
msgstr ""
"Para mantener el flujo actualizado con la vista más precisa del estado de "
"las actividades, tan pronto como se interactúe con un lead, es necesario que"
" marque la actividad asociada como *Hecho*. Esto garantiza que pueda "
"programar la siguiente actividad según sea necesario y también evita que el "
"flujo se sature con actividades vencidas."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161
msgid ""
"The pipeline is most effective when it is kept up-to-date and accurate to "
"the interactions it is tracking."
msgstr ""
"El flujo es más efectivo cuando está actualizado y en orden con las "
"interacciones que está rastreando."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167
msgid "Activity plans"
msgstr "Planes de actividades"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169
msgid ""
"*Activity plans* are preconfigured sequences of activities. When an activity"
" plan is launched, every activity in the sequence is scheduled "
"automatically."
msgstr ""
"Los *Planes de actividad* son secuencias de actividades preconfiguradas. "
"Cuando un plan de actividad inicia, toda actividad en la secuencia se "
"programa de forma automática."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172
msgid ""
"To create a new plan, navigate to :menuselection:`CRM app --> Configuration "
"--> Activity Plan`. Click :guilabel:`New` at the top-left of the page to "
"open a blank :guilabel:`Lead Plans` form."
msgstr ""
"Para crear un nuevo plan, vaya a la :menuselection:`aplicación CRM --> "
"Configuración --> Plan de actividad`. Haga clic en :guilabel:`Nuevo` en la "
"parte superior izquierda de la página para abrir un formulario de "
":guilabel:`Planes de leads` en blanco."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175
msgid ""
"Enter a name for the new plan in the :guilabel:`Plan Name` field. On the "
":guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a "
"new activity."
msgstr ""
"En el campo :guilabel:`Nombre del plan` ingrese el nombre para el plan "
"nuevo. En la pestaña :guilabel:`Actividades por crear` haga clic en "
":guilabel:`Agregar una línea` para agregar una actividad nueva."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178
msgid ""
"Select an :guilabel:`Activity Type` from the drop-down menu. Click "
":guilabel:`Search More` to see a complete list of available activity types, "
"or to create a :ref:`new one <crm/create-new-activity-type>`."
msgstr ""
"Seleccione un :guilabel:`Tipo de actividad` desde el menú desplegable. Haga "
"clic en :guilabel:`Buscar más` para ver la lista completa de tipos de "
"actividades disponibles, o para crear :ref:`uno nuevo <crm/create-new-"
"activity-type>`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182
msgid ""
"Next, in the :guilabel:`Summary` field, enter any details to describe the "
"specifics of the activity, including instructions for the salesperson or "
"information due upon the completion of the activity. The contents of this "
"field are included with the scheduled activity, and can be edited later."
msgstr ""
"Después, en el campo :guilabel:`Resumen` ingrese varios detalles para "
"describir los específicos de una actividad, incluyendo las instrucciones "
"para el vendedor o la información que se debe dar al completar la actividad."
" El contenido de este campo se incluyen con la actividad programada y los "
"puede editar cuando quiera."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186
msgid ""
"In the :guilabel:`Assignment` field, select one of the following options:"
msgstr ""
"En el campo :guilabel:`Asignación` seleccione una de las siguientes "
"opciones:"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188
msgid ""
":guilabel:`Ask at launch`: activities are assigned to a user when the plan "
"is scheduled."
msgstr ""
":guilabel:`Preguntar en el lanzamiento`: las actividades se asignan a un "
"usuario cuando el plan se programe."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189
msgid ""
":guilabel:`Default user`: activities are always assigned to a specific user."
msgstr ""
":guilabel:`Usuario predeterminado`: las actividades siempre se asignan a un "
"usuario en específico."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191
msgid ""
"If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field,"
" choose a user in the :guilabel:`Assigned to` field."
msgstr ""
"Si selecciona :guilabel:`Usuario predeterminado` en el campo "
":guilabel:`Asignación`, seleccione un usuario en el campo "
":guilabel:`Asignado a`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195
msgid ""
"Activity plans can feature activities that are assigned to default users and"
" users assigned at the plan launch."
msgstr ""
"Los planes de actividades pueden incluir actividades asignadas a un usuario "
"predeterminado y usuarios que se indican al lanzamiento."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0
msgid "A Lead Plan form with scheduled activities."
msgstr "Un formulario de plan de led con actividades programadas."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202
msgid ""
"Next, configure the timeline for the activity. Activities can be scheduled "
"to occur either before the plan date or after. Use the :guilabel:`Interval` "
"and :guilabel:`Units` fields to set the deadline for this activity. Lastly, "
"in the :guilabel:`Trigger` field, select whether the activity should occur "
"before or after the plan date."
msgstr ""
"Después, configure la línea de tiempo de la actividad. Las actividades se "
"pueden programar para que sucedan ya sea antes o después de la fecha de "
"planeación. Use los campos :guilabel:`Intervalo` y :guilabel:`Unidades` para"
" configurar una fecha límite para esta actividad. Finalmente, en el campo "
":guilabel:`Activar` seleccione si la actividad debe suceder antes o después "
"de la fecha planeada."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208
msgid ""
"An activity plan is created to handle high priority leads. Specifically, "
"these leads should be contacted quickly, with a meeting scheduled within two"
" days of the initial contact. The plan is configured with the following "
"activities:"
msgstr ""
"Un plan de actividad se crea sobre todo para gestionar leads de alta "
"prioridad, específicamente, leads a los que se debería contactar rápido y se"
" debe planear una junta dentro de los próximos días para el primer contacto."
" El plan se configura con las siguientes actividades:"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212
msgid "Email two days **before** plan date"
msgstr "Enviar correo electrónico dos días **antes** de la fecha planeada."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213
msgid "Meeting zero days **before** plan date"
msgstr "Junta cero días **antes** de la fecha pleneada"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214
msgid "Make quote three days **after** plan date"
msgstr "Hacer una cotización tres días **después** de la fecha planeada"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215
msgid "Upload document three days **after** plan date"
msgstr "Subir documento tres días **después** de la fecha planeada"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216
msgid "Follow-up five days **after** plan date"
msgstr "Dar seguimiento cinco días **después** de la fecha planeada"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218
msgid ""
"This sets the *plan date* as the meeting deadline, which is the objective of"
" the plan. Before that date, there is lead time to contact the customer and "
"prepare for the meeting. After that date, the salesperson has time to create"
" a quote, upload the document, and follow-up."
msgstr ""
"Esto hará que la *fecha planeada* sea la fecha límite de una junta, que es "
"el objetivo del plan. Antes de esa fecha, hay un tiempo de tolerancia para "
"contactar al cliente y preparar la junta. Después de esa fecha, el vendedor "
"tiene tiempo para crear una cotización, subir el documento y hacer el "
"seguimiento."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222
msgid "Repeat these steps for each activity included in the plan."
msgstr "Repita estos pasos para cada actividad que se incluya en el plan."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225
msgid "Launch an activity plan"
msgstr "Iniciar un plan de actividad"
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227
msgid ""
"To launch an activity plan on a *CRM* opportunity, navigate to "
":menuselection:`CRM app` and click on the Kanban card of an opportunity to "
"open it."
msgstr ""
"Para iniciar un plan de actividad en una oportunidad de *CRM* vaya a "
":menuselection:`la aplicación CRM` y haga clic en la tarjeta de kanban de la"
" oportunidad para abrirla."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230
msgid ""
"At the top-right of the chatter, click :guilabel:`Activities` to open the "
":guilabel:`Schedule Activity` pop-up window."
msgstr ""
"En la parte superior derecha del chatter, haga clic en "
":guilabel:`Actividades` para abrir la ventana emergente de "
":guilabel:`Planear actividad`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233
msgid ""
"In the :guilabel:`Plan` field, select the desired activity plan to launch. "
"This generates a :guilabel:`Plan summary`, listing out the activities "
"included in the plan. Select a :guilabel:`Plan Date` using the calendar "
"popover. This updates the :guilabel:`Plan summary` with deadlines based on "
"the intervals configured on the :ref:`activity plan <crm/activity-plans>`."
msgstr ""
"En el campo :guilabel:`Plan`, seleccione el plan de actividad que quiere "
"iniciar, así generará un :guilabel:`Resumen del plan` en el cual se "
"enlistarán las actividades que se incluyen en el plan. Seleccione una "
":guilabel:`Fecha del plan` usando el calendario que se muestra para "
"actualizar el :guilabel:`Resumen del plan` con las fechas límites según los "
"intervalos configurados en el :ref:`plan de actividad. <crm/activity-"
"plans>`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238
msgid ""
"Select a user in the :guilabel:`Assigned To` field. This user is assigned to"
" any of the activities on the plan were configured with :guilabel:`Ask at "
"launch` in the :guilabel:`Assignment` field."
msgstr ""
"Seleccione un usuario en el campo :guilabel:`Asignado a`. A este usuario se "
"le asignará cualquiera de las actividades en el plan que esté configurado "
"con :guilabel:`Preguntar en el lanzamiento` en el campo "
":guilabel:`Asignación`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid "The schedule activity pop-up window with an Activity plan selected."
msgstr ""
"La ventana emergente para programar una actividad con el plan de actividad "
"seleccionado."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245
msgid "Click :guilabel:`Schedule`."
msgstr "Haga clic en :guilabel:`Programar`."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247
msgid ""
"The details of the plan are added to the chatter, in addition to each of the"
" activities."
msgstr ""
"Además de que los detalles del plan se agregarán a cada una de las "
"actividades, también se agregarán al chatter."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1
msgid "The chatter thread of a CRM opportunity with a launched activity plan."
msgstr ""
"El hilo de chatter de una oportunidad CRM con un plan de actividad iniciado."
#: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254
msgid ":doc:`Activities </applications/essentials/activities>`"
msgstr ":doc:`Actividades </applications/essentials/activities>`"
#: ../../content/applications/sales/crm/performance.rst:5
msgid "Analyze performance"
msgstr "Analizar el rendimiento"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3
msgid "Expected revenue report"
msgstr "Reporte de ingresos esperados"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5
msgid ""
"*Expected revenue* is the total cash value of leads that are expected to "
"close by a certain date, usually the end of the current month."
msgstr ""
"*Los ingresos esperados* es el valor total de efectivo de los leads que se "
"espera recibir en una fecha en específico, usualmente al final del mes en "
"curso."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8
msgid ""
"An *expected revenue report* compiles all active leads in a sales pipeline "
"that have a set expected closing date, and compares how sales teams are "
"performing in a given time frame."
msgstr ""
"Un *reporte de ingresos esperados* recopila todos los leads activos en una "
"cartera de ventas que tienen una fecha de cierre esperada establecida, y "
"compara el rendimiento de los equipos de ventas en un plazo determinado."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
msgid "Close up of the expected closing date on a lead in the CRM app."
msgstr ""
"Imagen con acercamiento de la fecha prevista de cierre de un cliente "
"potencial en la aplicación CRM."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15
msgid ""
"By pulling a monthly expected revenue report, sales managers can see which "
"team members are reaching their goals, and who may need additional "
"assistance to close valuable deals."
msgstr ""
"Al elaborar un reporte mensual de ingresos previstos, los gerentes de ventas"
" pueden ver qué miembros del equipo están alcanzando sus objetivos y quiénes"
" pueden necesitar ayuda adicional para cerrar buenos tratos."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19
msgid "Create an expected revenue report"
msgstr "Crear un reporte de ingresos esperados"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21
msgid ""
"To create an expected revenue report, first navigate to :menuselection:`CRM "
"app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline "
"Analysis` dashboard."
msgstr ""
"Para crear un reporte de ingresos esperados, primero vaya a "
":menuselection:`aplicación CRM --> Reportes --> Flujo`. Esto abrirá el "
"tablero de :guilabel:`Análisis del flujo`."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25
msgid ""
"The *Pipeline Analysis* dashboard includes several filters in the search bar"
" by default. Remove these before adding any additional custom filters."
msgstr ""
"El tablero de *Análisis de flujo* incluye varios filtros en la barra de "
"búsqueda de forma predeterminada, elimínelos antes de agregar más filtros "
"personalizados."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28
msgid ""
"On the top-left of the report, click :guilabel:`Measures`, then select "
":guilabel:`Expected Revenue` from the drop-down menu."
msgstr ""
"Haga clic en :guilabel:`Medidas` en la parte superior izquierda del reporte "
"y luego seleccione :guilabel:`Ingresos esperados` en el menú desplegable."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31
msgid ""
"At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon "
"to the right of the :guilabel:`Search...` bar to open the drop-down menu "
"that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click "
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
"pop-up window."
msgstr ""
"En la parte superior de la página, haga clic en el icono "
":guilabel:`🔻(triángulo apuntando hacia abajo)` situado a la derecha de la "
"barra :guilabel:`Buscar...` para abrir el menú desplegable que contiene las "
"columnas :guilabel:`Filtros`, :guilabel:`Agrupar por` y "
":guilabel:`Favoritos`. Bajo la columna :guilabel:`Filtros`, haga clic en "
":guilabel:`Añadir filtro personalizado`, que abre una ventana emergente "
":guilabel:`Añadir filtro personalizado`."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68
msgid "Add custom filters"
msgstr "Añadir filtros personalizados"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41
msgid ""
"In order to generate an expected revenue report, filters need to be created "
"for the following conditions:"
msgstr ""
"Para poder generar un reporte de ingresos esperados, debe crear filtros para"
" seguir las siguientes condiciones:"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44
msgid ""
":ref:`Expected closing date <expected_revenue_report/closing-date>`: limits "
"results to only include leads expected to close within a specific time "
"frame."
msgstr ""
":ref:`Fecha de cierre prevista <expected_revenue_report/closing-date>`: "
"limita los resultados para que sólo incluyan los clientes potenciales que se"
" espera que se cierren dentro de un plazo específico."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46
msgid ""
":ref:`Exclude unassigned leads <expected_revenue_report/unassigned-leads>`: "
"excludes leads without an assigned salesperson."
msgstr ""
":ref:`Número de leads sin asignar <expected_revenue_report/unassigned-"
"leads>`: excluye leads sin vendedor asignado."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48
msgid ""
":ref:`Specific sales teams <expected_revenue_report/sales-team>`: limits "
"results to only include leads assigned to one or more sales teams. This "
"filter is optional and should not be included if the report is intended for "
"the entire company."
msgstr ""
":ref:`Equipos de venta específicos <expected_revenue_report/sales-team>`: "
"limita los resultados para que solo incluyan leads asignados a uno o más "
"equipos de ventas. Este filtro es opcional, no lo incluya si el reporte está"
" dirigido a toda la empresa."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55
msgid "Add filter for expected closing date"
msgstr "Agregar filtro para fecha de cierre prevista"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57
msgid ""
"On the :guilabel:`Add Custom Filter` pop-up window, click into the first "
"field of the new rule. Type `Expected Closing` into the "
":guilabel:`Search...` bar, or scroll to select it from the list. Click in "
"the second field and select :guilabel:`is set`. This limits the results to "
"only include leads where an estimated closing date is listed."
msgstr ""
"En la ventana emergente :guilabel:`Agregar filtro personalizado`, haga clic "
"en el primer campo de la nueva regla. Escriba `Cierre esperado` en la barra "
":guilabel:`Buscar...`, o desplácese para seleccionarlo de la lista. Haga "
"clic en el segundo campo y seleccione :guilabel:`está establecido`. Esto "
"limita los resultados para que sólo incluyan clientes potenciales en los que"
" aparezca una fecha de cierre estimada."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62
msgid ""
"Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to "
"duplicate it."
msgstr ""
"Después haga clic en el símbolo :guilabel:`➕ (más)` a la derecha de la regla"
" para duplicarla."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65
msgid ""
"Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules "
"based on the same filter."
msgstr ""
"Con el símbolo de :guilabel:`➕ (más)` es más fácil agregar varias reglas "
"basadas en el mismo filtro."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68
msgid ""
"In the second field of the new rule, select :guilabel:`is between` from the "
"drop-down menu. This creates a set time frame during which the expected "
"closing date must occur for leads to be included in the results."
msgstr ""
"En el segundo campo de la nueva regla, seleccione :guilabel:`es entre` en el"
" menú desplegable. De este modo se crea un intervalo de tiempo durante el "
"cual debe producirse la fecha de cierre prevista para que los clientes "
"potenciales se incluyan en los resultados."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72
msgid ""
"Click in each date field, one at a time, and use the calendar popover window"
" to add both a start and end date to the rule. This is usually the beginning"
" and ending of the current month, or fiscal quarter."
msgstr ""
"Haga clic en cada campo de fecha, de uno en uno, y utilice la ventana "
"emergente del calendario para añadir una fecha de inicio y otra de fin a la "
"regla. Normalmente se trata del inicio y el final del mes o trimestre fiscal"
" en curso."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107
msgid "Exclude unassigned leads"
msgstr "Excluir leads no asignados"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81
msgid ""
"After filtering for the expected closing date, add a :guilabel:`New Rule`. "
"Then, click into the new rule's first field, and type `Salesperson` in the "
":guilabel:`Search...` bar, or scroll through the list to select it. Click in"
" the rule's second field and select :guilabel:`is set` from the drop-down "
"menu. This excludes any results without an assigned salesperson."
msgstr ""
"Después de filtrar por la fecha de cierre esperada, agregue una "
":guilabel:`nueva regla`. Haga clic en el primer campo de la nueva regla y "
"escriba `Vendedor` en la barra de :guilabel:`búsqueda` o busque en la lista "
"para seleccionarlo. Haga clic en el segundo campo de la regla y en el menú "
"desplegable seleccione :guilabel:`está establecido`, esto excluirá cualquier"
" resultado que no tenga un vendedor asignado."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89
msgid "Add a filter for sales teams"
msgstr "Agregar un filtro para equipos de ventas"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92
msgid ""
"This filter is optional. To view results for the entire company, do **not** "
"add this filter, and continue to :ref:`View results "
"<expected_revenue_report/view-results>`."
msgstr ""
"Este filtro es opcional. Para ver los resultados de toda la empresa, **no** "
"añada este filtro y continúe en :ref:`Ver resultados "
"<expected_revenue_report/view-results>`."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125
msgid ""
"To limit the results of the report to one or more sales teams, click "
":guilabel:`New Rule`. Next, click the first field for the new rule, and type"
" `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through "
"the list to locate it."
msgstr ""
"Para limitar los resultados del informe a uno o más equipos de ventas, haga "
"clic en :guilabel:`Nueva regla`. A continuación, haga clic en el primer "
"campo de la nueva regla y escriba \"Equipo de ventas\" en la barra "
":guilabel:`Buscar...` o desplácese por la lista para localizarlo."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99
msgid ""
"In the rule's second field, select :guilabel:`is in` from the drop-down "
"menu. Selecting this operator limits results to the sales teams indicated in"
" the next field."
msgstr ""
"En el segundo campo de la regla, seleccione :guilabel:`está en` en el menú "
"desplegable. La selección de este operador limita los resultados a los "
"equipos de ventas indicados en el campo siguiente."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102
msgid ""
"Lastly, click into the third field, and either: make a selection from the "
"complete list revealed in the popover menu, or type the first few characters"
" of the specific sales team's title to quickly find and select it as a "
"parameter."
msgstr ""
"Por último, haga clic en el tercer campo y, o bien realice una selección de "
"la lista completa que aparece en el menú emergente, o bien escriba los "
"primeros caracteres del título del equipo de ventas específico para "
"encontrarlo rápidamente y seleccionarlo como parámetro."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107
msgid ""
"Multiple teams can be added to the `Sales Team` rule, where each parameter "
"is treated with an \"or\" (e.g. \"any\") operator in the search logic."
msgstr ""
"Se pueden añadir varios equipos a la regla \"Equipo de ventas\", donde cada "
"parámetro se trata con un operador \"o\" (por ejemplo, \"cualquiera\") en la"
" lógica de búsqueda."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
msgid ""
"Add Custom Filters pop-up window with custom filters configured for expected revenue\n"
"report."
msgstr ""
"Ventana emergente para agregar filtros personalizados con filtros personalizados configurados para el reporte de ingresos\n"
"esperados."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118
#: ../../content/applications/sales/crm/performance/forecast_report.rst:85
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145
#: ../../content/applications/sales/members/members_analysis.rst:39
msgid "View results"
msgstr "Ver resultados"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147
msgid ""
"At the top of the :guilabel:`Add Custom Filter` form, there is an option to "
"match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly "
"run the report, only records that match **all** of the following filters "
"should be included. Before adding the filters, make sure :guilabel:`all` is "
"selected in this field."
msgstr ""
"En la parte superior del formulario :guilabel:`Agregar filtro personalizado`"
" hay una opción para que coincida con :guilabel:`cualquiera` de las reglas o"
" con :guilabel:`todas` ellas. Para ejecutar el reporte de forma correcta "
"solo debe incluir los registros que coincidan con **todos** los siguientes "
"filtros. Antes de agregar los filtros asegúrese de que la opción "
":guilabel:`Todos` está seleccionada en este campo."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1
msgid ""
"Emphasis on the match all filters option on the Add Custom Filter pop-up "
"window."
msgstr ""
"Haga hincapié en la opción coincidir con todos los filtros de la ventana "
"emergente Añadir filtro personalizado."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129
msgid ""
"At the bottom of the :guilabel:`Add Custom Filter` form, click "
":guilabel:`Add`."
msgstr ""
"En la parte inferior del formulario :guilabel:`Agregar un filtro "
"personalizado` haga clic en :guilabel:`Agregar`."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132
#: ../../content/applications/sales/crm/performance/win_loss.rst:279
msgid "View options"
msgstr "Ver opciones"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134
msgid ""
"The expected revenue report benefits from utilizing multiple views. The "
"default graph view can be used to identify which salespeople are expected to"
" bring in the most revenue, while the list view and pivot view provide more "
"detail on specific deals."
msgstr ""
"El informe de ingresos previstos se beneficia de la utilización de múltiples"
" vistas. La vista de gráfico predeterminada puede utilizarse para "
"identificar qué vendedores se espera que generen más ingresos, mientras que "
"la vista de lista y la vista pivotante proporcionan más detalles sobre "
"acuerdos específicos."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140
#: ../../content/applications/sales/subscriptions/reports.rst:92
msgid "Graph view"
msgstr "Vista de gráfico"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142
msgid ""
"The *graph view* is used to visualize data, and is beneficial in identifying"
" patterns and trends."
msgstr ""
"La vista *gráfica* se utiliza para visualizar datos, y es beneficiosa para "
"identificar patrones y tendencias."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145
msgid ""
"*Bar charts* are used to show the distribution of data across several "
"categories or among several salespeople."
msgstr ""
"*Los gráficos de barras* se utilizan para mostrar la distribución de los "
"datos entre varias categorías o entre varios vendedores."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148
msgid ""
"*Line charts* are useful to show changing trends over a period of time."
msgstr ""
"*Los gráficos de líneas* son útiles para mostrar tendencias cambiantes a lo "
"largo de un periodo de tiempo."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150
msgid ""
"*Pie charts* are useful to show the distribution, or comparison, of data "
"among a small number of categories or salespeople, specifically how they "
"form the meaningful part of a whole picture."
msgstr ""
"*Los gráficos circulares* son útiles para mostrar la distribución, o "
"comparación, de datos entre un pequeño número de categorías o vendedores, "
"concretamente cómo forman la parte significativa de una imagen completa."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154
msgid ""
"The default view for the expected revenue report is the bar chart, stacked. "
"To change to a different graph view, click one of the icons at the top-left "
"of the report. While both the line chart and bar chart are available in "
"stacked view, the pie chart is not."
msgstr ""
"La vista predeterminada del reporte de ingresos previstos es el gráfico de "
"barras apilado. Para usar una vista de gráfico diferente, haga clic en uno "
"de los iconos ubicados en la parte superior izquierda del reporte. El "
"gráfico de líneas y el de barras están disponibles en vista apilada, pero el"
" gráfico circular no."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid ""
"Close up view of the graph icons on the Pipeline analysis report in the CRM "
"app."
msgstr ""
"Vista de cerca de los iconos de gráfico en el reporte de análisis de flujo "
"en la aplicación CRM."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162
msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked."
msgstr ""
"Iconos de vista de gráfico en orden: barras, línea, circular, apilados."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164
#: ../../content/applications/sales/subscriptions/reports.rst:131
msgid "List view"
msgstr "Vista de lista"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166
msgid ""
"The *list view* provides a list of all leads that are expected to close by "
"the designated date. Clicking on a lead in list view opens the record for "
"detailed analysis, but many insights can be gleaned from the basic view."
msgstr ""
"La vista de lista ofrece una lista de todos los clientes potenciales que se "
"espera cerrar en la fecha designada. Al hacer clic en un cliente potencial "
"en la vista de lista, se abre el registro para un análisis detallado, pero "
"se pueden extraer muchas conclusiones de la vista básica."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170
msgid ""
"To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-"
"right of the report."
msgstr ""
"Para cambiar a la vista de lista haga clic en el icono :guilabel:`≣ (lista)`"
" en la esquina superior derecha del reporte."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid "Close up of the list view icon in the CRM app."
msgstr "Imagen con acercamiento del icono de lista en la aplicación CRM."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177
msgid ""
"To add additional metrics to the report, click the *additional options menu*"
" indicated by the :guilabel:`toggle` icon at the top-right of the list."
msgstr ""
"Para agregar métricas adicionales al reporte, haga clic en el *menú de "
"opciones adicionales* que está representado por el icono para "
":guilabel:`alternar` ubicado en la parte superior derecha de la lista."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid "Close up of the toggle icon in the CRM app."
msgstr "Imagen con acercamiento al icono de alternar en la aplicación CRM."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184
msgid ""
"Clicking the toggle icon in *list view* opens the *additional options menu*."
msgstr ""
"Al hacer clic en el icono de alternar en la *vista de lista* se abrirá el "
"*menú de opciones adicionales*."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186
msgid ""
"Select any additional metrics from the drop-down menu to add them to the "
"list view. Some options that may be useful are :guilabel:`Expected Closing` "
"and :guilabel:`Probability`."
msgstr ""
"Seleccione cualquier métrica adicional del menú desplegable para añadirla a "
"la vista de lista. Algunas opciones que pueden ser útiles son "
":guilabel:`Cierre previsto` y :guilabel:`Probabilidad`."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189
#: ../../content/applications/sales/subscriptions/reports.rst:143
msgid "Pivot view"
msgstr "Vista de tabla dinámica"
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191
msgid ""
"The *pivot view* arranges all leads that are expected to close by the "
"designated date into a dynamic table."
msgstr ""
"La *vista dinámica* ordena todos los clientes potenciales que se espera "
"cerrar en la fecha designada en una tabla dinámica."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194
msgid ""
"To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-"
"right of the report."
msgstr ""
"Para cambiar a la vista dinámica haga clic en el icono :guilabel:`tabla "
"dinámica` en la esquina superior derecha del reporte."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0
msgid "Close up of the pivot view icon in the CRM app."
msgstr ""
"Imagen con acercamiento del icono de tabla dinámica en la aplicación CRM."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200
msgid ""
"When the pivot view is selected for this report, the X-axis lists the stages"
" in the pipeline, while the Y-axis defaults to group the results by their "
"creation date. To switch these groupings, click the flip access icon "
"(:guilabel:`⇄`) at the top of the report."
msgstr ""
"Al seleccionar la vista de tabla dinámica para este reporte, el eje X "
"enumera las etapas del flujo, mientras que el eje Y agrupa los resultados "
"por su fecha de creación de forma predeterminada. Para cambiar estas "
"agrupaciones, haga clic en el icono de cambio de acceso (:guilabel:`⇄`) "
"ubicado en la parte superior del reporte."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204
msgid ""
"To add additional measures to the report, click the :guilabel:`Measures` "
"button at the top-left of the report. Select any additional metrics from the"
" drop-down menu."
msgstr ""
"Para agregar medidas adicionales al reporte, haga clic en el botón "
":guilabel:`Medidas` ubicado en la parte superior izquierda del documento. "
"Seleccione cualquier medida adicional en el menú desplegable."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207
msgid ""
"To add a group to a row or column to the pivot view, click the :guilabel:`➕ "
"(plus sign)` next to :guilabel:`Total`, and then select one of the groups. "
"To remove one, click the :guilabel:`➖ (minus sign)` and de-select the "
"appropriate option."
msgstr ""
"Para agregar un grupo a una fila o columna a la vista de tabla dinámica, "
"haga clic en el :guilabel:`➕ (signo más)` junto a :guilabel:`Total` y luego "
"seleccione uno de los grupos. Para eliminar uno, haga clic en :guilabel:`➖ "
"(signo menos)` y desmarque la opción apropiada."
#: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211
msgid ""
"Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an "
"editable spreadsheet format within the *Dashboards* app. If the Odoo "
"*Documents* app is installed, the report can be inserted into a blank or "
"existing spreadsheet, and exported."
msgstr ""
"Haga clic en :guilabel:`Insertar en Hoja de cálculo` para agregar la vista "
"de tabla dinámica a un formato de hoja de cálculo editable dentro de la "
"aplicación *Tableros*. Si la aplicación *Documentos* está instalada, podrá "
"insertar el reporte en una hoja de cálculo vacía o existente y exportarlo."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:3
msgid "Forecast report"
msgstr "Reporte de pronóstico"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:9
msgid ""
"The *Forecast* report in the *CRM* app allows users to view upcoming "
"opportunities and build a forecast of potential sales. Opportunities are "
"grouped by the month of their expected closing date, and can be dragged-and-"
"dropped to adjust the deadline."
msgstr ""
"El reporte de *pronóstico* de la aplicación *CRM* permite que los usuarios "
"vean las próximas oportunidades y elaboren un pronóstico de posibles ventas."
" Las oportunidades se agrupan por el mes de fecha de cierre esperada y se "
"pueden arrastrar y soltar para ajustar el plazo límite."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:13
msgid ""
"To access the *Forecast* report, navigate to :menuselection:`CRM app --> "
"Reporting --> Forecast`."
msgstr ""
"Para acceder al reporte de *pronóstico*, vaya a :menuselection:`CRM --> "
"Reportes --> Pronóstico`."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:16
msgid "Navigate the forecast report"
msgstr "Explorar el reporte de pronóstico"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:18
msgid ""
"The default :guilabel:`Forecast` report includes opportunities assigned to "
"the current user's pipeline, and are expected to close within four months. "
"It also shows opportunities without an assigned expected closing date. The "
"opportunities are grouped by month in a :icon:`oi-view-kanban` "
":guilabel:`(Kanban)` view."
msgstr ""
"El reporte de :guilabel:`pronóstico` predeterminado incluye las "
"oportunidades asignadas al flujo del usuario actual y que se espera que se "
"cierren en los próximos cuatro meses. También muestra las oportunidades sin "
"una fecha esperada de cierre asignada. Las oportunidades están agrupadas por"
" mes en una vista de :icon:`oi-view-kanban` :guilabel:`(kanban)`."
#: ../../content/applications/sales/crm/performance/forecast_report.rst-1
msgid "A sample version of the Forecast report in the CRM app."
msgstr ""
"Una versión de muestra del reporte de pronóstico en la aplicación CRM."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:28
msgid "Expected closing date"
msgstr "Fecha de cierre prevista"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:30
msgid ""
"Opportunities are grouped by the date assigned in the *Expected Closing* "
"field on an opportunity form. To change this date directly from the "
":guilabel:`Forecast` page, select the Kanban card for the desired "
"opportunity, then click and drag the card to the desired column."
msgstr ""
"Las oportunidades se agrupan por la fecha asignada en el campo *Cierre "
"esperado* en el formulario de oportunidad. Para cambiar esta fecha desde la "
"página :guilabel:`Pronóstico`, seleccione la tarjeta de kanban de la "
"oportunidad deseada, luego haga clic en ella y arrástrela a la columna "
"correspondiente."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:35
msgid ""
"The default time frame for the forecast is *month*. This can be changed by "
"clicking the |caret| next to the :guilabel:`Search...` bar at the top of the"
" report. Under the :guilabel:`Group By` heading in the resulting drop-down "
"menu, click :guilabel:`Expected Closing` to expand the list of available "
"options, and select a desired amount of time from the list."
msgstr ""
"El plazo predeterminado para el pronóstico es *mes y puede cambiarlo al "
"hacer clic en |caret| junto a la :guilabel:`barra de búsqueda` ubicada en la"
" parte superior del reporte. En el encabezado :guilabel:`Agrupar por` del "
"menú desplegable, haga clic en :guilabel:`Cierre esperado` para abrir la "
"lista con opciones disponibles y seleccionar el periodo deseado."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:40
msgid ""
"After an opportunity is added to a new month, the *Expected Closing* field "
"on the opportunity form is updated to the *last* date of the new month."
msgstr ""
"Después de agregar una oportunidad a un nuevo mes, el campo *Cierre "
"esperado* del formulario de la oportunidad se actualiza a la *última* fecha "
"del mes antes mencionado."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:44
msgid ""
"The *Expected Closing* field can also be manually updated on the opportunity"
" card. To do that, click on the Kanban card for an opportunity on the "
":guilabel:`Forecast` page to open the opportunity's detail form. Click in "
"the :guilabel:`Expected Closing` field, and use the calendar popover to "
"select a new closing date."
msgstr ""
"El campo *Cierre esperado* también se puede actualizar de forma manual en la"
" tarjeta de la oportunidad. Para hacerlo, haga clic en la tarjeta de kanban "
"correspondiente en la página :guilabel:`Pronóstico` para abrir su formulario"
" de detalles, después haga clic en el campo :guilabel:`Cierre esperado` y "
"use el calendario emergente para seleccionar una nueva fecha de cierre."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:50
msgid "Prorated revenue"
msgstr "Ingreso prorrateado"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:52
msgid ""
"At the top of the column for each month on the :guilabel:`Forecast` "
"reporting page, to the right of the progress bar, is a sum of the prorated "
"revenue for that time frame."
msgstr ""
"En la parte superior de la columna de cada mes en la página del reporte de "
":guilabel:`pronóstico`, del lado derecho de la barra de progreso, está la "
"suma de los ingresos prorrateados para ese periodo."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:55
msgid "The prorated revenue is calculated using the formula below:"
msgstr "El ingreso prorrateado se calcula con la siguiente fórmula:"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:57
msgid ""
"\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated "
"Revenue}"
msgstr ""
"\\text{Ingreso esperado} \\times \\text{Probabilidad} = \\text{Ingreso "
"prorrateado}"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:61
msgid ""
"As opportunities are moved from one column to another, the column's revenue "
"is automatically updated to reflect the change."
msgstr ""
"Al mover las oportunidades de una columna a otra, el ingreso esta se "
"actualiza en automático para reflejar el cambio."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:65
msgid "A forecast report for June includes two opportunities:"
msgstr "El reporte de pronóstico del mes de junio incluye dos oportunidades:"
#: ../../content/applications/sales/crm/performance/forecast_report.rst:67
msgid ""
"The first opportunity, `Global Solutions`, has an expected revenue of "
"`$3,800`, and a probability of `90%`. This results in a prorated revenue of "
"`$3,420`."
msgstr ""
"La primera oportunidad, `Global Solutions`, tiene un ingreso esperado de "
"`$3,800` y una probabilidad del `90%`. Como resultado, el ingreso "
"prorrateado es de `$3,420`."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:70
msgid ""
"The second opportunity, `Quote for 600 Chairs`, has an expected revenue of "
"`$22,500`, and a probability of `20%`. This results in a prorated revenue of"
" `$4,500`."
msgstr ""
"La segunda oportunidad, `Cotización por 600 sillas`, tiene un ingreso "
"esperado de `$22,500` y una probabilidad del `20%`. Como resultado, el "
"ingreso prorrateado es de `$4,500`."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:73
msgid ""
"The combined prorated revenue of the opportunities is `$7,920`, which is "
"listed at the top of the column for the month."
msgstr ""
"El ingreso prorrateado combinado de las oportunidades es de `$7,920` y "
"aparece en la parte superior de la columna del mes."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:0
msgid ""
"An example of the prorated revenue for one month of the forecast report."
msgstr ""
"Un ejemplo de los ingresos prorrateados para un mes del reporte de "
"pronóstico."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:81
msgid ""
"For more information on how probability is assigned to opportunities, see "
":doc:`../track_leads/lead_scoring`"
msgstr ""
"Consulte :doc:`../track_leads/lead_scoring` para obtener más información "
"sobre la asignación de probabilidad a las oportunidades."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:87
msgid ""
"Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to "
"graph view. Then, click the corresponding icon at the top of the report to "
"switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-"
"chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie "
"chart)`."
msgstr ""
"Haga clic en el icono :icon:`fa-area-chart` :guilabel:`(gráfico de áreas)` "
"para cambiar a la vista de gráfico. Haga clic en el icono correspondiente "
"ubicado en la parte superior del reporte para cambiar a un :icon:`fa-bar-"
"chart` :guilabel:`(gráfico de barras)`, :icon:`fa-line-chart` "
":guilabel:`(gráfico de líneas)` o un :icon:`fa-pie-chart` "
":guilabel:`(gráfico circular)`."
#: ../../content/applications/sales/crm/performance/forecast_report.rst-1
msgid "A pie chart view of the Forecast report."
msgstr "Una vista de gráfico circular del reporte de pronóstico."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:96
msgid ""
"Click the |pivot| to change to the pivot view, or the |list| to change to "
"the list view."
msgstr ""
"Haga clic en |pivot| para cambiar a la vista de tabla dinámica o en |list| "
"para cambiar a la vista de lista."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:99
#: ../../content/applications/sales/members/members_analysis.rst:49
msgid ""
"The :ref:`pivot view <reporting/using-pivot>` can be used to view and "
"analyze data in a more in-depth manner. Multiple measures can be selected, "
"and data can be viewed by month, and by opportunity stage."
msgstr ""
"La :ref:`vista de tabla dinámica <reporting/using-pivot>` es útil para ver y"
" analizar datos con mayor detalle. Es posible seleccionar varias medidas, "
"así como visualizar los datos por mes y por etapa de la oportunidad."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:0
msgid "A sample of the forecast report in the pivot view."
msgstr "Una muestra del reporte de pronóstico en la vista de tabla dinámica."
#: ../../content/applications/sales/crm/performance/forecast_report.rst:108
msgid "To save this report as a *favorite*, see :ref:`search/favorites`."
msgstr ""
"Consulte :ref:`search/favorites` para guardar este reporte como *favorito*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:3
msgid "Pipeline Analysis"
msgstr "Análisis del flujo"
#: ../../content/applications/sales/crm/performance/win_loss.rst:5
msgid ""
"The *CRM* app manages the sales pipeline as leads/opportunities move from "
"stage to stage, origination to sale (**Won**) or archival (**Lost**)."
msgstr ""
"La aplicación *CRM* gestiona el proceso de ventas a medida que los clientes "
"potenciales/oportunidades avanzan de etapa en etapa, desde el origen hasta "
"la venta (**ganada**) o el archivo (**perdida**)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:8
msgid ""
"After organizing the pipeline, use the search options and reports available "
"on the *Pipeline Analysis* page to gain insight into the effectiveness of "
"the pipeline and its users."
msgstr ""
"Después de organizar el flujo de trabajo, utilice las opciones de búsqueda y"
" reportes disponibles en la página *análisis del flujo de ventas* para "
"obtener información sobre la eficacia del flujo de trabajo y sus usuarios."
#: ../../content/applications/sales/crm/performance/win_loss.rst:11
msgid ""
"To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> "
"Reporting --> Pipeline`."
msgstr ""
"Si desea acceder a la página *análisis del flujo de trabajo*, vaya a la "
"aplicación :menuselection:`CRM --> Reportes --> Flujo de trabajo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"Open the CRM app and click on the Reporting tab along the top, then click "
"Pipeline."
msgstr ""
"Abra la aplicación CRM y haga clic en la pestaña de reportes en la parte "
"superior, luego haga clic en 'flujos de trabajo'."
#: ../../content/applications/sales/crm/performance/win_loss.rst:20
msgid "Navigate the pipeline analysis page"
msgstr "Cómo navegar la página de análisis del flujo de trabajo"
#: ../../content/applications/sales/crm/performance/win_loss.rst:22
msgid ""
"Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph "
"showcasing the leads from the past year automatically populates. The bars "
"represent the number of leads in each stage of the sales pipeline, color-"
"coded to show the month the lead reached that stage."
msgstr ""
"Cuando acceda a la página :guilabel:`análisis del flujo de ventas`, se "
"generará automáticamente un gráfico de barras que muestra los clientes "
"potenciales del año pasado. Las barras representan la cantidad de clientes "
"potenciales en cada etapa del proceso de ventas, organizadas por colores "
"para mostrar el mes en que el cliente potencial alcanzó esa etapa."
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The default state of the Pipeline Analysis page is a graph, with many "
"options to change it."
msgstr ""
"El estado predeterminado de la página de análisis del flujo de ventas es un "
"gráfico, con muchas opciones para modificarlo."
#: ../../content/applications/sales/crm/performance/win_loss.rst:30
msgid ""
"The interactive elements of the :guilabel:`Pipeline Analysis` page "
"manipulate the graph to report different metrics in several views. From "
"left-to-right, top-to-bottom, the elements include:"
msgstr ""
"Los elementos interactivos de la página :guilabel:`análisis del flujo de "
"trabajo` modifican el gráfico para reportar diferentes métricas en varias "
"vistas. De izquierda a derecha, de arriba a abajo, los elementos incluyen:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:33
msgid ""
":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located "
"next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-"
"down menu appears with three options, each with their own sub-menu: "
":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See "
":ref:`Save and share reports <win_loss/save_reports>` for more information)"
msgstr ""
":guilabel:`Acciones`: representadas por el icono :guilabel:`⚙️ (engranaje)`,"
" ubicado junto al título de la página :guilabel:`análisis del flujo de "
"ventas`. Al hacer clic, aparecerá un menú desplegable con tres opciones, "
"cada una con su propio submenú: :guilabel:`conocimiento`, "
":guilabel:`tablero`, :guilabel:`hoja de cálculo`. (Consulte :ref:`guardar y "
"compartir reportes <win_loss/save_reports>` para obtener más información)"
#: ../../content/applications/sales/crm/performance/win_loss.rst:39
msgid ""
"The :guilabel:`Knowledge` option is for linking to or inserting the graph in"
" a *Knowledge* app article."
msgstr ""
"La opción :guilabel:`información` sirve para vincular o insertar el gráfico "
"en un artículo de la aplicación *Información*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:41
msgid ""
"The :guilabel:`Dashboard` option is for adding the graph to a dashboard in "
"the *Dashboards* app."
msgstr ""
"La opción :guilabel:`tablero` sirve para agregar el gráfico a un tablero en "
"la aplicación *Tablero*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:42
msgid ""
"The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet"
" in the *Documents* app."
msgstr ""
"La opción :guilabel:`hoja de cálculo` sirve para vincular el gráfico a una "
"hoja de cálculo en la aplicación *Documentos*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:44
msgid ""
":guilabel:`Search...` bar: shows the filters and groupings currently being "
"applied to the graph. To add new filters/groups, type them into the search "
"bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, "
"to open a drop-down menu of options. (See :ref:`Search Options "
"<win_loss/search>` for more information)"
msgstr ""
"Barra :guilabel:`buscar...`: muestra los filtros y agrupaciones que se "
"aplican actualmente al gráfico. Si desea agregar nuevos filtros/grupos, "
"escríbalos en la barra de búsqueda o haga clic en el icono :guilabel:`⬇️ "
"(flecha hacia abajo)`, al final de la barra, para abrir un menú desplegable "
"de opciones. (Consulte :ref:`opciones de búsqueda <win_loss/search>` para "
"obtener más información)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:49
msgid ""
"In the upper-right corner, there are view options represented by different "
"icons. (See :ref:`View Options <win_loss/view>` for more information)"
msgstr ""
"En la esquina superior derecha verá opciones de vista representadas por "
"diferentes iconos. (Consulte :ref:`opciones de vista <win_loss/view>` para "
"más información)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:52
msgid ""
":guilabel:`Graph` view: displays the data in a bar graph. This is the "
"default view."
msgstr ""
"Vista de :guilabel:`gráfico`: muestra los datos en un gráfico de barras. "
"Esta es la vista predeterminada."
#: ../../content/applications/sales/crm/performance/win_loss.rst:53
msgid ""
":guilabel:`Pivot` view: displays the data in a customizable, categorized "
"metrics table."
msgstr ""
"Vista :guilabel:`Pivot`: muestra los datos en una tabla de métricas "
"personalizable y con categorías."
#: ../../content/applications/sales/crm/performance/win_loss.rst:54
msgid ""
":guilabel:`Cohort` view: displays and organizes the data, based on their "
":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, "
"month, or year."
msgstr ""
"Vista :guilabel:`cohorte`: muestra y organiza datos según la semana "
"(predeterminado), día, mes o año de :guilabel:`creado en` y :guilabel:`fecha"
" de cierre`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:56
msgid ":guilabel:`List` view: displays the data in a list."
msgstr "Vista de :guilabel:`lista`: muestra los datos en una lista."
#: ../../content/applications/sales/crm/performance/win_loss.rst:58
msgid ""
"Located on the far-left side of the page, beneath the :guilabel:`Pipeline "
"Analysis` page title, there are more configurable filter and view options."
msgstr ""
"En el lado izquierdo de la página, debajo del título de la página "
":guilabel:`análisis del flujo de trabajo` verá más opciones de filtros y "
"vistas configurables."
#: ../../content/applications/sales/crm/performance/win_loss.rst:61
msgid ""
":guilabel:`Measures`: opens a drop-down menu of different measurement "
"options that can be seen in the graph, pivot, or cohort view. The "
":guilabel:`Measure` drop-down menu is not available in the list view. (See "
":ref:`Measurement Options <win_loss/measure>` for more information)"
msgstr ""
":guilabel:`Medidas`: abre un menú desplegable con diferentes opciones de "
"medidas que puede visualizar en una gráfica, una tabla dinámica o en vista "
"cohorte. El menú desplegable de :guilabel:`medidas` no está disponible para "
"la vista de lista. (Consulte la página sobre :ref:`opciones de medidas "
"<win_loss/measure>` para obtener más información)"
#: ../../content/applications/sales/crm/performance/win_loss.rst:64
msgid ""
":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for "
"adding a graph or pivot table to a spreadsheet in the *Documents* app or a "
"dashboard in the *Dashboards* app. This option is not available in the "
"cohort or list view."
msgstr ""
":guilabel:`Insertar en hoja de cálculo`: abre una ventana emergente con "
"opciones para abrir un gráfico o una tabla dinámica en una hoja de cálculo "
"en la aplicación *Documentos*. Esta opción no está disponible para la vista "
"cohorte o de lista. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:68
msgid "With the graph view selected, the following options are available:"
msgstr ""
"Si selecciona la vista de gráfico, tendrá disponibles las siguientes "
"opciones: "
#: ../../content/applications/sales/crm/performance/win_loss.rst:70
msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart."
msgstr ""
":guilabel:`Gráfico de barras`: cambia el gráfico por un gráfico de barras. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:71
msgid ":guilabel:`Line Chart`: switches the graph to a line chart."
msgstr ""
":guilabel:`Gráfico de línea`: cambia el gráfico por un gráfico de línea. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:72
msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart."
msgstr ""
":guilabel:`Gráfico circular`: cambia el gráfico por un gráfico circular. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:73
msgid ""
":guilabel:`Stacked`: when selected, the results of each stage of the graph "
"are stacked on top of each other. When not selected, the results in each "
"stage are shown as individual bars."
msgstr ""
":guilabel:`Apilado`: al seleccionar esta opción, los resultados de cada "
"etapa del gráfico se apilan uno encima del otro. Si no lo selecciona, los "
"resultados de cada etapa se muestran como barras individuales."
#: ../../content/applications/sales/crm/performance/win_loss.rst:75
msgid ""
":guilabel:`Descending`: re-orders the stages in the graph in descending "
"order from left-to-right. Click the icon a second time to deselect it. "
"Depending on the search criteria, this option may not be available."
msgstr ""
":guilabel:`Descendiente`: reordena las etapas del gráfico de manera "
"descendiente de izquierda a derecha. Haga clic en el icono una segunda vez "
"para quitar la opción. Es posible que esta opción no esté disponible "
"dependiendo de sus criterios de búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:78
msgid ""
":guilabel:`Ascending`: re-orders the stages in the graph in ascending order "
"from left-to-right. Click the icon a second time to deselect it. Depending "
"on the search criteria, this option may not be available."
msgstr ""
":guilabel:`Ascendiente`: reordena las etapas del gráfico de manera "
"ascendiente de izquierda a derecha. Haga clic en el icono una segunda vez "
"para quitar la opción. Es posible que esta opción no esté disponible "
"dependiendo de sus criterios de búsqueda."
#: ../../content/applications/sales/crm/performance/win_loss.rst:82
msgid "With the pivot view selected, the following options are available:"
msgstr ""
"Si selecciona la vista de tabla dinámica, tendrá disponibles las siguientes "
"opciones:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:84
#: ../../content/applications/sales/crm/performance/win_loss.rst:326
msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table."
msgstr ":guilabel:`Girar eje`: gira los ejes X e Y de toda la tabla. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:85
#: ../../content/applications/sales/crm/performance/win_loss.rst:327
msgid ""
":guilabel:`Expand All`: when additional groupings are selected using the "
":guilabel:`➕ (plus sign)` icons, this button opens those groupings under "
"every row."
msgstr ""
":guilabel:`Expandir todo`: al seleccionar agrupaciones adicionales con el "
"icono :guilabel:`➕ (signo de más)`, este botón abre dichos grupos debajo de "
"cada fila."
#: ../../content/applications/sales/crm/performance/win_loss.rst:87
#: ../../content/applications/sales/crm/performance/win_loss.rst:329
msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file."
msgstr ""
":guilabel:`Descargar xlsx`: descarga la tabla como un archivo de Excel. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:92
msgid "Search options"
msgstr "Opciones de búsqueda"
#: ../../content/applications/sales/crm/performance/win_loss.rst:94
msgid ""
"The :guilabel:`Pipeline Analysis` page can be customized with various "
"filters and grouping options."
msgstr ""
"La página del :guilabel:`análisis de flujo` se puede personalizar con varias"
" opciones de filtros y grupos. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:96
msgid ""
"To add new search criteria, type the desired criteria into the search bar, "
"or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to "
"open a drop-down menu of all options. See the sections below for more "
"information on what each option does."
msgstr ""
"Para añadir nuevos criterios de búsqueda, escriba lo que desee en la barra "
"de búsqueda, o haga clic en el icono :guilabel:`⬇️ (flecha hacia abajo)` que"
" se encuentra junto a la barra de búsqueda, para abrir un menú desplegable "
"con todas las opciones. Consulte las secciones de abajo para obtener más "
"información acerca de lo que hace cada opción. "
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"Clicking on the down arrow next to the search bar opens a menu of filters "
"for the analysis."
msgstr ""
"Al hacer clic en la flecha hacia abajo que se encuentra junto a la barra de "
"búsqueda, se abrirá un menú de filtros para el análisis. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:106
msgid "Filters"
msgstr "Filtros"
#: ../../content/applications/sales/crm/performance/win_loss.rst:108
msgid ""
"The :guilabel:`Filters` section allows users to add pre-made and custom "
"filters to the search criteria. Multiple filters can be added to a single "
"search."
msgstr ""
"La sección de :guilabel:`filtros` le permite a los usuarios agregar filtros "
"ya existentes o personalizados para buscar sus criterios. Puede agregar "
"varios filtros a una sola búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:111
msgid ":guilabel:`My Pipeline`: show leads assigned to the current user."
msgstr ""
":guilabel:`Mi flujo de ventas`: muestra los leads asignados al usuario "
"actual."
#: ../../content/applications/sales/crm/performance/win_loss.rst:112
msgid ""
":guilabel:`Opportunities`: show leads that have been qualified as "
"opportunities."
msgstr ""
":guilabel:`Oportunidades`: muestra los leads calificados como oportunidades."
" "
#: ../../content/applications/sales/crm/performance/win_loss.rst:113
msgid ""
":guilabel:`Leads`: show leads that have yet to be qualified as "
"opportunities."
msgstr ""
":guilabel:`Leads`: muestra los leads que están por calificarse como "
"oportunidades. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:114
msgid ":guilabel:`Active`: show active leads."
msgstr ":guilabel:`Activo`: muestra los leads activos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:115
msgid ":guilabel:`Inactive`: show inactive leads."
msgstr ":guilabel:`Inactivos`: muestra los leads inactivos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:116
msgid ":guilabel:`Won`: show leads that have been marked **Won**."
msgstr ":guilabel:`Ganado`: muestra los leads marcados como **ganados**."
#: ../../content/applications/sales/crm/performance/win_loss.rst:117
msgid ":guilabel:`Lost`: show leads that have been marked **Lost**."
msgstr ":guilabel:`Perdido`: muestra los leads marcados como **perdidos**."
#: ../../content/applications/sales/crm/performance/win_loss.rst:118
msgid ""
":guilabel:`Created On`: show leads that were created during a specific "
"period of time. By default, this is the past year, but it can be adjusted as"
" needed, or removed entirely."
msgstr ""
":guilabel:`Creado el`: muestra los leads que se crearon durante un periodo "
"específico de tiempo. De manera predeterminada, el rango es el año pasado, "
"pero se puede ajustar como lo desee, o bien, puede quitarlo por completo."
#: ../../content/applications/sales/crm/performance/win_loss.rst:120
msgid ""
":guilabel:`Expected Closing`: show leads that are expected to close (marked "
"**Won**) during a specific period of time."
msgstr ""
":guilabel:`Cierre esperado`: muestra los leads para los que se espera un "
"cierre (que se marquen como **ganados**) durante un periodo específico de "
"tiempo."
#: ../../content/applications/sales/crm/performance/win_loss.rst:122
msgid ""
":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during"
" a specific period of time."
msgstr ""
":guilabel:`Fecha de cierre`: muestra los leads que se cerraron (marcados "
"como **ganados**) durante un periodo específico de tiempo. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:124
msgid ""
":guilabel:`Archived`: show leads that have been archived (marked **Lost**)."
msgstr ""
":guilabel:`Archivado`: muestra los leads que se han archivado (marcados como"
" **perdidos**)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:125
msgid ""
":guilabel:`Add Custom Filter`: allows the user to create a custom filter "
"with numerous options. (See :ref:`Add Custom Filters and Groups "
"<win_loss/custom_filters>` for more information)"
msgstr ""
":guilabel:`Agregar filtro personalizado`: le permite al usuario crear un "
"filtro personalizado con varias opciones. (Consulte la página de "
":ref:`agregar filtros y grupos personalizados <win_loss/custom_filters>` "
"para obtener más información)"
#: ../../content/applications/sales/crm/performance/win_loss.rst:129
msgid "Group By"
msgstr "Agrupar por"
#: ../../content/applications/sales/crm/performance/win_loss.rst:131
msgid ""
"The :guilabel:`Group By` section allows users to add pre-made and custom "
"groupings to the search results. Multiple groupings can be added to split "
"results into more manageable chunks."
msgstr ""
"La sección :guilabel:`agrupar por` le permite a los usuarios agregar "
"agrupaciones ya existentes o personalizadas a los resultados de la búsqueda."
" Puede agregar varias agrupaciones para dividir los resultados en grupos más"
" manejables. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:135
msgid ""
"The order that groupings are added affects how the final results are "
"displayed. Try selecting the same combinations in a different order to see "
"what works best for each use case."
msgstr ""
"El orden en el que se agregan los grupos afectan cómo se muestra el "
"resultado final. Intente seleccionar las mismas combinaciones en diferente "
"orden para ver qué funciona mejor para caso de uso. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:139
msgid ""
":guilabel:`Salesperson`: groups the results by the Salesperson to whom a "
"lead is assigned."
msgstr ""
":guilabel:`Vendedor`: agrupa los resultados según el vendedor a quién se le "
"asignó el lead. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:140
msgid ""
":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead "
"is assigned."
msgstr ""
":guilabel:`Equipo de ventas`: agrupa los resultados según el equipo de "
"ventas al cual se le asignó el lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:141
msgid ""
":guilabel:`City`: groups the results by the city from which a lead "
"originated."
msgstr ""
":guilabel:`Ciudad`: agrupa los resultados según la ciudad de origen del "
"lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:142
msgid ""
":guilabel:`Country`: groups the results by the country from which a lead "
"originated."
msgstr ""
":guilabel:`País`: agrupa los resultados según el país de origen del lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:143
msgid ""
":guilabel:`Company`: groups the results by the company to which a lead "
"belongs (if multiple companies are activated in the database)."
msgstr ""
":guilabel:`Empresa`: agrupa los resultados según la empresa a la que le "
"pertenece el lead (si varias empresas están activas en la base de datos)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:145
msgid ""
":guilabel:`Stage`: groups the results by the stages of the sales pipeline."
msgstr ""
":guilabel:`Etapa`: agrupa los resultados según las etapas de su flujo de "
"ventas. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:146
msgid ""
":guilabel:`Campaign`: groups the results by the marketing campaign from "
"which a lead originated."
msgstr ""
":guilabel:`Campaña`: agrupa los resultados según la campaña de marketing del"
" lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:148
msgid ""
":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords,"
" Website, etc.) from which a lead originated."
msgstr ""
":guilabel:`Medio`: agrupa los resultados según el medio desde el cual se "
"originó un lead (correo electrónico, Google Awords, sitio web, etc.)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:150
msgid ""
":guilabel:`Source`: groups the results by the source (Search engine, Lead "
"Recall, Newsletter, etc.) from which a lead originated."
msgstr ""
":guilabel:`Fuente`: agrupa los resultados según la fuente desde el cual se "
"originó un lead (motor de búsqueda, Lead recall, boletín, etc.)."
#: ../../content/applications/sales/crm/performance/win_loss.rst:152
msgid ""
":guilabel:`Creation Date`: groups the results by the date a lead was added "
"to the database."
msgstr ""
":guilabel:`Fecha de creación`: agrupa los resultados según la fecha en la "
"que se agregó el lead a la base de datos. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:153
msgid ""
":guilabel:`Conversion Date`: groups the results by the date a lead was "
"converted to an opportunity."
msgstr ""
":guilabel:`Fecha de conversión`: agrupa los resultados según la fecha en la "
"cual un lead se convirtió en oportunidad. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:155
msgid ""
":guilabel:`Expected Closing`: groups the results by the date a lead is "
"expected to close (marked \"Won\")."
msgstr ""
":guilabel:`Cierre esperado`: agrupa los resultados según la fecha en la que "
"se espera que se cierre un lead (que se marque como \"ganado\"). "
#: ../../content/applications/sales/crm/performance/win_loss.rst:157
msgid ""
":guilabel:`Closed Date`: groups the results by the date a lead was "
"closed(marked \"Won\")."
msgstr ""
":guilabel:`Fecha de cierre`: agrupa los resultados según la fecha en la que "
"un lead se cerró (que se marcó como \"ganado\"). "
#: ../../content/applications/sales/crm/performance/win_loss.rst:158
msgid ""
":guilabel:`Lost Reason`: groups the results by the reason selected when a "
"lead was marked \"Lost.\""
msgstr ""
":guilabel:`Motivo de pérdida`: agrupa los resultados según el motivo "
"seleccionado cuando se marca un lead como \"perdido\". "
#: ../../content/applications/sales/crm/performance/win_loss.rst:160
msgid ""
":guilabel:`Add Custom Group`: allows the user to create a custom group with "
"numerous options. (See :ref:`Adding Custom Filters and Groups "
"<win_loss/custom_filters>` for more information)"
msgstr ""
":guilabel:`Agregar grupo personalizado`: le permite al usuario crear un "
"grupo personalizado con varias opciones. (Consulte la página sobre "
":ref:`agregar filtros y grupos personalizados <win_loss/custom_filters>` "
"para obtener más información). "
#: ../../content/applications/sales/crm/performance/win_loss.rst:164
msgid "Comparison"
msgstr "Comparación"
#: ../../content/applications/sales/crm/performance/win_loss.rst:166
msgid ""
"The :guilabel:`Comparison` section allows users to add comparisons to the "
"same search criteria over another period of time."
msgstr ""
"La sección de :guilabel:`comparación` le permite a los usuarios agregar "
"comparaciones a los mismos criterios de búsqueda dentro de otro periodo de "
"tiempo. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:169
msgid ""
"This option is only available if the search includes time-based filters, "
"such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or "
":guilabel:`Date Closed`. While multiple time-based filters can be added at "
"once, only one comparison can be selected at a time."
msgstr ""
"Esta opción solo está disponible si la búsqueda incluye filtros relacionados"
" con el tiempo, como :guilabel:`Creado el`, :guilabel:`Cierre esperado` o "
":guilabel:`Fecha de cierre`. Si bien puede agregar varios filtros "
"relacionados con tiempo, solo puede seleccionar una comparación a la vez. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:174
msgid ""
":guilabel:`Previous Period`: adds a comparison to the same search criteria "
"from the previous period."
msgstr ""
":guilabel:`Periodo anterior`: agrega una comparación a los mismos criterios "
"de búsqueda de un periodo anterior. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:176
msgid ""
":guilabel:`Previous Year`: adds a comparison to the same search criteria "
"from the previous year."
msgstr ""
":guilabel:`Año anterior`: agrega una comparación a los mismos criterios de "
"búsqueda del año anterior. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:179
msgid "Favorites"
msgstr "Favoritos"
#: ../../content/applications/sales/crm/performance/win_loss.rst:181
msgid ""
"The :guilabel:`Favorites` section allows users to save a search for later, "
"so it does not need to be recreated every time."
msgstr ""
"La sección de :guilabel:`favoritos` le permite a los usuarios guardar una "
"búsqueda para después y así no tendrá que crearla de nuevo cada vez. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:184
msgid ""
"Multiple searches can be saved, shared with others, or even set as the "
"default for whenever the :guilabel:`Pipeline Analysis` page is opened."
msgstr ""
"Puede guardar varias búsquedas, compartirlas con otros o incluso "
"establecerlas como predeterminadas para cuando se abra la página de "
":guilabel:`análisis de flujo`. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:187
msgid ""
":guilabel:`Save current search`: save the current search criteria for later."
msgstr ""
":guilabel:`Guardar búsqueda actual`: guarda la búsqueda actual para después."
" "
#: ../../content/applications/sales/crm/performance/win_loss.rst:189
msgid ""
":guilabel:`Default filter`: when saving a search, check this box to make it "
"the default search filter when the :guilabel:`Pipeline Analysis` page is "
"opened."
msgstr ""
":guilabel:`Filtro predeterminado`: al guardar una búsqueda, seleccione esta "
"casilla para establecerla como un filtro predeterminado de búsqueda al abrir"
" la página de :guilabel:`análisis de flujo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:191
msgid ""
":guilabel:`Shared`: when saving a search, check this box to make it "
"available to other users."
msgstr ""
":guilabel:`Compartido`: al guardar una búsqueda, seleccione esta casilla "
"para que esté disponible para otros usuarios. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:197
msgid "Add custom filters and groups"
msgstr "Agregar filtros y grupos personalizados "
#: ../../content/applications/sales/crm/performance/win_loss.rst:199
msgid ""
"In addition to the pre-made options in the search bar, the "
":guilabel:`Pipeline Analysis` page can also utilize custom filters and "
"groups."
msgstr ""
"Además de las opciones ya existentes en la barra de búsqueda, la página de "
":guilabel:`análisis de flujo` también puede utilizar filtros y grupos "
"personalizados. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:202
msgid ""
"Custom filters are complex rules that further customize the search results, "
"while custom groups display the information in a more organized fashion."
msgstr ""
"Los filtros personalizados con reglas complejas que personalizan aún más los"
" resultados de la búsqueda, mientras que los grupos personalizados muestran "
"la información de manera más organizada. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:205
msgid "**To add a custom filter:**"
msgstr "**Para agregar un filtro personalizado:**"
#: ../../content/applications/sales/crm/performance/win_loss.rst:207
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
"icon next to the :guilabel:`Search...` bar."
msgstr ""
"En la página de :guilabel:`análisis de flujo`, haga clic en el icono de la "
":guilabel:`flecha hacia abajo` que se encuentra junto a la barra de "
":guilabel:`Buscar...`. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:209
msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`."
msgstr ""
"En el menú desplegable, haga clic en :guilabel:`Agregar filtro "
"personalizado`. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:210
msgid ""
"The :guilabel:`Add Custom Filter` pop-up window appears with a default rule "
"(:guilabel:`Country is in _____`) comprised of three unique fields. These "
"fields can be edited to make a custom rule, and multiple rules can be added "
"to a single custom filter."
msgstr ""
"Aparecerá la ventana emergente para :guilabel:`agregar un filtro "
"personalizado` con una regla predeterminada (:guilabel:`El país está en "
"_____`) compuesto de tres campos únicos. Puede editar estos campos para "
"crear la regla personalizada, y puede agregar varias reglas a un solo filtro"
" personalizado. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:213
msgid ""
"To edit a rule, start by clicking the first field (:guilabel:`Country`), and"
" select an option from the drop-down menu. The first field determines the "
"primary subject of the rule."
msgstr ""
"Para editar una regla, haga clic en el primer campo (:guilabel:`País`) y "
"seleccione una opción del menú desplegable. El primer campo determina el "
"contenido primario del la regla. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:215
msgid ""
"Next, click the second field, and select an option from the drop-down menu. "
"The second field determines the relationship of the first and third fields, "
"and is usually an **is** or **is not** statement, but can also be **greater "
"than or less than** statements, and more."
msgstr ""
"Luego, haga clic en el segundo campo y seleccione una opción del menú "
"desplegable. El segundo campo determina la relación entre el primer y tercer"
" campo, y generalmente **es** o **no es** una afirmación, aunque también "
"pueden ser enunciados de **es más o menos que**, y más. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:218
msgid ""
"Finally, click the third field, and select an option from the drop-down "
"menu. The third field determines the secondary subject of the rule."
msgstr ""
"Finalmente, haga clic en el tercer campo y seleccione una opción del menú "
"desplegable. El tercer campo determina el contenido secundario de la regla. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:220
msgid "With all three fields selected, the rule is complete."
msgstr ""
"La regla estará completa un vez que estén seleccionados los tres campos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:222
msgid ""
"**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as "
"needed."
msgstr ""
"**Para agregar más reglas:** haga clic en :guilabel:`Nueva regla` y repita "
"los reglas 4-7, según lo necesite. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:223
msgid ""
"**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of "
"the rule."
msgstr ""
"**Para eliminar una regla:** haga clic en el icono de :guilabel:`🗑️ "
"(papelera)` del lado derecho de la regla. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:224
msgid ""
"**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon "
"to the right of the rule."
msgstr ""
"**Para duplicar una regla existente:** haga clic en el icono :guilabel:`➕ "
"(signo de más)` del lado derecho de la regla. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:226
msgid ""
"**To create more complex rules:** click the :guilabel:`Add branch` icon to "
"the right of the rule. This adds another modifier below the rule for adding "
"an \"all of\" or \"any of\" statement."
msgstr ""
"**Para crear reglas más complejas:** haga clic en el icono de "
":guilabel:`agregar rama` del lado derecho de la regla. Esto agrega otro "
"modificador debajo de la regla para agregar un enunciado \"todo de\" o "
"\"cualquiera de\". "
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The add branch feature allows the creation of more complex all or any "
"statements for rules."
msgstr ""
"La función de agregar rama le permite crear enunciados más complejos de todo"
" de o cualquiera de para las reglas. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:233
msgid ""
"Once all rules have been added, click :guilabel:`Add` to add the custom "
"filter to the search criteria."
msgstr ""
"Una vez que agregó todas las reglas, haga clic en :guilabel:`Agregar` para "
"agregar el filtro personalizado para los criterios de búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:236
msgid ""
"**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the "
"filter in the search bar."
msgstr ""
"**Para eliminar un filtro personalizado:** haga clic en el icono de "
":guilabel:`✖️ (x)` junto al filtro en la barra de búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:239
msgid "**To add a custom group:**"
msgstr "**Para agregar un grupo personalizado:**"
#: ../../content/applications/sales/crm/performance/win_loss.rst:241
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
"icon next to the search bar."
msgstr ""
"En la página de :guilabel:`análisis de flujo`, haga clic en el icono de la "
":guilabel:`flecha hacia abajo` que se encuentra en la barra de búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:243
msgid ""
"In the drop-down menu that appears, click :guilabel:`Add Custom Group`."
msgstr ""
"En el menú desplegable que aparece, haga clic en :guilabel:`Agregar un grupo"
" personalizado`. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:244
msgid ""
"Scroll through the options in the drop-down menu, and select one or more "
"groups."
msgstr "Busque entre las opciones del menú y seleccione uno o más grupos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:246
msgid ""
"**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the "
"custom group in the search bar."
msgstr ""
"**Para eliminar un grupo personalizado:** haga clic en el icono "
":guilabel:`✖️ (x)` que se encuentra en el grupo personalizado en la barra de"
" búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:252
msgid "Measurement options"
msgstr "Opciones de medidas"
#: ../../content/applications/sales/crm/performance/win_loss.rst:254
msgid ""
"By default, the :guilabel:`Pipeline Analysis` page measures the total "
":guilabel:`Count` of leads that match the search criteria, but can be "
"changed to measure other items of interest."
msgstr ""
"De manera predeterminada, la página de :guilabel:`análisis de flujo` mide el"
" :guilabel:`número` total de leads que coincidan con los criterios de "
"búsqueda, pero los puede cambiar para medir otros elementos de su interés."
" "
#: ../../content/applications/sales/crm/performance/win_loss.rst:257
msgid ""
"To change the selected measurement, click the :guilabel:`Measures` button on"
" the top-left of the page, and select one of the following options from the "
"drop-down menu:"
msgstr ""
"Para cambiar la medida seleccionada, haga clic en el botón de "
":guilabel:`Medidas` que se encuentra en la parte superior izquierda de la "
"página y seleccione una de las siguientes opciones del menú desplegable: "
#: ../../content/applications/sales/crm/performance/win_loss.rst:260
msgid ""
":guilabel:`Days to Assign`: measures the number of days it took a lead to be"
" assigned after creation."
msgstr ""
":guilabel:`Días por asignar`: mide el número de días que tardó un lead en "
"ser asignado después de su creación. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:262
msgid ""
":guilabel:`Days to Close`: measures the number of days it took a lead to be "
"closed (marked **Won**)."
msgstr ""
":guilabel:`Días para el cierre`: mide el número de días que tardó el lead en"
" cerrarse (que marcará como **ganado**). "
#: ../../content/applications/sales/crm/performance/win_loss.rst:264
msgid ""
":guilabel:`Days to Convert`: measures the number of days it took a lead to "
"be converted to an opportunity."
msgstr ""
":guilabel:`Días para convertir`: mide el número de días que tardó un lead en"
" convertirse en oportunidad. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:266
msgid ""
":guilabel:`Exceeded Closing Days`: measures the number of days by which a "
"lead exceeded its Expected Closing date."
msgstr ""
":guilabel:`Días de cierre excedidos`: mide el número de días que excede un "
"lead de su fecha de cierre esperada. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:268
msgid ""
":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead."
msgstr ""
":guilabel:`MRR esperado`: mide el ingreso mensual recurrente esperado de un "
"lead. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:269
msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead."
msgstr ":guilabel:`Ingreso esperado`: mide el ingreso esperado de un lead. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:270
msgid ""
":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of"
" a lead."
msgstr ""
":guilabel:`MRR prorrateado`: mide el ingreso mensual recurrente prorrateado "
"de un lead. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:271
msgid ""
":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring "
"Revenues of a lead."
msgstr ""
":guilabel:`Ingresos recurrentes prorrateados`: mide los ingresos recurrentes"
" prorrateados de un lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:272
msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead."
msgstr ""
":guilabel:`Ingreso prorrateado`: mide el ingreso prorrateado de un lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:273
msgid ""
":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead."
msgstr ""
":guilabel:`Ingresos recurrentes`: mide el ingreso recurrente de un lead. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:274
msgid ""
":guilabel:`Count`: measures the total amount of leads that match the search "
"criteria."
msgstr ""
":guilabel:`Número total`: mide el número total de leads que coinciden con "
"los criterios de búsqueda. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:281
msgid ""
"After configuring filters, groupings, and measurements, the "
":guilabel:`Pipeline Analysis` page can display the data in a variety of "
"ways. By default, the page uses the graph view, but can be changed to a "
"pivot view, cohort view, or list view."
msgstr ""
"Después de configurar los filtros, los grupos y las medidas, la página de "
":guilabel:`análisis de flujo` puede mostrar los datos de muchas maneras. La "
"página usa la vista de gráfico de forma predeterminada, pero puede usar la "
"vista de tabla dinámica, de cohorte o de lista."
#: ../../content/applications/sales/crm/performance/win_loss.rst:285
msgid ""
"To change the pipeline to a different view, click one of the four view "
"icons, located in the top-right of the :guilabel:`Pipeline Analysis` page."
msgstr ""
"Para cambiar la vista del flujo, haga clic en uno de los cuatro iconos que "
"se ubican en la parte superior derecha de la página de :guilabel:`análisis "
"de flujo`. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:290
msgid "Graph View"
msgstr "Vista de gráfico"
#: ../../content/applications/sales/crm/performance/win_loss.rst:292
msgid ""
"The graph view is the default selection for the :guilabel:`Pipeline "
"Analysis` page. It displays the analysis as either a: bar chart, line chart,"
" or pie chart."
msgstr ""
"La vista de gráfico está seleccionada de manera predeterminada en la página "
"de :guilabel:`análisis de flujo`. Muestra el análisis ya sea en un gráfico "
"de barras de línea o circular. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:295
msgid ""
"This view option is useful for quickly visualizing and comparing simple "
"relationships, like the :guilabel:`Count` of leads in each stage, or the "
"leads assigned to each :guilabel:`Salesperson`."
msgstr ""
"Esta opción de vista es útil para tener una visualización rápida y comparar "
"relaciones simples, como el :guilabel:`número total` de leads en cada etapa,"
" o los leads asignados a cada :guilabel:`vendedor`. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:299
msgid ""
"By default, the graph measures the :guilabel:`Count` of leads in each group,"
" but this can be changed by clicking the :guilabel:`Measures` button, and "
":ref:`selecting another option <win_loss/measure>` from the resulting drop-"
"down menu."
msgstr ""
"De manera predeterminada, el gráfico mide el :guilabel:`número total` de "
"leads en cada grupo, pero puede cambiarlo si hace clic en el botón "
":guilabel:`Medidas` y :ref:`selecciona otra opción <win_loss/measure>` del "
"menú desplegable que aparece. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie "
"Chart."
msgstr ""
"La vista de gráfico muestra el análisis como un gráfico de barras, de línea "
"o circular. "
#: ../../content/applications/sales/crm/performance/win_loss.rst:308
msgid ""
"When using a bar chart in this view, consider deselecting the "
":guilabel:`Stacked` option, in order to make the breakdown of results more "
"legible."
msgstr ""
"Le recomendamos que desactive la opción :guilabel:`Apilado` al utilizar un "
"gráfico de barras en esta vista para hacer que el desglose de los resultados"
" sea más legible."
#: ../../content/applications/sales/crm/performance/win_loss.rst:311
#: ../../content/applications/sales/crm/performance/win_loss.rst:512
msgid "Pivot View"
msgstr "Vista dinámica"
#: ../../content/applications/sales/crm/performance/win_loss.rst:313
msgid ""
"The pivot view displays the results of the analysis as a table. By default, "
"the table groups the results by the stages of the sales pipeline, and "
"measures :guilabel:`Expected Revenue`."
msgstr ""
"La vista de tabla dinámica muestra los resultados del análisis en una tabla "
"que agrupa de forma determinada los resultados por las etapas del flujo de "
"ventas y mide el :guilabel:`ingreso esperado`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:316
msgid ""
"The pivot view is useful for analyzing more detailed numbers than the graph "
"view can handle, or for adding the data to a spreadsheet, where custom "
"formulas can be set up, like in an Excel file."
msgstr ""
"A diferencia de la vista de gráfico, la vista de tabla dinámica es útil para"
" analizar números más detallados o para agregar los datos a una hoja de "
"cálculo donde puede establecer fórmulas personalizadas, similar a un archivo"
" de Excel."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Pivot View displays the analysis as a table."
msgstr "La vista de tabla dinámica muestra el análisis en una tabla."
#: ../../content/applications/sales/crm/performance/win_loss.rst:324
msgid ""
"The three icons at the top-left of the page perform the following functions:"
msgstr ""
"Los tres iconos que se ubican en la parte superior izquierda de la página "
"realizan las siguientes funciones:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:332
msgid ""
"The :guilabel:`Stage` grouping cannot be removed, but the measurement can be"
" changed by clicking the :guilabel:`Measures` button, and selecting another "
"option."
msgstr ""
"No puede eliminar la agrupación por :guilabel:`etapa`, pero puede cambiar la"
" medida si hace clic en el botón :guilabel:`Medidas` y selecciona otra "
"opción."
#: ../../content/applications/sales/crm/performance/win_loss.rst:335
msgid "Cohort View"
msgstr "Vista de cohorte"
#: ../../content/applications/sales/crm/performance/win_loss.rst:337
msgid ""
"The cohort view displays the analysis as periods of time (cohorts) that can "
"be set to days, weeks, months, or years. By default, :guilabel:`Week` is "
"selected."
msgstr ""
"La vista de cohorte muestra el análisis por plazos (es decir, cohortes) y "
"puede configurarla por días, semanas, meses o años. La selección "
"predeterminada es :guilabel:`Semana`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:340
msgid ""
"This view option is useful specifically for comparing how long it has taken "
"to close leads."
msgstr ""
"Esta opción de vista es útil en espacial para comparar cuánto tiempo toma "
"cerrar leads."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Cohort View displays the analysis as individual weeks of the year."
msgstr ""
"La vista de cohorte muestra el análisis como semanas individuales del año."
#: ../../content/applications/sales/crm/performance/win_loss.rst:346
msgid ""
"From left-to-right, top-to-bottom, the columns in the chart represent the "
"following:"
msgstr ""
"De izquierda a derecha y de arriba a abajo, las columnas en el gráfico "
"representan la siguiente información:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:348
msgid ""
":guilabel:`Created On`: rows in this column represent the weeks of the year,"
" in which records matching the search criteria exist."
msgstr ""
":guilabel:`Creado el`: las filas de esta columna representan las semanas del"
" año en las que existen registros que coinciden con los criterios de "
"búsqueda."
#: ../../content/applications/sales/crm/performance/win_loss.rst:351
msgid ""
"When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` "
"means the results occurred in: Week 52 of the Year 2023."
msgstr ""
"Cuando elige :guilabel:`Semana`, la fila con la etiqueta :guilabel:`W52 "
"2023` indica que los resultados ocurrieron en la semana 52 del año 2023."
#: ../../content/applications/sales/crm/performance/win_loss.rst:353
msgid ""
":guilabel:`Measures`: the second column in the chart is the measurement of "
"the results. By default, it is set to :guilabel:`Count`, but can be changed "
"by clicking the :guilabel:`Measures` button, and selecting an option from "
"the drop-down menu."
msgstr ""
":guilabel:`Medidas`: la segunda columna en el gráfico corresponde a la "
"medida de los resultados. De forma predeterminada es :guilabel:`Número`, "
"pero puede cambiarla si hace clic en el botón :guilabel:`Medidas` y luego "
"selecciona una opción del menú desplegable."
#: ../../content/applications/sales/crm/performance/win_loss.rst:356
msgid ""
":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what "
"percentage of the measured results were closed in subsequent "
"days/weeks/months/years."
msgstr ""
":guilabel:`Fecha de cierre por día, semana, mes o año`: esta columna analiza"
" el porcentaje de resultados medidos que se cerraron en los siguientes días,"
" semanas, meses o años."
#: ../../content/applications/sales/crm/performance/win_loss.rst:358
msgid ""
":guilabel:`Average`: this row provides the average of all other rows in the "
"column."
msgstr ""
":guilabel:`Promedio`: esta fila proporciona el promedio de todas las demás "
"filas en la columna."
#: ../../content/applications/sales/crm/performance/win_loss.rst:360
msgid ""
"The cohort view can also be downloaded as an Excel file, by clicking the "
":guilabel:`Download` icon in the top-left of the page."
msgstr ""
"Puede descargar la vista de cohorte como un archivo de Excel. Haga clic en "
"el icono :guilabel:`Descargar` ubicado en la parte superior izquierda de la "
"página."
#: ../../content/applications/sales/crm/performance/win_loss.rst:363
#: ../../content/applications/sales/crm/performance/win_loss.rst:537
msgid "List View"
msgstr "Vista de lista"
#: ../../content/applications/sales/crm/performance/win_loss.rst:365
msgid ""
"The list view displays a single list of all leads matching the search "
"criteria. Clicking a lead opens the record for closer review. Additional "
"details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be "
"added to the list, by clicking the :guilabel:`Filters` icon in the top-right"
" of the list."
msgstr ""
"La vista de lista muestra una lista única de todos los leads que coinciden "
"con los criterios de búsqueda. Al hacer clic en un lead abrirá su registro "
"para poder realizar una revisión más minuciosa. Puede agregar detalles "
"adicionales como el :guilabel:`país`, :guilabel:`medio` y otros si hace clic"
" en el icono :guilabel:`Filtros` que está ubicado en la esquina superior "
"derecha de la lista."
#: ../../content/applications/sales/crm/performance/win_loss.rst:370
msgid "This view option is useful for reviewing many records at once."
msgstr "La opción de vista es útil para revisar varios registros a la vez."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"The List View displays a single list of all records matching the search "
"criteria."
msgstr ""
"La vista de lista muestra una única lista de todos los registros que "
"coinciden con los criterios de búsqueda."
#: ../../content/applications/sales/crm/performance/win_loss.rst:376
msgid ""
"Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, "
"with options for the following:"
msgstr ""
"Al hacer clic en el icono :guilabel:`⚙️ (engranaje)` abre el menú "
"desplegable de acciones que le permiten realizar lo siguiente:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:379
msgid ""
":guilabel:`Import records`: opens a page for uploading a spreadsheet of "
"data, as well as a template spreadsheet to easily format that data."
msgstr ""
":guilabel:`Importar registros`: esta acción abre una página para subir una "
"hoja de cálculo con información, así como una plantilla de la hoja para "
"darle formato a esos datos con facilidad."
#: ../../content/applications/sales/crm/performance/win_loss.rst:381
msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel."
msgstr ""
":guilabel:`Exportar todo`: descarga la lista como un archivo .XLSX para "
"Excel."
#: ../../content/applications/sales/crm/performance/win_loss.rst:382
msgid ""
":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article"
" in the *Knowledge* app."
msgstr ""
":guilabel:`Información`: inserta una vista de (o un enlace a) la lista en un"
" artículo en la aplicación *Información*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:384
msgid ""
":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* "
"app."
msgstr ""
":guilabel:`Tablero`: agrega la lista a *Mi tablero* en la aplicación "
"*Tableros*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:385
msgid ""
":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in "
"the *Documents* app."
msgstr ""
":guilabel:`Hoja de cálculo`: enlaza o inserta la lista en una hoja de "
"cálculo en la aplicación *Documentos*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:389
msgid ""
"On the list view, clicking :guilabel:`New` closes the list, and opens the "
"*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up "
"window for lead generation. Neither feature is intended to manipulate the "
"list view."
msgstr ""
"Si se encuentra en la vista de lista y hace clic en :guilabel:`Nuevo`, "
"cerrará la lista y abrirá la página de *Nueva cotización*. Al hacer clic en "
":guilabel:`Generar leads` abrirá una ventana emergente para crear leads. "
"Ninguna de estas funciones está diseñada para manipular la vista de lista."
#: ../../content/applications/sales/crm/performance/win_loss.rst:396
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77
msgid "Create reports"
msgstr "Crear reportes"
#: ../../content/applications/sales/crm/performance/win_loss.rst:398
msgid ""
"After understanding how to :ref:`navigate the pipeline analysis page "
"<win_loss/pipeline>`, the :guilabel:`Pipeline Analysis` page can be used to "
"create and share different reports. Between the pre-made options and custom "
"filter and groupings, almost any combination is possible."
msgstr ""
"Después de comprender cómo :ref:`navegar por la página de análisis del flujo"
" <win_loss/pipeline>` puede utilizarla para crear y compartir diferentes "
"reportes. Puede crear casi cualquier combinación posible gracias a las "
"opciones predefinidas, los filtros y los agrupamientos personalizados."
#: ../../content/applications/sales/crm/performance/win_loss.rst:402
msgid ""
"Once created, reports can be :ref:`saved to favorites, shared with other "
"users, and/or added to dashboards and spreadsheets <win_loss/save_reports>`."
msgstr ""
"Una vez que haya creado los reportes, puede :ref:`guardarlos como favoritos,"
" compartirlos con otros usuarios o agregarlos a tableros y hojas de cálculo "
"<win_loss/save_reports>`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:405
msgid ""
"A few common reports that can be created using the :guilabel:`Pipeline "
"Analysis` page are detailed below."
msgstr ""
"A continuación detallamos algunos reportes comunes que puede crear en la "
"página de :guilabel:`análisis del flujo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:411
msgid "Win/Loss reports"
msgstr "Reporte de perdidos y ganados"
#: ../../content/applications/sales/crm/performance/win_loss.rst:413
msgid ""
"Win/Loss is a calculation of active or previously active leads in a pipeline"
" that were either marked as **Won** or **Lost** over a specific period of "
"time. By calculating opportunities won over opportunities lost, teams can "
"clarify key performance indicators (KPIs) that are converting leads into "
"sales, such as specific teams or team members, certain marketing mediums or "
"campaigns, and so on."
msgstr ""
"El cálculo de ganados y perdidos corresponde al cálculo de los leads activos"
" o que solían estar activos en un flujo y que se marcaron como **ganados** o"
" **perdidos** en un período específico de tiempo. Al calcular las "
"oportunidades ganadas sobre las perdidas, los equipos pueden especificar los"
" indicadores clave de rendimiento (KPI) que convierten leads en ventas, por "
"ejemplo, los equipos o miembros específicos del equipo, determinados medios "
"o campañas de marketing, entre otros."
#: ../../content/applications/sales/crm/performance/win_loss.rst:419
msgid ""
"\\begin{equation}\n"
"Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n"
"\\end{equation}\n"
"\n"
msgstr ""
"\\begin{equation}\n"
"Razón~de~perdidos~y~ganados = \\frac{Oportunidades~ganadas}{Oportunidades~perdidas}\n"
"\\end{equation}\n"
#: ../../content/applications/sales/crm/performance/win_loss.rst:424
msgid ""
"A win/loss report filters the leads from the past year, whether won or lost,"
" and groups the results by their stage in the pipeline. Creating this report"
" requires a custom filter, and grouping the results by :guilabel:`Stage`."
msgstr ""
"El reporte de ganados y perdidos filtra los leads del año pasado, sin "
"importar si fueron ganados o perdidos, y agrupa los resultados por su etapa "
"en el flujo. Para poder crear este reporte necesita un filtro personalizado "
"y agrupar los resultados por :guilabel:`Etapa`."
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The search criteria for win/loss reports is Created On, Stage, and Active is"
" in true false."
msgstr ""
"Los criterios de búsqueda para los reportes de ganados y perdidos son "
"\"Creado el\", \"Etapa\" y \"Activo es verdadero y falso\"."
#: ../../content/applications/sales/crm/performance/win_loss.rst:432
msgid "Follow the steps below to create a win/loss report:"
msgstr ""
"Siga los pasos que se describen a continuación para crear un reporte de "
"ganados y perdidos:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:434
msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`."
msgstr "Vaya a la :menuselection:`aplicación CRM --> Reportes --> Flujo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:435
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
"arrow)` icon, next to the search bar, to open a drop-down menu of filters "
"and groupings."
msgstr ""
"En la página de :guilabel:`análisis de flujo`, haga clic en el icono "
":guilabel:`⬇️ (flecha hacia abajo)` que está ubicado junto a la barra de "
"búsqueda para abrir un menú desplegable de filtros y grupos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Search menu containing the filters for a basic win/loss report."
msgstr ""
"El menú de búsqueda que contiene los filtros para un reporte básico de "
"ganados y perdidos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:442
msgid ""
"In drop-down menu that appears, under the :guilabel:`Group By` heading, "
"click :guilabel:`Stage`."
msgstr ""
"Haga clic en :guilabel:`Etapa` en el menú desplegable de la sección "
":guilabel:`Agrupar por`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:443
msgid ""
"Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` "
"to open another pop-up menu."
msgstr ""
"Vaya a la sección :guilabel:`Filtros` y haga clic en :guilabel:`Agregar "
"filtro personalizado` para abrir otro menú emergente."
#: ../../content/applications/sales/crm/performance/win_loss.rst:445
msgid ""
"In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field "
"in the :guilabel:`Match any of the following rules:` section. By default, "
"this field displays :guilabel:`Country`."
msgstr ""
"En el menú emergente :guilabel:`Agregar filtro personalizado`, haga clic en "
"el primer campo de la sección :guilabel:`Conciliar cualquiera de las "
"siguientes reglas:`. Este campo muestra :guilabel:`País` de forma "
"predeterminada."
#: ../../content/applications/sales/crm/performance/win_loss.rst:448
msgid ""
"Clicking that first field reveals a sub-menu with numerous options to choose"
" from. From this sub-menu, locate and select the :guilabel:`Active` option. "
"Doing so automatically populates the remaining fields."
msgstr ""
"Al hacer clic en ese primer campo abrirá un submenú que le permitirá elegir "
"alguna de las opciones disponibles. Busque y seleccione la opción "
":guilabel:`Activo`, después de esto los campos restantes se completarán en "
"automático."
#: ../../content/applications/sales/crm/performance/win_loss.rst:452
msgid ""
"The first field reads: :guilabel:`Active`. The second field reads: "
":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`."
msgstr ""
"El primer campo dice :guilabel:`Activo`, el segundo campo dice "
":guilabel:`es` y, por último, el tercer campo dice :guilabel:`establecido`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:455
msgid "In total, the rule reads: :guilabel:`Active is set`."
msgstr "La regla completa dice: :guilabel:`Activo es establecido`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:456
msgid ""
"Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, "
"and the last field to :guilabel:`not set`. In total, the rule reads "
":guilabel:`Active is not set`."
msgstr ""
"Haga clic en :guilabel:`Nueva regla`, cambie el primer campo a "
":guilabel:`Activo` y el último a :guilabel:`no establecido`. La regla "
"completa dice :guilabel:`Activo no es establecido`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:458
#: ../../content/applications/sales/crm/performance/win_loss.rst:640
msgid "Click :guilabel:`Add`."
msgstr "Haga clic en :guilabel:`Agregar`."
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"The Add Custom Filter menu showing two rules: (1) Active is set, and (2) "
"Active is not set."
msgstr ""
"El menú Agregar filtro personalizado muestra dos reglas: (1) Activo es "
"establecido y (2) Activo no es establecido."
#: ../../content/applications/sales/crm/performance/win_loss.rst:464
msgid ""
"The report now displays the total :guilabel:`Count` of leads, whether "
"\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over "
"a section of the report to see the number of leads in that stage."
msgstr ""
"El reporte ahora muestra el :guilabel:`total` de leads, tanto \"ganados\" "
"como \"perdidos\", agrupados por su etapa en el flujo del CRM. Pase el "
"cursor sobre una sección del reporte para visualizar el número de prospectos"
" en esa etapa."
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
msgid ""
"A basic win/loss report showing all leads whether won or lost grouped by "
"stage."
msgstr ""
"Un reporte básico de ganados y perdidos que muestra todos los leads "
"agrupados por etapa, sin importar si fueron ganados o perdidos."
#: ../../content/applications/sales/crm/performance/win_loss.rst:473
msgid "Customize win/loss reports"
msgstr "Personalizar los reportes de ganados y perdidos"
#: ../../content/applications/sales/crm/performance/win_loss.rst:475
msgid ""
"After :ref:`creating a win/loss report <win_loss/win_loss>`, consider using "
"the options below to customize the report for different needs."
msgstr ""
"Después de :ref:`crear un reporte de ganados y perdidos <win_loss/win_loss>`"
" puede utilizar las siguientes opciones para personalizar el reporte según "
"lo que necesite."
#: ../../content/applications/sales/crm/performance/win_loss.rst:479
msgid ""
"A sales manager might group wins and losses by salesperson, or sales team, "
"to see who has the best conversion rate. Or, a marketing team might group by"
" sources, or medium, to determine where their advertising has been most "
"successful."
msgstr ""
"Un gerente de ventas podría agrupar los leads ganados y perdidos por "
"vendedor o equipo de ventas para ver quién tiene la mejor tasa de "
"conversión. Un equipo de marketing podría agrupar por fuentes o medios para "
"saber dónde ha sido más exitosa su publicidad."
#: ../../content/applications/sales/crm/performance/win_loss.rst:485
msgid "Filters and groups"
msgstr "Filtros y grupos"
#: ../../content/applications/sales/crm/performance/win_loss.rst:487
msgid ""
"To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, "
"next to the search bar, and select one or more options from the drop-down "
"menu."
msgstr ""
"Para agregar más filtros y grupos haga clic en el icono :guilabel:`⬇️ "
"(flecha hacia abajo)` que está ubicado junto a la barra de búsqueda. "
"Seleccione una o más opciones del menú desplegable."
#: ../../content/applications/sales/crm/performance/win_loss.rst:490
msgid "Some useful options include:"
msgstr "Estas son algunas de las opciones más útiles:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:492
msgid ""
":guilabel:`Created on`: adjusting this filter to a different period of time,"
" such as the last 30 days, or the last quarter, can provide more timely "
"results."
msgstr ""
":guilabel:`Creado en`: si ajusta este filtro a un periodo distinto, por "
"ejemplo, los últimos 30 días o el último trimestre, puede proporcionar "
"resultados más recientes."
#: ../../content/applications/sales/crm/performance/win_loss.rst:494
msgid ""
":guilabel:`Add Custom Filter`: clicking this option, and scrolling through "
"the numerous options in the drop-down menu, opens up additional search "
"criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`."
msgstr ""
":guilabel:`Agregar filtro personalizado`: si hace clic en esta opción y "
"navega por las diversas opciones en el menú desplegable podrá abrir "
"criterios de búsqueda adicionales, por ejemplo, la :guilabel:`última "
"actualización de la etapa` o el :guilabel:`motivo de pérdida`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:497
msgid ""
":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom "
"Group --> Active` separates the results into **Won** (:guilabel:`true`) or "
"**Lost** (:guilabel:`false`). This shows at what stage leads are being "
"marked **Won** or **Lost**."
msgstr ""
":guilabel:`Agregar grupo personalizado > Activo`: al hacer clic en "
":menuselection:`Agregar grupo personalizado --> Activo` los resultados se "
"dividen en **ganados** (:guilabel:`verdadero`) o **perdidos** "
"(:guilabel:`falso`). Esto muestra en qué etapa marcan los leads como "
"**ganados** o **perdidos**."
#: ../../content/applications/sales/crm/performance/win_loss.rst:500
msgid ""
":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections"
" to split results into more relevant and manageable chunks."
msgstr ""
":guilabel:`Varios grupos`: puede seleccionar :guilabel:`Agrupar por` varias "
"veces para dividir los resultados en fragmentos más relevantes y "
"gestionables."
#: ../../content/applications/sales/crm/performance/win_loss.rst:503
msgid ""
"Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total"
" count of leads in each :guilabel:`Stage`."
msgstr ""
"Si agrega :guilabel:`Vendedor` o :guilabel:`Equipo de ventas` dividirá el "
"número total de leads en cada :guilabel:`Etapa`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:505
msgid ""
"Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing "
"avenues generate more sales."
msgstr ""
"Si agrega :guilabel:`Medio` o :guilabel:`Fuente` puede saber qué "
"herramientas de marketing generan más ventas."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "The Search menu open and the Won and Lost filters highlighted."
msgstr ""
"El menú de búsqueda abierto y con los filtros de ganados y perdidos "
"resaltados."
#: ../../content/applications/sales/crm/performance/win_loss.rst:514
msgid ""
"By default, pivot view groups win/loss reports by :guilabel:`Stage` and "
"measures :guilabel:`Expected Revenue`."
msgstr ""
"De forma predeterminada, la vista de tabla dinámica agrupa los reportes de "
"ganados y perdidos por :guilabel:`etapa` y mide el :guilabel:`ingreso "
"esperado`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:517
msgid "To flesh out the table:"
msgstr "Para completar la tabla:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:519
msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar."
msgstr ""
"Haga clic en el icono :guilabel:`⬇️ (flecha hacia abajo)` ubicado junto a la"
" barra de búsqueda."
#: ../../content/applications/sales/crm/performance/win_loss.rst:520
msgid ""
"In the pop-up menu, replace the :guilabel:`Stage` grouping with something "
"like :guilabel:`Salesperson` or :guilabel:`Medium`."
msgstr ""
"En el menú emergente, reemplace el grupo :guilabel:`Etapa` por otra opción "
"como :guilabel:`Vendedor` o :guilabel:`Medio`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:522
msgid ""
"Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the"
" number of leads back into the report."
msgstr ""
"Haga clic en el botón :guilabel:`Medidas` y luego en :guilabel:`Número` para"
" agregar la cantidad de leads al reporte."
#: ../../content/applications/sales/crm/performance/win_loss.rst:525
msgid ""
"Other useful measures for pivot view include :guilabel:`Days to Assign` and "
":guilabel:`Days to Close`."
msgstr ""
":guilabel:`Días para asignar` y :guilabel:`Días para cerrar` también son "
"otras medidas que podrían resultar útiles para la vista de tabla dinámica."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid "A win/loss report in Pivot View displays the data in table form."
msgstr ""
"Un reporte de ganados y perdidos en la vista de tabla dinámica muestra los "
"datos en forma de tabla."
#: ../../content/applications/sales/crm/performance/win_loss.rst:533
msgid ""
"In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed "
"out due to the report containing :guilabel:`duplicate group bys`. To fix "
"this, replace the :guilabel:`Stage` grouping in the search bar with another "
"option."
msgstr ""
"En la vista de tabla dinámica, el botón :guilabel:`Insertar en hoja de "
"cálculo` estará gris debido que el reporte contiene :guilabel:`opciones de "
"agrupar por duplicadas`. Para arreglarlo, reemplace el agrupamiento "
":guilabel:`Etapa` en la barra de búsqueda con otra opción."
#: ../../content/applications/sales/crm/performance/win_loss.rst:539
msgid "In list view, a win/loss report displays all leads on a single page."
msgstr ""
"En la vista de lista, hay un reporte de ganancias y pérdidas que muestra "
"todos los leads en una sola página."
#: ../../content/applications/sales/crm/performance/win_loss.rst:541
msgid ""
"To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to "
"the search bar, and add more relevant groupings or re-organize the existing "
"ones. To re-order the nesting, remove all :guilabel:`Group By` options and "
"re-add them in the desired order."
msgstr ""
"Para organizar la lista, haga clic en el icono de :guilabel:`⬇️ (flecha "
"hacia abajo)` a un lado de la barra de búsqueda y agregue más grupos "
"relevantes u organice nuevos. Para volver a organizar los grupos, quite "
"todas las opciones :guilabel:`Agrupar por` y vuélvalos a agregar en el orden"
" deseado."
#: ../../content/applications/sales/crm/performance/win_loss.rst:545
msgid "To add more columns to the list:"
msgstr "Para agregar más columnas a la lista:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:547
msgid "Click the :guilabel:`Filters` icon in the top-right of the page."
msgstr ""
"Haga clic en el icono :guilabel:`Filtros` en la esquina superior derecha de "
"la página."
#: ../../content/applications/sales/crm/performance/win_loss.rst:548
msgid ""
"Select options from the resulting drop-down menu. Some useful filters "
"include:"
msgstr ""
"Seleccione las opciones que aparecen en el menú desplegable. Algunos filtros"
" útiles incluyen:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:550
msgid "**Campaign**: Shows the marketing campaign that originated each lead."
msgstr "**Campaña**: muestra la campaña de marketing que originó cada lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:551
msgid ""
"**Medium**: Shows the marketing medium (Banner, Direct, Email, Google "
"Adwords, Phone, Website, etc.) that originated each lead."
msgstr ""
"**Medio**: muestra el medio de marketing (banner, directo, correo "
"electrónico, Adworkds de Google, teléfono, sitio web, etc.) que originó cada"
" lead."
#: ../../content/applications/sales/crm/performance/win_loss.rst:553
msgid ""
"**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search "
"Engine, etc.)."
msgstr ""
"**Fuente**: muestra de dónde viene cada lead (boletín, leads retiradas, "
"motor de búsqueda, etc.)"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"A win/loss report in List View displays all leads in an easy-to-read list."
msgstr ""
"Un reporte ganados y perdidos en la vista de lista que muestra todos los "
"leads en una lista fácil de leer."
#: ../../content/applications/sales/crm/performance/win_loss.rst:562
msgid "Save and share reports"
msgstr "Guardar y compartir reportes"
#: ../../content/applications/sales/crm/performance/win_loss.rst:564
msgid ""
"After :ref:`creating a report <win_loss/reports>`, the search criteria can "
"be saved, so the report does not need to be created again in the future. "
"Saved searches automatically update their results every time the report is "
"opened."
msgstr ""
"Después de :ref:`crear un reporte <win_loss/reports>`, los criterios de "
"búsqueda se pueden guardar, así el reporte no se necesita crear de nuevo en "
"el futuro. Los resultados de las búsquedas guardadas se actualizan cada vez "
"que se abre el reporte."
#: ../../content/applications/sales/crm/performance/win_loss.rst:568
msgid ""
"Additionally, reports can be shared with others, or added to "
"spreadsheets/dashboards for greater customization and easier access."
msgstr ""
"Además, los reportes se pueden compartir con otros, o se pueden agregar a "
"las hojas de cálculo o tableros para personalizarlos más y con mayor "
"facilidad."
#: ../../content/applications/sales/crm/performance/win_loss.rst:573
msgid "Save to Favorites"
msgstr "Guardar en favoritos"
#: ../../content/applications/sales/crm/performance/win_loss.rst:575
msgid "To save a report for later:"
msgstr "Para guardar un reporte para más tarde:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:577
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
"arrow)` icon, next to the search bar."
msgstr ""
"En la página de :guilabel:`análisis de flujo`, haga clic en el icono "
":guilabel:`⬇️ (flecha hacia abajo)` que está ubicado junto a la barra de "
"búsqueda."
#: ../../content/applications/sales/crm/performance/win_loss.rst:579
msgid ""
"In the drop-down menu that appears, under the :guilabel:`Favorites` heading,"
" click :guilabel:`Save current search`."
msgstr ""
"En el menú desplegable que aparece bajo el encabezado :guilabel:`Favoritos` "
", haga clic en :guilabel:`Guardar búsqueda actual`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:581
msgid "In the next drop-down menu that appears, enter a name for the report."
msgstr ""
"En el siguiente menú desplegable que aparece ingrese el nombre del reporte."
#: ../../content/applications/sales/crm/performance/win_loss.rst:583
msgid ""
"Checking the :guilabel:`Default filter` box sets this report as the default "
"analysis when the :guilabel:`Pipeline Analysis` page is accessed."
msgstr ""
"Si marca la caja :guilabel:`Filtro predeterminado` este reporte será el "
"análisis predeterminado al acceder a la página :guilabel:`Análisis del "
"flujo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:585
msgid ""
"Checking the :guilabel:`Shared` box makes this report available to other "
"users."
msgstr ""
"Si marca la caja :guilabel:`Compartido` otros usuarios podrán acceder a este"
" reporte."
#: ../../content/applications/sales/crm/performance/win_loss.rst:587
msgid ""
"Finally, click :guilabel:`Save`. The report is now saved under the "
":guilabel:`Favorites` heading."
msgstr ""
"Finalmente, haga clic en :guilabel:`Guardar` para que el reporte se guarde "
"en el encabezado :guilabel:`Favoritos`"
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"Under the Favorites heading, click Save current search and save the report "
"for later."
msgstr ""
"En el encabezado Favoritos, haga clic en Guardar la búsqueda actual y guarde"
" el reporte para más tarde."
#: ../../content/applications/sales/crm/performance/win_loss.rst:594
msgid "Add to a Spreadsheet"
msgstr "Agregar a la hoja de cálculo"
#: ../../content/applications/sales/crm/performance/win_loss.rst:596
msgid ""
"Inserting a report into a spreadsheet not only saves a copy of the report, "
"it allows users to add charts and formulas like in an Excel file."
msgstr ""
"Insertar un reporte a una hoja de cálculo guardará la copia del reporte y "
"permitirá que los usuarios agreguen tablas y fórmulas como si fuera un "
"archivo Excel."
#: ../../content/applications/sales/crm/performance/win_loss.rst:599
msgid "To save a report as a spreadsheet:"
msgstr "Para guardar un reporte como hoja de cálculo:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:601
msgid "**In Graph or Pivot View**:"
msgstr "**En vista de gráfica o tabla dinámica**:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:603
msgid "Click the :guilabel:`Insert in spreadsheet` button."
msgstr "Haga clic en el botón :guilabel:`Insertar en la hoja de cálculo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:604
msgid "In the pop-up menu that appears, click :guilabel:`Confirm`."
msgstr ""
"En el menú emergente que aparecerá haga clic en :guilabel:`Confirmar`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:606
msgid "**In Cohort or List View**:"
msgstr "**En vista de cohorte o lista**:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:608
msgid "Click the :guilabel:`⚙️ (gear)` icon."
msgstr "Haga clic en el icono :guilabel:`⚙️ (engranaje)`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:609
msgid ""
"In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`."
msgstr ""
"En el menú desplegable que aparee, pase el cursor por encima de "
":guilabel:`Hoja de cálculo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:610
msgid ""
"In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` "
"or :guilabel:`Link in spreadsheet`."
msgstr ""
"En el siguiente menú desplegable, haga clic ya sea en :guilabel:`Insertar en"
" hoja de cálculo` o :guilabel:`Vincular en hoja de cálculo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:613
msgid "Saved reports are viewable in the *Documents* app."
msgstr "Puede ver los reportes guardados en la aplicación *Documentos*."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"Pivot View reports especially benefit from being inserted in spreadsheets."
msgstr ""
"Tiene el beneficio de poder insertar los reportes en vista de tabla dinámica"
" en las hojas de cálculo."
#: ../../content/applications/sales/crm/performance/win_loss.rst:620
msgid ""
"After modifying a spreadsheet and adding additional formulas, consider then "
"adding the entire spreadsheet to a dashboard. Using this method, the "
"spreadsheet can be added to a public dashboard instead of only :guilabel:`My"
" Dashboard`."
msgstr ""
"Después de modificar la hoja de cálculo y agregar fórmulas, considere "
"agregar la hoja de cálculo entera al tablero. De esta forma, la hoja de "
"cálculo estará disponible en el tablero público en lugar de estar solo en "
":guilabel:`mi tablero`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:624
msgid "Click :menuselection:`File --> Add to dashboard`."
msgstr "Haga clic en :menuselection:`Archivo --> Agregar al tablero`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:625
msgid ""
"In the pop-up menu that appears, name the spreadsheet and select a "
":guilabel:`Dashboard Section` to house the report."
msgstr ""
"En el menú emergente, póngale nombre a la hoja de cálculo y seleccione una "
":guilabel:`sección del tablero` donde se alojará el reporte."
#: ../../content/applications/sales/crm/performance/win_loss.rst:627
msgid "Click :guilabel:`Create`."
msgstr "Haga clic en :guilabel:`Crear`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:629
msgid "Add to a Dashboard"
msgstr "Agregar al tablero"
#: ../../content/applications/sales/crm/performance/win_loss.rst:631
msgid ""
"Adding a report to a dashboard saves it for later and makes it easy to view "
"alongside the rest of :guilabel:`My Dashboard`."
msgstr ""
"Si agrega el reporte al tablero se guardará para más tarde y hace que sea "
"más fácil verlo junto con el resto del :guilabel:`tablero`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:634
msgid "To add a report to :guilabel:`My dashboard`:"
msgstr "Para agregar un reporte a :guilabel:`mi tablero`:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:636
msgid ""
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` "
"icon."
msgstr ""
"En la página de :guilabel:`análisis de flujo`, haga clic en el icono "
":guilabel:`⚙️ (engranaje)`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:637
msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`."
msgstr ""
"En el menú desplegable que aparee, pase el cursor por encima de "
":guilabel:`Tablero`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:638
msgid ""
"In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the "
"report (by default, it is named :guilabel:`Pipeline`)."
msgstr ""
"Escriba un nombre para el reporte en el menú desplegable :guilabel:`Agregar "
"a mi tablero`. El nombre que recibe de forma predeterminada es "
":guilabel:`Flujo`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:642
msgid "To view a saved report:"
msgstr "Para ver el reporte guardado:"
#: ../../content/applications/sales/crm/performance/win_loss.rst:644
msgid ""
"Return to the main apps page, and navigate to :menuselection:`Dashboards app"
" --> My Dashboard`."
msgstr ""
"Regrese a la página de aplicaciones principales y luego vaya a "
":menuselection:`la aplicación Tablero --> Mi tablero`."
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
msgid ""
"To access the saved report, open the Dashboard app and click My Dashboard."
msgstr ""
"Para acceder al reporte guardado, abra la aplicación Tablero y haga clic en "
"Mi Tablero."
#: ../../content/applications/sales/crm/performance/win_loss.rst:652
msgid ":doc:`../acquire_leads/convert`"
msgstr ":doc:`../acquire_leads/convert`"
#: ../../content/applications/sales/crm/performance/win_loss.rst:653
msgid ":doc:`../acquire_leads/send_quotes`"
msgstr ":doc:`../acquire_leads/send_quotes`"
#: ../../content/applications/sales/crm/performance/win_loss.rst:654
msgid ":doc:`../pipeline/lost_opportunities`"
msgstr ":doc:`../pipeline/lost_opportunities`"
#: ../../content/applications/sales/crm/pipeline.rst:5
msgid "Organize the pipeline"
msgstr "Organizar un flujo"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
msgid "Manage lost opportunities"
msgstr "Gestión de oportunidades perdidas"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
msgid ""
"Not every opportunity results in a successful sale. To keep the pipeline up-"
"to-date, *lost* opportunities need to be identified. Specifying why an "
"opportunity was lost provides additional insight that can prove useful for "
"future opportunities."
msgstr ""
"No todas las oportunidades resultan en una venta. Para mantener el flujo "
"actualizado debe identificar las oportunidades *perdidas*. Saber por qué se "
"perdió una oportunidad puede ser muy util para futuras oportunidades."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
msgid "Mark an opportunity as lost"
msgstr "Marcar una oportunidad como perdida"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
msgid ""
"To mark an opportunity as lost, first open the :menuselection:`CRM app`, and"
" select an opportunity from the pipeline, by clicking on its corresponding "
"Kanban card. Doing so reveals that opportunity's detail form."
msgstr ""
"Para marcar una oportunidad como perdida, primero abra la "
":menuselection:`aplicación CRM` y haga clic en una tarjeta de kanban para "
"abrir una oportunidad. De esta manera se mostrará el formulario de detalle "
"de la oportunidad."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16
msgid ""
"Then, click :guilabel:`Lost`, located at the top of the opportunity's detail"
" form."
msgstr ""
"Después, haga clic en el botón :guilabel:`Perdido`, que se encuentra en la "
"parte superior del formulario de detalles de la oportunidad."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid ""
"Buttons from the top of an opportunity record with the lost button "
"emphasized."
msgstr ""
"Imagen de lo botones en la parte superior del registro de una oportunidad "
"con énfasis en el botón perdido."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185
msgid ""
"This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost"
" Reason` drop-down menu, choose an existing lost reason. If no applicable "
"reason is available, create a new one by entering it into the "
":guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
msgstr ""
"Esto abrirá la ventana emergente de :guilabel:`Marcar como perdido`. En el "
"menú desplegable, seleccione un motivo de pérdida :guilabel:`Motivo de "
"pérdida` existente. Si ninguno de los motivos que se muestran aplican para "
"este caso puede crear uno, solo lo tiene que ingresar en el campo "
":guilabel:`Motivo de pérdida` y hacer clic en :guilabel:`Crear`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26
msgid ""
"Additional notes and comments can be added below the lost reason in the "
"designated :guilabel:`Closing Note` field."
msgstr ""
"Puede agregar notas o comentarios adicionales debajo del motivo de pérdida, "
"en el campo designado :guilabel:`Nota de cierre`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30
msgid ""
"Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` "
"field, on the :guilabel:`Mark Lost` pop-up window are required. However, it "
"is recommended to include this information for the sake of traceability, "
"accountability, and reporting purposes."
msgstr ""
"Ni el campo :guilabel:`Motivo de pérdida` ni el campo :guilabel:`Nota de "
"cierre` en la ventana emergente :guilabel:`Marcar como perdido` son "
"obligatorios. Sin emgargo, es recomendable incluir esta información por "
"motivos de trazabilidad, contabilidad y reportes."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Lost reasons popup with sample reasons."
msgstr ""
"Ventana emergente donde poner el motivo de pérdida con motivos de ejemplo."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
msgid ""
"After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is "
"added to the upper-right corner of the opportunity."
msgstr ""
"Después de hacer clic en :guilabel:`Marcar como perdido`, aparecerá un "
"listón rojo de :guilabel:`Perdido` en la esquina superior derecha de la "
"oportunidad."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "A lost opportunity with the lost banner added."
msgstr "Una oportunidad perdida con el listón de perdido agregado."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49
msgid ""
"To mark an *inactive* (archived) opportunity as lost, set the "
":guilabel:`Probability` field to `0` percent."
msgstr ""
"Para marcar una oportunidad *inactiva* (archivada) como perdida, ponga el "
"número `0` en el campo :guilabel:`Probabilidad`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55
msgid "Create/edit lost reasons"
msgstr "Creación y edición de motivos de pérdida"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:57
msgid ""
"To create a new lost reason, or edit an existing one, navigate to "
":menuselection:`CRM app --> Configuration --> Lost Reasons`."
msgstr ""
"Para crear un nuevo motivo de pérdida, o editar uno existente, vaya a la "
"aplicación :menuselection:`CRM --> Configuración --> Motivos de pérdida`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60
msgid "To edit an existing lost reason:"
msgstr "Para editar un motivo de pérdida existente:"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62
msgid "Click on the reason to be edited to highlight it."
msgstr "Haga clic en el motivo que quiere editar para resaltarlo."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63
msgid ""
"Change the selected lost reason by editing the :guilabel:`Description` "
"field."
msgstr ""
"Edite el campo :guilabel:`Descripción` para cambiar el motivo de pérdida "
"seleccionado"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64
msgid "When finished, click :guilabel:`Save` in the upper-left corner."
msgstr ""
"Una vez que haya terminado, haga clic en :guilabel:`Guardar` en la esquina "
"superior izquierda."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66
msgid "To create a new lost reason:"
msgstr "Para crear un nuevo motivo de pérdida:"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68
msgid ""
"Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost "
"Reasons` page."
msgstr ""
"Haga clic en :guilabel:`Nuevo` en la esquina superior izquierda de la página"
" :guilabel:`Motivos de pérdida`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69
msgid ""
"In the new blank line, click in the :guilabel:`Description` field, then type"
" the new lost reason."
msgstr ""
"En la nueva línea en blanco, haga clic en el campo :guilabel:`Description` "
"para escribir un nuevo motivo de pérdida."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70
msgid "When finished, click :guilabel:`Save`."
msgstr "Al terminar, haga clic en :guilabel:`Guardar`. "
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73
msgid "View lost opportunities"
msgstr "Ver las oportunidades perdidas"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75
msgid ""
"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM "
"app`. On the main :guilabel:`Pipeline` dashboard, click into the "
":guilabel:`Search...` bar at the top of the page, and remove all of the "
"default filters."
msgstr ""
"Para recuperar oportunidades perdidas en la aplicación *CRM* de Odoo, abra "
"la :guilabel:`aplicación CRM` y quédese en el tablero principal llamado "
":guilabel:`Flujo`. Una vez aquí, haga clic en la barra :guilabel:`Buscar...`"
" en la parte superior de la página y quite todos los filtros "
"predeterminados."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Search bar with lost filter emphasized."
msgstr "Barra de búsqueda con el filtro de oportunidades perdidas resaltado."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83
msgid ""
"Open the :guilabel:`Filters` drop-down menu, by clicking the "
":guilabel:`🔻(triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar to open the drop-down menu containing "
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
"options, designated into respective columns."
msgstr ""
"Para abrir el menú desplegable :guilabel:`Filtros` haga clic en el icono "
":guilabel:`🔻(triángulo apuntando hacia abajo)` que se encuentra a la derecha"
" de la barra :guilabel:`Buscar...` para abrir un menú desplegable donde "
"encontrará las opciones :guilabel:`Filtros`, :guilabel:`Agrupar por` y "
":guilabel:`Favoritos` con sus respectivas columnas."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88
msgid ""
"Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. "
"Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` "
"appear on the :guilabel:`Pipeline` page."
msgstr ""
"En el menú desplegable :guilabel:`Filtros` seleccione la opción "
":guilabel:`Perdido`. Al hacerlo, en la página :guilabel:`Flujo` solo podrá "
"ver los leads que se hayan marcado como :guilabel:`perdidos`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92
msgid "Sort opportunities by lost reason"
msgstr "Acomodar las oportunidades por motivo de pérdida"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94
msgid ""
"To filter opportunities by a specific lost reason, click the "
":guilabel:`🔻(triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar again to open the drop-down menu. In addition to "
"the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click "
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
"pop-up window."
msgstr ""
"Para filtrar oportunidades por una razón de pérdida específica haga clic en "
"el icono :guilabel:`🔻(triángulo apuntando hacia abajo)` ubicado a la derecha"
" de la :guilabel:`barra de búsqueda`, esta acción abrirá el menú "
"desplegable. Además del filtro :guilabel:`Perdido`, en la columna "
":guilabel:`Filtros`, haga clic en :guilabel:`Agregar filtro personalizado` "
"para abrir la ventana emergente :guilabel:`Agregar filtro personalizado`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99
msgid ""
"On the :guilabel:`Add Custom Filter` pop-up window, click in the first "
"field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to"
" search through the list to locate it. Then, click into the next field, and "
"select :guilabel:`=` from the drop-down menu. Click into the third field, "
"and select a lost reason from the drop-down menu. Finally, click "
":guilabel:`Add`."
msgstr ""
"En la ventana emergente :guilabel:`Agregar filtro personalizado`, haga clic "
"en el primer campo y escriba `Motivo de pérdida` en :guilabel:`la barra de "
"búsqueda`, o desplácese para buscarlo en la lista. A continuación, haga clic"
" en el siguiente campo y seleccione :guilabel:`=` en el menú desplegable. "
"Haga clic en el tercer campo y seleccione un motivo de pérdida en el menú "
"desplegable. Por último, haga clic en :guilabel:`Agregar`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Search bar with custom filter added for lost reason."
msgstr ""
"Barra de búsqueda con un filtro personalizado agregado para motivo de "
"pérdida"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109
msgid ""
"To view results for more than one lost reason, select the operator "
":guilabel:`is in` in the second field of the custom filter in the "
":guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it"
" possible to choose multiple lost reasons in the third field."
msgstr ""
"Para ver los resultados de más de un motivo de pérdida, seleccione el "
"operador :guilabel:`está en` en el segundo campo del filtro personalizado en"
" la ventana emergente :guilabel:`Añadir filtro personalizado`. Al elegir "
"este operador podrá seleccionar varios motivos de pérdida en el tercer "
"campo."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0
msgid "Add Custom Filter pop-up with multiple lost reasons selected."
msgstr ""
"Ventana emergente de agregar un filtro personalizado con los motivos de "
"pérdida seleccionados."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118
msgid "Restore lost opportunities"
msgstr "Restablecer las oportunidades perdidas"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120
msgid ""
"To restore a lost opportunity, open the :menuselection:`CRM app` to reveal "
"the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app "
"--> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle "
"pointed down)` icon to the right of the :guilabel:`Search...` bar to open "
"the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, "
"and :guilabel:`Favorites` columns."
msgstr ""
"Para restaurar una oportunidad perdida, abra :menuselection:`la aplicación "
"CRM` para ver el tablero :guilabel:`Flujo`, o vaya a :menuselection:`la "
"aplicación CRM --> Ventas --> Mi flujo`. Desde aquí, haga clic en el icono "
":guilabel:`🔻(triángulo apuntando hacia abajo)` situado a la derecha de "
":guilabel:`la barra de búsqueda` para abrir el menú desplegable que contiene"
" las columnas :guilabel:`Filtros`, :guilabel:`Agrupar por` y "
":guilabel:`Favoritos`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126
msgid ""
"Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so "
"reveals all the lost opportunities on the :guilabel:`Pipeline` page."
msgstr ""
"En la columna :guilabel:`Filtros` seleccione :guilabel:`Perdido`. Al hacerlo"
" se mostrarán todas las oportunidades perdidas en la página del "
":guilabel:`flujo`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130
msgid ""
"To see all opportunities in the database, remove the default :guilabel:`My "
"Pipeline` filter from the :guilabel:`Search...` bar."
msgstr ""
"Para ver todas las oportunidades de la base de datos, quite el filtro "
"predeterminado :guilabel:`Mi flujo` de la :guilabel:`barra de búsqueda`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133
msgid ""
"Then, click on the Kanban card of the desired lost opportunity to restore, "
"which opens that opportunity's detail form."
msgstr ""
"Después, haga en el cuadro de kanban de la oportunidad perdida que desea "
"restaurar para abrir el formulario de detalles de la oportunidad."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136
msgid ""
"From the lost opportunity's detail form, click :guilabel:`Restore` in the "
"upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the"
" opportunity form, signifying the opportunity has been restored."
msgstr ""
"Desde el formulario de detalles de la oportunidad, haga clic en "
":guilabel:`Restaurar` en la esquina superior izquierda. De esta manera se "
"quitará el listón rojo de :guilabel:`Perdido` del formulario y se habrá "
"restaurado la oportunidad."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Lost opportunity with emphasis on the Restore button."
msgstr "Una oportunidad perdida con el botón Restaurar señalado."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145
msgid "Restore multiple opportunities at once"
msgstr "Restaurar varias oportunidades al mismo tiempo"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:147
msgid ""
"To restore multiple opportunities at once, navigate to the main "
":guilabel:`Pipeline` dashboard in the *CRM* app, open the "
":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option."
msgstr ""
"Para restaurar varias oportunidades al mismo tiempo, vaya al tablero "
"principal de :guilabel:`Flujo` en la aplicación *CRM*, abra el menú "
"desplegable de :guilabel:`Filtros` y seleccione la opción "
":guilabel:`Perdido`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150
msgid ""
"Next, select the list view option, represented by the :guilabel:`≣ (list)` "
"icon in the upper-right corner. Doing so places all the opportunities from "
"the :guilabel:`Pipeline` page in a list view. With the list view chosen, "
"select the checkbox to the left of each opportunity to be restored."
msgstr ""
"Después seleccione la opción de vista de lista, está representada por el "
"icono de tres líneas :guilabel:`☰ (lista)` ubicado en la esquina superior "
"derecha. Al hacer esto todas las oportunidades del :guilabel:`flujo` "
"aparecerán en forma de lista, luego seleccione la casilla ubicada a la "
"izquierda de cada oportunidad que desea restaurar."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154
msgid ""
"Once the desired opportunities have been selected, click the :guilabel:`⚙️ "
"Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From "
"the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`."
msgstr ""
"Ya que haya seleccionado los las oportunidades deseadas, haga clic en el "
"menú desplegable de :guilabel:`⚙️ Acción` en la parte superior de la página "
"del :guilabel:`Flujo`. Desde el menú desplegable de :guilabel:`⚙️ Acción` "
"seleccione :guilabel:`Desarchivar`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158
msgid ""
"Doing so removes those selected opportunities from the :guilabel:`Pipeline` "
"page because they no longer fit the :guilabel:`Lost` filter criteria. Delete"
" the :guilabel:`Lost` filter from the search bar to reveal these newly-"
"restored opportunities."
msgstr ""
"Al hacerlo, se eliminan las oportunidades seleccionadas de la página "
":guilabel:`Flujo` porque ya no se ajustan a los criterios del filtro "
":guilabel:`Perdido`. Elimine el filtro :guilabel:`perdido` de la barra de "
"búsqueda para mostrar estas oportunidades recién restauradas."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
msgid "Action button from list view with the Unarchive option emphasized."
msgstr ""
"Botón de acción de la vista de lista donde se enfatiza la opción "
"Desarchivar."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167
msgid "Manage lost leads"
msgstr "Gestionar leads perdidos"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169
msgid ""
"If *Leads* are enabled on a database, they can be marked as *lost* in the "
"same manner as opportunities. Leads use the same :ref:`lost reasons "
"<crm/lost-reasons>` as opportunities."
msgstr ""
"Si tiene activos los *leads* en la base de datos, puede marcarlos como "
"*perdidos* así como las oportunidades. Los leads usan los mismos "
":ref:`motivos de pérdida <crm/lost-reasons>` que las oportunidades."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173
msgid ""
"To enable leads, navigate to :menuselection:`CRM app --> Configuration --> "
"Settings` and check the :guilabel:`Leads` checkbox. Then, click "
":guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu "
"bar at the top of the page."
msgstr ""
"Para habilitar los leads, vaya a :menuselection:`CRM --> Configuración --> "
"Ajustes`, seleccione la casilla :guilabel:`Leads` y haga clic en "
":guilabel:`Guardar`. Esta acción agrega el menú :guilabel:`Leads` en la "
"barra de encabezado que está ubicado en la parte superior de la página."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178
msgid "Mark a lead as lost"
msgstr "Marcar un lead como perdido"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180
msgid ""
"To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and "
"select a lead from the list. Doing so reveals that lead's detail form."
msgstr ""
"Para marcar un lead como perdido, vaya a :menuselection:`CRM --> Leads` y "
"seleccione un lead de la lista. De esta manera podrá ver el formulario de "
"detalles del lead."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183
msgid ""
"Then, click :guilabel:`Lost`, located at the top of the lead's detail form."
msgstr ""
"Después, haga clic en el botón :guilabel:`Perdido` que podrá encontrar en la"
" parte superior del formulario del lead."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189
msgid ""
"Additional notes and comments can be added below the lost reason designated "
"in the :guilabel:`Closing Note` field."
msgstr ""
"Puede agregar notas o comentarios en donde dice nota de cierre, abajo del "
"campo :guilabel:`Nota de cierre`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196
msgid "Restore lost leads"
msgstr "Restaurar leads perdidos"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198
msgid ""
"To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then"
" click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar to open the drop-down menu that contains the "
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
"columns."
msgstr ""
"Para restaurar un lead perdido vaya a :menuselection:`CRM --> Leads`. Desde "
"aquí, haga clic en el icono :guilabel:`🔻(triángulo apuntando hacia abajo)` "
"situado a la derecha de :guilabel:`la barra de búsqueda` para abrir el menú "
"desplegable que contiene las columnas :guilabel:`Filtros`, "
":guilabel:`Agrupar por` y :guilabel:`Favoritos`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202
msgid ""
"Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so "
"reveals all the lost leads on the :guilabel:`Leads` page."
msgstr ""
"En la columna :guilabel:`Filtros` seleccione :guilabel:`Perdido`. Al hacerlo"
" se mostrarán todos los leads perdidos en la página del :guilabel:`leads`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205
msgid ""
"Then, click on the desired lost lead to restore, which opens that lead's "
"detail form."
msgstr ""
"Después, haga clic en el lead que desea restaurar para abrir el formulario "
"de detalles del mismo."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207
msgid ""
"From the lost lead's detail form, click :guilabel:`Restore` in the upper-"
"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead "
"form, signifying the lead has been restored."
msgstr ""
"Una vez en el formulario de detalles del lead, haga clic en el botón "
":guilabel:`Restaurar` que se enuentra en la esquina superior izquierda. Así "
"se quitará el listón rojo de :guilabel:`Perdido` del formulario del lead y "
"habrá restaurado la oportunidad."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211
msgid "Restore multiple leads at once"
msgstr "Restaurar varios leads al mismo tiempo"
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213
msgid ""
"To restore multiple leads at once, navigate to :menuselection:`CRM app --> "
"Leads`, open the :guilabel:`Filters` drop-down menu, and select the "
":guilabel:`Lost` option. Select the checkbox to the left of each lead to be "
"restored."
msgstr ""
"Para restaurar varios leads al mismo tiempo, vaya a :menuselection:`CRM --> "
"Leads`, abra el menú desplegable :guilabel:`Filtros` y seleccione la opción "
":guilabel:`Perdido`. Seleccione la casilla que se encuentra junto a cada "
"lead que desea restaurar."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217
msgid ""
"Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` "
"drop-down menu at the top of the :guilabel:`Leads` page. From the "
":guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`."
msgstr ""
"Ya que haya seleccionado los leads deseados, haga clic en el menú "
"desplegable de :guilabel:`⚙️ Acción` en la parte superior de la página de "
":guilabel:`Leads`. Desde el menú desplegable de :guilabel:`⚙️ Acción` "
"seleccione :guilabel:`Desarchivar`."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221
msgid ""
"Doing so removes those selected leads from the :guilabel:`Leads` page "
"because they no longer fit the :guilabel:`Lost` filter criteria. Delete the "
":guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these "
"newly-restored leads."
msgstr ""
"Al hacerlo, se eliminan los leads seleccionados de la página "
":guilabel:`Leads` porque ya no se ajustan a los criterios del filtro "
":guilabel:`Perdido`. Elimine el filtro :guilabel:`perdido` de la barra de "
"búsqueda para mostrar los leads recién restaurados."
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226
msgid ":doc:`../performance/win_loss`"
msgstr ":doc:`../performance/win_loss`"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3
msgid "Manage sales teams"
msgstr "Gestionar equipos de ventas"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5
msgid ""
"The *Sales Teams* feature within Odoo's *CRM* app allows for the creation "
"and management of multiple sales teams, each with their own assignment "
"rules, invoicing targets, and roster of salespeople."
msgstr ""
"La función *Equipos de Ventas* de la aplicación *CRM* de Odoo permite crear "
"y gestionar varios equipos de ventas, cada uno con sus propias reglas de "
"asignación, objetivos de facturación y lista de vendedores."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9
msgid "Create a sales team"
msgstr "Crear un equipo de ventas"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11
msgid ""
"To create a new sales team, go to :menuselection:`CRM app --> Configuration "
"--> Sales Teams`, then click :guilabel:`New`."
msgstr ""
"Para crear un nuevo equipo de ventas, vaya a :menuselection:`CRM --> "
"Configuración --> Equipos de venta` y haga clic en :guilabel:`Nuevo`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14
msgid ""
"On the blank sales team form, enter a name in the :guilabel:`Sales Team` "
"field."
msgstr ""
"En el formulario vacío del equipo de ventas, asígnele un nombre en el campo "
":guilabel:`Equipo de ventas`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16
msgid "Next, select a :guilabel:`Team Leader` from the drop-down list."
msgstr "Seleccione un :guilabel:`líder del equipo` en la lista desplegable."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18
msgid ""
"Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity "
"for this sales team whenever a message is sent to that unique email address."
" Choose whether to accept emails from :guilabel:`Everyone`, "
":guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or "
":guilabel:`Authenticated Employees`."
msgstr ""
"Configure un :guilabel:`seudónimo de correo electrónico` para generar leads "
"u oportunidades en automático para este equipo de ventas cada que reciba un "
"mensaje en esa dirección. Elija si desea aceptar correos electrónicos de "
":guilabel:`todos`, :guilabel:`contactos autenticados`, :guilabel:`solo "
"seguidores` o :guilabel:`empleados autenticados`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23
msgid ""
"Select a :guilabel:`Company` from the drop-down menu to assign this team to."
msgstr ""
"Seleccione una :guilabel:`Empresa` del menú desplegable para asignarle este "
"equipo."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26
msgid ""
"The :guilabel:`Company` field is only visible in multi-company databases, "
"and is not required."
msgstr ""
"El campo :guilabel:`Empresa` solo aparece en bases de datos multiempresa y "
"no es obligatorio."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The settings page for a new sales team."
msgstr "La página de ajustes de un nuevo equipo de ventas."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33
msgid ""
"If the *Sales* app is installed on the database, an :guilabel:`Invoicing "
"Target` field appears on the sales team form. This is the revenue target for"
" the current month. The amount entered in this field is used to populate the"
" invoicing progress bar on the :ref:`sales team dashboard <crm/sales-team-"
"dashboard>`."
msgstr ""
"En el formulario del equipo de ventas aparece el campo :guilabel:`Objetivo "
"de facturación` si la aplicación *Ventas* está instalada en la base de "
"datos. Este es el objetivo de ingresos para el mes actual. La cantidad "
"ingresada en este campo se utiliza para completar la barra de progreso de "
"facturación en el :ref:`tablero del equipo de ventas <crm/sales-team-"
"dashboard>`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39
msgid "Add sales team members"
msgstr "Agregar miembros al equipo de ventas"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41
msgid ""
"To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab"
" when editing the sales team's configuration page. This opens a "
":guilabel:`Create Sales Team Members` pop-up window."
msgstr ""
"Haga clic en :guilabel:`Agregar` en la pestaña :guilabel:`Miembros` al "
"editar la página de configuración del equipo de ventas para añadir miembros "
"al equipo. Esta acción abre la ventana emergente :guilabel:`Crear miembros "
"del equipo de ventas`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45
msgid ""
"If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on"
" the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the "
":guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up "
"window. Tick the checkbox to the far-left of the salesperson to be added to "
"the team, then click :guilabel:`Select`."
msgstr ""
"Si la función :guilabel:`Asignación por reglas` **no** está habilitada en la"
" página de *ajustes* de la aplicación *CRM*, al hacer clic en "
":guilabel:`Agregar` en la pestaña :guilabel:`Miembros` se abrirá la ventana "
"emergente :guilabel:`Agregar: Vendedores`. Seleccione la casilla ubicada del"
" lado izquierdo del vendedor que desea agregar al equipo y luego haga clic "
"en :guilabel:`Seleccionar`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0
msgid "The Add: Salespersons pop-up window on a new sales team."
msgstr ""
"La ventana emergente \"Agregar: Vendedores\" en un nuevo equipo de ventas."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54
msgid ""
"Select a user from the :guilabel:`Salesperson` drop-down list to add them to"
" the team. To prevent this salesperson from being automatically assigned "
"leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature "
"is activated, the salesperson can still be assigned leads manually."
msgstr ""
"Seleccione un usuario de la lista desplegable :guilabel:`Vendedor` para "
"agregarlo al equipo. Para evitar que reciba oportunidades de forma "
"automática, seleccione la casilla :guilabel:`Omitir durante la asignación "
"automática`. En caso de que esta función esté activada, aún podrá asignarle "
"oportunidades de forma manual."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The Create Sales Team Members pop-up window."
msgstr "La ventana emergente para crear miembros del equipo de ventas."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62
msgid ""
"The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson "
"has been assigned in the past thirty days for this team, and the maximum "
"number of leads they should be assigned. To edit the maximum number of leads"
" this salesperson can be assigned, enter that amount in the :guilabel:`Leads"
" (30 days)` field."
msgstr ""
"El campo :guilabel:`Leads (30 días)` lleva seguimiento de los leads que se "
"le han asignado al vendedor en los últimos treinta días en este equipo, así "
"como el número máximo de leads que se le deben asignar. Para editar el "
"número máximo de leads que este vendedor puede recibir, escriba la cantidad "
"en el campo :guilabel:`Leads (30 días)`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68
msgid ""
":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for "
"individual salespeople using the :guilabel:`Domain` section."
msgstr ""
"Las :doc:`reglas de asignación <../track_leads/lead_scoring>` se pueden "
"configurar para cada vendedor con la sección :guilabel:`Dominio`."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71
msgid ""
"Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to "
"add additional members."
msgstr ""
"Haga clic en :guilabel:`Guardar y cerrar` cuando haya terminado o en "
":guilabel:`Guardar y crear nuevo` para agregar otros miembros."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74
msgid "Enable multi teams"
msgstr "Habilitar varios equipos"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76
msgid ""
"To allow salespeople to be assigned to more than one sales team, the *Multi "
"Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM "
"app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick"
" the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` "
"at the top-left of the page."
msgstr ""
"Para permitir que los vendedores puedan formar parte de más de un equipo de "
"ventas es necesario habilitar la función *Varios equipos*. Primero vaya a "
":menuselection:`CRM --> Configuración --> Ajustes`. En la sección "
":guilabel:`CRM`, seleccione la casilla con el nombre :guilabel:`Varios "
"equipos` y luego haga clic en el botón :guilabel:`Guardar` ubicado en la "
"parte superior izquierda de la página."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The settings page of the CRM app with the Multi Teams setting enabled."
msgstr ""
"La página de ajustes de la aplicación CRM con la función Varios equipos "
"habilitada."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88
msgid "Sales team dashboard"
msgstr "Tablero del equipo de ventas"
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90
msgid ""
"To view the sales team dashboard, go to :menuselection:`CRM app --> Sales "
"--> Teams`. Any team the user is a member of appears in the dashboard."
msgstr ""
"Para ver el tablero del equipo de ventas, vaya a :menuselection:`CRM --> "
"Ventas --> Equipos`. Todos los equipos en los que el usuario es miembro "
"aparecerán en el tablero."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1
msgid "The sales team dashboard in the CRM app."
msgstr "El tablero del equipo de ventas en la aplicación CRM."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97
msgid ""
"Each Kanban card gives an overview of the sales team's open opportunities, "
"quotations, sales orders, and expected revenue, as well as a bar graph of "
"new opportunities per week, and an invoicing progress bar."
msgstr ""
"Cada tarjeta de kanban ofrece un resumen sobre las oportunidades abiertas, "
"cotizaciones, órdenes de venta y ingresos esperados del equipo de ventas, "
"así como un gráfico de barras con las nuevas oportunidades por semana y una "
"barra de progreso de facturación."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101
msgid ""
"Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* "
"pipeline."
msgstr ""
"Haga clic en el botón :guilabel:`Flujo` para ir directamente al flujo de "
"*CRM* del equipo."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103
msgid ""
"Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in "
"the top-right corner of the Kanban card to open a drop-down menu. Then, to "
"view or edit the team's settings, click :guilabel:`Configuration`."
msgstr ""
"Haga clic en el icono :icon:`fa-ellipsis-v` :guilabel:`(puntos verticales)` "
"ubicado en la esquina superior derecha de la tarjeta de kanban para abrir el"
" menú desplegable. Haga clic en :guilabel:`Configuración` para ver o editar "
"la configuración del equipo."
#: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108
msgid ":doc:`../optimize/utilize_activities`"
msgstr ":doc:`../optimize/utilize_activities`"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3
msgid "Merge similar leads and opportunities"
msgstr "Gestionar leads y oportunidades similares"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5
msgid ""
"Odoo automatically detects similar *leads* and *opportunities* within the "
"*CRM* app. Identifying these duplicated records allows them to be merged "
"without losing any information in the process. Not only does this help keep "
"the *pipeline* organized, but it also prevents customers from being "
"contacted by more than one salesperson."
msgstr ""
"Odoo detecta los *leads* y *oportunidades* similares dentro de la aplicación"
" *CRM* de forma automática. Identificar estos registros duplicados permite "
"fusionarlos sin perder información en el proceso, mantiene el *flujo "
"organizado* y evita que los clientes sean contactados por más de un "
"vendedor."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11
msgid ""
"When merging opportunities, no information is lost. Data from the other "
"opportunity is logged in the chatter, and the information fields, for "
"reference."
msgstr ""
"No se pierde información al fusionar oportunidades. Los datos de la otra "
"oportunidad se registran en el chatter y en los campos de información como "
"referencia."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15
msgid "Identify similar leads and opportunities"
msgstr "Identificar leads y oportunidades similares"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17
msgid ""
"Similar leads and opportunities are identified by comparing the *email "
"address* and *phone number* of the associated contact. If a similar "
"lead/opportunity is found, a *Similar Leads* smart button appears at the top"
" of the lead (or opportunity) record."
msgstr ""
"Los leads y oportunidades similares se identifican comparando la *dirección "
"de correo electrónico* y el *número de teléfono* del contacto asociado. En "
"caso de que encuentre uno parecido, aparece el botón inteligente *Leads "
"similares* en la parte superior del registro del lead (u oportunidad)."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
msgid "An opportunity record with emphasis on the Similar Leads smart button."
msgstr ""
"Un registro de oportunidad en el que se resalta el botón inteligente de "
"Leads similares."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26
msgid "Comparing similar leads and opportunities"
msgstr "Comparación de leads y oportunidades similares"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28
msgid ""
"To compare the details of similar leads/opportunities, navigate to "
":menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`."
" Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart "
"button. Doing so opens a Kanban view that only displays similar "
"leads/opportunities. Click on a card to view the details for the "
"lead/opportunity, and confirm if they should be merged."
msgstr ""
"Vaya a :menuselection:`CRM --> Flujo` o :menuselection:`CRM --> Leads` para "
"comparar los detalles de leads u oportunidades similares. Abra un lead u "
"oportunidad y haga clic en el botón inteligente :guilabel:`Leads similares` "
"para ir a la vista de kanban donde aparecerán las oportunidades o leads que "
"sean similares. Haga clic en una tarjeta para ver los detalles del lead u "
"oportunidad y confirmar si deben fusionarse."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35
msgid "Merging similar leads and opportunities"
msgstr "Fusionar leads y oportunidades similares"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43
msgid ""
"After confirming that the leads/opportunities should be merged, return to "
"the Kanban view using the breadcrumb link, or by clicking the "
":guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` "
":guilabel:`(list)` icon to change to list view."
msgstr ""
"Después de confirmar que los leads y las oportunidades deben fusionarse, "
"regrese a la vista de kanban con las migas de pan o haga clic en el botón "
"inteligente :guilabel:`Leads similares`. Haga clic en el icono :icon:`oi-"
"view-list` :guilabel:`(lista)` para cambiar a la vista de lista."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47
msgid ""
"Check the box on the left of the page for the leads/opportunities to be "
"merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top "
"of the page, to reveal a drop-down menu. From that drop-down menu, select "
"the :guilabel:`Merge` option to merge the selected opportunities or leads."
msgstr ""
"Seleccione la casilla ubicada en el lado izquierdo de la página para los "
"leads y las oportunidades que se fusionarán. Luego, haga clic en el icono "
":icon:`fa-cog` :guilabel:`Acciones` que se encuentra la parte superior de la"
" página para abrir el menú desplegable y allí seleccione la opción "
":guilabel:`Fusionar` para fusionar las oportunidades (o leads) que "
"seleccionó."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52
msgid ""
"When :guilabel:`Merge` is selected from the :icon:`fa-cog` "
":guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal "
"appears. In that pop-up modal, under the :guilabel:`Assign opportunities to`"
" heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from "
"the appropriate drop-down menus."
msgstr ""
"Al seleccionar :guilabel:`Fusionar` en el menú desplegable :icon:`fa-cog` "
":guilabel:`Acciones` aparece la ventana emergente :guilabel:`Fusionar`. En "
"la sección :guilabel:`Asignar oportunidades a` seleccione un "
":guilabel:`vendedor` o a un :guilabel:`equipo de ventas` de los menús "
"desplegables apropiados en caso de que sea necesario."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57
msgid ""
"Below those fields, the leads/opportunities to merge are listed, along with "
"their related information. To merge those selected leads/opportunities, "
"click :guilabel:`Merge`."
msgstr ""
"Debajo de esos campos aparecen los leads y las oportunidades a fusionar, así"
" como su información relacionada. Haga clic en :guilabel:`Fusionar`."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
msgid ""
"List of similar leads and opportunities selected for merge in the CRM app."
msgstr ""
"Lista de leads y oportunidades similares que se seleccionaron para "
"fusionarse en la aplicación CRM."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65
msgid ""
"Merging is an irreversible action. Do **not** merge leads/opportunities "
"unless absolutely certain they should be combined."
msgstr ""
"La fusión es irreversible, **no** lo haga a no ser que esté completamente "
"seguro de que los leads y las oportunidades se deben fusionar."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69
msgid "When leads/opportunities should not be merged"
msgstr "Cuándo no se deben fusionar los leads u oportunidades "
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71
msgid ""
"There may be instances where a similar lead or opportunity is identified, "
"but should *not* be merged. These circumstances vary, based on the processes"
" of the sales team and organization. Some potential scenarios are listed "
"below."
msgstr ""
"Puede haber casos en los que se identifique un lead o una oportunidad "
"similares, pero que *no* deban fusionarse. Estas circunstancias varían en "
"función de los procesos del equipo de ventas y de la organización. A "
"continuación se enumeran algunos posibles escenarios."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76
msgid "Lost leads"
msgstr "Leads perdidos"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78
msgid ""
"If a lead/opportunity has been marked as :doc:`lost <lost_opportunities>`, "
"it can still be merged with an active lead or opportunity. The resulting "
"lead/opportunity is marked active, and added to the pipeline."
msgstr ""
"Si un lead u oportunidad se marca como :doc:`perdido <lost_opportunities>`, "
"todavía es posible fusionarlo con un lead u una oportunidad activos. El lead"
" u oportunidad resultante se marca como activa y se agrega al flujo."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83
msgid "Different contact within an organization"
msgstr "Diferente contacto dentro de una misma organización"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85
msgid ""
"Leads/opportunities from the same organization, but with different points of"
" contact, may not have the same needs. In this case, it is beneficial to "
"*not* merge these records, though assigning the same salesperson, or sales "
"team, can prevent duplicated work and miscommunication."
msgstr ""
"Los leads u oportunidades de la misma organización, pero con diferentes "
"puntos de contacto, pueden no tener las mismas necesidades. En este caso, es"
" mejor *no* fusionar estos registros, aunque asignar el mismo vendedor, o "
"equipo de ventas, puede evitar la duplicación de trabajo y la falta de "
"comunicación."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90
msgid "Existing duplicates with more than one salesperson"
msgstr "Duplicados existentes con más de un vendedor"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92
msgid ""
"If more than one lead/opportunity exists in the database, there may be "
"multiple salespeople assigned to them, who are actively working on them "
"independently. While these leads/opportunities may need to be managed "
"separately, it is recommended that any affected salespeople be tagged in an "
"internal note for visibility."
msgstr ""
"Si existe más de un lead u oportunidad en la base de datos, es posible que "
"haya varios vendedores asignados a ellos que estén trabajando activamente en"
" ambos de forma independiente y al mismo tiempo. Aunque es posible que estos"
" leads u oportunidades deban gestionarse por separado, se recomienda "
"etiquetar a los vendedores afectados en una nota interna para que sean "
"visibles."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98
msgid "Contact information is similar but not exact"
msgstr "La información de contacto es similar pero no la misma"
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100
msgid ""
"Similar leads and opportunities are identified by comparing the email "
"addresses and phone numbers of the associated contacts. However, if the "
"email address is *similar*, but not *exact*, they may need to remain "
"independent."
msgstr ""
"Los leads y las oportunidades similares se identifican comparando las "
"direcciones de correo electrónico y los números de teléfono de los contactos"
" asociados. Sin embargo, si la dirección de correo electrónico es *similar*,"
" pero no *exacta*, es posible que deban seguir siendo independientes."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105
msgid ""
"Three different leads were added to the pipeline and assigned to different "
"salespeople. They were identified as *Similar Leads* due to the email "
"addresses of the contacts."
msgstr ""
"Hay tres leads distintos en el flujo asignados a diferentes vendedores y se "
"identificaron como *leads similares* debido al correo electrónico de los "
"contactos."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108
msgid ""
"Two of the leads appear to come from the same individual, `Robin`, and have "
"identical email addresses. These leads should be merged."
msgstr ""
"Dos de los leads parecen ser de la misma persona, `Robin` y tienen correos "
"electrónicos idénticos. Estos leads se deberían fusionar."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111
msgid ""
"The third lead has the same email domain, but the address is different, as "
"is the contact name. While this lead is most likely from the same "
"organization, it is from a different contact, and should **not** be merged."
msgstr ""
"El tercer lead tiene el mismo dominio de correo, pero la dirección es "
"diferente, así como el nombre del contacto. Aunque este lead es muy "
"probablemente de la misma organización, es de un contacto diferente y **no**"
" se deben fusionar."
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0
msgid ""
"List of similar leads with emphasis on the contact information in the CRM "
"app."
msgstr ""
"Lista de leads similares con énfasis en la información de contacto en la "
"aplicación CRM."
#: ../../content/applications/sales/crm/track_leads.rst:5
msgid "Assign and track leads"
msgstr "Asignar y rastrear leads"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3
msgid "Lead distribution report"
msgstr "Reporte de distribución de leads"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5
msgid ""
"A *lead distribution report* can be used to see if active leads are being "
"assigned equitably across sales members. It can also be used to view the "
"distribution of good or :doc:`quality leads <quality_leads_report>`, and see"
" how frequently each salesperson is receiving (and keeping) leads."
msgstr ""
"El *reporte de distribución de leads* es útil para ver si los leads activos "
"se están asignando de manera equitativa entre los miembros de su equipo de "
"ventas. También puede utilizarlo para observar la distribución de leads "
"buenos o de :doc:`calidad <quality_leads_report>`, y la frecuencia con la "
"que los vendedores los reciben (y les dan seguimiento)."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9
msgid ""
"Lead distribution reports can be run each week to help keep salespeople on "
"track, while providing them with ample good leads. These reports can also be"
" used to see whether sales members are staying productive, if good leads are"
" being lost too often by one salesperson, and what percentage of good leads "
"are being retained overall."
msgstr ""
"Es posible generar estos reportes cada semana para que los vendedores "
"trabajen de manera correcta y al mismo tiempo le ayudarán a que les "
"proporcione la cantidad adecuada de leads. También puede usarlos para "
"verificar si los miembros del equipo de ventas son productivos, si un "
"vendedor está perdiendo demasiados leads buenos y para conocer el porcentaje"
" de leads buenos que están conservando."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15
msgid "Create lead distribution reports"
msgstr "Crear reportes de distribución de leads"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17
msgid ""
"To create a lead distribution report, first navigate to :menuselection:`CRM "
"app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline "
"Analysis` dashboard."
msgstr ""
"Para crear un reporte de distribución de leads, primero vaya a "
":menuselection:`CRM --> Reportes --> Flujo`, esta acción abrirá el tablero "
":guilabel:`Análisis del flujo`."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20
msgid ""
"Remove all the default filters in the search bar at the top of the page. "
"Doing so displays data related to *all* leads."
msgstr ""
"Elimine todos los filtros predeterminados de la barra de búsqueda que se "
"encuentra en la parte superior de la página, luego aparecerán los datos "
"relacionados con *todos* los leads. "
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23
msgid ""
":ref:`Custom filters <search/custom-filters>` can now be added by clicking "
"the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the"
" search bar, to reveal a drop-down menu of search and filter options."
msgstr ""
"Agregue los :ref:`filtros personalizados <search/custom-filters>` "
"necesarios. Haga clic en el icono :icon:`fa-caret-down` :guilabel:`(flecha "
"hacia abajo)` que se encuentra a la derecha de la barra de búsqueda, "
"aparecerá un menú desplegable con las opciones de búsqueda y filtros."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27
msgid ""
"Three columns are displayed: :ref:`Filters <search/filters>`, :ref:`Group By"
" <search/group>`, and :ref:`Favorites <search/favorites>`. To begin, "
"navigate to the bottom of the :guilabel:`Filters` column, and click "
":guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` "
"pop-up window, where the essential filters can be added one at a time."
msgstr ""
"Aparecen tres columnas: :ref:`Filtros <search/filters>`, :ref:`Agrupar por "
"<search/group>` y :ref:`Favoritos <search/favorites>`. Para comenzar, "
"diríjase a la parte inferior de la columna :guilabel:`Filtros` y haga clic "
"en :guilabel:`Agregar filtro personalizado`. Esta acción abrirá la ventana "
"emergente :guilabel:`Agregar filtro personalizado` en la que podrá agregar "
"los filtros necesarios. "
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35
msgid "Essential filters"
msgstr "Filtros esenciales"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37
msgid ""
"The following filter conditions are used to create a basic lead distribution"
" report. Together they gather all leads created within a certain timespan "
"that have an associated contact method and have been assigned to a sales "
"team."
msgstr ""
"Las siguientes condiciones de filtro se utilizan para crear un reporte "
"básico de distribución de leads. En conjunto, agrupan todos los leads "
"creados dentro de un rango específico de tiempo que tienen un método de "
"contacto asociado y que están asignados a un equipo de ventas."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42
msgid "Lead creation date"
msgstr "Fecha de creación de leads"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44
msgid ""
"Click the first field, under :guilabel:`Match any of the following rules:`, "
"that has the value :guilabel:`Country` in it. In the popover that appears, "
"type `Created on` in the search bar, or scroll to search through the list to"
" locate and select it."
msgstr ""
"Haga clic en el primer campo en :guilabel:`Coincidir con cualquiera de las "
"siguientes reglas:` que incluya el valor :guilabel:`País`. En el cuadro "
"emergente que aparece, escriba `Creado el` en la barra de búsqueda o "
"búsquelo en la lista y selecciónelo. "
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48
msgid ""
"Then, in the second field of that row, select :guilabel:`>=` from the drop-"
"down menu. This operator **only** includes values greater than (or equal to)"
" the value in the third, rightmost field."
msgstr ""
"Después, en el segundo campo de esa fila, seleccione :guilabel:`>=` en el "
"menú desplegable. Este operador **solo** incluye valores mayores (o iguales)"
" al valor en el tercer campo a la derecha."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51
msgid ""
"The third field on the :guilabel:`Add Custom Filter` pop-up window should "
"contain the earliest date leads are selected from."
msgstr ""
"El tercer campo en la ventana emergente :guilabel:`Agregar filtro "
"personalizado` debe incluir la fecha más antigua desde la cual se "
"seleccionan los leads."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54
msgid ""
"For example, setting `01/01/2024 00:00:00` only includes leads created from,"
" and including, the first day of 2024."
msgstr ""
"Por ejemplo, configurar `01/01/2024 00:00:00` solo incluye los leads creados"
" a partir del primer día de 2024."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
msgid "Add a Created On rule for the start of the year onward."
msgstr "Agregar la regla \"Creado el\" para el inicio del año en adelante."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64
msgid "Sales team"
msgstr "Equipo de ventas"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66
msgid ""
"Click :guilabel:`New rule` to add another row to the form, and choose "
":guilabel:`Sales Team` for this rule's parameter. Then, click the second "
"field of the new rule, and select :guilabel:`contains` from the drop-down "
"menu. Selecting this operator filters for any records that contain the words"
" in the third, rightmost field."
msgstr ""
"Haga clic en :guilabel:`Nueva regla` para agregar otra fila al formulario y "
"elija :guilabel:`Equipo de Ventas` como parámetro. Después, haga clic en el "
"segundo campo de la nueva regla y seleccione :guilabel:`contiene` en el menú"
" desplegable. Si selecciona este operador filtrará los registros que "
"incluyan las palabras en el tercer campo que se encuentra a la derecha."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72
msgid ""
"For certain pre-determined, limited choices like a sales team, the "
":guilabel:`is in` operator helps make for an easier and more accurate "
"selection, via a drop-down menu in the third field, instead of risking a "
"typo or incorrect value in the text box field that accompanies the "
":guilabel:`contains` operator."
msgstr ""
"Para ciertas opciones predefinidas y limitadas (por ejemplo, un equipo de "
"ventas), el operador :guilabel:`está en` facilita una selección más precisa "
"y sencilla gracias al menú desplegable en el tercer campo,. Este evita "
"cometer errores tipográficos o introducir valores incorrectos en el campo "
"del operador :guilabel:`contiene`."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77
msgid ""
"In this third field, enter the name of the desired sales team(s) that are to"
" be included in the report. It is important for all :guilabel:`contains` "
"argument values to be specific enough and spelled correctly as they exist in"
" Odoo, otherwise this risks returning multiple (or zero) values."
msgstr ""
"En el tercer campo escriba el nombre del equipo de ventas que desea incluir "
"en el reporte. Es importante que todos los valores del argumento "
":guilabel:`contiene` sean lo suficientemente específicos y estén escritos "
"correctamente tal y como están en Odoo; de lo contrario, corre el riesgo de "
"obtener distintos valores (o ninguno)."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
msgid "Use Sales Team to filter the location the lead is associated with."
msgstr ""
"Usar un equipo de ventas para filtrar la ubicación a la que está asociado el"
" lead."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86
msgid ""
"By adding more than one rule to the form, a new option emerges at the top of"
" the pop-up window above all the filters, to specify whether :guilabel:`any`"
" :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the "
"conditions should match. This distinction is important to set correctly, as "
"it impacts the driving logic of how the filters return data."
msgstr ""
"Al agregar más de una regla al formulario aparece una nueva opción en la "
"parte superior de la ventana emergente arriba de todos los filtros. Esta "
"sirve para especificar si :guilabel:`cualquiera` :icon:`fa-caret-down` o "
":guilabel:`todas` :icon:`fa-caret-down` de las condiciones deben coincidir. "
"Es importante que configure esta distinción de forma adecuada, ya que "
"influye en la lógica de devolución de datos de los filtros. "
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91
msgid ""
"Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be "
"sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. "
"This setting will **only** show records that match *all* the rules contained"
" inside the form."
msgstr ""
"Haga clic en el elemento predeterminado del menú :guilabel:`cualquiera` "
":icon:`fa-caret-down` y asegúrese de seleccionar la opción :guilabel:`todas`"
" :icon:`fa-caret-down`. Esta opción **solo** mostrará los registros que "
"coincidan con *todas* las reglas incluidas en el formulario."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98
msgid "Contact method"
msgstr "Método de contacto"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101
msgid ""
"The instruction below is not necessary, however, it's highly recommended to "
"add a set contact value to the report's search criteria. A lot of spam, "
"duplicate, or low quality leads can easily be screened out of the report "
"simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule."
msgstr ""
"No es necesario que aplique las siguientes instrucciones, pero le "
"recomendamos que agregue un valor de contacto a los criterios de búsqueda "
"del reporte. Podrá filtrar el spam y los leads duplicados o de baja calidad "
"si agrega una regla que incluya el :guilabel:`teléfono` o :guilabel:`correo "
"electrónico`."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106
msgid ""
"Add another :guilabel:`New rule` to the form and set the first field to the "
"first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the "
"drop-down menu in the second field. Selecting this operator **only** filters"
" for records that have a phone number associated with the lead."
msgstr ""
"Agregue otra :guilabel:`regla nueva` al formulario y configure el primer "
"campo como :guilabel:`Teléfono`. Después, seleccione :guilabel:`está "
"establecido` en el menú desplegable del segundo campo. Al seleccionar este "
"operador **solo** se filtrarán los registros que tienen un número de "
"teléfono asociado con el lead."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111
msgid ""
"Alternatively (or in addition to the above rule), click :guilabel:`New rule`"
" and set the first field to :guilabel:`Email`. Then, select :guilabel:`is "
"set` from the drop-down menu in the second field."
msgstr ""
"Como alternativa (o en conjunto con la regla anterior), haga clic en "
":guilabel:`Nueva regla` y en el primer campo seleccione :guilabel:`Correo "
"electrónico`, después seleccione :guilabel:`está establecido` en el menú "
"desplegable del segundo campo."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114
msgid ""
"These rules add only leads with an associated contact method to the report."
msgstr ""
"Estas reglas solo agregan los leads con un método de contacto asociado al "
"reporte."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119
msgid "Active status"
msgstr "Estado activo"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121
msgid ""
"Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of "
"the `Phone is set` line, to add a new rule that branches from the rules "
"above."
msgstr ""
"Haga clic en el icono :icon:`fa-sitemap` :guilabel:`(Agregar rama)` que se "
"encuentra a la derecha de la línea `Teléfono está establecido` para agregar "
"una nueva regla que se derive de las reglas anteriores."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124
msgid ""
"Two horizontal sets of fields appear below a line showing :guilabel:`any` "
":icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for "
"records that match **any** of the rules contained inside. This uses the same"
" logic as an OR (`|`) logical operator."
msgstr ""
"Aparecen dos conjuntos de campos horizontales abajo de la línea con la "
"opción :guilabel:`cualquiera` :icon:`fa-caret-down` :guilabel:`de:`. Este "
"ajuste filtra los registros que coinciden con **cualquiera** de las reglas "
"contenidas dentro y utiliza la misma lógica que un operador lógico OR (`|`)."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128
msgid ""
"Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` "
"in the next field."
msgstr ""
"Establezca el primer campo en :guilabel:`Activo` y después seleccione "
":guilabel:`está establecido` en el siguiente campo."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130
msgid ""
"Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to "
":guilabel:`Active is set` to create a new line of fields beneath it."
msgstr ""
"Después haga clic en el botón :icon:`fa-plus` :guilabel:`(Agregar nueva "
"regla)` ubicado junto a :guilabel:`Activo está establecido` para crear una "
"nueva línea de campos abajo de ella."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133
msgid ""
"Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not "
"set` in the next field."
msgstr ""
"Establezca el primer campo en :guilabel:`Activo` y después seleccione "
":guilabel:`no está establecido` en el siguiente campo."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1
msgid "Use Active to include active status in the report."
msgstr "Usar Activo para incluir el estado activo en el reporte."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139
msgid "This rule adds the activity status of the lead to the report."
msgstr "Esta regla agrega el estado de la actividad del contacto al reporte."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142
msgid ""
"Active status is an important filter to include when creating a lead "
"distribution report because it includes **all** leads regardless of won/lost"
" or active/inactive status in the report. This provides a comprehensive view"
" of all the leads assigned to each sales member."
msgstr ""
"Es importante que incluya el filtro de estado activo al crear un reporte de "
"distribución de leads porque incluye **todos** los leads en el reporte sin "
"importar si su estado es ganado, perdido, activo o inactivo. Este le "
"proporciona una vista exhaustiva de todos los leads asignados a los miembros"
" de su equipo de ventas."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147
msgid "Group by"
msgstr "Agrupar por"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149
msgid ""
"Once all filters are set, click the :guilabel:`Add` button to add these "
"filters to the search bar. To have the report grouped appropriately, click "
"the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the"
" search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` "
"section. All results are now grouped by the salesperson assigned to each "
"lead."
msgstr ""
"Una vez que haya configurado todos los filtros, haga clic en el botón "
":guilabel:`Agregar` para incluirlos en la barra de búsqueda. Para agrupar el"
" reporte de manera adecuada, haga clic en el icono :icon:`fa-caret-down` "
":guilabel:`(flecha hacia abajo)` ubicado a la derecha de la barra de "
"búsqueda y seleccione :guilabel:`Vendedor` en la sección :guilabel:`Agrupar "
"por`. Todos los resultados estarán agrupados por el vendedor asignado a cada"
" oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154
msgid ""
"Once the rules for the filter are set, click the purple :guilabel:`Confirm` "
"button at the bottom of the pop-up menu to save the custom filter and close "
"the pop-up menu."
msgstr ""
"Una vez que haya configurado las reglas del filtro, haga clic en el botón "
"morado :guilabel:`Confirmar` ubicado en la parte inferior del menú emergente"
" para guardar el filtro personalizado y cerrarlo."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157
msgid ""
"The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each"
" filter rule in the search bar."
msgstr ""
"El tablero de :guilabel:`análisis del flujo` vuelve a aparecer con cada "
"regla de filtro en la barra de búsqueda."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160
msgid ""
"Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of "
"the search bar, to view the report as a bar chart. Alternatively, click the "
":icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped "
"list."
msgstr ""
"Haga clic en el icono :icon:`fa-area-chart` :guilabel:`(gráfico)` que se "
"encuentra a la derecha de la barra de búsqueda para ver el reporte como un "
"gráfico de barras. También puede hacer clic en el icono :icon:`oi-view-list`"
" :guilabel:`(Lista)` para ver los leads en una lista agrupada."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165
msgid ""
"To save the filter so it can easily be re-applied, click the :guilabel:`Save"
" current search` button in the :guilabel:`Favorites` section of the search "
"bar drop-down menu."
msgstr ""
"Para guardar el filtro y poder aplicarlo después, haga clic en el botón "
":guilabel:`Guardar búsqueda actual` en la sección :guilabel:`Favoritos` del "
"menú desplegable de la barra de búsqueda."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168
msgid ""
"Next, type a name for the filter in the text box below. Check the "
":guilabel:`Shared` checkbox to have the filter shared with any user with "
"access to the pipeline. Finally, click the purple :guilabel:`Save` button "
"below to save the filter."
msgstr ""
"Después escriba un nombre para el filtro en el cuadro de texto y seleccione "
"la casilla :guilabel:`Compartido` si desea compartirlo con los usuarios que "
"tienen acceso al flujo. Por último, haga clic en el botón morado "
":guilabel:`Guardar` para guardar el filtro."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172
msgid ""
"The filter will now appear with the name it was given under the "
":guilabel:`Favorites` section of the drop-down menu and can be re-applied by"
" clicking on it."
msgstr ""
"El filtro ahora aparecerá con el nombre que le proporcionó en la sección "
":guilabel:`Favoritos` del menú desplegable y podrá volver a aplicarlo si "
"hace clic en él."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176
msgid "Filter for quality leads"
msgstr "Filtros para leads de calidad"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178
msgid ""
"The following additional conditions are provided as an example of a *good*, "
"but *not comprehensive*, set of rules for finding quality leads. These "
"filters should be applied on top of the :ref:`crm/track_leads/essential-"
"filters` in the order specified to achieve a heavily-detailed filter."
msgstr ""
"Las siguientes condiciones adicionales sirven como ejemplo de un *buen* "
"(pero *no exhaustivo*) conjunto de reglas para encontrar leads de calidad. "
"Estos filtros deben aplicarse además de los :ref:`crm/track_leads/essential-"
"filters` en el orden especificado para lograr un filtro detallado."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183
msgid ""
"**Referred-by:** Filter for referrals, such as by appointment or sales "
"member."
msgstr ""
"**Referido por:** Filtro para referencias, como por cita o miembro del "
"equipo de ventas."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184
msgid ""
"**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn."
msgstr ""
"**Fuente:** Filtro por UTMs de origen específicos, como Facebook o LinkedIn."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185
msgid "**Notes:** Filter for internal notes."
msgstr "**Notas:** Filtro para notas internas. "
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186
msgid "**Tags:** Filter for categorical tags."
msgstr "**Etiquetas:** Filtro para etiquetas categóricas."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187
msgid ""
"**Email:** Filter for specific email domains, such as gmail.com or "
"yahoo.com."
msgstr ""
"**Correo electrónico:** Filtro por dominios de correo electrónico "
"específicos, como gmail.com o yahoo.com."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188
msgid ""
"**Salesperson:** Filter for leads associated with certain sales members."
msgstr ""
"**Vendedor:** Filtro para leads asociados a ciertos miembros del equipo de "
"ventas."
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190
msgid ""
"These conditions can be added, removed, or modified to best fit the desired "
"information in the report."
msgstr ""
"Puede agregar, eliminar o modificar estas condiciones para que se adapten "
"mejor a la información que requiere en su reporte. "
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194
msgid ":ref:`quality_leads_report/add-quality-rules`"
msgstr ":ref:`quality_leads_report/add-quality-rules`"
#: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195
msgid ":doc:`../../../essentials/search`"
msgstr ":doc:`../../../essentials/search`"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
msgid "Assign leads with predictive lead scoring"
msgstr "Asignación de leads con la puntuación predictiva de leads"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
msgid ""
"The Odoo *CRM* app can automatically assign leads/opportunities to sales "
"teams and salespeople. A standard practice is to assign leads based on the "
"probability of winning each lead. Companies can prioritize the leads that "
"are more likely to result in successful deals by quickly assigning them to "
"the appropriate salespeople."
msgstr ""
"La aplicación *CRM* de Odoo puede asignar leads u oportunidades a los "
"equipos de venta o a los vendedores de manera automática. Una de las "
"prácticas comunes de la industria es asignar los leads según las "
"probabilidades que existen de ganarlo. Las empresas priorizan los leads que "
"tienen mayor posibilidad de ganarse y son los primeros que se asignan a los "
"vendedores apropiados."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
msgid ""
"Odoo automatically calculates the probability of winning each lead using a "
"method called *predictive lead scoring*."
msgstr ""
"Odoo calcula de manera automática la probabilidad de ganar cada lead "
"mediante el método llamado *puntuación predictiva de leads*."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
msgid "Predictive lead scoring"
msgstr "Puntuación predictiva de leads"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
msgid ""
"Predictive lead scoring is a machine-learning model that uses historical "
"data from Odoo *CRM* to score open leads/opportunities."
msgstr ""
"La puntuación predictiva de leads es un modelo de aprendizaje automático que"
" usa datos históricos de la aplicación *CRM* de Odoo para puntuar leads u "
"oportunidades."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
msgid ""
"As a company processes opportunities through the CRM pipeline, Odoo collects"
" data on which opportunities are won and lost. Predictive lead scoring uses "
"this data to predict the probability of winning each new lead or "
"opportunity."
msgstr ""
"Conforme una empresa procesa oportunidades en el flujo CRM, Odoo recolecta "
"información sobre las oportunidades que se ganan y se pierden. La puntuación"
" predictiva de leads usa esta información para predecir qué tan probable es "
"ganar cada lead u oportunidad nuevas."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
msgid ""
"The more opportunities that are sent through the CRM pipeline, the more data"
" Odoo collects, resulting in more accurate probabilities."
msgstr ""
"Mientras más oportunidades se envíen al flujo de CRM, más información "
"recolectará Odoo, lo que resulta en probabilidades más exactas."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
msgid ""
"Specifically, Odoo's predictive lead scoring uses the *naive Bayes* "
"probability model:"
msgstr ""
"La puntuación predictiva de leads de Odoo usa el *clasificador Naive Bayes*:"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28
msgid ""
"\\begin{equation}\n"
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
"\\end{equation}\n"
"\n"
msgstr ""
"\\begin{equation}\n"
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
"\\end{equation}\n"
"\n"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
msgid "Breaking down the equation:"
msgstr "Para desglosar la ecuación:"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35
msgid "P(A|B) = The probability of a successful lead *in this case*"
msgstr "P(A|B) = La probabilidad de un lead exitoso *en este caso*"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36
msgid ""
"P(A) = The overall probability of a lead being successful regardless of the "
"conditions"
msgstr ""
"P(A) = La probabilidad general de que un lead sea exitoso sin importar las "
"condiciones"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37
msgid ""
"P(B|A) = The probability of this being the case given a lead is successful"
msgstr ""
"P(B|A) = La probabilidad de que este sea el caso porque un lead es exitoso"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38
msgid "P(B) = The probability of this being the case"
msgstr "P(B) = La probabilidad de que este sea el caso"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
msgid ""
"The term *in this case* refers to the variables that can affect a lead being"
" successful in Odoo. This can include variables such as the assigned "
"Salesperson, the source of the lead, the language of the lead, and other "
"historical and demographic data."
msgstr ""
"*En este caso* el término está relacionado a las variables que pueden "
"influir en el éxito de una oportunidad en Odoo. Esto puede incluir variables"
" como el vendedor asignado, la fuente de la oportunidad, el idioma del lead "
"y otra información histórica y demográfica."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
msgid ""
"Which variables are considered in this calculation can be :ref:`configured "
"<lead_scoring/configuration>` to tailor the calculation to each business's "
"needs."
msgstr ""
"Las variables que se toman en cuenta para este cálculo se pueden "
":ref:`configurar <lead_scoring/configuration>` para ajustar el cálculo a las"
" necesidades de cada negocio."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47
msgid ""
"The probability of success of each opportunity is displayed on the "
"opportunity form, and it updates automatically as the opportunity progresses"
" through the CRM pipeline."
msgstr ""
"La probabilidad de éxito de cada oportunidad aparece en su formulario y se "
"actualiza de manera automática a medida que la oportunidad avanza en el "
"flujo de CRM."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid "The probability of success displayed on the opportunity form."
msgstr "La probabilidad de éxito aparece en el formulario de la oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54
msgid ""
"When an opportunity moves to the next stage, its probability of success "
"automatically increases according to the predictive lead scoring algorithm."
msgstr ""
"Cuando una oportunidad pasa a la siguiente etapa, la probabilidad de éxito "
"mejora de inmediato de acuerdo al algoritmo del puntaje predictivo de leads."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
msgid ""
"Predictive lead scoring is always active in Odoo *CRM*. However, the "
"variables used to calculate the probability of success can be customized in "
"the settings."
msgstr ""
"La puntuación predictiva de leads siempre está habilitada en el *CRM* de "
"Odoo y puede personalizar las variables utilizadas para calcular la "
"probabilidad de éxito en los ajustes."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
msgid ""
"To customize the variables used by predictive lead scoring, go to "
":menuselection:`CRM --> Configuration --> Settings`. Under "
":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update "
"Probabilities` button."
msgstr ""
"Para personalizar las variables utilizadas en la puntuación predictiva de "
"leads, vaya a :menuselection:`CRM --> Configuración --> Ajustes`. Busque "
":guilabel:`Puntuación predictiva de leads` y haga clic en el botón "
":guilabel:`Actualizar probabilidades`."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69
msgid ""
"Then, click on the drop-down menu to choose which variables the predictive "
"lead scoring feature will take into account."
msgstr ""
"Después, haga clic en el menú desplegable para elegir qué variantes se "
"tomarán en cuenta para la puntuación de leads."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid ""
"The Update Probabilities window in the Predictive Lead Scoring settings."
msgstr ""
"La pestaña para Actualizar probabilidades en los ajustes de Puntuación "
"predictiva de leads."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
msgid "Any number of the following variables can be activated:"
msgstr "Puede activar cualquiera de las siguientes variantes:"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78
msgid ""
":guilabel:`State`: the geographical state from which the opportunity "
"originates"
msgstr ""
":guilabel:`Estado`: el estado geográfico del que proviene la oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
msgid ""
":guilabel:`Country`: the geographical country from which the opportunity "
"originates"
msgstr ":guilabel:`País`: el país del que proviene la oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80
msgid ""
":guilabel:`Phone Quality`: whether or not a phone number is listed for the "
"opportunity"
msgstr ""
":guilabel:`Calidad del número telefónico`: si hay un teléfono en la "
"oportunidad o no."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81
msgid ""
":guilabel:`Email Quality`: whether or not an email address is listed for the"
" opportunity"
msgstr ""
":guilabel:`Calidad del correo electrónico`: si hay una dirección de correo "
"electrónico en la oportunidad o no."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
msgid ""
":guilabel:`Source`: the source of an opportunity (e.g. search engine, social"
" media)"
msgstr ""
":guilabel:`Origen`: de dónde proviene una oportunidad (por ejemplo, motor de"
" búsqueda o red social)."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
msgstr ":guilabel:`Idioma`: el idioma que se especifica que una oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
msgid ":guilabel:`Tags`: the tags placed on the opportunity"
msgstr ":guilabel:`Etiquetas`: las etiquetas de la oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87
msgid ""
"The variables `Stage` and `Team` are always in effect. `Stage` refers to the"
" CRM pipeline stage that an opportunity is in. `Team` refers to the sales "
"team that is assigned to an opportunity. Predictive lead scoring *always* "
"takes into account these two variables, regardless of which optional "
"variables are selected."
msgstr ""
"Las variantes `Etapa` y `Equipo` siempre están activas. `Etapa` se refiere a"
" la etapa del flujo de CRM en la que se encuentra una oportunidad. `Equipo` "
"se refiere al equipo de ventas al que se le asignó esta oportunidad. La "
"puntuación predictiva de leads *siempre* toma en cuenta estas dos variantes "
"sin importar cuáles de las variantes opcionales se seleccionaron."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
msgid ""
"Next, click on the date field next to the option :guilabel:`Consider leads "
"created as of the:` to select the date from which predictive lead scoring "
"will begin its calculations."
msgstr ""
"Ahora, haga clic en el campo de fecha que se encuentra a un lado de la "
"opción :guilabel:`Considerar los leads creados a partir del:` para "
"seleccionar la fecha desde la que la puntuación predictiva de leads empezará"
" a hacer los cálculos."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95
msgid "Lastly, click :guilabel:`Confirm` to save changes."
msgstr ""
"Finalmente, haga clic en :guilabel:`Confirmar` para guardar los cambios."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98
msgid "Change the probability manually"
msgstr "Cambiar la probabilidad de manera manual"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100
msgid ""
"An opportunity's probability of success can be changed manually on the "
"opportunity form. Click on the probability number to edit it."
msgstr ""
"Desde el formulario de la oportunidad usted puede cambiar la probabilidad de"
" éxito de la misma. Solo haga clic en el número de probabilidad para "
"editarlo."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104
msgid ""
"Manually changing the probability removes the automatic probability updates "
"for that opportunity. The probability will no longer update automatically as"
" the opportunity moves through each stage of the pipeline."
msgstr ""
"Al cambiar la probabilidad de forma manual eliminará sus actualizaciones "
"automáticas de probabilidad. La probabilidad ya no se actualizará en "
"automático a medida que la oportunidad avanza en el flujo. "
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
msgid ""
"To reactivate automatic probability, click on the gear icon next to the "
"probability percentage."
msgstr ""
"Para volver a activar la probabilidad automática, haga clic en el icono de "
"engranaje a un lado del porcentaje de la oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid ""
"The gear icon used to reactivate automatic probability on an opportunity "
"form."
msgstr ""
"El icono de engranaje que se usa para volver a activar la actualización "
"automática en el formulario de una oportunidad."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115
msgid "Assign leads based on probability"
msgstr "Asignar leads según la probabilidad"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117
msgid ""
"Odoo *CRM* can assign leads/opportunities to sales teams and salespeople "
"based on specified rules. Create assignment rules based on the leads' "
"probability of success to prioritize those that are more likely to result in"
" deals."
msgstr ""
"La aplicación *CRM* de Odoo puede asignar leads y oportunidades a sus "
"equipos de ventas y vendedores gracias a reglas específicas. Cree reglas de "
"asignación que tomen en cuenta la probabilidad de éxito de los leads para "
"priorizar aquellos que tienen más posibilidades de ser exitosos. "
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122
msgid "Configure rule-based assignment"
msgstr "Configurar la asignación por reglas"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124
msgid ""
"To activate *rule-based assignment*, navigate to :menuselection:`CRM --> "
"Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`."
msgstr ""
"Para activar *la asignación por reglas* vaya a :menuselection:`CRM --> "
"Configuración --> Ajustes` y seleccione la casilla junto a "
":guilabel:`Asignación por reglas`."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127
msgid ""
"The rule-based assignment feature can be set to run :guilabel:`Manually`, "
"meaning an Odoo user must manually trigger the assignment, or "
":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the "
"assignment according to the chosen time period."
msgstr ""
"Es posible configurar la función Asignación por reglas para que se active de"
" forma :guilabel:`manual`, es decir, un usuario de Odoo deberá activar la "
"asignación manualmente. También puede elegir :guilabel:`repetidamente` para "
"que Odoo active la asignación en automático según el periodo que elija."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131
msgid ""
"To set up automatic lead assignment, select :guilabel:`Repeatedly` for the "
":guilabel:`Running` section. Then, customize how often Odoo will trigger the"
" automatic assignment in the :guilabel:`Repeat every` section."
msgstr ""
"En la sección :guilabel:`En proceso` seleccione :guilabel:`Repetidamente` "
"para configurar la asignación automática de leads. Después podrá "
"personalizar qué tan seguido Odoo activará la asignación automática de leads"
" en la sección :guilabel:`Repetir cada`."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
msgid "The Rule-Based Assignment setting in CRM settings."
msgstr "La configuración de la función asignación según las reglas en CRM."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139
msgid ""
"If rule-based assignment is set to run :guilabel:`Repeatedly`, the "
"assignment can still be triggered manually using the circular arrow icon in "
"the :guilabel:`Rule-Based Assignment` settings (or using the "
":guilabel:`Assign Leads` button on the sales team configuration page)."
msgstr ""
"Si la asignación por reglas se ejecutará :guilabel:`repetidamente` también "
"podrá activarla de forma manual con el icono de flechas circulares que se "
"encuentra en los ajustes de :guilabel:`Asignación por reglas` (o con el "
"botón :guilabel:`Asignar leads` en la página de configuración del equipo de "
"ventas)."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144
msgid "Configure assignment rules"
msgstr "Configuración de las reglas de asignación"
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146
msgid ""
"Next, configure the *assignment rules* for each sales team and/or "
"salesperson. These rules determine which leads Odoo assigns to which people."
" To get started, navigate to :menuselection:`CRM --> Configuration --> Sales"
" Teams`, and select a sales team."
msgstr ""
"Después configure las *reglas de asignación* para cada equipo de ventas o "
"vendedor, estas determinan los leads que Odoo le asignará a cada persona. "
"Para ello, vaya a :menuselection:`CRM --> Configuración --> Equipos de "
"ventas` y seleccione uno."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150
msgid ""
"On the sales team configuration form, under :guilabel:`Assignment Rules`, "
"click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to "
"determine lead assignment for this sales team. The rules can include "
"anything that may be relevant for this company or team, and any number of "
"rules can be added."
msgstr ""
"Vaya a la sección :guilabel:`Reglas de asignación` del formulario de "
"configuración del equipo de ventas y haga clic en :guilabel:`Editar dominio`"
" para configurar las reglas que Odoo usa para determinar la asignación de "
"leads de este equipo. Las reglas pueden incluir todo lo que sea pertinente "
"para la empresa o el equipo y también puede agregar todas las reglas que "
"necesite."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155
msgid ""
"Click :guilabel:`Add Filter` to start creating assignment rules. Click on "
"the :guilabel:`+` sign on the right of the assignment rule to add another "
"line. Click on the :guilabel:`x` symbol to remove the line."
msgstr ""
"Haga clic en :guilabel:`Agregar filtro` para empezar a crear reglas de "
"asignación. Haga clic en el botón :guilabel:`+` que aparece a la derecha de "
"la regla de asignación para agregar otra línea. Si quiere borrar la línea "
"haga clic en el símbolo :guilabel:`de bote de basura`."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159
msgid ""
"To create an assignment rule based on an opportunity's probability of "
"success, click on the far left drop-down menu of an assignment rule line, "
"and select :guilabel:`Probability`."
msgstr ""
"Para crear una regla de asignación que dependa de la probabilidad de éxito "
"de la oportunidad, haga clic en el menú desplegable que se encuentra en la "
"izquierda de cada línea de regla de asignación y escoja "
":guilabel:`Probabilidad`."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162
msgid ""
"From the middle drop-down menu, select the desired equation symbol—most "
"likely the symbol for *greater than*, *less than*, *greater than or equal "
"to*, or *less than or equal to*."
msgstr ""
"En el menú desplegable que está a la mitad, seleccione el símbolo de "
"ecuación deseado. Puede ser *mayor que*, *menor que*, *mayor que o igual a*,"
" o *menor que o igual a*."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165
msgid ""
"In the far right space, enter the desired number value of the probability. "
"Finally, click :guilabel:`Save` to save changes."
msgstr ""
"En el espacio de la dereche, ingrese el valor numérico deseado para la "
"probabilidad. Finalmente, haga clic en :guilabel:`Guardar` para guardar los "
"cambios."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169
msgid ""
"To configure an assignment rule such that a sales team receives leads that "
"have a probability of success of 20% or greater, create a :guilabel:`Domain`"
" line that reads: `Probability >= 20`."
msgstr ""
"Para crear una regla de asignación en la que un equipo de ventas solo reciba"
" leads que tengan una probabilidad de éxito del 20% o mayor, cree una línea "
"de :guilabel:`Dominio` en el que ponga `Probabilidad >= 20`."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0
msgid ""
"Sales team domain set to probability greater than or equal to twenty "
"percent."
msgstr ""
"Dominio del equipo de ventas configurado a mayor o igual al veinte por "
"ciento."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176
msgid ""
"Separate assignment rules can also be configured for individual team "
"members. From the sales team configuration page, click on a team member in "
"the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click"
" :guilabel:`Save` to save changes."
msgstr ""
"También puede configurar reglas de asignación separadas para diferentes "
"equipos de venta. Desde la página de configuración de los equipos de venta, "
"haga clic en la pestaña :guilabel:`Miembros`, después edite la sección "
":guilabel:`Dominio` y haga clic en :guilabel:`Guardar` para guardar los "
"cambios."
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180
msgid ""
"If automatic lead assignment is configured in the settings, both the sales "
"team and individual team members have the option to :guilabel:`Skip auto "
"assignment`. Check this box to omit a particular sales team or salesperson "
"from being assigned leads automatically by Odoo's rule-based assignment "
"feature. If :guilabel:`Skip auto assignment` is activated, the sales team or"
" salesperson can still be assigned leads manually."
msgstr ""
"Si configura la asignación automática de leads en los ajustes, tanto el "
"equipo de ventas como los miembros tendrán la opción :guilabel:`Omitir la "
"asignación automática` disponible. Seleccione esta casilla para que un "
"equipo de ventas o un vendedor en particular no reciba leads con la función "
"de asignación automática Odoo. Si habilita :guilabel:`Omitir la asignación "
"automática` podrá asignarle leads al equipo de ventas o a los vendedores "
"manualmente. "
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186
msgid ""
"To manually assign leads to this sales team, click on the :guilabel:`Assign "
"Leads` button at the top of the sales team configuration page. This will "
"assign any leads that are currently unassigned and match this team's "
"specified domain."
msgstr ""
"Para asignar leads de manera manual haga clic en el botón :guilabel:`Asignar"
" leads` que se encuentra en la parte superior de la página de configuración "
"del equipo de ventas. Al hacer esto, todos los leads que no se han asignado "
"y van con el sector en el que se especializa este equipo se les asignarán."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3
msgid "Marketing attribution reports"
msgstr "Reportes de atribución de marketing"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5
msgid ""
"Use the Odoo *CRM* app to compile a *marketing attribution report*, which "
"analyzes the source of leads, and groups them in such a way as to calculate "
"marketing's overall impact on lead generation, attribution, won rate, and "
"more."
msgstr ""
"Use la aplicación *CRM* de Odoo para compilar un *reporte de atribución de "
"marketing*, que analiza de dónde provienen los leads y los agrupa para "
"calcular el impacto general del marketing en la generación de leads, la "
"atribución, la tasa de leads ganados y mucho más."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10
msgid "Leads Analysis dashboard"
msgstr "Tablero de análisis de leads"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12
msgid ""
"Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to "
":menuselection:`CRM app --> Reporting --> Leads`."
msgstr ""
"Primero vaya al tablero :guilabel:`análisis de leads` en :menuselection:`la "
"aplicación CRM --> Reportes --> Leads`."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16
msgid ""
"Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard,"
" which is **only** accessible if the *Leads* feature has been activated on "
"the *Settings* page."
msgstr ""
"Los reportes también se pueden realizar en el tablero :menuselection:`de la "
"aplicación CRM --> Leads`, al que **solo** puede ingresar si la función de "
"leads se activó en los *ajustes*."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19
msgid ""
"If the *Leads* feature has **not** been activated, the :menuselection:`CRM "
"app --> Sales --> My Pipeline` dashboard can also be used to run reports."
msgstr ""
"Si la función *leads* **no** se ha activado, el tablero que se encuentra en "
":menuselection:`CRM --> Ventas --> Mi flujo` se puede usar para realizar "
"reportes."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22
msgid ""
"Both dashboards contain the necessary *Filters* and *Group By* criteria to "
"run an attribution report."
msgstr ""
"Ambos tableros contienen los criterios de *filtros* y *agrupar por* para "
"realizar un reporte de atribución."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26
msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`"
msgstr ":doc:`Convertir leds a oportunidades <../acquire_leads/convert>`"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27
msgid ":doc:`Create leads <../acquire_leads/email_manual>`"
msgstr ":doc:`Crear leads <../acquire_leads/email_manual>`"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid ""
"Open the CRM app and click on the Reporting tab at the top of the page, then"
" click Leads."
msgstr ""
"Abra la aplicación CRM y haga clic en la pestaña de reportes en la parte "
"superior de la página, luego haga clic en 'leads'."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33
msgid ""
"The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, "
"with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current "
"year]` filters active in the :guilabel:`Search...` bar. The graph "
"visualization displays the number of leads generated, by month and by sales "
"team, with each sales team attributed to its own color per month shown."
msgstr ""
"La vista de :icon:`fa-area-chart` :guilabel:`(gráfico)` aparece de forma "
"predeterminada con los filtros :guilabel:`Activo o Inactivo` y "
":guilabel:`Creado el: [año en curso]` activos en la :guilabel:`barra de "
"búsqueda`. La vista de gráfico muestra el número de leads generados por mes "
"y equipo de ventas, además de que cada equipo de ventas cuenta con su propio"
" color por mes."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38
msgid ""
"Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by "
"clicking the respective icon located at the top-right of the dashboard. This"
" allows leads to easily be displayed in the grouping set by the *Group By* "
"parameters."
msgstr ""
"Para cambiar la vista a la opción :icon:`oi-view-list` :guilabel:`(lista)` "
"haga clic en el icono respectivo ubicado en la parte superior derecha del "
"tablero. Esto permite que las leads se muestren en el grupo que configuró "
"con el parámetro *Agrupar por*."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid ""
"Click the button with four horizontal lines on the top right of the Leads "
"Analysis page."
msgstr ""
"Haga clic en el botón con cuatro líneas horizontales en la parte superior "
"derecha de la página Análisis de leads."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47
msgid "Add UTM parameters"
msgstr "Agregar parámetros UTM"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49
msgid ""
"*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that "
"are used to track visitor data. This includes parameters relating to how a "
"visitor reached the link, such as the type of website visited, and/or "
"marketing campaign the visit came from."
msgstr ""
"*Los parámetros UTM (módulo de seguimiento Urchin, por sus siglas en "
"inglés)* son pedazos de texto insertado en una URL que se usan para dar "
"seguimiento a los datos de los visitantes. Esto incluye parámetros "
"relacionados a cómo un visitante llegó al enlace, como el tipo de sitio web "
"que visitaron o la campaña de marketing de la que llegó esta visita."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53
msgid ""
"Odoo can use these UTMs as parameters in the marketing attribution report to"
" track the metrics and performance of marketing campaigns."
msgstr ""
"Odoo puede usar estos parámetros UTM en el reporte de atribución de "
"marketing para dar seguimiento a las métricas y el rendimiento de las "
"campañas de marketing."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57
msgid "Create UTMs"
msgstr "Crear parámetros UTM"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59
msgid ""
"The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` "
"in Odoo can be used to create and configure UTMs."
msgstr ""
"El :doc:`Rastreador de enlaces "
"<../../../websites/website/reporting/link_tracker>` en Odoo se puede usar "
"para crear y configurar parámetros UTM."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62
msgid ""
"UTMs can also be automatically generated by the :doc:`Email Marketing "
"<../../../marketing/email_marketing>` and :doc:`Marketing Automation "
"<../../../marketing/marketing_automation>` apps."
msgstr ""
"Los UTM también se pueden generar en automático con las aplicaciones "
":doc:`Marketing por correo electrónico <../../../marketing/email_marketing>`"
" y :doc:`Automatización de marketing "
"<../../../marketing/marketing_automation>`."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66
msgid ""
"The UTM parameters used in a marketing attribution report are *Medium*, "
"*Source*, and *Campaign*, in descending order of coverage."
msgstr ""
"Los parámetros UTM que se usan en el reporte de atribución de marketing son "
"*medio*, *origen* y *campaña*, en orden descendente de cobertura."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69
msgid ""
"*Medium* is the UTM with the widest coverage, and is used to identify the "
"medium used to access the link. This can include mediums such as social "
"media, email, or cost per click (CPC)."
msgstr ""
"*Medio* es el parámetro UTM con una cobertura más amplia y se usa para "
"identificar el medio que se usa para acceder al enlace. Estos medios puede "
"ser redes sociales, correo electrónico o pago por clic (CPC, por sus siglas "
"en inglés)."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71
msgid ""
"*Source* is more narrow, and is used to identify the source of traffic. For "
"example, the name of a website, search engine used, or a specific social "
"media platform."
msgstr ""
"*Origen* es más preciso y se usa para identificar el origen del tráfico. Por"
" ejemplo, el nombre de un sitio web, el motor de búsqueda usado o una red "
"social específica."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73
msgid ""
"*Campaign* is the most narrow, and can track specific marketing campaigns by"
" name. This can include a contest or product name, type of sale, etc."
msgstr ""
"*Campaña* es el parámetro más precioso y puede rastrear campañas de "
"marketing específicas por nombre. Esto incluye un corcuso o nombre de "
"producto, tipo de venta, etc."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79
msgid ""
"To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down"
" arrow)` to the right of the :guilabel:`Search...` bar to see the list of "
"filtering and grouping parameters."
msgstr ""
"Para empezar a crear un reporte, haga clic en el icono :icon:`fa-caret-down`"
" :guilabel:`(flecha hacia abajo)` a la derecha de :guilabel:`la barra de "
"búsqueda` para ver una lista de los parámetros de filtros y agrupamiento."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82
msgid ""
":guilabel:`Filters`, located in the left column of the search options, can "
"be used to keep only the results that fit the filter. For example, selecting"
" the :guilabel:`Won` filter only shows leads that have been won in the "
"attribution report."
msgstr ""
"Los :guilabel:`filtros`, ubicados en la columna izquierda de las opciones de"
" búsqueda, pueden usarse para mantener solo los resultados que van con el "
"filtro. Por ejemplo, seleccionar el filtro :guilabel:`Ganado` hará que se "
"muestren leads que ya se ganaron en el reporte de atribución."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86
msgid ""
":guilabel:`Group By`, found in the middle column, is used to organize the "
"results into groups, and can be used with or without filters."
msgstr ""
":guilabel:`Agrupar por`, que se encuentra en la columna de en medio, se usa "
"para organizar los resultados en grupos y se puede usar con o sin filtros."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid "Select any number of filters and groups in the search options."
msgstr ""
"Seleccione cualquier número de filtros y grupos en las opciones de búsqueda."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94
msgid ""
"Setting multiple :guilabel:`Group By` options creates nested groups, "
"according to which option is selected first. For example, selecting "
":guilabel:`Medium`, followed by :guilabel:`Source`, and then "
":guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results "
"*first* by medium, *then* by the specific sources in each medium, followed "
"by the campaigns in each source."
msgstr ""
"Configurar varias opciones de :guilabel:`Agrupar por` crea grupos separados "
"según qué opción se seleccione primero. Por ejemplo, si selecciona "
":guilabel:`medio`, después :guilabel:`origen` y finalmente "
":guilabel:`campaña` en la columna :guilabel:`Agrupar por`, todos los "
"resultados se ordenarán *primero* por medio, *luego* por un origen "
"específico en cada medio y finalmente por las campañas en cada origen."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99
msgid ""
"This can be verified by looking at the direction, and order, of the "
"selections in the group tile that appears in the :guilabel:`Search...` bar."
msgstr ""
"Puede verificar esto con la dirección y el orden de las selecciones el grupo"
" que aparece en la :guilabel:`barra de búsqueda`."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0
msgid ""
"The text in the tile is `Country > City`, showing that city is a subgroup of"
" country."
msgstr ""
"El cuadro de texto será `País > Ciudad`, por lo que \"ciudad\" es un grupo "
"subordinado del país."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107
msgid "For a useful first report:"
msgstr "Para un primer reporte útil:"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109
msgid ""
"#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter"
" to view only leads that are still marked as active. #. From the "
":guilabel:`Group By` column, select (in this specific order) "
":guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`,"
" depending on which grouping is more relevant."
msgstr ""
"#. En la columna :guilabel:`Filtros` seleccione el filtro :guilabel:`Activo`"
" para solo ver los leads que estén activos. #. En la columna "
":guilabel:`Agrupar por` seleccione (en este mismo orden) :guilabel:`Origen`,"
" seguido por :guilabel:`Ciudad` o :guilabel:`País`, dependiendo de qué "
"agrupamiento sea más relevante."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid "Each lead is now sorted by source, followed by city or country."
msgstr ""
"Cada lead ahora estará acomodada por origen y después por ciudad o país."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119
msgid ""
"This report contains all active leads, grouped first by the source of the "
"lead, then by the city or country each lead is from. This is useful to see "
"the density of active opportunities sorted by location."
msgstr ""
"Este reporte contiene todos los leads activos agrupados primero por origen "
"del lead y después por ciudad o país del que proviene cada lead. Esto es "
"útil para ver la densidad de oportunidades activas acomodadas por ubicación."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123
msgid ""
"With this data, marketing campaigns, such as conferences or billboards, can "
"be targeted to the locations generating the largest amount of potential "
"revenue. Similarly, more attention can be put toward increasing outreach in "
"locations where existing marketing campaigns are less effective."
msgstr ""
"Con estos datos, las campañas de marketing (como conferencias o "
"espectaculares) pueden dirigirse a las ubicaciones que estén generado el "
"mayor potencial de ingresos. Así también se puede poner más atención en "
"aumentar el alcance en ubicaciones donde las campañas de marketing "
"existentes sean menos eficientes."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129
msgid "Export reports"
msgstr "Exportar reportes"
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131
msgid ""
"To set the measures of the report, begin by navigating to the :icon:`oi-"
"view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` "
"dashboard."
msgstr ""
"Para configurar las medidas del reporte, primero vaya a :icon:`oi-view-"
"pivot` :guilabel:`(vista de tabla dinámica)` en el tablero "
":guilabel:`Análisis de leads`."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134
msgid ""
"Click the :guilabel:`Measures` button to view the available measures of the "
"report. Select the desired measures from the drop-down menu (multiple "
"measures can be selected), and verify the measures, filters, and groups are "
"all displayed correctly in the pivot table. This ensures the data is ready "
"for export."
msgstr ""
"Haga clic en el botón :guilabel:`Medidas` para ver las medidas disponibles "
"del reporte. Seleccione las medidas deseadas desde el menú desplegable "
"(puede seleccionar varias) y verifique que las medidas, los filtros y los "
"grupos se muestren correctamente en la tabla dinámica. Así nos aseguramos de"
" que la información está lista para exportarse."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139
msgid ""
"To quickly export the data in a list, as a .xlsx file, navigate to the "
":icon:`oi-view-list` :guilabel:`(list view)`. Click on the "
":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the "
"right of :guilabel:`Lead Analysis` in the top-left of the page, and click "
":icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically"
" as a .xlsx file."
msgstr ""
"Para exportar rápido los datos en una lista como un archivo .xlsx vaya a "
":icon:`oi-view-list` :guilabel:`(la vista de lista)`. Haga clic en el icono "
":guilabel:`Acciones` :icon:`fa-cog` :guilabel:`(engranaje)` ubicado a la "
"derecha de :guilabel:`análisis de leads` en la parte superior izquierda de "
"la página y haga clic en el icono :icon:`fa-upload` :guilabel:`Exportar "
"todo`. El reporte se descarga de forma automática como un archivo .xlsx."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144
msgid ""
"For more export options, the report can be exported to the Odoo *Documents* "
"app. From the :icon:`oi-view-list` :guilabel:`(list view)` of "
":guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` "
":icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-"
"table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` "
":guilabel:`Insert list in spreadsheet`. A pop-up window titled, "
":guilabel:`Select a spreadsheet to insert your list.` appears."
msgstr ""
"Para más opciones de exportación, el reporte puede se puede exportar a la "
"aplicación *Documentos*. Desde la :icon:`oi-view-list` :guilabel:`(vista de"
" lista)` de la página :guilabel:`Análisis de leads` haga clic en el icono "
":guilabel:`Acciones` :icon:`fa-cog` :guilabel:`(gear)`, vaya a :icon:`fa-"
"table` :guilabel:`Hojas de cálculo` y haga clic en :icon:`oi-view-list` "
":guilabel:`Insertar la lista en la hoja de cálculo`. Aparecerá una ventana "
"emergente llamada :guilabel:`Seleccione una hoja de cálculo para insertar su"
" hoja de cálculo`."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150
msgid ""
"The report can be renamed using the `Name of the list` field, if desired. "
"The number of items on the report can be set with the field labeled: `Insert"
" the first _ records of the list`. Next, select either a new "
":guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. "
"Finally, click the :guilabel:`Confirm` button."
msgstr ""
"Puede cambiar el nombre del reporte en el campo `Nombre de la lista` si lo "
"desea. El número de artículos en el reporte puede establecerse en el campo "
"llamado: `Inserte los primeros _ registros de la lista`. Después, seleccione"
" ya sea una :guilabel:`hoja de cálculo en blanco`, o expórtelo a una hoja de"
" cálculo existente. Finalmente, haga clic en el botón :guilabel:`Confirmar`."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1
msgid ""
"Set the name, number of records, and location of the export in the option "
"menu."
msgstr ""
"Ponga el nombre, número de registros y ubicación del reporte en el menú de "
"opciones de exportación."
#: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159
msgid ""
"To export the report as a .xlsx file, for use in an external spreadsheets "
"program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` "
"icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If "
"prompted, choose a file location, name the file, then click "
":guilabel:`Save`."
msgstr ""
"Para exportar el reporte como un archivo .xlsx para usarlo en un programa de"
" hojas de cálculo externo, haga clic en el icono :guilabel:`Acciones` "
":icon:`fa-cog` :guilabel:`(engranaje)` y seleccione la opción :icon:`fa-"
"upload` :guilabel:`Exportar todo`. Si se le pide, seleccione una ubicación "
"para el archivo, cambie el nombre y haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3
msgid "Quality leads report"
msgstr "Reporte de leads de calidad"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5
msgid ""
"A *quality lead* is a lead that is likely to result in a sale. It should "
"match the characteristics most commonly believed to help salespeople close a"
" deal, in addition to more precise criteria that is specific to each "
"organization."
msgstr ""
"Un cliente potencial de *calidad* es un cliente potencial que tiene "
"probabilidades de convertirse en una venta. Debe ajustarse a las "
"características que más comúnmente se cree que ayudan a los vendedores a "
"cerrar un trato, además de a criterios más precisos específicos de cada "
"organización."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10
msgid ""
"The specific criteria that defines a *quality lead* is different for every "
"organization. For more information, see :ref:`Define a quality lead "
"<track_links/define-a-lead>`."
msgstr ""
"Los criterios específicos para definir a un *lead de calidad* cambian "
"dependiendo de la organización. Para obtener más información, vea "
":ref:`Definir leads de calidad <track_links/define-a-lead>`."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13
msgid ""
"A quality leads *report* compares how many quality leads each salesperson "
"has received over a specific amount of time, such as within the past 30 "
"days. Sales managers can use such a report to make more informed decisions "
"when assigning new leads to their team"
msgstr ""
"Un *reporte* de leads de calidad compara cuántos clientes potenciales de "
"calidad ha recibido cada vendedor en un periodo de tiempo determinado, por "
"ejemplo, en los últimos 30 días. Los jefes de ventas pueden utilizar este "
"informe para tomar decisiones más informadas a la hora de asignar nuevos "
"clientes potenciales a su equipo."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18
msgid ""
"A sales manager pulls a quality leads report using their company's criteria:"
msgstr ""
"Un gerente de ventas realiza un reporte de leads de calidad con los "
"criterios específicos de su empresa:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20
msgid "Leads must include a phone number and an email address."
msgstr "Los leads deben un número de teléfono y una dirección de correo."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21
msgid "The email address must be from a professional domain."
msgstr "La dirección de correo debe tener un dominio profesional."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22
msgid ""
"The source for the lead must be from a live chat conversation or an "
"appointment with a salesperson."
msgstr ""
"La fuente del lead debe ser de una conversación de chat en vivo o una junta "
"con una persona de ventas."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25
msgid ""
"After running the report, the manager can see that, although everyone's "
"ability to close a deal has varied, some members of the sales team have "
"received a higher number of quality leads than others."
msgstr ""
"Luego de elaborar el reporte, el gerente puede ver que, aunque la capacidad "
"de cada colaborador para cerrar un trato ha variado, algunos miembros del "
"equipo han recibido un mayor número de leads de calidad que otros."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
msgid "An example of a quality leads report in the Odoo CRM application."
msgstr ""
"Un ejemplo de reporte de leads de calidad en la aplicación CRM de Odoo."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33
msgid ""
"Using this information, the sales manager may decide to assign more quality "
"leads to the sales people currently on the lower end, to balance out the "
"distribution of quality leads."
msgstr ""
"Con esta información, el gerente de ventas puede decidir si asignar más "
"leads de calidad a personas del equipo de ventas que estén en la parte de "
"abajo, así se balanceará la distribución de leads de calidad."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39
msgid "Create a quality leads report"
msgstr "Crear un reporte de leads de calidad"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41
msgid ""
"To create a quality leads report, first navigate to :menuselection:`CRM app "
"--> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` "
"dashboard. Click into the :guilabel:`Search...` bar at the top of the page "
"and remove any active filters."
msgstr ""
"Para crear un reporte de leads de calidad, primero vaya a "
":menuselection:`CRM --> Reportes --> Flujo` para abrir el tablero "
":guilabel:`Análisis de flujo`. Haga clic en la :guilabel:`barra de búsqueda`"
" ubicada en la parte superior de la página y elimine los filtros activos."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45
msgid ""
"Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the "
":guilabel:`Search...` bar to open the drop-down mega menu that contains "
":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` "
"columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add "
"Custom Filter` pop-up window."
msgstr ""
"Haga clic en el icono :guilabel:`🔻(triángulo apuntando hacia abajo)` situado"
" a la derecha de la barra :guilabel:`Buscar...` para abrir el menú "
"desplegable que contiene las columnas :guilabel:`Filtros`, "
":guilabel:`Agrupar por` y :guilabel:`Favoritos`. Haga clic en "
":guilabel:`Añadir filtro personalizado`, que abre una ventana emergente "
":guilabel:`Añadir filtro personalizado`."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65
msgid ""
"The :guilabel:`Add Custom Filter` pop-up window allows for the creation of "
"more specific filters."
msgstr ""
"La ventana emergente :guilabel:`Agregar filtro personalizado` permite crear "
"filtros más específicos."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55
msgid ""
"In order to generate a quality leads report, filters need to be created for "
"the following conditions:"
msgstr ""
"Para poder generar un reporte de leads de calidad, debe crear filtros para "
"seguir las siguientes condiciones:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58
msgid ""
":ref:`Starting date <quality_leads_report/starting-date>`: limits results to"
" those created within a specific time frame."
msgstr ""
":ref:`Fecha de inicio <quality_leads_report/starting-date>`: limita los "
"resultados a los creados dentro de un marco temporal específico."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60
msgid ""
":ref:`Specific sales teams <quality_leads_report/sales-team>`: limits "
"results to only include leads for one or more sales teams. This filter is "
"optional and should not be included if the is intended for the entire "
"company."
msgstr ""
":ref:`Equipos de venta <quality_leads_report/sales-team>`: limita los "
"resultados para que solo incluyan leads asignados a uno o más equipos de "
"ventas. Este filtro es opcional y no debe incluirse si el reporte está "
"destinado a toda la empresa."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63
msgid ""
":ref:`Exclude unassigned leads <quality_leads_report/unassigned-leads>`: "
"excludes leads without an assigned salesperson."
msgstr ""
":ref:`Excluir leads sin asignar <quality_leads_report/unassigned-leads>`: "
"excluye leads sin vendedor asignado."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65
msgid ""
":ref:`Include archived leads <quality_leads_report/archived-leads>`: ensures"
" that both active and inactive leads are included in the results."
msgstr ""
":ref:`Incluir leads archivados <quality_leads_report/archived-leads>`: "
"asegura que tanto los leads activos como inactivos se incluyan en los "
"resultados."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67
msgid ""
":ref:`Add rules for quality leads <quality_leads_report/add-quality-rules>`:"
" includes or excludes results based on criteria that is specific to a "
"company or sales team."
msgstr ""
":ref:`Agregar reglas para leads de calidad <quality_leads_report/add-"
"quality-rules>`: incluye o excluye resultados según los criterios para el "
"equipo de ventas de esa empresa en específico."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140
msgid ""
"An example of the Custom Filter pop-up window with all of the rules "
"configured."
msgstr ""
"Un ejemplo de una ventana emergente para el filtro personalizado con todas "
"las reglas configuradas."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74
msgid ""
"An example of the *Custom Filter* pop-up window with all of the default "
"rules configured."
msgstr ""
"Un ejemplo de una ventana emergente para el *filtro personalizado* con todas"
" las reglas predeterminadas configuradas."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79
msgid "Add a starting date filter"
msgstr "Agregar un filtro de fecha inicial"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81
msgid ""
"Begin by first defining the rule's parameter with a date range, by clicking "
"into the first field, on the left of the row, and typing `Created On` in the"
" :guilabel:`Search...` bar, or by scrolling through the menu's list to "
"locate it."
msgstr ""
"Empiece por definir primero el parámetro de la regla con un intervalo de "
"fechas, haciendo clic en el primer campo, a la izquierda de la fila, y "
"escribiendo `Creado el` en la barra :guilabel:`Buscar...`, o desplazándose "
"por la lista del menú para localizarlo."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85
msgid ""
"In the rule's operator drop-down menu, define the parameter further by "
"selecting either:"
msgstr ""
"En el menú desplegable de reglas de operador, defina aún más el parámetro "
"seleccionando:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87
msgid ""
":guilabel:`>= (greater than or equal to)` to specify a start date and "
"include all entries *after* that start date (as well as the initial value "
"itself); or"
msgstr ""
":guilabel:`>= (mayor que o igual a)` para especificar una fecha de inicio e "
"incluir todas las entradas *después* de esa fecha de inicio (así como el "
"propio valor inicial); o bien"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89
msgid ""
":guilabel:`is between` to more sharply define a time frame with a clear "
"start and end date. All matching entries that fit within the defined start "
"and end dates are included in the report."
msgstr ""
":guilabel:`está entre` para definir con mayor precisión un marco temporal "
"con una fecha de inicio y fin. Todas las entradas que coincidan y que se "
"ajusten a las fechas de inicio y fin definidas se incluirán en el reporte."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92
msgid ""
"With either option, use the pop-up calendar's day and time pickers, in the "
"far right field, to define the respective date range. Setting these values "
"concludes the creation of the first rule."
msgstr ""
"Con cualquiera de las opciones, use el calendario emergente para seleccionar"
" un día y una hora en el campo de la derecha para definir el rango de fecha "
"respectivo. Configurar estos valores es todo lo que tiene que hacer para "
"crear la primera regla."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98
msgid "Add a sales team filter"
msgstr "Agregar un filtro de equipo de ventas"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101
msgid ""
"This filter is optional. To view results for the entire company, do **not** "
"add this filter."
msgstr ""
"Este filtro es opcional, **no** lo agregue si desea visualizar los "
"resultados de toda la empresa."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129
msgid ""
"In the rule's second field, select :guilabel:`is in` from the drop-down "
"menu. Selecting this operator limits results to the sales teams selected in "
"the next field."
msgstr ""
"En el segundo campo de la regla, seleccione :guilabel:`está en` en el menú "
"desplegable. La selección de este operador limita los resultados a los "
"equipos de ventas seleccionados en el campo siguiente."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132
msgid ""
"Lastly, in the third field, select the desired sales team from the drop-down"
" menu. Multiple teams can be added in this field, where each parameter is "
"treated with an \"or\" (e.g. \"any\") operator in the search logic."
msgstr ""
"Finalmente, en el tercer campo, seleccione el equipo de ventas deseado del "
"menú desplegable. Puede agregar varios equipos de venta en este campo, donde"
" cada parámetro se trata con un operado \"or\" (por ejemplo, \"any\") en la "
"lógica de búsqueda."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119
msgid ""
"Next, add a :guilabel:`New Rule`. Then, click into the first field for the "
"new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll"
" to search through the list to locate it."
msgstr ""
"Después agregue una :guilabel:`nueva regla`. Haga clic en el primer campo de"
" la nueva regla y escriba `Vendedor` en la :guilabel:`barra de búsqueda` o "
"búsquelo en la lista."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113
msgid ""
"In the rule's second field, select :guilabel:`is set` from the drop-down "
"menu. Selecting this operator excludes any leads not assigned to a specific "
"salesperson."
msgstr ""
"En el segundo campo de la regla, seleccione :guilabel:`está establecido` "
"desde el menú desplegable. Seleccionar este operador excluye todos los leads"
" no asignados a una persona de ventas específica."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128
msgid "Include archived leads"
msgstr "Incluir leads archivados"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131
msgid ""
"This filter is also optional, as it adds archived (inactive) leads to the "
"report, however it is recommended to include this since it pulls *all* "
"assigned leads, regardless of status, into the report. This ensures a more "
"accurate representation of assigned leads is captured. However, to pull a "
"report that only includes active leads, do **not** activate this feature."
msgstr ""
"Este filtro también es opcional. Agrega leads archivados (inactivos) al "
"reporte, pero le recomendamos que lo incluya porque obtiene *todos* los "
"leads asignados y los coloca en el reporte sin importar su estado. Esto "
"garantiza que la representación de los leads asignados más acertada. **No** "
"active esta función si quiere generar un reporte que solo incluya leads "
"activos."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136
msgid ""
"Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up "
"window, move the :guilabel:`Include archived` toggle to active."
msgstr ""
"Después, en la esquina superior derecha de la ventana emergente "
":guilabel:`Agregar filtro personalizado`, presione el botón "
":guilabel:`Incluir archivados` para activar la selección correspondiente."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst-1
msgid ""
"The Add Custom Filter pop-up with emphasis on the Include Archived toggle."
msgstr ""
"La ventana emergente para agregar un filtro personalizado. El botón "
"\"Incluir archivados\" aparece destacado."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143
msgid "Enabling this feature adds archived (inactive) leads to the report."
msgstr ""
"Habilitar esta función agrega leads archivados (es decir, inactivos) al "
"reporte."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148
msgid "Add rules for quality leads"
msgstr "Agregar reglas para leads de calidad"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150
msgid ""
"The filters added in this step vary, based on how an organization defines a "
"*quality lead*."
msgstr ""
"Los filtros agregados en este paso varían según cómo una organización define"
" un *filtro de calidad*."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155
msgid "Define a quality lead"
msgstr "Definir un filtro de calidad"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157
msgid ""
"As defined earlier, a *quality lead* is a lead that is likely to result in a"
" won opportunity. Although the exact criteria for a quality lead varies from"
" organization to organization, it is often a combination of factors commonly"
" attributed to positive sales outcomes, in addition to factors valued by the"
" specific organization."
msgstr ""
"Como se definió antes, un *lead de calidad* es un lead que es muy probable "
"que resulte en una oportunidad ganada. Aunque los criterios para un lead de "
"calidad varían dependiendo de la organización, comúnmente son una "
"combinación de factures que se atribuyen a los resultados de ventas "
"positivos, además de los factores importantes para cada organización."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162
msgid ""
"In addition to the basic filters and grouping options outlined in the "
"general :ref:`Quality leads report <track_links/create-quality-leads-"
"report>`, consider the following filters when defining a quality lead:"
msgstr ""
"Además de los filtros básicos y opciones de agrupación mostrados en el "
":ref:`Reporte de la hoja de trabajo de calidad <track_links/create-quality-"
"leads-report>`, considere los siguientes filtros al definir un lead de "
"calidad:"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166
msgid ""
":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can "
"help determine whether or not a lead is a professional contact."
msgstr ""
":guilabel:`Correo electrónico` o :guilabel:`Teléfono`: la información en "
"estos campos le puede ayudar a determinar si un lead es un contacto "
"profesional."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168
msgid ""
":guilabel:`Source`: this field links to the marketing and lead generation "
"efforts from other Odoo applications, including *Live Chat*, *Social "
"Marketing*, and *Email Marketing*."
msgstr ""
":guilabel:`Fuente`: este campo junta los esfuerzos de marketing y generación"
" de leads de todas las aplicaciones de Odoo, incluyendo *Chat en vivo*, "
"*Marketing social* y *Marketing por correo electrónico*."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170
msgid ""
":guilabel:`Stage`: this filter can be used to eliminate or target leads that"
" have reached specific stages."
msgstr ""
":guilabel:`Etapa`: este filtro se puede usar para eliminar o abordar leads "
"que estén en una etapa específica."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172
msgid ""
":guilabel:`Medium`: a lead's source can indicate its quality level, as "
"various channels have different won rates and expected revenues."
msgstr ""
":guilabel:`Medio`: la fuente de un lead puede indicar su nivel de calidad, "
"ya que varios canales tienen diferentes tasas de ganados y ganancias "
"esperadas."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174
msgid ""
":guilabel:`Campaign`: adding this filter helps track of the success of "
"different marketing efforts to capture high quality leads."
msgstr ""
":guilabel:`Campaña`: agregar este filtro le ayuda a rastrear el éxito de "
"diferentes campañas de marketing que buscan obtener leads de mayor calidad."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176
msgid ""
":guilabel:`Lost Reason`: exclude leads that may appear to be quality based "
"on various criteria, but have been marked as *lost* for specified reasons."
msgstr ""
":guilabel:`Motivo de pérdida`: excluir los leads que pueden parecer de "
"calidad según varios criterios, pero que se marcaron como *perdidos* por "
"razones específicas."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178
msgid ""
":guilabel:`Tags`: include or exclude results based on one or more customized"
" tags."
msgstr ""
":guilabel:`Etiquetas`: incluir o excluir resultados según una o más "
"etiquetas personalizadas."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181
msgid ""
"When adding rules to a custom filter, keep the statements preceding each "
"rule in mind. The statement above a rule determines whether the search "
"results must match **all** of the rules below the statement, or **any** of "
"the rules below the statement."
msgstr ""
"Al agregar reglas a un filtro personalizado, tenga en cuenta las "
"afirmaciones que preceden a cada regla. Las afirmaciones arriba de las "
"reglas determinan si un resultado de búsqueda coincide con **todas** las "
"listas debajo de la afirmación, o con **cualquiera** de las reglas debajo de"
" la afirmación."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
msgid ""
"Close up of the match rule options on a add custom filter pop-up window."
msgstr ""
"Imagen de las opciones de coincidence de reglas en una ventana emergente "
"para agregar un filtro personalizado."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190
msgid "View the report"
msgstr "Ver el reporte"
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0
msgid ""
"Close up on the match all rules option on the add a custom filter pop-up "
"window."
msgstr ""
"Imagen de la opción para coincidir todas las reglas en la ventana emergente "
"para agregar un filtro personalizado."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202
msgid ""
"After the filters are configured, click :guilabel:`Add`. The default display"
" for the report is a bar graph, where the leads are grouped by *stage*."
msgstr ""
"Después de que se configuren los filtros, haga clic en :guilabel:`Agregar`. "
"El método de visualización predeterminado para el reporte es el gráfico de "
"barras, donde los leads se agrupan por *etapa*."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205
msgid ""
"To group the results by salesperson, click the :guilabel:`🔻(triangle pointed"
" down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
"down mega menu. Under the :guilabel:`Group By` heading, select "
":guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` "
"heading, click :guilabel:`Add a Custom Group`, then select "
":guilabel:`Active` on the resulting drop-down menu to layer in lead "
"*status*, under the parent :guilabel:`Salesperson` grouping."
msgstr ""
"Para agrupar los resultados por vendedor, haga clic en el icono "
":guilabel:`🔻(triángulo apuntando hacia abajo)` ubicado del lado derecho de "
"la :guilabel:`barra de búsqueda` para abrir el mega menú desplegable. Abajo "
"del encabezado :guilabel:`Agrupar por` seleccione un :guilabel:`Vendedor`. "
"En la misma columna, abajo de :guilabel:`Agrupar por`, haga clic en "
":guilabel:`Agregar grupo personalizado` y después seleccione "
":guilabel:`Activo` en el menú desplegable para agregar el *estado* al grupo "
"principal de :guilabel:`Vendedor`."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211
msgid ""
"The report now displays the total count of *quality leads* each salesperson "
"has received in the designated time period. Because there are layered "
":guilabel:`Group By` filters, the grouped leads are also color-coded to "
"identify whether they are *active* or *marked as lost*."
msgstr ""
"El reporte ahora muestra el conteo total de *leads de calidad* que cada "
"vendedor ha recibido en el periodo designado. Como hay varios filtros de "
":guilabel:`Agrupar por` , los leads agrupados también tienen un código de "
"color para identificar si están *activos* o si se *marcaron como perdidos*."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216
msgid ""
"To save this search for later, click the :guilabel:`🔻(triangle pointed "
"down)` icon next to the :guilabel:`Search...` bar to open the drop-down "
"menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current"
" search`."
msgstr ""
"Para guardar esta búsqueda para después, haga clic en el icono de "
":guilabel:`🔻(triángulo apuntando hacia abajo)` que se encuentra a un lado de"
" la barra :guilabel:`Buscar...` para abrir el menú desplegable. En el "
"encabezado de :guilabel:`Favoritos` haga clic en :guilabel:`Guardar búsqueda"
" actual`."
#: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220
msgid ""
"In the drop-down menu, rename the report from the default `Pipeline` label "
"to `Quality Leads`, and click :guilabel:`Save`."
msgstr ""
"En el menú desplegable, cambie el nombre del reporte de `Flujo` a `Leads de "
"calidad` y después haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:3
msgid "Resellers"
msgstr "Distribuidores"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:5
msgid ""
"Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). "
"Leads can be manually assigned, or automatically assigned, based on the "
"resellers' designated *level* and location."
msgstr ""
"En la aplicación *CRM* de Odoo es posible enviar los leads a distribuidores "
"(o contactos), además de que se pueden asignar de forma manual o automática "
"según el *nivel* designado de los distribuidores y su ubicación."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:11
msgid ""
"To utilize the reseller features, the *Resellers* module first needs to be "
"installed. Navigate to the :menuselection:`Apps application`, and remove the"
" :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search "
"for `Resellers`."
msgstr ""
"Primero debe instalar el módulo *Distribuidores* para utilizar las funciones"
" de distribuidor. Vaya a :menuselection:`Aplicaciones`, elimine el filtro "
":guilabel:`Aplicaciones` de la :guilabel:`barra de búsqueda` y luego busque "
"`Distribuidores`."
#: ../../content/applications/sales/crm/track_leads/resellers.rst-1
msgid "The resellers module in Odoo."
msgstr "El módulo de distribuidores en Odoo."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:19
msgid ""
"Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that "
"appears. Doing so installs the module, and returns to the main Odoo "
"dashboard."
msgstr ""
"Haga clic en el botón :guilabel:`Activar` de la tarjeta del módulo "
":guilabel:`Distribuidores`. Esta acción instala el módulo y vuelve al "
"tablero principal de Odoo."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:22
msgid ""
"After the module is installed, navigate to the :menuselection:`CRM app`. "
"Under the :menuselection:`Configuration` menu is a new section, titled "
":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner "
"Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`."
msgstr ""
"Vaya a :menuselection:`CRM` después de instalar el módulo. En el menú "
":menuselection:`Configuración` hay una nueva sección titulada "
":guilabel:`Distribuidores` con otras tres opciones: :guilabel:`Niveles de "
"contacto`, :guilabel:`Activaciones de contacto` y :guilabel:`Planes de "
"comisión`."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:30
msgid "Partner levels"
msgstr "Niveles de contacto"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:32
msgid ""
"Partner *levels* are used to differentiate between various resellers. To "
"view the partner levels, navigate to :menuselection:`CRM app --> "
"Configuration --> Resellers: Partner Levels`."
msgstr ""
"Los *niveles* de contacto se utilizan para diferenciar a los distribuidores."
" Para ver estos niveles, vaya a :menuselection:`CRM --> Configuración --> "
"Distribuidores: Niveles de contacto`."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:35
msgid ""
"On the :guilabel:`Partner Levels` page that appears, there are three default"
" levels:"
msgstr ""
"Hay tres niveles predeterminados en la página de :guilabel:`Niveles de "
"contactos`:"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:37
msgid ":guilabel:`Gold`"
msgstr ":guilabel:`Dorado`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:38
msgid ":guilabel:`Silver`"
msgstr ":guilabel:`Plateado`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:39
msgid ":guilabel:`Bronze`"
msgstr ":guilabel:`Bronce`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:41
msgid ""
"New levels can be added, as needed, by clicking :guilabel:`New`, and filling"
" out the resulting level form."
msgstr ""
"Es posible agregar tantos niveles como sea necesario al hacer clic en "
":guilabel:`Nuevo` y completar el formulario correspondiente."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:44
msgid ""
"Existing levels can also be edited and renamed, if desired, as well. To "
"modify a level, select it from the list, and proceed to make any desired "
"changes from the level form page that appears."
msgstr ""
"También es posible editar y renombrar los niveles existentes si así lo "
"desea. Para modificar un nivel, selecciónelo de la lista y haga los cambios "
"deseados en la página del formulario de nivel que aparece."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:47
msgid ""
"Level weight is used to decide the probability a partner to be assigned a "
"lead or opportunity. On the level form, assign a numerical value (greater "
"than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no "
"leads are assigned."
msgstr ""
"El nivel se utiliza para decidir la probabilidad de asignar una oportunidad "
"o lead a un contacto. En el formulario de nivel deberá asignar un valor "
"numérico (mayor que cero) al campo :guilabel:`Nivel de peso` y no se asignan"
" oportunidades en caso de que sea cero."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:52
msgid ""
"*Level Weight* can be assigned on an individual contact record. The weight "
"assigned on the individual record overwrites the default weight assigned on "
"the level configuration form."
msgstr ""
"Este *nivel* puede asignarse en cada registro de contacto. El peso asignado "
"sobrescribe el peso predeterminado asignado en el formulario "
"correspondiente."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:58
msgid "Partner activations"
msgstr "Activaciones de contactos"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:60
msgid ""
"Partner *activations* are used to identify the status of a partner. "
"Activations are assigned on an individual contact record, and can be used to"
" group or filter the *Partnership Analysis* report (:menuselection:`CRM app "
"--> Reporting --> Partnerships`)."
msgstr ""
"Las *activaciones* de contactos se utilizan para identificar su estado y "
"estas se asignan en el registro de cada contacto. Puede utilizarlas para "
"agrupar o filtrar el reporte de *análisis de asociación* "
"(:menuselection:`CRM --> Reportes --> Asociaciones`)."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:64
msgid ""
"To view the partner levels, navigate to :menuselection:`CRM app --> "
"Configuration --> Partner Activations`."
msgstr ""
"Vaya a :menuselection:`CRM --> Configuración --> Activaciones de contacto` "
"para ver los niveles."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:67
msgid "Three activation types are created by default in the *CRM* app:"
msgstr ""
"En la aplicación *CRM* se crean tres tipos de activación de forma "
"predeterminada:"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:69
msgid ":guilabel:`Fully Operational`"
msgstr ":guilabel:`Totalmente operativo`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:70
msgid ":guilabel:`Ramp-up`"
msgstr ":guilabel:`En escalamiento`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:71
msgid ":guilabel:`First Contact`"
msgstr ":guilabel:`Primer contacto`"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:73
msgid ""
"New partner activations can be added, as needed, by clicking "
":guilabel:`New`, and entering a :guilabel:`Name` on the new line that "
"appears. Then, select the desired status in the :guilabel:`Active` column."
msgstr ""
"Es posible agregar nuevas activaciones de contacto según sea necesario al "
"hacer clic en el botón :guilabel:`Nuevo`, después escriba el "
":guilabel:`nombre` en la nueva línea que aparece y seleccione el estado "
"deseado en la columna :guilabel:`Activo`."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:77
msgid ""
"Existing partner activations can also be edited and renamed, if desired. To "
"rename a status, click the :guilabel:`Name` field of a desired level, and "
"enter a new name."
msgstr ""
"También es posible editar y renombrar las activaciones de contacto "
"existentes en caso de que así lo desee. Para renombrar un estado, haga clic "
"en el campo :guilabel:`Nombre` del nivel correspondiente y escriba el nuevo "
"nombre."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:80
msgid ""
"To change the active status of an activation, slide the toggle in the "
":guilabel:`Active` column of the desired activation to the *inactive* "
"position."
msgstr ""
"Para cambiar el estado de una activación, haga clic en el botón de la "
"columna :guilabel:`Activo` a la posición *inactivo*."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:87
msgid "The list of default partner activations in the CRM app."
msgstr ""
"La lista predeterminada de activaciones de contactos en la aplicación CRM."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:87
msgid ""
"The list of default Partner Activations in the CRM app. The toggle for First"
" Contact is in the inactive position, while the rest are active."
msgstr ""
"La lista predeterminada de activaciones de contactos en la aplicación CRM. "
"El botón de Primer contacto está inactivo y los demás están activos."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:91
msgid "Partner assignments"
msgstr "Asignaciones de contacto"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:93
msgid ""
"After :ref:`partner levels <crm/partner-levels>` and :ref:`partner "
"activations <crm/partner-activations>` configured."
msgstr ""
"Después de configurar los :ref:`niveles <crm/partner-levels>` y "
":ref:`activaciones <crm/partner-activations>` de contactos."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:96
msgid ""
"To update an individual partner record, navigate to :menuselection:`CRM app "
"--> Sales --> Customers`, and click the Kanban card for the desired partner "
"to open the customer record."
msgstr ""
"Vaya a :menuselection:`CRM --> Ventas --> Clientes` para actualizar el "
"registro de un contacto. Haga clic en la tarjeta de kanban correspondiente "
"para abrir el registro del cliente."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:99
msgid "On the customer record, click the :guilabel:`Partner Assignment` tab."
msgstr ""
"Haga clic en la pestaña :guilabel:`Asignación de contacto` del registro del "
"cliente."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:101
msgid ""
"Click the :guilabel:`Partner Level` field, and select an option from the "
"drop-down menu to assign a level. Click the :guilabel:`Activation` field, "
"and select a partner activation type from the drop-down list, if desired. "
"Then, click the :guilabel:`Level Weight` field to assign a different level "
"weight, if necessary."
msgstr ""
"Haga clic en el campo :guilabel:`Nivel del contacto` y seleccione una opción"
" del menú desplegable para asignar un nivel. Si lo desea, después haga clic "
"en el campo :guilabel:`Activación` para seleccionar un tipo de activación de"
" contacto en la lista desplegable. Haga clic en el campo :guilabel:`Nivel de"
" peso` para asignar uno distinto en caso de que sea necesario."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:107
msgid "Publish partners"
msgstr "Publicar contactos"
#: ../../content/applications/sales/crm/track_leads/resellers.rst:109
msgid ""
"With the Odoo *Website* and *Resellers* apps installed, a new webpage "
"(`/partners`) is created to display a list of all active partners from the "
"*CRM* app."
msgstr ""
"Si las aplicaciones *Sitio web* y *Distribuidores* están instaladas se "
"creará una nueva página web (`/partners`) con una lista de todos los "
"contactos activos de la aplicación *CRM*."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:112
msgid ""
"Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click "
"the Kanban card for a partner. From that partner's contact form, click the "
":guilabel:`Go to Website` smart button at the top of the page to open that "
"partner's webpage."
msgstr ""
"Regrese a :menuselection:`CRM --> Ventas --> Clientes` y haga clic en la "
"tarjeta de kanban de un contacto. Una vez en el formulario correspondiente, "
"haga clic en el botón inteligente :guilabel:`Ir al sitio web` que se "
"encuentra en la parte superior de la página para abrir la página web del "
"contacto."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:116
msgid ""
"Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and "
"use the :doc:`building blocks "
"<../../../websites/website/web_design/building_blocks>` to add any "
"additional design elements, or information about the partner."
msgstr ""
"Después haga clic en :guilabel:`Editar` en la esquina superior derecha de la"
" página web del contacto y use los :doc:`bloques de creación "
"<../../../websites/website/web_design/building_blocks>` para agregar "
"cualquier elemento de diseño o información adicional."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:121
msgid "A company summary is a useful addition to this page."
msgstr "Sería útil agregar un resumen de la empresa a esta página."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:123
msgid ""
"After making any necessary changes to the page, click :guilabel:`Save`. At "
"the top of the page, slide the :guilabel:`Unpublished` toggle to the active,"
" :guilabel:`Published` position, if needed."
msgstr ""
"Haga clic en :guilabel:`Guardar` después de realizar los cambios necesarios "
"en la página. Presione el botón :guilabel:`Sin publicar` ubicado en la parte"
" superior de la página para que cambie a :guilabel:`Publicado` en caso de "
"que sea necesario."
#: ../../content/applications/sales/crm/track_leads/resellers.rst:126
msgid "Repeat these steps for all partners."
msgstr "Repita estos pasos para todos los contactos."
#: ../../content/applications/sales/crm/track_leads/resellers.rst-1
msgid ""
"An example of the partners webpage, displaying available partners by level "
"and location."
msgstr ""
"Un ejemplo de la página de contactos, los disponibles aparecen por nivel y "
"ubicación."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3
msgid "Unattended leads report"
msgstr "Reportes de leads sin atender"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5
msgid ""
"*Unattended leads* are leads that have scheduled activities that are either "
"due or past due. Whenever an activity is scheduled, Odoo tracks the due "
"date, and sends email reminders to the users the activity is assigned to."
msgstr ""
"*Los leads sin atender* son leads que tienen actividades programadas que se "
"deben hacer pronto o que ya no se hicieron a tiempo. Siempre que se programe"
" una actividad, Odoo rastrea la fecha final y envía correos de recordatorios"
" a los usuarios a los que se les asignó la actividad."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9
msgid ""
"An *unattended leads report* compiles all active leads in the pipeline with "
"due or past due activities, allowing a sales manager to identify which "
"opportunities require immediate attention."
msgstr ""
"Un *reporte de leads sin atender* junta todos los leads activos en el flujo "
"que tienen actividades que se deben hacer pronto o que ya no se hicieron a "
"tiempo, lo cual permite que el gerente de ventas identifique cuáles "
"oportunidades requieren atención inmediata."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12
msgid ""
"By pulling a daily unattended leads report, sales managers can remind their "
"teams to address outstanding activities before they become past due, helping"
" avoid neglected leads and reinforcing proactive behaviors in their "
"salespeople."
msgstr ""
"Al realizar un reporte de leads sin atender cada día, los gerentes de ventas"
" pueden recordarle a sus equipos que tienen que realizar sus actividades "
"pendientes antes de que pase la fecha límite. De esta forma evitará que se "
"olviden leads y fomentará una actitud proactiva de parte de sus vendedores."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18
msgid ""
"A sales manager starts their day by pulling an unattended leads report, and "
"upon switching to list view, they see the following:"
msgstr ""
"Un gerente de ventas empieza el día viendo el reporte de leads sin atender y"
" verá lo siguiente al cambiar a la vista de lista:"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
msgid ""
"List view of a sample Unattended Leads report with the activities "
"emphasized."
msgstr ""
"Vista de lista de un reporte de Leads sin atender con las actividades "
"resaltadas."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25
msgid ""
"Their team member, Mitchell, has two leads in the *Proposition* stage with "
"activities that are due."
msgstr ""
"Mitchell, uno de los miembros del equipo, tiene dos leads en la etapa "
"*propuesta* y debe hacer algunas actividades."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28
msgid ""
"The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space`"
" lead has a phone call activity scheduled for today. The red :guilabel:`✉️ "
"(envelope)` icon indicates that the `5 VP Chairs` lead has an email activity"
" scheduled that is past due."
msgstr ""
"El icono amarillo :guilabel:`📞 (teléfono)` indica que el lead `Espacio "
"abierto moderno` tiene una actividad de llamada programada para hoy. El "
"icono rojo :guilabel:`✉️ (sobre)` indica que el lead `5 VP Chairs` (5 "
"sillas) tiene una actividad de correo electrónico programada que ya venció."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32
msgid ""
"Clicking on the `5 VP Chairs` lead, the sales manager opens the record of "
"the lead and reviews the chatter. They see that the email was scheduled to "
"be sent two days ago, but Mitchell never marked this activity as done."
msgstr ""
"El gerente hace clic en el lead `5 VP Chairs` (5 sillas) para ver el "
"registro del lead y ver el chatter. Pueden ver que un correo electrónico se "
"programó para enviarse hace 2 días, pero Mitchell nunca marcó la actividad "
"como hecha."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1
msgid "Example of overdue activities notification in the chatter of a lead."
msgstr ""
"Ejemplo de una notificación de actividad retrasada en el chatter de un lead."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41
msgid ""
"In order to pull a unattended leads report, sales teams **must** be "
"regularly utilizing activity in the *CRM* pipeline, on individual lead and "
"opportunity cards."
msgstr ""
"Para poder generar un reporte de leads sin atender, el equipo de ventas "
"**debe** utilizar la actividad en el flujo de *CRM* de forma regular, en "
"tarjetas de leads y oportunidades diferentes."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44
msgid ""
"It is **not** possible to compile a complete report if the sales people are "
"not using the *Activities* feature in the *chatter*"
msgstr ""
"**No** es posible recopilar un reporte completo si las personas de ventas no"
" están utilizando la función *Actividades* en el *chatter*"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47
msgid ""
"For more information, refer to :doc:`Activities "
"<../../../essentials/activities>`"
msgstr ""
"Para más información consulte :doc:`Actividades "
"<../../../essentials/activities>`"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50
msgid "Create an unattended leads report"
msgstr "Crear un reporte de leads sin atender"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52
msgid ""
"To create an unattended leads report, first navigate to :menuselection:`CRM "
"app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` "
"dashboard. Click into the :guilabel:`Search...` bar at the top of the page, "
"and remove all of the default filters."
msgstr ""
"Para crear un reporte de leads sin atender, vaya primero a "
":menuselection:`la aplicación CRM --> Reportes --> Flujo` para abrir el "
"tablero :guilabel:`Análisis de flujo`. Haga clic en la barra "
":guilabel:`Búsqueda...` en la parte superior de la página para eliminar "
"todos los filtros predeterminados."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57
msgid ""
"The :guilabel:`Created on` filter can remain active, as this variable may be"
" useful to include in the report."
msgstr ""
"El filtro :guilabel:`Creado el` puede mantenerse activo, ya que puede ser "
"util incluir esta variante en el reporte."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60
msgid ""
"Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed "
"down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
"down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click "
":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` "
"pop-up window."
msgstr ""
"Para agregar filtros personalizados haga clic en el icono "
":guilabel:`🔻(triángulo apuntando hacia abajo)` ubicado a la derecha de la "
":guilabel:`barra de búsqueda`, esta acción abrirá el menú desplegable que "
"incluye las columnas :guilabel:`Filtros`, :guilabel:`Agrupar por` y "
":guilabel:`Favoritos`. En la columna :guilabel:`Filtros`, haga clic en "
":guilabel:`Agregar filtro personalizado` para abrir la ventana emergente "
":guilabel:`Agregar filtro personalizado`."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70
msgid ""
"In order to generate an unattended leads report, filters need to be created "
"for the following conditions:"
msgstr ""
"Para poder generar un reporte de leads sin atender, debe crear filtros para "
"seguir las siguientes condiciones:"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73
msgid ""
":ref:`Past due activities <unattended_leads_report/past-due>`: limits the "
"results to only include leads with an assigned activity where the due date "
"has past. This can be altered to include activities due to occur on the date"
" the report is generated as well."
msgstr ""
":ref:`Actividades pasadas por realizar <unattended_leads_report/past-due>`: "
"limita los resultados para que solo incluya leads que tengan actividades "
"asignadas de las que ya pasó la fecha límite. Esto se puede modificar para "
"incluir actividades faltantes que deban ocurrir en la fecha en la que el "
"reporte también se genera."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76
msgid ""
":ref:`Unassigned leads <unattended_leads_report/exclude-unassigned>`: "
"excludes leads without an assigned salesperson."
msgstr ""
":ref:`Leads no asignados <unattended_leads_report/exclude-unassigned>`: "
"excluye leads que no se le han asignado a una persona del equipo de ventas."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78
msgid ""
":ref:`Specific sales teams <unattended_leads_report/sales-team>`: limits "
"results to only include leads assigned to one or more sales teams. This "
"filter is optional and should not be included if the report is intended for "
"the entire company."
msgstr ""
":ref:`Equipos de venta específicos <unattended_leads_report/sales-team>`: "
"limita los resultados para que solo incluyan leads asignados a uno o más "
"equipos de ventas. Este filtro es opcional, no lo incluya si el reporte está"
" dirigido a toda la empresa."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85
msgid "Add filter for past due activities"
msgstr "Agregar un filtro para actividades pendientes pasadas"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87
msgid ""
"Click the first field for the new rule, and type `Activities` in the "
":guilabel:`Search...` bar, or scroll to search through the list to locate "
"it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater "
"than sign)` to open a new drop-down menu with secondary conditions."
msgstr ""
"Haga clic en el primer campo para la nueva regla y escriba `Actividades` en "
"la barra :guilabel:`Buscar...` o deslícese hacia abajo para buscar por la "
"lista. Después, a un lado de :guilabel:`Actividades` haga clic en "
":guilabel:`> (signo de mayor que)` para abrir un menú desplegable con "
"condiciones secundarias."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91
msgid ""
"Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search "
"through the list. Click :guilabel:`Due Date` to add it to the rule."
msgstr ""
"Escriba `Fecha de vencimiento` en la barra :guilabel:`Buscar...` o deslícese"
" hacia abajo para buscar por la lista. Haga clic en :guilabel:`Fecha de "
"vencimiento` para agregarla a la regla."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0
msgid ""
"Custom filter pop-up with emphasis on the options for activities and due "
"date."
msgstr ""
"Filtro emergente personalizado en el que se resalta las opciones para "
"actividades y fecha de vencimiento."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98
msgid ""
"Then, click into then next field and select :guilabel:`<=` from the drop-"
"down menu. Selecting this operator includes all activities with a due date "
"up to, and including, the date selected in the next field."
msgstr ""
"Después, haga clic en el siguiente campo y seleccione :guilabel:`<=` del "
"menú desplegable. Seleccione este operador para incluir todas las "
"actividades con una fecha de vencimiento, incluyendo y hasta la fecha que se"
" seleccione en el siguiente campo."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102
msgid "The third field can be left as today's date, or adjusted as needed."
msgstr ""
"En el tercer campo se puede dejar la fecha de hoy o se puede ajustar como se"
" necesite."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109
msgid ""
"After filtering for activities, add a :guilabel:`New Rule`. Then, click into"
" the first field for the new rule, and type `Salesperson` in the "
":guilabel:`Search...` bar, or scroll to search through the list to locate "
"it."
msgstr ""
"Después de filtrar por actividades, agregue una :guilabel:`Nueva regla`. "
"Haga clic en el primer campo de la nueva regla y escriba `Vendedor` en la "
"barra :guilabel:`Buscar...` o deslícese por la lista para encontrarlo."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119
msgid "Add a Sales team"
msgstr "Agregar un equipo de ventas"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122
msgid ""
"This filter is optional. To view results for the entire company, do **not** "
"add this filter, and continue to :ref:`View results "
"<unattended_leads_report/view-results>`"
msgstr ""
"Este filtro es opcional. Para ver los resultados de toda la empresa, **no** "
"añada este filtro y continúe en :ref:`Ver resultados "
"<unattended_leads_report/view-results>`."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140
msgid ""
"An example of the **Add Custom Filter** pop-up window with all of the rules "
"configured."
msgstr ""
"Un ejemplo de una ventana emergente para **agregar un filtro personalizado**"
" con todas las reglas configuradas."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156
msgid ""
"After the filters are configured, click :guilabel:`Add`. The resulting "
"report displays all leads assigned to a salesperson where an activity is "
"past due, or is due on the current date. The default display is a bar graph,"
" where the leads are grouped by *stage*."
msgstr ""
"Después de que se configuren todos los filtros, haga clic en "
":guilabel:`Agregar`. El reporte resultante mostrará todos los leads "
"asignados a una persona de ventas donde una actividad ya venció, o vencerá "
"en la fecha de hoy. El modo de visualización predeterminado es un gráfico de"
" barras, donde los leads se agrupan por *etapa*."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160
msgid ""
"To group the results by salesperson, click the :guilabel:`🔻(triangle pointed"
" down)` icon to the right of the :guilabel:`Search...` bar to open the drop-"
"down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and "
":guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, "
"select :guilabel:`Salesperson`."
msgstr ""
"Para agrupar los resultados por vendedor, haga clic en el icono "
":guilabel:`🔻(triángulo apuntando hacia abajo)` situado a la derecha de la "
"barra :guilabel:`Buscar...` para abrir el menú desplegable que contiene las "
"columnas :guilabel:`Filtros`, :guilabel:`Agrupar por` y "
":guilabel:`Favoritos`. En el encabezado :guilabel:`Agrupar por` seleccione "
"una :guilabel:`persona de ventas`."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166
msgid ""
"The option to group by :guilabel:`Sales Team` is also available under the "
":guilabel:`Group By` heading."
msgstr ""
"La opción para agrupar por :guilabel:`Equipos de ventas` también está "
"disponible en el encabezado :guilabel:`Agrupar por`."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169
msgid ""
"To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-"
"right corner of the screen."
msgstr ""
"Para cambiar a una vista de *lista*, haga clic en el icono :guilabel:`≣ "
"(lista)` en la esquina superior derecha de la pantalla."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173
msgid ""
"Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional "
"columns that can be added to the report."
msgstr ""
"Al hacer clic en el :guilabel:`icono (toggle)` se abrirá un menú desplegable"
" de columnas adicionales que se pueden agregar al reporte."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176
msgid "Some options that are beneficial for this report include:"
msgstr "Algunas de las opciones que pueden beneficiar al reporte incluyen:"
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178
msgid ""
":guilabel:`Activities`: the summary of the latest activity for this lead."
msgstr ""
":guilabel:`Actividades`: el resumen de las actividades más recientes para "
"este lead."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179
msgid ""
":guilabel:`Expected Closing`: the estimated date on which the lead will be "
"won."
msgstr ""
":guilabel:`Cierre esperado`: la fecha estimada en la que se ganará el lead."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180
msgid ":guilabel:`Probability`: estimated success rate based on the stage."
msgstr ":guilabel:`Probabilidad`: tasa estimada de éxito según la etapa."
#: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187
msgid ":doc:`Activities <../../../essentials/activities>`"
msgstr ":doc:`Actividades <../../../essentials/activities>`"
#: ../../content/applications/sales/members.rst:5
msgid "Members"
msgstr "Miembros"
#: ../../content/applications/sales/members.rst:7
msgid ""
"The *Members* application is where all operations related to memberships can"
" be configured and managed. The *Members* app integrates with the *Sales* "
"and *Accounting* applications to sell and invoice memberships directly to "
"customers."
msgstr ""
"La aplicación *Miembros* es donde puede configurar y gestionar todas las "
"operaciones relacionadas a membresías. La aplicación *Miembros* integra las "
"aplicaciones *Ventas* y *Contabilidad* para vender y facturar las membresías"
" directamente a los clientes."
#: ../../content/applications/sales/members.rst:12
msgid "Membership products"
msgstr "Productos para afiliaciones"
#: ../../content/applications/sales/members.rst:14
msgid ""
"To create a new membership product, navigate to :menuselection:`Members app "
"--> Configuration --> Membership Products`, and click :guilabel:`New` to "
"open a blank product record."
msgstr ""
"Vaya a :menuselection:`Miembros --> Configuración --> Productos de "
"membresía` para crear un nuevo producto de membresía y haga clic en "
":guilabel:`Nuevo` para abrir un registro de producto vacío."
#: ../../content/applications/sales/members.rst:17
msgid ""
"Complete the blank form with the necessary information, including the "
":guilabel:`Membership Duration`."
msgstr ""
"Complete el formulario en blanco con la información necesaria, incluyendo la"
" :guilabel:`Duración de la membresía`."
#: ../../content/applications/sales/members.rst:21
msgid ""
"Membership products require a start and end date, as they are used to "
"determine :ref:`membership status <sales/membership-status>`. Membership "
"products can be sold *before* their active start date."
msgstr ""
"Los productos de membresía requieren una fecha de inicio y una de fin, ya "
"que se usan para determinar el :ref:`estado de la membresía "
"<sales/membership-status>`. Los productos de membresía se pueden vender "
"*antes* de la fecha de inicio activa."
#: ../../content/applications/sales/members.rst-1
msgid "A new membership product in the members app."
msgstr "Un nuevo producto de membresía en la aplicación Miembros."
#: ../../content/applications/sales/members.rst:29
msgid ""
"Membership products can be added to a sales order, and invoiced as regular "
"products or subscriptions."
msgstr ""
"Los productos de membresía se pueden agregar a una orden de venta y se "
"pueden facturar como productos o suscripciones normales."
#: ../../content/applications/sales/members.rst:33
msgid "Activate a membership"
msgstr "Activar una membresía"
#: ../../content/applications/sales/members.rst:35
msgid ""
"To activate a membership from the *Contacts* application, navigate to "
":menuselection:`Contacts app`, and click on a contact to open that specific "
"contact's detail form."
msgstr ""
"Vaya a :menuselection:`Contactos` para activar una membresía desde esta "
"aplicación y haga clic en un contacto para abrir su formulario de detalles."
#: ../../content/applications/sales/members.rst:38
msgid ""
"From the resulting contact form, open the :guilabel:`Membership` tab, and "
"click :guilabel:`Buy Membership`."
msgstr ""
"En el formulario de contacto resultante, abra la pestaña "
":guilabel:`Membresía` y haga clic en :guilabel:`Comprar membresía`."
#: ../../content/applications/sales/members.rst:41
msgid ""
"On the :guilabel:`Join Membership` pop-up window that appears, select a "
":guilabel:`Membership` from the drop-down menu. Then, configure a "
":guilabel:`Member Price`."
msgstr ""
"Aparecerá una ventana emergente :guilabel:`Unirse a la membresía` donde "
"tendrá que seleccionar una :guilabel:`Membresía` desde el menú desplegable. "
"Después, configure un :guilabel:`Precio de membresía`."
#: ../../content/applications/sales/members.rst:44
msgid ""
"Click :guilabel:`Invoice Membership` when both fields are filled in. Doing "
"so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be "
"confirmed and completed."
msgstr ""
"Haga clic en :guilabel:`Facturar membresía` una vez que haya llenado ambos "
"campos. Al hacerlo se mostrará la página de :guilabel:`Facturas de "
"membresías`, donde podrá completar y confirmar las facturas."
#: ../../content/applications/sales/members.rst:47
msgid ""
"Alternatively, to offer a free membership, tick the :guilabel:`Free Member` "
"checkbox, in the :guilabel:`Membership` tab of a contact form."
msgstr ""
"Como alternativa, puede seleccionar la casilla :guilabel:`Miembro gratuito` "
"en la pestaña :guilabel:`Membresía` de un formulario de contacto para "
"ofrecerle una membresía gratuita."
#: ../../content/applications/sales/members.rst:53
msgid "Membership status"
msgstr "Estado de la membresía"
#: ../../content/applications/sales/members.rst:55
msgid ""
"The :guilabel:`Current Membership Status` is listed on the "
":guilabel:`Membership` tab of each contact record:"
msgstr ""
"El :guilabel:`Estado actual de la membresía` se muestra en la pestaña "
":guilabel:`Membresía` de cada registro de contacto:"
#: ../../content/applications/sales/members.rst:58
msgid ""
":guilabel:`Non Member`: a partner who has **not** applied for membership."
msgstr ""
":guilabel:`No es miembro`: un contacto que **no** ha comprado una membresía."
#: ../../content/applications/sales/members.rst:59
msgid ""
":guilabel:`Cancelled Member`: a member who has cancelled their membership."
msgstr ":guilabel:`Miembro cancelado`: un miembro que canceló su membresía."
#: ../../content/applications/sales/members.rst:60
msgid ":guilabel:`Old Member`: a member whose membership end date has passed."
msgstr ""
":guilabel:`Miembro antiguo`: un miembro cuya fecha final de la membresía ya "
"pasó."
#: ../../content/applications/sales/members.rst:61
msgid ""
":guilabel:`Waiting Member`: a member who has applied for membership, but "
"whose invoice has not yet been created."
msgstr ""
":guilabel:`Miembro en espera`: un miembro que ya aplicó para la membresía, "
"pero cuya factura no se ha creado."
#: ../../content/applications/sales/members.rst:63
msgid ""
":guilabel:`Invoiced Member`: a member whose invoice has been created, but "
"has not been paid."
msgstr ""
":guilabel:`Miembro facturado`: un miembro cuya factura se creí, pero no se "
"ha pagado."
#: ../../content/applications/sales/members.rst:64
msgid ":guilabel:`Paid Member`: a member who has paid the membership fee."
msgstr ":guilabel:`Miembro pagado`: un miembro que ya pagó su membresía."
#: ../../content/applications/sales/members.rst:67
msgid "Publish members directory"
msgstr "Publicar el directorio de miembros"
#: ../../content/applications/sales/members.rst:69
msgid ""
"To publish a list of active members on the website, the *Online Members "
"Directory* application must first be :ref:`installed <general/install>`. "
"After installing the module, add the `/members` page to the website's menu "
"by :doc:`editing the website menu <../websites/website/pages/menus>`."
msgstr ""
"Primero debe :ref:`instalar <general/install>` la aplicación *Directorio de "
"miembros en línea* para poder publicar la lista de miembros activos en el "
"sitio web. Después de instalar el módulo, :doc:`edite el menú del sitio web "
"<../websites/website/pages/menus>` para agregar la página `/members`."
#: ../../content/applications/sales/members.rst-1
msgid "The Online Members directory module in Odoo."
msgstr "El módulo del directorio de miembros en línea en Odoo."
#: ../../content/applications/sales/members.rst:78
msgid "Publish individual members"
msgstr "Publicar miembros de forma individual"
#: ../../content/applications/sales/members.rst:80
msgid ""
"Return to :menuselection:`CRM app --> Sales --> Customers`, and click the "
"Kanban card for a member. From the resulting customer form that appears, "
"click the :guilabel:`Go to Website` smart button at the top of the page to "
"open the member's webpage."
msgstr ""
"Regrese a :menuselection:`CRM --> Ventas --> Clientes` y haga clic en la "
"tarjeta de kanban de un miembro. Una vez en el formulario correspondiente, "
"haga clic en el botón inteligente :guilabel:`Ir al sitio web` que se "
"encuentra en la parte superior de la página para abrir la página web del "
"miembro"
#: ../../content/applications/sales/members.rst:84
msgid ""
"Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of "
"editing tools. After making any necessary changes to the page, click "
":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` "
"toggle to the active, :guilabel:`Published` position."
msgstr ""
"Haga clic en el botón :icon:`fa-pencil` :guilabel:`Editar` para mostrar una "
"barra lateral de las herramientas de edición. Después de hacer los cambios "
"necesarios en la página, haga clic en :guilabel:`Guardar`. En la parte "
"superior de la página, deslice el activador :guilabel:`Sin publicar` a la "
"posición :guilabel:`Publicado`."
#: ../../content/applications/sales/members.rst:88
msgid "Repeat these steps for all desired members."
msgstr "Repita estos pasos para todos los miembros deseados."
#: ../../content/applications/sales/members/members_analysis.rst:3
msgid "Members analysis"
msgstr "Análisis de miembros"
#: ../../content/applications/sales/members/members_analysis.rst:9
msgid ""
"The *Members Analysis* report provides a detailed overview of all "
"memberships sold and managed within the *Members* application."
msgstr ""
"El reporte *análisis de miembros* brinda información detallada sobre todas "
"las membresías vendidas y gestionadas con la aplicación *Miembros*."
#: ../../content/applications/sales/members/members_analysis.rst:12
msgid ""
"To access the *Memberships Analysis* report, navigate to "
":menuselection:`Members app --> Reporting`."
msgstr ""
"Para acceder al reporte *análisis de membresías* vaya a :menuselection:`la "
"aplicación Miembros --> Reportes`."
#: ../../content/applications/sales/members/members_analysis.rst:15
msgid "Navigate the report"
msgstr "Explorar el reporte"
#: ../../content/applications/sales/members/members_analysis.rst:17
msgid ""
"The default *Members Analysis* report displays a bar chart, measuring the "
":guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue"
" Done`. The data is grouped by the assigned salesperson, then by the month "
"the membership begins."
msgstr ""
"El reporte predeterminado *Análisis de miembros* muestra una gráfica de "
"barras en la que se mide la :guilabel:`cantidad` de membresías en "
"comparación con las :guilabel:`ganancias obtenidas`. Los datos se agrupan "
"según la persona de ventas asignada y después por el mes en el que la "
"membresía empieza."
#: ../../content/applications/sales/members/members_analysis.rst-1
msgid "A sample of the members analysis report."
msgstr "Ejemplo del reporte de análisis de miembros."
#: ../../content/applications/sales/members/members_analysis.rst:25
msgid ""
"Additional :ref:`Group By <search/group>` options include the following:"
msgstr ""
"Las opciones adicionales para :ref:`agrupar por <search/group>` incluyen:"
#: ../../content/applications/sales/members/members_analysis.rst:27
msgid ""
":guilabel:`Salesperson`: the internal user in charge of the contact. This "
"information is managed in the *Salesperson* field on the *Sales & Purchase* "
"tab on the contact's record."
msgstr ""
":guilabel:`Vendedor`: el usuario interno a cargo del contacto. esta "
"información se gestiona en el campo *vendedor* de la pestaña *Ventas y "
"compra* del registro del contacto."
#: ../../content/applications/sales/members/members_analysis.rst:29
msgid ""
":guilabel:`Associated Partner`: the contact listed as the *Associated "
"Member* on the *Membership* tab on the contact's record."
msgstr ""
":guilabel:`Contacto asociado`: el contacto que aparece como *miembro "
"asociado* en la pestaña *Miembros* en el registro del contacto."
#: ../../content/applications/sales/members/members_analysis.rst:31
msgid ""
":guilabel:`Membership Product`: the type of membership assigned to a "
"contact. This includes both purchased memberships and free memberships."
msgstr ""
":guilabel:`Producto de membresía`: el tipo de membresía que se le asignará "
"al contacto. Esto incluye membresías compradas y membresías gratis."
#: ../../content/applications/sales/members/members_analysis.rst:33
msgid ":guilabel:`Current Membership State`: the status of the membership."
msgstr ":guilabel:`Estado actual de la membrasía`: el estado de la membresía."
#: ../../content/applications/sales/members/members_analysis.rst:34
msgid ""
":guilabel:`Company`: the company the membership is purchased through. This "
"option only appears in multi-company databases."
msgstr ""
":guilabel:`Empresa`: la empresa en la que se compró la membresía. Esta "
"opción solo aparece en bases de datos multiempresa."
#: ../../content/applications/sales/members/members_analysis.rst:36
msgid ":guilabel:`Month`: the month the membership began."
msgstr ":guilabel:`Mes`: el mes en el que la membresía empezó."
#: ../../content/applications/sales/members/members_analysis.rst:41
msgid ""
"Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph "
"view. Then, click the corresponding icon at the top of the report to switch "
"to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` "
":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`."
msgstr ""
"Haga clic en el icono :icon:`fa-area-chart` :guilabel:`(gráfico)` para "
"cambiar a la vista de gráfico. Haga clic en el icono correspondiente ubicado"
" en la parte superior del reporte para cambiar a un :icon:`fa-bar-chart` "
":guilabel:`(gráfico de barras)`, :icon:`fa-line-chart` :guilabel:`(gráfico "
"de líneas)` o un :icon:`fa-pie-chart` :guilabel:`(gráfico circular)`."
#: ../../content/applications/sales/members/members_analysis.rst:46
msgid "Click the |pivot| to change to the pivot view."
msgstr "Haga clic en |pivot| para cambiar a la vista de tabla dinámica."
#: ../../content/applications/sales/members/members_analysis.rst:54
msgid ":ref:`search/custom-filters`"
msgstr ":ref:`search/custom-filters`"
#: ../../content/applications/sales/members/members_analysis.rst:55
msgid ":ref:`search/favorites`"
msgstr ":ref:`search/favorites`"
#: ../../content/applications/sales/point_of_sale.rst:6
msgid "Point of Sale"
msgstr "Punto de venta"
#: ../../content/applications/sales/point_of_sale.rst:8
msgid ""
"With **Odoo Point of Sale**, run your shops and restaurants easily. The app "
"works on any device with a web browser, even if you are temporarily offline."
" Product moves are automatically registered in your stock, you get real-time"
" statistics, and your data is consolidated across all shops."
msgstr ""
"Con el **Punto de venta de Odoo** es fácil gestionar tus tiendas y "
"restaurantes. La aplicación funciona en cualquier aplicación que tenga un "
"navegador web, incluso si no está conectado a internet por un momento. Los "
"movimientos de inventario se registran de manera automática en sus "
"existencias, podrá ver estadísticas en tiempo real, y sus datos se "
"consolidan en todas las tiendas."
#: ../../content/applications/sales/point_of_sale.rst:13
msgid ""
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
"of-sale-28>`_"
msgstr ""
"`Tutoriales de Odoo: Tutoriales de punto de ventas "
"<https://www.odoo.com/slides/point-of-sale-28>`_"
#: ../../content/applications/sales/point_of_sale.rst:14
msgid ":doc:`IoT Boxes Documentations </applications/general/iot>`"
msgstr ":doc:`Documentación sobre las cajas IoT </applications/general/iot>`"
#: ../../content/applications/sales/point_of_sale.rst:19
msgid "Start a session"
msgstr "Iniciar una sesión"
#: ../../content/applications/sales/point_of_sale.rst:21
msgid ""
"From the **POS dashboard**, click :guilabel:`New Session`, and at the "
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
" already opened."
msgstr ""
"Desde el **tablero de punto de ventas** haga clic en :guilabel:`Nueva "
"sesión` y en la pantalla :guilabel:`Control de efectivo de apertura` haga "
"clic en :guilabel:`Abrir sesión` para iniciar una sesión en el PdV. También "
"puede hacer clic en :guilabel:`Continuar venta` si la sesión ya está "
"abierta."
#: ../../content/applications/sales/point_of_sale.rst:26
msgid ""
":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the "
"same session at the same time. However, the session can only be opened once "
"on the same browser."
msgstr ""
":doc:`Varios usuarios <point_of_sale/employee_login>` pueden trabajar en la "
"misma sesión al mismo tiempo, pero solo puede abrir la sesión una vez en el "
"mismo navegador."
#: ../../content/applications/sales/point_of_sale.rst:32
msgid "Sell products"
msgstr "Vender productos"
#: ../../content/applications/sales/point_of_sale.rst:34
msgid ""
"Click on products to add them to the cart. To change the **quantity**, click"
" :guilabel:`Qty` and enter the number of products using the keypad. To add a"
" **discount** or modify the product **price**, click respectively "
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
msgstr ""
"Haga clic en los productos para agregarlos al carrito. Para cambiar la "
"**cantidad**, haga clic en :guilabel:`Cant.` e ingrese el número de "
"productos con el teclado. Para agregar un **descuento** o modificar el "
"**precio** del producto, haga clic en :guilabel:`% de desc.` o en "
":guilabel:`precio` para ingresar la cantidad."
#: ../../content/applications/sales/point_of_sale.rst:38
msgid ""
"Once an order is completed, proceed to checkout by clicking "
":guilabel:`Payment`. Select the **payment method**, enter the received "
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
"on to the next customer."
msgstr ""
"Una vez que se complete una orden haga clic en :guilabel:`pago` para "
"proceder a la página de pago. Seleccione el **método de pago**, ingrese la "
"cantidad recibida y haga clic en :guilabel:`Validar`. Haga clic en "
":guilabel:`Nueva orden` para ir con el siguiente cliente."
#: ../../content/applications/sales/point_of_sale.rst-1
msgid "POS session interface."
msgstr "Interfaz de una sesión del punto de venta"
#: ../../content/applications/sales/point_of_sale.rst:46
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
msgstr "Como separador decimal, puede usar tanto `,` como `.`."
#: ../../content/applications/sales/point_of_sale.rst:47
msgid ""
"**Cash** is selected by default if you enter the amount without choosing a "
"payment method."
msgstr ""
"La opción **efectivo** se selecciona de manera automática si ingresa una "
"cantidad sin seleccionar un método de pago."
#: ../../content/applications/sales/point_of_sale.rst:50
msgid ""
"The system can only load a limited number of products for effective opening."
" Click :guilabel:`Search more` if the desired product is not loaded "
"automatically."
msgstr ""
"El sistema solo puede cargar un número limitado de productos para que la "
"aplicación abra sin dificultades. Haga clic en :guilabel:`Buscar más` si el "
"producto que necesita no aparece de forma automática."
#: ../../content/applications/sales/point_of_sale.rst:56
msgid "Set customers"
msgstr "Configurar clientes"
#: ../../content/applications/sales/point_of_sale.rst:58
msgid ""
"Registering your customer is necessary to :doc:`collect their loyalty points"
" and grant them rewards <point_of_sale/pricing/loyalty>`, automatically "
"apply the :doc:`attributed pricelist <point_of_sale/pricing/pricelists>`, or"
" :ref:`generate and print an invoice <receipts-invoices/invoices>`."
msgstr ""
"Es necesario registrar a su clienta para :doc:`poder juntar sus puntos de "
"lealtad y otorgarle recompensas <point_of_sale/pricing/loyalty>`, aplicar la"
" :doc:`lista de precios correcta <point_of_sale/pricing/pricelists>` de "
"manera apropiada, o :ref:`generar e imprimir una factura <receipts-"
"invoices/invoices>`."
#: ../../content/applications/sales/point_of_sale.rst:63
msgid ""
"You can create customers from an :ref:`open POS session <pos/session-start>`"
" by clicking :menuselection:`Customer --> Create`, and filling in the "
"contact information. You can also create customers from the backend by going"
" to :menuselection:`Point of Sale --> Orders --> Customers` and clicking "
":guilabel:`New`. Then, fill in the information and save."
msgstr ""
"Para crear clientes desde una :ref:`sesión del PdV abierta <pos/session-"
"start>` haga clic en :menuselection:`Cliente --> Crear`, e ingrese la "
"información de contacto. También puede crear clientes desde el backend, solo"
" debe ir a :menuselection:`Punto de venta --> Órdenes --> Clientes` y haga "
"clic en :guilabel:`Nuevo`. Llena la información de contacto y guarde los "
"cambios."
#: ../../content/applications/sales/point_of_sale.rst:68
msgid ""
"To set a customer during an order, access the list of customers by clicking "
":guilabel:`Customer` on the POS interface. You can also set a customer at "
"the payment screen by clicking :guilabel:`Customer`."
msgstr ""
"Para elegir al cliente durante una orden, en la interfaz del Punto de venta "
"haga clic en :guilabel:`Cliente`. También puede seleccionar al cliente en la"
" pantalla del pago, solo haga clic en :guilabel:`Cliente`."
#: ../../content/applications/sales/point_of_sale.rst:75
msgid "Customer notes"
msgstr "Notas del cliente"
#: ../../content/applications/sales/point_of_sale.rst:77
msgid ""
"You can add **customer notes** about specific products directly from an open"
" :ref:`POS session <pos/session-start>`. For instance, to provide cleaning "
"and maintenance tips. They can also be used to track a customer's particular"
" request, such as not wanting the product to be assembled for them."
msgstr ""
"Puede agregar **notas del cliente** sobre productos específicos desde una "
":ref:`sesión de punto de venta <pos/session-start>` abierta. Por ejemplo, "
"para dar consejos sobre limpieza y mantenimiento. También se puede usar para"
" rastrear solicitudes específicas de los clientes, por ejemplo, es posible "
"que no quieran que ensamblemos un producto por ellos."
#: ../../content/applications/sales/point_of_sale.rst:81
msgid ""
"To do so, select a product and click :guilabel:`Customer Note` on the pad. "
"Doing so opens a pop-up window in which you can add or modify content for "
"the note."
msgstr ""
"Para hacerlo, seleccione un producto y haga clic en :guilabel:`Nota de "
"cliente`. Se abrirá una ventana emergente en la que podrá agregar una nota o"
" modificarla."
#: ../../content/applications/sales/point_of_sale.rst:85
msgid ""
"Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` "
"are displayed identically in the cart."
msgstr ""
"Las notas de un producto de una :doc:`orden de venta importada "
"<point_of_sale/shop/sales_order>` se muestran tal cual en el carrito."
#: ../../content/applications/sales/point_of_sale.rst-1
msgid ""
"Customer note button and notes (SO and POS session) on products in the cart"
msgstr ""
"Botón de notas del cliente y notas de los productos en los carritos del "
"cliente (orden de venta y sesión de punto de venta)"
#: ../../content/applications/sales/point_of_sale.rst:91
msgid ""
"Customer notes appear on customers' receipts and invoices similarly to how "
"they appear in the cart, under the related product."
msgstr ""
"Las notas de los clientes también aparecen en los recibos y en las facturas,"
" como aparecen en el carrito abajo de producto relacionado."
#: ../../content/applications/sales/point_of_sale.rst-1
msgid ""
"Customer receipt with notes from an SO and from the customer note feature"
msgstr ""
"Recibo para el cliente con notas de la orden de venta y de la función de "
"nota del cliente"
#: ../../content/applications/sales/point_of_sale.rst:100
msgid "Return and refund products"
msgstr "Regresar y reembolsar productos"
#: ../../content/applications/sales/point_of_sale.rst:102
msgid "To return and refund a product,"
msgstr "Para regresar o reembolsar un producto,"
#: ../../content/applications/sales/point_of_sale.rst:104
msgid ":ref:`start a session <pos/session-start>` from the **POS dashboard**;"
msgstr ""
":ref:`inicie una sesión <pos/session-start>` desde el **tablero del PdV**;"
#: ../../content/applications/sales/point_of_sale.rst:105
msgid "click :guilabel:`Refund` and select the corresponding order;"
msgstr ""
"haga clic en :guilabel:`Reembolsar` y seleccione una orden correspondiente;"
#: ../../content/applications/sales/point_of_sale.rst:106
msgid "select the product and the quantity to refund using the keypad;"
msgstr "seleccione el producto y la cantidad a reembolsar con el teclado;"
#: ../../content/applications/sales/point_of_sale.rst:107
msgid "click :guilabel:`Refund` to go back to the previous screen;"
msgstr ""
"haga clic en :guilabel:`Reembolso` para regresar a la ventana anterior;"
#: ../../content/applications/sales/point_of_sale.rst:108
msgid ""
"once the order is completed, click :guilabel:`Payment` to proceed to the "
"refund;"
msgstr ""
"una vez que complete la orden, haga clic en :guilabel:`Pago` para avanzar al"
" reembolso;"
#: ../../content/applications/sales/point_of_sale.rst:109
msgid ""
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
"customer."
msgstr ""
"haga clic en :guilabel:`Validar` y en :guilabel:`Nueva orden` para seguir "
"con el siguiente cliente."
#: ../../content/applications/sales/point_of_sale.rst-1
msgid "refund view from a POS"
msgstr "vista de reembolso desde el PdV."
#: ../../content/applications/sales/point_of_sale.rst:115
msgid ""
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
msgstr ""
"Con la barra de búsqueda puede filtrar la **lista de órdenes** por "
":guilabel:`Número de recibo`, :guilabel:`Fecha` o :guilabel:`Cliente`."
#: ../../content/applications/sales/point_of_sale.rst:117
msgid ""
"You can also refund a product by selecting the returned product from an open"
" session, and setting a negative quantity that equals the number of returned"
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
"the quantity of returned products."
msgstr ""
"Otra forma de reembolsar un producto es seleccionar el producto que se "
"regresó desde una sesión abierta y ponga una cantidad negativa que sea igual"
" al número de productos regresados. Para hacerlo, haga clic en "
":guilabel:`Cant.` y agregue :guilabel:`+/-` seguido por la cantidad de "
"productos que se regresaron."
#: ../../content/applications/sales/point_of_sale.rst:124
msgid "Manage the cash register"
msgstr "Gestión de la caja registradora"
#: ../../content/applications/sales/point_of_sale.rst:126
msgid ""
"To add or take out cash from the register, click the **menu icon** in the "
"upper right corner of your screen and :guilabel:`Cash In/Out`."
msgstr ""
"Para ingresar o retirar efectivo de la caja registradora, haga clic en el "
"**icono de menú** en la esquina superior derecha de su pantalla y haga clic "
"en :guilabel:`Entrada/salida de efectivo`."
#: ../../content/applications/sales/point_of_sale.rst-1
msgid ""
"Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n"
"orders"
msgstr ""
"Menú desplegable para cerrar la sesión del PdV, ir al backend, agregar o tomar efectivo o\n"
"tomar órdenes."
#: ../../content/applications/sales/point_of_sale.rst:133
msgid ""
"Doing so opens a pop-up window on which you can select :guilabel:`Cash In` "
"or :guilabel:`Cash Out`, enter the amount and the reason, and click "
":guilabel:`Confirm`."
msgstr ""
"Al hacerlo se abrirá una ventana emergente en la cual puede seleccionar "
":guilabel:`Entrada de efectivo` o :guilabel:`Salida de efectivo`, ingrese la"
" cantidad y la razón y haga clic en :guilabel:`Confirmar`."
#: ../../content/applications/sales/point_of_sale.rst:139
msgid "Close the POS session"
msgstr "Cierre de la sesión del PdV"
#: ../../content/applications/sales/point_of_sale.rst:141
msgid ""
"To close your session, click the **menu icon** in the upper right corner of "
"your screen and :guilabel:`Close Session`."
msgstr ""
"Para cerrar su sesión, haga clic en el **icono de menú** que se ubica en la "
"esquina superior derecha de su pantalla y haga clic en :guilabel:`Cerrar "
"sesión`."
#: ../../content/applications/sales/point_of_sale.rst:144
msgid ""
"Doing so opens the :guilabel:`Closing Control` pop-up screen. From this "
"screen, you can retrieve various information:"
msgstr ""
"Al hacer esto se abrirá una ventana emergente de :guilabel:`Control de "
"cierre`. En esta pestaña puede obtener mucha información:"
#: ../../content/applications/sales/point_of_sale.rst:147
msgid ""
"the number of orders made and the total amount made during the session;"
msgstr ""
"el número de ordenes que se hicieron y la cantidad total que se ganó durante"
" la sesión;"
#: ../../content/applications/sales/point_of_sale.rst:148
msgid "the expected amounts grouped by payment method."
msgstr "las cantidades esperadas agrupadas por método de pago."
#: ../../content/applications/sales/point_of_sale.rst:150
msgid ""
"Before closing this window, count your cash using the calculator icon. Doing"
" so opens a pop-up window that computes the total amount in the cash drawer "
"depending on the coins and bills counted and added manually. Then, click "
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
"Details` are specified in the **Notes** section."
msgstr ""
"Antes de cerrar esta ventana, haga clic en el icono de calculadora para "
"contar su efectivo. Se abrirá una ventana emergente en donde se calculará la"
" cantidad total en la caja registradora dependiendo de las monedas y "
"billetes que se contaron y se sumaron de manera manual. Después, haga clic "
"en :guilabel:`Confirmar` o en :guilabel:`Descartar` para cerrar la venta. La"
" cantidad calculada estará en la columna :guilabel:`Contado` y los "
":guilabel:`Detalles monetarios` se especifican en la sección de **Notas**."
#: ../../content/applications/sales/point_of_sale.rst-1
msgid "How to close a POS session."
msgstr "Cómo cerrar una sesión del PdV."
#: ../../content/applications/sales/point_of_sale.rst:159
msgid ""
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
"to close and go back to the **POS dashboard**."
msgstr ""
"Una vez que haya terminado de controlar las cantidades, haga clic en "
":guilabel:`Cerrar sesión` para cerrar y regresar al **tablero del PdV**."
#: ../../content/applications/sales/point_of_sale.rst:163
msgid ""
"To reach the backend without closing the session, click :guilabel:`Backend` "
"on the dropdown menu."
msgstr ""
"Para ir al backend sin cerrar la sesión abra el menú desplegable y haga clic"
" en :guilabel:`Backend`."
#: ../../content/applications/sales/point_of_sale.rst:165
msgid "To abort, click :guilabel:`Discard` on the pop-up window."
msgstr "Para cancelar, haga clic en :guilabel:`Descartar`. "
#: ../../content/applications/sales/point_of_sale.rst:166
msgid ""
"Depending on your setup, you might only be allowed to close a session if the"
" expected cash revenue equals the counted cash. To close it anyway, click "
":guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
msgstr ""
"Según su configuración, es posible que solo pueda cerrar sesión si el "
"ingreso en efectivo esperado es igual al efectivo que contó. Para cerrar "
"sesión aunque no coincida, haga clic en :guilabel:`De acuerdo` en la "
"pantalla de :guilabel:`Diferencia de pagos`."
#: ../../content/applications/sales/point_of_sale.rst:171
msgid ""
"It is strongly advised to close your POS session at the end of each day."
msgstr ""
"Es extremadamente recomendable que cierre su sesión del punto de venta al "
"final de cada día."
#: ../../content/applications/sales/point_of_sale.rst:172
msgid ""
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
"--> Orders --> Sessions`."
msgstr ""
"Para ver todas sus sesiones anteriores, vaya a :menuselection:`Punto de "
"venta --> Órdenes --> Sesiones`."
#: ../../content/applications/sales/point_of_sale/combos.rst:3
msgid "Product combos"
msgstr "Sets de productos"
#: ../../content/applications/sales/point_of_sale/combos.rst:5
msgid ""
"The **Product Combos** feature allows users to define and manage combination"
" options for a single product."
msgstr ""
"La función **sets de productos** permite que los usuarios definan y "
"gestionen las opciones de combinación para un solo producto."
#: ../../content/applications/sales/point_of_sale/combos.rst:8
msgid ""
"In the context of a restaurant, the feature enables users to create "
"multiple-choice menus. For example, a user can define a main dish and "
"specify various options for sides, drinks, or desserts that customers can "
"combine with the main dish."
msgstr ""
"A esta función en el contexto de un restaurante también se le conoce como "
"combo y permite que los usuarios creen menús con varias opciones. Por "
"ejemplo, un usuario puede definir un plato fuerte y especificar distintas "
"opciones para guarniciones, bebidas o postres para que los clientes las "
"puedan ordenar con el plato fuerte."
#: ../../content/applications/sales/point_of_sale/combos.rst:12
msgid ""
"In retail, this feature allows you to create a product set with multiple "
"products to choose from and combine."
msgstr ""
"En el contexto de venta al público, esta función le permite crear un set de "
"productos con varios productos para elegir y combinar."
#: ../../content/applications/sales/point_of_sale/combos.rst:18
msgid "First, you need to create combination choices. To do so:"
msgstr ""
"Primero, es necesario que cree algunas opciones de combinación mediante las "
"siguientes instrucciones:"
#: ../../content/applications/sales/point_of_sale/combos.rst:20
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Product Combos` and "
"click :guilabel:`New`."
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Productos --> Sets de productos` y"
" haga clic en :guilabel:`Nuevo`."
#: ../../content/applications/sales/point_of_sale/combos.rst:21
msgid ""
"Name your combo and add the products you want customers to choose from by "
"clicking :guilabel:`Add a line`. You can also include an extra price for "
"each option in the :guilabel:`Extra Price` column."
msgstr ""
"Asígnele un nombre a la combinación y haga clic en :guilabel:`Agregar una "
"línea` para agregar los productos entre los que los clientes pueden elegir. "
"También puede incluir un :guilabel:`precio adicional` para cada opción en la"
" columna correspondiente."
#: ../../content/applications/sales/point_of_sale/combos.rst:26
msgid ""
"As a reference, the selected product's original price is displayed in the "
":guilabel:`Original Price` column."
msgstr ""
"Como referencia, el precio original del producto seleccionado aparece en la "
"columna :guilabel:`Precio original`."
#: ../../content/applications/sales/point_of_sale/combos.rst:32
msgid ""
"Second, you need to create a specific product to gather combo choices. To do"
" this:"
msgstr ""
"Después, deberá crear un producto específico para reunir las opciones del "
"set con las siguientes instrucciones:"
#: ../../content/applications/sales/point_of_sale/combos.rst:34
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Products` and click "
":guilabel:`New`."
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Productos --> Productos` y haga "
"clic en :guilabel:`Nuevo`."
#: ../../content/applications/sales/point_of_sale/combos.rst:35
msgid ""
"Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the "
":guilabel:`General Information` tab."
msgstr ""
"Seleccione :guilabel:`Set` como :guilabel:`Tipo de producto` y complete la "
"pestaña :guilabel:`Información general`."
#: ../../content/applications/sales/point_of_sale/combos.rst:39
msgid ""
"The sales price of the combo product is fixed and does not vary based on the"
" individual prices of included items or the quantity of items in the combo. "
"The combo product price is only affected by the extra price optionally "
"defined at the combo choice creation or if a variant of one of the items has"
" a specified extra price."
msgstr ""
"El precio de venta del producto de set es fijo y no varía según el precio "
"individual de los artículos incluidos ni de la cantidad de artículos "
"incluidos. En su precio solo influye el precio adicional que se define de "
"forma opcional al crear la elección del set o si la variante de uno de los "
"artículos tiene un precio adicional establecido."
#: ../../content/applications/sales/point_of_sale/combos.rst:43
msgid ""
"Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and "
"select the combinations to add. You can also create a new combination at "
"this step by clicking :guilabel:`New` on the popup window."
msgstr ""
"Vaya a la pestaña :guilabel:`Opciones para el set`, haga clic en "
":guilabel:`Agregar una línea` y seleccione las que desee agregar. También "
"puede crear uno nuevo en este paso si hace clic en :guilabel:`Nuevo` en la "
"ventana emergente."
#: ../../content/applications/sales/point_of_sale/combos.rst:50
msgid ""
"Once you have created and added the combo choices into a product, you can "
"sell combos in your retail store or restaurant."
msgstr ""
"Una vez que creó y agregó opciones para el set de un producto podrá venderlo"
" en su tienda o restaurante."
#: ../../content/applications/sales/point_of_sale/combos.rst:54
#: ../../content/applications/sales/point_of_sale/employee_login.rst:26
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32
msgid "Practical application"
msgstr "Aplicación práctica"
#: ../../content/applications/sales/point_of_sale/combos.rst:56
msgid ""
":ref:`Open a POS session <pos/session-start>` and select the combo product. "
"Choose the options and click :guilabel:`Add to order`. As a reminder, the "
"extra price appears under the related choices."
msgstr ""
":ref:`Abra una sesión de PdV <pos/session-start>` y seleccione el producto "
"de set. Elija las opciones y haga clic en :guilabel:`Agregar a la orden`. "
"Recuerde que el precio adicional aparece debajo de las opciones "
"relacionadas."
#: ../../content/applications/sales/point_of_sale/configuration.rst:11
msgid "Access the POS settings"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:13
msgid ""
"To access the general POS settings, go to :menuselection:`Point of Sale --> "
"Configuration --> Settings`. Then, open the dropdown menu in the "
":guilabel:`Point of Sale` field and select the POS to configure."
msgstr ""
"Para acceder a los ajustes generales del punto de venta, vaya a "
":menuselection:`Punto de venta --> Configuración --> Ajustes`. Después, abra"
" el menú desplegable en el campo :guilabel:`Punto de venta` y seleccione el "
"PdV que quiere configurar."
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Dropdown menu to select the POS in the app settings"
msgstr ""
"Menú desplegable en donde se elige el punto de ventas dentro de los ajustes "
"de la aplicación"
#: ../../content/applications/sales/point_of_sale/configuration.rst:21
msgid ""
"These settings are available to users with the :doc:`access rights "
"</applications/general/users>` :guilabel:`Administration` set as "
":guilabel:`Settings`."
msgstr ""
"Estos ajustes están disponibles para usuarios cuyos :doc:`derechos de acceso"
" </applications/general/users>` de :guilabel:`Administración` sean "
":guilabel:`Ajustes`."
#: ../../content/applications/sales/point_of_sale/configuration.rst:24
msgid ""
"You can also configure some settings from the dashboard by clicking the "
"vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a "
"popup window, from which you can:"
msgstr ""
"También puede configurar algunos de los ajustes desde el tablero, solo tiene"
" que dar en los tres puntos verticales (:guilabel:`⋮`) que se encuentran en "
"la tarjeta del PdV. Al hacerlo se abrirá una ventana emergente desde la cual"
" podrá:"
#: ../../content/applications/sales/point_of_sale/configuration.rst:27
msgid ":doc:`Enable multiple employees to log in. <employee_login>`"
msgstr ":doc:`Permitir que varios empleados inicien sesión. <employee_login>`"
#: ../../content/applications/sales/point_of_sale/configuration.rst:28
msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`"
msgstr ""
":doc:`Conectar y configurar una caja IoT. <../../general/iot/config/pos>`"
#: ../../content/applications/sales/point_of_sale/configuration.rst:29
msgid ":doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`"
msgstr ""
":doc:`Conectar y configurar una impresora ePOS. <configuration/epos_ssc>`"
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "popup window to access quick settings in POS"
msgstr "ventana emergente para acceder a los ajustes del PdV rápido"
#: ../../content/applications/sales/point_of_sale/configuration.rst:35
msgid ""
"These settings are available to users with the :doc:`access rights "
"</applications/general/users>` :guilabel:`Point of Sale` set as "
":guilabel:`Administrator`."
msgstr ""
"Estos ajustes están disponibles a usuarios cuyos :doc:`derechos de acceso "
"</applications/general/users>` del :guilabel:`punto de venta` sean "
":guilabel:`Administrador`."
#: ../../content/applications/sales/point_of_sale/configuration.rst:39
msgid "Make products available"
msgstr "¿Cómo hacer que los productos estén disponibles?"
#: ../../content/applications/sales/point_of_sale/configuration.rst:41
msgid "To make products available for sale,"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:43
msgid "Go to :menuselection:`Point of Sale --> Products --> Products`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:44
msgid "Select a product to open the product form."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:45
msgid "Tick the :guilabel:`Point of Sale` checkbox at the top of the form."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Making a product available in your POS."
msgstr "Hacer que un producto esté disponible en el PdV."
#: ../../content/applications/sales/point_of_sale/configuration.rst:51
msgid "PoS product categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:56
msgid ""
"POS product categories allow users to categorize products and get a more "
"structured and clean POS interface."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:59
msgid ""
"To manage PoS categories, go to :menuselection:`Point of Sale --> "
"Configuration --> PoS Product Categories`. To add a new category, click "
":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:63
msgid ""
"To associate a category with a parent category, fill in the "
":guilabel:`Parent Category` field. A parent category groups one or more "
"child categories."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:0
msgid "The PoS product categories grouped by parent categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:71
msgid "Assign PoS product categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:73
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Products` and open a "
"product form. Then, go to the :guilabel:`Point of Sale` tab and fill in the "
":guilabel:`Category` field under the :guilabel:`Point of Sale` section with "
"one or multiple PoS categories."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Point of Sale tab of a product form to add a PoS product category"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:81
msgid "Adapt the POS interface"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:84
msgid "Start category"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:86
msgid ""
"You can select one product category to display when :ref:`opening a POS "
"session <pos/session-start>`. To configure it, go to your :ref:`POS settings"
" <configuration/settings>` and select a PoS category from the dropdown menu "
"of the :guilabel:`Start Category` field within the :guilabel:`Product & PoS "
"categories` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Setting to set up the start category feature"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:95
msgid "Restrict categories"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst:97
msgid ""
"You can also limit the categories displayed on your POS interface. To "
"achieve this, go to your :ref:`POS settings <configuration/settings>` and "
"choose the specific categories to display in the :guilabel:`Restrict "
"Categories` field within the :guilabel:`Product & PoS categories` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
msgid "Setting to set up the restrict category feature"
msgstr ""
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3
msgid "ePOS printers"
msgstr "Impresoras ePOS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5
msgid ""
"ePOS printers are designed to work seamlessly with Point of Sale systems. "
"Once connected, these devices automatically share information, allowing for "
"direct printing of tickets from the POS system to the ePOS printer."
msgstr ""
"Las impresoras ePOS están diseñadas para funcionar sin problemas con los "
"sistemas de Punto de venta. Una vez que estos dispositivos están conectados "
"se encargan de compartir información en automático y podrá imprimir los "
"recibos de su sistema PdV con la impresora ePOS."
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10
msgid ""
"Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK "
"Javascript protocol "
"<https://download4.epson.biz/sec_pubs/pos/reference_en/technology/epson_epos_sdk.html>`_"
" are compatible with Odoo **without** needing an :doc:`IoT Box "
"</applications/general/iot/devices/printer>`."
msgstr ""
"Las impresoras Epson que usan conexión Wi-Fi o Ethernet y que siguen el "
"`protocolo EPOS SDK JavaScript "
"<https://download4.epson.biz/sec_pubs/pos/reference_en/technology/epson_epos_sdk.html>`_"
" son compatibles con Odoo **sin** necesidad de una :doc:`caja IoT "
"</applications/general/iot/devices/printer>`."
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14
msgid ""
"Thermal printers using ESC/POS or StarPRNT protocol are compatible **with** "
"an :doc:`IoT Box </applications/general/iot/devices/printer>`."
msgstr ""
"Las impresoras térmicas que utilizan el protocolo ESC/POS o StarPRNT son "
"compatibles **con** una :doc:`caja IoT "
"</applications/general/iot/devices/printer>`."
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16
msgid ""
"Epson printers using only USB connections are compatible **with** an "
":doc:`IoT Box </applications/general/iot/devices/printer>`."
msgstr ""
"Las impresoras Epson que solo usan conexión USB son compatibles **con** una "
":doc:`caja IoT </applications/general/iot/devices/printer>`."
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:18
msgid "Epson printers that connect via Bluetooth are **not compatible**."
msgstr ""
"Las impresoras Epson que se conectan a través de Bluetooth **no son "
"compatibles**."
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:21
msgid ":doc:`https`"
msgstr ":doc:`https`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22
msgid ":doc:`epos_ssc`"
msgstr ":doc:`epos_ssc`"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25
msgid "Directly supported ePOS printers"
msgstr "Impresoras ePos compatibles"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27
msgid ""
"The following ePOS printers are directly compatible with Odoo without "
"needing an :doc:`IoT Box </applications/general/iot/devices/printer>`."
msgstr ""
"Las siguientes impresoras ePOS son compatibles con Odoo sin tener que usar "
"una :doc:`caja IoT </applications/general/iot/devices/printer>`."
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30
msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)"
msgstr ""
"Epson TM-m30 i/ii/iii (solo los modelos Wi-Fi y Ethernet, estos son los más "
"recomendados)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31
msgid "Epson TM-H6000IV-DT (Receipt printer only)"
msgstr "Epson TM-H6000IV-DT (solo impresora de recibos)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32
msgid "Epson TM-T70II-DT"
msgstr "Epson TM-T70II-DT"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33
msgid "Epson TM-T88V-DT"
msgstr "Epson TM-T88V-DT"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34
msgid "Epson TM-L90-i"
msgstr "Epson TM-L90-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35
msgid "Epson TM-T70-i"
msgstr "Epson TM-T70-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36
msgid "Epson TM-T82II-i"
msgstr "Epson TM-T82II-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37
msgid "Epson TM-T83II-i"
msgstr "Epson TM-T83II-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38
msgid "Epson TM-U220-i"
msgstr "Epson TM-U220-i"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39
msgid "Epson TM-m10"
msgstr "Epson TM-m10"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40
msgid "Epson TM-P20 (Wi-Fi® model)"
msgstr "Epson TM-P20 (modelo Wi-Fi®)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41
msgid "Epson TM-P60II (Receipt: Wi-Fi® model)"
msgstr "Epson TM-P60II (para recibos, modelo Wi-Fi®)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42
msgid "Epson TM-P60II (Peeler: Wi-Fi® model)"
msgstr "Epson TM-P60II (modelo Peeler Wi-Fi®)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43
msgid "Epson TM-P80 (Wi-Fi® model)"
msgstr "Epson TM-P80 (modelo Wi-Fi®)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46
msgid "ePOS printers with IoT Box integration"
msgstr "Impresoras ePOS con integración a la caja IoT"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48
msgid ""
"The following printers require an :doc:`IoT Box "
"</applications/general/iot/devices/printer>` to be compatible with Odoo:"
msgstr ""
"Las siguientes impresoras necesitan una :doc:`caja IoT "
"</applications/general/iot/devices/printer>` para ser compatibles con Odoo:"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51
msgid "Epson TM-T20 family (incompatible ePOS software)"
msgstr ""
"La familia de impresoras Epson TM-T20 (el software ePOS es incompatible)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52
msgid "Epson TM-T88 family (incompatible ePOS software)"
msgstr ""
"La familia de impresoras Epson TM-T88 (el software ePOS es incompatible)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53
msgid "Epson TM-U220 family (incompatible ePOS software)"
msgstr ""
"La familia de impresoras Epson TM-U220 (el software ePOS es incompatible)"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5
msgid "Self-signed certificate for ePOS printers"
msgstr "Certificado autofirmado para impresoras electrónicas del PdV"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7
msgid ""
"To work with Odoo, some printer models that can be used without an :doc:`IoT"
" box </applications/general/iot/config/connect>` may require :doc:`the HTTPS"
" protocol <https>` to establish a secure connection between the browser and "
"the printer. However, trying to reach the printer's IP address using HTTPS "
"leads to a warning page on most web browsers. In that case, you can "
"temporarily :ref:`force the connection <epos_ssc/instructions>`, which "
"allows you to reach the page in HTTPS and use the ePOS printer in Odoo as "
"long as the browser window stays open."
msgstr ""
"Es probable que algunos modelos de impresora que se pueden usar sin una "
":doc:`caja IoT </applications/general/iot/config/connect>` necesiten un "
":doc:`protocolo HTTPS <https>` para establecer una conexión segura entre el "
"navegador y la impresora. Sin embargo, la mayoría de los navegadores le "
"mostrarán una página de advertencia si intenta conectarse a la dirección IP "
"de la impresora a través HTTPS. En ese caso, puede :ref:`forzar la conexión "
"<epos_ssc/instructions>` de forma temporal, así podrá conectarse a la página"
" HTTPS y usar una impresora ePOS con Odoo siempre y cuando no cierre la "
"ventana del navegador."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15
msgid ""
"The connection is lost after closing the browser window. Therefore, this "
"method should only be used as a **workaround** or as a pre-requisite for the"
" :ref:`following instructions <epos_ssc/instructions>`."
msgstr ""
"Si cierra la ventana del navegador se perderá la conexión. Por lo tanto, "
"este método solo se debe usar como una **solución temporal** o como un "
"requisito previo para las :ref:`siguientes instrucciones "
"<epos_ssc/instructions>`."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22
msgid "Generate, export, and import self-signed certificates"
msgstr "Genere, exporte e importe certificados autofirmados. "
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24
msgid ""
"For a long-term solution, you must generate a **self-signed certificate**. "
"Then, export and import it into your browser."
msgstr ""
"Para obtener una solución a largo plazo debe generar un **certificado "
"autofirmado**. Después, expórtelo e impórtelo a su navegador."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28
msgid ""
"**Generating** an SSL certificate should only be done **once**. If you "
"create another certificate, devices using the previous one will lose HTTPS "
"access."
msgstr ""
"Un certificado SSL solo se debería **generar una vez**. Si crea otro "
"certificado, los dispositivos que usen el certificado previo perderán el "
"acceso al HTTPS."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33
msgid "Windows 10 & Linux OS"
msgstr "Windows 10 y Linux OS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166
msgid "Generate a self-signed certificate"
msgstr "Generar un certificado autofirmado"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168
msgid ""
"Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force "
"the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to "
"[IP address] (unsafe)`."
msgstr ""
"Navegue a la dirección IP de la impresora ePOS (p. ej. "
"`https://192.168.1.25`) y haga clic en :guilabel:`Avanzado` y después en "
":guilabel:`Proceeder a [dirección IP] (no es seguro)` para forzar la "
"conexión."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "warning page about the connection privacy on Google Chrome"
msgstr ""
"página de advertencia sobre la privacidad de la conexión de Google Chrome"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176
msgid "Warning page on Google Chrome, Windows 10"
msgstr "Página de advertencia de Google Chrome en Windows 10"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178
msgid ""
"Then, sign in using your printer credentials to access the ePOS printer "
"settings. To sign in, enter `epson` in the :guilabel:`ID` field and your "
"printer serial number in the :guilabel:`Password` field."
msgstr ""
"Después, use las credenciales de su impresora para ingresar a los ajustes de"
" la impresora ePOS. Para iniciar sesión, ingrese `epson` en el campo "
":guilabel:`ID` y en el campo :guilabel:`Contraseña` ingrese el número de "
"serie de la impresora."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182
msgid ""
"Click :guilabel:`Certificate List` in the :guilabel:`Authentication` "
"section, and click :guilabel:`create` to generate a new **Self-Signed "
"Certificate**. The :guilabel:`Common Name` should be automatically filled "
"out. If not, fill it in with the printer IP address number. Select the years"
" the certificate will be valid in the :guilabel:`Validity Period` field, "
"click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the "
"printer."
msgstr ""
"Para generar un **certificado autofirmado** haga clic en "
":guilabel:`Certificate list` (lista de certificados) que se encuentra en la "
"sección de :guilabel:`Autenticación`. El :guilabel:`Common Name` (nombre "
"común) se debería de llenar de manera automática, pero si no es así ahí "
"puede poner la dirección IP de la impresora. En el campo :guilabel:`Validity"
" Period` (periodo de validez) ponga los años por los que el certificado será"
" válido, haga clic en :guilabel:`Create` (crear) y :guilabel:`restablezca` o"
" reinicie la impresora manualmente."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189
msgid ""
"The self-signed certificate is generated. Reload the page and click "
":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure "
"**Selfsigned Certificate** is correctly selected in the :guilabel:`Server "
"Certificate` section."
msgstr ""
"Ya se generó el el certificado autofirmado. Vuelva a cargar la página, vaya "
"a la sección :guilabel:`Security` (seguridad) y haga clic en "
":guilabel:`SSL/TLS` para asegurarse de que el **certificado autofirmado** se"
" seleccionó correctamente en la sección :guilabel:`Server certificate` "
"(certificado del servidor)."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193
msgid "Export a self-signed certificate"
msgstr "Exportar un certificado autofirmado"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195
msgid ""
"The export process is heavily dependent on the :abbr:`OS (Operating System)`"
" and the browser. Start by accessing your ePOS printer settings on your web "
"browser by navigating to its IP address (e.g., `https://192.168.1.25`). "
"Then, force the connection as explained in the **Generate a self-signed "
"certificate tab**."
msgstr ""
"El proceso de exportación depende mucho del :guilabel:`Sistema operativo` y "
"del navegador. Primero vaya a la dirección IP (p. ej., "
"`https://192.168.1.25`) e ingrese a los ajustes de su impresora ePOS en su "
"navegador web Después, fuerce la conexión como se explica en **Generar un "
"certificado autofirmado**."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200
msgid "If you are using **Google Chrome**,"
msgstr "Si está usando **Google chrome**,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202
msgid ""
"click :guilabel:`Not secure` next to the search bar, and "
":guilabel:`Certificate is not valid`;"
msgstr ""
"haga clic en :guilabel:`No es seguro` a un lado de la barra de búsqueda, "
":guilabel:`Certificado inválido`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection to the printer not secure button in Google Chrome browser."
msgstr ""
"Botón del navegador de Chrome que indica que la conexión no es segura."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208
msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;"
msgstr ""
"vaya a la pestaña :guilabel:`Detalles` y haga clic en :guilabel:`Exportar`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209
msgid ""
"add `.crt` at the end of the file name to ensure it has the correct "
"extension;"
msgstr ""
"agregue `.crt` al final del nombre del archivo para asegurarse de que sea la"
" extensión correcta;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210
msgid ""
"select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom "
"of the pop-up window;"
msgstr ""
"seleccione :guilabel:`Base64-encoded ASCII, single certificate` "
"(Base64-codificado ASCII, certificado único), que se encuentra en la parte "
"inferior de la ventana emergente;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229
msgid "save, and the certificate is exported."
msgstr "guárdelo y habrá exportado el certificado."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86
msgid ""
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
"some browsers might not see the file during the import process."
msgstr ""
"Asegúrese de que el certificado termina con la extensión `.crt`. Si no es "
"así, es probable que algunos navegadores no puedan ver el archivo durante el"
" proceso de importación."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218
msgid "If you are using **Mozilla Firefox**,"
msgstr "Si está usando **Mozilla Firefox**,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220
msgid "click the **lock-shaped** icon on the left of the address bar;"
msgstr ""
"haga clic en el icono **en forma de cerradura** que se encuentra a la "
"izquierda de la barra;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221
msgid ""
"go to :menuselection:`Connection not secure --> More information --> "
"Security tab --> View certificate`;"
msgstr ""
"vaya a :menuselection:`Conexión no segura --> Más información --> Pestaña de"
" seguridad --> Ver certificado`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection is not secure button in Mozilla Firefox browser"
msgstr "Botón que indica que la conexión no es segura en el navegador Mozilla"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227
msgid "scroll down to the :guilabel:`Miscellaneous` section;"
msgstr "baje a la sección :guilabel:`Misceláneo`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228
msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;"
msgstr ""
"haga clic en :guilabel:`PEM (cert)` que se encuentra en la sección "
":guilabel:`Descargar`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102
msgid "Import a self-signed certificate"
msgstr "Importar un certificado autofirmado"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104
msgid ""
"The import process is heavily dependent on the :abbr:`OS (Operating System)`"
" and the browser."
msgstr ""
"El proceso de importación depende mucho del :guilabel:`Sistema operativo` y "
"del navegador."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109
msgid "Windows 10"
msgstr "Windows 10"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111
msgid ""
"Windows 10 manages certificates, which means that self-signed certificates "
"must be imported from the certification file rather than the browser. To do "
"so,"
msgstr ""
"Windows 10 gestiona certificados, lo que significa que los certificados "
"autofirmados se tienen que importar desde el archivo de certificación y no "
"del navegador. Para hacerlo,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114
msgid ""
"open the Windows File Explorer and locate the downloaded certification file;"
msgstr ""
"abra el explorador de archivos de Windows y encuentre el archivo de "
"certificación que descargó;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115
msgid ""
"right-click on the certification file and click :guilabel:`Install "
"Certificate`;"
msgstr ""
"haga clic derecho en el archivo de certificación y presione "
":guilabel:`Instalar certificado`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117
msgid ""
"select where to install the certificate and for whom - either for the "
":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, "
"click :guilabel:`Next`;"
msgstr ""
"seleccione dónde instalar el certificado y si para el :guilabel:`Usuario "
"actual` o para todos los usuarios (:guilabel:`equipo local`) y después haga "
"clic en :guilabel:`Siguiente`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120
msgid ""
"on the `Certificate Store` screen, tick :guilabel:`Place all certificates in"
" the following store`, click :guilabel:`Browse...`, and select "
":guilabel:`Trusted Root Certification Authorities`;"
msgstr ""
"en la pantalla de `Almacén de certificados` marque :guilabel:`Place all "
"certificates in the following store` (Colocar todos los certificados en el "
"siguiente almacenamiento), haga clic en :guilabel:`Buscar...` y seleccione "
":guilabel:`Entidades de certificación raíz de confianza`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126
msgid "click :guilabel:`Finish`, accept the pop-up security window;"
msgstr "haga clic en :guilabel:`Terminar` y acepte la ventada emergente;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127
msgid "restart the computer to make sure that the changes are applied."
msgstr ""
"reinicie la computadora para asegurarse de que se aplicaron los cambios."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129
msgid "Linux"
msgstr "Linux"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133
msgid "open Chrome;"
msgstr "abra Chrome;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134
msgid ""
"go to :menuselection:`Settings --> Privacy and security --> Security --> "
"Manage certificates`;"
msgstr ""
"vaya a :menuselection:`Ajustes --> Privacidad y seguridad --> Seguridad --> "
"Gestionar certificados`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136
msgid ""
"go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select "
"the exported certification file;"
msgstr ""
"vaya a la pestaña :guilabel:`Entidades`, haga clic en :guilabel:`Importar` y"
" seleccione el archivo de certificación que exportó;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138
msgid "accept all warnings;"
msgstr "acepte todas las advertencias;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139
msgid "click :guilabel:`ok`;"
msgstr "haga clic en :guilabel:`ok`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150
msgid "restart your browser."
msgstr "reinicie su navegador."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145
msgid "open Firefox;"
msgstr "abra Firefox;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146
msgid ""
"go to :menuselection:`Settings --> Privacy & Security --> Security --> View "
"Certificates... --> Import`;"
msgstr ""
"go to :menuselection:`Ajustes --> Privacidad y seguridad --> Seguridad --> "
"Ver certificados... --> Importar`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148
msgid "select the exported certification file;"
msgstr "seleccione el archivo de certificado que exportó;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149
msgid "tick the checkboxes and validate;"
msgstr "marque las casillas y valide;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152
msgid "Mac OS"
msgstr "Mac OS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154
msgid ""
"On Mac OS, you can secure the connection for all browsers by following these"
" steps:"
msgstr ""
"Para asegurar la conexión en Mac OS en todos los navegadores, tiene que "
"seguir los siguientes pasos:"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156
msgid ""
"open Safari and navigate to your printer's IP address. Doing so leads to a "
"warning page;"
msgstr ""
"Abra Safari y vaya a la dirección IP de su impresora. Esta acción le "
"redirigirá a una página de advertencia."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157
msgid ""
"on the warning page, go to :menuselection:`Show Details --> visit this "
"website --> Visit Website`, validate;"
msgstr ""
"En la página de advertencia vaya a :menuselection:`Mostrar detalles --> "
"Visitar este sitio web --> Visitar sitio web` y valídelo."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159
msgid "reboot the printer so you can use it with any other browser."
msgstr "reinicie la impresora para que la puede usar con cualquier navegador."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161
msgid ""
"To generate and export an SSL certificate and send it to IOS devices, open "
"**Google Chrome** or **Mozilla Firefox**. Then,"
msgstr ""
"Para generar y exportar un certificado SSL y enviarlo a dispospositivo IOS, "
"abra **Google Chrome** o **Mozilla Firefox**. Después,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Warning page about the connection privacy on Google Chrome"
msgstr ""
"Página de advertencia sobre la privacidad de la conexión en Google Chrome"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection to the printer not secure button in Google Chrome"
msgstr ""
"Botón que muesta que la conexión a la impresora no es segura en Google "
"Chrome"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215
msgid ""
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
"some browsers might not find the file during the import process."
msgstr ""
"Asegúrese de que el certificado termina con la extensión `.crt`. De lo "
"contrario, es probable que algunos navegadores no encuentren el archivo en "
"el proceso de importación. "
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
msgid "Connection is not secure button in Mozilla Firefox"
msgstr ""
"Botón que indica que la conexión no es segura en el navegador Mozilla "
"Firefox"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231
msgid "Android OS"
msgstr "Android"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233
msgid ""
"To import an SSL certificate into an Android device, first create and export"
" it from a computer. Next, transfer the `.crt` file to the device using "
"email, Bluetooth, or USB. Once the file is on the device,"
msgstr ""
"Para importar el certificado SSL a un dispositivo Android primero debe "
"crearlo y exportarlo desde una computadora. Después, transfiera el archivo "
"`.crt` al dispositivo a través de un correo, Bluetooth o USB. Una vez que el"
" archivo esté en el dispositivo,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237
msgid "open the settings and search for `certificate`;"
msgstr "abra los ajustes y busque el `certificado`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238
msgid "click :guilabel:`Certificate AC` (Install from device storage);"
msgstr ""
"haga clic en :guilabel:`Certificado CA` (Instalar desde el almacenamiento "
"del dispositivo);"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239
msgid "select the certificate file to install it on the device."
msgstr ""
"seleccione el archivo de certificado para instalarlo en el dispositivo."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242
msgid ""
"The specific steps for installing a certificate may vary depending on the "
"version of Android and the device manufacturer."
msgstr ""
"Es probable que los pasos a seguir para instalar el certificado cambien "
"dependiendo de la versión de android o el fabricador del dispositivo."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245
msgid "iOS"
msgstr "iOS"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247
msgid ""
"To import an SSL certificate into an iOS device, first create and export it "
"from a computer. Then, transfer the `.crt` file to the device using email, "
"Bluetooth, or any file-sharing service."
msgstr ""
"Para importar el certificado SSL a un dispositivo iOS primero debe crearlo y"
" exportarlo desde una computadora. Después, transfiera el archivo `.crt` al "
"dispositivo a través de un correo, Bluetooth, o cualquier servicio para "
"compartir archivos. "
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251
msgid ""
"Downloading this file triggers a warning pop-up window. Click "
":guilabel:`Allow` to download the configuration profile, and close the "
"second pop-up window. Then,"
msgstr ""
"Al descargar este archivo se activa una ventana emergente de advertencia. "
"Haga clic en :guilabel:`Permitir` para descargar el perfil de configuración "
"y cerrar la segunda ventana emergente. Después,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254
msgid "go to the **Settings App** on the iOS device;"
msgstr "vaya a la **aplicación Configuraciones** en el dispositivo iOS;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255
msgid "click :guilabel:`Profile Downloaded` under the user's details box;"
msgstr ""
"haga clic en :guilabel:`perfil descargado` en la caja de detalles del "
"usuario;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256
msgid "locate the downloaded `.crt` file and select it;"
msgstr "buque el archivo `.crt` descargado y selecciónelo;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257
msgid "click :guilabel:`Install` on the top right of the screen;"
msgstr ""
"haga clic en :guilabel:`Instalar` en la parte superior derecha de la "
"pantalla;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258
msgid "if a passcode is set on the device, enter the passcode;"
msgstr "si el dispositivo tiene contraseña, ingrese la contraseña;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259
msgid ""
"click :guilabel:`Install` on the top right of the certificate warning screen"
" and the pop-up window;"
msgstr ""
"haga clic en :guilabel:`Instalar` en la parte superior derecha de la "
"ventana de advertencia del certificado y en la ventana emergente;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261
msgid "click :guilabel:`Done`."
msgstr "haga clic en :guilabel:`Listo`."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265
msgid ""
"The certificate is installed, but it still needs to be authenticated. To do "
"so,"
msgstr ""
"El certificado se instaló, pero todavía se tiene que autenticar. Para "
"hacerlo,"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267
msgid ""
"go to :menuselection:`Settings --> General --> About > Certificate Trust "
"Settings`;"
msgstr ""
"vaya a :menuselection:`Ajustes --> General --> Acerca de > Ajustes de "
"confianza del certificado`;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268
msgid "enable the installed certificate using the **slide button**;"
msgstr "active el certificado instalado con el **botón deslizable**;"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269
msgid "click :guilabel:`Continue` on the pop-up window."
msgstr "haga clic en :guilabel:`Continuar` en la ventana emergente."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272
msgid ""
"If you need to export SSL certificates from an operating system or web "
"browser that has not been mentioned, search for `export SSL certificate` + "
"`the name of your browser or operating system` in your preferred search "
"engine."
msgstr ""
"Si necesita exportar certificados SSL desde un sistema operativo o un "
"navegador que no hemos mencionado, busque `exportar certificado SSL` + `el "
"nombre de su navegador o sistema operativo` en su motor de búsqueda "
"preferido"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275
msgid ""
"Similarly, to import SSL certificates from an unmentioned OS or browser, "
"search for `import SSL certificate root authority` + `the name of your "
"browser or operating system` in your preferred search engine."
msgstr ""
"Es lo mismo si necesita importar certificados SSL desde un sistema operativo"
" o navegador que no mencionamos, busque `exportar certificado SSL` + `el "
"nombre de su navegador o sistema operativo` en su motor de búsqueda "
"preferido."
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280
msgid "Check if the certificate was imported correctly"
msgstr "Revise si el certificado se importó correctamente"
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282
msgid ""
"To confirm your printer's connection is secure, connect to its IP address "
"using HTTPS. For example, navigate to `https://192.168.1.25` in your "
"browser. If the SSL certificate has been applied correctly, you should no "
"longer see a warning page, and the address bar should display a padlock "
"icon, indicating that the connection is secure."
msgstr ""
"Para confirmar que la conexión de su impresora es segura, conéctese a su "
"dirección IP mediante HTTPS. Por ejemplo, vaya a `https://192.168.1.25` en "
"su navegador. Si el certificado SSL se aplicó de forma correcta, entonces ya"
" no debería aparecer la página de advertencia y en la barra de direcciones "
"debería aparecer un icono de candado que indica que la conexión es segura."
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:3
msgid "Secure connection (HTTPS)"
msgstr "Conexión segura (HTTPS)"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:5
msgid ""
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
"if you use an :doc:`ePos printer <epos_printers>`), HTTP becomes the default"
" protocol."
msgstr ""
"HTTP se convierte en el protocolo predeterminado si la opción **Dispositivos"
" directos** está habilitada en los ajustes de Punto de venta (por ejemplo, "
"si usa una :doc:`impresora ePos<epos_printers>`)."
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:9
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
msgstr "Fuerce su Punto de venta a usar una conexión segura (HTTPS)"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:11
msgid ""
"Add a new **key** in the **System Parameters** to force your Point of Sale "
"to use a secure connection with the HTTPS protocol."
msgstr ""
"Agregue una nueva **clave** en los **Parámetros del sistema** para forzar a "
"que su Punto de venta use una conexión segura con el protocolo HTTPS."
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:14
msgid ""
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
":menuselection:`Settings --> Technical --> Parameters --> System "
"Parameters`, then create a new parameter, add the following values and click"
" on *Save*."
msgstr ""
"Active el :ref:`modo de desarrollador <developer-mode>`, vaya a "
":menuselection:`Ajustes --> Técnico --> Parámetros --> Parámetros del "
"sistema`, después cree un nuevo parámetro, agregue los siguientes valores y "
"haga clic en *Guardar*."
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:18
msgid "**Key**: `point_of_sale.enforce_https`"
msgstr "**Clave**: `point_of_sale.enforce_https`"
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:19
msgid "**Value**: `True`"
msgstr "**Valor**: `True`"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:3
msgid "Multi-employee management"
msgstr "Gestión de varios empleados"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:5
msgid ""
"Odoo Point of Sale allows you to manage access to a specific POS by enabling"
" the **Multi Employees per Session** feature. When activated, :ref:`you can "
"select which users can log into the POS <employee_login/use>` and :ref:`keep"
" track of the employees involved in each order <employee_login/analytics>`."
msgstr ""
"Con la función **múltiples empleados por sesión** del Punto de venta de Odoo"
" usted podrá gestionar el acceso a un PdV en específico. Al activar esta "
"función :ref:`usted puede elegir qué usuarios pueden iniciar sesión en el "
"Punto de venta <employee_login/use>` y :ref:`podrá saber qué empleados están"
" involucrados en cada orden para darles seguimiento "
"<employee_login/analytics>`."
#: ../../content/applications/sales/point_of_sale/employee_login.rst:15
msgid ""
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
"click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per "
"Session`, and add the allowed employees in the :guilabel:`Allowed Employees`"
" field."
msgstr ""
":ref:`Ingrese a los ajustes del PdV <configuration/settings>` y seleccione "
"su Punto de venta o haga clic en los tres puntos (:guilabel:`⋮`) que "
"aparecen en la tarjeta de cada PdV y haga clic en :guilabel:`Editar`. Active"
" la función :guilabel:`Múltiples empleados por sesión` y agregue los "
"empleados permitidos en el campo :guilabel:`Empleados permitidos`."
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "setting to enable multiple cashiers in POS"
msgstr "ajuste para permitir varias cajas registradoras en el PdV"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:28
msgid ""
"Once the feature is activated, cashiers can log in :ref:`by scanning their "
"badge <employee_login/badge>` or selecting their name from the list of "
"allowed employees to :ref:`open the session <pos/session-start>`."
msgstr ""
"Una vez que haya activado la función, los cajeros podrán :ref:`escanear su "
"tarjeta de empleado <employee_login/badge>` para iniciar sesión. También "
"podrán seleccionar su nombre en la lista de empleados permitidos para "
":ref:`abrir la sesión <pos/session-start>`."
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "window to open a session when the multiple cashiers feature is enabled"
msgstr ""
"ventana para abrir una sesión cuando la función de múltiples cajeros esté "
"activada"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:35
msgid ""
"To switch to another user :ref:`from an open session <pos/session-start>`, "
"click the employee name at the top-right of the screen and select the "
"employee to swap with from the list."
msgstr ""
"Para cambiar de usuario :ref:`desde una sesión abierta <pos/session-start>`,"
" haga clic en el nombre del empleado en la parte superior derecha de la "
"pantalla y seleccione al empleado de la lista con el que quiere cambiar."
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "button to switch from one cashier to another."
msgstr "botón para cambiar de un cajero a otro."
#: ../../content/applications/sales/point_of_sale/employee_login.rst:41
msgid ""
"You can also require your employees to enter a pin code every time they log "
"into a POS to prevent them from logging in as someone else. To define the "
"code, go to the **Employees** app, open the employee form, and click the "
":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the "
":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` "
"category."
msgstr ""
"También le puede pedir a sus empleados que ingresen un código NIP cada vez "
"que inicien sesión en un Punto de venta para evitar que inicien sesión como "
"alguien más. Para definir el código NIP, vaya a la aplicación **Empleados**,"
" abra el formulario del empleado y haga clic en la pestaña "
":guilabel:`Ajustes de RR. HH.` Después, vaya a la categoría "
":guilabel:`Asistencia/Punto de venta` y en el campo :guilabel:`Código NIP` "
"ingrese el código que desee"
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
msgid "setting on the employee form to assign a badge ID and a PIN code."
msgstr ""
"ajuste en el formulario del empleado en donde se asigna una identificación y"
" un código NIP."
#: ../../content/applications/sales/point_of_sale/employee_login.rst:52
msgid "Log in using badges"
msgstr "Inicio de sesión con credencial"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:54
msgid ""
"For your employees to be able to log in by scanning their badge, they must "
"have a badge ID assigned. To do so, go to the **Employees** app, open the "
"employee form, and click the :guilabel:`HR settings` tab. Then, enter the "
"badge ID of your choice in the :guilabel:`Badge ID` field of the "
":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
msgstr ""
"Si quiere que sus empleados puedan iniciar sesión al escanear una "
"credencial, se les debe asignar un ID de credencial. Para hacerlo, vaya a la"
" aplicación **Empleados**, abra el formulario de empleado y haga clic en la "
"pestaña :guilabel:`Ajustes de RR. HH.` Después vaya a la sección de "
":guilabel:`Asistencia/Punto de venta` e ingrese el número de credencial que "
"quiera en el campo :guilabel:`ID de credencial` o haga clic en "
":guilabel:`Generar`."
#: ../../content/applications/sales/point_of_sale/employee_login.rst:59
msgid ""
"To switch to another user, lock the session by clicking the lock-shaped icon"
" (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
msgstr ""
"Si quiere cambiar a otro usuario, haga clic en el icono con forma de candado"
" (:guilabel:`🔓`), bloquee la sesión y escanee sus credencial."
#: ../../content/applications/sales/point_of_sale/employee_login.rst:65
msgid "Analytics"
msgstr "Analytics"
#: ../../content/applications/sales/point_of_sale/employee_login.rst:67
msgid ""
"Once you close and post the POS session, access the comprehensive report to "
"review all session activities, including who initiated the session and who "
"handled specific orders. To access the session's report, click the vertical "
"ellipsis button (:guilabel:`⋮`) on the POS card and select "
":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a "
"specific session for more detailed information, and click the "
":guilabel:`Orders` button to view a list of all orders placed during that "
"session."
msgstr ""
"Una vez que cierre y publique la sesión del punto de venta, podrá ver el "
"reporte completo donde vienen todas las actividades de la sesión, como quién"
" inició la sesión y quién gestionó algunas órdenes específicas. Para acceder"
" al reporte de la sesión haga clic en los tres puntos verticales "
"(:guilabel:`⋮`) en la carta del Punto de venta y seleccione "
":guilabel:`Sesiones` desde la sección de :guilabel:`Vista`. Después, "
"seleccione una sesión específica para información más detallada y después "
"haga clic en el botón de :guilabel:`Órdenes` para ver la lista de todas las "
"órdenes que se realizaron durante la sesión."
#: ../../content/applications/sales/point_of_sale/employee_login.rst:74
msgid ""
"To get an overview of all orders, regardless of the session, click the "
"vertical ellipsis button (:guilabel:`⋮`) on the POS card and select "
":guilabel:`Orders` from the :guilabel:`View` section."
msgstr ""
"Para obtener un resumen de las órdenes sin importar la sesión, haga clic en "
"los tres puntos verticales (:guilabel:`⋮`) en la carta del Punto de venta y "
"seleccione :guilabel:`Órdenes` en la sección :guilabel:`Vista`."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:5
msgid "Payment methods"
msgstr "Métodos de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:7
msgid ""
"To add a payment method, you first need to create it. Go to "
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
"New`, and set a name. Check :guilabel:`Identify Customer` to allow this "
"payment method *exclusively* for registered customers."
msgstr ""
"Para agregar un método de pago, primero debe de crearlo. Vaya a "
":menuselection:`Punto de venta --> Configuración --> Métodos de pago --> "
"Nuevo` y seleccione un nombre. Marque la casilla :guilabel:`Identificar "
"cliente` para que este método *sea exclusivo* para clientes registrados."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:11
msgid ""
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
"payments."
msgstr ""
"Después, seleccione el :guilabel:`Diario`. Elija :guilabel:`Efectivo` para "
"que este método de pago sea para pagos en efectivo o :guilabel:`Banco` para "
"usar este método para pagos con tarjeta."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst-1
msgid "Creating a new payment method for a POS."
msgstr "Crear un nuevo método de venta para un PdV."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:18
msgid ""
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
" Payment Terminal` field in which you can add your :doc:`payment terminal's "
"information <payment_methods/terminals>`."
msgstr ""
"Si selecciona el diario :guilabel:`banco` se agregará el campo "
":guilabel:`Use una terminal de pago` de manera automática. Aquí podrá "
"agregar :doc:`la información de su terminal de pago "
"<payment_methods/terminals>`."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:23
msgid ":doc:`payment_methods/terminals`."
msgstr ":doc:`payment_methods/terminals`."
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:25
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:63
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81
msgid ""
"Once the payment method is created, you can select it in your POS settings. "
"To do so, go to the :ref:`POS' settings <configuration/settings>`, click "
":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` "
"section."
msgstr ""
"Ya que haya creado el método de pago, puede seleccionarlo en sus ajustes del"
" Punto de venta. Para hacerlo, vaya a los :ref:`ajustes del punto de venta "
"<configuration/settings>`, haga clic en :guilabel:`Editar` y agregue el "
"método de pago en la sección de :guilabel:`Pagos`."
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:3
msgid "QR code payments"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:5
msgid ""
"QR code payments allow users to generate a code that customers can scan with"
" their mobile banking app to initiate a bank transfer or pay instantly."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:12
msgid "Activate and set up QR code payments"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:14
msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, and"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:16
msgid ""
"Activate or upgrade your country's fiscal localization package under the "
":guilabel:`Fiscal Localization` section to access all country-specific "
"accounting features."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:18
msgid ""
"Activate :guilabel:`QR codes` under the :guilabel:`Customer Payments` "
"section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:20
msgid ""
"Then, as the QR code type differs depending on your country, follow the "
"corresponding documentation page from the following table to set them up."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:26
msgid "QR code types"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27
msgid "Module name"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28
msgid "Technical name"
msgstr "Nombre técnico"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29
msgid "Description"
msgstr "Descripción"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30
msgid "Pix"
msgstr "Pix"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31
msgid ""
":doc:`Brazilian - Accounting<../../../finance/fiscal_localizations/brazil>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32
msgid "`l10n_br`"
msgstr "`l10n_br`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33
msgid ""
"The base module to manage the accounting chart and localization for Brazil."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34
msgid "FPS"
msgstr "FPS"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35
msgid ""
":doc:`Hong Kong - "
"Accounting<../../../finance/fiscal_localizations/hong_kong>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36
msgid "`l10n_hk`"
msgstr "`l10n_hk`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37
msgid ""
"The base module to manage the accounting chart and localization for Hong "
"Kong."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38
msgid "QRIS"
msgstr "QRIS"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39
msgid ""
":doc:`Indonesian - "
"Accounting<../../../finance/fiscal_localizations/indonesia>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40
msgid "`l10n_id`"
msgstr "`l10n_id`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41
msgid ""
"The base module to manage the accounting chart and localization for "
"Indonesia."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42
msgid "PayNow"
msgstr "PayNow"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43
msgid ""
":doc:`Singapore - "
"Accounting<../../../finance/fiscal_localizations/singapore>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44
msgid "`l10n_sg`"
msgstr "`l10n_sg`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45
msgid ""
"The base module to manage the accounting chart and localization for "
"Singapore."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46
msgid "QR-bill"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47
msgid ""
":doc:`Switzerland - "
"Accounting<../../../finance/fiscal_localizations/switzerland>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48
msgid "`l10n_ch`"
msgstr "`l10n_ch`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49
msgid ""
"The base module to manage the accounting chart and localization for "
"Switzerland."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50
msgid "PromptPay"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51
msgid ""
":doc:`Thailand - Accounting<../../../finance/fiscal_localizations/thailand>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52
msgid "`l10n_th`"
msgstr "`l10n_th`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53
msgid ""
"The base module to manage the accounting chart and localization for "
"Thailand."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54
msgid "VietQR"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55
msgid ""
":doc:`Vietnam - Accounting<../../../finance/fiscal_localizations/vietnam>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56
msgid "`l10n_vn`"
msgstr "`l10n_vn`"
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57
msgid ""
"The base module to manage the accounting chart and localization for Vietnam."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58
msgid "EPC"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59
msgid ""
":doc:`Account SEPA QR "
"Code<../../../finance/accounting/customer_invoices/epc_qr_code>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60
msgid "`account_qr_code_sepa`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61
msgid "This module adds support for SEPA Credit Transfer QR-code generation."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:64
msgid "Create the payment method"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:66
msgid "Open the Point of Sale application."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67
msgid ""
"Go to :menuselection:`Configuration --> Payment Methods` and create a "
"payment method."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68
msgid "Set a bank-type journal."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69
msgid ""
"Select :guilabel:`Bank App (QR Code)` under the :guilabel:`Integration` "
"section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70
msgid "Select the :guilabel:`QR Code Format` from the dropdown menu."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:72
msgid ""
"Select :guilabel:`SEPA Credit Transfer QR` if you are part of the Single "
"Euro Payments Area (SEPA)."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:74
msgid ""
"Select :guilabel:`EMV Merchant-Presented QR-code` for other QR code types."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1
msgid "QR code payment method configuration"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:80
msgid ""
"At least one bank account must be defined in the journal to allow QR code "
"payments to be registered with bank apps."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:83
msgid ""
"Once the payment method is created, go to the :ref:`POS' settings "
"<configuration/settings>` and add the payment method to your POS under the "
":guilabel:`Payment` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1
msgid "Enable QR code payment method"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:90
msgid "Register payments using QR codes"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:92
msgid ""
"When processing a payment, select the payment method for QR code payments. A"
" QR code is generated and displayed on the screen for the customer to scan "
"and pay with their mobile banking app."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1
msgid "QR code payment example"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:98
msgid "Hit :guilabel:`Confirm Payment` to validate the transaction."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:101
msgid ""
"Odoo does **not** check the bank payment. It is recommended that users "
"verify payments for validity before confirming them on the POS register."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5
msgid "Payment terminals"
msgstr "Terminales de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7
msgid ""
"Connecting and integrating a payment terminal with your POS system allows "
"you to accept multiple payment options, including credit and debit cards, "
"making the payment process more efficient."
msgstr ""
"Conectar e integrar su terminal de pago a su sistema de PdV le permitirá "
"aceptar varios métodos de pago, como tarjetas de crédito y débito, además de"
" que el proceso de pago será más eficiente."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15
msgid ""
"Go to the :ref:`application settings <configuration/settings>`, scroll down "
"to the :guilabel:`Payment Terminals` section, and tick your terminal's "
"checkbox."
msgstr ""
"Vaya a los :ref:`ajustes de la aplicación <configuration/settings>`, "
"diríjase a la sección :guilabel:`Terminales de pago` y seleccione la casilla"
" de su terminal."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1
msgid "checkbox in the settings to enable a payment terminal"
msgstr "Casilla en los ajustes para habilitar la terminal de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21
msgid "Then, follow the corresponding documentation to configure your device:"
msgstr ""
"Después, siga los pasos correspondientes para configurar su dispositivo:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23
msgid ":doc:`Adyen configuration <terminals/adyen>`"
msgstr ":doc:`Configuración de Adyen <terminals/adyen>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24
msgid ":doc:`Ingenico configuration <terminals/ingenico>`"
msgstr ":doc:`Configuración de Ingenico <terminals/ingenico>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25
msgid ":doc:`Mercado Pago configuration <terminals/mercado_pago>`"
msgstr ":doc:`Configuración de Mercado Pago <terminals/mercado_pago>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26
msgid ":doc:`Razorpay configuration <terminals/razorpay>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27
msgid ":doc:`SIX configuration <terminals/six>`"
msgstr ":doc:`Configuración de SIX <terminals/six>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28
msgid ":doc:`Stripe configuration <terminals/stripe>`"
msgstr ":doc:`Configuración de Stripe <terminals/stripe>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29
msgid ":doc:`Viva Wallet configuration <terminals/viva_wallet>`"
msgstr ":doc:`Configuración de Viva Wallet <terminals/viva_wallet>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30
msgid ":doc:`Worldline configuration <terminals/worldline>`"
msgstr ":doc:`Configuración de Worldline <terminals/worldline>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32
msgid ""
"Once the terminal is configured, you can :doc:`create the corresponding "
"payment method and add it to the POS <../payment_methods>`."
msgstr ""
"Una vez que haya configurado la terminal, puede :doc:`crear el método de "
"pago correspondiente y agregarlo al Punto de venta <../payment_methods>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3
msgid "Adyen"
msgstr "Adyen"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5
msgid ""
"Connecting an **Adyen payment terminal** allows you to offer a fluid payment"
" flow to your customers and ease the work of your cashiers."
msgstr ""
"Si conecta su **terminal de pago Adyen** podrá ofrecer a sus clientes un "
"flujo de pago eficaz y facilitar el trabajo a sus cajeros."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9
msgid ""
"Adyen payment terminals do not require an :doc:`IoT Box "
"</applications/general/iot>`."
msgstr ""
"Las terminales de pago Adyen no necesitan una :doc:`caja IoT "
"</applications/general/iot>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10
msgid ""
"Adyen terminals can be used in many countries, but not worldwide. Check the "
"`List of countries supported by Adyen <https://docs.adyen.com/point-of-"
"sale/what-we-support/supported-languages/>`_."
msgstr ""
"Las terminales Adyen se pueden utilizar en muchos países, pero no en todo el"
" mundo. Consulte la `lista de países compatibles con Adyen "
"<https://docs.adyen.com/point-of-sale/what-we-support/supported-"
"languages/>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12
msgid ""
"Adyen works only with businesses processing more than **$10 million "
"annually** or invoicing a minimum of **1,000 transactions per month**."
msgstr ""
"Adyen funciona solo con empresas que procesan más de **10 millones anuales**"
" o que facturan mínimo **1000 transacciones al mes**."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16
msgid ""
"`List of payment methods supported by Adyen <https://docs.adyen.com/point-"
"of-sale/what-we-support/payment-methods/>`_"
msgstr ""
"`Lista de métodos de pago compatibles con Adyen "
"<https://docs.adyen.com/point-of-sale/what-we-support/payment-methods/>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17
msgid ""
"`List of Adyen terminals <https://docs.adyen.com/point-of-sale/what-we-"
"support/select-your-terminals/>`_"
msgstr ""
"`Lista de terminales Adyen <https://docs.adyen.com/point-of-sale/what-we-"
"support/select-your-terminals/>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22
msgid ""
"Start by creating your Adyen account on `Adyen's website "
"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
"described on your terminal's screen."
msgstr ""
"Primero cree su cuenta de Adyen en el `sitio web de Adyen "
"<https://www.adyen.com/>`_. Después, siga los pasos que se muestran en la "
"pantalla de su terminal para activarla."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26
msgid ""
"`Adyen Docs - Payment terminal quickstart guides "
"<https://docs.adyen.com/point-of-sale/user-manuals>`_"
msgstr ""
"`Documentación de Adyen - Guías de inicio rápido para las terminales de pago"
" <https://docs.adyen.com/point-of-sale/user-manuals>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31
msgid "Generate an Adyen API key"
msgstr "Generar una clave API de Adyen"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33
msgid ""
"The **Adyen API key** is used to authenticate requests from your Adyen "
"terminal. To generate an API key, go to your :menuselection:`Adyen account "
"--> Developers --> API credentials`, and **create** new credentials or "
"select **existing** ones. Click :guilabel:`Generate an API key` and save the"
" key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the "
"payment method creation <adyen/method-creation>`."
msgstr ""
"La **clave API de Adyen** se utiliza para autenticar las solicitudes de su "
"terminal de Adyen. Para generar una clave API, vaya a su "
":menuselection:`cuenta de Adyen --> Desarrolladores --> Credenciales de API`"
" y **cree** nuevas credenciales o seleccione las que ya **existen**. Haga "
"clic en :guilabel:`Generar una clave API` y guarde la clave para pegarla en "
"el campo :guilabel:`Clave API de Adyen` de Odoo al :ref:`crear el método de "
"pago <adyen/method-creation>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40
msgid ""
"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
"resources/api-credentials#generate-api-key>`_."
msgstr ""
"`Documentos de Adyen - Credenciales API <https://docs.adyen.com/development-"
"resources/api-credentials#generate-api-key>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46
msgid "Locate the Adyen terminal identifier"
msgstr "Ubicar el identificador de terminal Adyen"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48
msgid ""
"The **Adyen Terminal Identifier** is the terminal's serial number, which is "
"used to identify the hardware."
msgstr ""
"El **identificador de terminal de Adyen** es el número de serie de la "
"terminal y se utiliza para identificar el hardware."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51
msgid ""
"To find this number, go to your :menuselection:`Adyen account --> Point of "
"Sale --> Terminals`, select the terminal to link with, and save its serial "
"number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field"
" at :ref:`the payment method creation <adyen/method-creation>`."
msgstr ""
"Para encontrar este número, vaya a su :menuselection:`cuenta de Adyen --> "
"Punto de Venta --> Terminales`, seleccione la terminal que vinculará y "
"guarde su número de serie, después lo pegará en el campo "
":guilabel:`Identificador de terminal de Adyen` de Odoo al :ref:`crear el "
"método de pago <adyen/method-creation>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57
msgid "Set the Event URLs"
msgstr "Configurar las URL del evento"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59
msgid ""
"For Odoo to know when a payment is made, you must configure the terminal "
"**Event URLs**. To do so,"
msgstr ""
"Para que Odoo sepa cuándo se realizó un pago, debe configurar las **URL de "
"eventos** de la terminal. Para ello:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61
msgid "Log in to `Adyen's website <https://www.adyen.com/>`_;"
msgstr "Inicie sesión en el `sitio web de Adyen <https://www.adyen.com/>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62
msgid ""
"Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
" select the connected terminal;"
msgstr ""
"Vaya al :menuselection:`tablero de Adyen --> Punto de venta --> Terminales` "
"y seleccione la terminal conectada."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64
msgid "From the terminal settings, click :guilabel:`Integrations`;"
msgstr ""
"Desde los ajustes de la terminal, haga clic en :guilabel:`Integraciones`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65
msgid ""
"Set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
":guilabel:`Decrypted`;"
msgstr ""
"Establezca el campo :guilabel:`Cambiar a modo descifrado para editar esta "
"configuración` en :guilabel:`Descifrado`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66
msgid ""
"Click the **pencil icon** button and enter your server address, followed by "
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field;"
msgstr ""
"Haga clic en el **icono de lápiz** y escriba la dirección de su servidor, "
"seguida por `/pos_adyen/notification` en el campo :guilabel:`URL de "
"eventos`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68
msgid "Click :guilabel:`Save` at the bottom of the screen to save changes."
msgstr ""
"Haga clic en :guilabel:`Guardar` en la parte inferior de la pantalla para "
"guardar los cambios."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72
msgid "Configure the payment method"
msgstr "Configure el método de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field."
msgstr ""
"Habilite la terminal de pago en los :ref:`ajustes de la aplicación "
"<configuration/settings>` y :doc:`cree el método de pago relacionado "
"<../../payment_methods>`. Establezca el tipo de diario como "
":guilabel:`Banco` y seleccione :guilabel:`Adyen` en el campo :guilabel:`Usar"
" una terminal de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79
msgid ""
"Finally, fill in the mandatory fields with your :ref:`Adyen API key "
"<adyen/api>`, :ref:`Adyen Terminal Identifier <adyen/identifier>`, and "
":guilabel:`Adyen Merchant Account`."
msgstr ""
"Por último, complete los campos obligatorios con su :ref:`clave API de Adyen"
" <adyen/api>`, :ref:`identificador de terminal de Adyen <adyen/identifier>` "
"y :guilabel:`cuenta de comerciante de Adyen`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:89
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:123
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:96
msgid "Pay with a payment terminal"
msgstr "Pagar con una terminal de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:91
msgid ""
"When processing a payment, select :guilabel:`Adyen` as the payment method. "
"Check the amount and click on :guilabel:`Send`. Once the payment is "
"successful, the status changes to :guilabel:`Payment Successful`."
msgstr ""
"Al procesar un pago, seleccione :guilabel:`Adyen` como método de pago. "
"Revise el importe y haga clic en :guilabel:`Enviar`. En cuanto se realice el"
" pago, el estado cambia a :guilabel:`Pago exitoso`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:0
msgid ""
"In case of connection issues between Odoo and the payment terminal, force "
"the payment by clicking on :guilabel:`Force Done`, which allows you to "
"validate the order."
msgstr ""
"En caso de que haya problemas de conexión entre Odoo y la terminal de pago, "
"puede forzar el pago al hacer clic en :guilabel:`forzar hecho`, lo que le "
"permite validar la orden."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:0
msgid ""
"This option is only available after receiving an error message informing you"
" that the connection failed."
msgstr ""
"Esta opción solo está disponible después de recibir un mensaje de error que "
"le informa que la conexión falló."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:100
msgid "To cancel the payment request, click on :guilabel:`cancel`."
msgstr ""
"Para cancelar la solicitud de pago, haga clic en :guilabel:`cancelar`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3
msgid "Ingenico"
msgstr "Ingenico"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5
msgid ""
"Connecting a payment terminal allows you to offer a fluid payment flow to "
"your customers and ease the work of your cashiers."
msgstr ""
"Conectar una terminal de pago le permite ofrecerle a sus clientes un flujo "
"de pago ágil y facilitar el trabajo de sus cajeros."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9
msgid ""
"Ingenico payment terminals require an :doc:`IoT Box "
"</applications/general/iot>`."
msgstr ""
"Las terminales de pago Ingenico necesitan una :doc:`caja IoT "
"</applications/general/iot>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10
msgid ""
"Ingenico is currently only available in Belgium, the Netherlands and "
"Luxembourg."
msgstr ""
"En este momento Ingenico solo está disponible en Bélgica, Países Bajos y "
"Luxemburgo."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11
msgid ""
"Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as "
"they support the TLV communication protocol through TCP/IP."
msgstr ""
"Odoo funciona con las terminales de pago Lane, Desk y Move de Ingenico que "
"son compatibles con el protocolo de comunicación TLV a través de TCP/IP."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19
msgid "Connect an IoT Box"
msgstr "Conectar una caja IoT"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20
msgid ""
"Connecting an Ingenico payment terminal to Odoo is a feature that requires "
"an IoT Box. For more information on how to connect an IoT Box to your "
"database, please refer to the :doc:`IoT documentation "
"</applications/general/iot/config/connect>`."
msgstr ""
"Conectar una terminal de pago Ingenico a Odoo es una función que requiere "
"una caja IoT. Para más información sobre cómo conectar una caja IoT a su "
"base de datos, refiérase a :doc:`documentación "
"IoT</applications/general/iot/config/connect>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25
msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX"
msgstr ""
"Configure las terminales de pago Lane/Desk/Move 5000 de Ingenico para "
"BENELUX"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27
msgid ""
"Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on "
"Desk/5000 and Move/5000)."
msgstr ""
"Presione el botón de función (:guilabel:`F` en Lane/5000, :guilabel:`⦿` en "
"Desk/5000 y Move/5000)."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29
msgid ""
"Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings "
"password."
msgstr ""
"Vaya a :menuselection:`menú Kassa --> menú de Ajustes` e ingrese la "
"contraseña de los ajustes."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30
msgid ""
"Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next "
"screen."
msgstr ""
"Seleccione :guilabel:`Change Connection` (cambiar conexión) y presione "
":guilabel:`OK` en la siguiente pantalla."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31
msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`."
msgstr "Seleccione :guilabel:`TCP/IP` y :guilabel:`IP-address`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32
msgid "On the next screen, enter the IP address of your IoT Box."
msgstr "En la siguiente pantalla ingrese la dirección IP de su caja IoT."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33
msgid ""
"Enter `9000` as port number and press :guilabel:`OK` on the next screen."
msgstr ""
"Escriba `9000` como número de puerto y presione :guilabel:`OK` en la "
"siguiente pantalla."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35
msgid ""
"At this point, the terminal restarts and should be displayed in your IoT Box"
" form in Odoo."
msgstr ""
"En este momento, la terminal se reiniciará y se debería de ver en su caja "
"IoT de Odoo."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field."
" Then, select your terminal device in the :guilabel:`Payment Terminal "
"Device` field."
msgstr ""
"Habilite la terminal de pago en los :ref:`ajustes de la aplicación "
"<configuration/settings>` y :doc:`cree el método de pago relacionado "
"<../../payment_methods>`. Establezca el tipo de diario como "
":guilabel:`Banco` y seleccione :guilabel:`Ingenico` en el campo "
":guilabel:`Usar una terminal de pago`. Luego, seleccione el dispositivo "
"correspondiente en el campo :guilabel:`Dispositivo de terminal de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:57
msgid ""
"In your *PoS interface*, when processing a payment, select a *Payment "
"Method* using a payment terminal. Check that the amount in the tendered "
"column is the one that has to be sent to the payment terminal and click on "
"*Send*. When the payment is successful, the status will change to *Payment "
"Successful*."
msgstr ""
"Al procesar un pago en la *interfaz de PdV* seleccione un *método de pago* "
"con una terminal. Revise la cantidad en la columna emitida sea la misma que "
"tiene que enviarse a la terminal de pago y haga clic en *Enviar*. Cuando se "
"realice el pago, el estado cambiará a *Pago realizado*."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:66
msgid ""
"If you want to cancel the payment request, click on cancel. You can still "
"retry to send the payment request."
msgstr ""
"Si quiere cancelar la petición de pago, haga clic en cancelar. Puede "
"intentar enviar la petición de pago de nuevo."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:69
msgid ""
"If there is any issue with the payment terminal, you can still force the "
"payment using the *Force Done*. This will allow you to validate the order in"
" Odoo even if the connection between the terminal and Odoo has issues."
msgstr ""
"Si hay un problema con la terminal de pago, puede forzar el pago si usa "
"*Forzar terminación*. Esto le permitirá validar la orden en Odoo incluso si "
"la conexión entre la terminal y Odoo tiene problemas."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:75
msgid ""
"This option will only be available if you received an error message telling "
"you the connection failed."
msgstr ""
"La opción solo estará disponible si recibe un mensaje de error en el que "
"diga que la conexión falló."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:78
msgid ""
"Once your payment is processed, on the payment record, you’ll find the type "
"of card that has been used and the transaction ID."
msgstr ""
"Una vez que se haya procesado su pago, verá el tipo de tarjeta que se usó y "
"el ID de la transacción en el registro del pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3
msgid "Mercado Pago"
msgstr "Mercado Pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9
msgid ""
"Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and "
"**Mexico** are supported. They can be purchased on `Mercado Pago's website "
"<https://www.mercadopago.com.mx/herramientas-para-vender/lectores-point>`_."
msgstr ""
"Las terminales de pago **Point Smart** solo son compatibles en "
"**Argentina**, **Brasil** y **México** y puede comprarlas en el sitio web de"
" `Mercado Pago <https://www.mercadopago.com.mx/herramientas-para-"
"vender/lectores-point>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14
msgid ""
"`Mercado Pago online payments <https://www.mercadopago.com.mx/herramientas-"
"para-vender/check-out#benefits-checkout>`_"
msgstr ""
"`Pagos con Mercado Pago <https://www.mercadopago.com.mx/herramientas-para-"
"vender/check-out#benefits-checkout>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22
msgid "Create a `Mercado Pago account <https://www.mercadopago.com.mx/>`_."
msgstr "Cree una `cuenta de Mercado Pago <https://www.mercadopago.com.mx/>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23
msgid ""
"Associate your Point Smart terminal with a :guilabel:`store` and a "
":guilabel:`cash drawer` by following `Mercado Pago's documentation "
"<https://vendedores.mercadolibre.com.ar/nota/locales-una-herramienta-para-"
"mejorar-la-gestion-de-tus-puntos-de-venta/>`_."
msgstr ""
"Asocie su terminal Point Smart con una :guilabel:`tienda` y una "
":guilabel:`caja`. Siga la `documentación de Mercado Pago "
"<https://vendedores.mercadolibre.com.ar/nota/locales-una-herramienta-para-"
"mejorar-la-gestion-de-tus-puntos-de-venta/>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27
msgid ""
"All purchased terminals are automatically displayed on your Mercado "
"dashboard."
msgstr ""
"Todas sus terminales aparecerán de forma automática en el tablero de Mercado"
" Pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29
msgid ""
"Set your Point Smart terminal to the :guilabel:`Point of Sale` operation "
"mode."
msgstr ""
"Configure su terminal Point Smart con el modo de operación :guilabel:`Punto "
"de venta`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32
msgid "Odoo does not support the :guilabel:`Standalone` operation mode."
msgstr ""
"Odoo no es compatible con el modo de operación :guilabel:`STANDALONE`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34
msgid ""
":ref:`Create a Point Smart application <pos-mercado-pago-application>`."
msgstr ""
":ref:`Cree una aplicación Point Smart <pos-mercado-pago-application>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35
msgid ":ref:`Generate your credentials <pos-mercado-pago-credentials>`."
msgstr ":ref:`Genere sus credenciales <pos-mercado-pago-credentials>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36
msgid ""
":ref:`Create and configure the related payment method <pos-mercado-pago-"
"method>`."
msgstr ""
":ref:`Cree y configure el método de pago relacionado <pos-mercado-pago-"
"method>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41
msgid "Point Smart application"
msgstr "Aplicaciones para Point Smart"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43
msgid ""
"Create a new application from Mercado Pago's `developer panel "
"<https://www.mercadopago.com/developers>`_ by following `Mercado Pago's "
"applications documentation <https://www.mercadopago.com.mx/ayuda/20152>`_, "
"making sure you select :guilabel:`In person Payments`."
msgstr ""
"Cree una nueva aplicación desde el `panel de desarrolladores de Mercado Pago"
" <https://www.mercadopago.com/developers>`_ con las instrucciones que se "
"encuentran en la `documentación de aplicaciones de Mercado Pago "
"<https://www.mercadopago.com.mx/ayuda/20152>`_. Asegúrese de seleccionar "
":guilabel:`Pagos en persona`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51
msgid "Credentials"
msgstr "Credenciales"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53
msgid ""
"Once the Point Smart application is created, three credentials are required:"
msgstr ""
"Una vez que haya creado la aplicación Point Smart necesitará tres "
"credenciales:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55
msgid "An access token that Odoo uses to call Mercado Pago."
msgstr "Un token de acceso que Odoo utiliza para llamar a Mercado Pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56
msgid ""
"A webhook secret key that Odoo uses to authenticate notifications sent by "
"Mercado Pago."
msgstr ""
"Una clave secreta de webhook que Odoo utiliza para autenticar las "
"notificaciones que envía Mercado Pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57
msgid ""
"The **terminal serial number** at the back of your Point Smart terminal."
msgstr ""
"El **número de serie de la terminal** que se encuentra en la parte posterior"
" de la Point Smart."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59
msgid ""
"Retrieve the access token and webhook secret key by following `Mercado "
"Pago's credentials documentation "
"<https://www.mercadopago.com.mx/developers/en/docs/your-"
"integrations/credentials>`_. Then, copy and paste them into Odoo when "
"creating the payment method."
msgstr ""
"Siga las instrucciones en la `documentación de credenciales de Mercado Pago "
"<https://www.mercadopago.com.mx/developers/es/docs/your-"
"integrations/credentials>`_ para obtener el token de acceso y la clave "
"secreta. Copie estas credenciales y péguelas en Odoo al crear el método de "
"pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64
msgid ""
"For the webhooks configuration, add the URL of your Odoo database (e.g., "
"`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` "
"(e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)."
msgstr ""
"Para configurar los webhooks, escriba la URL de su base de datos de Odoo "
"(por ejemplo, `https://miempresa.odoo.com`) y luego "
"`/pos_mercado_pago/notification` (por ejemplo, "
"`https://miempresa.odoo.com/pos_mercado_pago/notification`)."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0
msgid "Webhooks configuration on Mercado Pago."
msgstr "Configuración de webhooks en Mercado Pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74
msgid "Payment method"
msgstr "Método de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
"enable :guilabel:`Mercado Pago` under the :guilabel:`Payment Terminals` "
"section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34
msgid ""
":doc:`Create the related payment method <../../payment_methods>` by going to"
" :menuselection:`Point of Sale --> Configuration --> Payment Methods`."
msgstr ""
":doc:`Cree el método de pago relacionado <../../payment_methods>` en "
":menuselection:`Punto de venta --> Configuración --> Métodos de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80
msgid "Set the journal type as :guilabel:`Bank`"
msgstr "Configure el tipo de diario como :guilabel:`Banco`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81
msgid ""
"Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` "
"field."
msgstr ""
"Seleccione :guilabel:`Mercado Pago` en el campo :guilabel:`Usar una terminal"
" de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82
msgid ""
"Fill in the mandatory fields with the :ref:`previously generated credentials"
" <pos-mercado-pago-credentials>`:"
msgstr ""
"Complete los campos obligatorios con las :ref:`credenciales generadas <pos-"
"mercado-pago-credentials>`:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85
msgid ""
"Fill in the :guilabel:`Production user token` field using the access token."
msgstr ""
"Complete el campo :guilabel:`Token de usuario de producción` con el token de"
" acceso. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86
msgid ""
"Fill in the :guilabel:`Production secret key` field using the webhook secret"
" key."
msgstr ""
"Complete el campo :guilabel:`Clave secreta de producción` con la clave "
"secreta del webhook. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87
msgid ""
"Fill in the :guilabel:`Terminal S/N` field using the terminal serial number."
" You can find it at the back of your terminal."
msgstr ""
"Complete el campo :guilabel:`Número de serie de la terminal` con el número "
"correspondiente, este se encuentra en la parte trasera de su terminal. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89
msgid ""
"Click the :guilabel:`Force PDV` button to activate the Point of Sale mode."
msgstr ""
"Haga clic en el botón :guilabel:`Forzar PdV` para activar el modo Punto de "
"venta. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst-1
msgid "Form to create a new payment method."
msgstr "Formulario para crear un nuevo método de pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94
msgid ""
"Select the payment method by going to the :ref:`POS' settings "
"<configuration/settings>` and adding it to the payment method under the "
":guilabel:`Payment Methods` field of the :guilabel:`Payment` section."
msgstr ""
"Seleccione el método de pago en los :ref:`ajustes del PdV "
"<configuration/settings>` y agregue el método al campo :guilabel:`Métodos de"
" pago` de la sección :guilabel:`Pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:101
msgid "Paying with a payment terminal"
msgstr "Pagar con una terminal de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:103
msgid ""
"When processing a payment, select your Mercado Pago payment method, check "
"the amount, and click :guilabel:`Send`. Once the payment is successful, the "
"status changes to :guilabel:`Payment Successful`."
msgstr ""
"Al procesar un pago, seleccione el método de pago Mercado Pago, revise el "
"importe y haga clic en :guilabel:`Enviar`. En cuanto se realice el pago, su "
"estado cambiará a :guilabel:`Pago exitoso`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:108
msgid ""
"In case of connection issues between Odoo and the payment terminal, force "
"the payment by clicking :guilabel:`Force Done`, which allows you to validate"
" the order. This option is only available after receiving an error message "
"informing you that the connection failed."
msgstr ""
"En caso de que haya problemas de conexión entre Odoo y la terminal de pago "
"deberá forzar el pago. Haga clic en :guilabel:`Forzar terminación` para "
"validar la orden con esta acción. Es importante mencionar que esto solo está"
" disponible después de recibir un mensaje de error que indique que la "
"conexión falló."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:111
msgid "To cancel the payment request, click :guilabel:`Cancel`."
msgstr ""
"Haga clic en :guilabel:`Cancelar` para cancelar la solicitud de pago. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:114
msgid ""
"Any action made on the terminal should trigger a notification on the POS "
"interface. Ensure the :ref:`webhook secret key <pos-mercado-pago-"
"credentials>` is correctly configured if you are not notified."
msgstr ""
"Todas las acciones que realice deben enviar una notificación a la interfaz "
"PdV. En caso de que no las reciba, asegúrese de que la :ref:`clave secreta "
"de webhook <pos-mercado-pago-credentials>` está configurada de forma "
"correcta. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3
msgid "Razorpay"
msgstr "Razorpay"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5
msgid ""
"Connecting a Razorpay payment terminal allows you to offer a fluid payment "
"flow to your customers and ease the work of your cashiers."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9
msgid ""
":doc:`Use Razorpay as apayment provider. "
"<../../../../finance/payment_providers/razorpay>`"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17
msgid "Locate your Razorpay credentials"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19
msgid ""
"`Create a Razorpay account <https://razorpay.com/docs/payments/easy-create-"
"account/>`_ and set it up on their website."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22
msgid ""
"You need the following credentials to set up the payment method in Odoo:"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24
msgid ""
"`API key <https://razorpay.com/docs/payments/dashboard/account-settings/api-"
"keys/>`_"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25
msgid "Razorpay username"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26
msgid ""
"Razorpay device serial number, which can be found underneath the device or "
"on `Razorpay's dashboard <https://dashboard.razorpay.com/>`_."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32
msgid ""
":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` "
"to enable the payment terminal."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37
msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38
msgid ""
"Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39
msgid ""
"Enter your username in the :guilabel:`Razorpay Username` field and your "
"device's serial number in the :guilabel:`Razorpay Device Serial No` field."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41
msgid ""
"Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API "
"key <razorpay/credentials>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43
msgid ""
"Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst-1
msgid "Razorpay connection form"
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49
msgid ""
"You can enable the :guilabel:`Razorpay Test Mode` field while testing or "
"keep it unchecked for production."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52
msgid ""
"Once the payment method is created, you can enable it for your POS. To do "
"so, go to the :ref:`POS' settings <configuration/settings>` and add the "
"payment method under the :guilabel:`Payment` section."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:58
msgid ""
"When processing a payment, select the Razorpay payment method. Check the "
"amount and click :guilabel:`Send`. Once the payment is successful, the "
"status changes to :guilabel:`Payment Successful`. To cancel the payment "
"request, click :guilabel:`Cancel`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:70
msgid "The terminal must have at least a 10% battery level to use it."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3
msgid "SIX"
msgstr "SIX"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5
msgid ""
"Connecting a **SIX payment terminal** allows you to offer a fluid payment "
"flow to your customers and ease the work of your cashiers."
msgstr ""
"Conectar una **terminal de pago SIX** le permite ofrecerle a sus clientes un"
" flujo de pago ágil y facilitar el trabajo de sus cajeros."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9
msgid ""
"Even though Worldline has acquired SIX Payment Services and both companies "
"use Yomani payment terminals, the firmware they run is different. Terminals "
"received from Worldline are, therefore, not compatible with this "
"integration."
msgstr ""
"Aunque Worldline compró SIX Payment Services y ambas empresas usan "
"terminales de pago Yomani, el firmware con el que trabajan es diferente. Es "
"por esto que las terminales recibidas desde Worldline no son compatibles con"
" esta integración."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17
msgid "Install the POS IoT Six module"
msgstr "Instalar el módulo de PdV IoT Six"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
msgid ""
"To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the "
":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds "
"the necessary driver and interface to your database to detect Six terminals."
msgstr ""
"Para activar el módulo PdV IoT Six vaya a :guilabel:`Aplicaciones`, quite el"
" filtro :guilabel:`Aplicaciones` y busque **PdV IoT Six**. Este módulo "
"agrega el driver y la interfaz que se necesita para que su base de datos "
"detecte terminales Six."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24
msgid "This module replaces the **POS Six** module."
msgstr "Este módulo reemplaza el módulo **PdV Six**."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27
msgid "Connect an IoT box"
msgstr "Conectar una caja IoT"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29
msgid ""
"Connecting a Six payment terminal to Odoo is requires :doc:`using a "
"Raspberry Pi or virtual (for Windows OS only) IoT box "
"</applications/general/iot/config/connect>`."
msgstr ""
"Para conectar una terminal de pago Six a Odoo se necesita :doc:`usar una "
"Raspberry Pi o una caja IoT virtual (solo para sistema operativo Windows) "
"</applications/general/iot/config/connect>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33
msgid "Configure the terminal ID"
msgstr "Configurar el ID de la terminal"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35
msgid ""
"Navigate to your IoT Box homepage, where you can find the :guilabel:`Six "
"payment terminal` field once your database server is connected to the IoT "
"box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field "
"with the ID received from Six, and click :guilabel:`Connect`. Your Six "
"terminal ID should appear in the :guilabel:`Current Terminal Id` section."
msgstr ""
"Vaya a la página de inicio de su caja IoT donde podrá encontrar el campo "
":guilabel:`Terminal de pago Six` una vez que el servidor de su base de datos"
" esté conectado a la caja IoT. Haga clic en :guilabel:`Configurar`, en el "
"campo :guilabel:`ID de la terminal` ingrese el ID que recibió de Six y haga "
"clic en :guilabel:`Conectar`. El ID de su terminal de Six debería aparecer "
"en la sección :guilabel:`Current Terminal Id` (ID de la terminal actual)."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Setting the Six terminal ID"
msgstr "Configurando el ID de la terminal Six"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43
msgid ""
"Odoo automatically restarts the IoT box when the Six terminal ID is "
"configured. If your Six terminal is online, it will be automatically "
"detected and connected to the database. Check the IoT box homepage under the"
" :guilabel:`Payments` section to confirm the connection."
msgstr ""
"Una vez que haya configurado el ID de la terminal Six, Odoo reiniciará la "
"caja IoT de inmediato. Si su terminal de Six está en línea, se detectará y "
"conectará a la base de datos de manera automática. Revise la página de "
"inicio de la caja IoT en la sección :guilabel:`Pagos` para confirmar la "
"conexión."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Confirming the connection to the Six payment terminal"
msgstr "Confirmación de la conexión de la terminal de pago Six"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. "
"Then, select your terminal device in the :guilabel:`Payment Terminal Device`"
" field."
msgstr ""
"Habilite la terminal de pago en los :ref:`ajustes de la aplicación "
"<configuration/settings>` y :doc:`cree el método de pago relacionado "
"<../../payment_methods>`. Establezca el tipo de diario como "
":guilabel:`Banco` y seleccione :guilabel:`SIX IOT` en el campo "
":guilabel:`Usar una terminal de pago`. Luego, seleccione el dispositivo "
"correspondiente en el campo :guilabel:`Dispositivo de terminal de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Creating a new payment method for the SIX payment terminal"
msgstr "Creación de un nuevo método de pago para la terminal de pago SIX"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:70
msgid ""
"When processing a payment, select :ref:`your Six payment method "
"<six/configure>` in the :guilabel:`Payment Method` section and click "
":guilabel:`Send`. To cancel the payment request, click :guilabel:`Cancel`. "
"Once the payment is successful, the status switches to :guilabel:`Payment "
"Successful`."
msgstr ""
"Cuando procese un pago, seleccione su :ref:`método de pago Six "
"<six/configure>` en la sección :guilabel:`método de pago` y haga clic en "
":guilabel:`Enviar`. Si desea cancelar la solicitud de pago, haga clic en "
":guilabel:`cancelar`. Una vez que el pago se haya realizado correctamente, "
"el estado cambiará a :guilabel:`pago exitoso`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
msgid "Paying with Six"
msgstr "Pago con Six"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:79
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101
msgid ""
"Once your payment is processed, the type of card used and the transaction ID"
" appear on the payment record."
msgstr ""
"Una vez que se procese el pago, el tipo de tarjeta que se utilizó y el ID de"
" la transacción aparece en el registro del pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:81
msgid ""
"The language used for error messages is the same as the Six terminal. "
"Configure the terminal to change the language or contact Six."
msgstr ""
"El idioma utilizado para los mensajes de error es el mismo que el de la "
"terminal. Configure la terminal para cambiar el idioma o contacte con Six."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:83
msgid "By default, the port used by the Six terminal is `7784`."
msgstr ""
"El puerto utilizado por el terminal Six es `7784` de forma predeterminada."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:86
msgid ""
"If there are connection issues between the payment terminal and Odoo, you "
"can still force the payment validation in Odoo using the :guilabel:`Force "
"Done` button."
msgstr ""
"Si tiene problemas de conexión entre la terminal de pago y Odoo, puede "
"forzar la validación del pago en Odoo mediante el botón :guilabel:`forzar "
"terminación`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3
msgid "Stripe"
msgstr "Stripe"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9
msgid ""
"Stripe payment terminals do not require an :doc:`IoT Box "
"</applications/general/iot>`"
msgstr ""
"Las terminales de pago Stripe no necesitan una :doc:`caja IoT "
"</applications/general/iot>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10
msgid ""
"Stripe terminals can be used in many countries, but not worldwide. Check the"
" `global availability for Stripe Terminal "
"<https://support.stripe.com/questions/global-availability-for-stripe-"
"terminal>`_."
msgstr ""
"Las terminales de Stripe se pueden utilizar en muchos países, pero no en "
"todo el mundo. Consulte la `disponibilidad global de la terminal Stripe "
"<https://support.stripe.com/questions/global-availability-for-stripe-"
"terminal>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12
msgid ""
"Stripe's integration works with `Stripe Terminal smart readers "
"<https://docs.stripe.com/terminal/smart-readers>`_"
msgstr ""
"La integración de Stripe funciona con los `lectores de Stripe Terminal "
"<https://docs.stripe.com/terminal/smart-readers>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15
msgid ""
":doc:`Stripe as payment provider "
"<../../../../finance/payment_providers/stripe>`"
msgstr ""
":doc:`Stripe como proveedor de pagos "
"<../../../../finance/payment_providers/stripe>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16
msgid ""
"`List of payment methods supported by Stripe "
"<https://stripe.com/payments/payment-methods>`_"
msgstr ""
"`Lista de métodos de pago compatibles con Stripe "
"<https://stripe.com/payments/payment-methods>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24
msgid ""
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
":guilabel:`Stripe`."
msgstr ""
"Active **Stripe** en :menuselection:`Punto de venta --> Configuración --> "
"Ajustes --> Terminales de pago` y habilite :guilabel:`Stripe`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27
msgid "Then, create the payment method:"
msgstr "Después, cree el método de pago:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
"your payment method's name;"
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Configuración --> Métodos de "
"pago`, haga clic en :guilabel:`crear` y complete el campo :guilabel:`método`"
" con el nombre de su método de pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31
msgid ""
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
" a Payment Terminal` field as :guilabel:`Stripe`;"
msgstr ""
"Establezca el campo :guilabel:`diario` como :guilabel:`banco` y el campo "
":guilabel:`usar una terminal de pago` como :guilabel:`Stripe`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33
msgid ""
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
"Number` field;"
msgstr ""
"Introduzca el número de serie de su terminal de pago en el campo "
":guilabel:`número de serie de Stripe`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34
msgid ""
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
"payment method.`"
msgstr ""
"Haga clic en :guilabel:`no olvide completar la conexión con Stripe antes de "
"utilizar este método de pago.`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "payment method creation form"
msgstr "Formulario de creación de método de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41
msgid ""
"Click :guilabel:`Identify Customer` to allow this payment method "
"**exclusively** for identified customers. For any unidentified customers to "
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
"unchecked."
msgstr ""
"Haga clic en :guilabel:`identificar cliente` para permitir este método de "
"pago **únicamente** a clientes identificados. Deje la casilla "
":guilabel:`identificar cliente` sin seleccionar para que los clientes sin "
"identificar puedan pagar con Stripe."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44
msgid ""
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
" can stay empty to use the default accounts."
msgstr ""
"Los campos :guilabel:`cuenta pendiente` y :guilabel:`cuenta intermediaria` "
"se pueden dejar vacíos para utilizar las cuentas predeterminadas."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46
msgid ""
"Find your payment terminal serial number under the device or on `Stripe's "
"dashboard <https://dashboard.stripe.com>`_."
msgstr ""
"Puede encontrar el número de serie de su terminal de pago en la parte "
"inferior del dispositivo o en el `tablero de Stripe "
"<https://dashboard.stripe.com>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50
msgid "Connect Stripe to Odoo"
msgstr "Conectar Stripe con Odoo"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52
msgid ""
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
"configuration page. Fill in all the information to create your Stripe "
"account and link it with Odoo. Once the forms are completed, the API keys "
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
"Publishable keys`, click the keys to copy them, and paste them into the "
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
"POS."
msgstr ""
"Haga clic en :guilabel:`conectar a Stripe`. Esto lo redirige de forma "
"automática a la página de configuración. Complete toda la información para "
"crear su cuenta de Stripe y vincúlela con Odoo. Una vez que complete los "
"formularios, puede obtener las claves API (:guilabel:`clave pública` y "
":guilabel:`clave secreta`) en el sitio web de **Stripe**. Para hacerlo, haga"
" clic en :guilabel:`obtenga sus claves secreta y pública`, haga clic en las "
"claves para copiarlas y péguelas en los campos correspondientes en Odoo. "
"Ahora puede configurar su terminal en un PdV."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
msgid "stripe connection form"
msgstr "Formulario de conexión con Stripe"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64
msgid ""
"When you use **Stripe** exclusively in Point of Sale, you only need the "
"**Secret Key** to use your terminal."
msgstr ""
"Cuando usa **Stripe** únicamente en Punto de venta, solo necesita la **clave"
" secreta** para usar su terminal."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66
msgid ""
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
"set as :guilabel:`Disabled`."
msgstr ""
"Cuando utiliza Stripe **como proveedor de pago**, el :guilabel:`estado` se "
"puede establecer como :guilabel:`deshabilitado`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68
msgid ""
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
"does not work. To retrieve the API keys manually, log in to your `Stripe "
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
"and click :guilabel:`Developers > API`."
msgstr ""
"El botón :guilabel:`conectar a Stripe` no funciona en las bases de datos con"
" alojamiento **local**. Para obtener las claves API de forma manual, inicie "
"sesión en su `tablero de Stripe <https://dashboard.stripe.com>`_, escriba "
"`API` en la barra de búsqueda y haga clic en :guilabel:`Desarrolladores > "
"API`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74
msgid "Configure the payment terminal"
msgstr "Configurar la terminal de pago"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76
msgid ""
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
"admin PIN code, validate and select your network."
msgstr ""
"Deslice a la derecha en su terminal de pago, haga clic en "
":guilabel:`ajustes`, introduzca el código NIP de administrador, valide y "
"seleccione su red."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80
msgid "The user's device and the terminal must share the same network."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81
msgid "In case of a Wi-Fi connection, the network must be secured."
msgstr ""
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82
msgid ""
"You must enter the admin PIN code to access your payment terminal settings. "
"By default, this code is `07139`."
msgstr ""
"Debe ingresar el código NIP de administrador para acceder a los ajustes de "
"su terminal de pago. De forma predeterminada, este código es `07139`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116
msgid "Link the payment method to a POS"
msgstr "Vincular el método de pago con un PdV"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88
msgid ""
"To add a **payment method** to your point of sale, go to "
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
"method for **Stripe** in the :guilabel:`Payment Methods` field."
msgstr ""
"Para agregar un **método de pago** a su punto de venta, vaya a "
":menuselection:`Punto de venta --> Configuración --> Ajustes`. Seleccione el"
" PdV, baje a la sección :guilabel:`pagos` y agregue el método de pago que "
"utilizará para **Stripe** en el campo :guilabel:`métodos de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:95
msgid ""
"When processing a payment, select :guilabel:`Stripe` as the payment method. "
"Check the amount and click :guilabel:`Send`. Once the payment is successful,"
" the status changes to :guilabel:`Payment Successful`. To cancel the payment"
" request, click :guilabel:`cancel`."
msgstr ""
"Al procesar un pago, seleccione :guilabel:`Stripe` como el método de pago. "
"Revise el importe y haga clic en :guilabel:`Enviar`. En cuanto se realiza el"
" pago, el estado cambia a :guilabel:`pago exitoso`. Haga clic en "
":guilabel:`cancelar` para cancelar la solicitud de pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104
msgid "The terminal must have at least 10% battery level to use it."
msgstr ""
"El nivel de la batería de la terminal debe ser por lo menos del 10% para "
"poder usarla. "
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:105
msgid "The device does not work for payments under €0.50."
msgstr "El dispositivo no acepta pagos menores a €0.50."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108
msgid "Troubleshooting"
msgstr "Solución de problemas"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111
msgid "Payment terminal unavailable in your Stripe account"
msgstr "La terminal de pago no está disponible en su cuenta de Stripe"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:113
msgid ""
"If the payment terminal is unavailable in your Stripe account, you must add "
"it manually:"
msgstr ""
"Debe agregar la terminal de pago de forma manual si no está disponible en su"
" cuenta de Stripe:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115
msgid ""
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
msgstr ""
"Inicie sesión en su `cuenta de Stripe <https://dashboard.stripe.com>`_ y "
"vaya a su :menuselection:`tablero de Stripe --> Pagos --> Lectores --> "
"Ubicaciones`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:117
msgid ""
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
"already created location;"
msgstr ""
"Agregue una ubicación mediante el botón :guilabel:`+ Nuevo` o seleccione una"
" ubicación existente."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:118
msgid ""
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
"in the required information."
msgstr ""
"Haga clic en el botón :guilabel:`+ Nuevo` en la sección :guilabel:`lectores`"
" y complete la información necesaria."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:122
msgid ""
"You must provide a **registration code**. To retrieve that code, swipe right"
" on your device, enter the admin PIN code (by default: `07139`), validate, "
"and click :guilabel:`Generate a registration code`."
msgstr ""
"Debe proporcionar un **código de registro**. Para obtener este código, "
"deslice la pantalla de su dispositivo a la derecha, ingrese el código NIP de"
" administrador (es `07139` de forma predeterminada), valide y haga clic en "
":guilabel:`Generar código de registro`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3
msgid "Viva Wallet"
msgstr "Viva Wallet"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5
msgid ""
"Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows "
"you to offer a fluid payment flow to your customers and ease the work of "
"your cashiers."
msgstr ""
"Conectar una :doc:`terminal de pago <../terminals>` de **Viva Wallet** le "
"permitirá ofrecer un flujo de pago ágil a sus clientes y facilitar el "
"trabajo de sus cajeros."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9
msgid ""
"Viva Wallet lets you turn your phone into a mobile card reader: `Tap On "
"Phone <https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_."
msgstr ""
"Con Viva Wallet su teléfono podrá ser un lector de tarjetas: ` Tap On Phone "
"<https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_ (toque en el "
"teléfono para pagar)."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15
msgid ""
"Start by creating your Viva Wallet account on `Viva Wallet's website "
"<https://www.vivawallet.com>`_."
msgstr ""
"Primero cree una cuenta de Viva Wallet en el `sitio web de Viva Wallet "
"<https://www.vivawallet.com>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18
msgid "Locate your Viva Wallet credentials"
msgstr "Busque sus credenciales de Viva Wallet"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20
msgid ""
"When configuring Viva Wallet in Point of Sale, you need to use specific "
"credentials that are available in your Viva Wallet account. These "
"credentials include your :ref:`Merchant ID <viva_wallet/id-key>`, :ref:`API "
"key <viva_wallet/id-key>`, :ref:`POS API credentials <viva_wallet/pos-api>`,"
" and :ref:`Terminal ID <viva_wallet/identifier>` number."
msgstr ""
"Al configurar Viva Wallet en el Punto de venta, necesita usar credenciales "
"específicas que estarán disponibles en su cuenta de Viva Wallet. Estas "
"credenciales incluyen su :ref:`Merchant ID <viva_wallet/id-key>` (ID de "
"comerciante), :ref:`API key <viva_wallet/id-key>` (Clave API), :ref:`POS API"
" credentials <viva_wallet/pos-api>` (Credenciales de API para el Punto de "
"venta) y el número :ref:`Terminal ID <viva_wallet/identifier>` (ID de la "
"terminal)."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28
msgid "Merchant ID and API key"
msgstr "ID de comerciante y clave API"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30
msgid ""
"Locate your `Merchant ID and API key following the Viva documentation "
"<https://developer.vivawallet.com/getting-started/find-your-account-"
"credentials/merchant-id-and-api-key/>`_. Then, save the keys and paste them "
"into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields "
":ref:`when creating the payment method <viva_wallet/method-creation>`."
msgstr ""
"Guíese de la `documentación de Viva para ubicar su ID de comerciante y clave"
" API <https://developer.vivawallet.com/getting-started/find-your-account-"
"credentials/merchant-id-and-api-key/>`_. Después, guarde las claves y "
"péguelas en los campos :guilabel:`ID de comerciante` y :guilabel:`clave API`"
" :ref:`al crear el método de pago <viva_wallet/method-creation>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "merchant ID and API key fields"
msgstr "campos del ID del comerciante y clave API"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39
msgid "These credentials are used for APIs that authenticate with Basic Auth."
msgstr ""
"Estas credenciales las usan API para autenticar con autorización básica."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44
msgid "POS API credentials"
msgstr "Credenciales para el API del Punto de venta"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46
msgid ""
"Locate and generate your `POS API credentials following the Viva "
"documentation <https://developer.vivawallet.com/getting-started/find-your-"
"account-credentials/pos-api-credentials/>`_. Then, save the keys and paste "
"them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields "
":ref:`when creating the payment method <viva_wallet/method-creation>`."
msgstr ""
"Ubique y genere sus `credenciales API de Punto de venta con la documentación"
" de Viva <https://developer.vivawallet.com/getting-started/find-your-"
"account-credentials/pos-api-credentials/>`_. Después, guarde las claves y "
"péguelas en los campos de Odoo :guilabel:`secreto de cliente` e "
":guilabel:`ID del cliente` :ref:`al crear un método de pago "
"<viva_wallet/method-creation>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52
msgid ""
"These credentials are only displayed once. Ensure you keep a copy to secure "
"them."
msgstr ""
"Estas credenciales solo se mostrarán una vez. Asegúrese de tener una copia "
"de ellas."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "Client secret and client ID fields"
msgstr "Campos secreto del cliente y ID del cliente"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58
msgid ""
"These credentials are used for Android and iOS POS Activation requests, as "
"well as the Cloud Terminal API."
msgstr ""
"Estas credenciales se usan para las solicitudes de activación de Punto de "
"venta en Android y iOS, así como en la terminal Cloud de la API."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64
msgid "Terminal ID"
msgstr "ID del terminal"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66
msgid "Your terminal ID number is used to identify your terminal. To find it:"
msgstr ""
"El número ID de la terminal se usa para identificarla. Para encontrarlo:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68
msgid "Go to your Viva Wallet account and select the relevant account."
msgstr "Vaya a su cuenta de Viva Wallet y seleccione la cuenta relevante."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69
msgid ""
"Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the"
" navigation menu."
msgstr ""
"Vaya a :menuselection:`Sales --> Physical payments --> Card terminals` "
"(Ventas > pagos físicos > terminales de pago) en el menú de navegación."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71
msgid ""
"The terminal ID number is located under the :guilabel:`Terminal ID (TID)` "
"column. Save it to paste it into the :guilabel:`Terminal ID` field "
":ref:`when creating the payment method <viva_wallet/method-creation>`."
msgstr ""
"El número de ID de la terminal se ubica en la columna :guilabel:`Terminal ID"
" (TID)` (ID de la terminal). Guárdela para pegarla en el campo :guilabel:`ID"
" de la terminal` :ref:`al crear el método de pago <viva_wallet/method-"
"creation>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1
msgid "Viva terminal ID"
msgstr "ID de la terminal Viva"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83
msgid ""
":doc:`Activate the POS Viva Wallet module "
"<../../../../general/apps_modules>` to enable the payment terminal."
msgstr ""
":doc:`Active el módulo PdV Viva Wallet <../../../../general/apps_modules>` "
"para activar la terminal de pago."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85
msgid ""
":doc:`Create the related payment method <../../payment_methods>` by going to"
" :menuselection:`Point of Sale --> Configuration --> Payment Methods` and "
"clicking :guilabel:`New`."
msgstr ""
":doc:`Cree el método de pago relacionado <../../payment_methods>` en "
":menuselection:`Punto de venta --> Configuración --> Métodos de pago` y haga"
" clic en :guilabel:`Nuevo`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88
msgid "Set the journal type as :guilabel:`Bank`."
msgstr "Configure el tipo de diario como :guilabel:`Banco`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89
msgid ""
"Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` "
"field."
msgstr ""
"Seleccione :guilabel:`Viva Wallet` en el campo :guilabel:`Usar una terminal "
"de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90
msgid "Fill in the mandatory fields with your:"
msgstr "Llene los campos obligatorios con:"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92
msgid ":ref:`Merchant ID and API key <viva_wallet/ID-key>`"
msgstr ""
":ref:`El Merchant ID y API key <viva_wallet/ID-key>` (ID de comerciante y "
"clave API)"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93
msgid ":ref:`Client ID and Client secret <viva_wallet/pos-api>`"
msgstr ":ref:`ID del cliente y secreto del cliente <viva_wallet/pos-api>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94
msgid ":ref:`Terminal ID <viva_wallet/identifier>`"
msgstr ":ref:`ID de la terminal <viva_wallet/identifier>`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96
msgid ""
"Save the form and copy the generated webhook URL from the :guilabel:`Viva "
"Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring"
" the webhook <viva_wallet/webhook>`."
msgstr ""
"Guarde el formulario y copie la URL del webhook generado en el campo "
":guilabel:`Punto final Webhook de Viva Wallet`. Esta URL es necesaria "
":ref:`cuando configure el webhook <viva_wallet/webhook>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106
msgid "Configure the webhook"
msgstr "Configuración del webhook"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108
msgid ""
"Webhooks allow you to receive real-time notifications whenever a transaction"
" occurs within your Viva Wallet account. Set them up for `payment "
"transactions following the Viva documentation "
"<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-"
"created/>`_."
msgstr ""
"Con los webhooks usted podrá recibir notificaciones en tiempo real siempre "
"que ocurra una transacción dentro de su cuenta Viva Wallet. Configúrelos "
"para `las transacciones de pago siguiendo la documentación de Viva "
"<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-"
"created/>`_."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113
msgid ""
"`Setting up webhooks <https://developer.viva.com/webhooks-for-"
"payments/#setting-up-webhooks>`_"
msgstr ""
"`Configuración de webhooks <https://developer.viva.com/webhooks-for-"
"payments/#setting-up-webhooks>`_"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118
msgid ""
"You can select the payment method in your POS settings once the payment "
"method is created. To do so, go to the :ref:`POS' settings "
"<configuration/settings>` and add the payment method under the "
":guilabel:`Payment methods` field of the :guilabel:`Payment` section."
msgstr ""
"Puede seleccionar un método de pago en sus ajustes de PdV una vez que se "
"cree el método de pago. Para hacerlo vaya a los :ref:`ajustes del PdV "
"<configuration/settings>` y agregue el método de pago en el campo "
":guilabel:`métodos de pago` de la sección :guilabel:`pagos`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:125
msgid ""
"When processing a payment, select the related payment method. Check the "
"amount and click on :guilabel:`Send`. Once the payment is successful, the "
"status changes to :guilabel:`Payment Successful`."
msgstr ""
"Al procesar un pago, seleccione el método de pago relacionado. Revise el "
"importe y haga clic en :guilabel:`Enviar`. En cuanto se realice el pago, el "
"estado cambia a :guilabel:`Pago exitoso`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:134
msgid "To cancel the payment request, click :guilabel:`cancel`."
msgstr ""
"Para cancelar la solicitud de pago, haga clic en :guilabel:`cancelar`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3
msgid "Worldline"
msgstr "Worldline"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9
msgid ""
"Worldline payment terminals require an :doc:`IoT Box "
"</applications/general/iot>`."
msgstr ""
"Las terminales de pago Worldline necesitan una :doc:`caja IoT "
"</applications/general/iot>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10
msgid ""
"Worldline is currently only available in Belgium, the Netherlands and "
"Luxembourg."
msgstr ""
"En este momento Worldline solo está disponible en Bélgica, Países Bajos y "
"Luxemburgo."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11
msgid ""
"Odoo is compatible with Worldline terminals that use the CTEP protocol "
"(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact "
"your payment provider to ensure your terminal's compatibility."
msgstr ""
"Odoo es compatible con las terminales de Worldline que utilizan el protocolo"
" CTEP (por ejemplo, las terminales Yomani XR y Yoximo). Si tiene alguna "
"duda, póngase en contacto con su proveedor de pagos para asegurarse de la "
"compatibilidad de su terminal."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21
msgid ""
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
"an IoT Box. For more information on how to connect one to your database, "
"please refer to the :doc:`IoT documentation "
"</applications/general/iot/config/connect>`."
msgstr ""
"Conectar una terminal de pago Worldline a Odoo es una función que requiere "
"una caja IoT. Para más información sobre cómo conectar una caja IoT a su "
"base de datos, refiérase a :doc:`documentación "
"IoT</applications/general/iot/config/connect>`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26
msgid "Configure the protocol"
msgstr "Configurar el protocolo"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28
msgid ""
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
"Finally, press **Stop** three times; the terminal automatically restarts."
msgstr ""
"Desde su terminal, haga clic en :menuselection:`\".\" --> 3 --> Detener --> "
"3 --> 0 --> 9`. Introduzca la contraseña técnica **\"1235789\"** y haga clic"
" en :menuselection:`OK --> 4 --> 2`. Después, haga clic en "
":menuselection:`Cambio --> CTEP (como protocolo ECR) --> OK`. Haga clic en "
"**OK** tres veces en las siguientes pantallas (*ticket de ECR CTEP*, *ancho "
"del ticket de ECR* y *conjunto de caracteres*). Por último, haga clic en "
"**detener** tres veces. La terminal se reiniciará de forma automática."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35
msgid "Set the IP address"
msgstr "Establecer la dirección IP"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37
msgid ""
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
" (*TCP Configuration client* screen)."
msgstr ""
"Desde su terminal, haga clic en :menuselection:`\".\" --> 3 --> Detener -->"
" 3 --> 0 --> 9`. Introduzca la contraseña técnica **\"1235789\"** y haga "
"clic en :menuselection:`OK --> 4 --> 9`. Después haga clic en "
":menuselection:`Cambio --> TCP/IP` (pantalla de *configuración física TCP*) "
":menuselection:`--> OK --> OK` (pantalla de *configuración de cliente TCP*)."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42
msgid "Finally, set up the hostname and port number."
msgstr "Por último, configure un nombre de alojamiento y un número de puerto."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45
msgid "Hostname"
msgstr "Nombre de alojamiento"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48
msgid ""
"To set up the hostname, enter your IoT box's IP address' sequence numbers "
"and press **OK** at each \".\" until you reach the colon symbol."
msgstr ""
"Para configurar el nombre de alojamiento, ingrese la secuencia de números de"
" la dirección IP de su Caja IoT y presione **OK** con cada \".\" hasta que "
"llegue al signo de los dos puntos."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49
msgid "Then, press **OK** twice."
msgstr "Después, presione **OK** dos veces."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
msgstr "Esta es una secuencia de dirección IP: `10.30.19.4:8069`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
msgid ""
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
"19 --> OK --> 4 --> OK --> OK`."
msgstr ""
"En la *pantalla del nombre del alojamiento¨, escriba 10 --> OK --> 30 --> OK"
" --> 19 --> OK --> 4 --> OK --> OK`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57
msgid ""
"Your IoT box's IP address is available in your IoT Box application's "
"database."
msgstr ""
"La dirección IP de su Caja IoT está disponible en la base de datos de la "
"aplicación de su caja IoT."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60
msgid "Port number"
msgstr "Número de puerto"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:62
msgid ""
"On the *Port number* screen, enter **9001** (or **9050** for Windows) and "
"click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> "
"OK`. Click on **Stop** three times; the terminal automatically restarts."
msgstr ""
"En la pantalla de *número de puerto*, ingrese **9001** (o **9050** en "
"Windows) y haga clic en :menuselection:`OK` (*ECR protocol SSL no*) "
":menuselection:`--> OK`. Haga clic en **detener** tres veces, la terminal se"
" reiniciará de forma automática."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67
msgid ""
"For **Windows** IoT devices, it is necessary to add a firewall exception. "
"Follow the :ref:`additional instructions in the Windows IoT documentation "
"<iot/windows/wordline>` to add the exception to Windows Firewall."
msgstr ""
"Es necesario agregar una excepción en el firewall para los dispositivos IoT "
"de **Windows**. Siga las :ref:`instrucciones adicionales en la documentación"
" de Windows IoT <iot/windows/wordline>` para agregar la excepción al "
"firewall de Windows."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74
msgid ""
"Enable the payment terminal :ref:`in the application settings "
"<configuration/settings>` and :doc:`create the related payment method "
"<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and "
"select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` "
"field. Then, select your terminal device in the :guilabel:`Payment Terminal "
"Device` field."
msgstr ""
"Habilite la terminal de pago en los :ref:`ajustes de la aplicación "
"<configuration/settings>` y :doc:`cree el método de pago relacionado "
"<../../payment_methods>`. Establezca el tipo de diario como "
":guilabel:`Banco` y seleccione :guilabel:`Worldline` en el campo "
":guilabel:`Usar una terminal de pago`. Luego, seleccione el dispositivo "
"correspondiente en el campo :guilabel:`Dispositivo de terminal de pago`."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88
msgid "Technician password: `1235789`"
msgstr "Contraseña técnica: `1235789`"
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89
msgid ""
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
"\"merchant\". Your call is automatically transferred to the desired service."
msgstr ""
"Para contactar al soporte técnico de Worldline, llame al `02 727 61 11` y "
"seleccione \"comerciante\". Su llamada se transferirá al servicio deseado."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91
msgid ""
"Configure the cashier terminal if you have both a customer and a cashier "
"terminal."
msgstr ""
"Configure la terminal de cajero si tiene tanto una terminal de cliente como "
"una de cajero."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92
msgid ""
"To avoid blocking the terminal, check the initial configuration beforehand."
msgstr ""
"Para evitar bloquear la terminal, primero revise la configuración inicial."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93
msgid ""
"Set a fixed IP to your IoT Box’s router to prevent losing the connexion."
msgstr ""
"Configure una dirección IP fija en el router de su Caja IoT para evitar "
"perder la conexión."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:98
msgid ""
"When processing a payment, select *Worldline* as payment method. Check the "
"amount and click on *Send*. Once the payment is successful, the status "
"changes to *Payment Successful*."
msgstr ""
"Al procesar un pago, seleccione *Worldline* como método de pago. Compruebe "
"el importe y haga clic en *Enviar*. Una vez que el pago tenga éxito, el "
"estado cambia a *Pago exitoso*."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:108
msgid ""
"In case of connexion issues between Odoo and the payment terminal, force the"
" payment by clicking on *Force Done*, which allows you to validate the "
"order. This option is only available after receiving an error message "
"informing you that the connection failed."
msgstr ""
"En caso de que haya problemas de conexión entre Odoo y la terminal de pago, "
"fuerce el pago al hacer clic en *Forzar terminación*, lo cual le permite "
"validar la orden. Esta opción solo está disponible después de recibir un "
"mensaje de error que indique que la conexión falló."
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:111
msgid "To cancel the payment request, click on **cancel**."
msgstr "Para cancelar la solicitud de pago, haga clic en **Cancelar**."
#: ../../content/applications/sales/point_of_sale/pricing.rst:5
msgid "Pricing features"
msgstr "Funciones de precios"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3
msgid "Cash rounding"
msgstr "Redondeo de efectivo"
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5
msgid ""
"**Cash rounding** is required when the lowest physical denomination of "
"currency, or the smallest coin, is higher than the minimum unit of account."
msgstr ""
"El **redondeo de efectivo** es necesario cuando la denominación física más "
"baja de la divisa, o la moneda más pequeña, es superior a la unidad mínima "
"de cuenta."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9
msgid ""
"For example, some countries require their companies to round up or down the "
"total amount of an invoice to the nearest five cents, when the payment is "
"made in cash."
msgstr ""
"Por ejemplo, algunos países exigen a sus empresas que redondeen el importe "
"total de una factura a los cinco centavos más cercanos, siempre que el pago "
"sea en efectivo."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13
msgid ""
"Each point of sale in Odoo can be configured to apply cash rounding to the "
"totals of its bills or receipts."
msgstr ""
"Cada punto de venta en Odoo se puede configurar para aplicar redondeo de "
"efectivo en los totales de sus cuentas o recibos."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
"enable *Cash Rounding*, then click on *Save*."
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Configuración --> Ajustes` y "
"habilite la función de *Redondeo de efectivo*, luego haga clic en *Guardar*."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
"open the point of sale you want to configure, and enable the *Cash Rounding*"
" option."
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Configuración --> Punto de venta`,"
" abra el punto de venta que desea configurar y habilite la opción de "
"*Redondeo de efectivo*."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29
msgid ""
"To define the **Rounding Method**, open the drop-down list and click on "
"*Create and Edit...*."
msgstr ""
"Para definir el **Método de redondeo**, abra la lista desplegable y haga "
"clic en *Crear y editar...*."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32
msgid ""
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
" then save both the Rounding Method and your Point of Sale settings."
msgstr ""
"Defina su *Precisión de redondeo*, *Cuenta de ganancias* y *Cuenta de "
"pérdidas*. Posteriormente, guarde tanto su método de redondeo como los "
"ajustes de su Punto de venta."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39
msgid ""
"All total amounts of this point of sale now add a line to apply the rounding"
" according to your settings."
msgstr ""
"Ahora todos los importes totales de este punto de venta agregan una línea "
"para aplicar el redondeo según sus ajustes."
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46
msgid ""
"Odoo Point of Sale only supports the :guilabel:`Add a rounding line` "
"rounding strategy."
msgstr ""
"La aplicación Punto de venta de Odoo solo es compatible con la estrategia de"
" redondeo :guilabel:`agregar una línea de redondeo`."
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3
msgid "Discount tags (barcode scanner)"
msgstr "Etiquetas de descuento (lector de código de barras)"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5
msgid ""
"If you want to sell your products with a discount, for a product getting "
"close to its expiration date for example, you can use discount tags. They "
"allow you to scan discount barcodes."
msgstr ""
"Si desea vender sus productos con un descuento, por ejemplo, para un "
"producto que se acerca a su fecha de vencimiento, puede usar etiquetas de "
"descuento. Te permiten escanear códigos de barras de descuento."
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10
msgid "To use discount tags you will need to use a barcode scanner."
msgstr ""
"Para usar etiquetas de descuento necesitará usar un lector de código de "
"barras."
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13
msgid "Barcode Nomenclature"
msgstr "Nomenclatura de código de barras"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15
msgid "To use discounts tags, we need to learn about barcode nomenclature."
msgstr ""
"Para usar las etiquetas de descuentos, necesitamos aprender acerca de la "
"nomenclatura de códigos de barras."
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17
msgid ""
"Let's say you want to have a discount for the product with the following "
"barcode:"
msgstr ""
"Supongamos que desea hacer un descuento para el producto con el siguiente "
"código de barras:"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23
msgid ""
"You can find the *Default Nomenclature* under the settings of your PoS "
"interface."
msgstr ""
"Puede encontrar la *nomenclatura predeterminada* en los ajustes de la "
"interfaz del PdV."
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32
msgid ""
"Let's say you want 50% discount on a product you have to start your barcode "
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
"before adding the product barcode. In our example, the barcode would be:"
msgstr ""
"Digamos que desea hacer el 50% de descuento en un producto, entonces su "
"código de barras debe empezar con 22 (para la nomenclatura de descuento del "
"código de barras) y después 50 (para el porcentaje) antes de agregar el "
"código de barras del producto. En nuestro ejemplo, el código de barras "
"sería:"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41
msgid "Scan the products & tags"
msgstr "Escanee los productos y etiquetas"
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43
msgid "You first have to scan the desired product (in our case, a lemon)."
msgstr ""
"Primero tiene que escanear el producto deseado (en nuestro caso, un limón)."
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48
msgid ""
"And then scan the discount tag. The discount will be applied and you can "
"finish the transaction."
msgstr ""
"Luego escanee la etiqueta de descuento. Se aplicará el descuento y podrá "
"finalizar la transacción."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333
msgid "Discounts"
msgstr "Descuentos"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5
msgid ""
"By offering discounts, you can entice your customers and drastically "
"increase your revenue. It is vital to offer discounts, whether they are "
"time-limited, seasonal or manually given."
msgstr ""
"Con los descuentos usted puede atraer a sus clientes y aumentar sus "
"ganancias drásticamente. Es vital para ofrecer descuentos, ya sea con tiempo"
" limitado, por estaciones u ofrecidos manualmente."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9
msgid ""
"To manage discounts, Odoo has powerful features that help set up a pricing "
"strategy tailored to every business."
msgstr ""
"Para gestionar los descuentos Odoo tiene excelentes funciones que le ayudan "
"a configurar una estrategia de fijación de precios que sea específica para "
"cada empresa."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13
msgid "Apply manual discounts"
msgstr "Aplicar descuentos manuales"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15
msgid ""
"If you seldom use discounts, applying manual ones might be the easiest "
"solution for your Point of Sale."
msgstr ""
"Si casi no usa los descuentos, la mejor solución para su PdV podría ser usar"
" los descuentos manuales."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18
msgid ""
"You can either apply a discount on the whole order or on specific products "
"inside an order."
msgstr ""
"Puede aplicar un descuento a toda la orden o a productos específicos dentro "
"de la orden."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22
msgid "Apply a discount on a product"
msgstr "Aplicar un descuento en un producto"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24
msgid "From your PoS session interface, use the *Disc* button."
msgstr "Desde la interfaz de su sesión de PdV haga clic en *Desc.*"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the discount button for manual discount"
msgstr "Vista del botón de descuento para un descuento manual"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30
msgid ""
"Then, you can input a discount over the product that is currently selected."
msgstr "Después, puede agregar un descuento en el producto que seleccionó."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34
msgid "Apply a global discount"
msgstr "Aplicar un descuento global"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36
msgid ""
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
" --> Configuration --> Point of Sale` and select your PoS."
msgstr ""
"Para aplicar un descuento en la orden entera, vaya a :menuselection:`Punto "
"de venta --> Configuración --> Punto de venta` y seleccione su PdV."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39
msgid ""
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
"category."
msgstr ""
"Ya que esté en su formulario de PdV seleccione *Descuentos globales* en la "
"categoría de *Precio*."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the feature to enable for global discount"
msgstr "Imagen de la función que se debe activar para un descuento general"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
msgstr ""
"Ahora tendrá un nuevo botón de *descuento* que aparecerá en la interfaz de "
"su PdV."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the button to use for global discount via the pos interface"
msgstr ""
"Imagen del botón que se debe usar para un descuento general en la interfaz "
"del punto de venta"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51
msgid "Click on it and enter the wanted discount."
msgstr "Haga clic en él e ingrese el descuento que quiera."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the discount offered in the payment summary"
msgstr "Imagen del descuento que se ofrece en el resumen del pago"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58
msgid ""
"On this example, there is a global discount of 50% as well as a specific 50%"
" discount on oranges."
msgstr ""
"En este ejemplo hay un descuento global del 50% así como un descuento "
"específico del 50% en las naranjas."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62
msgid "Apply time-limited discounts"
msgstr "Aplicar descuentos por tiempo limitado"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64
msgid ""
"To activate time-limited discounts, you must activate the *Pricelists* "
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
msgstr ""
"Para activar los descuentos por tiempo limitado debe activar la función de "
"*lista de precios*. Para hacerlo vaya a :menuselection:`Punto de ventas --> "
"Configuración --> Punto de venta` y abra su PdV. Después, active la función "
"de lista de precios."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of the pricelist feature"
msgstr "Vista de la función de lista de precios"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73
msgid ""
"Once activated, you must choose the pricelists you want to make available in"
" the PoS and define a default one."
msgstr ""
"Una vez que lo active, debe elegir la lista de precios que quiera que esté "
"disponible en su PdV y defina una predeterminada."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77
msgid "Create a pricelist"
msgstr "Crear una lista de precios"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79
msgid ""
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
"create."
msgstr ""
"De manera predeterminada, Odoo tiene una *Lista de precios pública* "
"configurada. Para crear más, vaya a :menuselection:`Punto de venta --> "
"Productos --> Lista de precios`. Después, haga clic en crear."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83
msgid ""
"When creating a pricelist, you can set several criteria to use a specific "
"price: period, min. quantity, etc. You can also decide to apply that "
"pricelist on specific products or on the whole range."
msgstr ""
"Al crear una lista de precios, puede activar varios criterios para usar un "
"precio específico: periodo, cantidad mínima, etc. También puede decidir "
"aplicar la lista de precios a productos específicos o a todo un rango de "
"productos."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid "View of a time-limited pricelist for two products"
msgstr "Vista de una lista de precios de tiempo limitado para dos productos"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92
msgid "Using a pricelist with the PoS interface"
msgstr "Usar una lista de precios en la interfaz de PdV"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94
msgid ""
"On the PoS interface, a new button appears. Use it to select a pricelist."
msgstr ""
"En la interfaz de PdV aparece un nuevo botón. Úselo para seleccionar una "
"lista de precios."
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
msgid ""
"View of the button to use for time-limited discounts via the pos interface"
msgstr ""
"Vista del botón para descuentos limitados en el tiempo a través de la "
"interfaz del punto de venta"
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101
msgid ""
"Click on it to instantly update the prices with the selected pricelist. "
"Then, you can finalize the order."
msgstr ""
"Haga clic en el botón para actualizar los precios instantáneamente con la "
"lista de precios seleccionada. Después puede finalizar la orden."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3
msgid "Electronic shelf labels"
msgstr "Etiquetas electrónicas para estanterías"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5
msgid ""
"Electronic shelf labels allow you to display product information like prices"
" and barcodes on store shelves and to synchronize them remotely from the "
"backend. This removes the need to print new labels when product information "
"changes."
msgstr ""
"Las etiquetas electrónicas para estanterías permiten mostrar información "
"sobre los productos, como precios y códigos de barras, en las estanterías de"
" las tiendas y sincronizarlas a distancia desde el backend. Esto elimina la "
"necesidad de imprimir nuevas etiquetas cuando cambia la información del "
"producto."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "electronic label from Pricer"
msgstr "etiqueta electrónica de Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13
msgid "Odoo uses electronic labels from `Pricer <https://www.pricer.com/>`_."
msgstr ""
"Odoo usa etiquetas electrónicas de `Pricer <https://www.pricer.com/>`_."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19
msgid "Pricer setup"
msgstr "Configuración de Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21
msgid ""
"`Get in touch with Pricer <https://www.pricer.com/contact>`_ to create and "
"configure your Pricer account."
msgstr ""
"`Póngase en contacto con Pricer <https://www.pricer.com/contact>`_ para "
"crear y configurar su cuenta de Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23
msgid "Create your stores: one pricer store equates to one physical store."
msgstr "Cree sus tiendas: una tienda de pricer equivale a una tienda física."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24
msgid "Link as many transceivers as needed to the Pricer store(s)."
msgstr ""
"Vincule tantos transceptores como sea necesario a la(s) tienda(s) Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25
msgid ""
"Create the following variables to share product information between your "
"Odoo database system and Pricer. These variables act like placeholders on "
"the label template."
msgstr ""
"Cree las siguientes variables para compartir información de producto entre "
"su sistema de base de datos Odoo y Pricer. Estas variables actúan como "
"marcadores de posición en la plantilla de etiqueta."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28
msgid ""
"`itemId`: this holds the unique internal identifier assigned to each product"
msgstr ""
"`itemId`: contiene el identificador interno único asignado a cada producto"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29
msgid "`itemName`: the actual name of the product"
msgstr "`itemName`: el nombre del producto"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30
msgid ""
"`price`: the selling price of the product, including any applicable taxes"
msgstr "`price`: el precio de venta del producto, con impuestos aplicables."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31
msgid ""
"`presentation`: the template name used in Pricer for displaying the product "
"information on the label"
msgstr ""
"`presentation`: el nombre de la plantilla utilizada en Pricer para mostrar "
"la información del producto en la etiqueta"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33
msgid "`currency`: the currency of your company (e.g., USD, EUR)"
msgstr "`currency`: la divisa de su empresa (por ejemplo, USD, EUR)"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34
msgid "`barcode`: the barcode number associated with each product"
msgstr "`barcode`: el número de código de barras asociado a cada producto."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37
msgid ""
"The names for these variables must be **identical** in your Pricer database."
msgstr ""
"Los nombres de estas variables deben ser **idénticos** en su base de datos "
"Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39
msgid ""
"Create a template named `NORMAL`. This template is used to display "
"information on your digital tags."
msgstr ""
"Cree una plantilla llamada `NORMAL`. Esta plantilla se usa para mostrar "
"información sobre las etiquetas digitales."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42
msgid ""
"Once your account, stores, variables, and template are configured on Pricer,"
" you can proceed with the setup of your Odoo database."
msgstr ""
"Una vez que su cuenta, tiendas, variables y plantillas estén configuradas en"
" Pricer, ahora puede empezar a configurar su base de datos de Odoo."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46
msgid ""
"The account associated with your Pricer store must have access to send API "
"requests to Pricer."
msgstr ""
"La cuenta asociada a su tienda de Pricer debe tener acceso para enviar "
"solicitudes de API a Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49
msgid "Odoo setup"
msgstr "Configuración en Odoo"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51
msgid ""
"As a pre-requisite, :ref:`activate <general/install>` the :guilabel:`POS "
"Pricer` module *(technical name: pos_pricer)* to have all the required "
"features to use Pricer electronic tags."
msgstr ""
"Como requisito previo, :ref:`active <general/install>` el módulo "
":guilabel:`Etiquetas electrónicas para PdV` *(nombre técnico pos_pricer)* "
"para tener todas las funciones para usar las etiquetas electrónicas Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "Installing POS Pricer module from Apps"
msgstr ""
"Instalación del módulo Etiquetas electrónicas para PdV desde las "
"aplicaciones"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57
msgid ""
"Once the module is activated, configure your :ref:`pricer stores "
"<pricer_tags/stores>` and associate :ref:`Pricer tags <pricer_tags/tags>` "
"with your products."
msgstr ""
"Una vez que se active el módulo, configure sus :ref:`tiendas Pricer "
"<pricer_tags/stores>` y asocie las :ref:`etiquetas electrónicas "
"<pricer_tags/tags>` a sus productos."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63
msgid "Pricer stores"
msgstr "Tiendas Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65
msgid ""
"Similarly to the configuration in Pricer, you need to create one pricer "
"store per physical location. To do so, go to :menuselection:`Point of Sale "
"--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the"
" line with the required information:"
msgstr ""
"De forma similar a la configuración en Pricer, necesita crear una tienda "
"Pricer por ubicación física. Para ello, vaya a :menuselection:`Punto de "
"venta --> Configuración --> Tiendas Pricer`, haga clic en :guilabel:`Nuevo`,"
" y rellene la línea con la información requerida:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69
msgid ":guilabel:`Store Name`: you can put any name of your liking."
msgstr ":guilabel:`Nombre de la tienda`: puede poner el nombre que quiera."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70
msgid ""
":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, "
"usually followed by `-country_code`. This value is provided by Pricer."
msgstr ""
":guilabel:`Nombre del tenedor de Pricer`: el nombre de su cuenta de empresa "
"en Pricer, normalmente seguido de `country_code`. Este valor lo proporciona "
"Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72
msgid ":guilabel:`Pricer Login`: the login of your Pricer account."
msgstr ""
":guilabel:`Inicio de sesión en Pricer`: el nombre de usuario de su cuenta "
"Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73
msgid ":guilabel:`Pricer Password`: the password of your Pricer account."
msgstr ":guilabel:`Contraseña Pricer`: la contraseña de su cuenta de Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74
msgid ""
":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined "
"on your Pricer database."
msgstr ""
":guilabel:`ID de la tienda Pricer`: el identificador de la tienda Pricer "
"relacionada, tal y como está definido en su base de datos Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "Configuring a Pricer Store"
msgstr "Configuración de una tienda Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81
msgid ""
"The :guilabel:`Pricer Tags` column is updated automatically when a label is "
"linked to a product."
msgstr ""
"La columna :guilabel:`Etiquetas de Pricer` se actualiza automáticamente "
"cuando se vincula una etiqueta a un producto."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83
msgid ""
"The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are "
"updated automatically when the tags are updated."
msgstr ""
"Las columnas :guilabel:`Última actualización` y :guilabel:`Estado de la "
"última actualización` se actualizan de forma automática cuando las etiquetas"
" se cambian."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89
msgid "Pricer tags"
msgstr "Etiquetas de Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91
msgid ""
"For a label to display specific product information, the label needs to be "
"associated with the product. To do so:"
msgstr ""
"Para que una etiqueta muestre información específica del producto, la "
"etiqueta debe estar asociada con el producto. Para hacerlo:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94
msgid ""
"Open the product form by going to :menuselection:`Point of Sale --> Products"
" --> Products` and clicking :guilabel:`New` or selecting an existing "
"product."
msgstr ""
"Abra el formulario de producto en :menuselection:`Punto de venta --> "
"Productos --> Productos` y haga clic en :guilabel:`Nuevo` o seleccione un "
"producto existente."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98
msgid ""
"If you are creating a new product, configure and save it before associating "
"any Pricer tags."
msgstr ""
"Si está creando un producto nuevo, configúrelo y guárdelo antes de asociarlo"
" a las etiquetas de Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100
msgid ""
"Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, "
"and select the corresponding :guilabel:`Pricer Store`."
msgstr ""
"Vaya a la pestaña :guilabel:`Ventas`, baje a la sección :guilabel:`Pricer` y"
" seleccione la :guilabel:`Tienda Pricer` correspondiente."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0
msgid "Linking Pricer tags to products"
msgstr "Vincular productos a etiquetas Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107
msgid ""
"Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from"
" the label itself or scanning its barcode."
msgstr ""
"Copie el ID de la etiqueta desde la etiqueta misma o escanee el código de "
"barras para llenar el campo :guilabel:`ID de etiquetas de Pricer`."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111
msgid "Pricer tag IDs are composed of a letter followed by 16 digits."
msgstr "Los ID de Pricer están formados por una letra seguida por 16 dígitos."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114
msgid ""
"We recommended using a barcode scanner to speed up the encoding process."
msgstr ""
"Le recomendamos que use el escáner de código de barras para agilizar el "
"proceso de codificación."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115
msgid ""
"When setting up Pricer with Odoo for the first time, it is recommended that "
"you configure only one product first. Before configuring more products, "
"ensure you can display their information on a Pricer tag."
msgstr ""
"Al configurar Pricer en Odoo por primera vez, le recomendamos que configure "
"solo un producto. Antes de configurar más, asegúrese de que puede mostrar "
"información en le etiqueta Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119
msgid ""
"Now that you have a product associated with a Pricer tag, we can send its "
"information to Pricer."
msgstr ""
"Ahora que tiene productos asociados a su etiqueta Pricer, podemos enviar la "
"información a Pricer."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124
msgid ""
"Odoo automatically sends requests to Pricer to synchronize the tags every 12"
" hours if you make any modifications to:"
msgstr ""
"Odoo envía solicitudes a Pricer de forma automática para sincronizar las "
"etiquetas cada 12 horas para modificar:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137
msgid "Product name, price, barcode, or customer taxes"
msgstr ""
"el nombre del producto, precio, código de barras o impuestos para el cliente"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138
msgid "Currency"
msgstr "Moneda"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139
msgid "Associated Pricer store or Pricer tags"
msgstr "Tienda o etiquetas Pricer asociadas"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131
msgid ""
"To force the update, activate the :ref:`developer mode <developer-mode>`. "
"Then:"
msgstr ""
"Para forzar una actualización, active el :ref:`modo de desarrollador "
"<developer-mode>` y después:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133
msgid ""
"Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`."
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Configuración --> Tienda Pricer`."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134
msgid "Select the desired store(s)."
msgstr "Seleccione la o las tiendas deseadas."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135
msgid ""
"Click :guilabel:`Update tags` to update all tags affected by changes to:"
msgstr ""
"Haga clic en :guilabel:`Actualizar etiquetas` para actualizar todas las "
"etiquetas que se verán afectadas por estos cambios:"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141
msgid ""
"Alternatively, click :guilabel:`Update all tags` to force the update of "
"every tag, regardless of whether changes were made."
msgstr ""
"También puede hacer clic en :guilabel:`Actualizar todas las etiquetas` para "
"forzar una actualización en cada etiqueta, sin importar si se hicieron "
"cambios."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1
msgid "Update all Pricer tags"
msgstr "Actualizar todas las etiquetas de Pricer"
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147
msgid ""
"If Pricer has processed and accepted the request, the status field shows "
":guilabel:`Update successfully sent to Pricer`. If there is any issue, the "
"system displays an error message."
msgstr ""
"Si una etiqueta de Pricer procesó y aceptó una solicitud, el campo de estado"
" será :guilabel:`La actualización se pudo enviar a Pricer`. Si hay algún "
"problema, el sistema mostrará un mensaje de error."
#: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151
msgid ""
"If a request sent to Pricer fails, Odoo still considers that the product has"
" been updated. In that case, we recommend forcing the update of all tags."
msgstr ""
"Si una solicitud enviada a Pricer falla, Odoo igualmente considerará que ese"
" producto se actualizó. En ese caso, le recomendamos forzar una "
"actualización en todas las etiquetas."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3
msgid "Flexible taxes (fiscal positions)"
msgstr "Impuestos flexibles (posiciones fiscales)"
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5
msgid ""
"When running a business, you may need to apply different taxes and record "
"transactions on various accounts based on the location and type of business "
"of your customers and providers."
msgstr ""
"Al dirigir una empresa tal vez necesite aplicar distintos impuestos y "
"registrar transacciones en varias cuentas según la ubicación y el tipo de "
"negocio de sus clientes y proveedores."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8
msgid ""
"The **fiscal positions** feature enables you to establish rules that "
"automatically select the right taxes and accounts used for each transaction."
msgstr ""
"La función **posiciones fiscales** le permite establecer reglas que "
"seleccionan de forma automática los impuestos y cuentas correctas que se "
"utilizarán en cada transacción."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51
msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
msgstr ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13
msgid ":doc:`../../../finance/accounting/taxes`"
msgstr ":doc:`../../../finance/accounting/taxes`"
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18
msgid ""
"To enable the feature, go to :menuselection:`Point of Sale --> Configuration"
" --> Settings`, scroll down to the :guilabel:`Accounting` section, and "
"enable :guilabel:`Flexible Taxes`."
msgstr ""
"Para habilitar la función, vaya a :menuselection:`Punto de venta --> "
"Configuración --> Ajustes`, baje a la sección :guilabel:`Contabilidad` y "
"habilite la función :guilabel:`impuestos flexibles`."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21
msgid ""
"Then, set a default fiscal position that should be applied to all sales in "
"the selected POS in the :guilabel:`Default` field. You can also add more "
"fiscal positions to choose from in the :guilabel:`Allowed` field."
msgstr ""
"Después, en el campo :guilabel:`predeterminado` establezca una posición "
"fiscal predeterminada que se debería aplicar a todas las ventas en el PdV "
"seleccionado. También puede agregar más posiciones fiscales para seleccionar"
" en el campo :guilabel:`permitido`."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28
msgid ""
"According to the :doc:`fiscal localization package "
"<../../../finance/fiscal_localizations>` activated, several fiscal positions"
" are preconfigured and can be set and used in POS. However, you can also "
":ref:`create new fiscal positions <fiscal_positions/mapping>`."
msgstr ""
"Según el :doc:`paquete de localización fiscal "
"<../../../finance/fiscal_localizations>` que activó, hay varias posiciones "
"fiscales preconfiguradas que se pueden establecer y utilizar en PdV. Sin "
"embargo, también puede :ref:`crear nuevas posiciones fiscales "
"<fiscal_positions/mapping>`."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33
msgid ""
"If you do not set a fiscal position, the tax remains as defined in the "
"**customer taxes** field on the product form."
msgstr ""
"Si no establece una posición fiscal, el impuesto permanece como se definió "
"en el campo **impuestos de cliente** en el formulario del producto."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37
msgid "Use fiscal positions"
msgstr "Usar posiciones fiscales"
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39
msgid ""
"Open a :ref:`POS session <pos/session-start>` to use one of the allowed "
"fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-"
"shaped** icon and select a fiscal position from the list. Doing so applies "
"the defined rules automatically to all the products subject to the chosen "
"fiscal position's regulations."
msgstr ""
"Abra una :ref:`sesión de PdV <pos/session-start>` para utilizar una de las "
"posiciones fiscales permitidas. Luego, haga clic en el botón "
":guilabel:`impuesto` a lado del icono con forma de **libro** y seleccione "
"una posición fiscal de la lista. Hacer esto aplica las reglas definidas de "
"forma automática a todos los productos sometidos a las regulaciones de la "
"posición fiscal elegida."
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48
msgid ""
"If a default fiscal position is set, the tax button displays the name of the"
" fiscal position."
msgstr ""
"Si se establece una posición fiscal predeterminada, el botón \"impuesto\" "
"muestra el nombre de la posición fiscal."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3
msgid "Loyalty programs"
msgstr "Programas de lealtad"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5
msgid ""
"Encourage your customers to continue to shop at your point of sale with a "
"*Loyalty Program*."
msgstr ""
"Use un *Programa de lealtad* para atraer a sus clientes y que sigan "
"comprando en su punto de venta."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11
msgid ""
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
"Under the Pricing features, select *Loyalty Program*"
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Configuración --> Punto de venta` "
"para activar la función *Programa de lealtad*. Seleccione su interfaz de PdV"
" y en las funciones de precios elija *Programa de lealtad*."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19
msgid "From there you can create and edit your loyalty programs."
msgstr "Desde allí puede crear y editar sus programas de lealtad."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24
msgid ""
"You can decide what type of program you wish to use, if the reward is a "
"discount or a gift, make it specific to some products or cover your whole "
"range. Apply rules so that it is only valid in specific situation and "
"everything in between."
msgstr ""
"Puede decidir qué tipo de programa desea utilizar, si la recompensa es un "
"descuento o un regalo, hágalo específico para algunos productos o cubra todo"
" su inventario. Aplique reglas para que solo sea válido en situaciones "
"específicas y todo lo demás."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30
msgid "Use the loyalty program in your PoS interface"
msgstr "Use el programa de lealtad en su interfaz de PdV"
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32
msgid ""
"When a customer is set, you will now see the points they will get for the "
"transaction and they will accumulate until they are spent. They are spent "
"using the button *Rewards* when they have enough points according to the "
"rules defined in the loyalty program."
msgstr ""
"Cuando se establezca un cliente, ahora verá los puntos que obtendrá por la "
"transacción y que se acumularán hasta que se gasten. Puede gastarlos usando "
"el botón *Recompensas* cuando tenga suficientes puntos, de acuerdo con las "
"reglas definidas en el programa de lealtad."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40
msgid ""
"You can see the price is instantly updated to reflect the pricelist. You can"
" finalize the order in your usual way."
msgstr ""
"Puede ver que el precio se actualiza al instante para reflejar la lista de "
"precios. Puede finalizar el pedido de forma habitual."
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44
msgid ""
"If you select a customer with a default pricelist, it will be applied. You "
"can of course change it."
msgstr ""
"Si selecciona un cliente con una lista de precios predeterminada, esta se "
"aplicará. Siempre puede cambiarlo."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38
#: ../../content/applications/sales/subscriptions/products.rst:116
msgid "Pricelists"
msgstr "Listas de precios"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5
msgid ""
"Pricelists allow you to adjust product prices depending on various criteria "
"automatically. For example, you can set POS-specific prices, create "
"temporary discount periods, reward specific customers, or offer discounts "
"when set quantities are ordered."
msgstr ""
"Con las listas de precio podrá ajustar los precios de los productos según "
"diversos criterios de manera automática. Por ejemplo, puede configurar "
"precios específicos para el Punto de venta, crear periodos de descuento "
"temporales, recompensar a clientes específicos, u ofrecer descuentos cuando "
"ordena una cantidad específica de productos."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14
msgid ""
"Navigate to the :ref:`general POS app settings <configuration/settings>` and"
" ensure :guilabel:`Flexible Pricelists` are enabled under the "
":guilabel:`Pricing` section."
msgstr ""
"Vaya a :ref:`los ajustes generales del Punto de venta "
"<configuration/settings>` y asegúrese que la opción :guilabel:`Listas de "
"precios flexibles` está activada en la sección :guilabel:`Precios`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17
msgid ""
":ref:`Multiple prices per product <pricelists/simple>` is the default "
"pricelist option for setting simple fixed price rules per product. Select "
":ref:`Advanced price rules (discounts, formulas) <pricelists/advanced>` to "
"apply price rules to multiple products at once and to compute prices "
"dynamically using percentage discounts or more complex formulas in addition "
"to setting fixed prices."
msgstr ""
"La opción :ref:`Varios precios por producto <pricelists/simple>` es la "
"opción predeterminada de las listas de precios y establece reglas simples de"
" precios fijos por producto. Seleccione la opción :ref:`Reglas avanzadas de "
"precios (descuentos, fórmulas) <pricelists/advanced>` si desea aplicar "
"reglas de precios a varios productos a la vez, además de que le permitirá "
"calcular los precios de forma dinámica con descuentos porcentuales o "
"fórmulas más complejas y establecer precios fijos."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Enabling pricelists in the general P0S settings"
msgstr "Activar las listas de precio en los ajustes generales del PdV."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26
msgid ""
"The selected pricelist type applies to the entire database, including the "
":doc:`Sales <../../sales/products_prices/prices/pricing>` and "
":ref:`eCommerce <ecommerce/pricelists>` apps."
msgstr ""
"El tipo de lista de precio seleccionado se aplica a toda la base de datos, "
"incluyendo las aplicaciones :doc:`Ventas "
"<../../sales/products_prices/prices/pricing>` y :ref:`Comercio electrónico "
"<ecommerce/pricelists>`. "
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33
msgid "Create pricelists"
msgstr "Crear listas de precios"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35
msgid ""
"Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click "
":guilabel:`New` or select an existing pricelist. The pricelist setup differs"
" depending on the :ref:`selected pricelist option "
"<pricelists/configuration>`."
msgstr ""
"Vaya a :menuselection:`Punto de venta --> Productos --> Listas de precios` y"
" haga clic en :guilabel:`Nueva` o seleccione una lista existente. La "
"configuración de la lista de precios depende de :ref:`la opción de listas de"
" precios seleccionada <pricelists/configuration>`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:255
msgid "Multiple prices per product"
msgstr "Múltiples precios por producto"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44
msgid ""
"When pricelists are configured to use the :guilabel:`Multiple prices per "
"product` option, it is possible to use multiple fixed prices for different "
"products or their variants depending, if necessary, on one or several "
"conditions. To add a new price rule to a pricelist:"
msgstr ""
"Cuando configura sus listas de precios para que usen la opción "
":guilabel:`Varios precios por producto` podrá usar distintos precios fijos "
"para diferentes productos o sus variantes tomando en cuenta una o más "
"condiciones, solo en caso de que sea necesario. Para agregar una nueva regla"
" a una lista de precios:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48
msgid ""
"Click :guilabel:`Add a line`, and select a **product** and its **variant** "
"if needed."
msgstr ""
"Haga clic en :guilabel:`Agregar una línea` y seleccione un **producto** y "
"sus **variantes** si es necesario."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49
msgid "Add the condition(s):"
msgstr "Agregue las condiciones:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51
msgid ""
"a product quantity to be reached by using the :guilabel:`Min. Quantity` "
"column;"
msgstr ""
"la columna :guilabel:`Cantidad min.` representa la cantidad a la que un "
"producto tiene que llegar;"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52
msgid ""
"a determined period during which the pricelist is applied by using the "
":guilabel:`Start Date` and :guilabel:`End Date` columns."
msgstr ""
"las columnas :guilabel:`Fecha de incio` y :guilabel:`Fecha de finalización` "
"representan un periodo determinado en el que la lista de precios se debe "
"aplicar."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55
msgid ""
"Add the :guilabel:`Price` to be applied when the conditions are met (if "
"any)."
msgstr ""
"agregue el :guilabel:`Precio` que se debe aplicar cuando se cumplan las "
"condiciones (si alguna se cumple)."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Setup form of a multiple prices pricelist"
msgstr ""
"Formulario de configuración para una lista de precios de múltiples precios"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414
msgid "Advanced price rules"
msgstr "Reglas de precios avanzadas"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65
msgid ""
"When pricelists are configured to use the :guilabel:`Advanced price rules "
"(discounts, formulas)` option, it is possible to use percentage "
"discounts/mark-ups and formulas in addition to using fixed prices. To add a "
"new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up "
"windows:"
msgstr ""
"Cuando configura una lista de precios para que use la opción "
":guilabel:`Reglas de precio avanzadas (descuentos, fórmulas)`, es posible "
"usar, además de los precios fijos, descuentos y aumentos de precios "
"porcentuales y fórmulas. Para agregar una nueva regla de precio a la lista "
"de precios, haga clic en :guilabel:`Agregar una línea`. En las ventanas "
"emergentes:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69
msgid "Select a :guilabel:`Computation` method:"
msgstr "Seleccione un método de :guilabel:`Cálculo`:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71
msgid ""
":guilabel:`Fixed Price` to set a new fixed price (similarly to the "
":guilabel:`Multiple prices per product` option)."
msgstr ""
":guilabel:`Precio fijo` para establecer un nuevo precio fijo (similar a la "
"opción :guilabel:`Varios precios por producto`)."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73
msgid ""
":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or "
"mark-up (e.g., `-10.00` %)."
msgstr ""
":guilabel:`Descuento` para calcular un porcentaje de descuento (e.g., "
"`10.00` %) o aumento de precio (e.g., `-10.00` %)."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75
msgid ""
":guilabel:`Formula` to compute the price according to a formula. It is "
"required to define what the calculation is **based on** (:guilabel:`Sales "
"Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:"
msgstr ""
":guilabel:`Fórmula` para calcular el precio según una fórmula. Es necesrio "
"para definir en **qué se basa** el cálculo (:guilabel:`Precio de venta`, "
":guilabel:`Costo`, u :guilabel:`Otras listas de precios`). Entonces podrá:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79
msgid "Apply a percentage :guilabel:`Discount` or mark-up."
msgstr "Aplicar el porcentaje de :guilabel:`Descuento` o aumento de precio."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80
msgid ""
"Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount "
"(e.g., $ `-5.00`)."
msgstr ""
"Agregar una :guilabel:`Tarifa adicional` (e.g., $ `5.00`) o quitar una "
"cantidad fija (por ejemplo., $ `-5.00`)."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81
msgid ""
"Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after "
":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra"
" Fee` is applied afterward."
msgstr ""
"Definir un :doc:`Método de redondeo <cash_rounding>`, esto se hace forzando "
"que el precio después del :guilabel:`Descuento` sea un múltiplo del valor "
"configurado. La :guilabel:`Tarifa adicional` se aplica después."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86
msgid ""
"To have the final price end with `.99`, set the :guilabel:`Rounding Method` "
"to `1.00` and the :guilabel:`Extra Fee` to `-0.01`."
msgstr ""
"Para que el precio final termine con `.99` configure el :guilabel:`método de"
" redondeo` a `1.00` y la :guilabel:`tarifa adicional` a `-0.01`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89
msgid ""
"Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit"
" :guilabel:`Margins` for computations based on :guilabel:`Cost`."
msgstr ""
"Especifique los :guilabel:`Márgenes` mínimos (por ejemplo, $ `20.00` ) y "
"máximos (por ejemplo, $ `50.00` ) de ganancia para cálculos según el "
":guilabel:`Costo`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92
msgid "Select on which product(s) the price rule should be **applied**:"
msgstr "Seleccione en qué productos debe **aplicarse** la regla de precios:"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94
msgid ":guilabel:`All Products`"
msgstr ":guilabel:`Todos los productos`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95
msgid "a :guilabel:`Product Category`"
msgstr "una :guilabel:`categoría de producto`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96
msgid "a :guilabel:`Product`"
msgstr "un :guilabel:`producto`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97
msgid "a :guilabel:`Product Variant`"
msgstr "una :guilabel:`variante de producto`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99
msgid ""
"Add conditions, such as a specific quantity to reach for the price to change"
" by using the :guilabel:`Min. Quantity` field or a specific period during "
"which the pricelist should be applied by using the :guilabel:`Validity` "
"fields."
msgstr ""
"Añada condiciones, por ejemplo, puede establecer un cambio de precio una vez"
" que se alcance una cantidad determinada, esto se puede hacer utilizando el "
"campo :guilabel:`cantidad mínima`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Setup form to configure an advanced pricelist"
msgstr "Formulario para configurar una lista de precios avanzada."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107
msgid "Select pricelists"
msgstr "Seleccione la lista de precios"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109
msgid ""
"Go to the :ref:`specific POS settings <configuration/settings>` and add all "
"the available pricelists in the :guilabel:`Available` field. Then, set its "
"**default pricelist** in the :guilabel:`Default` field."
msgstr ""
"Vaya a la :ref:`configuración específica del PdV <configuration/settings>` y"
" añada todas las listas de precios disponibles en el campo "
":guilabel:`disponible`. Después, establezca su lista de precios "
"**predeterminada** en el campo :guilabel:`predeterminado`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113
msgid ""
"When you :ref:`open a POS session <pos/session-start>`, click the "
"**pricelists** button, and select the desired pricelist from the list."
msgstr ""
"Cuando abra una sesión de PdV <pos/session-start>, haga clic en el botón "
"**listas de precios** y seleccione la lista de precios deseada de la lista."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
msgid "Button to select a pricelist on the POS frontend"
msgstr "Botón para seleccionar una lista de precios en la interfaz del PdV"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120
msgid ""
"Multiple pricelists must be selected for the **pricelist button** to be "
"displayed."
msgstr ""
"Para que aparezca el **botón de lista de precios** se deben seleccionar "
"varias listas de precios."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121
msgid ""
"If a pricelist is selected on a POS order while its conditions are **not** "
"met, the price will **not** be adjusted."
msgstr ""
"Si se selecciona una lista de precios en un pedido del PdV y **no** se "
"cumplen sus condiciones, el precio **no** se ajustará."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125
msgid ""
"You can also set a pricelist to be selected automatically once a specific "
":ref:`customer is set <pos/customers>`. To do so, go to the customer form "
"and switch to the preferred pricelist in the :guilabel:`Pricelist` field of "
"the :guilabel:`Sales & Purchase` tab."
msgstr ""
"También puede configurar una lista de precios para que se seleccione "
"automáticamente una vez que se establezca un :ref:`cliente específico "
"<pos/customers>`. Para ello, vaya al formulario del cliente y cambie a la "
"lista de precios preferida en el campo :guilabel:`lista de precios` de la "
"pestaña :guilabel:`ventas y compra`."
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130
msgid ":doc:`../../sales/products_prices/prices/pricing`"
msgstr ":doc:`../../sales/products_prices/prices/pricing`"
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131
msgid ""
":ref:`How to use pricelists in an ecommerce environment "
"<ecommerce/pricelists>`"
msgstr ""
":ref:`Cómo utilizar listas de precios en un entorno de comercio electrónico "
"<ecommerce/pricelists>`"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3
msgid "Receipts and invoices"
msgstr "Recibos y facturas"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6
msgid "Receipts"
msgstr "Recepciones"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8
msgid ""
"Set up receipts by going to :menuselection:`Point of Sale --> Configuration "
"--> Point of Sale`, selecting a POS, and scrolling down to the "
":guilabel:`Bills & Receipts` section."
msgstr ""
"Puede configurar los recibos en :menuselection:`Punto de venta --> "
"Configuración --> Punto de venta`, seleccione un PdV y baje a la sección "
":guilabel:`facturas y recibos`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11
msgid ""
"To **customize** the **header** and **footer**, activate :guilabel:`Header &"
" Footer` and fill in both fields with the information to be printed on the "
"receipts."
msgstr ""
"Para personalizar el **encabezado** y el **pie de página**, active la "
"función :guilabel:`encabezado y pie de página` y complete ambos campos con "
"la información que se debe imprimir en los recibos."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14
msgid ""
"To **print receipts** automatically once the payment is registered, enable "
"the :guilabel:`Automatic Receipt Printing` setting."
msgstr ""
"Para **imprimir recibos** de forma automática en cuanto se registre el pago,"
" habilite el ajuste :guilabel:`impresión automática del recibo`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "POS receipt"
msgstr "Recibo de PdV"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22
msgid ":doc:`restaurant/bill_printing`"
msgstr ":doc:`restaurant/bill_printing`"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23
msgid ":doc:`configuration/epos_printers`"
msgstr ":doc:`configuration/epos_printers`"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26
msgid "Reprint a receipt"
msgstr "Volver a imprimir un recibo"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28
msgid ""
"From the POS interface, click :guilabel:`Orders`, open the dropdown "
"selection menu next to the search bar, and change the default :guilabel:`All"
" active orders` filter to :guilabel:`Paid`. Then, select the corresponding "
"order and click :guilabel:`Print Receipt`."
msgstr ""
"En la interfaz de PdV, haga clic en :guilabel:`órdenes`, abra el menú "
"desplegable de selección que se encuentra al lado de la barra de búsqueda y "
"cambie el filtro predeterminado :guilabel:`todas las órdenes activas` a "
":guilabel:`pagada`. Después, seleccione la orden correspondiente y haga clic"
" en :guilabel:`imprimir recibo`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "Print receipt button from the backend"
msgstr "Botón de imprimir recibo desde el backend"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36
msgid ""
"You can filter the list of orders using the search bar. Type in your "
"reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or "
":guilabel:`Customer`."
msgstr ""
"Puede filtrar la lista de órdenes mediante la barra de búsqueda. Escriba su "
"referencia y haga clic en :guilabel:`número de recibo`, :guilabel:`fecha` o"
" :guilabel:`cliente`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42
msgid "Invoices"
msgstr "Facturas"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44
msgid ""
"Point of Sale allows you to issue and print invoices for :ref:`registered "
"customers <pos/customers>` upon payment and retrieve all past invoiced "
"orders."
msgstr ""
"El Punto de venta le permitirá emitir e imprimir facturas para "
":ref:`clientes registrados <pos/customers>` una vez que se realice el pago; "
"también podrá obtener todas las facturas antiguas."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48
msgid ""
"An invoice created in a POS creates an entry into the corresponding "
":ref:`accounting journal <cheat_sheet/journals>`, previously :ref:`set up "
"<receipts_invoices/invoice_configuration>`."
msgstr ""
"Una factura creada en el Punto de venta creará un asiento en el :ref:`diario"
" bancario <cheat_sheet/journals>` que haya :ref:`configurado "
"<receipts_invoices/invoice_configuration>`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56
msgid ""
"To define what journals will be used for a specific POS, go to the "
":ref:`POS' settings <configuration/settings>` and scroll down to the "
"accounting section. Then, you can determine the accounting journals used by "
"default for orders and invoices in the :guilabel:`Default Journals` section."
msgstr ""
"Para definir los diarios a utilizar en un PdV en específico, vaya a los "
"ajustes de :ref:`PdV <configuration/settings>` y diríjase a la sección de "
"contabilidad. Ahí podrá determinar los diarios contables que se usarán de "
"forma predeterminada para las órdenes y las facturas en la sección "
":guilabel:`Diarios predeterminados`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "accounting section in the POS settings"
msgstr "sección de contabilidad en los ajustes del punto de venta"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65
msgid "Invoice a customer"
msgstr "Facturar a un cliente"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67
msgid ""
"Upon processing a payment, click :guilabel:`Invoice` underneath the "
"customer's name to issue an invoice for that order."
msgstr ""
"Al procesar el pago, haga clic en :guilabel:`Factura` bajo el nombre del "
"cliente para emitir una factura para esa orden."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70
msgid ""
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
" automatically issued and ready to be downloaded and/or printed."
msgstr ""
"Seleccione el método de pago y haga clic en :guilabel:`validar`. La "
"**factura** se emite de forma automática y se puede descargar o imprimir de "
"inmediato."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74
msgid ""
"To be able to issue an invoice, a :ref:`customer <pos/customers>` must be "
"selected."
msgstr ""
"Para poder emitir una factura, debe seleccionar a un :ref:`cliente "
"<pos/customers>`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77
msgid "Retrieve invoices"
msgstr "Obtener facturas"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79
msgid "To retrieve invoices from the **POS dashboard**,"
msgstr ""
"Siga los siguientes pasos para obtener las facturas desde el **tablero de "
"PdV**:"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81
msgid ""
"access all orders made through your POS by going to :menuselection:`Point of"
" Sale --> Orders --> Orders`;"
msgstr ""
"Acceda a todas las ordenes realizadas en su PdV en :menuselection:`Punto de"
" venta --> Órdenes --> Órdenes`;"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83
msgid ""
"to access an order's invoice, open the **order form** by selecting the "
"order, then click :guilabel:`Invoice`."
msgstr ""
"Para obtener la factura de una orden, abra el **formulario de la orden** "
"seleccione la orden y haga clic en :guilabel:`factura`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "invoice smart button from an order form"
msgstr "Botón inteligente de factura en el formulario de una orden"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90
msgid ""
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
"the :guilabel:`Status` column."
msgstr ""
"Puede identificar las **órdenes facturadas** porque la columna "
":guilabel:`estado` indica que su estado es :guilabel:`facturada`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92
msgid ""
"You can filter the list of orders to invoiced orders by clicking "
":guilabel:`Filters` and :guilabel:`Invoiced`."
msgstr ""
"Puede filtrar la lista de órdenes por facturar al hacer clic en "
":guilabel:`filtros` y :guilabel:`facturada`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96
msgid "QR codes to generate invoices"
msgstr "Códigos QR para generar facturas"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98
msgid ""
"Customers can also request an invoice by scanning the **QR code** printed on"
" their receipt. Upon scanning, they must fill in a form with their billing "
"information and click :guilabel:`Get my invoice`. On the one hand, doing so "
"generates an invoice available for download. On the other hand, the order "
"status goes from :guilabel:`Paid` or :guilabel:`Posted` to "
":guilabel:`Invoiced` in the Odoo backend."
msgstr ""
"Los clientes pueden solicitar una factura mediante el escaneo de un **código"
" QR** impreso en su recibo. Al escanearlo, deben completar un formulario con"
" su información de facturación y hacer clic en :guilabel:`obtener mi "
"factura`. Por un lado, hacer esto genera una factura disponible para "
"descarga. Por otro lado, el estado de la orden en el backend de Odoo cambia "
"de :guilabel:`pagada` o :guilabel:`publicada` a :guilabel:`facturada`."
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
msgid "order status change"
msgstr "Cambio en el estado de la orden"
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107
msgid ""
"To use this feature, you have to enable QR codes on receipts by going to "
":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select "
"the POS in the :guilabel:`Point of Sale` field, scroll down to the "
":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on "
"ticket`."
msgstr ""
"Para utilizar esta función debe habilitar los códigos QR en los recibos en "
":menuselection:`Punto de venta --> Configuración --> Ajustes`. Luego, "
"seleccione el PdV en el campo :guilabel:`punto de venta`, baje a la sección "
":guilabel:`facturas y recibos` y habilite la función :guilabel:`utilizar "
"código QR en el recibo`."
#: ../../content/applications/sales/point_of_sale/reporting.rst:3
msgid "Reporting"
msgstr "Informes"
#: ../../content/applications/sales/point_of_sale/reporting.rst:6
msgid "View statistics"
msgstr "Ver estadísticas"
#: ../../content/applications/sales/point_of_sale/reporting.rst:8
msgid ""
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
msgstr ""
"Para acceder a sus estadísticas, vaya a: :menuselection:`Punto de venta --> "
"Reportes --> Órdenes`. También puede acceder desde el **tablero de PdV**, "
"solo haga clic en el botón con los tres puntos verticales (:guilabel:`⋮`), "
"presione :guilabel:`Reportes` y, por último, :guilabel:`Órdenes`."
#: ../../content/applications/sales/point_of_sale/reporting.rst:12
msgid ""
"These statistics are available in a graph or pivot view that you can filter "
"or group depending on your needs."
msgstr ""
"Estas estadísticas están disponibles en una vista de gráfico o tabla "
"dinámica que puede filtrar o agrupar según sus necesidades."
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
msgid "Restaurant features"
msgstr "Funciones para restaurantes"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:7
msgid ""
"Managing a restaurant or a bar comes with specific needs. The Point of Sale "
"application provides various features that allow performing all the required"
" tasks in such businesses."
msgstr ""
"Gestionar un restaurante o bar implica necesidades específicas. La "
"aplicación Punto de venta brinda varias funciones que permiten realizar "
"todas las tareas necesarias en este tipo de empresas."
#: ../../content/applications/sales/point_of_sale/restaurant.rst:10
msgid "Once the POS is set to be used in a restaurant or a bar, you can:"
msgstr ""
"Una vez que el PdV está configurado para utilizarse en un restaurante o bar,"
" puede:"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:12
msgid ""
":doc:`organize your floors and tables to reflect your interior "
"<restaurant/floors_tables>`;"
msgstr ""
":doc:`organizar sus pisos y mesas para que reflejen su diseño de interiores "
"<restaurant/floors_tables>`,"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:13
msgid ":ref:`take orders <restaurant/orders>`;"
msgstr ""
#: ../../content/applications/sales/point_of_sale/restaurant.rst:14
msgid ""
":doc:`communicate with the kitchen or the bar through the POS "
"<restaurant/kitchen_printing>`;"
msgstr ""
":doc:`comunicarse con la cocina o el bar mediante el PdV "
"<restaurant/kitchen_printing>`;"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:15
msgid ""
":doc:`print bills in advance and split them <restaurant/bill_printing>`;"
msgstr ""
":doc:`imprimir cuentas por adelantado y dividirlas "
"<restaurant/bill_printing>`;"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:16
msgid ":doc:`collect tips <restaurant/tips>`; and"
msgstr ":doc:`recibir propinas <restaurant/tips>` y"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:17
msgid ""
":doc:`set different taxes for takeaway food <pricing/fiscal_position>`."
msgstr ""
":doc:`establecer impuestos diferentes para comida para "
"llevar<pricing/fiscal_position>`."
#: ../../content/applications/sales/point_of_sale/restaurant.rst:24
msgid ""
"To enable the restaurant and bar-specific features, go to "
":menuselection:`Point of Sale --> Configuration --> Settings`, select the "
"POS, and activate :guilabel:`Is a Bar/Restaurant`."
msgstr ""
"Para activar las funciones de bar o restaurante, vaya a "
":menuselection:`Punto de venta --> Configuración --> Ajustes`, seleccione el"
" PdV y active la función :guilabel:`es un bar/restaurante`."
#: ../../content/applications/sales/point_of_sale/restaurant.rst:27
msgid ""
"These features are displayed in the :guilabel:`Restaurant & Bar` section."
msgstr "Estas funciones aparecen en la sección :guilabel:`restaurante y bar`."
#: ../../content/applications/sales/point_of_sale/restaurant.rst-1
msgid "restaurant and bar-specific features"
msgstr "Funciones de restaurante y bar"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:36
msgid "Take orders"
msgstr "Tomar órdenes"
#: ../../content/applications/sales/point_of_sale/restaurant.rst:38
msgid ""
"Click a table to access the POS interface and start taking your customer's "
"order. The system automatically associates the orders and the table, "
"allowing you to add more items later and generate a bill specifically for "
"that table's orders."
msgstr ""
"Haga clic en una mesa para acceder a la interfaz del punto de venta y "
"comenzar a tomar la orden de su cliente. El sistema asocia las órdenes a la "
"mesa de forma automática, lo cual le permitirá agregar más artículos después"
" y generar una factura específica para las órdenes de esa mesa."
#: ../../content/applications/sales/point_of_sale/restaurant.rst:42
msgid ""
"Once you have taken an order, click :guilabel:`Change table` to return to "
"the floor plan view."
msgstr ""
"Una vez que haya tomado la orden haga clic en :guilabel:`Cambiar mesa` para "
"regresar a la vista del plano del piso."
#: ../../content/applications/sales/point_of_sale/restaurant.rst:45
msgid ""
"As soon as you click a table, the number of guests is automatically set to "
"one. If you mistakenly select a table, click :guilabel:`Release table` to "
"free it or :ref:`transfer the customer <floors_tables/transfer>` to another "
"table."
msgstr ""
"Tan pronto como haga clic a la mesa, el número de invitados automáticamente "
"será uno. Si selecciona una mesa por error, haga clic en :guilabel:`Liberar "
"mesa` para liberarla o :ref:`transferir al cliente <floors_tables/transfer>`"
" a otra mesa."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
msgid "Bills"
msgstr "Facturas"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
msgid ""
"Typical practices in restaurants or bars are to request the bill before "
"proceeding to payment or splitting it based on the items ordered. Odoo POS "
"provides two features to perform these tasks seamlessly: **Bill Printing** "
"and **Bill Splitting**."
msgstr ""
"Una de las prácticas más comunes en restaurantes o bares es pedir la cuenta "
"antes del pago, o dividirla según los artículos ordenados. El PdV de Odoo "
"cuenta con dos funciones para realizar estas tareas con facilidad: "
"**impresión de la cuenta** y **separación de cuenta**."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
msgid ""
"To activate the features, go to :menuselection:`Point of Sale --> "
"Configuration --> Settings`, select the POS, and activate :guilabel:`Early "
"Receipt Printing` and :guilabel:`Allow Bill Splitting` in the "
":guilabel:`Restaurant & Bar` section."
msgstr ""
"Para activar estas funciones, vaya a :menuselection:`Punto de venta --> "
"Configuración --> Ajustes`, seleccione el PdV y active las funciones "
":guilabel:`impresión anticipada de recibos` y :guilabel:`permitir separación"
" de la cuenta` en la sección :guilabel:`restaurante y bar`."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1
msgid ""
"activate the bill printing and bill splitting features in the POS settings"
msgstr ""
"Activar las funciones de impresión y separación de cuentas en los ajustes de"
" PdV"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21
msgid "Bill printing"
msgstr "Impresión de la cuenta"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23
msgid ""
"From an open session, click :menuselection:`Bill --> Print` at any moment to"
" generate and print a bill."
msgstr ""
"En una sesión abierta, haga clic en :menuselection:`Cuenta --> Imprimir` en "
"cualquier momento para generar e imprimir una cuenta."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27
msgid ""
"The printed bill is **not** final and will be updated to reflect any changes"
" to the order."
msgstr ""
"La cuenta impresa **no** es la final y se actualizará para reflejar "
"cualquier cambio en la orden."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30
msgid "Bill splitting"
msgstr "Dividir la cuenta"
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32
msgid ""
"From an open session, click :guilabel:`Split` to select the items to "
"regroup. Once everything is selected, click :guilabel:`Payment` and proceed "
"to checkout for these items. Repeat for each guest."
msgstr ""
"En una sesión abierta, haga clic en :guilabel:`dividir` para seleccionar los"
" artículos a reagrupar. Una vez que todo está seleccionado, haga clic en "
":guilabel:`pago` y realice el cobro de estos artículos. Repita el proceso "
"con cada persona."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36
msgid ""
"Once you return to the table, the selected items are no longer on order, as "
"they have been paid for."
msgstr ""
"Cuando vuelva a la mesa, los artículos seleccionados ya no estarán en la "
"orden porque ya se pagaron."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38
msgid "The feature is available as soon as at least two items are ordered."
msgstr ""
"La función está disponible en cuanto se ordenan por lo menos dos artículos."
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41
msgid ":doc:`floors_tables`"
msgstr ":doc:`floors_tables`"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3
msgid "Floors and tables"
msgstr "Pisos y mesas"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5
msgid ""
"The **Floor plan view** enables you to manage restaurant floors and table "
"arrangements and monitor table status in real time, including occupancy, "
"reservations, and kitchen orders."
msgstr ""
"La **vista de plano del piso** le permite gestionar los pisos del "
"restaurante, cómo están acomodadas las meses y monitorear el estado de las "
"mesas en tiempo real, incluyendo las que están ocupadas, las que tienen "
"reservaciones y las órdenes de cocina."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0
msgid "example of a floor plan view with visual keys to understand it."
msgstr ""
"ejemplo de la vista de plano del piso con claves visuales para poder "
"entenderlo."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13
msgid "Table 1: An order has been placed and sent to the kitchen."
msgstr "Mesa 1: se realizó una orden y se envió a la cocina."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14
msgid ""
"Table 3: An order of four items has been placed and needs to be sent to the "
"kitchen."
msgstr ""
"Mesa 3: se realizó una orden de cuatro artículos que se debe enviar a la "
"cocina."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15
msgid "Tables 2, 4, and 5: These tables are available."
msgstr "Mesas 2, 4 y 5: estas mesas están disponibles."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16
msgid ""
"Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and"
" 8 people."
msgstr ""
"Mesas 2, 4 y 5: la capacidad total de estas mesas es 2, 4 y 8 "
"respectivamente."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17
msgid "Table 1: The table of two is full."
msgstr "Mesa 1: la mesa de dos está llena."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18
msgid "Table 3: The table of four is taken by one person."
msgstr "Mesa 3: la mesa de cuatro la está ocupando una persona."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19
msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00."
msgstr "Mesa 5: \"Juan Pérez\" tiene una reservación de 8 personas a las 12:00."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25
msgid "From the POS backend"
msgstr "Desde el backend del Punto de venta"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27
msgid ""
"To create floors and tables from the backend, go to :menuselection:`Point of"
" Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to "
"create a floor. Name it, select the related point(s) of sales, and click "
":guilabel:`Add a line` to create a table. Name the table and assign a number"
" of seats. You can also link it to an appointment resource to make the table"
" bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & "
"New` to confirm."
msgstr ""
"Para crear pisos y mesas desde el backend, vaya a :menuselection:`Punto de "
"venta --> Configuración --> Diseño del piso` y haga clic en "
":guilabel:`Nuevo` para crear un piso. Póngale un nombre, seleccione los "
"puntos de venta relacionados y haga clic en :guilabel:`Agregar una línea` "
"para crear una tabla. Póngale nombre a la tabla, asigne un número de "
"asientos y, si quiere que se pueda reservar la mesa, debe vincularla a un "
"recurso de cita. Una vez que esté listo, haga clic en :guilabel:`Guardar y "
"cerrar` o en :guilabel:`Guardar y crear nuevo`."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
msgid "window to create a table in the POS backend"
msgstr "ventana para crear una mesa desde el backend del punto de venta"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38
msgid ""
"The POS must be opened and :ref:`edited from the frontend "
"<floors_tables/frontend>` to create a map of your restaurant or bar "
"reflecting your actual floor plan."
msgstr ""
"El punto de venta debe estar abierto y :ref:`se debe editar desde el "
"frontend <floors_tables/frontend>` para poder crear un mapa de su "
"restaurante o bar que refleje su plano del visto actual."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42
msgid ""
"Create floors on the spot: :ref:`access your POS settings "
"<configuration/settings>`, type your floor name in the :guilabel:`Floor` "
"field of the :guilabel:`Floors & Tables Map` category, and press *enter*."
msgstr ""
"Puede crear pisos a instante: :ref:`ingrese a sus ajustes del punto de venta"
" <configuration/settings>`, ingrese el nombre de su piso en el campo "
":guilabel:`Piso` de la categoría :guilabel:`Mapa de pisos y mesas` y "
"presione *enter*."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0
msgid "setting to create floors from the POS settings"
msgstr "ajuste para crear pisos desde los ajustes del Punto de venta"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53
msgid "From the POS frontend"
msgstr "Desde el frontend del Punto de venta"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55
msgid ""
"To create floors and tables from the frontend, :ref:`open a POS session "
"<pos/session-start>`, click the hamburger menu icon :guilabel:`≡` in the "
"upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**."
msgstr ""
"Para crear pisos y meses desde el frontend :ref:`abra una sesión de punto de"
" venta <pos/session-start>`, haga clic en el icono de las tres rayas "
":guilabel:`≡` en la esquina superior derecha y después en :guilabel:`Editar "
"plan` para ingresar en el **modo de edición**."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59
msgid ""
"Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-"
"up window."
msgstr ""
"Haga clic en :guilabel:`+ Agregar un piso` para agregar un piso y después "
"ingrese el nombre en una ventana emergente."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61
msgid ""
"Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To "
"move it, select it and drag and drop it as desired. You can also modify the "
"attributes of the selected table, such as the number of seats by clicking "
":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color "
"using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To"
" duplicate an existing table, select it and click :guilabel:`COPY`. You can "
"also remove the table by clicking :guilabel:`DELETE`."
msgstr ""
"Una vez que se haya creado el piso haga clic en :guilabel:`+ MESA` para "
"agregar una mesa. Para moverla, selecciónela y arrástrela. También puede "
"editar los atributos de la mesa seleccionada, como el número de asientos si "
"hace clic en :guilabel:`ASIENTOS`, la forma de la mesa si hace clic en "
":guilabel:`FORMA`, el color de la mesa si hace clic en :guilabel:`RELLENO`, "
"o el nombre de de la mesa si hace clic en :guilabel:`RENOMBRAR`. Si quiere "
"duplicar una mesa existente, selecciónela y haga clic en :guilabel:`COPIAR` "
"y haga clic en :guilabel:`BORRAR` si quiere borrarla."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68
msgid ""
"After making all the necessary modifications, click :guilabel:`CLOSE` to "
"save."
msgstr ""
"Después de hacer todas las modificaciones necesarias haga clic en "
":guilabel:`CERRAR` para guardar."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
msgid "the floor plan view in edit mode."
msgstr "la vista del plano del piso en modo edición."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74
msgid "If no table is selected, the modifications are applied to the floor."
msgstr ""
"Si no se selecciona ninguna mesa, las modificaciones se aplicarán al piso."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77
msgid "Removing a table or a floor cannot be undone."
msgstr "No se puede deshacer la acción de borrar una besa o un piso."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82
msgid "Table transfer"
msgstr "Transferir una mesa"
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84
msgid ""
"To move customers from one table to another, select a table and click "
":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor"
" plan view, where you can choose the new table to which you want to transfer"
" the customers."
msgstr ""
"Para mover clientes de una mesa a otra, seleccione una mesa y haga clic en "
":guilabel:`→ Transferir` en la interfaz del punto de venta. Esto le redirige"
" a la vista de plano de planta, donde puede elegir la nueva mesa a la que "
"desea transferir los clientes."
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88
msgid ""
"When you transfer customers, all of the orders they have placed and that are"
" linked to the original table are also transferred."
msgstr ""
"Cuando transfiere clientes, todas las órdenes que se realicen y estén "
"vinculadas a la mesa original también se transfieren."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
msgid "Orders printing"
msgstr "Impresión de órdenes"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
msgid ""
"Integrating printers in a restaurant or bar's workflow can enhance "
"communication and collaboration between the front-of-house and back-of-house"
" teams, leading to a more streamlined and efficient service."
msgstr ""
"Integrar impresoras en el flujo de trabajo de un restaurante o bar puede "
"mejorar la comunicación y colaboración entre los equipos frente y tras "
"mostrador, lo que lleva a un servicio más ágil y eficiente. "
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15
msgid "Enable and create printers"
msgstr "Habilitar y crear impresiones"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17
msgid ""
"To enable sending orders to a kitchen or bar printer, go to "
":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down "
"to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen "
"Printers`. Type in a name for the printer in the :guilabel:`Printers` field "
"and click :guilabel:`Create and edit...` to open a setup form."
msgstr ""
"Para habilitar el envío de órdenes a una impresora en la cocina o bar, vaya "
"a :menuselection:`Punto de venta --> Configuración --> Ajustes`, baje a la "
"sección :guilabel:`Restaurante y bar` y habilite la función "
":guilabel:`impresoras de cocina`. Escriba un nombre para la impresora en el "
"campo :guilabel:`impresoras` y haga clic en :guilabel:`crear y editar...` "
"para abrir un formulario de configuración."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
msgid ""
"To get a list of all the printers already created or to modify an already "
"created printer, click :guilabel:`--> Printers` and select the desired "
"printer to open the setup form."
msgstr ""
"Para obtener una lista de todas las impresoras que se han creado o para "
"modificar una impresora existente, haga clic en :guilabel:`--> Impresoras` y"
" seleccione la impresora que desea editar para abrir su formulario de "
"configuración."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
msgid "settings to enable the kitchen printers"
msgstr "Habilitar las impresoras de cocinas en los ajustes."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32
msgid "Setup form"
msgstr "Formulario de configuración"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
msgid ""
"From the :ref:`setup form <kitchen_printing/enable>`, select the "
":guilabel:`Printer Type` according to your installation:"
msgstr ""
"En el :ref:`formulario de configuración <kitchen_printing/enable>`, "
"seleccione el :guilabel:`tipo de impresora` según su instalación:"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
msgid ""
"If your printer is connected to an IoT box, select :guilabel:`Use a printer "
"connected to the IoT Box` and select the device in the :guilabel:`IoT "
"Device` field."
msgstr ""
"Si su impresora está conectada a una caja IoT, seleccione "
":guilabel:`utilizar una impresora conectada a la caja IoT` y seleccione el "
"dispositivo en el campo :guilabel:`dispositivo IoT`."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
msgid ""
"If you use an Epson printer that does not need an IoT box, select "
":guilabel:`Use an Epson printer` and enter the printer's IP address in the "
":guilabel:`Epson Printer IP Address` field."
msgstr ""
"Si utiliza una impresora Epson que no necesita una caja IoT, seleccione "
":guilabel:`use una impresora Epson` e introduzca la dirección IP de la "
"impresora en el campo :guilabel:`dirección IP de la impresora Epson`."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43
msgid ":doc:`/applications/general/iot/config/connect`"
msgstr ":doc:`/applications/general/iot/config/connect`"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
msgid ":doc:`/applications/general/iot/devices/printer`"
msgstr ":doc:`/applications/general/iot/devices/printer`"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45
msgid ":doc:`../configuration/epos_ssc`"
msgstr ":doc:`../configuration/epos_ssc`"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47
msgid ""
"Set your printer to print specific products based on their POS category. To "
"do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product "
"Categories` field. If you leave this field empty, all products are sent to "
"the printer regardless of their POS category."
msgstr ""
"Configure su impresora para imprimir productos específicos según su "
"categoría de PdV. Para hacerlo, haga clic en :guilabel:`agregar una línea` "
"en el campo :guilabel:`categorías de producto imprimidas`. Si deja este "
"campo en blanco, todos los productos se envían a la impresora sin importar "
"su categoría de PdV."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
msgid "setup form to configure a kitchen printer"
msgstr "Formulario de configuración de una impresora de cocina"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56
msgid "Print orders"
msgstr "Imprimir órdenes"
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58
msgid ""
"From an open session, start taking an order and click :guilabel:`Order` to "
"send it to the bar or the kitchen."
msgstr ""
"En una sesión abierta, empiece a tomar órdenes y haga clic en "
":guilabel:`ordenar` para enviarla al bar o la cocina."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
msgid "order button from the POS UI to send orders to a kitchen or a bar"
msgstr ""
"Botón de ordenar en la interfaz de usuario del PdV para enviar órdenes a la "
"cocina o bar."
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66
msgid ""
"When products can be printed, they appear in green in the cart, and the "
"order button turns green."
msgstr ""
"Cuando se pueden imprimir productos, estos aparecen en color verde en el "
"carrito, y el botón \"ordenar\" también cambia a verde."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
msgid "Tips"
msgstr "Consejos"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
msgid ""
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
":ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants "
"<../restaurant>`."
msgstr ""
"Dar propina es una prática habitual en varios países. El punto de venta "
"permite dar propinas en :ref:`tiendas <pos/sell>`, :doc:`bares "
"<../restaurant>`, o :doc:`restaurantes <../restaurant>`."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
msgid ""
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
" the page, select the POS in which you wish to allow **tipping**, scroll "
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
" The designated product will be used as a reference on customers' receipts."
msgstr ""
"Para recibir propinas en su PdV, active la función :guilabel:`propinas` en "
":menuselection:`Punto de venta --> Configuración --> Ajustes`. En la parte "
"superior de la página seleccione el PdV en el que desea activar las "
"**propinas**, baje a la sección :guilabel:`pago` y seleccione la opción "
":guilabel:`propinas`. Una vez que habilite la función, agregue un "
":guilabel:`producto de propina` en el campo correspondiente y guarde. El "
"producto designado se utilizará como referencia en los recibos de los "
"clientes."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "enable tips in a POS"
msgstr "Habilitar las propinas en un PdV"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25
msgid "Tip products"
msgstr "Productos de propina"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27
msgid ""
"**Tip products** can be created on the spot. To do so, enter a product's "
"name in the :ref:`Tip Product <configuration>` field and click "
":guilabel:`Create` or press **enter**. The product is automatically "
"configured to be used as a tip at the payment screen."
msgstr ""
"Puede crear **productos de propina** en cualquier momento. Para hacerlo, "
"ingrese un nombre de producto en el campo :ref:`producto de propina "
"<configuration>` y haga clic en :guilabel:`crear` o presione **enter**. El "
"producto se configura de forma automática para usarse como propina en la "
"pantalla de pago."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31
msgid ""
"However, if you wish to be able to select the tip product in a POS session, "
"you must activate the **Available in POS** setting. To do so, click "
":guilabel:`Create and edit...` to open the product configuration form. Then,"
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
"checkbox, and click :guilabel:`Save & Close`."
msgstr ""
"Sin embargo, si quiere poder seleccionar el producto de propina en una "
"sesión de PdV debe activar la función **Disponible en PdV**. Para ello, haga"
" clic en :guilabel:`Crear y editar...` para abrir el formulario de "
"configuración del producto, vaya a la pestaña :guilabel:`Ventas`, seleccione"
" la casilla :guilabel:`Disponible en PdV` y haga clic en :guilabel:`Guardar "
"y cerrar`."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37
msgid ""
"When you create a product to use as a tip, leave the **product type** as "
":guilabel:`Consumable` to avoid unnecessary inventory movements."
msgstr ""
"Cuando cree un producto que se utilizará como propina, configure el **tipo "
"de producto** como :guilabel:`consumible` para evitar movimientos de "
"inventario innecesarios."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39
msgid ""
"You can only select one tip product per POS, but you can choose a different "
"one for each."
msgstr ""
"Solo puede seleccionar un producto de propina por PdV, pero puede elegir uno"
" distinto para cada uno."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72
msgid "Tip using an Adyen terminal"
msgstr "Propinas mediante una terminal Adyen"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44
msgid ""
"If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment "
"terminal and wish to enable **tips** using the terminal, check "
":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip "
"settings <configuration>`."
msgstr ""
"Si utiliza una terminal de pago de :doc:`Adyen <../payment/adyen>` y quiere "
"habilitar las **propinas** en ella, seleccione la opción :guilabel:`Agregar "
"propina a través de la terminal de pago (Adyen)` en los :ref:`ajustes de "
"propinas <configuration>`."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79
msgid "Tip after payment"
msgstr "Propina después del pago"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51
msgid ""
"If you use a POS system in a bar or a restaurant, you can enable "
":guilabel:`Add tip after payment (North America specific)`. Doing so "
"generates a bill to print and complete manually by the customer and the "
"waiter. That bill indicates the tip value the customer chooses to give after"
" the payment."
msgstr ""
"Si utiliza un sistema de PdV en un bar o restaurante, puede habilitar la "
"función :guilabel:`agregar propina después del pago (específico para "
"Norteamérica)`. Hacer esto genera una cuenta para imprimir y que el cliente "
"y el mesero deben completar de forma manual. La cuenta indica el valor de la"
" propina que el cliente elige dar después del pago."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56
msgid ""
"To use this feature, the selected payment method must have a bank journal "
"attributed."
msgstr ""
"Para usar esta función, el método de pago seleccionado debe tener atribuido "
"un diario bancario."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59
msgid "Add tips"
msgstr "Agregar propinas"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61
msgid ""
"To add tips to an order, :ref:`access the payment screen <pos/sell>` and "
"click :guilabel:`♥ Tip`. Then, enter the tipping amount, click "
":guilabel:`Confirm` to validate, and process the payment."
msgstr ""
"Para agregar una propina a una orden, :ref:`acceda a la pantalla de pago "
"<pos/sell>` y haga clic en :guilabel:`♥ Propina`. Después, introduzca el "
"importe de la propina, haga clic en :guilabel:`Confirmar` para validarla, "
"finalmente procese el pago."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "tip popup window"
msgstr "Ventana emergente de propina"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67
msgid ""
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
"POS interface to add it to the cart. When selected, the product is "
"automatically set as a tip, and its default value equals its **Sales "
"Price**."
msgstr ""
"Un método alterno es seleccionar el :ref:`producto de propina <tip-product>`"
" en la interfaz del PdV para agregarlo al carrito. Cuando lo selecciona el "
"producto se establece de forma automática como una propina, y su valor "
"predeterminado es igual a su **precio de venta**."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74
msgid ""
"During checkout, select **Adyen** as the payment terminal, and send the "
"payment request to the device by clicking :guilabel:`Send`. The customers "
"are asked to enter the desired tipping amount on the terminal's screen "
"before proceeding to the payment."
msgstr ""
"Durante el pago, seleccione **Adyen** como la terminal de pago y haga clic "
"en :guilabel:`enviar` para enviar la solicitud de pago al dispositivo. Se le"
" solicita a los clientes introducir el importe deseado de propina en la "
"pantalla de la terminal antes de continuar al pago."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81
msgid ""
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
"Doing so generates a bill to complete by the customer."
msgstr ""
"En el pago, seleccione un método de pago con tarjeta y haga clic en "
":guilabel:`cerrar pestaña`. Hacer esto genera una cuenta que el cliente debe"
" completar."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "tipping bill after payment to complete by customers"
msgstr ""
"Propina posterior al pago en una cuenta que los clientes deben completar"
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87
msgid ""
"On the following screen, click the percentage (:guilabel:`15%`, "
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
" the following order."
msgstr ""
"En la siguiente pantalla, haga clic en el porcentaje (:guilabel:`15%`, "
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`sin propina`, o introduzca el "
"importe de propina que el cliente elige pagar. Luego, haga clic en "
":guilabel:`pagado` para avanzar a la siguiente orden."
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
msgid "screen to select a tip amount to collect after payment"
msgstr ""
"Pantalla para seleccionar un importe de propina que se cobrará después del "
"pago"
#: ../../content/applications/sales/point_of_sale/shop.rst:5
msgid "Shop features"
msgstr "Funciones de tienda"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
msgid "Barcodes"
msgstr "Códigos de barras"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
msgid ""
"Using a barcode scanner to process point-of-sale orders improves your "
"efficiency in providing quicker customer service. Barcode scanners can be "
"used both to scan products or to log employees into a POS session."
msgstr ""
"Usar un lector de códigos de barras para procesar las órdenes de su punto de"
" venta aumenta la eficiencia a la hora de ofrecer un servicio al cliente más"
" rápido. Puede usar un lector de código de barras tanto para escanear "
"productos como para registrar a empleados en una sesión de PdV."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
msgid ""
"To use a barcode scanner, you must enable the feature in the Inventory app. "
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
msgstr ""
"Para usar un lector de códigos de barras, primero debe habilitar la función "
"en la aplicación Inventario. Vaya a :menuselection:`Inventario --> "
"Configuración --> Ajustes` y en la sección :guilabel:`código de barras` "
"seleccione la opción :guilabel:`lector de código de barras` y guarde."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1
msgid "barcode setting in the Inventory application"
msgstr "Ajustes de códigos de barras en la aplicación Inventario"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
msgid ""
":doc:`Set up a barcode scanner "
"</applications/inventory_and_mrp/barcode/setup/hardware>`"
msgstr ""
":doc:`Configurar un lector de código de barras "
"</applications/inventory_and_mrp/barcode/setup/hardware>`"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
msgid ""
":doc:`Activate barcode scanners "
"</applications/inventory_and_mrp/barcode/setup/software>`"
msgstr ""
":doc:`Activar lectores de códigos de barra "
"</applications/inventory_and_mrp/barcode/setup/software>`"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
msgid ""
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
" Sale** with products that have a barcode number assigned."
msgstr ""
"Una vez que habilite la función de códigos de barras en **Inventario**, "
"puede usarla en la aplicación **Punto de venta** con productos que tengan un"
" número de código de barras asignado."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
msgid "Assign barcodes"
msgstr "Asignar códigos de barras"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
msgid "To your products"
msgstr "A productos"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
msgid ""
"To use this feature in POS, your products must have barcodes assigned. To do"
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
"in the :guilabel:`General Information` tab."
msgstr ""
"Para poder usar esta función en PdV sus productos deben tener códigos de "
"barras asignados. Para hacerlo, vaya a :menuselection:`Punto de venta --> "
"Productos --> Productos` y abra el **formulario de un producto**. Agregue un"
" número de código de barras en el campo :guilabel:`código de barras` en la "
"pestaña :guilabel:`información general`."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
msgid "To your employees"
msgstr "A empleados"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
msgid ""
"To add an identification number to an employee, go to the **Employees** app "
"and open an **employee form**. Choose an identification number for your "
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
"Settings` tab."
msgstr ""
"Para asignarle un número de identificación a un empleado, vaya a la "
"aplicación **Empleados** y abra el **formulario del empleado**. Elija un "
"número de identificación para el empleado y complete el campo "
":guilabel:`código NIP` en la pestaña :guilabel:`ajustes de RR. HH.`."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
msgid "Use barcodes"
msgstr "Usar códigos de barras"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
msgid "Scan products"
msgstr "Escanear productos"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
msgid ""
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
"to the cart. To change the quantity, scan a product as many times as needed,"
" or click :guilabel:`Qty` and enter the number of products using the keypad."
msgstr ""
"Escanee el código de barras de un producto con un lector de códigos de "
"barras. Hacer esto agrega el producto directamente al carrito. Para cambiar "
"la cantidad, escanee un producto las veces que sea necesario, o haga clic en"
" :guilabel:`cant.` e introduzca el número de productos mediante el teclado."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
msgid ""
"You can also enter the barcode number manually in the search bar to look for"
" the product. Then, click it to add it to the cart."
msgstr ""
"También puede introducir de forma manual el código de barras en la barra de "
"búsqueda para buscar el producto. Solo haga clic en él para agregarlo al "
"carrito."
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
msgid "Log employees"
msgstr "Registrar empleados"
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60
msgid ""
"You can also use a barcode scanner to log your employees. To do so, "
":ref:`restrict access <employee_login/configuration>` to the POS and "
":ref:`use barcodes to log your employees in <employee_login/badge>` your "
"POS."
msgstr ""
"También puede utilizar un lector de códigos de barras para registrar a sus "
"empleados. Para hacerlo, :ref:`restrinja el acceso "
"<employee_login/configuration>` al PdV y :ref:`utilice los códigos de barras"
" para que sus empleados inicien sesión <employee_login/badge>` en su PdV."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3
msgid "Customer display"
msgstr "Pantalla del cliente"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5
msgid ""
"The **customer display** feature provides customers with real-time checkout "
"updates on a secondary display."
msgstr ""
"La función **pantalla del cliente** le brinda a los clientes actualizaciones"
" del proceso de pago en tiempo real en una pantalla secundaria."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
msgid "customer screen"
msgstr "pantalla del cliente"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14
msgid ""
"Depending on your POS setup, the feature can be displayed :ref:`locally on a"
" secondary screen <customer_display/local>`, :ref:`remotely on another "
"device <customer_display/remote>`, or :ref:`another monitor connected to an "
"IoT Box <customer_display/iot>`."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18
msgid ""
"To activate the feature, go to the POS settings, scroll down to the "
":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer "
"Display` checkbox."
msgstr ""
"Para activar la función, vaya a los ajustes del PdV, busque la sección "
":guilabel:`Dispositivos conectados` y seleccione la casilla "
":guilabel:`Pantalla del cliente`."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
msgid "customer display setting checkbox"
msgstr "Casilla de la función Pantalla del cliente."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27
msgid "Local"
msgstr "Local"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29
msgid ""
"Connect a second screen to your POS and :ref:`open a POS session "
"<pos/session-start>`. Then, click :guilabel:`Customer Screen` to open a new "
"window to drag and drop onto the second screen."
msgstr ""
"Conecte una segunda pantalla a su PdV y :ref:`abra una sesión de PdV "
"<pos/session-start>`. Haga clic en :guilabel:`Pantalla del cliente` para "
"abrir una nueva ventana, deberá arrastrarla y soltarla en la segunda "
"pantalla."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35
msgid "Remote"
msgstr "Remoto"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37
msgid ""
"Access your database from another device (any computer, tablet, or "
"smartphone), go to the POS application, click the vertical ellipsis button "
"(:guilabel:`⋮`) on a POS card, and then :guilabel:`Customer Display` to open"
" the display remotely."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:42
msgid "The two devices are not required to share the same network."
msgstr ""
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47
msgid "IoT box"
msgstr "Caja IoT"
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49
msgid ""
"Connect an IoT box to your database and the second screen to the IoT box. "
"Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, "
"scroll down to the :guilabel:`Connected Devices` section, tick the "
":guilabel:`IoT Box` checkbox, and select the second monitor in the "
":guilabel:`Customer Display` field."
msgstr ""
"Conecte una caja IoT a su base de datos y la segunda pantalla a la caja IoT."
" Después, vaya a :menuselection:`Punto de Venta --> Configuración --> "
"Ajustes`, diríjase a la sección :guilabel:`Dispositivos conectados`, "
"seleccione la casilla :guilabel:`Caja IoT` y elija el segundo monitor en el "
"campo :guilabel:`Pantalla del cliente`."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1
msgid "iot setting to connect a customer display"
msgstr "Función de la caja IoT para conectar una pantalla del cliente."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:58
msgid "Both devices need to be connected to the same local network."
msgstr "Ambos dispositivos deben estar conectados a la misma red local."
#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61
msgid ":doc:`../../../general/iot/config/pos`"
msgstr ":doc:`../../../general/iot/config/pos`"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
msgid "Sales orders"
msgstr " Orden de venta"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
msgid ""
"When working in retail, you might need to order products directly from your "
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
" Sales, meaning that you can create a sales order and pay for it directly "
"from your point of sale."
msgstr ""
"Al trabajar en venta minorista, tal vez necesite ordenar productos "
"directamente desde su punto de venta. Por fortuna, la aplicación Punto de "
"venta de Odoo está totalmente integrada con la aplicación Ventas, lo que "
"significa que puede crear una orden de venta y pagarla directamente desde su"
" punto de venta."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
msgid "Select a sales order"
msgstr "Seleccionar una orden de venta"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
msgid ""
"From the **Point of Sale** application, open a new session. Then, click on "
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
"sales orders created on the sales application."
msgstr ""
"Desde la aplicación **Punto de venta**, abra una nueva sesión. "
"Posteriormente, haga clic en :guilabel:`Cotizaciones/Órdenes` para obtener "
"la lista completa de cotizaciones y órdenes de venta creadas en la "
"aplicación Ventas."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
msgid "Quotations and sales order button on the Point of Sale interface"
msgstr ""
"Botón de cotizaciones y órdenes de venta en la interfaz de Punto de venta"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
msgid ""
"To ease finding the right sales order, you can filter that list on the "
"**customer** or on the **order reference**. You can also set the customer "
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
"particular customer."
msgstr ""
"Para facilitar encontrar la orden de venta correcta, puede filtrarla lista "
"según el **cliente** o la **referencia de orden**. También puede establecer "
"el cliente antes de hacer clic en :guilabel:`Cotizaciones/Órdenes` para "
"reducir la lista a un cliente en particular."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
msgid "Apply a down payment or settle the order"
msgstr "Aplicar un adelanto o liquidar una orden"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
msgid "From the list of sales order, select one to make a payment."
msgstr "De la lista de órdenes de venta, seleccione una para hacer un pago."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
msgid "list view of sales orders and quotations"
msgstr "Vista de lista de órdenes de venta y cotizaciones"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
msgid "You can either:"
msgstr "Puede:"
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
msgid ""
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
"payment`, enter the percentage of down payment you want the customer to pay."
" Then, click on :guilabel:`ok` and proceed with the order."
msgstr ""
"Liquidar la orden **parcialmente**: después de hacer clic en "
":guilabel:`Aplicar un adelanto`, introduzca el porcentaje de adelanto que "
"desea cobrar al cliente. Posteriormente, haga clic en :guilabel:`De acuerdo`"
" y continúe con la orden."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
msgid ""
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
"pay for the total of the sales order."
msgstr ""
"Liquidar la orden **por completo**: haga clic en :guilabel:`Liquidar la "
"orden` para pagarel total de la orden de venta."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
msgid ""
"Once you settle a sales order, the applied down payment is automatically "
"deducted from the total amount."
msgstr ""
"Una vez que liquide una orden de venta, el adelanto aplicado se deduce de "
"forma automática del importe total."
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
msgstr ":doc:`/applications/sales/sales/invoicing/down_payment`"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
msgid "Serial numbers and lots"
msgstr "Números de serie y lotes"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
msgid ""
"Working with **serial numbers** and **lots** allows tracking your products' "
"movements. When products are tracked, the system identifies their location "
"based on their last movement."
msgstr ""
"Trabajar con **números de serie** y **lotes** le permite rastrear los "
"movimientos de sus productos. Cuando los productos se rastrean, el sistema "
"identifica su ubicación según su último movimiento."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
msgid ""
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
" Products`. Then, select a product and check the :guilabel:`Tracking By "
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
":guilabel:`Inventory` tab."
msgstr ""
"Para habilitar la trazabilidad, vaya a :menuselection:`Punto de venta --> "
"Productos --> Productos`. Posteriormente, seleccione un producto y marque la"
" casilla de :guilabel:`Rastreo por número de serie único` o la de "
":guilabel:`Rastreo por lotes` en la pestaña de :guilabel:`Inventario`."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
msgid "Enable traceability settings"
msgstr "Habilitar los ajustes de trazabilidad"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
msgid "Serial numbers and lots importation"
msgstr "Importación de números de serie y lotes"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
msgid ""
"You can import serial numbers in Point of Sale. To do so, select a **sales "
"order** or a **quotation** containing tracked products. Then, agree to load "
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
msgstr ""
"Puede importar números de serie en la aplicación Punto de venta. Para "
"hacerlo, seleccione una **orden de venta** o una **cotización** que "
"contenga productos a los que se les lleva seguimiento. Posteriormente, "
"acceda a cargar los **Números de lote o de serie** vinculados a la orden de "
"venta."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
msgid "Pop-up window for serial number import"
msgstr "Ventana emergente para importación de números de serie"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
msgid ""
"The imported tracking numbers appear below the tracked products. You can "
"modify them by clicking on the list-view button next to the products."
msgstr ""
"Los números de rastreo importados aparecen debajo de los productos "
"rastreados. Puede modificarlos al hacer clic en botón de vista de lista "
"junto a los productos."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
msgid ":doc:`../shop/sales_order`"
msgstr ":doc:`../shop/sales_order`"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
msgid "Serial numbers and lots creation"
msgstr "Creación de números de serie y lotes"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
msgid ""
"If a tracked product is available in your POS, adding the product to the "
"cart opens a pop-up window where you can type or scan the product's serial "
"or lot numbers. To add more than one of the same tracked products, click on "
"**enter** to validate and start a new line."
msgstr ""
"Si un producto rastreado está disponible en su PdV, agregarlo al carrito "
"abre una venta emergente en la que puede escribir o escanear el número de "
"serie o de lote del producto. Para agregar más de uno del mismo producto "
"rastreado, haga clic en **ingresar** para validar y empezar una nueva línea."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
msgid "adding new serial and lots numbers"
msgstr "Agregar nuevos números de serie y de lote"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
msgid ""
"Changing a tracked product's quantity using the numpad turns the list-view "
"button red. Click on it to add the missing lot and serial numbers."
msgstr ""
"Cambiar la cantidad de un producto rastreado mediante el teclado numérico "
"cambia el color del botón de lista de vista a rojo. Hacer clic en él agrega "
"los números de serie y de lote faltantes."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
msgid ""
":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
"products but not mandatory. Meaning that not attributing some or any does "
"**not** prevent from completing the sale."
msgstr ""
":guilabel:`Los números de lote y de serie` son :guilabel:`necesarios` en los"
" productos rastreados, pero no son obligatorios. Esto significa que el no "
"atribuir alguno o ninguno **no** inhabilita completar la venta."
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
msgid ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
msgstr ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
msgid ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
msgstr ""
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3
msgid "Ship later"
msgstr "Enviar después"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5
msgid ""
"The **Ship Later** feature allows you to sell products and schedule delivery"
" at a later date. It is useful, for example, when a product is out of stock "
"or so voluminous that it requires to be shipped, or if, for any reason, the "
"customer needs their order to be shipped later, etc."
msgstr ""
"La función **Enviar después** le permite vender productos y programar la "
"entrega en una fecha posterior. Es útil, por ejemplo, cuando un producto "
"está agotado o es tan voluminoso que ya necesita enviarlo, también en caso "
"de que por cualquier motivo, el cliente necesite recibir su orden después, "
"etc."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12
msgid ""
":ref:`Go to the POS settings <configuration/settings>`, scroll down to the "
":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`."
msgstr ""
":ref:`Vaya a los ajustes del PdV <configuration/settings>`, diríjase a la "
"sección :guilabel:`Inventario` y habilite :guilabel:`Permitir enviar "
"después`."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
msgid "settings to enable and configure the ship later feature"
msgstr "Ajustes para habilitar y configurar la función Enviar después."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19
msgid "Once activated, you can:"
msgstr "Una vez que haya habilitado esta función podrá:"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21
msgid ""
"Choose the location from where the products are shipped by selecting a "
":guilabel:`Warehouse`."
msgstr ""
"Seleccionar un :guilabel:`almacén` para elegir la ubicación desde donde se "
"enviarán los productos."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22
msgid ""
"Define a :guilabel:`Specific route`, or leave this field empty to use the "
"default route."
msgstr ""
"Definir una :guilabel:`ruta específica` o dejar ese campo vacío para usar la"
" ruta predeterminada."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23
msgid ""
"Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as "
"possible` if the products can be delivered separately or :guilabel:`When all"
" products are ready` to ship all the products at once."
msgstr ""
"Defina la :guilabel:`Política de envío`. Si los productos pueden entregarse "
"por separado seleccione :guilabel:`Lo antes posible` o :guilabel:`Cuando "
"todos los productos estén listos` si desea enviar todos los productos al "
"mismo tiempo."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28
msgid ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29
msgid ""
":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`"
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34
msgid ":ref:`Open a session <pos/session-start>` and make a sale."
msgstr ":ref:`Abrir una sesión <pos/session-start>` y realizar una venta."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35
msgid ""
"On the payment screen, set a customer and select :guilabel:`Ship Later`."
msgstr ""
"Seleccione un cliente en la pantalla de pago y seleccione :guilabel:`Enviar "
"después`."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36
msgid ""
"On the popup window, set a shipping date and click :guilabel:`Confirm` to "
"proceed to payment."
msgstr ""
"En la ventana emergente, establezca una fecha de envío y haga clic en "
":guilabel:`Confirmar` para ir a la pantalla de pago."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1
msgid "selecting ship later at checkout."
msgstr "Seleccionar enviar después al pagar."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42
msgid ""
"The system instantly creates a delivery order from the warehouse to the "
"shipping address."
msgstr ""
"De forma instantánea, el sistema crea una orden de entrega del almacén a la "
"dirección de envío."
#: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45
msgid ""
"The selected customer must have referenced an address in the system for "
"products to be shipped."
msgstr ""
"El cliente seleccionado debe tener una dirección establecida para poder "
"enviar los productos."
#: ../../content/applications/sales/rental.rst:3
msgid "Rental"
msgstr "Alquiler"
#: ../../content/applications/sales/rental.rst:5
msgid ""
"The Odoo *Rental* application provides comprehensive solutions to configure "
"and manage rentals."
msgstr ""
"La aplicación *Alquiler* de Odoo ofrece soluciones muy completas para "
"configurar y gestionar alquileres."
#: ../../content/applications/sales/rental.rst:7
msgid ""
"Send quotations, confirm orders, schedule rentals, register products when "
"they are picked up and returned, and invoice customers from this single "
"platform."
msgstr ""
"Puede enviar cotizaciones, confirmar órdenes, programar alquileres, "
"registrar cuándo se recogen o devuelven los productos y facturar a los "
"clientes desde una sola plataforma."
#: ../../content/applications/sales/rental.rst:11
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
msgstr ""
"`Alquiler de Odoo: página de producto <https://www.odoo.com/app/rental>`_"
#: ../../content/applications/sales/rental.rst:12
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
msgstr ""
"`Tutoriales de Odoo: Alquiler <https://www.odoo.com/slides/rental-48>`_"
#: ../../content/applications/sales/rental.rst:17
msgid "Dashboard"
msgstr "Tablero"
#: ../../content/applications/sales/rental.rst:19
msgid ""
"Upon opening the *Rental* application, the :guilabel:`Rental Orders` "
"dashboard is revealed."
msgstr ""
"Al abrir la aplicación *Alquiler* aparece el tablero con las "
":guilabel:`órdenes de alquiler`."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"Example of the Rental Orders dashboard available in the Odoo Rental "
"application."
msgstr ""
"Ejemplo del tablero con las órdenes de alquiler disponible en la aplicación "
"Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:25
msgid ""
"In the default kanban view, all rentals are visible. Each rental card "
"displays the customer name, the price of the rental, the related sales order"
" number, along with the status of the rental."
msgstr ""
"Todos los alquileres aparecen en la vista de kanban predeterminada y cada "
"tarjeta muestra el nombre del cliente, el precio del alquiler, el número de "
"la orden de venta relacionada y su estado."
#: ../../content/applications/sales/rental.rst:29
msgid ""
"Rental kanban cards that do **not** display a rental status means those "
"rentals have confirmed quotations, but have not been picked up yet."
msgstr ""
"Las tarjetas de alquiler en el kanban que **no** muestran un estado de "
"alquiler indican que estos alquileres tienen cotizaciones confirmadas, pero "
"que aún no los recogen."
#: ../../content/applications/sales/rental.rst:32
msgid ""
"On the left sidebar, the :guilabel:`Rental Status` for each rental can be "
"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is "
"accessible. Clicking any option in the left sidebar filters the displayed "
"rentals on the dashboard."
msgstr ""
"En la barra lateral izquierda se encuentra el :guilabel:`estado del "
"alquiler` de cada uno y abajo se puede consultar su :guilabel:`estado de la "
"factura`. Al hacer clic en cualquier opción en la barra lateral izquierda se"
" filtran los alquileres que aparecen en el tablero."
#: ../../content/applications/sales/rental.rst:37
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17
msgid "Settings"
msgstr "Ajustes"
#: ../../content/applications/sales/rental.rst:39
msgid ""
"To configure additional rental delay costs, availability of rental items, or"
" minimum time of rental, navigate to :menuselection:`Rental app --> "
"Configuration --> Settings`."
msgstr ""
"Vaya a :menuselection:`Alquiler --> Configuración --> Ajustes` para "
"configurar costos adicionales por retrasos, la disponibilidad de los "
"artículos o el tiempo mínimo de alquiler."
#: ../../content/applications/sales/rental.rst-1
#: ../../content/applications/sales/rental.rst-1
msgid "How the Settings page appears in the Odoo Rental application."
msgstr ""
"Visualización de la apariencia de la página de ajustes en la aplicación "
"Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:46
msgid ""
"In the :guilabel:`Rental` section, there are options to configure "
":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There "
"is also the option to activate :guilabel:`Rental Transfers` and "
":guilabel:`Digital Documents`."
msgstr ""
"En la sección :guilabel:`Alquiler` están presentes las opciones para "
"configurar los :guilabel:`costos predeterminados por retraso` y el "
":guilabel:`tiempo predeterminado de espera`. También existe la opción de "
"activar las :guilabel:`transferencias de alquiler` y los "
":guilabel:`documentos digitales`."
#: ../../content/applications/sales/rental.rst:50
msgid ":guilabel:`Default Delay Costs` are additional costs for late returns."
msgstr ""
"Los :guilabel:`costos predeterminados por retraso` son costos adicionales "
"por realizar devoluciones tardías."
#: ../../content/applications/sales/rental.rst:51
msgid ""
":guilabel:`Default Padding Time` represents the minimum amount of time "
"between two rentals."
msgstr ""
"El :guilabel:`tiempo predeterminado de espera` representa el tiempo mínimo "
"que debe pasar entre dos alquileres."
#: ../../content/applications/sales/rental.rst:52
msgid ""
":guilabel:`Rental Transfers` means stock deliveries and receipts can be used"
" for rental orders."
msgstr ""
"Las :guilabel:`transferencias de alquiler` indican que las entregas y "
"recepciones de existencias se pueden utilizar para las órdenes de alquiler."
#: ../../content/applications/sales/rental.rst:54
msgid ""
":guilabel:`Digital Documents` allows users to upload documents for customers"
" to sign prior to"
msgstr ""
"Los :guilabel:`documentos digitales` permiten que los usuarios suban "
"documentos para que los clientes los firmen antes de"
#: ../../content/applications/sales/rental.rst:54
msgid "confirming their rental."
msgstr "confirmar su alquiler."
#: ../../content/applications/sales/rental.rst:56
msgid ""
"In the :guilabel:`Rent Online` section, there are options to configure a "
":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability "
"days`, or days during which pickup and return are not possible."
msgstr ""
"En la sección :guilabel:`Alquilar en línea` están presentes las opciones "
"para configurar un :guilabel:`periodo mínimo de alquiler` y designar los "
":guilabel:`días sin disponibilidad`, es decir, los días durante los cuales "
"no es posible recolectar ni devolver productos."
#: ../../content/applications/sales/rental.rst:61
msgid "Rental products"
msgstr "Productos para alquiler"
#: ../../content/applications/sales/rental.rst:63
msgid ""
"To view all products that can rented in the database, navigate to "
":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be"
" Rented` search filter appears in the search bar."
msgstr ""
"Vaya a la aplicación :menuselection:`Alquiler --> Productos` para visualizar"
" todos los productos en la base de datos que se pueden alquilar. El filtro "
":guilabel:`Se puede rentar` aparece de forma predeterminada en la barra de "
"búsqueda."
#: ../../content/applications/sales/rental.rst:66
msgid ""
"Each product kanban card displays that product's name, rental price, and "
"product image (if applicable)."
msgstr ""
"Cada tarjeta kanban de producto muestra el nombre del producto, el precio de"
" alquiler y la imagen del producto (en caso de que tenga una)."
#: ../../content/applications/sales/rental.rst:70
msgid "Rental pricing"
msgstr "Precios de alquiler"
#: ../../content/applications/sales/rental.rst:72
msgid ""
"To adjust the rental pricing on a product, go to the :guilabel:`Products` "
"page in the *Rental* app, then select the desired product or click "
":guilabel:`New` to create a new product from scratch."
msgstr ""
"Para ajustar el precio de alquiler de un producto vaya a la página "
":guilabel:`Productos` en la aplicación *Alquiler* y luego seleccione el "
"producto correspondiente o haga clic en :guilabel:`Nuevo` para crear uno."
#: ../../content/applications/sales/rental.rst:75
msgid ""
"On the product form, ensure the :guilabel:`Can be Rented` checkbox is "
"ticked. Then, open the :guilabel:`Rental prices` tab."
msgstr ""
"Asegúrese de que la casilla :guilabel:`Se puede rentar` esté seleccionada en"
" el formulario del producto y luego abra la pestaña :guilabel:`Precios de "
"alquiler`."
#: ../../content/applications/sales/rental.rst:83
msgid ""
"If creating a rental product outside of the *Rental* app, just ensure the "
":guilabel:`Can be Rented` checkbox is ticked on the product form. By "
"default, this checkbox is ticked whenever a product is created directly in "
"the *Rental* application."
msgstr ""
"Si crea un producto de este tipo fuera de la aplicación *Alquiler* solo "
"asegúrese de que la casilla :guilabel:`Se puede rentar` esté seleccionada en"
" el formulario correspondiente. Esta casilla está seleccionada de forma "
"predeterminada cuando crea un producto desde la aplicación *Alquiler*."
#: ../../content/applications/sales/rental.rst:90
msgid ""
"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, "
"designate custom rental prices and rental periods for the product."
msgstr ""
"Establezca precios y periodos de alquiler personalizados para el producto en"
" la sección :guilabel:`Precios` de la pestaña :guilabel:`Precios de "
"alquiler`."
#: ../../content/applications/sales/rental.rst:93
msgid ""
"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a "
"*pricing period* (:dfn:`the unit of duration of the rental`) in the "
":guilabel:`Period` column, or create a new pricing period by typing in the "
"name and clicking :guilabel:`Create`."
msgstr ""
"Para agregar los precios de un alquiler haga clic en :guilabel:`Agregar un "
"precio`. Luego, elija un *periodo de precios* (:dfn:`la unidad de duración "
"del alquiler`) en la columna :guilabel:`Periodo` o cree uno nuevo, para esto"
" debe escribir el nombre correspondiente y hacer clic en :guilabel:`Crear`."
#: ../../content/applications/sales/rental.rst:97
msgid ""
"Next, decide whether or not to apply this custom rental price to a specific "
":guilabel:`Pricelist`."
msgstr ""
"Decida si desea aplicar este precio de alquiler personalizado a una "
":guilabel:`lista de precios` específica."
#: ../../content/applications/sales/rental.rst:99
msgid ""
"Lastly, enter the desired :guilabel:`Price` for that specific "
":guilabel:`Period`."
msgstr ""
"Por último, escriba el :guilabel:`precio` deseado para ese "
":guilabel:`periodo` específico."
#: ../../content/applications/sales/rental.rst:102
msgid ""
"There is no limit to how many pricing lines can be added. Multiple pricing "
"options for rental products are typically used to give discounts for "
"customers who agree to longer rental durations."
msgstr ""
"No hay límite en la cantidad de líneas de precios que puede agregar. Por lo "
"general se usan varias opciones de precios para productos de alquiler con la"
" finalidad de ofrecer descuentos a los clientes que alquilan durante más "
"tiempo."
#: ../../content/applications/sales/rental.rst:105
msgid ""
"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, "
"and that row is deleted."
msgstr ""
"Para eliminar cualquier opción de precio de alquiler haga clic en el icono "
"de :guilabel:`🗑️ (papelera)` y esa fila se borrará."
#: ../../content/applications/sales/rental.rst:109
msgid "Reservations"
msgstr "Reservas"
#: ../../content/applications/sales/rental.rst:111
msgid ""
"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` "
"tab, there is the option to configure additional fines for any "
":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to "
"return a rental."
msgstr ""
"En la sección :guilabel:`Reservaciones` de la pestaña :guilabel:`Precios de "
"alquiler` hay una opción para configurar multas adicionales por cada "
":guilabel:`hora` o :guilabel:`día adicional` que el cliente tarde en "
"devolver un alquiler."
#: ../../content/applications/sales/rental.rst:115
msgid ""
"There is also the option to set a :guilabel:`Security Time`, expressed in "
"hours, to make the rental product temporarily unavailable between two rental"
" orders. Such a feature may prove useful if maintenance or cleaning is "
"required between rentals."
msgstr ""
"También está disponible la opción de :guilabel:`tiempo de seguridad` "
"representada con horas. Esta opción hace que el producto no esté disponible "
"durante cierto tiempo entre dos órdenes de alquiler y puede ser útil si es "
"necesario proporcionar mantenimiento o limpieza."
#: ../../content/applications/sales/rental.rst:120
msgid "Price computing"
msgstr "Cálculo de precios"
#: ../../content/applications/sales/rental.rst:122
msgid ""
"Odoo always uses two rules to compute the price of a product when a rental "
"order is created:"
msgstr ""
"Odoo siempre usa dos reglas para calcular el precio de un producto cuando "
"crea una orden de alquiler:"
#: ../../content/applications/sales/rental.rst:124
msgid "Only one price line is used."
msgstr "Solo se utiliza una línea de precio."
#: ../../content/applications/sales/rental.rst:125
msgid "The cheapest line is selected."
msgstr "Se selecciona la línea más barata."
#: ../../content/applications/sales/rental.rst:128
msgid "Consider the following rental pricing configuration for a product:"
msgstr ""
"Considere la siguiente configuración de precio de alquiler para un producto:"
#: ../../content/applications/sales/rental.rst:130
msgid "1 day: $100"
msgstr "1 día: $100"
#: ../../content/applications/sales/rental.rst:131
msgid "3 days: $250"
msgstr "3 días: $250"
#: ../../content/applications/sales/rental.rst:132
msgid "1 week: $500"
msgstr "1 semana: $500"
#: ../../content/applications/sales/rental.rst:134
msgid ""
"A customer wants to rent this product for eight days. What price will they "
"pay?"
msgstr ""
"Un cliente desea rentar este producto por ocho días. ¿Qué precio pagará?"
#: ../../content/applications/sales/rental.rst:136
msgid ""
"After an order is created, Odoo selects the second line as this is the "
"cheapest option. The customer has to pay three times '3 days' to cover the "
"rental's eight days, for a total of $750."
msgstr ""
"Después de que se crea una orden, Odoo selecciona la segunda línea porque es"
" la opción más barata. El cliente tiene que pagar '3 días' tres veces para "
"cubrir los ocho días del alquiler, lo que da como resultado $750."
#: ../../content/applications/sales/rental.rst:142
msgid "Rental orders"
msgstr "Órdenes de alquiler"
#: ../../content/applications/sales/rental.rst:144
msgid ""
"To create a rental order in the *Rental* app, navigate to "
":menuselection:`Rental app --> Orders --> Orders`, and click "
":guilabel:`New`. Doing so reveals a blank rental order form to be filled in "
"accordingly."
msgstr ""
"Para crear una orden de este tipo en la aplicación *Alquiler*, vaya a "
":menuselection:`Alquiler --> Órdenes --> Órdenes` y haga clic en "
":guilabel:`Nuevo`. Esta acción abrirá un formulario vacío para una orden de "
"alquiler que deberá completar."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"Sample of a filled out rental order available in the Odoo Rental "
"application."
msgstr ""
"Ejemplo de una orden de alquiler completado disponible en la aplicación "
"Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:152
msgid ""
"Start by adding a :guilabel:`Customer`, then configure the desired duration "
"of the rental in the :guilabel:`Rental period` field."
msgstr ""
"Primero agregue un :guilabel:`cliente` y luego configure la duración deseada"
" del alquiler en el campo :guilabel:`Periodo de alquiler`."
#: ../../content/applications/sales/rental.rst:155
msgid ""
"To adjust the rental duration, click the first date in the :guilabel:`Rental"
" period` field, and select the range of dates to represent the rental "
"duration from the pop-up calendar form that appears."
msgstr ""
"Para ajustar la duración del alquiler haga clic en la primera fecha en el "
"campo :guilabel:`Periodo de alquiler` y seleccione el rango de fechas que "
"corresponde a la duración del alquiler en el formulario de calendario "
"emergente."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"Sample of a rental period calendar pop-up window in the Odoo Rental "
"application."
msgstr ""
"Ejemplo de una ventana de calendario emergente para un periodo de alquiler "
"en la aplicación Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:163
msgid ""
"Once complete, click :guilabel:`Apply` in the calendar pop-up form. "
"Following that, the pop-up form disappears, and the designated time period "
"of the rental is represented in the :guilabel:`Duration` field."
msgstr ""
"Una vez que haya completado el paso anterior haga clic en "
":guilabel:`Aplicar` en el formulario de calendario emergente. Después de "
"eso, el formulario desaparecerá y el periodo de tiempo que seleccionó para "
"el alquiler aparecerá en el campo :guilabel:`Duración`."
#: ../../content/applications/sales/rental.rst:167
msgid ""
"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking "
":guilabel:`Add a product`, and selecting the desired rental product to add "
"to the form."
msgstr ""
"Ahora agregue un producto de alquiler en la pestaña :guilabel:`Líneas de la "
"orden`. Haga clic en :guilabel:`Agregar un producto` y seleccione el "
"producto de alquiler que desea agregar al formulario."
#: ../../content/applications/sales/rental.rst:171
msgid ""
"If a rental product is added *before* the :guilabel:`Rental period` field "
"has been properly configured, the user can *still* adjust the "
":guilabel:`Rental period` field accordingly."
msgstr ""
"Si se agrega un producto de alquiler *antes* de configurar el campo "
":guilabel:`Periodo de alquiler` correctamente, el usuario *todavía* puede "
"ajustar este campo según sea necesario."
#: ../../content/applications/sales/rental.rst:174
msgid ""
"Simply select the desired range of dates to represent the duration of the "
"rental, then click :guilabel:`Update Rental Prices` in the "
":guilabel:`Duration` field."
msgstr ""
"Solo seleccione el rango de fechas correspondiente a la duración del "
"alquiler y luego haga clic en :guilabel:`Actualizar precios de alquiler` en "
"el campo :guilabel:`Duración`."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The update rental prices option that appears in the Odoo Rental application."
msgstr ""
"La opción Actualizar precios de alquiler que aparece en la aplicación "
"Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:181
msgid ""
"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is "
"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price "
"accordingly."
msgstr ""
"Después de realizar esta acción aparecerá una ventana emergente de "
":guilabel:`confirmación`. Si todo está correcto, haga clic en :guilabel:`De "
"acuerdo` y Odoo volverá a calcular el precio del alquiler como corresponde."
#: ../../content/applications/sales/rental.rst:184
msgid ""
"Once all the information has been entered correctly on the rental order "
"form, click the :guilabel:`Send by Email` button to send the quotation to "
"the customer, or click the :guilabel:`Confirm` button to confirm the order."
msgstr ""
"Una vez que haya ingresado toda la información en el formulario de la orden "
"de alquiler haga clic en el botón :guilabel:`Enviar por correo electrónico` "
"para enviar la cotización al cliente o en el botón :guilabel:`Confirmar` "
"para confirmar la orden."
#: ../../content/applications/sales/rental.rst:189
msgid "Customer signature"
msgstr "Firma del cliente"
#: ../../content/applications/sales/rental.rst:191
msgid ""
"Upon confirming a rental order, the :guilabel:`Sign Documents` button "
"appears. This gives the ability to request the customer sign a rental "
"agreement, outlining the arrangement between the company and customer, "
"*before* they pick up the rental product(s)."
msgstr ""
"El botón :guilabel:`Firmar documentos` aparecerá al confirmar una orden de "
"alquiler. Esto ofrece la posibilidad de solicitarle al cliente que firme un "
"contrato de alquiler con los detalles del acuerdo entre la empresa y el "
"cliente *antes* de que recojan vayan por sus productos de alquiler."
#: ../../content/applications/sales/rental.rst:195
msgid ""
"Such documents can ensure everything is returned on-time and in its original"
" condition."
msgstr ""
"Estos documentos pueden garantizar que todo se devolverá a tiempo y en su "
"estado original."
#: ../../content/applications/sales/rental.rst:198
msgid ""
"The :guilabel:`Sign Documents` button/option **only** appears if the "
":guilabel:`Digital Documents` feature has been activated in the *Rental* "
"application settings. To do so, navigate to :menuselection:`Rental app --> "
"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and "
"click :guilabel:`Save`."
msgstr ""
"El botón o la opción :guilabel:`Firmar documentos` **solo** aparecerá si la "
"función :guilabel:`Documentos digitales` está habilitada en los ajustes de "
"la aplicación *Alquiler*. Para hacerlo, vaya a :menuselection:`Alquiler --> "
"Configuración --> Ajustes`, active :guilabel:`Documentos digitales` y haga "
"clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/rental.rst:204
msgid ""
"This feature also requires the :doc:`Sign <../productivity/sign>` app. If "
"necessary, Odoo automatically installs it after activating the "
":guilabel:`Digital Documents` setting."
msgstr ""
"Esta función también necesita de la aplicación :doc:`Firma electrónica "
"<../productivity/sign>`. Si es necesario, Odoo la instalará de forma "
"automática después de activar la función :guilabel:`Documentos digitales`."
#: ../../content/applications/sales/rental.rst:207
msgid ""
"To request a customer signature on a rental agreement, select a confirmed "
"rental order, and click the :guilabel:`Sign Documents` button to reveal a "
":guilabel:`Sign Documents` pop-up window."
msgstr ""
"Para solicitar la firma del cliente en un contrato de alquiler, seleccione "
"una orden de alquiler confirmada y haga clic en el botón :guilabel:`Firmar "
"documentos`. Esta acción abrirá la ventana emergente :guilabel:`Firmar "
"documentos`."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The Sign Documents pop-up window that appears in the Odoo Rental "
"application."
msgstr ""
"La ventana emergente Firmar documentos que aparece en la aplicación Alquiler"
" de Odoo."
#: ../../content/applications/sales/rental.rst:214
msgid ""
"From here, select the desired document from the :guilabel:`Document "
"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a "
":guilabel:`New Signature Request` pop-up window."
msgstr ""
"Desde allí seleccione el documento deseado en el campo :guilabel:`Plantilla "
"de documento`. Haga clic en :guilabel:`Firmar documento` para abrir una "
"ventana emergente de :guilabel:`Nueva solicitud de firma`."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The New Signature Request pop-up window that appears in the Odoo Rental "
"application."
msgstr ""
"La ventana emergente Nueva solicitud de firma que aparece en la aplicación "
"Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:221
msgid ""
"Upon confirming the information in the :guilabel:`New Signature Request` "
"pop-up form, click :guilabel:`Sign Now` to initiate the signing process."
msgstr ""
"Luego de confirmar la información en el formulario de :guilabel:`Nueva "
"solicitud de firma`, haga clic en :guilabel:`Firmar ahora` para iniciar el "
"proceso de firma."
#: ../../content/applications/sales/rental.rst:224
msgid ""
"A separate page is then revealed, showcasing the document to be signed, "
"which is accessible to the customer via the customer portal."
msgstr ""
"Aparecerá una página separada con el documento a firmar. El cliente puede "
"acceder a ella a través de su portal."
#: ../../content/applications/sales/rental.rst:227
msgid ""
"Odoo guides the customer through the signing process with clear, clickable "
"indicators, and allows them to create electronic signatures to quickly "
"complete the form."
msgstr ""
"Odoo guía a los clientes a través del proceso de firma con indicadores "
"claros en los que puede hacer clic y les permite crear firmas electrónicas "
"para completar el formulario con rapidez."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The adopt your signature pop-up window that appears in the Odoo Rental "
"application."
msgstr ""
"La ventana emergente Adoptar su firma que aparece en la aplicación Alquiler "
"de Odoo."
#: ../../content/applications/sales/rental.rst:234
msgid ""
"Once the document has been signed and completed, click the "
":guilabel:`Validate & Send Completed Document` button at the bottom of the "
"document."
msgstr ""
"Una vez que el documento esté firmado y completado, haga clic en el botón "
":guilabel:`Validar y enviar el documento completado` que se encuentra "
"ubicado en la parte inferior."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The validate and send completed document button in the Odoo Rental "
"application."
msgstr ""
"El botón Validar y enviar el documento completado en la aplicación Alquiler "
"de Odoo."
#: ../../content/applications/sales/rental.rst:241
msgid ""
"Upon clicking the :guilabel:`Validate & Send Completed Document` button, "
"Odoo presents the option to download the signed document for record-keeping "
"purposes, if necessary."
msgstr ""
"Al hacer clic en el botón :guilabel:`Validar y enviar el documento "
"completado`, Odoo proporciona la opción de descargar el documento firmado "
"para propósitos de almacenamiento, en caso de que sea necesario."
#: ../../content/applications/sales/rental.rst:245
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
msgstr ""
"`Tutoriales de Odoo: Firma electrónica "
"<https://www.odoo.com/slides/sign-61>`_"
#: ../../content/applications/sales/rental.rst:250
msgid "Pickup products"
msgstr "Recolección de productos"
#: ../../content/applications/sales/rental.rst:252
msgid ""
"When a customer picks up the product(s), navigate to the appropriate rental "
"order, click the :guilabel:`Pickup` button, and then click "
":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that "
"appears."
msgstr ""
"Vaya a la orden de alquiler correspondiente cuando un cliente vaya por los "
"productos, haga clic en el botón :guilabel:`Recolección` y luego en "
":guilabel:`Validar` en el formulario emergente :guilabel:`Validar una "
"recolección`."
#: ../../content/applications/sales/rental.rst:256
msgid ""
"Doing so places a :guilabel:`Picked-up` status banner on the rental order."
msgstr ""
"Esto hará que aparezca un mensaje con el estado :guilabel:`Recolección` en "
"la orden de alquiler."
#: ../../content/applications/sales/rental.rst:259
msgid "Return products"
msgstr "Devolución de productos"
#: ../../content/applications/sales/rental.rst:261
msgid ""
"When a customer returns the product(s), navigate to the appropriate rental "
"order, click the :guilabel:`Return` button, and validate the return by "
"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up "
"form that appears."
msgstr ""
"Cuando un cliente devuelva los productos vaya a la orden de alquiler "
"correspondiente, haga clic en el botón :guilabel:`Devolver` y valide la "
"devolución. Haga clic en :guilabel:`Validar` en la ventana emergente "
":guilabel:`Validar una devolución`."
#: ../../content/applications/sales/rental.rst:265
msgid ""
"Doing so places a :guilabel:`Returned` status banner on the rental order."
msgstr ""
"Esto hará que aparezca un mensaje con el estado :guilabel:`Devuelto` en la "
"orden de alquiler."
#: ../../content/applications/sales/rental.rst:268
msgid "Print pickup and return receipts"
msgstr "Imprimir recibos de recolección y devolución"
#: ../../content/applications/sales/rental.rst:270
msgid ""
"Pickup and return receipts can be printed for customers when they pick up "
"and/or return rental products."
msgstr ""
"Es posible imprimir recibos de recolección y devolución para los clientes al"
" momento de que vayan a recolectar o devolver los productos que alquilaron."
#: ../../content/applications/sales/rental.rst:273
msgid ""
"To print pickup and/or return receipts, navigate to the appropriate rental "
"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu."
msgstr ""
"Para imprimir recibos de recolección o devolución vaya a la orden de "
"alquiler correspondiente y haga clic en el icono :guilabel:`⚙️ (engranaje)` "
"para abrir un menú desplegable."
#: ../../content/applications/sales/rental.rst-1
msgid ""
"The pickup and return receipt print option in the Odoo Rental application."
msgstr ""
"La opción de impresión del recibo de recolección y devolución en la "
"aplicación Alquiler de Odoo."
#: ../../content/applications/sales/rental.rst:280
msgid ""
"From this drop-down menu, hover over the :guilabel:`Print` option to reveal "
"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`."
msgstr ""
"En este menú desplegable coloque el cursor sobre la opción "
":guilabel:`Imprimir` para abrir otro menú y luego seleccione "
":guilabel:`Recibo de recolección y devolución`."
#: ../../content/applications/sales/rental.rst:283
msgid ""
"Odoo generates and downloads a PDF, detailing all information about the "
"current status of the rented item(s)."
msgstr ""
"Odoo genera y descarga un PDF que incluye toda la información detallada "
"sobre el estado actual de los elementos alquilados."
#: ../../content/applications/sales/sales.rst:10
msgid ""
"**Odoo Sales** is the application to run your sales process (from quotation "
"to sales order) and deliver and invoice what has been sold."
msgstr ""
"La aplicación **Ventas de Odoo** es la que ejecuta su proceso de ventas "
"(desde la cotización hasta la orden de venta) y entrega y factura lo que se "
"vendió."
#: ../../content/applications/sales/sales.rst:14
msgid ""
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
msgstr ""
"`Tutoriales de Odoo: tutoriales de Ventas "
"<https://www.odoo.com/slides/sales-17>`_"
#: ../../content/applications/sales/sales/amazon_connector.rst:5
msgid "Amazon Connector"
msgstr "Conector de Amazon"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
msgid "Amazon Connector features"
msgstr "Funciones del Conector de Amazon"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
msgid ""
"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which "
"considerably reduces the amount of time spent manually entering Amazon "
"orders (from the Amazon Seller account) into Odoo. It also allows users to "
"accurately keep track of Amazon sales in Odoo."
msgstr ""
"El *Conector de Amazon* sincroniza órdenes entre Amazon y Odoo. Es una "
"herramienta muy útil, pues reduce bastante el tiempo que se utiliza para "
"ingresar de forma manual los pedidos de Amazon (desde la cuenta de vendedor "
"de Amazon) en Odoo. También permite que los usuarios lleven un seguimiento "
"preciso de las ventas de Amazon en Odoo."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
msgid "Supported features"
msgstr "Funciones compatibles"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
msgid "The Amazon Connector is able to:"
msgstr "El Conector de Amazon puede:"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
msgid ""
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and "
"their order items, which include:"
msgstr ""
"Sincronizar (de Amazon a Odoo) todas las órdenes confirmadas (tanto FBA como"
" FBM) con sus respectivos artículos y la información correspondiente:"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
msgid "product name, description, and quantity"
msgstr "El nombre, descripción y cantidad del producto."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
msgid "shipping costs for the product"
msgstr "Los costos de envío del producto."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
msgid "gift wrapping charges"
msgstr "Los cargos por envoltura de regalo."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
msgid ""
"Create any missing partner related to an order in Odoo (contact types "
"supported: contact and delivery address)."
msgstr ""
"Crear cualquier usuario que haga falta relacionado con una orden en Odoo "
"(tipos de contacto compatibles: contacto y dirección de entrega)."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:24
msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid."
msgstr ""
"Notificar a Amazon con respecto a un envío confirmado en Odoo (FBM) con el "
"fin de cobrar."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
msgid ""
"Synchronize (Odoo to Amazon) all available quantities of your products "
"(FBM)."
msgstr ""
"Sincronizar (Odoo a Amazon) todas las cantidades disponibles de sus "
"productos (FBM)."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:28
msgid "Support multiple seller accounts."
msgstr "Tener varias cuentas de vendedor."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:30
msgid "Support multiple marketplaces per seller account."
msgstr "Tener varios Marketplace por cuenta de vendedor."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:32
msgid ""
"The following table lists capabilities provided by Odoo when using the "
"Amazon Connector:"
msgstr ""
"La siguiente tabla incluye algunas de las funciones que proporciona Odoo al "
"hacer uso del Conector de Amazon:"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
msgid "Fulfilled By Amazon (FBA)"
msgstr "Por Amazon (FBA)"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
msgid "Fulfilled By Merchant (FBM)"
msgstr "Por el vendedor (FBM)"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "**Orders**"
msgstr "**Órdenes**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "Synchronize shipped and cancelled orders."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
msgid "Synchronize unshipped and cancelled orders."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid "**Shipping**"
msgstr "**Envío**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid ""
"Shipping cost is computed by Amazon, and included in the synchronized order."
msgstr ""
"Amazon calcula el costo de envío, este se incluye en la orden sincronizada."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
msgid ""
"Shipping cost is computed by Amazon and included in the synchronized orders."
msgstr ""
"Amazon calcula el costo de envío, este se incluye en las órdenes "
"sincronizadas."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:44
msgid "Shipping done by Amazon."
msgstr "Amazon se encarga del envío."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:44
msgid ""
"A delivery order is automatically created in Odoo for each new order. Once "
"it has been processed in Odoo, the status is then synchronized in Amazon."
msgstr ""
"Se crea una orden de entrega en Odoo de forma automática para cada orden "
"nueva. Una vez que se haya procesado en Odoo, el estado se sincroniza en "
"Amazon."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
msgid "**Gift Wrapping**"
msgstr "**Envoltura de regalo**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
msgid "Handled by Amazon."
msgstr "Amazon se encarga de esta acción."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:50
msgid ""
"Cost is computed by Amazon, and included in the synchronized order. Gift "
"message is added on a line of the order and on the delivery order. Then it "
"is up to the user."
msgstr ""
"Amazon calcula el costo y lo incluye en la orden a sincronizar. El mensaje "
"de regalo se agrega a una línea de la orden y en la orden de entrega. Luego,"
" depende del usuario."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
msgid "**Stock Management**"
msgstr "**Gestión de existencias**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
msgid ""
"Managed by Amazon, and synchronized with a virtual location to follow it in "
"Odoo."
msgstr ""
"Amazon gestiona esta acción y se sincroniza con una ubicación virtual para "
"llevar seguimiento en Odoo."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:56
msgid "Managed in Odoo Inventory app, and synchronized with Amazon."
msgstr ""
"Odoo gestiona esto con la aplicación Inventario y se sincroniza con Amazon."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
msgid "**Delivery Notifications**"
msgstr "**Notificaciones de entrega**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:61
msgid "Send by Amazon, based on delivery status synchronized from Odoo."
msgstr ""
"Amazon hace el envío según el estado de entrega sincronizado desde Odoo."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20
msgid ""
"The stock synchronization does **not** currently support selling the same "
"product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled "
"By Amazon)`."
msgstr ""
"La sincronización de existencias **no** es compatible para vender el mismo "
"producto que :abbr:`FBM (Logística del comerciante)` *and* :abbr:`FBA "
"(Logística de Amazon)`."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:69
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:23
msgid ""
"At times, when stock is sent for all products, it triggers a stock problem "
"with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By "
"Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`."
msgstr ""
"A veces, cuando las existencias se envían para todos los productos, se "
"activa un problema de inventario con Amazon, donde Amazon piensa que el "
"producto :abbr:`FBM (logística del comerciante)` tiene cantidades en "
":abbr:`FBM (logística del comerciante)`."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:73
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:27
msgid ""
"As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, "
"instead of taking from their own warehouse. Odoo developers are currently "
"working on resolving this issue to avoid future discrepancies."
msgstr ""
"Como resultado, Amazon lo vende como :abbr:`FBM (logística del "
"comerciante)`, en lugar de tomar existencias de su propio almacén. Los "
"desarrolladores de Odoo están trabajando para resolver este problema y así "
"evitar discrepancias futuras."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:78
msgid ""
"The Amazon Connector is designed to synchronize the data of sales orders. "
"Other actions, such as downloading monthly fees reports, handling disputes, "
"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as"
" usual."
msgstr ""
"El Conector de Amazon está diseñado para sincronizar los datos de las "
"órdenes. Otras acciones, como descargar reportes de cuotas mensuales, "
"gestionar disputas o emitir reembolsos, se **deben** gestionar desde la "
"*Seller Central* de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:83
msgid ""
"As of February 19, 2024, in North American marketplaces, :abbr:`FBA "
"(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not "
"get the customer's name passed onto the sales/delivery order in Odoo. This "
"is due to the fact that Amazon now calculates, and remits, sales tax on "
"behalf of sellers. In other words, personally identifiable customer "
"information is not transmitted to the seller any longer, after a :abbr:`FBA "
"(Fulfilled by Amazon)` order."
msgstr ""
"Desde el 19 de febrero de 2024, en los marketplaces norteamericanos, las "
"órdenes :abbr:`FBA (Logística por Amazon)` creadas con el *conector de "
"Amazon* no incluyen el nombre del cliente en la orden de entrega o de envío "
"en Odoo. Esto se debe a que Amazon ahora calcula y remite el impuesto sobre "
"las ventas en nombre de los vendedores. Es decir, la información personal "
"identificable del cliente ya no se le comparte al vendedor luego de una "
"orden :abbr:`FBA (Logística por Amazon)`."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:92
msgid "Supported marketplaces"
msgstr "Marketplaces de Amazon compatibles"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:94
msgid ""
"If a marketplace is not listed in your Amazon marketplaces, it's possible to"
" :ref:`add a new marketplace <amazon/add-new-marketplace>`."
msgstr ""
"Si un marketplace de Amazon no aparece en la lista, es posible :ref:`agregar"
" uno nuevo <amazon/add-new-marketplace>`."
#: ../../content/applications/sales/sales/amazon_connector/features.rst:98
msgid "**North America region**"
msgstr "**Norte América**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
msgid "Canada"
msgstr "Canadá"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:100
msgid "Amazon.ca"
msgstr "Amazon.ca"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
msgid "Mexico"
msgstr "México"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:102
msgid "Amazon.com.mx"
msgstr "Amazon.com.mx"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:104
msgid "US"
msgstr "Estados Unidos"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:104
msgid "Amazon.com"
msgstr "Amazon.com"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:108
msgid "**Europe region**"
msgstr "**Europa**"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
msgid "Germany"
msgstr "Alemania"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:110
msgid "Amazon.de"
msgstr "Amazon.de"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
msgid "Spain"
msgstr "España"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:112
msgid "Amazon.es"
msgstr "Amazon.es"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
msgid "France"
msgstr "Francia"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:114
msgid "Amazon.fr"
msgstr "Amazon.fr"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
msgid "UK"
msgstr "Reino Unido"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:116
msgid "Amazon.co.uk"
msgstr "Amazon.co.uk"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
msgid "Italy"
msgstr "Italia"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:118
msgid "Amazon.it"
msgstr "Amazon.it"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:120
msgid "Netherlands"
msgstr "Países Bajos"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:120
msgid "Amazon.nl"
msgstr "Amazon.nl"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:124
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:200
msgid ":doc:`setup`"
msgstr ":doc:`setup`"
#: ../../content/applications/sales/sales/amazon_connector/features.rst:125
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:155
msgid ":doc:`manage`"
msgstr ":doc:`manage`"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
msgid "Amazon order management"
msgstr "Gestión de órdenes de Amazon"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
msgid "Order synchronization"
msgstr "Sincronización de órdenes"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
msgid ""
"Orders are automatically fetched from Amazon, and synchronized in Odoo, at "
"regular intervals."
msgstr ""
"Las órdenes se obtienen en automático de Amazon y se sincronizan en Odoo en "
"intervalos regulares."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10
msgid ""
"The synchronization is based on the Amazon status: only orders whose status "
"has changed since the last synchronization are fetched from Amazon. This "
"includes changes on either end (Amazon or Odoo)."
msgstr ""
"La sincronización está basada en el estado de Amazon: solo se obtienen las "
"órdenes cuyo estado ha cambiado desde la última sincronización en Amazon. "
"Esto incluye cambios tanto en Amazon como en Odoo."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13
msgid ""
"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Cancelled* orders are "
"fetched."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
msgid ""
"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and "
"*Cancelled* orders. For each synchronized order, a sales order and customer "
"are created in Odoo (if the customer is not already registered in the "
"database)."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
msgid ""
"When an order is cancelled in Amazon, and was already synchronized in Odoo, "
"the corresponding sales order is automatically cancelled in Odoo."
msgstr ""
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
msgid "Force synchronization"
msgstr "Forzar sincronización"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:38
msgid ""
"In order to force the synchronization of an order, whose status has **not** "
"changed since the previous synchronization, start by activating the "
":ref:`developer mode <developer-mode>`. This includes changes on either end "
"(Amazon or Odoo)."
msgstr ""
"Para forzar la sincronización de una orden cuyo estado **no** ha cambiado "
"desde la última sincronización, primero active el :ref:`modo de "
"desarrollador <developer-mode>`. Esto incluye cambios tanto en Amazon como "
"en Odoo."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:42
msgid ""
"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> "
"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon "
"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> "
"Last Order Sync`."
msgstr ""
"Vaya a la cuenta de Amazon en Odoo (:menuselection:`Ventas --> Configuración"
" --> Ajustes --> Conectores --> Sincronización con Amazon --> Cuentas de "
"Amazon`) y modifique la fecha en :menuselection:`Seguimiento de órdenes --> "
"Última sincronización de órdenes`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46
msgid ""
"Be sure to pick a date that occurs prior to the last status change of the "
"desired order to synchronize and save. This will ensure synchronization "
"occurs correctly."
msgstr ""
"Asegúrese de elegir una fecha que ocurra antes del último cambio de estado "
"de la orden correspondiente para sincronizar y guarde, esto hará que la "
"sincronización se realice de forma adecuada."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:51
msgid ""
"To immediately synchronize the orders of an Amazon account, switch to "
":ref:`developer mode <developer-mode>`, head to the Amazon account in Odoo, "
"and click :guilabel:`Sync Orders`. The same can be done with pickings by "
"clicking :guilabel:`Sync Pickings`."
msgstr ""
"Para sincronizar de inmediato las órdenes de una cuenta de Amazon primero "
"cambie al :ref:`modo de desarrollador <developer-mode>`, después vaya a la "
"cuenta de Amazon en Odoo y haga clic en :guilabel:`Sincronizar órdenes`. "
"Puede hacer lo mismo con las recolecciones si hace clic en "
":guilabel:`Sincronizar recolecciones`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:56
msgid "Manage deliveries in FBM"
msgstr "Gestionar entregas en FBM"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:58
msgid ""
"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a "
"picking is instantly created in the *Inventory* app, along with a sales "
"order and customer record. Then, decide to either ship all the ordered "
"products to the customer at once, or ship products partially using "
"backorders."
msgstr ""
"Al sincronizar una orden FBM (gestionado por el vendedor) en Odoo se crea "
"una recolección de forma instantánea en la aplicación *Inventario*, además "
"de una orden de venta y un registro de cliente. Luego deberá decidir si "
"enviar todos los productos ordenados al cliente de una vez o enviarlos por "
"partes con órdenes parciales."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:62
msgid ""
"When a picking related to the order is confirmed, a notification is then "
"sent to Amazon, who, in turn, notifies the customer that the order (or a "
"part of it) is on its way."
msgstr ""
"Al confirmar una recolección relacionada con la orden se envía una "
"notificación a Amazon, quien a su vez notifica al cliente que la orden (o "
"parte de ella) está en camino."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
msgid ""
"Amazon requires users to provide a tracking reference with each delivery. "
"This is needed to assign a carrier."
msgstr ""
"Amazon necesita que los usuarios proporcionen una referencia de seguimiento "
"para cada entrega, esta es necesaria para asignar un transportista."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69
msgid ""
"If the carrier doesn't automatically provide a tracking reference, one must "
"be set manually. This rule applies to all Amazon marketplaces."
msgstr ""
"Si el transportista no proporciona una referencia de seguimiento de forma "
"automática, entonces debe configurarse manualmente. Esta regla se aplica a "
"todos los marketplaces de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:73
msgid ""
"If the chosen carrier isn't supported by Odoo, a carrier with the same name "
"can still be created (e.g. create a carrier named `easyship`). The name used"
" is **not** case sensitive, but be mindful to avoid typos. If there are "
"typos, Amazon will **not** recognize them. Next, create a delivery carrier "
"named `Self Delivery` to inform Amazon that the user will make the "
"deliveries. Even with this route, a tracking reference still **must** be "
"entered. Remember, the customer is notified by email about the delivery, and"
" the carrier, along with the tracking reference, are displayed in the email "
"to the customer."
msgstr ""
"Si el transportista que eligió no es compatible con Odoo puede crear uno con"
" el mismo nombre (por ejemplo, puede crear un transportista llamado "
"`easyship`). Este nombre no distingue entre mayúsculas y minúsculas, pero "
"asegúrese de evitar errores tipográficos ya que en caso de que los haya, "
"Amazon no los reconocerá. A continuación, cree un transportista con el "
"nombre `Autoentrega` para informarle a Amazon que usted se encargará las "
"entregas. Incluso con esta ruta **debe** ingresar una referencia de "
"seguimiento. Recuerde que el cliente recibirá una notificación por correo "
"electrónico sobre la entrega y el transportista junto con la referencia de "
"seguimiento."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:82
msgid ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87
msgid "Manage errors when synchronizing deliveries"
msgstr "Gestionar los errores al sincronizar las entregas"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:89
msgid ""
"Sometimes, Amazon can fail to correctly process all the information sent by "
"Odoo. In this case, Odoo sends an email listing all the shipments that "
"failed and the errors Amazon sent with them. In addition, these shipments "
"are flagged with a :guilabel:`Synchronization with Amazon failed` tag."
msgstr ""
"Algunas veces, Amazon puede no procesar correctamente toda la información "
"enviada por Odoo. En este caso, Odoo envía un correo electrónico con una "
"lista de todos los envíos que fallaron y los errores que Amazon envió. Estos"
" envíos se marcan con una etiqueta que dice: :guilabel:`Falló la "
"sincronización con Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:93
msgid ""
"Usually, the error can be corrected directly in the Amazon backend or in "
"Odoo. If the problem is corrected in Odoo, synchronize the shipment again "
"using the :guilabel:`Retry Amazon Sync` button."
msgstr ""
"Normalmente se puede corregir el error directamente en el backend de Amazon "
"o en Odoo. Si decide corregir el problema en Odoo, sincronice de nuevo el "
"envío utilizando el botón :guilabel:`Volver a intentar la sincronización con"
" Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:97
msgid ""
"It might happen that Odoo receives a notification from Amazon saying that "
"some delivery information was not processed, but without specifying which "
"shipments were affected. In that case, all the shipments in an unknown state"
" will be treated as if they failed to synchronize. Once Odoo receives a "
"notification from Amazon saying that a shipment was processed, its tag will "
"change to :guilabel:`Synchronized with Amazon`. To speed up this process, on"
" your Amazon account, click on :guilabel:`Sync Orders` to manually "
"synchronize these orders, or click on :guilabel:`Recover Order` and enter "
"the relevant Amazon Order Reference."
msgstr ""
"Es posible que Odoo reciba una notificación de Amazon que mencione que no se"
" procesó cierta información de entrega, pero sin especificar los envíos que "
"fueron afectados. En ese caso se considerará que si su estado es desconocido"
" entonces no se sincronizaron. Una vez que Odoo reciba una notificación de "
"Amazon que confirme que se procesó un envío su etiqueta cambiará a "
":guilabel:`Sincronizado con Amazon`. Para agilizar este proceso vaya a su "
"cuenta de Amazon y haga clic en :guilabel:`Sincronizar pedidos` para "
"sincronizar esas órdenes de forma manual o en :guilabel:`Recuperar pedido` y"
" escriba la referencia del pedido de Amazon correspondiente."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:106
msgid "Follow deliveries in FBA"
msgstr "Seguimiento de entregas en FBA"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:108
msgid ""
"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
"move is recorded in the *Inventory* app for each sales order item. That way,"
" it's saved in the system."
msgstr ""
"Al sincronizar una orden FBA (gestionado por Amazon) en Odoo se registra un "
"movimiento de existencias en la aplicación *Inventario* para cada artículo "
"de la orden de venta. De esta manera, queda almacenado en el sistema."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:111
msgid ""
"Inventory managers can access these stock moves by navigating to "
":menuselection:`Inventory app --> Reporting --> Moves History`."
msgstr ""
"Los gerentes de inventario pueden acceder a estos movimientos desde "
":menuselection:`Inventario --> Reportes --> Historial de movimientos`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114
msgid ""
"For FBA orders, the stock move is automatically created in Odoo by the "
"Amazon connector, thanks to the shipping status of Amazon. When sending new "
"products to Amazon, the user should manually create a picking (delivery "
"order) to transfer these products from their warehouse to the Amazon "
"location."
msgstr ""
"Para las órdenes FBA, el movimiento de existencias se crea en Odoo en "
"automático a través del Conector de Amazon, gracias al estado de envío de "
"Amazon. Al enviar nuevos productos a Amazon, el usuario debe crear una "
"recolección (orden de entrega) de forma manual para trasladar estos "
"productos desde su almacén a la ubicación de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:119
msgid ""
"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after "
"replenishing stock. An automated replenishment from reordering rules can "
"also be triggered on the Amazon location."
msgstr ""
"Para llevar seguimiento de las existencias de *Amazon (FBA)* en Odoo debe "
"realizar un ajuste de inventario después de reabastecerlas. También puede "
"activar un reabastecimiento automático desde las reglas de reordenamiento en"
" la ubicación de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122
msgid ""
"The Amazon location is configurable by accessing the Amazon account managed "
"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales"
" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> "
"Amazon Accounts`."
msgstr ""
"Puede configurar la ubicación de Amazon si accede a la cuenta de Amazon "
"gestionada en Odoo. Para acceder a las cuentas de Amazon en Odoo vaya a "
":menuselection:`Ventas --> Configuración --> Ajustes --> Conectores --> "
"Sincronización con Amazon --> Cuentas de Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:126
msgid ""
"All accounts of the same company use the same Amazon location, by default. "
"However, it is possible to follow the stock filtered by marketplace."
msgstr ""
"Todas las cuentas de la misma empresa utilizan la misma ubicación de Amazon "
"de forma predeterminada, pero es posible monitorear las existencias "
"filtradas por marketplace."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:129
msgid ""
"To do that, first remove the marketplace, where the desired stock to follow "
"separately can be found, from the list of synchronized marketplaces, which "
"can be found by navigating to :menuselection:`Sales app --> Configuration "
"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`."
msgstr ""
"Para hacerlo, primero deberá eliminar de la lista de marketplaces "
"sincronizados aquel en donde se encuentran las existencias correspondientes "
"para monitorearlas por separado. Puede acceder a esta lista desde "
":menuselection:`Ventas --> Configuración --> Ajustes --> Conectores --> "
"Sincronización con Amazon --> Cuentas de Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:134
msgid ""
"Next, create another registration for this account, and remove all "
"marketplaces--- **except** the marketplace this is desired to be isolated "
"from the others."
msgstr ""
"A continuación, cree otro registro para esta cuenta y elimine todos los "
"marketplaces **excepto** el que desea aislar de los demás."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137
msgid ""
"Lastly, assign another stock location to the second registration of the "
"account."
msgstr ""
"Por último, asigne otra ubicación de existencias al segundo registro de la "
"cuenta."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140
msgid "Invoice and register payments"
msgstr "Facturar y registrar pagos"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:143
msgid "Issue invoices"
msgstr "Emitir facturas"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:145
msgid ""
"Due to Amazon's policy of not sharing customer email addresses, it is "
"**not** possible to send invoices directly to Amazon customers from Odoo. "
"However, it **is** possible to manually upload the generated invoices from "
"Odoo to the Amazon back-end."
msgstr ""
"Debido a la política de Amazon de no compartir las direcciones de correo "
"electrónico de los clientes, **no** es posible enviarles las facturas "
"directamente desde Odoo. Sin embargo, **sí** es posible cargar de forma "
"manual las facturas generadas desde Odoo en el backend de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149
msgid ""
"Additionally, for B2B clients, it is currently required to manually retrieve"
" VAT numbers from the Amazon back-end **before** creating an invoice in "
"Odoo."
msgstr ""
"Además, para los clientes B2B, por ahora es necesario obtener la "
"identificación fiscal de forma manual desde el backend de Amazon **antes** "
"de crear una factura en Odoo."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:153
msgid "Register payments"
msgstr "Registrar pagos"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:155
msgid ""
"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* "
"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* "
"intermediary account is recommended."
msgstr ""
"Como los clientes pagan a Amazon como intermediario, es recomendable que "
"cree un diario *bancario* (con el nombre `Pagos de Amazon`, por ejemplo) con"
" una cuenta intermediaria *bancaria y de efectivo* específica."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:158
msgid ""
"Additionally, as Amazon makes a single monthly payment, selecting all the "
"invoices linked to a single payment is necessary when registering payments."
msgstr ""
"Además Amazon realiza un solo pago mensual, así que es necesario seleccionar"
" todas las facturas vinculadas a un solo pago al registrar los pagos."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:161
msgid ""
"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon "
"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment "
"Method`."
msgstr ""
"Para hacer eso, use el :guilabel:`Diario` apropiado específico para los "
"pagos de Amazon y seleccione :guilabel:`Depósito por lotes` como "
":guilabel:`método de pago`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164
msgid ""
"Then, select all the generated payments, and click :menuselection:`Actions "
"--> Create batch payment --> Validate`."
msgstr ""
"Luego, seleccione todos los pagos generados y haga clic en "
":menuselection:`Acciones --> Crear pago por lotes --> Validar`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:168
msgid ""
"This same action can be performed with vendor bills from Amazon dedicated to"
" commissions."
msgstr ""
"Puede realizar esta misma acción con las facturas de proveedores de Amazon "
"destinadas a las comisiones."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170
msgid ""
"When the balance is received in the bank account at the end of the month, "
"and the bank statements are recorded, credit the Amazon intermediary account"
" by the amount received."
msgstr ""
"Cuando la cuenta bancaria recibe el saldo al final del mes y después de "
"registrar los estados de cuenta bancarios, acredite la cuenta intermediaria "
"de Amazon por el importe recibido."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:174
msgid "Follow Amazon sales in sales reporting"
msgstr "Llevar seguimiento de las ventas de Amazon en los reportes de venta"
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:176
msgid ""
"On the Amazon account profile in Odoo, a sales team is set under the "
":guilabel:`Order Follow-up` tab."
msgstr ""
"El perfil de la cuenta de Amazon en Odoo cuenta con un equipo de ventas "
"establecido en la pestaña :guilabel:`Seguimiento de pedidos`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:179
msgid ""
"This gives quick access to important metrics related to sales reporting. By "
"default, the Amazon account's sales team is shared between all of the "
"company's accounts."
msgstr ""
"Esto le proporciona acceso rápido a métricas importantes relacionadas con "
"los reportes de ventas. De forma predeterminada, el equipo de ventas de la "
"cuenta de Amazon se comparte entre todas las cuentas de la empresa."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182
msgid ""
"If desired, the sales team on the account can be changed for another, in "
"order to perform a separate reporting for the sales of this account."
msgstr ""
"Si lo desea, puede cambiar el equipo de ventas de la cuenta por otro para "
"realizar un reporte separado para las ventas de esta cuenta."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186
msgid "It is also possible to perform reporting on a per-marketplace basis."
msgstr "También es posible realizar reportes para cada marketplace."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:188
msgid ""
"First, remove the desired marketplace from the list of synchronized "
"marketplaces."
msgstr ""
"Primero debe eliminar el marketplace deseado de la lista de mercados "
"sincronizados."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:190
msgid ""
"To access the list of synchronized marketplaces in Odoo, navigate to "
":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> "
"Amazon Sync --> Amazon Accounts`."
msgstr ""
"Para acceder a la lista de marketplaces sincronizados en Odoo vaya a "
":menuselection:`Ventas --> Configuración --> Ajustes --> Conectores --> "
"Sincronización con Amazon --> Cuentas de Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:193
msgid ""
"Then, create another registration for this account, and remove all other "
"marketplaces **except** the one to isolate."
msgstr ""
"Luego cree otro registro para esta cuenta y elimine todos los marketplaces "
"**excepto** el que desea aislar."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196
msgid ""
"Lastly, assign another sales team to one of the two registrations of the "
"account."
msgstr ""
"Por último, asigne otro equipo de ventas a uno de los dos registros de la "
"cuenta."
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:199
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:154
msgid ":doc:`features`"
msgstr ":doc:`features`"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
msgid "Amazon Connector configuration"
msgstr "Configuración del conector de Amazon"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:5
msgid ""
"Odoo allows users to register an Amazon seller account in the database, but "
"the user **must** have a paid Amazon Seller account prior to completing the "
"configuration."
msgstr ""
"Odoo permite que los usuarios registren una cuenta de vendedor de Amazon en "
"la base de datos, pero el usuario **debe** tener una cuenta de vendedor de "
"Amazon pagada antes de completar la cofiguración."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:8
msgid ""
"Set up a paid Seller account on Amazon by first logging into the Amazon "
"platform, and navigating to :menuselection:`Account \\& Lists --> Start a "
"Selling Account` from the drop-down menu located in the header section."
msgstr ""
"Para configurar una cuenta de vendedor de Amazon primero inicie sesión en la"
" plataforma de Aamazon y vaya a :menuselection:`Cuenta y listas --> Iniciar "
"una cuenta de vendedor` desde el menú desplegable que se encuentra en el "
"encabezado."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:12
msgid ""
"Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process "
"and finally proceed to follow the instructions below to register and link "
"that Amazon Seller account in Odoo."
msgstr ""
"Después, en la página :guilabel:`Vende con Amazon` siga el proceso de "
"registro y después siga las instrucciones a continuación para registrar y "
"vincular su cuenta de vendedor de Amazon con Odoo."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:16
msgid "`Sell with Amazon <https://www.amazon.com/b/?node=12766669011>`_"
msgstr "`Vender con Amazon <https://www.amazon.com/b/?node=12766669011>`_"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:19
msgid "Connect Amazon Seller account to Odoo"
msgstr "Contecte su cuenta de vendedor de Amazon con Odoo"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
msgid ""
"To connect an Amazon Seller account in Odoo, navigate to "
":menuselection:`Sales app --> Configuration --> Settings --> Connectors "
"section`, activate the :guilabel:`Amazon Sync` feature, and click "
":guilabel:`Save`."
msgstr ""
"Para conectar su cuenta de vendedor de Amazon con Odoo, vaya a "
":menuselection:`Ventas --> Configuración --> Ajustes --> sección de "
"Conectores`. Allí active la función :guilabel:`Sincronización con Amazon` y "
"haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:27
msgid ""
"Then, return to :menuselection:`Sales app --> Configuration --> Settings -->"
" Connectors section`, and click on the :guilabel:`Amazon Accounts` link "
"under the :guilabel:`Amazon Sync` setting."
msgstr ""
"Después, regrese a :menuselection:`Ventas --> Configuración --> Ajustes --> "
"sección de Conectores` y haga clic en el enlace :guilabel:`Cuentas de "
"Amazon` en los ajustes de :guilabel:`Sincronización con Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid ""
"The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales."
msgstr ""
"Las cuentas de Amazon vinculadas en los ajustes de la aplicación Ventas de "
"Odoo"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:34
msgid ""
"Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, "
"click :guilabel:`New` to create and link a new Amazon account."
msgstr ""
"Hacer esto lo llevará a la página :guilabel:`Cuentas de Amazon`. Desde aquí,"
" haga clic en :guilabel:`Nuevo` para crear y vicular una nueva cuenta de "
"Amazon."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:37
msgid ""
"On the blank :guilabel:`Amazon Account` form page, start by choosing a name "
"for the account (e.g. `American Marketplace`). Then, in the "
":guilabel:`Credentials` tab, select the marketplace on which the seller "
"account was initially created from the :guilabel:`Home Marketplace` drop-"
"down menu."
msgstr ""
"En el campo en :guilabel:`Cuenta de Amazon` de la página, primero elija el "
"nombre de la cuenta (por ejemplo, `Marketplace estadounidense`). Después, en"
" la pestaña :guilabel:`Credenciales` seleccione el marketplace en el que la "
"cuenta de vendedor se creó desde el menú desplegable :guilabel:`País del "
"Marketplace`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid "A typical Amazon Account form page in the Odoo Sales application."
msgstr ""
"Una página con el formulario común de cuenta de Amazon en la aplicación "
"Ventas de Odoo."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:45
msgid ""
"After saving, the field in the :guilabel:`Credentials` tab is replaced by a "
":guilabel:`Link with Amazon` button."
msgstr ""
"Después de guardar, el campo en la pestaña :guilabel:`Credenciales` cambiará"
" por un botón llamado :guilabel:`Vincular con Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid ""
"A typical Amazon Account form page and Link with Amazon button in Odoo "
"Sales."
msgstr ""
"La página de un formulario usual para una cuenta de Amazon y el botón de "
"Vincular con Amazón en la aplicación de Ventas."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:52
msgid ""
"Clicking that button redirects to either the Amazon login page, or directly "
"to the required consent page, if the user is already logged in to Amazon."
msgstr ""
"Al hacer clic en este botón se le redirigirá a la página de inicio de sesión"
" de Amazon, o, si el usuario ya inició sesión en Amazon, a la página de "
"consentimiento."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:55
msgid "On the login page, log in to the desired Amazon seller account."
msgstr ""
"En la página de inicio de sesión, ingrese a la cuenta de vendedor de Amazon "
"deseada."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:57
msgid ""
"On the consent page, confirm that Amazon is allowed to give Odoo access to "
"the account and related data."
msgstr ""
"En la página de consentimiento, confirme que Amazon puede permitir que Odoo "
"tenga acceso a la cuenta y toda la información relacionada."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:60
msgid ""
"Upon confirmation, Amazon returns the user to Odoo, and the account has been"
" registered."
msgstr ""
"Al confirmarlo, Amazon redirigirá al usuario de vuelta a Odoo y la cuenta "
"estará registrada."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:62
msgid ""
"With the Amazon account successfully registered, the marketplaces available "
"to this specific account are synchronized with Odoo and listed under the "
":guilabel:`Marketplaces` tab."
msgstr ""
"Ya que haya logrado registrar la cuenta de Amazon, los marketplaces "
"disponibles para esta cuenta en específico se sincronizarán con Odoo y se "
"enlistarán en la pestaña :guilabel:`Marketplaces`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:65
msgid ""
"If desired, remove items from the list of synchronized marketplaces to "
"disable synchronization."
msgstr ""
"Si lo desea, quite elementos de la lista de marketplaces sincronizados para "
"deshabilitar la sincronización."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:68
msgid "Amazon orders in Odoo"
msgstr "Órdenes de Amazon en Odoo"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:70
msgid ""
"When an Amazon order is synchronized, up to three line items are created on "
"the sales order in Odoo. Each one represents a product sold on Amazon: one "
"for the product that was sold on Amazon Marketplace, one for the shipping "
"charges (if any), and one for the gift wrapping charges (if any)."
msgstr ""
"Al sincronizar una orden de Amazon, se crearán hasta tres líneas de "
"artículos en la orden de venta de Odoo. Cada una representa un producto "
"vendido en Amazon: una línea por el producto que se vendió en el marketplace"
" de Amazon, una por los cargos de envío (si los hay) y una por la envoltura "
"de regalo (si hay)."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
msgid ""
"The selection of a database product for a sales order item is done by "
"matching its :guilabel:`Internal Reference` (a customizable product "
"reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for "
"marketplace items, the Amazon *Shipping Code* for delivery charges, and the "
"Amazon *Gift Wrapping* code for gift wrapping charges."
msgstr ""
"Para seleccionar un producto de la base de datos para un artículo de orden "
"de ventas lo que se hace es vincular la :guilabel:`Referencia interna` (una "
"referencia personalizable del producto dentro de Odoo, por ejemplo "
"`FURN001`) con el *SKU* de Aamazon para artículos del marketplace, el "
"*código de envío* de Amazon para cargos de envío y el código de *envoltura "
"de regalo* de Amazon para los cambios de envoltura."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:81
msgid ""
"For marketplace products, pairings are saved as *Amazon Offers*, which are "
"listed under the :guilabel:`Offers` smart button on the account form."
msgstr ""
"Para productos del marketplace, todo esto se guarda como *Ofertas de "
"Amazon*, las cuales se enlistan en el botón inteligente de "
":guilabel:`Ofertas` del formulario del contacto."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
msgid "The Amazon Offers smart button on the account form in Odoo Sales."
msgstr ""
"El botón inteligente de Ofertas de Amazon en el formulario de la aplicación "
"Ventas de Odoo."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88
msgid ""
"Offers are automatically created when the pairing is established, and "
"they're used for subsequent orders to lookup SKUs. If no offer with a "
"matching SKU is found, :ref:`the internal reference is used instead "
"<amazon/matching>`."
msgstr ""
"Las ofertas se crean de forma automática si se establece una coincidencia, "
"además de que se usan para órdenes subsecuentes para buscar SKU. Si no se "
"encuentra ninguna oferta con un SKU que coincida, :ref:`en su lugar se usará"
" la referencia interna <amazon/matching>`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93
msgid ""
"It's possible to force the pairing of a marketplace item with a specific "
"product, by changing either the product or the SKU of an offer to ensure "
"they match. The offer can be manually created if it was not automatically "
"done yet."
msgstr ""
"Es posible forzar la vinculación de un artículo del marketplace con un "
"producto específico, solo se tiene que cambiar ya sea el producto o el SKU "
"de una oferta para asegurarse que coincide. La oferta se puede crear de "
"forma manual si todavía no se creó de forma automática."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:97
msgid ""
"This is useful if the internal reference is not used as the SKU, or if the "
"product sells under different conditions."
msgstr ""
"Esto es útil si la referencia interna no se usa como el SKU, o si el "
"producto se vende en condiciones diferentes."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:100
msgid ""
"If no database product with a matching internal reference is found for a "
"given Amazon SKU or gift wrapping code, then a default database product, "
"*Amazon Sale*, is used. The same is done with the default product *Amazon "
"Shipping* if no database product is found for a given Amazon shipping code."
msgstr ""
"Si no se encontró ningún producto de la base de datos con una referencia "
"interna que coincida para un SKU o código de envoltura de Amazon, entonces "
"se usará un producto de la base de datos predeterminado, *Venta de Amazon*, "
"se usará. Lo mismo se hace con el producto predeterminado *Envío de Amazon* "
"si no se encuentra un producto en la base de datos para un código de envío "
"de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
msgid ""
"To modify default products, activate the :ref:`developer mode <developer-"
"mode>`, and navigate to :menuselection:`Sales app --> Configuration --> "
"Settings --> Connectors --> Amazon Sync --> Default Products`."
msgstr ""
"Para modificar los productos predeterminados, active el :ref:`modo de "
"desarrollador <developer-mode>` y vaya a :menuselection:`la aplicación de "
"Ventas --> Configuración --> Ajustess --> Conectores --> Sincronización de "
"Amazon --> Productos predeterminados`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:110
msgid "Product tax configuration"
msgstr "Configuración de impuestos de productos"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:112
msgid ""
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
"the sales order items are those set on the product, or determined by the "
"fiscal position."
msgstr ""
"Para permitir el reporte de impuestos de ventas de Amazon, los impuestos "
"aplicados a los artículos de la orden de venta son los que se configuran en "
"el producto, o se determinan por la posición fiscal."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:115
msgid ""
"Make sure to have the correct taxes set on your products in Odoo, or have it"
" done by a fiscal position, to avoid discrepancies in the subtotals between "
"*Amazon Seller Central* and Odoo."
msgstr ""
"Asegúrese de tener los impuestos correctos configurados en sus productos en "
"Odoo, o hágalo por posiciones fiscales, para evitar discrepancias en los "
"subtotales de *la central de vendedores de Amazon* y Odoo."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:119
msgid ""
"As Amazon does not necessarily apply the same taxes as those configured in "
"Odoo, it may happen that order totals differ by a few cents between Odoo and"
" *Amazon Seller Central*. Those differences can be resolved with a write-off"
" when reconciling the payments in Odoo."
msgstr ""
"Como Amazon no siempre aplica los mismos impuestos que los configurados en "
"Odoo, es posible que los totales de la orden difieran entre *la central de "
"vendedores de Amazon* y *Odoo* por algunos centavos. Esas diferencias se "
"pueden resolver con una cancelación al conciliar los pagos en Odoo."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:126
msgid "Add a new marketplace"
msgstr "Agregar un nuevo Marketplace"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:128
msgid ""
"All marketplaces are supported by the Amazon Connector. To add a new "
"marketplace, proceed as follows:"
msgstr ""
"Todos los marketplaces son compatibles con el conector de Amazon. Para "
"agregar un nuevo marketplace, siga los siguientes pasos:"
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:131
msgid "Activate the :ref:`developer mode <developer-mode>`."
msgstr "Active el :ref:`modo de desarrollador <developer-mode>`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:132
msgid ""
"Go to :menuselection:`Sales app --> Configuration --> Settings --> "
"Connectors --> Amazon Sync --> Amazon Marketplaces`."
msgstr ""
"Vaya a :menuselection:`Ventas --> Configuración --> Ajustes --> Conectores "
"--> Sincronización con Amazon --> Plataformas de venta de Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:134
msgid "Click :guilabel:`New` to create a new marketplace record."
msgstr ""
"Haga clic en :guilabel:`Nuevo` para crear un nuevo registro de marketplace."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:135
msgid ""
"Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select "
"the :guilabel:`Amazon Region` for your marketplace as described in the "
"`Amazon Documentation for marketplace IDs and regions <https://developer-"
"docs.amazon.com/sp-api/docs/marketplace-ids>`_, and the :guilabel:`Seller "
"Central URL` as described in the `Amazon Documentation for seller central "
"URLs <https://developer-docs.amazon.com/sp-api/docs/seller-central-urls>`_."
msgstr ""
"Ingrese el ID del marketplace en el campo :guilabel:`Identificador API` y "
"seleccione la :guilabel:`región de Amazon` correspondiente tal y como se "
"describe en la `documentación de Amazon sobre los ID y regiones del "
"marketplace <https://developer-docs.amazon.com/sp-api/docs/marketplace-"
"ids>`_. Escriba la :guilabel:`URL de la Seller Central` como se especifica "
"en la `documentación de Amazon para las URL de la Seller Central "
"<https://developer-docs.amazon.com/sp-api/docs/seller-central-urls>`_."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:140
msgid ""
"Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily "
"retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the "
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
"respectively hold the *Marketplace ID*, the selected Amazon region, and the "
"*Seller Central URL* values from the Amazon Documentation."
msgstr ""
"Establezca el :guilabel:`nombre` del registro como `Amazon.<country code>` "
"para acceder con facilidad (por ejemplo, `Amazon.se`). Los campos "
":guilabel:`identificador API`, :guilabel:`región` y :guilabel:`URL de Seller"
" Central` deben contener respectivamente los valores de *Marketplace ID*, la"
" región de Amazon seleccionada y la *URL de Seller Central* de la "
"documentación de Amazon."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:144
msgid ""
"Once the marketplace is saved, update the Amazon Account configuration by "
"going to :menuselection:`Sales app --> Configuration --> Settings --> "
"Connectors --> Amazon Sync --> Amazon Accounts`."
msgstr ""
"Una vez hecho esto, actualice la configuración de la cuenta de Amazon en "
":menuselection:`Ventas --> Configuración --> Ajustes --> Conectores --> "
"Sincronización de Amazon --> Cuentas de Amazon`."
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:147
msgid ""
"Select the account on which to use the new marketplace, go to the "
":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available "
"marketplaces`. An animation should confirm the success of the operation. "
"Newly added marketplaces are automatically added to the list of synchronized"
" marketplaces. If the new marketplace is not added to the list, it means "
"that it is either incompatible or unavailable for the seller account."
msgstr ""
"Seleccione la cuenta en la que quiere usar el marketplace nuevo, para eso "
"vaya a la pestaña :guilabel:`Marketplaces` y haga clic en "
":guilabel:`actualizar los marketplaces disponibles`; aparecerá una animación"
" donde se confirmará que la operación se realizó con éxito. Los marketplaces"
" nuevos se agregarán de forma automática a la lista de marketplaces "
"sincronizados. Si un marketplace nuevo no se agrega a la lista, significa "
"que o es incompatible o no está disponible para la cuenta del vendedor."
#: ../../content/applications/sales/sales/invoicing.rst:5
msgid "Invoicing Method"
msgstr "Método de facturación"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
msgid "Down payments"
msgstr "Anticipos"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
msgid ""
"A down payment is a partial payment made by the buyer when a sales contract "
"is concluded. This implies both parties' (seller and buyer) full commitment "
"to honor the contract."
msgstr ""
"Un anticipo es un pago parcial que realiza el comprador cuando se celebra un"
" contrato de venta. Esto implica el compromiso total de ambas partes "
"(vendedor y comprador) de cumplir el contrato."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8
msgid ""
"With a down payment, the buyer pays a portion of the total amount owed while"
" agreeing to pay the remaining amount at a later date. In turn, the seller "
"provides goods or services to the buyer after accepting the down payment, "
"trusting that the remaining amount will be paid later on."
msgstr ""
"Con un anticipo, el comprador paga una parte del importe total adeudado "
"mientras acepta pagar la cantidad restante después. Por otra parte, el "
"vendedor le proporciona los bienes o servicios al comprador después de "
"aceptar el anticipo, confiando en que este le pagará el importe restante más"
" adelante."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:13
msgid "Create invoices"
msgstr "Crear facturas"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15
msgid ""
"When a sales order is confirmed, the option to create an invoice becomes "
"available, via the :guilabel:`Create Invoice` button, located in the upper-"
"left corner of the sales order form. When clicked, a :guilabel:`Create "
"invoices` pop-up appears."
msgstr ""
"Cuando se confirma una orden de venta, se habilita la opción de crear una "
"factura mediante el botón :guilabel:`Crear factura` ubicado en la esquina "
"superior izquierda del formulario de orden de venta. Cuando hace clic, "
"aparece la ventana emergente :guilabel:`Crear facturas`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "Create invoices pop-up form that appears in Odoo Sales."
msgstr ""
"Ventana emergente para crear facturas que aparece en la aplicación Ventas."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
msgid ""
"Invoices are automatically created as drafts, so they can be reviewed before"
" validation."
msgstr ""
"Las facturas se crean como borradores de forma automática para que las pueda"
" revisar antes de validarlas."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:26
msgid ""
"On the :guilabel:`Create invoices` pop-up, there are 3 options to choose "
"from in the :guilabel:`Create Invoice` field:"
msgstr ""
"En la ventana emergente :guilabel:`Crear facturas` hay 3 opciones para "
"elegir en el campo :guilabel:`Crear factura`:"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29
msgid ":guilabel:`Regular invoice`"
msgstr ":guilabel:`Factura normal`"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:42
msgid ":guilabel:`Down payment (percentage)`"
msgstr ":guilabel:`Anticipo (porcentaje)`"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:31
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
msgid ":guilabel:`Down payment (fixed amount)`"
msgstr ":guilabel:`Anticipo (importe fijo)`"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
msgid ""
"If :guilabel:`Regular Invoice` is selected, the other fields disappear, as "
"they only pertain to down payment configurations."
msgstr ""
"Los otros campos desaparecen si selecciona :guilabel:`factura normal`, ya "
"que solo corresponden a las configuraciones de anticipos."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38
msgid "Initial down payment request"
msgstr "Solicitud inicial de un anticipo"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:40
msgid ""
"On the :guilabel:`Create invoices` pop-up form, the down payment options "
"are:"
msgstr ""
"En el formulario emergente para :guilabel:`crear facturas`, las opciones "
"para anticipos son:"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45
msgid ""
"Once the desired down payment option is selected in the :guilabel:`Create "
"Invoice` field on the pop-up form, designate the desired amount, either as a"
" percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field."
msgstr ""
"Una vez que haya seleccionado la opción de anticipo deseada en el campo "
":guilabel:`Crear factura`, indique el importe (ya sea como porcentaje o "
"importe fijo) en el campo :guilabel:`Importe del anticipo`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:49
msgid ""
"Then, select the appropriate income account for the invoice in the "
":guilabel:`Income Account` field. Next, select a tax amount, if necessary, "
"in the :guilabel:`Customer Taxes` drop-down field."
msgstr ""
"Después, seleccione la cuenta de ingresos apropiada para la factura en el "
"campo :guilabel:`Cuenta de ingresos`. Después, seleccione la cantidad de "
"impuestos en el campo desplegable :guilabel:`Impuestos del cliente`, solo si"
" es necesario."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"A create invoices pop-up form with down payment fields filled in with "
"information."
msgstr ""
"Un formulario emergente para crear facturas con la información apropiada en "
"los campos de anticipos."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56
msgid ""
"Once all fields are filled in with the desired information, click the "
":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo "
"reveals the :guilabel:`Customer Invoice Draft`."
msgstr ""
"Una vez que los campos tengan la información deseada, haga clic en el botón "
":guilabel:`Crear borrador de factura`. Una vez hecho eso, Odoo le mostrará "
"el :guilabel:`Borrador de la factura del cliente`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:59
msgid ""
"In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice "
"Draft`, the down payment that was just configured in the :guilabel:`Create "
"invoices` pop-up form appears as a :guilabel:`Product`."
msgstr ""
"El anticipo que acaba de configurar en el formulario emergente "
":guilabel:`Crear facturas` aparecerá como un :guilabel:`Producto` en la "
"pestaña :guilabel:`Líneas de factura` del :guilabel:`borrador de la factura "
"del cliente`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Down payment as a product in the invoice lines tab of a customer invoice "
"draft in Odoo."
msgstr ""
"Anticipo como producto en la pestaña de líneas del borrador de la factura "
"del cliente en Odoo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:68
msgid ""
"When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` "
"tab is clicked, Odoo reveals the product form for the down payment."
msgstr ""
"Cuando hace clic en el producto :guilabel:`Anticipo` desde la pestaña "
":guilabel:`Líneas de factura` aparecerá el formulario del producto para el "
"anticipo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
msgid ""
"By default, the :guilabel:`Product Type` of down payment products generated "
"for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing "
"Policy` set to :guilabel:`Prepaid/Fixed Price`."
msgstr ""
"De manera automática, el :guilabel:`Tipo de producto` de los anticipos "
"generados para las facturas será :guilabel:`Servicio`, con la "
":guilabel:`política de facturación` configurada a :guilabel:`Precio fijo o "
"de prepago`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Down payment product form with service product type and invoicing policy "
"field."
msgstr ""
"El formulario de producto con el tipo de producto servicio y el campo de "
"política de facturación."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79
msgid "This product can be edited/modified at any time."
msgstr "Puede editar o modificar este producto en cualquier momento."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
msgid ""
"If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the "
":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created."
msgstr ""
"**No** podrá crear una factura si selecciona :guilabel:`Basado en cantidad "
"entregada (manual)` como :guilabel:`política de facturación`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:88
msgid "Example: request 50% down payment"
msgstr "Por ejemplo: solicitar un anticipo del 50%"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:91
msgid ""
"The following example involves a 50% amount down payment on a product "
"(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the "
":guilabel:`Invoicing Policy`."
msgstr ""
"El siguiente ejemplo involucra un anticipo del 50% en un producto "
"(:guilabel:`Gabinete con puertas`) cuya :guilabel:`política de facturación` "
"es :guilabel:`Cantidades ordenadas`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:0
msgid "Cabinet with doors product form showcasing various details and fields."
msgstr ""
"El producto de gabinete con puertas donde se muestran varios detalles y "
"campos."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:335
#: ../../content/applications/sales/sales/invoicing/expense.rst:255
#: ../../content/applications/sales/sales/invoicing/milestone.rst:238
#: ../../content/applications/sales/sales/invoicing/proforma.rst:71
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:166
msgid ":doc:`invoicing_policy`"
msgstr ":doc:`invoicing_policy`"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:101
msgid ""
"First, navigate to :menuselection:`Sales app --> New`, and add a "
":guilabel:`Customer` to the quotation."
msgstr ""
"Primero navegue a :menuselection:`Ventas --> Nuevo` y agregue un "
":guilabel:`Cliente` a la cotización."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:104
msgid ""
"Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
"and select the :guilabel:`Cabinet with Doors` product."
msgstr ""
"Después, haga clic en :guilabel:`Agregar un producto` en la pestaña de "
":guilabel:`lineas de la orden` y seleccione el producto :guilabel:`gabinete "
"con puertas`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:107
msgid ""
"When the order is confirmed (via the :guilabel:`Confirm` button), the "
"quotation turns into a sales order. Once this occurs, create and view the "
"invoice by clicking :guilabel:`Create Invoice`."
msgstr ""
"Cuando se confirma la orden (al apretar el botón :guilabel:`Confirmar`) la "
"cotización se convertirá en una orden de venta. Una vez que esto suceda, "
"para crear la factura solo haga clic en :guilabel:`Crear factura`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Cabinet with doors sales order that's been confirmed in the Odoo Sales "
"application."
msgstr ""
"Orden de venta de un gabinete con puertas que se confirmó en la aplicación "
"de Ventas."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:114
msgid ""
"Next, on the :guilabel:`Create invoices` pop-up window that appears, select "
":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down "
"Payment Amount` field."
msgstr ""
"Después, en la ventana emergente :guilabel:`Crear facturas` que aparece, "
"seleccione :guilabel:`Anticipo (porcentaje)` y escriba `50` en el campo "
":guilabel:`Importe del anticipo`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:118
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:264
msgid ""
"The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are "
"*not* required fields, and they will *not* appear if they've already been "
"preconfigured in previous down payment requests."
msgstr ""
"Los campos de :guilabel:`cuenta de ingresos` e :guilabel:`impuestos de "
"clientes` *no* son campos obligatorios y *no* aparecerán si ya se "
"configuraron en una solicitud de pago previa."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:122
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:268
msgid ""
"For more information, check out the documentation on :ref:`customer taxes "
"modification on down payments <sales/invoicing/customer-tax-modification-"
"down-payments>` and :ref:`income account modification on down payments "
"<sales/invoicing/income-account-modification>`."
msgstr ""
"Para más información, revise nuestra documentación sobre :ref:`modificación "
"de impuestos del cliente en anticipos <sales/invoicing/customer-tax-"
"modification-down-payments>` y :ref:`modificación de la cuenta de ingresos "
"en anticipos <sales/invoicing/income-account-modification>`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126
msgid ""
"Lastly, click :guilabel:`Create Draft Invoice` to create and view the "
"invoice draft."
msgstr ""
"Finalmente, haga clic en :guilabel:`crear un borrador de factura` para crear"
" un borrador de factura."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:128
msgid ""
"Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which "
"includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice"
" Lines` tab."
msgstr ""
"Al hacer clic en :guilabel:`crear borrador de factura` se mostrará el "
"borrador de la factura, el cual incluye el anticipo como un "
":guilabel:`Producto` en la pestaña de :guilabel:`líneas de factura`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:131
msgid ""
"From there, the invoice can be confirmed and posted by clicking "
":guilabel:`Confirm`. Confirming the invoice changes the status from "
":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of "
"buttons at the top of the page."
msgstr ""
"Aquí puede confirmar y publicar la factura, solo debe hacer clic en "
":guilabel:`Confirmar` y el estado cambiará de :guilabel:`borrador` a "
":guilabel:`publicado`. También muestra una nueva serie de botones en la "
"parte superior de la página."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "A sample draft invoice with down payment mentioned in Odoo Sales."
msgstr ""
"Un borrador de factura donde se menciona un anticipo en la aplicación Ventas"
" de Odoo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:139
msgid ""
"From those buttons, the payment can be registered by clicking "
":guilabel:`Register Payment`."
msgstr "Puede registrar el pago si hace clic en :guilabel:`Registrar pago`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Showcase of the Register Payment button on a confirmed customer invoice."
msgstr "Mostrar el botón Registrar pago en una factura de cliente confirmada."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:145
msgid ""
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
"populated with the necessary information. Confirm the information provided "
"is correct, and make any necessary adjustments. When ready, click the "
":guilabel:`Create Payment` button."
msgstr ""
"Al hacerlo se mostrará la ventana emergene :guilabel:`Registrar pago`, que "
"se llenará de forma automática con la información necesaria. Confirme que la"
" información sea correcta y haga los ajustes necesarios. Cuando esté listo, "
"haga clic en el botón :guilabel:`Crear pago`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Showcase of the Register Payment pop-up window with create payment button."
msgstr ""
"Imagen de la ventana emergente para registrar pago con el botón crear pago."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:153
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:291
msgid ""
"After clicking :guilabel:`Create Payment`, Odoo reveals the customer "
"invoice, now with a green :guilabel:`In Payment` banner in the upper-right "
"corner."
msgstr ""
"Después de hacer clic en :guilabel:`Crear pago` Odoo mostrará la factura del"
" cliente, ahora con un listón verde de :guilabel:`En proceso de pago` en la "
"esquina superior derecha."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"Customer Invoice with a green In Payment banner located in the upper-right "
"corner."
msgstr ""
"Factura del cliente con un listón En proceso de pago en la esquina superior "
"derecha."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:160
msgid ""
"Now, when the customer wants to pay the remaining amount of the order, "
"another invoice must be created. To do that, return to the sales order, via "
"the breadcrumb links."
msgstr ""
"Cuando el cliente quiera pagar la cantidad restante de la orden, deberá "
"crear otra factura. Para ello, use las migas de pan para regresar a la orden"
" de venta."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:163
msgid ""
"Back on the sales order, a new :guilabel:`Down Payments` section is present "
"in the :guilabel:`Order Lines` tab, along with the down payment that was "
"just invoiced and posted."
msgstr ""
"En la orden de venta habrá una nueva sección de :guilabel:`Adelantos` en la "
"pestaña :guilabel:`Líneas de la orden`, junto con el anticipo que acaba de "
"facturar."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "The down payments section in the order lines tab of a sales order."
msgstr ""
"La sección de anticipos en la pestaña de las líneas de la orden en la orden "
"de ventas."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170
msgid "Next, click the :guilabel:`Create Invoice` button."
msgstr "Después, haga clic en el botón :guilabel:`Crear factura`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:172
msgid ""
"On the :guilabel:`Create invoices` pop-up window that appears, there are two"
" new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`."
msgstr ""
"En la ventana emergente :guilabel:`Crear facturas` verá dos nuevos campos: "
":guilabel:`Ya se facturó` y :guilabel:`importe a facturar`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"The deduct down payment option on the create invoices pop up in Odoo Sales."
msgstr ""
"La opción para deducir anticipo en la ventana emergente para crear facturas "
"en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:179
msgid ""
"If the remaining amount is ready to be paid, select the :guilabel:`Regular "
"Invoice` option. Odoo will create an invoice for the exact amount needed to "
"complete the total payment, as indicated in the :guilabel:`Amount to "
"invoice` field."
msgstr ""
"Si ya se pagará la cantidad restante, seleccione la opción "
":guilabel:`Factura normal`. Odoo creará una factura por la cantidad exacta "
"que se necesita para completar el total del pago, como se indica en el campo"
" :guilabel:`Cantidad por facturar`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183
msgid "Once ready, click :guilabel:`Create Draft Invoice`."
msgstr ""
"Ya que esté listo, haga clic en :guilabel:`crear borrador de factura`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:185
msgid ""
"Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing "
"*all* the invoices for that specific sales order in the :guilabel:`Invoice "
"Lines` tab. Each invoice line item displays all the necessary information "
"related to each invoice."
msgstr ""
"Al hacer esto verá la página :guilabel:`borrador de factura de cliente`, la "
"cual enumerará *todas* las facturas para esa orden de venta específica en la"
" pestaña :guilabel:`líneas de factura`. Cada elemento de línea de factura "
"muestra toda la información necesaria relacionada con cada factura."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:189
msgid ""
"To complete the flow, click :guilabel:`Confirm`, which changes the status of"
" the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click "
":guilabel:`Register Payment`."
msgstr ""
"Para completar el flujo, haga clic en :guilabel:`confirmar`, lo cual "
"cambiará el estado de la factura de :guilabel:`borrador` a "
":guilabel:`publicado`. Luego, haga clic en :guilabel:`registrar pago`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:192
msgid ""
"Once again, the :guilabel:`Register Payment` appears, with all fields auto-"
"populated with the necessary information, including the remaining amount "
"left to be paid on the order."
msgstr ""
"Una vez más, aparecerá :guilabel:`registrar pago`, con todos los campos "
"autocompletados con la información necesaria, incluido el monto restante que"
" queda por pagar en la orden."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "The second register payment pop-up form in Odoo sales."
msgstr ""
"El segundo formulario emergente de registro de pago en las ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:199
msgid ""
"After confirming that information, click :guilabel:`Create Payment`. Doing "
"so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In"
" Payment` banner in the upper-right corner. Also, both down payments are "
"present in the :guilabel:`Invoice Lines` tab."
msgstr ""
"Después de confirmar esa información, haga clic en :guilabel:`crear pago`. "
"Al hacerlo, se mostrará la :guilabel:`factura del cliente` final con un "
"listón verde con la leyenda :guilabel:`en proceso de pago` en la esquina "
"superior derecha. Además, podrá ver ambos pagos iniciales en la pestaña "
":guilabel:`líneas de factura`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "The second down payment invoice with in payment banner in Odoo Sales."
msgstr ""
"La segunda factura del pago con el listón de pago en la aplicación Ventas de"
" Odoo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:207
msgid "At this point, the flow is now complete."
msgstr "Si llega a este punto ha terminado el flujo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:210
msgid ""
"This flow is also possible with the :guilabel:`Fixed amount` down payment "
"option."
msgstr ""
"Este flujo también se puede realizar con la opción de anticipo por "
":guilabel:`importe fijo`. "
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:213
msgid ""
"If a down payment is used with a product that has a :guilabel:`Delivered "
"quantities` invoicing policy, and the cost of the product *exceeds* the 50% "
"down payment (as in most cases), a regular invoice is created."
msgstr ""
"Si los anticipos se usan con un producto que tiene la política de "
"facturación :guilabel:`Cantidades entregadas` y el costo del producto *es "
"más* del 50% del anticipo (como pasa en la mayoría de los casos), se creará "
"una factura normal."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:217
msgid ""
"However, for products that cost *less* than the 50% down payment, the down "
"payments will **not** be able to be deducted when it comes time to invoice "
"the customer."
msgstr ""
"Sin embargo, para productos que cuestan *menos* que el 50% del anticipo, los"
" anticipos **no** se podrán deducir cuando llegue el momento de facturar al "
"cliente."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:220
msgid ""
"This is because the product(s) would have to be delivered *before* creating "
"the final invoice due to Odoo not allowing negative totals for invoices."
msgstr ""
"Esto se debe a que los producto(s) deberían haberse entregado *antes* de "
"crear la factura final debido a que Odoo no permite totales negativos para "
"facturas."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:223
msgid ""
"If nothing has been delivered, a :guilabel:`Credit Note` is created, which "
"cancels the draft invoice that was created after the down payment."
msgstr ""
"Si no ha entregado ningún producto se creará una :guilabel:`nota de "
"crédito`, la cual cancelará el borrador de factura que se creó después del "
"anticipo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:226
msgid ""
"To utilize the :guilabel:`Credit Note` option, the *Inventory* application "
"must be installed, in order to confirm the delivery. Otherwise, the "
"delivered quantity can be entered manually directly on the sales order."
msgstr ""
"Si desea utilizar la opción de :guilabel:`nota de crédito`, deberá contar "
"con la aplicación *Inventario* para poder confirmar la entrega. De lo "
"contrario, puede registrar la cantidad entregada de forma manual "
"directamente en la orden de venta."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:233
msgid "Example: request 100% down payment"
msgstr "Por ejemplo: solicitar un anticipo del 100%"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:235
msgid ""
"The process of requesting a 100% down payment is similar to the process of "
"setting up a :ref:`50% down payment <sales/invoicing/50-percent-down-"
"payments>`, but with fewer steps."
msgstr ""
"El proceso de solicitud de un pago inicial del 100% es similar al proceso de"
" configuración de un pago inicial del :ref:`50% <sales/invoicing/50-percent-"
"down-payments>`, pero con menos pasos."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:239
msgid ""
"A 100% down payment is **not** the same as a full payment of the sales "
"order."
msgstr ""
"Un anticipo del 100% **no** es lo mismo que un pago completo de la orden ve "
"venta."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:241
msgid ""
"A sales order paid through the regular invoice process will not allow any "
"additional invoices to be generated, and **will not** display the *Create "
"Invoice* button on the Sales Order."
msgstr ""
"Una orden de venta que se paga conn un proceso regular de facturación no "
"permitirá que se generen facturas adicionales y **no** mostrará el botón "
"*Crear factura* en la orden de venta."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244
msgid ""
"Following this example **will** cause the *Create Invoice* button to be "
"displayed on the Sales Order. This is because Odoo expects another invoice "
"to be created after the down payment to complete payment of the sales order."
msgstr ""
"Si sigue este ejemplo, el botón *Crear factura* **sí** se mostrará en la "
"orden de venta. Esto se debe a que Odoo espera que se cree otra factura "
"después del anticipo para completar el pago de la orden de venta."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:248
msgid "The *Solar Panel Installation* product is being used in this example."
msgstr "Se us el producto *Instalación de panel solar* en este ejemplo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:250
msgid ""
"To configure a 100% down payment, begin by navigating to "
":menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the "
"quote."
msgstr ""
"Para configurar un anticipo del 100% primero vaya a :menuselection:`Ventas "
"--> Nuevo` y agregue un :guilabel:`Cliente` a la cotización."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:253
msgid ""
"Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
"and select the `Solar Panel Installation` product."
msgstr ""
"Después, haga clic en :guilabel:`Agregar un producto` en la pestaña de "
":guilabel:`lineas de la orden` y seleccione el producto "
":guilabel:`Instalación de panel solar`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:256
msgid ""
"Upon clicking the :guilabel:`Confirm` button, the quotation turns into a "
"sales order. At that point, an invoice can now be created by clicking "
":guilabel:`Create Invoice` in the top-left corner."
msgstr ""
"Al hacer clic en el botón :guilabel:`Confirmar` la cotización se convertirá "
"en una orden de venta. Una vez que esto suceda, para crear la factura solo "
"haga clic en :guilabel:`Crear factura` en la esquina superior izquierda."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:259
msgid ""
"On the :guilabel:`Create invoices` pop-up window that appears, select "
":guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down"
" Payment Amount` field. Then, if desired, select an :guilabel:`Income "
"Account` and :guilabel:`Customer Taxes` in their respective fields."
msgstr ""
"En la ventana emergente :guilabel:`Crear facturas` que aparece, seleccione "
":guilabel:`Anticipo (porcentaje)` y escriba `100` en el campo "
":guilabel:`Importe del anticipo`. Finalmente, si lo desea, seleccione una "
":guilabel:`Cuenta de ingresos` e :guilabel:`Impuestos del cliente` en sus "
"respectivos campos."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid ""
"The Down payment (percentage) option selected with 100% set as the Down "
"Payment."
msgstr ""
"La opción de anticipo (porcentaje) seleccionada con 100% como anticipo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:276
msgid ""
"Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. "
"This will also bring the draft invoice into view, which includes the "
":guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice "
"Lines` tab."
msgstr ""
"Después, haga clic en :guilabel:`Crear borrador de factura` para crear un "
"borrador de factura. De esta manera se mostrará el borrador de la factura, "
"que incluirá el :guilabel:`Anticipo` como :guilabel:`Producto` en la pestaña"
" de :guilabel:`líneas de la orden`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:280
msgid ""
"The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`."
" Confirming the invoice changes the status from :guilabel:`Draft` to "
":guilabel:`Posted`. It also reveals a new series of buttons at the top of "
"the page."
msgstr ""
"Aquí puede confirmar y publicar la factura, solo debe hacer clic en "
":guilabel:`Confirmar` y el estado cambiará de :guilabel:`borrador` a "
":guilabel:`publicado`. También muestra una nueva serie de botones en la "
"parte superior de la página."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:284
msgid ""
"The payment can be registered by clicking the :guilabel:`Register Payment` "
"button."
msgstr ""
"Para registrar el pago solo haga clic en el botón :guilabel:`Registrar pago`"
" ."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:286
msgid ""
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
"populated with the necessary information. Confirm the information provided "
"is correct and make any necessary adjustments. When ready, click the "
":guilabel:`Create Payment` button."
msgstr ""
"Al hacerlo se mostrará la ventana emergene :guilabel:`Registrar pago`, que "
"se llenará de forma automática con la información necesaria. Confirme que la"
" información sea correcta y haga los ajustes necesarios. Cuando esté listo, "
"haga clic en el botón :guilabel:`Crear pago`."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:298
msgid ""
"The process is now complete, and the 100% down payment has been successfully"
" applied."
msgstr ""
"El proceso está completo y el anticipo del 100% se aplicó por completo."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:303
msgid "Customer taxes modification on down payments"
msgstr "Modificación de impuestos del cliente en los anticipos"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:305
msgid ""
"To adjust the income account and customer taxes attached to a down payment, "
"navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> "
"Products --> Products`), search for the `Down Payment` product in the search"
" bar, and select it to reveal the product detail page."
msgstr ""
"Para ajustar la cuenta de ingresos y los impuestos del cliente vinculados a "
"un anticipo, vaya a la página de :guilabel:`productos` (aplicación "
":menuselection:`Ventas --> Productos --> Productos`), luego escriba "
"`anticipo` en la barra de búsqueda y seleccione el producto para abrir su "
"página de detalles."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:309
msgid ""
"On the :guilabel:`Down Payment` product page, in the :guilabel:`General "
"Information` tab, the customer taxes can be modified in the "
":guilabel:`Customer Taxes` field."
msgstr ""
"En la página del producto :guilabel:`anticipo` bajo la pestaña "
":guilabel:`información general`, en el campo :guilabel:`impuestos del "
"cliente`, podrá modificar los impuestos del cliente."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
msgid "How to modify the income account link to down payments."
msgstr "Cómo modificar el enlace de la cuenta de ingresos para los anticipos."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:319
msgid "Income account modification on down payments"
msgstr "Modificación de la cuenta de ingresos en los anticipos"
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:321
msgid ""
"To change or adjust the income account attached to the :guilabel:`Down "
"Payment` product page, the *Accounting* app **must** be installed."
msgstr ""
"Si desea cambiar o ajustar la cuenta de ingresos asociada a la página del "
"producto :guilabel:`anticipo`, **debe** contar con la aplicación "
"*Contabilidad*."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:324
msgid ""
"With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes "
"available on the product page. That tab will **not** be accessible without "
"the *Accounting* app installed."
msgstr ""
"Si tiene la aplicación *Contabilidad* instalada, podrá ver la pestaña "
":guilabel:`Contabilidad` en la página del producto. Si no tiene la "
"aplicación *Contabilidad* **no** podrá ver esta pestaña."
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:327
msgid ""
"In the :guilabel:`Accounting` tab, the income account can be changed in the "
":guilabel:`Income Account` field, located in the :guilabel:`Receivables` "
"section."
msgstr ""
"En la pestaña :guilabel:`Contabilidad`, puede modificar la :guilabel:`cuenta"
" de ingresos` desde el campo correspondiente en la sección :guilabel:`Por "
"cobrar`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
msgid "Reinvoice expenses to customers"
msgstr "Volver a facturar gastos a los clientes"
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
msgid ""
"While working on a project for a client, employees often have to spend their"
" own money on various expenses related to the project."
msgstr ""
"Es común que los empleados tengan que gastar su propio dinero al trabajar en"
" un proyecto para un cliente."
#: ../../content/applications/sales/sales/invoicing/expense.rst:8
msgid ""
"For example, an employee may need to use their own money to pay for a hotel,"
" while they provide an on-site service for a client. As a company, this "
"expense should be reinvoiced to the customer. With Odoo, these kinds of "
"expenses can quickly be reinvoiced to the customer related to the project."
msgstr ""
"Por ejemplo, si un empleado necesita viajar a donde está un cliente para "
"trabajar en persona con él, es probable que tenga que usar su propio dinero "
"para pagar por el hotel. Este es un gasto que la empresa debería volver a "
"facturar al cliente, lo cual se puede hacer muy fácil con Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:13
msgid "Expenses application"
msgstr "La aplicación Gastos"
#: ../../content/applications/sales/sales/invoicing/expense.rst:15
msgid ""
"To be able to reinvoice a customer for an expense, the *Expenses* "
"application **must** be installed."
msgstr ""
"Para poder volver a facturar a un cliente por un gasto **es necesario** "
"instalar la aplicación *Gastos*."
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
msgid ""
"To install the *Expenses* application, navigate to :menuselection:`main Odoo"
" dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* "
"application block. When clicked, Odoo installs the application, refreshes "
"the page, and returns to the main Odoo dashboard."
msgstr ""
"Para instalar la aplicación *Gastos*, vaya al :menuselection:`tablero "
"principal de Odoo --> Aplicaciones`, busque el bloque de la aplicación "
"*Gastos* y haga clic en :guilabel:`Instalar`. Odoo instalará la aplicación, "
"usted vuelva a cargar la página y regrese a la página principal de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
msgid "Add expenses to sales orders"
msgstr "Agregar gastos a órdenes de venta"
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
msgid ""
"To begin, have a sales order confirmed in the *Sales* app to which a "
"reinvoiced expense can be added. Or, create a new sales order from scratch. "
"To do that, navigate to the :menuselection:`Sales app --> New`. Doing so "
"reveals a blank quotation form."
msgstr ""
"Para empezar, tiene que tener una orden de venta confirmada en la aplicación"
" *Ventas* a la que le pueda agregar una factura de gastos. También puede "
"crear una orden de venta, para eso vaya a :menuselection:`la aplicación "
"Ventas --> Nuevo`. Así obtendrá un formulario de cotización en blanco."
#: ../../content/applications/sales/sales/invoicing/expense.rst:28
msgid ""
"Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order "
"Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product "
"from the drop-down menu."
msgstr ""
"Después, agregue un :guilabel:`Cliente` y un producto en la pestañana "
":guilabel:`Líneas de la orden`, solo haga clic en :guilabel:`Agregar un "
"producto`. Después, seleccione un producto del menú desplegable."
#: ../../content/applications/sales/sales/invoicing/expense.rst:31
msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order."
msgstr "Por último, :guilabel:`confirme` la orden de venta."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"This is how a confirmed sales order looks in the Odoo Sales application."
msgstr "Así es como se ve una orden de venta en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:37
msgid "With the sales order confirmed, it's time to create an expense."
msgstr "Ya que se confirmó la orden de venta, es momento de crear un gasto."
#: ../../content/applications/sales/sales/invoicing/expense.rst:39
msgid ""
"To do that, navigate to the *Expenses* application, by going to "
":menuselection:`main Odoo dashboard --> Expenses`."
msgstr ""
"Para hacerlo, vaya a la aplicación *Gastos* desde el tablero principal de "
"Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:42
msgid ""
"Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank"
" expenses form."
msgstr ""
"Después, desde el tablero de *Gastos*, haga clic en :guilabel:`Nuevo` para "
"mostrar un formulario de gastos en blanco."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "A blank expenses form in the Odoo Expenses application."
msgstr "Un formulario de gastos en blanco en la aplicación Gastos de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
msgid ""
"On the expenses form, add a :guilabel:`Description` to easily reference the "
"expense."
msgstr ""
"En el formulario de gastos, agregue una :guilabel:`Descripción` para "
"referenciar el gasto con facilidad."
#: ../../content/applications/sales/sales/invoicing/expense.rst:50
msgid ""
"Then, in the :guilabel:`Category` field, select one of the following options"
" from the drop-down menu:"
msgstr ""
"Después, en el campo :guilabel:`Categoría`, seleccione una de las siguientes"
" opciones del menú desplegable:"
#: ../../content/applications/sales/sales/invoicing/expense.rst:53
msgid ""
":guilabel:`Communication`: any form of communication related to a "
"project/order."
msgstr ""
":guilabel:`Comunicación`: cualquier tipo de comunicación relacionada al "
"proyecto o la orden."
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
msgid ""
":guilabel:`Others`: expense that doesn't fit into any other categories."
msgstr ""
":guilabel:`Otros`: gastos que no entran en ninguna de las otras categorías."
#: ../../content/applications/sales/sales/invoicing/expense.rst:55
msgid ":guilabel:`Meals`: any form of meal costs related to a project/order."
msgstr ""
":guilabel:`Comidas`: cualquier gasto en comida relacionado a un proyecto u "
"orden."
#: ../../content/applications/sales/sales/invoicing/expense.rst:56
msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order."
msgstr ""
":guilabel:`Regalos`: cualquier gasto de regalo relacionado al proyecto o la "
"orden."
#: ../../content/applications/sales/sales/invoicing/expense.rst:57
msgid ""
":guilabel:`Mileage`: any form of mileage (gas) costs related to "
"project/order."
msgstr ""
":guilabel:`Kilometraje`: cualquier tipo de gasto en kilometraje (gasolina) "
"relacionado a un proyecto u orden."
#: ../../content/applications/sales/sales/invoicing/expense.rst:58
msgid ""
":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs "
"related to a project/order."
msgstr ""
":guilabel:`Viáticos`: cualquier tipo de gastos relacionados a viajes u "
"hospedaje relacionados al proyecto o la orden."
#: ../../content/applications/sales/sales/invoicing/expense.rst:61
msgid ""
"New expense categories can be created from an expense form, by clicking the "
":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, "
"and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up "
"window."
msgstr ""
"Puede crear nuevas categorías de gastos desde un formulario de gastos, solo "
"tiene que hacer clic en el menú desplegable del campo de "
":guilabel:`Categoría`, seleccione :guilabel:`Ver todo` y haga clic en "
":guilabel:`Nuevo` en la ventana emergente :guilabel:`Buscar:Categoría`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
msgid ""
"The Search:Category expenses pop-up window from a blank expenses form in "
"Odoo Expenses."
msgstr ""
"La ventana emergente Buscar:Categoría que aparece en un formulario de gastos"
" en blanco en Gastos de Odoo"
#: ../../content/applications/sales/sales/invoicing/expense.rst:69
msgid ""
"For this sample workflow, which will reinvoice a customer for a brief hotel "
"stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& "
"ACC] Travel \\& Accommodation`."
msgstr ""
"Para este flujo de trabajo de ejemplo volveremos a facturar a un cliente por"
" una estancia corta en un hotel, la categoría que usaremos para este ejemplo"
" es :guilabel:`Viáticos`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:73
msgid ""
"The following example requires the *Sales*, *Accounting*, and *Expense* apps"
" to view/modify all the fields mentioned during the workflow."
msgstr ""
"El siguiente ejemplo requiere que se instalen las aplicaciones *Ventas*, "
"*Contabilidad* y *Gastos* para ver o modificar todos los campos mencionados "
"en el flujo de trabajo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:76
msgid ""
"Beneath the :guilabel:`Category` field, enter in the amount to be expensed "
"in the :guilabel:`Total` field."
msgstr ""
"En el campo :guilabel:`Categoría` ingrese la cantidad que se meterá a gastos"
" en el campo :guilabel:`Total`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:79
msgid ""
"Next, designate if there are any :guilabel:`Included taxes` in the "
":guilabel:`Total`. If a preconfigured tax amount is selected from the "
":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, "
"based on the amount entered in the :guilabel:`Total` field."
msgstr ""
"Ahora, designe si hay :guilabel:`impuestos incluidos` en el "
":guilabel:`Total`. Si selecciona una cantidad de impuestos preconfigurada en"
" el campo :guilabel:`impuestos incluidos`, Odoo calcula la cantidad de "
"impuestos de manera automática según la cantidad ingresada en el campo "
":guilabel:`Total`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:83
msgid ""
"Then, choose which :guilabel:`Employee` was responsible for the expense, and"
" choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to "
"reimburse)` or :guilabel:`Company`."
msgstr ""
"Después, seleccione qué :guilabel:`Empleado` fue el responsable de los "
"gastos y seleccione una opción en el campo :guilabel:`Pagado por`, ya sea "
":guilabel:`Empleado (por reembolsar)` o :guilabel:`Empresa`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:86
msgid ""
"In this case, our employee paid for the hotel with their own money, so the "
":guilabel:`Employee (to reimburse)` option is chosen."
msgstr ""
"En este caso, el empleado pagará el hotel con su propio dinero, por lo que "
"seleccionaremos la opción :guilabel:`Empleado (por reembolsar)`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:89
msgid ""
"On the right-hand side of the expenses form, the option to add a "
":guilabel:`Bill Reference` is available. Beneath that, the auto-populated "
":guilabel:`Expense Date` and :guilabel:`Account` fields are available."
msgstr ""
"En el lado derecho del formulario de gastos, tendrá la opción para agregar "
"una :guilabel:`Factura de referencia`. Debajo de eso, podrá ver los campos "
":guilabel:`Fecha del gasto` y :guilabel:`Cuenta`, los cuales se llenan de "
"manera automática."
#: ../../content/applications/sales/sales/invoicing/expense.rst:94
msgid ""
"The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, "
"if needed."
msgstr ""
"Si lo necesita, es posible modificar los campos :guilabel:`Fecha del gasto` "
"y :guilabel:`Cuenta` si lo desea."
#: ../../content/applications/sales/sales/invoicing/expense.rst:96
msgid ""
"Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field "
"to reveal a drop-down menu. From this drop-down menu, select the appropriate"
" sales order to which this expense should be attached. This field **must** "
"be filled, in order to reinvoice a customer for an expense."
msgstr ""
"Después, seleccione el campo :guilabel:`Cliente al que se le va a volver a "
"facturar` para ver un menú desplegable desde el cual podrá seleccionar una "
"orden de ventas apropiada a la que se debe de adjuntar este gasto. **Debe** "
"llenar este campo para poder facturarle el gasto al cliente."
#: ../../content/applications/sales/sales/invoicing/expense.rst:100
msgid ""
"Lastly, the option to modify the :guilabel:`Analytic Distribution` and "
":guilabel:`Company` fields are available. These fields are *not* required to"
" complete a reinvoiced expense to a customer, but are available to modify, "
"if needed."
msgstr ""
"Finalmente, tendrá la opción de modificar los campos :guilabel:`Distribución"
" analítica` y :guilabel:`Empresa`. Estos campos *no* son necesarios para "
"terminar de facturarle un gasto al cliente, pero igual los puede modificar "
"si así lo desea."
#: ../../content/applications/sales/sales/invoicing/expense.rst:104
msgid ""
"Also, at the bottom of the expense form, there is a :guilabel:`Notes...` "
"section, wherein any notes related to this expense can be added, if needed."
msgstr ""
"Al final del formulario de gastos hay una sección de :guilabel:`Notas...` en"
" la que puede agregar cualquier nota relacionada a este gasto si así lo "
"necesita."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "A filled out expenses form in the Odoo Expenses application."
msgstr "Un formulario de gastos lleno en la aplicación Gastos de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:111
msgid ""
"At the top of the expense form, there are buttons to :guilabel:`Attach "
"Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`."
msgstr ""
"En la parte superior del formulario de gastos hay botones para "
":guilabel:`Adjuntar recibo`, :guilabel:`Crear reporte` y :guilabel:`Dividir "
"gastos`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:114
msgid ""
"If there is a physical or digital receipt that should be attached to the "
"expense, click :guilabel:`Attach Receipt`."
msgstr ""
"Si hay un recibo físico o digital que se debe adjuntar a este gasto, haga "
"clic en :guilabel:`Adjuntar recibo`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:117
msgid ""
"If the cost of this expense needs to be split, click :guilabel:`Split "
"Expense`. This feature can be used for a number of reasons (spitting expense"
" with another employee, to accommodate different tax rates, etc.)."
msgstr ""
"Si es necesario dividir el costo del recibo, haga clic en :guilabel:`Dividir"
" gasto`. Puede usar esta función para varias cosas, como dividir los gastos "
"con otro empleado, ajustar diferentes tasas de impuestos, etc."
#: ../../content/applications/sales/sales/invoicing/expense.rst:121
msgid ""
"If neither of these options are necessary, click :guilabel:`Create Report` "
"to lock in the expense report that was just configured."
msgstr ""
"Si ninguna de estas opciones son necesarias, haha clic en :guilabel:`Crear "
"reporte` para bloquear el reporte de gastos que acaba de configurar."
#: ../../content/applications/sales/sales/invoicing/expense.rst:124
msgid ""
"Doing so reveals an :guilabel:`Expense Report Summary` for the new expense."
msgstr ""
"Así se mostrará un :guilabel:`Resumen del reporte de gastos` para el gasto "
"nuevo."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "An expense report summary in the Odoo Expenses application."
msgstr "Un resumen del reporte de gastos en la aplicación Gastos de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:130
msgid ""
"Here, once the details related to the expense have been confirmed, click "
":guilabel:`Submit to Manager`. This sends the expense report to the "
"approving manager, who will review the expense."
msgstr ""
"Ya que confirmó los detalles relacionados al gasto, haga clic en "
":guilabel:`Enviar al gerente`. Así el reporte de gastos se enviará al "
"gerente para que lo revise y lo apruebe."
#: ../../content/applications/sales/sales/invoicing/expense.rst:133
msgid ""
"The manager in charge of reviewing and approving the expense will inspect "
"the details related to the expense, and if there are no issues, they will "
"click the :guilabel:`Approve` button — which *only* appears on the manager's"
" view of the :guilabel:`Expense Report Summary` that's been submitted to the"
" manager by the employee."
msgstr ""
"El gerente a cargo de revisar y aprobar el gasto verá los detalles "
"relacionados al gasto y, si no hay problemas, hará clic en el botón "
":guilabel:`Aprobar`, el cual solo aparece en la vista del gerente en el "
":guilabel:`Resumen del reporte de gastos` que el empleado le envió al "
"gerente."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"An expense report summary that a manager will approve with an Approve "
"button."
msgstr ""
"Un resumen de reporte de gastos que el gerente aprobará con el botón "
"Aprobar."
#: ../../content/applications/sales/sales/invoicing/expense.rst:142
msgid ""
"Once approved, the buttons at the top of the :guilabel:`Expense Report "
"Summary` change once again. At this point, the buttons at the top of the "
":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, "
":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset"
" to Draft`."
msgstr ""
"Una vez que lo apruebe, los botones ubicados en la parte superior del "
":guilabel:`resumen del reporte de gastos` vuelven a cambiar. Los botones que"
" ahora aparecen son: :guilabel:`Publicar asientos contables`, "
":guilabel:`Reportar en el siguiente recibo de nómina`, :guilabel:`Rechazar` "
"y :guilabel:`Restablecer a borrador`."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"An expense report summary with post journal entries button at the top of the"
" form."
msgstr ""
"Un resumen de reporte de gastos con el botón de publicar asientos de diario "
"en la parte superior del formulario."
#: ../../content/applications/sales/sales/invoicing/expense.rst:151
msgid ""
"When the manager is satisfied with the :guilabel:`Expense Report Summary`, "
"they'll click :guilabel:`Post Journal Entries`."
msgstr ""
"Cuando el gerente esté satisfecho con el :guilabel:`Resumen de reporte de "
"gastos`, hará clic en :guilabel:`Publicar asientos de diario`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:154
msgid ""
"Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and "
"the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab "
"is filled with the sales order that was initially configured to the expense "
"in the :guilabel:`Customer to Reinvoice` field."
msgstr ""
"Al hacer clic en :guilabel:`Publicar asientos de diario`, el botón "
"desaparecerá y la columna :guilabel:`Distribución analítica` en la pestaña "
":guilabel:`Gasto` se llenará con la orden de venta que se configuró al "
"inicio en el campo :guilabel:`Cliente al que se le volverá a facturar` del "
"gasto"
#: ../../content/applications/sales/sales/invoicing/expense.rst:159
msgid ""
"By default, the :guilabel:`Customer to Reinvoice` field is enabled for the "
":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] "
"Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` "
"expense category."
msgstr ""
"El campo :guilabel:`Cliente al que se le va a volver a facturar` está "
"habilitado de forma predeterminada para las categorías de gastos "
":guilabel:`[TRANSP. Y ALOJ.] Viajes y alojamiento`, :guilabel:`[COM] "
"Comunicación`, :guilabel:`[ALIMENTOS] Comidas` y :guilabel:`[KIL] "
"Kilometraje`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:163
msgid ""
"It should be noted that **not** all of the default expense categories that "
"come installed with the *Expenses* application have reinvoicing policies "
"activated. The setting may have to be manually activated."
msgstr ""
"Tome en cuenta que **no** todas las categorías de gastos predeterminadas que"
" vienen instaladas con la aplicación *Gastos* tienen las políticas de "
"refacturación activadas. Es posible que deba activar esta configuración de "
"forma manual."
#: ../../content/applications/sales/sales/invoicing/expense.rst:167
msgid ""
"To do that, navigate to :menuselection:`Expenses app --> Configuration --> "
"Expenses Categories` to view a list of all expense categories in the "
"database."
msgstr ""
"Para ello, vaya a :menuselection:`Gastos --> Configuración --> Categorías de"
" gastos`. Allí aparecerá una lista con todas las categorías de gastos en la "
"base de datos."
#: ../../content/applications/sales/sales/invoicing/expense.rst:170
msgid ""
"Look in the :guilabel:`Re-Invoice Expenses` column to see which selections "
"have been made for each expense category."
msgstr ""
"Vaya a la columna :guilabel:`Volver a facturar los gastos` para ver las "
"selecciones realizadas para cada categoría de gastos."
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
msgid ""
"The Re-Invoice Expenses column on the Expense Categories page in the Odoo "
"Expenses app."
msgstr ""
"La columna \"Volver a facturar gastos\" en la página Categorías de gastos en"
" la aplicación Gastos de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:177
msgid ""
"To modify an expense category, click the :icon:`fa-arrow-right` "
":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that "
"specific expense from."
msgstr ""
"Para modificar una categoría de gastos, haga clic en el :icon:`fa-arrow-"
"right` :guilabel:`(flecha hacia la derecha)` del campo :guilabel:`Categoría`"
" para abrir esa en específico."
#: ../../content/applications/sales/sales/invoicing/expense.rst:180
msgid ""
"Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice "
"Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales "
"price`."
msgstr ""
"En el campo :guilabel:`Volver a facturar gastos`, de la sección "
":guilabel:`Facturación`, seleccione :guilabel:`Al costo` o :guilabel:`Precio"
" de venta`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
msgid ""
"The Re-Invoice Expenses field on an Expense Category form in the Odoo "
"Expenses app."
msgstr ""
"El campo \"Volver a facturar gastos\" en el formulario Categoría de gasto en"
" la aplicación Gastos de Odoo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:188
msgid "Reinvoice expense"
msgstr "Volver a facturar gastos"
#: ../../content/applications/sales/sales/invoicing/expense.rst:190
msgid ""
"With those steps completed, it's time to return to the sales order to "
"complete the reinvoice of the expense to the customer."
msgstr ""
"Una vez que haya completado estos pasos, vuelva a la orden de venta para "
"terminar de volver a facturar al cliente."
#: ../../content/applications/sales/sales/invoicing/expense.rst:193
msgid ""
"To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, "
"and select the appropriate sales order that should be reinvoiced for the "
"expense."
msgstr ""
"Para hacer eso, vaya al :menuselection:`tablero principal de Odoo --> "
"aplicación Ventas`, y seleccione la orden de venta correspondiente que se "
"debe volver a facturar por el gasto."
#: ../../content/applications/sales/sales/invoicing/expense.rst:196
msgid ""
"On the sales form, the newly-configured expense is now in the "
":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled "
"in, and ready to be invoiced."
msgstr ""
"En el formulario de ventas, el gasto recién configurado ahora se encuentra "
"en la pestaña :guilabel:`líneas de la orden`, con la columna "
":guilabel:`entregado` completada y listo para ser facturado."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A sales order with the configured expense ready to be invoiced in the Order "
"Lines tab."
msgstr ""
"Una orden de venta con el gasto configurado listo para su facturación en la "
"pestaña de líneas de la orden."
#: ../../content/applications/sales/sales/invoicing/expense.rst:203
msgid ""
"After confirming the details of the expense, click :guilabel:`Create "
"Invoice` at the top of the sales order. When clicked, a :guilabel:`Create "
"invoices` pop-up window appears."
msgstr ""
"Después de confirmar los detalles del gasto, haga clic en :guilabel:`crear "
"factura` en la parte superior de la orden de venta. Cuando haga clic, "
"aparecerá una ventana emergente de :guilabel:`crear factura`."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A create invoices pop-up window that appears when the Create Invoice is "
"clicked."
msgstr ""
"Una ventana emergente de crear facturas que aparece cuando se hace clic en "
"crear factura."
#: ../../content/applications/sales/sales/invoicing/expense.rst:210
msgid ""
"From this pop-up window, leave the :guilabel:`Create Invoice` field on the "
"default :guilabel:`Regular invoice` option, and click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
"Desde esta ventana emergente, deje el campo :guilabel:`crear factura` en la "
"opción predeterminada de :guilabel:`factura regular` y haga clic en "
":guilabel:`crear borrador de factura`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:213
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the "
"expense in the :guilabel:`Invoice Lines` tab."
msgstr ""
"Haciendo esto se revela un :guilabel:`borrador de factura del cliente` que "
"muestra *solo* el gasto en la pestaña :guilabel:`líneas de factura`."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A customer invoice draft with the expense in the Invoice Lines tab of the "
"form."
msgstr ""
"Un borrador de factura de cliente con el gasto en la pestaña líneas de "
"factura del formulario."
#: ../../content/applications/sales/sales/invoicing/expense.rst:220
msgid ""
"If all the information related to the expense is correct, click "
":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the"
" invoice from :guilabel:`Draft` to :guilabel:`Posted`."
msgstr ""
"Si toda la información relacionada con el gasto es correcta, haga clic en "
":guilabel:`confirmar` para confirmar la factura. Al hacerlo, se cambiará el "
"estado de la factura de :guilabel:`borrador` a :guilabel:`registrado`."
#: ../../content/applications/sales/sales/invoicing/expense.rst:223
msgid ""
"To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing"
" so reveals a :guilabel:`Send` pop-up window, with a preconfigured message "
"and PDF invoice in the body of the message. The message can be reviewed and "
"modified, if needed."
msgstr ""
"Si desea enviar la factura al cliente, haga clic en :guilabel:`enviar e "
"imprimir`. Al hacerlo, se mostrará la ventana emergente :guilabel:`Enviar`, "
"con un mensaje preconfigurado y la factura en formato PDF en el cuerpo del "
"mensaje. Puede revisar y modificar el mensaje si es necesario."
#: ../../content/applications/sales/sales/invoicing/expense.rst:227
msgid ""
"Once ready, click :guilabel:`Send \\& Print` to send the invoice to the "
"customer. When clicked, the pop-up window disappears, and Odoo sends the "
"message/invoice to the customer. Additionally, a PDF of the invoice is "
"automatically downloaded for record-keeping and/or printing purposes."
msgstr ""
"Una vez listo, haga clic en :guilabel:`enviar e imprimir` para enviar la "
"factura al cliente. Cuando haga clic, la ventana emergente desaparecerá y "
"Odoo enviará el mensaje/factura al cliente. Además, se descargará "
"automáticamente un PDF de la factura con fines de registro y/o impresión."
#: ../../content/applications/sales/sales/invoicing/expense.rst:231
msgid ""
"Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register "
"Payment` button when the customer pays for the invoiced expense."
msgstr ""
"Vuelva a la :guilabel:`factura del cliente` y haga clic en el botón "
":guilabel:`registrar pago` cuando el cliente pague el gasto facturado."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid ""
"A customer invoice with the register payment button ready to be clicked."
msgstr ""
"Una factura de cliente con el botón de pago del registro listo para que se "
"haga clic."
#: ../../content/applications/sales/sales/invoicing/expense.rst:238
msgid ""
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
" pop-up window appears. In this pop-up window, the necessary fields are "
"auto-populated with the correct information. After reviewing the "
"information, click :guilabel:`Create Payment`."
msgstr ""
"Si hace clic en :guilabel:`registrar pago`, aparecerá la ventana emergente "
":guilabel:`registrar pago`. En esta ventana emergente, los campos necesarios"
" se autocompletarán con la información correcta. Después de revisar la "
"información, haga clic en :guilabel:`crear pago`."
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
msgid "A register payment pop-up window on a customer invoice in Odoo Sales."
msgstr ""
"Una ventana emergente de registro de pago en una factura de cliente en la "
"aplicación Ventas."
#: ../../content/applications/sales/sales/invoicing/expense.rst:246
msgid ""
"Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, "
"and a green :guilabel:`In Payment` banner is in the upper-right corner of "
"the invoice, signifying this invoice is paid for in full. Thus, completing "
"the workflow."
msgstr ""
"Una vez que se hace clic en :guilabel:`crear pago`, la ventana emergente "
"desaparecerá y aparecerá un listón verde con la leyenda :guilabel:`en "
"proceso de pago` en la esquina superior derecha de la factura, lo que indica"
" que esta factura está pagada en su totalidad. De esta manera, se completa "
"el flujo de trabajo."
#: ../../content/applications/sales/sales/invoicing/expense.rst:256
#: ../../content/applications/sales/sales/invoicing/milestone.rst:236
msgid ":doc:`time_materials`"
msgstr ":doc:`time_materials`"
#: ../../content/applications/sales/sales/invoicing/expense.rst:257
msgid ":doc:`milestone`"
msgstr ":doc:`milestone`"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
msgid "Invoice based on delivered or ordered quantities"
msgstr "Facturar por cantidades entregadas u ordenadas"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
msgid ""
"Different business policies might require different options for invoicing:"
msgstr ""
"Diferentes políticas empresariales pueden necesitar distintas opciones para "
"facturar:"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
msgid ""
"The *Invoice what is ordered* rule is used as the default mode in Odoo "
"*Sales*, which means customers are invoiced once the sales order is "
"confirmed."
msgstr ""
"La regla *Facturar lo ordenado* se utiliza de modo predeterminado en la "
"aplicación Ventas de Odoo, lo cual significa que se facturará a los clientes"
" cuando se confirme la orden de venta."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9
msgid ""
"The *Invoice what is delivered* rule invoices customers once the delivery is"
" done. This rule is often used for businesses that sell materials, liquids, "
"or food in large quantities. In these cases, the ordered quantity may differ"
" slightly from the delivered quantity, making it preferable to invoice the "
"quantity actually delivered."
msgstr ""
"La regla *Facturar lo entregado* facturará a los clientes cuando se realice "
"la entrega. Por lo general, las empresas que venden materiales, líquidos o "
"alimentos en grandes cantidades utilizan esta regla. En estos casos, la "
"cantidad que se ordenó puede diferir un poco y, por lo tanto, es mejor "
"opción facturar la cantidad que se entregó."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14
msgid ""
"Being able to have different invoicing options provides more flexibility."
msgstr "Tener distintas opciones para facturar proporciona más flexibilidad."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17
msgid "Invoicing policy features"
msgstr "Funciones para la política de facturación"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
msgid ""
"To activate the necessary invoicing policy features, go to "
":menuselection:`Sales app --> Configuration --> Settings`, and under the "
":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: "
":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is "
"delivered`."
msgstr ""
"Para activar las funciones necesarias para la política de facturación, vaya "
"a la aplicación :menuselection:`Ventas --> Configuración --> Ajustes`. En la"
" sección :guilabel:`Facturación`, elija una regla para la "
":guilabel:`política de facturación`, puede ser :guilabel:`facturar lo "
"ordenado` o :guilabel:`facturar lo entregado`."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
msgid "Choosing an invoicing policy on Odoo Sales."
msgstr ""
"Seleccionar una política de facturación en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29
msgid ""
"If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** "
"possible to activate the :guilabel:`Automatic Invoice` feature, which "
"automatically generates invoices when an online payment is confirmed."
msgstr ""
"Si elige la regla :guilabel:`facturar lo entregado`, entonces **no** será "
"posible activar la función de :guilabel:`facturación automática` que se "
"encarga de generar facturas de forma automática cuando se confirma un pago "
"en línea."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34
msgid "Invoicing policy on product form"
msgstr "Política de facturación en un formulario de producto"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36
msgid ""
"On any product page, via the :menuselection:`Sales app --> Products --> "
"Products dashboard`, locate the :guilabel:`Invoicing Policy` option located "
"under the :guilabel:`General Information` tab. It can be changed manually "
"using the drop-down menu."
msgstr ""
"En la página de cualquier producto, desde la aplicación "
":menuselection:`Ventas --> Productos --> tablero de Productos`, localice la "
"opción :guilabel:`Política de facturación` en la pestaña de "
":guilabel:`Información general`. Puede seleccionar otra política al hacer "
"clic en el menú desplegable. "
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
msgid "How to change your invoicing policy on a product form on Odoo Sales."
msgstr ""
"Cómo cambiar la política de facturación en un formulario de producto en la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45
msgid "Impact on sales flow"
msgstr "Impacto en el flujo de ventas"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47
msgid ""
"In Odoo *Sales*, the basic sales flow starts with the creation of a "
"quotation. Then, that quotation is sent to a customer. Next, it needs to be "
"confirmed, which turns the quotation into a sales order. This, in turn, "
"creates an invoice."
msgstr ""
"El flujo de ventas básico en la aplicación *Ventas* inicia con la creación "
"de una cotización que se envía a un cliente. Al confirmarse, se convierte en"
" una orden de venta y esto, a su vez, crea una factura."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
msgid ""
"The following is a breakdown of how invoicing policy rules impact the "
"aforementioned sales flow:"
msgstr ""
"A continuación verá cómo es que las reglas de la política de facturación "
"afectan el flujo de ventas mencionado:"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53
msgid ""
":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An "
"invoice is created as soon as a sale is confirmed."
msgstr ""
":guilabel:`Facturar lo ordenado`: no produce ningún impacto en un flujo de "
"ventas básico y se crea una factura al momento de confirmar una venta."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55
msgid ""
":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because "
"the delivered quantity needs to be manually entered on the sales order. Or, "
"the *Inventory* app can be installed and used to confirm the delivered "
"quantity before creating an invoice with the *Sales* app."
msgstr ""
":guilabel:`Facturar lo entregado`: produce un impacto menor en un flujo de "
"ventas, ya que debe ingresar la cantidad entregada manualmente a la orden de"
" ventas. También puede instalar la aplicación *Inventario* y utilizarla para"
" confirmar la cantidad entregada antes de crear una factura con la "
"aplicación *Ventas*."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60
msgid ""
"If a user attempts to create an invoice without validating the delivered "
"quantity, the following error message appears: :guilabel:`There is no "
"invoiceable line. If a product has a Delivered quantities invoicing policy, "
"please make sure that a quantity has been delivered.`"
msgstr ""
"Si un usuario intenta crear una factura sin validar la cantidad entregada, "
"aparecerá el siguiente mensaje de error: :guilabel:`No hay línea facturable."
" Si un producto tiene una política de facturación basada en la cantidad "
"recibida, asegúrese de que se haya recibido una cantidad.`"
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
msgid ""
"If Delivered Quantities invoicing policy is chosen, ensure a quantity has "
"been delivered."
msgstr ""
"Si selecciona la política de facturación por cantidades entregadas, "
"asegúrese de que se entregó alguna cantidad."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69
msgid ""
"Once a quotation is confirmed, and the status changes from "
":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and "
"invoiced quantities are available to view, directly from the sales order. "
"This is true for both invoicing policy rule options."
msgstr ""
"Una vez que una cotización está confirmada y su estado cambia de "
":guilabel:`cotización enviada` a :guilabel:`orden de ventas` podrá ver las "
"cantidades entregadas y facturadas desde la orden de ventas. Esto ocurre en "
"cualquiera de las dos opciones de las reglas para la política de "
"facturación."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
msgid "How to see your delivered and invoiced quantities on Odoo Sales."
msgstr ""
"Cómo ver las cantidades entregadas y facturadas en la aplicación Ventas de "
"Odoo."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77
msgid ""
"Odoo automatically adds the quantities to the invoice, both "
":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial "
"delivery, when the quotation is confirmed."
msgstr ""
"Cuando se confirma la cotización, Odoo agrega las cantidades "
":guilabel:`entregadas` y :guilabel:`facturadas` a la factura en automático, "
"incluso al realizar una entrega parcial."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
msgid ""
"Finally, there are a few different options to create an invoice: "
":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or "
":guilabel:`Down payment (fixed amount)`."
msgstr ""
"Por último, existen varias opciones distintas para crear una factura, como "
":guilabel:`factura normal`, :guilabel:`anticipo (porcentaje)` o "
":guilabel:`anticipo (importe fijo)`."
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84
msgid ""
"Be sure to check out the documentation explaining down payment options to "
"learn more: :doc:`/applications/sales/sales/invoicing/down_payment`"
msgstr ""
"Para obtener más información sobre las opciones para anticipos, consulte la "
"siguiente documentación: "
":doc:`/applications/sales/sales/invoicing/down_payment`"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
msgid "Invoice project milestones"
msgstr "Facturar objetivos de proyecto"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
msgid ""
"Invoicing based on project milestones can be used for expensive or large-"
"scale projects. The series of milestones in a project represent a clear "
"sequence of work that will inevitably result in the completion of a project "
"and/or contract."
msgstr ""
"La facturación basada en hitos del proyecto se puede utilizar para proyectos"
" costosos o de gran escala. La serie de hitos en un proyecto representa una "
"secuencia clara de trabajo que inevitablemente resultará en la finalización "
"de un proyecto y/o contrato."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:9
msgid ""
"This method of invoicing ensures the company gets a consistent flow of money"
" throughout the lifetime of the project. Customers can closely monitor every"
" phase of the project's development as it happens, in addition to paying a "
"large bill in several installments, instead of all at once."
msgstr ""
"Este método de facturación garantiza que la empresa obtenga un flujo "
"constante de dinero durante toda la vida del proyecto. Los clientes pueden "
"monitorear de cerca cada fase del desarrollo del proyecto a medida que "
"ocurre, además de pagar una gran factura en varias cuotas, en lugar de todo "
"de una vez."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:14
msgid "Create milestone products"
msgstr "Crear productos de objetivo"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:16
msgid ""
"In Odoo, each milestone of a project is considered as an individual product."
msgstr ""
"En Odoo, cada objetivo de un proyecto se considera como un producto "
"individual."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
msgid ""
"To create and/or configure products to work like this, first navigate to "
":menuselection:`Sales app --> Products --> Products`. Then, click on a "
"product, or create a new one by clicking :guilabel:`New`."
msgstr ""
"Para crear y/o configurar productos para que funcionen de esta manera, "
"primero vaya a la aplicación :menuselection:`Ventas --> Productos --> "
"Productos`. Luego, haga clic en un producto, o cree uno nuevo mediante el "
"botón :guilabel:`Nuevo`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:22
msgid ""
"The option to invoice based on milestones is only available for certain "
"product types."
msgstr ""
"La opción de facturar según los objetivos solo está disponible para ciertos "
"tipos de productos."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:24
msgid ""
"On the product form, under the :guilabel:`General Information` tab, the "
":guilabel:`Product Type` field *must* be set on any of the following "
"options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event "
"Booth`, or :guilabel:`Course`."
msgstr ""
"En el formulario del producto, debajo de la pestaña :guilabel:`información "
"general`, el campo :guilabel:`tipo de producto` *debe* establecerse en una "
"de las siguientes opciones: :guilabel:`servicio`, :guilabel:`boleto de "
"evento`, :guilabel:`estand de evento` o :guilabel:`curso`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The invoicing policy field drop-down menu with options on product form."
msgstr ""
"El menú desplegable del campo de política de facturación con opciones en el "
"formulario de producto."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:32
msgid ""
"With any of those :guilabel:`Product Type` options selected, choose "
":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-"
"down menu."
msgstr ""
"Con cualquiera de esas opciones de :guilabel:`tipo de producto` "
"seleccionadas, elija :guilabel:`según los objetivos` del menú desplegable "
":guilabel:`política de facturación`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:39
msgid "Beneath that is the :guilabel:`Create on Order` field."
msgstr "Debajo de eso está el campo :guilabel:`crear en orden`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:41
msgid ""
"To ensure workflows are as seamless as possible, it is recommended that an "
"option in the :guilabel:`Create on Order` field is selected."
msgstr ""
"Para garantizar que los flujos de trabajo sean lo más fluidos posible, se "
"recomienda seleccionar una opción en el campo :guilabel:`crear en orden`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:45
msgid ""
"Leaving it on the default :guilabel:`Nothing` option won't negatively affect"
" the desired workflow. However, a project *must* then be created directly "
"from a sales order form with that specific product. Once a project is "
"created *then* milestones and tasks can be created and configured."
msgstr ""
"Dejarlo en la opción predeterminada :guilabel:`Nada` no afectará "
"negativamente el flujo de trabajo deseado. Sin embargo, *debe* crear un "
"proyecto directamente desde un formulario de orden de venta con ese producto"
" específico. Una vez que crea un proyecto, *entonces* se pueden crear y "
"configurar objetivos y tareas."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:50
msgid ""
"When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` "
"is clicked, a drop-down menu is revealed with the following options:"
msgstr ""
"Una vez que haga clic en la opción predeterminada :guilabel:`crear en orden`"
" de :guilabel:`Nada`, verá un menú desplegable con las siguientes opciones:"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:53
msgid ""
":guilabel:`Task`: Odoo creates a task related to this milestone product in "
"the *Projects* app when this specific product is ordered."
msgstr ""
":guilabel:`Tarea:`: Odoo crea una tarea relacionada con este producto de "
"objetivo en la aplicación *Proyecto* cuando se realiza una orden con este "
"producto específico."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:55
msgid ""
":guilabel:`Project \\& Task`: Odoo creates a project and task related to "
"this milestone product in the *Projects* app when this specific product is "
"ordered."
msgstr ""
":guilabel:`Proyecto y tarea:`: Odoo crea un proyecto y una tarea relacionada"
" con este producto de objetivo en la aplicación *Proyecto* cuando se realiza"
" una orden con este producto específico."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:57
msgid ""
":guilabel:`Project`: Odoo creates a project related to this milestone "
"product in the *Projects* app when this specific product is ordered."
msgstr ""
":guilabel:`Proyecto:`: Odoo crea un proyecto relacionado con este producto "
"de objetivo en la aplicación *Proyecto* cuando se realiza una orden con este"
" producto específico."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:60
msgid ""
"When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In "
"this field, select to which existing project in the *Projects* app this "
"created task should be connected."
msgstr ""
"Si selecciona :guilabel:`Tarea`, aparecerá el campo :guilabel:`Proyecto`. En"
" este campo, seleccione a qué proyecto existente en la aplicación "
"*Proyectos* debe estar conectada esta tarea creada."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Project field appears when the Task option is selected in Create on "
"Order field."
msgstr ""
"El campo Proyecto aparece cuando se selecciona la opción Tarea en el campo "
"Crear en Orden."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:67
msgid ""
"When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two "
"new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace "
"Template`."
msgstr ""
"Si selecciona :guilabel:`proyecto y tarea` o :guilabel:`proyecto`, "
"aparecerán dos nuevos campos: :guilabel:`plantilla de proyecto` y "
":guilabel:`plantilla de espacio de trabajo`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Project template and workspace template fields that appear on milestone "
"product."
msgstr ""
"El campo de plantilla de proyecto y el campo de plantilla de espacio de "
"trabajo que aparecen en el producto de objetivo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:74
msgid ""
"The :guilabel:`Project Template` field provides template options to use for "
"the project that will be created when this specific product is ordered."
msgstr ""
"El campo :guilabel:`plantilla de proyecto` proporciona opciones de plantilla"
" para usar en el proyecto que se creará cuando se ordene este producto "
"específico."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:77
msgid ""
"The :guilabel:`Workspace Template` field provides template options to use "
"for the workspace (for the *Documents* app, not the *Projects* app) that "
"will be automatically generated for the project when this specific product "
"is ordered."
msgstr ""
"El campo :guilabel:`plantilla de espacio de trabajo` proporciona opciones de"
" plantilla para usar en el espacio de trabajo (en la aplicación "
"*Documentos*, no la aplicación *Proyecto*) que se generará automáticamente "
"para el proyecto cuando se ordene este producto específico."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:82
msgid ""
"For organizational purposes, click the :guilabel:`Sales` tab on the product "
"form, and enter a custom 'Milestone' related descriptor in the "
":guilabel:`Sales Description` field. This information appears in the "
":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the "
"sales order."
msgstr ""
"Para fines organizativos, haga clic en la pestaña :guilabel:`Ventas` en el "
"formulario del producto y escriba una descripción personalizada relacionada "
"con los 'objetivos' en el campo :guilabel:`descripción de ventas`. Esta "
"información aparece en la columna :guilabel:`descripción` en la pestaña "
":guilabel:`líneas de la orden` de la orden de ventas."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:87
msgid ""
"Or, directly edit/modify the :guilabel:`Description` field on the "
":guilabel:`Order Lines` tab of the sales order."
msgstr ""
"También puede editar/modificar directamente el campo :guilabel:`descripción`"
" en la pestaña :guilabel:`líneas de la orden` de la orden de venta."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:90
msgid "This is *not* a requirement."
msgstr "Esto *no* es un requisito."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:93
msgid "Invoice milestones"
msgstr "Facturar objetivos"
#: ../../content/applications/sales/sales/invoicing/milestone.rst:96
msgid ""
"The following flow features a trio of milestone products that have "
":guilabel:`Service` set as their :guilabel:`Product Type`, and "
":guilabel:`Task` set on their :guilabel:`Create on Order` field."
msgstr ""
"El siguiente flujo presenta un trío de productos de objetivo que tienen "
":guilabel:`Servicio` establecido como su :guilabel:`tipo de producto` y "
":guilabel:`tarea` establecida en su campo :guilabel:`crear en orden`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:0
msgid ""
"Product with Service \"Product Type\" and \"Task\" in the Create on Order "
"field on form."
msgstr ""
"Producto con tipo de producto \"servicio\" y \"tarea\" en el campo crear en "
"la orden del formulario."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:104
msgid ""
"Those tasks are then attached to a pre-existing :guilabel:`Project`, which, "
"in this case, is titled, :guilabel:`Rebranding Projects`."
msgstr ""
"Esas tareas se adjuntan a un :guilabel:`proyecto` preexistente, que en este "
"caso se titula :guilabel:`proyectos de cambio de marca`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:107
msgid ""
"To invoice milestones, create a sales order with the milestone product(s). "
"To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a "
"blank quotation form."
msgstr ""
"Si desea facturar objetivos, cree una orden de venta con los productos del "
"objetivo. Para hacerlo, vaya a la aplicación :menuselection:`Ventas --> "
"Nuevo`. Al hacerlo, se mostrará un formulario vacío de cotización."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:110
msgid ""
"From this quotation form, add a :guilabel:`Customer`. Then, click "
":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the "
"milestone product(s) to the :guilabel:`Order Lines` tab."
msgstr ""
"Desde este formulario de cotización, agregue un :guilabel:`cliente`. Luego, "
"haga clic en :guilabel:`agregar un producto` en la pestaña :guilabel:`líneas"
" de la orden`. A continuación, agregue los productos de objetivo a la "
"pestaña :guilabel:`líneas de la orden`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:113
msgid ""
"Once the corresponding milestone product(s) have been added, click "
":guilabel:`Confirm` to confirm the order, which turns the quotation into a "
"sales order."
msgstr ""
"Una vez que haya agregado los productos correspondientes al objetivo, haga "
"clic en :guilabel:`confirmar` para confirmar la orden, esta acción convierte"
" la cotización en una orden de venta."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:116
msgid ""
"When the order is confirmed, new smart buttons appear at the top of the "
"sales order based on what was selected in the :guilabel:`Create on Order` "
"field on the product form."
msgstr ""
"Al confirmar la orden, aparecerán nuevos botones inteligentes en la parte "
"superior de la orden de venta según lo seleccionado en el campo "
":guilabel:`crear en la orden` en el formulario del producto."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:119
msgid ""
"From the sales order, click the :guilabel:`Milestones` smart button. Doing "
"so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add"
" milestones."
msgstr ""
"En la orden de venta, haga clic en el botón inteligente "
":guilabel:`objetivos`. Al hacerlo, se mostrará una página en blanco de "
":guilabel:`objetivos`. Haga clic en :guilabel:`nuevo` para agregar "
"objetivos."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid "Adding milestones to a sales order with milestone products."
msgstr "Agregar objetivos a una orden de venta con productos de objetivos."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:126
msgid ""
"Enter a :guilabel:`Name` for the milestone. Next, apply it to the "
"corresponding :guilabel:`Sales Order Item`. Lastly, assign a "
":guilabel:`Deadline` to the milestone, if desired."
msgstr ""
"Ingrese un :guilabel:`nombre` para el objetivo. A continuación, aplíquelo al"
" :guilabel:`artículo en la orden de venta` correspondiente. También puede "
"asignar una :guilabel:`fecha límite` al objetivo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:129
msgid "Repeat that process for all milestone sales order items."
msgstr ""
"Repite ese proceso para todos los elementos de la orden de venta de "
"objetivos."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:131
msgid ""
"Then, return to the sales order, via the breadcrumbs. From the sales order, "
"click the :guilabel:`Tasks` smart button. Doing so reveals a "
":guilabel:`Tasks` page with a task for each sales order item with that "
"option designated in the :guilabel:`Create on Order` field."
msgstr ""
"Luego, regrese a la orden de venta, a través de las migas de pan. En la "
"orden de venta, haga clic en el botón inteligente :guilabel:`tareas`. Al "
"hacerlo, podrá ver la página :guilabel:`tareas` con una tarea para cada "
"artículo de la orden de venta con esa opción designada en el campo "
":guilabel:`crear en la orden`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"Sample tasks page accessed via the smart button from a sales order with "
"milestone products."
msgstr ""
"Página de tareas de muestra accedida a través del botón inteligente desde "
"una orden de venta con productos de objetivo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:139
msgid ""
"To manually assign a configured milestone to a task, click the desired task,"
" which reveals the task form. On the task form, select the appropriate "
"milestone to which this task should be connected, in the "
":guilabel:`Milestone` field."
msgstr ""
"Si desea asignar manualmente un objetivo configurado a una tarea, haga clic "
"en la tarea deseada, lo que revela el formulario de la tarea. En el "
"formulario de la tarea, seleccione el objetivo apropiado al que esta tarea "
"debe estar conectada, en el campo :guilabel:`objetivo` ."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The milestone field on the task form when dealing with milestone products in"
" Odoo Sales."
msgstr ""
"El campo de objetivo en el formulario de tarea al tratar con productos de "
"objetivo en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:147
msgid "Repeat this process for all milestone tasks."
msgstr "Repita este proceso para todas las tareas de objetivo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:149
msgid ""
"With those tasks properly configured, employees log in their progress as "
"they work on the task, in addition to adding any notes related to the task."
msgstr ""
"Si estas tareas están configuradas correctamente, los empleados podrán "
"registrar su progreso mientras trabajan en la tarea, además de agregar "
"cualquier nota relacionada con la tarea."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:152
msgid ""
"Then, when that task is complete, that means that milestone has been "
"reached. At that point, it is time to invoice that milestone."
msgstr ""
"Una vez que esa tarea esté completa, significa que se ha alcanzado ese "
"objetivo. En ese momento, es hora de facturarlo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:155
msgid ""
"To invoice a milestone, first return to the sales order — either via the "
"breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders "
"--> Orders` and picking the appropriate sales order."
msgstr ""
"Si desea facturar un objetivo primero regrese a la orden de venta, ya sea a "
"través de los enlaces de navegación o a través de la aplicación de "
":menuselection:`Ventas -> Órdenes -> Órdenes` y seleccionar la orden de "
"venta correspondiente."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:159
msgid ""
"Back on the sales order form, click the :guilabel:`Milestones` smart button,"
" and check the box in the :guilabel:`Reached` column for that particular "
"task."
msgstr ""
"Vuelva al formulario de la orden de venta, haga clic en el botón inteligente"
" :guilabel:`objetivos` y marque la casilla en la columna "
":guilabel:`alcanzado` para esa tarea en específico."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"What it looks like to mark a milestone as reached via the milestone smart "
"button."
msgstr ""
"Marcar un objetivo como alcanzado a través del botón inteligente de "
"objetivos."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:166
msgid ""
"Next, return to the sales order — either by clicking :guilabel:`View Sales "
"Order` on the :guilabel:`Milestones` page, or via the breadcrumb links."
msgstr ""
"A continuación, regrese a la orden de venta mediante el botón :guilabel:`ver"
" orden de venta` en la página :guilabel:`objetivos`, o a través de los "
"enlaces de navegación."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:169
msgid ""
"Back on the sales order, the line item for the milestone that's been reached"
" has its :guilabel:`Delivered` column filled. That's because the milestone "
"has been reached, and therefore delivered."
msgstr ""
"De nuevo en la orden de venta, el artículo de línea para el objetivo que se "
"ha alcanzado tiene su columna :guilabel:`entregado` completada. Esto se debe"
" a que se ha alcanzado el objetivo y, por lo tanto, se ha entregado."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"A milestone product that's been reached marked as delivered on the sales "
"order in Odoo."
msgstr ""
"Un producto de objetivo que se ha alcanzado y se ha marcado como entregado "
"en la orden de venta en Odoo."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:177
msgid ""
"Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals "
"a :guilabel:`Create invoices` pop-up window."
msgstr ""
"Haga clic en :guilabel:`crear factura` en la esquina superior izquierda. Al "
"hacerlo, se mostrará la ventana emergente :guilabel:`crear facturas`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The create invoices pop-up window that appears when create invoice button is"
" clicked."
msgstr ""
"La ventana emergente 'crear factura' que aparece cuando se hace clic en el "
"botón de crear factura."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:184
msgid ""
"On the :guilabel:`Create invoices` pop-up window, leave the "
":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`"
" selection, and click the :guilabel:`Create Draft Invoice` button."
msgstr ""
"En la ventana emergente :guilabel:`crear factura`, deje la opción "
":guilabel:`crear factura` en la selección predeterminada :guilabel:`factura "
"normal` y haga clic en el botón :guilabel:`crear borrador de factura`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:188
msgid ""
"Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the "
":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in"
" the :guilabel:`Invoice Lines` tab."
msgstr ""
"Al hacer clic en :guilabel:`crear borrador de factura`, Odoo mostrará el "
":guilabel:`borrador de factura de cliente`, que muestra *solo* el objetivo "
"alcanzado en la pestaña :guilabel:`líneas de la factura`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"A customer invoice draft showing only the milestone product that's been "
"reached."
msgstr ""
"Un borrador de factura del cliente que muestra solo el producto de objetivo "
"que se alcanzó."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:195
msgid ""
"From this invoice page, click the :guilabel:`Confirm` button to confirm the "
"invoice. Then, when the customer has paid for this milestone, click "
":guilabel:`Register Payment`."
msgstr ""
"Desde esta página de factura, haga clic en el botón :guilabel:`confirmar` "
"para confirmar la factura. Luego, cuando el cliente haya pagado por este "
"objetivo, haga clic en :guilabel:`registrar pago`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:198
msgid ""
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
" pop-up window appears."
msgstr ""
"Cuando haga clic en :guilabel:`registrar pago`, aparecerá la ventana "
"emergente de :guilabel:`registrar pago`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Register Payment pop-up window that appears when Register Payment is "
"clicked."
msgstr ""
"La ventana emergente registro de pago que aparece cuando se hace clic en "
"registro de pago."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:204
msgid ""
"On this pop-up window, confirm the accuracy of the auto-populated fields, "
"then click :guilabel:`Create Payment`."
msgstr ""
"En esta ventana emergente, confirme la precisión de los campos "
"autocompletados y luego haga clic en :guilabel:`crear pago`."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:207
msgid ""
"When clicked, the pop-up window disappears, and Odoo returns to the invoice "
"for that milestone, which now has a green :guilabel:`In Payment` banner in "
"the upper-right corner. This banner signifies the invoice has been paid."
msgstr ""
"Cuando se hace clic, la ventana emergente desaparece y Odoo vuelve a la "
"factura para ese objetivo, que ahora tiene un listón verde con la leyenda "
":guilabel:`en proceso de pago` en la esquina superior derecha. Este listón "
"indica que la factura se ha pagado."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"An invoice with a milestone product that has been paid with an In Payment "
"banner."
msgstr ""
"Una factura con un producto de objetivo que se ha pagado con un listón con "
"la leyenda 'en proceso de pago'."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:215
msgid ""
"Then, return to the sales order, via the breadcrumb links. Back on the sales"
" order, in the :guilabel:`Order Lines` tab, the reached milestone that's "
"been invoiced and paid for, now has its :guilabel:`Invoiced` column filled."
msgstr ""
"Luego, regrese a la orden de venta a través de los enlaces de navegación. En"
" la orden de venta, vaya a la pestaña :guilabel:`líneas de la orden`, ahí "
"podrá ver el objetivo alcanzado que se ha facturado y pagado, con la columna"
" :guilabel:`facturado` completada."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The Invoiced column of a milestone product that's been paid for is filled."
msgstr ""
"La columna 'facturado' de un producto de objetivo que ha sido pagado está "
"completa."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:223
msgid ""
"There is also a new :guilabel:`Invoices` smart button at the top of the "
"sales order. Clicking that reveals all the invoices that are connected to "
"this sales order."
msgstr ""
"También hay un nuevo botón inteligente :guilabel:`Facturas` en la parte "
"superior de la orden de venta. Al hacer clic en él podrá ver todas las "
"facturas vinculadas a esta orden de venta."
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
msgid ""
"The invoices smart button that appears at the top of a sales order with "
"milestones."
msgstr ""
"El botón inteligente de facturas que aparece en la parte superior de una "
"orden de venta con objetivos."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:230
msgid ""
"Simply repeat the above process for each milestone as it is worked on, and "
"subsequently, completed."
msgstr ""
"Repita el proceso anterior para cada objetivo conforme se vaya trabajando en"
" él y, posteriormente, se complete."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:232
msgid ""
"Continue that process until the entire project has been completed, each "
"milestone has been invoiced, and the entire order has been paid for in full."
msgstr ""
"Continúe ese proceso hasta que se haya completado todo el proyecto, se haya "
"facturado cada objetivo y se haya pagado la orden completa."
#: ../../content/applications/sales/sales/invoicing/milestone.rst:237
msgid ":doc:`proforma`"
msgstr ":doc:`proforma`"
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
msgid "Pro-forma invoices"
msgstr "Facturas proforma"
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
msgid ""
"A *pro-forma invoice* is an abridged or estimated invoice sent in advance of"
" a delivery of goods. It notes the kind and quantity of goods, their value, "
"and other important information, such as weight and transportation charges."
msgstr ""
"Una factura *proforma* es una factura resumida o estimada que se envía antes"
" de entregar la mercancía. Esta indica el tipo y la cantidad de bienes, su "
"valor y otra información importante como los cargos por peso y transporte."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:9
msgid ""
"Pro-forma invoices are commonly used as preliminary invoices with a "
"quotation. They are also used during importation for customs purposes. They "
"differ from a normal invoice, in that they are *not* a demand (or request) "
"for payment."
msgstr ""
"Las facturas proforma se utilizan comúnmente como facturas preliminares con "
"una cotización. También se utilizan durante la importación para fines "
"aduaneros. Difieren de una factura normal, en que *no* son una demanda (o "
"solicitud) de pago."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:16
msgid ""
"In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature "
"**must** be activated."
msgstr ""
"**Debe** activar la función *factura proforma* para poder utilizar facturas "
"proforma."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:18
msgid ""
"To enable this feature, navigate to :menuselection:`Sales app --> "
"Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` "
"section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, "
"click :guilabel:`Save` to save all changes."
msgstr ""
"Para activar esta función, vaya a la aplicación :menuselection:`Ventas --> "
"Configuración --> Ajustes` y, en la sección :guilabel:`cotizaciones y "
"órdenes`, haga clic en la casilla que se encuentra junto a "
":guilabel:`factura proforma`. Luego, haga clic en el botón correspondiente "
"para :guilabel:`guardar` todos los cambios."
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application."
msgstr ""
"Ajustes de la función para crear facturas proforma en la aplicación Ventas "
"de Odoo."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:27
msgid "Send pro-forma invoice"
msgstr "Enviar factura proforma"
#: ../../content/applications/sales/sales/invoicing/proforma.rst:29
msgid ""
"With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send"
" a pro-forma invoice is now available on any quotation or sales order, via "
"the :guilabel:`Send Pro-Forma Invoice` button."
msgstr ""
"Una vez que activó la función :guilabel:`Factura proforma`, tendrá la opción"
" de enviarla desde cualquier cotización u orden de venta con el botón "
":guilabel:`Enviar factura proforma`."
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
msgid ""
"The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales."
msgstr ""
"El botón \"Enviar factura proforma\" en una orden de ventas común en la "
"aplicación Ventas en Odoo."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:37
msgid ""
"Pro-forma invoices can **not** be sent for a sales order or quotation if an "
"invoice for a down payment has already been sent, or for a recurring "
"subscription."
msgstr ""
"Las facturas proforma **no** se pueden enviar para una orden de venta o "
"cotización si ya se ha enviado una factura por un pago inicial, o para una "
"suscripción recurrente."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:40
msgid ""
"In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** "
"appear."
msgstr ""
"En cualquier caso, no aparecerá el botón :guilabel:`enviar factura "
"proforma`."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:42
msgid ""
"However, pro-forma invoices **can** be sent for services, event "
"registrations, courses, and/or new subscriptions. Pro-forma invoices are not"
" limited to physical, consumable, or storable goods."
msgstr ""
"Sin embargo, se pueden enviar facturas proforma para servicios, registros de"
" eventos, cursos y nuevas suscripciones. Las facturas proforma no se limitan"
" a bienes físicos, consumibles o almacenables."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:45
msgid ""
"When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up "
"window appears, from which an email can be sent."
msgstr ""
"Cuando se hace clic en el botón :guilabel:`enviar factura proforma`, aparece"
" una ventana emergente desde la cual se puede enviar un correo electrónico."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:48
msgid ""
"In the pop-up window, the :guilabel:`Recipients` field is auto-populated "
"with the customer from the sales order or quotation. The :guilabel:`Subject`"
" field and the body of the email can be modified, if necessary."
msgstr ""
"En la ventana emergente, el campo :guilabel:`destinatarios` se completa "
"automáticamente con el cliente de la orden de venta o cotización. El campo "
":guilabel:`asunto` y el cuerpo del correo electrónico se pueden modificar, "
"si es necesario."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:52
msgid ""
"The pro-forma invoice is automatically added as an attachment to the email."
msgstr ""
"La factura proforma se agrega automáticamente como un adjunto al correo "
"electrónico."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:54
msgid ""
"When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with"
" the attached pro-forma invoice, to the customer."
msgstr ""
"Una vez que esté listo, haga clic en :guilabel:`Enviar` y Odoo enviará el "
"correo electrónico con la factura proforma adjunta al cliente."
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
msgid ""
"The email pop-up window that appears with pro-forma invoice attached in Odoo"
" Sales."
msgstr ""
"La ventana emergente para redactar un correo electrónico que aparece con la "
"factura proforma adjunta en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:62
msgid ""
"To preview what the pro-forma invoice looks like, click on the PDF at the "
"bottom of the email pop-up window *before* clicking :guilabel:`Send`. When "
"clicked, the pro-forma invoice is downloaded instantly. Open that PDF to "
"view (and review) the pro-forma invoice."
msgstr ""
"Para previsualizar la factura proforma haga clic en el PDF en la parte "
"inferior de la ventana emergente de correo electrónico *antes* de hacer clic"
" en :guilabel:`enviar`. El documento se descargará de forma automática al "
"hacer clic en el PDF, ábralo para ver y revisar el contenido de la factura "
"proforma."
#: ../../content/applications/sales/sales/invoicing/proforma.rst:0
msgid "Sample pro-forma invoice PDF from Odoo Sales."
msgstr ""
"Ejemplo de una factura proforma en PDF de la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
msgid "Invoicing based on time and materials"
msgstr "Facturación por tiempo y materiales"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
msgid ""
"Invoicing based on time and/or materials is typically used when accurately "
"estimating the size of a project isn't possible, or when the requirements of"
" a project may change."
msgstr ""
"Por lo general, la facturación por tiempo o materiales se utiliza cuando no "
"es posible estimar con precisión el tamaño de un proyecto o cuando sus "
"requisitos pueden cambiar."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:8
msgid ""
"This is different from a fixed-price contract, when a customer agrees to pay"
" a specified total for the fulfillment of the contract---no matter what "
"needs to be paid to the employees, sub-contractors, vendors, suppliers, and "
"so on."
msgstr ""
"Esto es diferente a un contrato de precio fijo, cuando un cliente acepta "
"pagar un total especificado para el cumplimiento del contrato, sin importar "
"lo que se deba pagar a los empleados, subcontratistas, proveedores, etc."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:12
msgid ""
"The Odoo *Sales* app can invoice for time and various other expenses (e.g. "
"transport, lodging), as well as purchases needed to fulfill an order."
msgstr ""
"La aplicación *Ventas* de Odoo puede facturar por tiempo y otros gastos (por"
" ejemplo, transporte, alojamiento), así como compras necesarias para cumplir"
" con una orden."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:16
msgid "App and settings configuration"
msgstr "Configuración de aplicación y ajustes"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:18
msgid ""
"First, in order to accurately keep track of the progress of a project, the "
"Odoo *Project* and *Accounting* apps **must** be installed."
msgstr ""
"Primero, para llevar un seguimiento preciso del progreso de un proyecto, las"
" aplicaciones *Proyecto* y *Contabilidad* de Odoo **deben** estar "
"instaladas."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
msgid ""
"To install the *Project* app, navigate to :menuselection:`Odoo main "
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
":guilabel:`Project` app block, and click :guilabel:`Activate`. The page "
"automatically refreshes and returns to the main Odoo dashboard, where the "
"*Project* app is now available to access."
msgstr ""
"Vaya al :menuselection:`tablero principal de Odoo --> Aplicaciones` para "
"instalar la aplicación *Proyecto*. Busque el cuadro con la aplicación "
":guilabel:`Proyecto` en la página :guilabel:`Aplicaciones` y haga clic en "
":guilabel:`Activar`. La página se actualizará de forma automática y volverá "
"al tablero principal de Odoo, allí aparecerá la aplicación "
":guilabel:`Proyecto` y podrá acceder a ella."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:26
msgid "Repeat the same process to install the *Accounting* application."
msgstr "Repita el mismo proceso para instalar la aplicación *Contabilidad*."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:28
msgid ""
"After installation, click the :guilabel:`Accounting` app icon from the main "
"Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`."
" On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` "
"section, and ensure the box next to :guilabel:`Analytic Accounting` is "
"checked."
msgstr ""
"Después de la instalación, haga clic en el icono de la aplicación "
":guilabel:`Contabilidad` desde el tablero principal de Odoo y vaya a "
":menuselection:`Configuración --> Ajustes`. En la página de "
":guilabel:`Ajustes`, vaya a la sección :guilabel:`Análisis` y asegúrese de "
"que la casilla junto a :guilabel:`Contabilidad analítica` esté marcada."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How it looks to activate the Analytic Accounting setting in Odoo Accounting "
"Setting page."
msgstr ""
"Cómo se ve activar la configuración de Contabilidad analítica en la página "
"de configuración de la aplicación Contabilidad de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:37
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
msgid "Then, click :guilabel:`Save` to save all changes."
msgstr ""
"Luego, haga clic en :guilabel:`guardar` para guardar todos los cambios."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:39
msgid ""
"Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> "
"Configuration --> Settings`. On the :guilabel:`Settings` page, in the "
":guilabel:`Time Management` section, ensure the box beside the "
":guilabel:`Timesheets` feature is checked."
msgstr ""
"Luego, vaya al :menuselection:`tablero principal de Odoo --> Aplicación "
"Proyecto --> Configuración --> Ajustes`. En la página :guilabel:`Ajustes`, "
"en la sección de :guilabel:`gestión del tiempo`, asegúrese de marcar la "
"casilla junto a la función :guilabel:`hojas de horas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"What the Timesheets feature looks like on the Odoo Project settings page."
msgstr ""
"Cómo se ve la función hojas de horas en la página de configuración de la "
"aplicación Proyecto de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
msgid "Service product configuration"
msgstr "Configuración del producto de servicio"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:54
msgid ""
"With the *Timesheets* feature activated in the *Project* app, it is now "
"possible to invoice for time spent on a project, but **only** when the "
"following product configurations have been made."
msgstr ""
"La función *hojas de horas* en la aplicación *Proyecto* permite facturar por"
" el tiempo dedicado en un proyecto, pero **solo** cuando se hayan realizado "
"las siguientes configuraciones de producto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
msgid ""
"Invoicing for time spent on a project is **only** possible with products "
"that have *Service* set as the *Product Type* on their product form."
msgstr ""
"La facturación por tiempo dedicado en un proyecto **solo** es posible con "
"productos que tengan *servicio* establecido como *tipo de producto* en su "
"formulario de producto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:61
msgid ""
"To configure a service product, first navigate to :menuselection:`Sales app "
"--> Products --> Products`. On the :guilabel:`Products` page, select the "
"desired service product to be configured, or click :guilabel:`New` to create"
" a new product."
msgstr ""
"Si desea configurar un producto de servicio, primero vaya a la aplicación "
":menuselection:`Ventas --> Productos --> Productos`. En la página "
":guilabel:`Productos`, seleccione el producto de servicio deseado para "
"configurarlo, o haga clic en :guilabel:`nuevo` para crear un nuevo producto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:65
msgid ""
"From the product form, in the :guilabel:`General Information` tab, set the "
":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down "
"menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based "
"on Timesheets`."
msgstr ""
"Desde el formulario del producto, en la pestaña :guilabel:`información "
"general`, establezca el :guilabel:`tipo de producto` en "
":guilabel:`servicio`. Luego, abra el menú desplegable en el campo "
":guilabel:`política de facturación` y seleccione :guilabel:`según las hojas "
"de horas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
msgid ""
"Next, from the :guilabel:`Create on Order` drop-down menu, select "
":guilabel:`Project \\& Task`. That setting indicates that, when a sales "
"order is created with this specific service product, a new project and task "
"is created in the *Project* app."
msgstr ""
"A continuación, desde el menú desplegable :guilabel:`crear en orden`, "
"seleccione :guilabel:`proyecto y tarea`. Esta configuración indica que, "
"cuando se cree una orden de venta con este producto de servicio específico, "
"también se creará un nuevo proyecto y tarea en la aplicación *Proyecto*."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"The correct settings for Invoicing Policy and Create on Order fields for "
"service product."
msgstr ""
"Las configuraciones correctas para la política de facturación y los campos "
"crear en orden para productos de servicio."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:78
msgid ""
"The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create"
" on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing"
" project that the task will appear in from :guilabel:`Project` field, which "
"only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on "
"Order` field."
msgstr ""
"También puede elegir la opción :guilabel:`tarea` desde el menú desplegable "
":guilabel:`crear en orden`. Si elige :guilabel:`tarea` debe seleccionar un "
"proyecto existente en el que aparecerá la tarea en el campo "
":guilabel:`proyecto`, que solo aparece si se elige :guilabel:`tarea` en el "
"campo :guilabel:`crear en orden`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:84
msgid "Add time spent to sales order"
msgstr "Adición del tiempo dedicado a la orden de venta"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:86
msgid ""
"After properly configuring a service product with the correct *Invoicing "
"Policy* and *Create on Order* options, it is possible to add time spent to a"
" sales order."
msgstr ""
"Después de configurar correctamente un producto de servicio con la *política"
" de facturación* correcta y las opciones de *creación de órdenes*, es "
"posible agregar el tiempo dedicado a una orden de venta."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:89
msgid ""
"To see that in action, navigate to :menuselection:`Sales app --> New` to "
"open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, "
"and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and"
" select the properly :ref:`configured service product "
"<sales/invoicing/configured-service-product>` from the drop-down menu."
msgstr ""
"Si desea verlo en acción, vaya a la aplicación :menuselection:`Ventas --> "
"Nuevo` para abrir un formulario vacío de cotización. Luego, agregue un "
":guilabel:`cliente`, y en la pestaña :guilabel:`líneas de la orden`, haga "
"clic en :guilabel:`agregar un producto`, y seleccione el :ref:`producto de "
"servicio configurado correctamente <sales/invoicing/configured-service-"
"product>` del menú desplegable."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:94
msgid "Next, click :guilabel:`Confirm` to confirm the order."
msgstr ""
"A continuación, haga clic en :guilabel:`confirmar` para confirmar la orden."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:96
msgid ""
"After confirming the sales order, two smart buttons appear at the top of the"
" order form: :guilabel:`Projects` and :guilabel:`Tasks`."
msgstr ""
"Después de confirmar la orden de venta, aparecerán dos botones inteligentes "
"en la parte superior del formulario de orden: :guilabel:`Proyectos` y "
":guilabel:`Tareas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How the Projects and Tasks smart buttons look on a Sales Order in Odoo "
"Sales."
msgstr ""
"Cómo se ven los botones inteligentes 'Proyectos' y 'Tareas' en una orden de "
"venta en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:103
msgid ""
"If the :guilabel:`Projects` smart button is clicked, it reveals the specific"
" project related to this sales order. If the :guilabel:`Tasks` smart button "
"is clicked, it reveals the specific project task related to this sales "
"order. Both are also accessible in the *Project* app."
msgstr ""
"Si se hace clic en el botón inteligente :guilabel:`proyectos`, verá el "
"proyecto específico relacionado con esta orden de venta. Si se hace clic en "
"el botón inteligente :guilabel:`tareas`, verá la tarea específica del "
"proyecto relacionada con esta orden de venta. Ambos también son accesibles "
"en la aplicación *Proyecto*."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:107
msgid ""
"In order to add time spent on a sales order, click the :guilabel:`Tasks` "
"smart button."
msgstr ""
"Si desea agregar el tiempo dedicado a una orden de venta, haga clic en el "
"botón inteligente :guilabel:`tareas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:109
msgid ""
"On the task form, select the :guilabel:`Timesheets` tab. From the "
":guilabel:`Timesheets` tab, employees can be assigned to work on the "
"project, and the time they spend working on the task can be added by the "
"employees or by the person who created the sales order."
msgstr ""
"En el formulario de tarea, seleccione la pestaña :guilabel:`hoja de horas`. "
"Desde la pestaña :guilabel:`hoja de horas` puede asignar empleados para que "
"trabajen en el proyecto, también se puede añadir el tiempo que dedican a la "
"tarea, por los empleados o por la persona que creó la orden de venta."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:113
msgid ""
"To add an employee, and the time spent working on the task, click "
":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the "
"appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the "
"option to add a brief description of the work done during this time in the "
":guilabel:`Description` column, but it's not required."
msgstr ""
"Si desea agregar un empleado y su tiempo dedicado a la tarea, haga clic en "
":guilabel:`agregar una línea` en la pestaña :guilabel:`hoja de horas`. "
"Luego, seleccione la :guilabel:`fecha` y el :guilabel:`empleado` "
"correspondiente. También existe la opción de agregar una breve descripción "
"del trabajo realizado durante este tiempo en la columna "
":guilabel:`descripción`, pero no es obligatorio."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:118
msgid ""
"Lastly, enter the amount of time worked on the task in the :guilabel:`Hours "
"Spent` column, and click away to complete that line in the "
":guilabel:`Timesheets` tab."
msgstr ""
"Por último, ingrese la cantidad de tiempo dedicado en la tarea en la columna"
" :guilabel:`horas dedicadas` y haga clic para completar esa línea en la "
"pestaña :guilabel:`hoja de horas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
msgid ""
"The time entered in the :guilabel:`Hours Spent` column is immediately "
"reflected in the :guilabel:`Allocated Time` field (located near the top of "
"the task form) as a percentage, which reflects how much of the total "
"allocated work hours have been done so far."
msgstr ""
"El tiempo ingresado en la columna :guilabel:`horas dedicadas` se refleja "
"inmediatamente en el campo :guilabel:`tiempo asignado` (ubicado cerca de la "
"parte superior del formulario de la tarea) en forma de porcentaje, que "
"refleja cuántas horas de trabajo asignadas en total se han completado hasta "
"ahora."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:126
msgid ""
"That same information is found as numerical hours in the :guilabel:`Hours "
"Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the "
":guilabel:`Timesheets` tab."
msgstr ""
"Esa misma información se encuentra como horas numéricas en los campos "
":guilabel:`horas dedicadas` y :guilabel:`horas restantes`, ubicados en la "
"parte inferior de la pestaña :guilabel:`hoja de horas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
msgid ""
"How the Timesheets tab appears on a task form in Odoo Sales and Odoo "
"Project."
msgstr ""
"Cómo se ve la pestaña de 'hoja de horas' en un formulario de tarea en las "
"aplicaciones Ventas y Proyecto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:133
msgid ""
"Repeat this process for however many employees and hours have been worked on"
" the project."
msgstr ""
"Repita este proceso para todos los empleados y horas que se hayan trabajado "
"en el proyecto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:136
msgid "Invoice time spent"
msgstr "Factura del tiempo dedicado"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:138
msgid ""
"Once all the necessary employees and time spent have been added to the "
"project task, return to the sales order to invoice the customer for those "
"hours. To do that, either click the :guilabel:`Sales Order` smart button at "
"the top of the task form, or return to the sales order via the breadcrumb "
"links, located in the upper-left of the screen."
msgstr ""
"Una vez que se hayan agregado todos los empleados necesarios y el tiempo "
"dedicado a la tarea del proyecto, regrese a la orden de venta para facturar "
"al cliente por esas horas. Para ello, haga clic en el botón inteligente "
":guilabel:`orden de venta` en la parte superior del formulario de la tarea, "
"o regrese a la orden de venta mediante los enlaces de navegación, ubicados "
"en la parte superior izquierda de la pantalla."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:143
msgid ""
"Back on the sales order form, the time that was added to the task is "
"reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` "
"column) and in the new :guilabel:`Recorded Hours` smart button at the top of"
" the sales order."
msgstr ""
"De nuevo en el formulario de orden de venta, podrá ver el tiempo que se "
"agregó a la tarea en la pestaña :guilabel:`líneas de la orden` (en la "
"columna :guilabel:`entregado`) y en el nuevo botón inteligente "
":guilabel:`horas registradas` en la parte superior de la orden de venta."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:147
msgid ""
"To invoice the customer for time spent on the project, click "
":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the "
":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
"Si desea facturar al cliente por el tiempo dedicado en el proyecto, haga "
"clic en :guilabel:`crear factura` y seleccione :guilabel:`factura normal` en"
" la ventana emergente :guilabel:`crear facturas`. Luego, haga clic en "
":guilabel:`crear borrador de factura`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:151
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all "
"the work that's been done in the :guilabel:`Invoice Lines` tab."
msgstr ""
"Esto hará que se muestre un :guilabel:`borrador de factura del cliente`, con"
" todo el trabajo realizado en la pestaña :guilabel:`líneas de factura`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:155
msgid ""
"Pay attention to the :guilabel:`Analytic Distribution` column in the "
":guilabel:`Customer Invoice`, as that information is necessary to ensure "
"other time/material invoicing tasks are completed properly and accurately."
msgstr ""
"Preste atención a la columna :guilabel:`distribución analítica` en la "
":guilabel:`factura del cliente`, ya que esa información es necesaria para "
"asegurar que otras tareas de facturación de tiempo/material se completen "
"correctamente."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
msgid "Invoice draft showing time spent on sales order in Odoo Sales."
msgstr ""
"Borrador de factura que muestra el tiempo dedicado en la orden de venta."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:163
msgid ""
"Click :guilabel:`Confirm` to confirm the invoice and continue with the "
"invoicing process."
msgstr ""
"Haga clic en :guilabel:`confirmar` para confirmar la factura y continuar con"
" el proceso de facturación."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:169
msgid "Expenses configuration"
msgstr "Configuración de Gastos"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:171
msgid ""
"In order to track and invoice expenses related to a sales order, the Odoo "
"*Expenses* app **must** be installed."
msgstr ""
"Para poder realizar un seguimiento y facturar los gastos relacionados con "
"una orden de venta, debe instalar la aplicación *Gastos* de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:174
msgid ""
"To install the *Expenses* app, navigate to :menuselection:`Odoo main "
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
":guilabel:`Expenses` app block, and click :guilabel:`Activate`."
msgstr ""
"Si desea instalar la aplicación *Gastos*, vaya al :menuselection:`tablero "
"principal de Odoo --> Aplicaciones`. Luego, en la página "
":guilabel:`Aplicaciones`, busque el bloque de la aplicación "
":guilabel:`Gastos` y haga clic en :guilabel:`activar`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:178
msgid ""
"The page automatically refreshes and returns to the main Odoo dashboard, "
"where the :guilabel:`Expenses` app is now available to access."
msgstr ""
"La página se actualizará de formar automática y volverá al tablero principal"
" de Odoo, donde ahora podrá ver la aplicación :guilabel:`Gastos`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:184
msgid "Add expenses to sales order"
msgstr "Agregar gastos a órdenes de venta"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:186
msgid ""
"To add an expense to a sales order, first navigate to the "
":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, "
"click :guilabel:`New`, which reveals a blank expense form."
msgstr ""
"Si desea agregar un gasto a una orden de venta, primero vaya a la aplicación"
" :menuselection:`Gastos`. Luego, desde el tablero principal de *Gastos*, "
"haga clic en :menuselection:`nuevo`, lo que revela un formulario vacío de "
"gasto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:189
msgid ""
"On the expense form, add a :guilabel:`Description` of the expense (e.g. "
"`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, "
"select the appropriate option from the drop-down menu (e.g. "
":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)."
msgstr ""
"En el formulario de gastos, añada una :guilabel:`descripción` del gasto (por"
" ejemplo, `estancia en hotel`, `boleto de avión`). A continuación, en el "
"campo :guilabel:`categoría`, seleccione la opción adecuada del menú "
"desplegable (por ejemplo, :guilabel:`comidas`, :guilabel:`millas`, "
":guilabel:`viaje y alojamiento`)."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:194
msgid ""
"Expense categories can be added and modified by navigating to "
":menuselection:`Expenses app --> Configuration --> Expense Categories`."
msgstr ""
"Puede agregar y modificar categorías de gastos desde :menuselection:`Gastos "
"--> Configuración --> Categorías de gastos`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:197
msgid ""
"Then, enter the total amount of the expense in the :guilabel:`Total` field, "
"as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that "
"the correct :guilabel:`Employee` is selected, and designate who paid for the"
" expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to "
"reimburse)` or the :guilabel:`Company`."
msgstr ""
"Luego, ingrese el importe total del gasto en el campo :guilabel:`total`, así"
" como cualquier :guilabel:`impuesto incluido` que se pueda aplicar. A "
"continuación, asegúrese de seleccionar el :guilabel:`empleado` correcto y "
"designe quién pagó el gasto en el campo :guilabel:`pagado por`: el "
":guilabel:`empleado (por reembolsar)` o la :guilabel:`empresa`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:202
msgid ""
"Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate"
" sales order from the drop-down menu. Then, select that same sales order "
"information from the :guilabel:`Analytic Distribution` field, as well."
msgstr ""
"A continuación, en el campo :guilabel:`cliente al que se le va a volver a "
"facturar`, seleccione la orden de venta correspondiente del menú "
"desplegable. Luego, seleccione esa misma información de la orden de venta en"
" el campo :guilabel:`distribución analítica`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:207
msgid ""
"The :guilabel:`Analytic Distribution` field will **only** have the "
"corresponding sales order as an option if the sales order contains a service"
" product that is billed based on *Timesheets*, *Milestones*, or *Delivered "
"Quantities*."
msgstr ""
"El campo :guilabel:`distribución analítica` **solo** tendrá la orden de "
"venta correspondiente como opción si la orden de venta contiene un producto "
"de servicio que se factura según la *hoja de horas*, el *objetivo* o las "
"*cantidades entregadas*."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How to properly fill out an expense form that's attached to a sales order in"
" Odoo."
msgstr ""
"Cómo completar correctamente un formulario de gastos vinculado a una orden "
"de venta en Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:215
msgid ""
"If there are any receipts that should be uploaded and attached to the "
"expense, click the :guilabel:`Attach Receipt` button, and upload the "
"necessary documents to the expense. This is **not** required, but it may "
"affect whether or not an expense is approved."
msgstr ""
"Si hay algún recibo que se deba cargar y vincular al gasto, haga clic en el "
"botón :guilabel:`adjuntar recibo` y suba los documentos necesarios al gasto."
" **No** es obligatorio pero puede afectar si se aprueba un gasto o no."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:219
msgid ""
"When all the information has been entered, click :guilabel:`Create Report` "
"to create an expense report detailing all the expense information that was "
"just entered."
msgstr ""
"Cuando se haya ingresado toda la información, haga clic en :guilabel:`crear "
"reporte` para crear un reporte de gastos que detalle toda la información de "
"gastos que acaba de ingresar."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid "How an Expense Report Summary looks in Odoo Expenses."
msgstr ""
"Visualización del resumen de un reporte de gastos en la aplicación Gastos de"
" Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:226
msgid ""
"Then, there's the option to :guilabel:`Submit to Manager` for approval. Once"
" approved, the :guilabel:`Report in Next Payslip` appears."
msgstr ""
"Después aparece la opción :guilabel:`Enviar al gerente` para que realice la "
"aprobación. Una vez hecha, aparece :guilabel:`Reportar en el siguiente "
"recibo de nómina`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:229
msgid ""
"To showcase a complete flow in this example, select :guilabel:`Submit to "
"Manager`. Then, the manager would click :guilabel:`Approve` to approve this "
"expense, and click :guilabel:`Post Journal Entries` to post this expense to "
"the accounting journal."
msgstr ""
"Para ejemplificar este flujo completo, seleccione :guilabel:`Enviar al "
"gerente`, luego el gerente debería hacer clic en :guilabel:`Aprobar` para "
"aprobar este gasto y después en :guilabel:`Publicar asientos contables` para"
" publicar este gasto en el diario de contabilidad."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:234
msgid "Invoice expenses"
msgstr "Gastos de factura"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:236
msgid ""
"To invoice a customer for an :ref:`expense on a sales order "
"<sales/invoicing/add-expenses-sales-order>`, navigate to the related sales "
"order, either from the :menuselection:`Sales` app or from the expense report"
" in the :menuselection:`Expenses` app. From the expense report, click the "
":guilabel:`Sales Orders` smart button at the top of the page."
msgstr ""
"Para incluir un :ref:`gasto en la orden de venta <sales/invoicing/add-"
"expenses-sales-order>` y facturárselo al cliente, vaya a la orden de venta "
"relacionada. Puede acceder a ella desde la aplicación "
":menuselection:`Ventas` o desde el reporte de gastos en la aplicación "
":menuselection:`Gastos`. Una vez que se encuentre en el reporte de gastos, "
"haga clic en el botón inteligente :guilabel:`Órdenes de venta` ubicado en la"
" parte superior de la página."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:241
msgid ""
"If the expense report was linked to the sales order, the newly-configured "
"expense now has its own line in the :guilabel:`Order Lines` tab, and can be "
"invoiced to the customer."
msgstr ""
"Si vinculó el reporte de gastos a la orden de venta, el gasto recién "
"configurado ahora tiene su propia línea en la pestaña :guilabel:`Líneas de "
"la orden` y se puede facturar al cliente."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"An expense appearing on Order Lines tab of a Sales Order in Odoo Sales "
"application."
msgstr ""
"Un gasto en la pestaña \"Líneas de la orden\" de una orden de venta en la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:248
msgid ""
"To invoice the customer for the expense on the sales order, click "
":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the "
":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
"Para facturar al cliente por el gasto en la orden de venta, haga clic en "
":guilabel:`Crear factura`, seleccione :guilabel:`Factura normal` en la "
"ventana emergente para :guilabel:`Crear facturas` y después haga clic en "
":guilabel:`Crear borrador de factura`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:252
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then,"
" the invoicing process can be completed as usual."
msgstr ""
"Aparecerá el :guilabel:`borrador de factura al cliente` para el gasto. "
"Después puede continuar con el proceso de facturación de forma habitual."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Sample customer invoice for an expense generated from a sales order in Odoo "
"Sales."
msgstr ""
"Factura del cliente (ejemplo) por un gasto generado de una orden de venta en"
" la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:260
msgid "Purchase configuration"
msgstr "Configuración de Compra"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:262
msgid ""
"In order to invoice a customer for purchases made on a sales order, the "
"*Purchase* application **must** be installed."
msgstr ""
"Para poder facturar a un cliente por las compras realizadas en una orden de "
"venta, **debe** tener instalada la aplicación *Compra*."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:265
msgid ""
"To install the *Purchase* application, navigate to :menuselection:`Odoo main"
" dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page "
"automatically refreshes and returns to the main Odoo dashboard, where the "
":guilabel:`Purchase` app is now available to access."
msgstr ""
"Vaya al :menuselection:`tablero principal de Odoo --> Aplicaciones` para "
"instalar la aplicación *Compra*. Busque el cuadro con la aplicación "
":guilabel:`Compra` en la página :guilabel:`Aplicaciones` y haga clic en "
":guilabel:`Activar`. La página se actualizará de forma automática y volverá "
"al tablero principal de Odoo, allí aparecerá la aplicación "
":guilabel:`Compra` y podrá acceder a ella."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:273
msgid "Add purchase to sales order"
msgstr "Agregar una compra a la orden de venta"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:275
msgid ""
"To add a purchase to a sales order, a purchase order must first be created. "
"To create a purchase order, navigate to :menuselection:`Purchase app --> "
"New` to reveal a blank purchase order form."
msgstr ""
"Para poder agregar una compra a una orden de venta, es necesario que primero"
" cree una orden de compra. Para crearla, vaya a :menuselection:`Compra --> "
"Nuevo`. Esta acción abrirá un formulario de orden de compra que deberá "
"completar."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:278
msgid ""
"First, add a :guilabel:`Vendor` to the purchase order. Then, under the "
":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-"
"down menu, represented by two horizontal lines with dots on them, located to"
" the far-right of the column headers. From that drop-down menu, select "
":guilabel:`Analytic Distribution`."
msgstr ""
"Agregue un :guilabel:`proveedor` a la orden de compra. Después, en la "
"pestaña de :guilabel:`Productos`, haga clic en el menú desplegable "
":guilabel:`opciones adicionales de columna` que está representado por dos "
"líneas horizontales con puntos y está ubicado a la derecha de los "
"encabezados de columna. Seleccione :guilabel:`Distribución analítica` en ese"
" menú desplegable. "
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How to add analytic distribution column on purchase order form in Odoo "
"Purchase."
msgstr ""
"Cómo agregar la columna de distribución analítica en el formulario de orden "
"de compra en la aplicación Compra de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:287
msgid ""
"After adding the :guilabel:`Analytic Distribution` column to the headers on "
"the :guilabel:`Products` tab of the purchase order form, proceed to add the "
"product(s) to the purchase order. To do that, click :guilabel:`Add a "
"product`, and select the desired product from the drop-down menu. Repeat for"
" all the products to add."
msgstr ""
"Después de agregar la columna :guilabel:`Distribución analítica` a los "
"encabezados en la pestaña de :guilabel:`Productos` del formulario de la "
"orden de compra, agregue los productos a la orden de compra. Para esto, haga"
" clic en :guilabel:`Agregar un producto` y seleccione uno con el menú "
"desplegable. Repita este paso para todos los productos que desee agregar."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:293
msgid ""
"In order for a purchase to be properly invoiced on a sales order, the "
"product on the purchase order **must** be marked as :guilabel:`Can be "
"Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered "
"quantities`, and have the :guilabel:`At cost` option selected in the "
":guilabel:`Re-Invoice Expenses` field on its product form."
msgstr ""
"Para facturar una compra de forma adecuada en una orden de venta, el "
"producto en la orden de compra **debe** estar configurado como "
":guilabel:`Puede ser un gasto`, tener una :guilabel:`política de "
"facturación` de tipo :guilabel:`Cantidades entregadas` y tener la opción "
":guilabel:`Al costo` seleccionada en el campo :guilabel:`Volver a facturar "
"los gastos` en su formulario de producto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
msgid ""
"Product settings for a purchase order to be invoiced on a sales order in "
"Odoo."
msgstr ""
"Ajustes del producto para una orden de compra que se facturará en una orden "
"de venta en Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:302
msgid ""
"Then, select the appropriate :guilabel:`Analytic Distribution` associated "
"with the sales order to which this purchase order is related. To do that, "
"click the empty :guilabel:`Analytic Distribution` field to reveal an "
":guilabel:`Analytic` pop-up window."
msgstr ""
"Luego, seleccione la :guilabel:`Distribución analítica` apropiada asociada "
"con la orden de venta a la que está relacionada esta orden de compra. Haga "
"clic en el campo vacío :guilabel:`Distribución analítica` para abrir la "
"ventana emergente :guilabel:`Analítica`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:306
msgid ""
"Then, from the :guilabel:`Departments` drop-down menu, select the analytic "
"distribution associated with the desired sales order to be invoiced for the "
"purchase."
msgstr ""
"Seleccione la distribución analítica asociada con la orden de venta a "
"facturar por la compra desde el menú desplegable :guilabel:`Departamentos`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"How to select the Analytic Distribution department from a purchase order in "
"Odoo."
msgstr ""
"Cómo seleccionar el departamento de Distribución analítica de una orden de "
"compra en Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:313
msgid ""
"Once all the information is entered in the :guilabel:`Products` tab of the "
"purchase order, confirm the order by clicking :guilabel:`Confirm Order`. "
"Then, click :guilabel:`Receive Products` when the products have been "
"received. This creates a receipt form."
msgstr ""
"Una vez que haya completado toda la información en la pestaña "
":guilabel:`Productos` de la orden de compra, debe confirmar la orden. Haga "
"clic en :guilabel:`Confirmar orden` y luego, después de recibir los "
"productos, haga clic en :guilabel:`Recibir productos`. Estas acciones "
"crearán un formulario de recepción."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:318
msgid ""
"If any serial/lot numbers must be entered before validating the receipt of "
"products, then on the receipt form, click the :guilabel:`details` icon "
"represented by four horizontal lines located to the far-right of the product"
" line."
msgstr ""
"Si debe ingresar los números de serie o de lote antes de validar la "
"recepción de los productos, vaya al formulario de recepción y haga clic en "
"el icono de :guilabel:`detalles` que está representado por cuatro líneas "
"horizontales. Se encuentra en el extremo derecho de la línea del producto."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:322
msgid ""
"This reveals a :guilabel:`Detailed Operations` tab, in which the necessary "
":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added."
" When ready, click :guilabel:`Confirm` to confirm the data."
msgstr ""
"Al realizar la acción anterior, se abrirá la pestaña :guilabel:`Operaciones "
"detalladas`, allí agregue los :guilabel:`números de lote y serie` y las "
"cantidades :guilabel:`hechas`, si es necesario. Al terminar, haga clic en "
":guilabel:`Confirmar`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:326
msgid "Then, click :guilabel:`Validate` to validate the purchase order."
msgstr ""
"Haga clic en el botón correspondiente para :guilabel:`validar` la orden de "
"compra."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:328
msgid ""
"Next, return to the purchase order, via the breadcrumb links at the top of "
"the page, and click :guilabel:`Create Bill` to create a vendor bill that can"
" be invoiced to the customer on the attached sales order."
msgstr ""
"A continuación, vuelva a la orden de compra con los enlaces de las migas de "
"pan que se encuentran en la parte superior de la página. Haga clic en "
":guilabel:`Crear factura` para crear una factura de proveedor que pueda "
"facturar al cliente en la orden de venta adjunta."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Vendor bill draft for a purchase order to be invoiced to a customer in Odoo."
msgstr ""
"Borrador de una factura de proveedor para una orden de compra que se "
"facturará al cliente en Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:337
msgid ""
"Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill "
"Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an "
"error window appears, requesting that information to be entered before "
"confirmation can occur."
msgstr ""
"Antes de confirmar debe ingresar una :guilabel:`fecha de factura` en el "
":guilabel:`borrador de la factura de proveedor`. Si *no* proporciona una "
":guilabel:`fecha de factura` aparecerá una ventana de error que le pedirá "
"que ingrese esa información, de lo contrario no podrá realizar la "
"confirmación."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:341
msgid ""
"Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then "
"automatically added to the sales order, where it can be invoiced directly to"
" the customer attached to it."
msgstr ""
"Haga clic en :guilabel:`Confirmar` para confirmar la factura del proveedor. "
"Esta se agregará de forma automática a la orden de venta, allí se puede "
"facturar directamente al cliente relacionado."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:345
msgid "Invoice purchase"
msgstr "Facturar una compra"
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:347
msgid ""
"To invoice a customer for a purchase on a sales order, first :ref:`add the "
"purchase to the sales order <sales/invoicing/add-purchase-to-sales-order>`, "
"then navigate to the desired sales order in the :menuselection:`Sales` app."
msgstr ""
"Para facturar a un cliente por una compra en una orden de venta, primero "
":ref:`agregue la compra a la orden de venta <sales/invoicing/add-purchase-"
"to-sales-order>` y después vaya a la orden de venta correspondiente en la "
"aplicación :menuselection:`Ventas`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:351
msgid ""
"On the sales order that was attached to the purchase order, the purchased "
"product now has its own product line under the :guilabel:`Order Lines` tab, "
"and it is ready to be invoiced."
msgstr ""
"En la orden de venta adjunta a la orden de compra, el producto comprado "
"ahora tiene su propia línea de producto en la pestaña de :guilabel:`Líneas "
"de la orden` y, además, está listo para ser facturado."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Purchase order product on sales order to be invoiced to customer via Odoo "
"Sales."
msgstr ""
"Producto de la orden de compra en la orden de venta a facturar al cliente en"
" la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:358
msgid ""
"To invoice the customer for the purchase, simply click :guilabel:`Create "
"Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create "
"invoices` pop-up window, then click :guilabel:`Create Draft Invoice`."
msgstr ""
"Para facturar la compra al cliente, haga clic en :guilabel:`Crear factura`, "
"seleccione :guilabel:`Factura normal` en la ventana emergente para "
":guilabel:`Crear facturas` y después haga clic en :guilabel:`Crear borrador "
"de factura`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:362
msgid ""
"Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added "
"purchase order product in the :guilabel:`Invoice Lines` tab."
msgstr ""
"Esta acción abre el :guilabel:`borrador de la factura del cliente` con el "
"producto recién agregado de la orden de compra en la pestaña "
":guilabel:`Líneas de factura`."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
msgid ""
"Customer invoice draft with purchase product attached to sales order in "
"Odoo."
msgstr ""
"Borrador de la factura del cliente con el producto de compra adjunto a la "
"orden de venta en Odoo."
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:369
msgid ""
"To complete the invoicing process, click :guilabel:`Confirm` to confirm the "
"invoice, and then click :guilabel:`Register Payment` in the "
":guilabel:`Register Payment` pop-up form."
msgstr ""
"Para completar el proceso de facturación, haga clic en :guilabel:`Confirmar`"
" para confirmar la factura y luego en :guilabel:`Registrar pago` dentro del "
"formulario emergente :guilabel:`Registrar pago`."
#: ../../content/applications/sales/sales/products_prices.rst:5
msgid "Products & Prices"
msgstr "Productos y precios"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3
msgid "Use eWallets and gift cards"
msgstr "Usar monederos electrónicos y tarjetas de regalo"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5
msgid ""
"With Odoo, customers can use **eWallets** and **gift cards** for online and "
"in-store shopping."
msgstr ""
"En Odoo, los clientes pueden utilizar **monederos electrónicos** y "
"**tarjetas de regalo** para realizar compras en línea o en la tienda física."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7
msgid ""
"To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), "
"first enable :guilabel:`Discounts, Loyalty & Gift Card` under "
":menuselection:`Sales app --> Configuration --> Settings --> Pricing "
"section`. Once enabled, go to :menuselection:`Sales app --> Products --> "
"Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card "
"program."
msgstr ""
"Para habilitar el uso de monederos electrónicos y tarjetas de regalo en las "
"aplicaciones Comercio electrónico y Punto de venta (PdV), primero habilite "
"la función :guilabel:`descuentos, lealtad y tarjetas de regalo` en "
":menuselection:`Ventas --> Configuración --> Ajustes --> Sección de "
"precios`. Una vez habilitada, vaya a la aplicación :menuselection:`Ventas "
"--> Productos --> Tarjetas de regalo y monederos electrónicos` y "
":guilabel:`cree` un nuevo programa de monederos electrónicos o tarjetas de "
"regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13
msgid "eWallets"
msgstr "Monederos electrónicos"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15
msgid ""
"eWallets allow customers to save credits on their online account and use "
"these credits as a payment method when buying items in an online store or a "
"brick-and-mortar store. eWallets can also be used to centralize multiple "
":ref:`gift cards <ewallet_gift/gift-cards>`."
msgstr ""
"Los monederos electrónicos permiten que los clientes guarden créditos en su "
"cuenta en línea y los utilicen como método de pago al comprar artículos en "
"tiendas físicas o en línea. También puede usar la función de monederos "
"electrónicos para centralizar varias :ref:`tarjetas de regalo "
"<ewallet_gift/gift-cards>`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19
msgid ""
"Before creating an eWallet program, it is necessary to create an eWallet "
"**top-up** product. Top-ups are pre-defined digital credit values added to "
"an eWallet in exchange for its equivalent in real currency. These credits "
"can then be used as a payment method in the eCommerce shop or :abbr:`PoS "
"(Point of Sale)`. Top-up values can be of different amounts."
msgstr ""
"Antes de crear un programa de monederos electrónicos, debe crear un producto"
" de **recarga** de monedero electrónico. Las recargas son créditos digitales"
" predefinidos que se agregan a un monedero electrónico a cambio de su "
"equivalente en la divisa real. Estos créditos se pueden utilizar como método"
" de pago en la tienda de comercio electrónico o en el :abbr:`PdV (Punto de "
"venta)`. Las recargas pueden ser de distintos importes."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25
msgid ""
"A $50 top-up can be bought for $50, and adds that same amount of credits to "
"the eWallet."
msgstr ""
"Se puede comprar una recarga de $50 por $50 en físico. Esto agrega el mismo "
"importe en créditos al monedero electrónico."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27
msgid ""
"To create a top-up product, go to :menuselection:`Sales app --> Products -->"
" Products` and :guilabel:`Create` a new product. On the product template, "
"configure the options as follows:"
msgstr ""
"Para crear un producto de recarga vaya a :menuselection:`Ventas --> "
"Productos --> Productos` y :guilabel:`cree` un nuevo producto. Configure las"
" opciones en la plantilla de producto como se indica a continuación:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30
msgid ""
":guilabel:`Product Name`: enter a name for the top-up product (for example, "
"`$50 Top-Up`)"
msgstr ""
":guilabel:`Nombre de producto`: agregue un nombre para el producto de "
"recarga (por ejemplo, `Recarga de $50`)."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92
msgid ":guilabel:`Can be Sold`: enabled"
msgstr ":guilabel:`Se puede vender`: debe estar habilitado."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93
msgid ":guilabel:`Product Type`: select :guilabel:`Service`"
msgstr ":guilabel:`Tipo de producto`: seleccione :guilabel:`servicio`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94
msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`"
msgstr ""
":guilabel:`Política de facturación`: seleccione :guilabel:`precio fijo o de "
"prepago`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95
msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`"
msgstr ":guilabel:`Crear en la orden`: seleccione :guilabel:`nada`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35
msgid ":guilabel:`Sales Price`: enter the amount of the top-up"
msgstr ":guilabel:`Precio de venta`: introduzca el importe de la recarga."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38
msgid ""
"In order to have eWallet top-ups of different amounts, create multiple top-"
"up products and modify the :guilabel:`Sales Price` accordingly."
msgstr ""
"Para tener recargas de distintos importes para los monederos electrónicos, "
"cree varios productos de recarga y modifique el :guilabel:`precio de venta`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41
msgid ""
"Once the top-up is created, go to :menuselection:`Sales app --> Products -->"
" Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The "
"following configuration options are available:"
msgstr ""
"Una vez que cree la recarga, vaya a :menuselection:`Ventas --> Productos -->"
" Tarjetas de regalo y monederos electrónicos` para :guilabel:`crear` un "
"programa de monederos electrónicos. Las siguientes opciones de configuración"
" están disponibles:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44
msgid ":guilabel:`Program Name`: enter a name for the eWallet program"
msgstr ""
":guilabel:`Nombre del programa`: escriba un nombre para el programa de "
"monedero electrónico."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45
msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`"
msgstr ""
":guilabel:`Tipo de programa`: seleccione :guilabel:`monedero electrónico`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46
msgid ""
":guilabel:`eWallet Products`: select the eWallet top-up created earlier. "
"Repeat the process if you created top-ups of different amounts."
msgstr ""
":guilabel:`Productos de monedero electrónico`: seleccione la recarga de "
"monedero electrónico que creó con anterioridad. Repita el proceso si creó "
"recargas de distintos importes."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48
msgid ""
":guilabel:`Email template`: select the email template used for the email "
"sent to the customer. To create a new template, click on the field, select "
":guilabel:`Search More`, and then click :guilabel:`Create`."
msgstr ""
":guilabel:`Plantilla de correo`: seleccione la plantilla que se utilizará "
"para enviar un correo electrónico al cliente. Para crear una nueva "
"plantilla, haga clic en el campo, seleccione :guilabel:`Buscar más` y "
"después en :guilabel:`Nuevo`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51
msgid ""
":guilabel:`Currency`: select the currency to use for the eWallet program"
msgstr ""
":guilabel:`Divisa`: seleccione la divisa que se utilizará en el programa de "
"monedero electrónico."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115
msgid ""
":guilabel:`Company`: select the company for which the program is valid and "
"available"
msgstr ""
":guilabel:`Empresa`: seleccione la empresa para la que el programa es válido"
" y se encuentra disponible."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116
msgid ""
":guilabel:`Available On`: select the applications on which the program is "
"valid and available"
msgstr ""
":guilabel:`Disponible en`: seleccione las aplicaciones en las que el "
"programa es válido y se encuentra disponible."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117
msgid ""
":guilabel:`Website`: select the website on which the program is valid and "
"available. Leave this field empty to include all websites."
msgstr ""
":guilabel:`Sitio web`: seleccione el sitio web en el que el programa es "
"válido y se encuentra disponible. Deje este campo vacío para incluir todos "
"los sitios web."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119
msgid ""
":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which "
"the program is valid and available. Leave this field empty to include all "
":abbr:`PoS (Point of Sale)`."
msgstr ""
":guilabel:`Punto de venta`: seleccione el punto de venta en el que el "
"programa es válido y se encuentra disponible. Deje este campo vacío para "
"incluir todos los :abbr:`PdV (Punto de venta)`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "eWallet program configuration page"
msgstr "Página de configuración del programa de monedero electrónico."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63
msgid ""
"Once the program is configured, click the :guilabel:`Generate eWallet` "
"button in the upper-left corner to generate eWallets. eWallets can be "
"generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. "
"The quantity is automatically adapted according to the :guilabel:`Customers`"
" and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet "
"value`. Finally, set the :guilabel:`Valid Until` period if applicable."
msgstr ""
"Una vez que el programa se encuentra configurado, haga clic en el botón "
":guilabel:`Generar monedero electrónico` en la esquina superior izquierda "
"para generarlos. Estos se pueden generar por :guilabel:`clientes` o las "
":guilabel:`etiquetas de cliente` y la cantidad se adapta de manera "
"automática según lo que haya seleccionado. Luego, establezca el valor del "
":guilabel:`monedero electrónico` y por ultimo establezca el período "
":guilabel:`Válido hasta` si aplica."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69
msgid ""
"Generated eWallets can be accessed through the :guilabel:`eWallets` smart "
"button in the upper-right corner. From there, :guilabel:`Send` or "
":guilabel:`Share` the eWallets via email or a URL link."
msgstr ""
"Puede acceder a los monederos electrónicos generados a través del botón "
"inteligente :guilabel:`Monederos electrónicos` en la esquina superior "
"derecha. Allí puede :guilabel:`enviar` o :guilabel:`compartir` los monederos"
" por correo electrónico o un enlace URL."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "eWallets send and share buttons"
msgstr "Botones para enviar y compartir monederos electrónicos."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76
msgid ""
"Click on an eWallet to change the :guilabel:`Expiration Date`, "
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an "
"eWallet *cannot* be changed, deleted, or duplicated."
msgstr ""
"Haga clic en un monedero electrónico para cambiar la :guilabel:`fecha de "
"vencimiento`, :guilabel:`contacto` o :guilabel:`saldo`. El "
":guilabel:`código` de un monedero electrónico *no* se puede modificar, "
"eliminar o duplicar."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82
msgid "Gift cards"
msgstr "Tarjetas de regalo"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84
msgid ""
"Gift cards can be purchased by customers, and in turn used as a payment "
"method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
msgstr ""
"Los clientes pueden comprar tarjetas de regalo y utilizarlas como método de "
"pago en una tienda de comercio electrónico o un punto de venta."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87
msgid ""
"Before creating a new gift card program, it is necessary to first create "
"gift cards as products. To do so, go to :menuselection:`Sales app --> "
"Products --> Products` and :guilabel:`Create` a product. On the product "
"template, configure the options as follows:"
msgstr ""
"Antes de crear un nuevo programa de tarjetas de regalo, es necesario "
"crearlas como productos. Para hacerlo, vaya a :menuselection:`Ventas --> "
"Productos --> Productos` y haga clic en :guilabel:`Nuevo` para crear uno. En"
" la plantilla de producto, configure las opciones de la siguiente manera:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91
msgid ":guilabel:`Product Name`: enter a name for the gift card product"
msgstr ""
":guilabel:`Nombre del producto`: escriba un nombre para el producto de "
"tarjeta de regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96
msgid ":guilabel:`Sales Price`: enter the amount of the gift card"
msgstr ""
":guilabel:`Precio de venta`: escriba el importe de la tarjeta de regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99
msgid ""
"In order to have gift cards of different amounts, create multiple gift card "
"products and modify the :guilabel:`Sales Price` accordingly."
msgstr ""
"Para tener tarjetas de regalo con distintos importes, cree varias tarjetas "
"de regalo y modifique el :guilabel:`precio de venta`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102
msgid ""
"Once the gift card product is created, go to :menuselection:`Sales app --> "
"Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card "
"program. The following configuration options are available:"
msgstr ""
"Una vez que cree la tarjeta de regalo, vaya a :menuselection:`Ventas --> "
"Productos --> Tarjetas de regalo y monedero electrónico` para "
":guilabel:`crear` un programa de tarjetas de regalo. Están disponibles las "
"siguientes opciones de configuración:"
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106
msgid ":guilabel:`Program Name`: enter a name for the gift card program"
msgstr ""
":guilabel:`Nombre del programa`: escriba un nombre para el programa de "
"tarjeta de regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107
msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`"
msgstr ""
":guilabel:`Tipo de programa`: seleccione :guilabel:`tarjeta de regalo`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108
msgid ""
":guilabel:`Gift Card Products`: select the gift card product created "
"earlier. Repeat the process if you created gift card products of different "
"amounts."
msgstr ""
":guilabel:`Productos de tarjeta de regalo`: seleccione la tarjeta de regalo "
"que creó con anterioridad. Repita el proceso si creó tarjetas de regalo de "
"distintos importes."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110
msgid ""
":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift "
"Card Information` template, or create a new template by clicking on the "
"field, selecting :guilabel:`Search More`, and then clicking "
":guilabel:`Create`."
msgstr ""
":guilabel:`Plantilla de correo`: seleccione la plantilla predeterminada "
":guilabel:`Tarjeta de regalo: Información de la tarjeta de regalo` o cree "
"una nueva plantilla. Haga clic en el campo, seleccione :guilabel:`Buscar "
"más` y después haga clic en :guilabel:`Nuevo`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113
msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`"
msgstr ""
":guilabel:`Imprimir reporte`: seleccione :guilabel:`Tarjeta de regalo`."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114
msgid ""
":guilabel:`Currency`: select the currency to use for the gift card program"
msgstr ""
":guilabel:`Divisa`: seleccione la divisa que se utilizará en el programa de "
"tarjeta de regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "Gift card program configuration page"
msgstr "Página de configuración del programa de tarjeta de regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126
msgid ""
"Once the program is configured, click the :guilabel:`Generate Gift Cards` "
"button in the upper-left corner to generate gift cards. Gift cards can be "
"generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected "
"Customers`. Set the :guilabel:`Quantity to generate` for "
":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or "
":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the "
":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period"
" if applicable."
msgstr ""
"Una vez que el programa se encuentra configurado, haga clic en el botón "
":guilabel:`Generar tarjetas de regalo` en la esquina superior izquierda. Las"
" tarjetas de regalo se pueden generar para :guilabel:`clientes anónimos` o "
":guilabel:`clientes seleccionados`. Establezca la :guilabel:`cantidad a "
"generar` para :guilabel:`clientes anónimos`, o seleccione "
":guilabel:`clientes` o :guilabel:`etiquetas de cliente` para los "
":guilabel:`clientes seleccionados`. Luego, establezca el valor de la "
":guilabel:`tarjeta de regalo`, y por último el período en :guilabel:`Válido"
" hasta` si aplica."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133
msgid ""
"Generated gift cards can be accessed through the :guilabel:`Gift Cards` "
"smart button in the upper-right corner. From there, :guilabel:`Send` or "
":guilabel:`Share` the gift cards via email or a URL link."
msgstr ""
"Puede acceder a las tarjetas de regalo generadas a través del botón "
"inteligente :guilabel:`Tarjetas de regalo` en la esquina superior derecha. "
"Desde allí, puede :guilabel:`enviar` o :guilabel:`compartir` las tarjetas de"
" regalo por correo electrónico o un enlace URL."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
msgid "Gift cards send and share buttons"
msgstr "Botones para enviar y compartir tarjetas de regalo."
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141
msgid ""
"Click on a gift card to change the :guilabel:`Expiration Date`, "
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift "
"card *cannot* be changed, deleted, or duplicated."
msgstr ""
"Haga clic en una tarjeta de regalo para cambiar la :guilabel:`fecha de "
"vencimiento`, :guilabel:`contacto` o :guilabel:`saldo`. El "
":guilabel:`código` de una tarjeta de regalo *no* se puede modificar, "
"eliminar o duplicar."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
msgid "Discount and loyalty programs"
msgstr "Programas de descuento y lealtad"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
msgid ""
"The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users "
"to create discount and loyalty programs that customers can use for online "
"and in-store shopping. These programs offer more varied, public, and time-"
"sensitive pricing options than :doc:`pricelists "
"</applications/sales/sales/products_prices/prices/pricing>`."
msgstr ""
"Las aplicaciones *Ventas*, *Comercio electrónico* y *Punto de venta* de Odoo"
" permiten que los usuarios creen programas de descuento y lealtad que los "
"clientes pueden utilizar para comprar en línea y en la tienda. Estos "
"programas ofrecen opciones de precios más variadas, públicas y con distintos"
" plazos que las :doc:`listas de precios "
"</applications/sales/sales/products_prices/prices/pricing>`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11
msgid "Configure the settings"
msgstr "Configurar ajustes"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13
msgid ""
"To begin using discount and loyalty programs, navigate to "
":menuselection:`Sales --> Configuration --> Settings`. Under the "
":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & "
"Gift Card` setting by checking the box next to the feature. Finally, click "
":guilabel:`Save` to save the changes."
msgstr ""
"Para comenzar a usar los programas de descuento y lealtad, vaya a "
":menuselection:`Ventas --> Configuración --> Ajustes`. En la sección de "
":guilabel:`Precio` active el ajuste :guilabel:`Descuentos y tarjetas de "
"lealtad y regalo` marcando la casilla junto a la función. Por último, haga "
"clic en :guilabel:`guardar` los cambios."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19
msgid "Configure discount and loyalty programs"
msgstr "Configurar programas de descuento y lealtad"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21
msgid ""
"To create discount and loyalty programs, go to :menuselection:`Sales --> "
"Products --> Discount & Loyalty`."
msgstr ""
"Para crear programas de descuento y lealtad, vaya a :menuselection:`Ventas "
"--> Productos --> Descuento y lealtad`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24
msgid ""
"If no discount or loyalty programs have been created yet, Odoo provides a "
"choice of templates to help create the first program. Choose one of the "
"template cards, or click :guilabel:`New` to create a new program from "
"scratch."
msgstr ""
"Si aún no ha creado programas de descuento o lealtad, Odoo ofrece una varias"
" plantillas para ayudar a crear el primero. Seleccione una de las tarjetas "
"de plantilla o haga clic en :guilabel:`Nuevo` para crear un programa desde "
"cero."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28
msgid ""
"Or, if there are already existing programs, select an existing program to "
"edit it."
msgstr "O si ya existen algunos programas, elija uno para editarlo."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Discount and loyalty program template cards."
msgstr "Tarjetas de plantilla de programa de descuento y lealtad."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
msgid ""
"Templates **only** appear when no programs have been created, and they "
"disappear once the first program is created."
msgstr ""
"Las plantillas **solo** aparecen cuando no ha creado programas y desaparecen"
" una vez que crea el primero."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38
msgid "Creating or editing a program opens the program form."
msgstr "Crear o editar un programa abre el formulario de programa."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Program options on the loyalty program form."
msgstr "Opciones de programa en el formulario de programa de lealtad."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44
msgid "The program form contains the following fields:"
msgstr "El formulario del programa incluye los siguientes campos:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46
msgid ""
":guilabel:`Program Name`: Enter the name of the program in this field. The "
"program name is **not** visible to the customer."
msgstr ""
":guilabel:`Nombre del programa`: Escriba el nombre del programa en este "
"campo, el cliente **no** podrá verlo."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48
msgid ""
":guilabel:`Program Type`: Select the desired :ref:`program type "
"<sales/pricing_management/program-types>` from the drop-down menu."
msgstr ""
":guilabel:`Tipo de programa`: Seleccione el :ref:`tipo de programa "
"<sales/pricing_management/program-types>` con el menú desplegable."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50
msgid ":guilabel:`Currency`: Select the currency used for the program."
msgstr ""
":guilabel:`Divisa`: seleccione la divisa que se utilizará para el programa."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51
msgid ""
":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down "
"menu to have this loyalty program applied to a specific pricelist (and "
"customers attached to the pricelist). More than one pricelist can be "
"selected in this field. When a single loyalty program is linked to several "
"pricelists, it makes it viable for different customer segments to have "
"different pricelists, but the *same* loyalty programs. If this field is left"
" blank, the program applies to everyone, regardless of pricelist."
msgstr ""
":guilabel:`Lista de precios`: Si lo desea, seleccione una lista de precios "
"en el menú desplegable para aplicar este programa de lealtad a una lista de "
"precios específica (y a los clientes asociados con ella), puede seleccionar "
"más de una. Cuando un solo programa de lealtad está vinculado a varias "
"listas de precios, los clientes tendrán distintas listas de precios, pero "
"los *mismos* programas de lealtad. Si deja este campo vacío, el programa "
"aplica para todos, independientemente de la lista de precios."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57
msgid ""
":guilabel:`Points Unit`: Enter the name of the points used for the "
":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit "
"name *is* visible to the customer. This field is **only** available when the"
" :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
msgstr ""
":guilabel:`Unidad de puntos`: Escriba el nombre de los puntos que se "
"utilizan en el programa de :guilabel:`tarjetas de lealtad` (por ejemplo, "
"`Puntos de lealtad`). Este nombre *es* visible para el cliente. Este campo "
"**solo** está disponible cuando el :guilabel:`tipo de programa` es "
":guilabel:`Tarjetas de lealtad`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60
msgid ""
":guilabel:`Start Date`: Select the date on which the program becomes valid. "
"Leave this field blank if the program should always be valid and not expire."
msgstr ""
":guilabel:`Fecha de inicio`: Seleccione la fecha en la que el programa "
"comienza a ser válido. Deje este campo vacío si el programa debe estar "
"vigente siempre y no tiene fecha de vencimiento."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62
msgid ""
":guilabel:`End Date`: Select the date on which the program stops being "
"valid. Leave this field blank if the program should always be valid and not "
"expire."
msgstr ""
":guilabel:`Fecha de finalización`: Seleccione la fecha en la que el programa"
" deja de ser válido. Deje este campo vacío si el programa debe estar vigente"
" siempre y no tiene fecha de vencimiento."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64
msgid ""
":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number "
"of :guilabel:`usages` to limit the number of times the program can be used "
"during the validity period."
msgstr ""
":guilabel:`Límite de uso`: Si lo desea, seleccione esta casilla y escriba un"
" número para limitar el número de veces que el programa puede "
":guilabel:`usarse` durante el periodo de :guilabel:`validez`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66
msgid ""
":guilabel:`Company`: If working in a multi-company database, choose the one "
"company for which the program is available. If left blank, the program is "
"available to all companies in the database."
msgstr ""
":guilabel:`Empresa`: Si la base de datos usa un entorno multiempresa, "
"seleccione la empresa en la que está disponible el programa. Deje este campo"
" vacío si el programa estará disponible para todas las empresas de la base "
"de datos."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68
msgid ""
":guilabel:`Available On`: Select the apps on which the program is available."
msgstr ""
":guilabel:`Disponible en`: Seleccione las aplicaciones en las que está "
"disponible el programa."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69
msgid ""
":guilabel:`Website`: Select a website on which the program is available. "
"Leave this field blank to make it available on all websites."
msgstr ""
":guilabel:`Sitio web`: Seleccione los sitios web en los que el programa está"
" disponible. Deje este campo vacío para que esté disponible en todos sus "
"sitios."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71
msgid ""
":guilabel:`Point of Sale`: Select the point(s) of sale at which the program "
"is available. Leave this field blank to make it available at all :abbr:`PoS "
"(Point of Sale)`."
msgstr ""
":guilabel:`Punto de venta`: seleccione los puntos de venta en los que el "
"programa está disponible. Deje este campo vacío para que esté disponible en "
"todos."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75
msgid ""
"The options available on the program form vary depending on the "
":ref:`Program Type <sales/pricing_management/program-types>` selected."
msgstr ""
"Las opciones disponibles en el formulario de programa varían según el "
":ref:`tipo de programa <sales/pricing_management/program-types>` "
"seleccionado."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78
msgid ""
"All of the existing cards, codes, coupons, etc. that have been generated for"
" the program are accessible through the smart button located at the top of "
"the form."
msgstr ""
"Puede acceder a todas las tarjetas, códigos y cupones que ha creado para el "
"programa mediante el botón inteligente ubicado en la parte superior del "
"formulario."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Program items smart button on the loyalty program form."
msgstr ""
"Botón inteligente de elementos de programa en el formulario de programa de "
"lealtad."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
msgid ""
"In Odoo 17 (and later), when a loyalty card or coupon is associated with a "
"contact in the database, a :guilabel:`Loyalty Cards` smart button "
"conditionally appears on the contact form."
msgstr ""
"En Odoo 17 (y versiones más recientes), cuando una tarjeta de lealtad o "
"cupón está relacionado con un contacto en la base de datos, aparece de forma"
" condicional el botón inteligente :guilabel:`Tarjetas de lealtad` en el "
"formulario del contacto."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid ""
"The Loyalty Card smart button as it appears on a contact form in Odoo 17."
msgstr ""
"El botón inteligente de la tarjeta de lealtad tal y como aparece en un "
"formulario de contacto en Odoo 17."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93
msgid ""
"This smart button **only** appears if a loyalty card or coupon is associated"
" with the contact."
msgstr ""
"Este botón inteligente **solo** aparece si hay una tarjeta de lealtad o "
"cupón asociado con el contacto."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98
msgid "Program types"
msgstr "Tipos de programa"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100
msgid ""
"The different :guilabel:`Program Types` available on the program form are:"
msgstr ""
"Estos son los distintos :guilabel:`tipos de programa` disponibles en el "
"formulario del programa:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102
msgid ""
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
"immediate access to rewards."
msgstr ""
":guilabel:`Cupones`: genere y comparta códigos de cupón de un solo uso que "
"proporcionan acceso inmediato a las recompensas."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104
msgid ""
":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates "
"points to exchange for rewards on current and/or future orders."
msgstr ""
":guilabel:`Tarjetas de lealtad`: el cliente acumula puntos cuando compra y "
"los puede canjear por recompensas en sus órdenes actuales o futuras."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106
msgid ""
":guilabel:`Promotions`: Set conditional rules for ordering products, which, "
"when fulfilled, grant access to rewards for the customer."
msgstr ""
":guilabel:`Promociones`: establezca reglas condicionales para ordenar "
"productos, que cuando se cumplan, otorguen acceso a recompensas para el "
"cliente."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108
msgid ""
":guilabel:`Discount Code`: Set codes which, when entered upon checkout, "
"grant discounts to the customer."
msgstr ""
":guilabel:`Código de descuento`: establezca códigos que, cuando se ingresan "
"al momento de finalizar la compra, otorguen descuentos al cliente."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110
msgid ""
":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted "
"1 credit. After accumulating a specified amount of credits, the customer can"
" trade them in to receive (Y) item."
msgstr ""
":guilabel:`Comprar X y recibir Y`: El cliente recibe un crédito por cada "
"artículo (X) que adquiera. Luego de acumular una cantidad específica de "
"créditos podrá intercambiarlos para recibir el artículo (Y)."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112
msgid ""
":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes "
"that grant access to rewards on the customer's next order."
msgstr ""
":guilabel:`Cupones para la próxima orden`: genere y comparta códigos de "
"cupón de un solo uso que proporcionan acceso a las recompensas en la próxima"
" orden del cliente."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116
msgid "Conditional rules"
msgstr "Reglas condicionales"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118
msgid ""
"Next, configure the :guilabel:`Conditional rules` that determine when the "
"program applies to a customer's order."
msgstr ""
"Luego, configure las :guilabel:`reglas condicionales` que determinan cuándo "
"se aplica el programa a la orden de un cliente."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121
msgid ""
"In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to "
":guilabel:`Conditional rules` to add *conditions* to the program. This "
"reveals a :guilabel:`Create Conditional rules` pop-up window."
msgstr ""
"En la pestaña :guilabel:`Reglas y recompensas` haga clic en "
":guilabel:`Agregar` junto a :guilabel:`Reglas condicionales` para agregar "
"*condiciones* al programa. Esta acción despliega la ventana emergente de "
":guilabel:`Crear reglas condicionales`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Rules & Rewards tab of the loyalty program form."
msgstr "Pestaña Reglas y recompensas del formulario del programa de lealtad."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130
msgid ""
"The options for :guilabel:`Conditional rules` vary depending on the selected"
" :ref:`Program Type <sales/pricing_management/program-types>`."
msgstr ""
"Las opciones para las :guilabel:`reglas condicionales` varían según el "
":ref:`tipo de programa <sales/pricing_management/program-types>` "
"seleccionado."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133
msgid "The following options are available for configuring conditional rules:"
msgstr ""
"Las siguientes opciones están disponibles para configurar las reglas "
"condicionales:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135
msgid ""
":guilabel:`Discount Code`: Enter a custom code to be used for the "
":guilabel:`Discount Code` program, or use the default one generated by Odoo."
" This field is only available when the :guilabel:`Program Type` is set to "
":guilabel:`Discount Code`."
msgstr ""
":guilabel:`Código de descuento`: ingrese un código personalizado que se "
"pueda utilizar en el programa de :guilabel:`Código de descuento` o use el "
"que Odoo genera de forma predeterminada. Este campo solo está disponible "
"cuando el :guilabel:`tipo de programa` es :guilabel:`Código de descuento`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138
msgid ""
":guilabel:`Minimum Quantity`: Enter the minimum number of products that must"
" be purchased in order to access the reward. Set the minimum quantity to at "
"least `1` to ensure that the customer must make a purchase in order to "
"access the reward."
msgstr ""
":guilabel:`Cantidad mínima`: escriba el número mínimo de productos que deben"
" comprarse para poder acceder a la recompensa. Este debe ser al menos `1` "
"para garantizar que para obtenerla, el cliente debe realizar una compra."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141
msgid ""
":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with "
":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in "
"order to access the reward. If both a minimum quantity *and* minimum "
"purchase amount are entered, then the customer's order must meet both "
"conditions."
msgstr ""
":guilabel:`Compra mínima`: escriba la cantidad mínima (en divisa), con "
":guilabel:`impuestos incluidos` o :guilabel:`impuestos excluidos`, que debe "
"gastarse para obtener la recompensa. Si se introduce una cantidad mínima *y*"
" un importe mínimo de compra, entonces la orden del cliente debe cumplir "
"ambas condiciones."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145
msgid ""
":guilabel:`Products`: Select the specific product(s) for which the program "
"applies. Leave this field blank to apply it to all products."
msgstr ""
":guilabel:`Productos`: Seleccione los productos específicos para los que "
"aplica el programa. Deje este campo vacío para aplicarlo a todos los "
"productos."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147
msgid ""
":guilabel:`Categories`: Select the category of products for which the "
"program applies. Choose :guilabel:`All` to apply it to all product "
"categories."
msgstr ""
":guilabel:`Categorías`: seleccione la categoría de productos a la que se "
"aplica el programa. Elija :guilabel:`Todas` para aplicarlo a todas las "
"categorías de productos."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149
msgid ""
":guilabel:`Product Tag:` Select a tag to apply the program to products with "
"that specific tag."
msgstr ""
":guilabel:`Etiqueta del producto:` seleccione una etiqueta para aplicar el "
"programa a los productos con esa etiqueta específica."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150
msgid ""
":guilabel:`Grant`: Enter the number of points the customer earns "
":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per "
"unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` "
"programs)."
msgstr ""
":guilabel:`Otorgar`: escriba el número de puntos que el cliente gana "
":guilabel:`por orden`, :guilabel:`por importe gastado` o :guilabel:`por "
"unidad pagada` (para los programas :guilabel:`Tarjetas de lealtad` y "
":guilabel:`Comprar X y obtener Y`)."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid ""
"Conditional rules configuration window for a discount or loyalty program."
msgstr ""
"Ventana de configuración de reglas condicionales para un programa de "
"descuento o lealtad."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158
msgid ""
"Click :guilabel:`Save & Close` to save the rule and close the pop-up window,"
" or click :guilabel:`Save & New` to save the rule and immediately create a "
"new one."
msgstr ""
"Haga clic en :guilabel:`Guardar y cerrar` para guardar la regla y cerrar la "
"ventana emergente. También puede hacer clic en :guilabel:`Guardar y crear "
"nuevo` para guardar la regla y crear una nueva de inmediato."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162
msgid "Rewards"
msgstr "Recompensas"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164
msgid ""
"In the :guilabel:`Rules & Rewards` tab of the program form, click "
":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program."
" This reveals a :guilabel:`Create Rewards` pop-up window."
msgstr ""
"En la pestaña :guilabel:`Reglas y recompensas` del formulario del programa, "
"haga clic en :guilabel:`Agregar` junto a :guilabel:`Recompensas` para "
"agregar *recompensas* al programa. Esta acción despliega la ventana "
"emergente :guilabel:`Crear recompensas`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169
msgid ""
"The options for :guilabel:`Rewards` vary depending on the selected "
":ref:`Program Type <sales/pricing_management/program-types>`."
msgstr ""
"Las opciones para otorgar :guilabel:`recompensas` varían según el :ref:`tipo"
" de programa <sales/pricing_management/program-types>` seleccionado."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172
msgid "The following options are available for configuring rewards:"
msgstr ""
"Las siguientes opciones están disponibles para configurar las recompensas:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174
msgid ""
":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free "
"Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other "
"options for reward configuration depend on the :guilabel:`Reward Type` "
"selected."
msgstr ""
":guilabel:`Tipo de recompensa`: seleccione el tipo de recompensa entre "
":guilabel:`Producto gratis`, :guilabel:`Descuento` y :guilabel:`Envío "
"gratis`, otras opciones dependen del :guilabel:`tipo de recompensa` "
"seleccionado."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178
msgid ":guilabel:`Free Product`:"
msgstr ":guilabel:`Producto gratis`:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180
msgid ""
":guilabel:`Quantity Rewarded`: Select the number of free products rewarded "
"to the customer."
msgstr ""
":guilabel:`Cantidad recompensada`: seleccione el número de productos "
"gratuitos que se le otorgarán al cliente."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181
msgid ""
":guilabel:`Product`: Select the product given for free as a reward. Only one"
" product can be selected."
msgstr ""
":guilabel:`Producto`: seleccione el producto que se otorgará de forma "
"gratuita como recompensa, solo puede elegir uno."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183
msgid ""
":guilabel:`Product Tag`: Select a tag to further specify the free product "
"eligible for the reward."
msgstr ""
":guilabel:`Etiqueta del producto`: seleccione una etiqueta para especificar "
"el producto gratuito elegible para la recompensa."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186
msgid ":guilabel:`Discount`:"
msgstr ":guilabel:`Descuento`:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188
msgid ""
":guilabel:`Discount`: Enter the discounted amount in either "
":guilabel:`percentage`, :guilabel:`currency per point`, or "
":guilabel:`currency per order`. Then, select whether the discount applies to"
" the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the "
"order, or only :guilabel:`Specific Products`."
msgstr ""
":guilabel:`Descuento`: Ingrese el importe descontado en "
":guilabel:`porcentaje`, :guilabel:`divisa por punto` o :guilabel:`divisa por"
" orden`. Después seleccione si el descuento se aplica a toda la "
":guilabel:`orden`, solo al :guilabel:`producto más barato` en ella o solo a "
":guilabel:`productos específicos`."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197
msgid ""
":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this "
"reward may grant as a discount. Leave this field at `0` for no limit."
msgstr ""
":guilabel:`Descuento máximo`: escriba la cantidad máxima (en divisa) que "
"esta recompensa puede conceder como descuento. Deje este campo en `0` para "
"que no haya límite."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195
msgid ":guilabel:`Free Shipping`:"
msgstr ":guilabel:`Envío gratis`:"
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200
msgid ""
":guilabel:`In exchange of`: Enter the number of points required to exchange "
"for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get "
"Y` programs)."
msgstr ""
":guilabel:`A cambio de`: ingrese el número de puntos necesarios para canjear"
" la recompensa (para los programas :guilabel:`Tarjetas de lealtad` y "
":guilabel:`Comprar X y obtener Y`)."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202
msgid ""
":guilabel:`Description on order`: Enter the description of the reward, which"
" is displayed to the customer upon checkout."
msgstr ""
":guilabel:`Descripción en la orden`: escriba la descripción de la "
"recompensa, se le mostrará al cliente cuando finalice su pedido."
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
msgid "Rewards configuration window for a discount or loyalty program."
msgstr ""
"Ventana de configuración de recompensas para un programa de descuento o "
"lealtad."
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
msgid "Manage your pricing"
msgstr "Gestionar precios"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
msgid "Foreign currencies"
msgstr "Divisas extranjeras"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
msgid ""
"With Odoo, pricelists can be used to manage prices in a number of foreign "
"currencies. Specifically, Odoo has the ability to work with 167 total "
"currencies."
msgstr ""
"Con Odoo, puede usar las listas de precios para gestionar sus precios en "
"varias divisas extranjeras. Odoo le permite trabajar con un total de 167 "
"divisas."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9
msgid ""
"In order to use multiple currencies in Odoo *Sales*, the *Accounting* "
"application **must** be installed."
msgstr ""
"Para utilizar varias divisas en la aplicación *Ventas* de Odoo también "
"**debe** tener instalada la aplicación *Contabilidad*."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15
msgid ""
"Once the *Accounting* app has been installed, foreign currencies can be "
"added to the database. Navigate to :menuselection:`Accounting app --> "
"Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, "
"and locate the :guilabel:`Main Currency` setting."
msgstr ""
"Una vez que haya instalado la aplicación *Contabilidad* podrá agregar "
"divisas extranjeras a la base de datos. Vaya a :menuselection:`Contabilidad "
"--> Configuración --> Ajustes`, diríjase a la sección de :guilabel:`Divisas`"
" y busque la función :guilabel:`Divisa principal`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid ""
"How the main currency feature appears on settings page in Odoo Accounting."
msgstr ""
"Visualización de la función de divisa principal en la página de ajustes en "
"la aplicación Contabilidad de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23
msgid ""
"Odoo automatically sets the main currency as the currency of the country the"
" company is based in."
msgstr ""
"De forma automática, Odoo establece la divisa principal como la moneda del "
"país en el que se encuentra la empresa."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25
msgid ""
"To change the main currency of the company, select the drop-down menu in the"
" :guilabel:`Currency` field, select the desired currency, and be sure to "
":guilabel:`Save` the changes."
msgstr ""
"Para cambiar la divisa principal de la empresa, vaya al menú desplegable del"
" campo :guilabel:`Divisa`, elija la divisa correspondiente y asegúrese de "
":guilabel:`guardar` los cambios."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29
msgid ""
"To ensure currency rates are updated automatically, enable the *automatic "
"currency rates* feature on the *Accounting* settings page "
"(:menuselection:`Accounting app --> Configuration --> Settings --> "
"Currencies section`)."
msgstr ""
"Para asegurarse de que las tasas de cambio se actualicen de forma "
"automática, habilite la función de *tasas de cambio automáticas* en la "
"página de ajustes de *Contabilidad*. Vaya a la aplicación "
":menuselection:`Contabilidad --> Configuración --> Ajustes --> sección de "
"Divisas`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37
msgid ""
"Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, "
"choose a designated bank to get the currency rates from in the "
":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`"
" of time for the updates to take place. Then determine when the date of the "
":guilabel:`Next Run` should be."
msgstr ""
"Haga clic en la casilla ubicada junto a la función :guilabel:`Tasas de "
"cambio automáticas`, elija un banco para obtener las tasas de cambio en el "
"menú desplegable de :guilabel:`Servicio` y seleccione un "
":guilabel:`Intervalo` de tiempo para las actualizaciones. Después, determine"
" la fecha de la :guilabel:`Siguiente ejecución`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
msgid ""
"To instantly update the currency rates, click the :guilabel:`🔁 (circular "
"arrows)` icon, located to the right of the :guilabel:`Next Run` field."
msgstr ""
"Para actualizar las tasas de cambio al instante, haga clic en el icono "
":guilabel:`🔁 (flechas circulares)` que está ubicado a la derecha del campo "
":guilabel:`Siguiente ejecución`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45
msgid ""
"When all configurations are complete, be sure to :guilabel:`Save` all "
"changes."
msgstr ""
"Asegúrese de :guilabel:`guardar` todos los cambios en cuanto termine de "
"realizar sus configuraciones."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48
msgid ""
"All payment methods **must** be in the same currency as the sales journal, "
"or the company currency, if the company currency is not set. If it is not "
"the same, a :guilabel:`Validation Error` message appears."
msgstr ""
"Todos los métodos de pago **deben** estar en la misma divisa que el diario "
"de ventas o la de la empresa, si no está configurada. Si no es la misma, "
"aparecerá un mensaje de :guilabel:`error de validación`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53
msgid "View, edit, and add currencies"
msgstr "Ver, editar y agregar divisas"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55
msgid ""
"To view, edit, and add currencies to the database, making them available on "
"pricelists and on the :guilabel:`Main Currency` drop-down menu, click the "
":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field "
"on the :menuselection:`Accounting app --> Settings` page."
msgstr ""
"Para revisar, editar y agregar divisas a la base de datos y que estén "
"disponibles en las listas de precios y como opción en el menú desplegable de"
" :guilabel:`Divisa principal`, haga clic en el enlace :guilabel:`Divisas`. "
"Este enlace se encuentra abajo del campo :guilabel:`Divisa` en "
":menuselection:`Contabilidad --> página de Ajustes`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59
msgid ""
"When the :guilabel:`Currencies` link is clicked, a separate "
":guilabel:`Currencies` page is revealed."
msgstr ""
"Al hacer clic en el enlace :guilabel:`Divisas` se abre una página separada "
"con la sección :guilabel:`Divisas`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How the main currencies page appears in Odoo Accounting."
msgstr ""
"Visualización de la página principal de divisas en la aplicación "
"Contabilidad de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65
msgid ""
"On this page, Odoo provides a master list of 167 global currencies. Each row"
" shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, "
":guilabel:`Name`, date of the :guilabel:`Last Update`, and "
":guilabel:`Current Rate` (compared to the default currency of the country in"
" which the company is based)."
msgstr ""
"En esta página aparece la lista maestra de Odoo que incluye 167 monedas "
"globales. Cada fila incluye la :guilabel:`divisa` correspondiente, el "
":guilabel:`símbolo`, el :guilabel:`nombre`, la fecha de la :guilabel:`última"
" actualización` y la :guilabel:`tasa actual` (en comparación con la divisa "
"predeterminada del país en el que se encuentra la empresa)."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70
msgid ""
"To the far right, there are two columns, which can be toggled on or off:"
msgstr "En la parte derecha hay dos columnas que puede activar o desactivar:"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72
msgid ""
":guilabel:`Active`: this currency is activated, which means it can be added "
"to a pricelist, or used as the main currency of the company, if desired (via"
" :menuselection:`Accounting app --> Configuration --> Settings --> "
"Currencies section`)."
msgstr ""
":guilabel:`Activo`: Esta divisa está activada, así que puede agregarla a una"
" lista de precios o utilizarla como la divisa principal de la empresa si así"
" lo desea (puede configurarlas desde :menuselection:`Contabilidad --> "
"Configuración --> Ajustes --> sección Divisas`)."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:77
msgid ""
"By default, all the :guilabel:`Active` currency options are at the top of "
"the list."
msgstr ""
"Todas las opciones de divisa :guilabel:`activas` están disponibles de forma "
"predeterminada en la parte superior de la lista."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:80
msgid ""
"It is recommended that *at least* one pricelist is created per "
":guilabel:`Active` currency. See :doc:`./pricing` to learn more about "
"pricelist configuration."
msgstr ""
"Le recomendamos crear *al menos* una lista de precios por cada divisa "
":guilabel:`activa`. Consulte :doc:`./pricing` para obtener más información "
"sobre la configuración de las listas de precios."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:83
msgid ""
"To toggle options on/off, click the toggle switch in the row for the "
"corresponding column. When *on* the color of the switch is green. When "
"*off*, the color of the switch is grey."
msgstr ""
"Para activar o desactivar opciones, haga clic en el interruptor en la "
"columna correspondiente. El color del interruptor es verde cuando la divisa "
"está *activa*, pero es gris si está *desactivada*."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:87
msgid "Currency detail form"
msgstr "Formulario de detalles de la divisa"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89
msgid ""
"To edit any currency on the :guilabel:`Currencies` page, click the desired "
"currency to reveal the detail form for that specific currency, and proceed "
"to make any necessary changes."
msgstr ""
"Para editar cualquier divisa en la página de :guilabel:`Divisas`, haga clic "
"en la divisa correspondiente. Esto abrirá su formulario de detalles y podrá "
"realizar las modificaciones necesarias."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How a currency detail form looks in Odoo Accounting."
msgstr ""
"Aspecto del formulario de detalles de la divisa en la aplicación "
"Contabilidad de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:96
msgid ""
"On the currency detail form, the relevant currency code appears in the "
":guilabel:`Currency` field. Beneath that, the name for the currency is in "
"the :guilabel:`Name` field."
msgstr ""
"El código de la divisa aparece en el campo :guilabel:`Divisa` en el "
"formulario de detalles y abajo aparece su nombre en el campo "
":guilabel:`Nombre`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:99
msgid ""
"Then, toggle the currency's availability with the :guilabel:`Active` toggle:"
" *on* is indicated with a green switch, and *off* is indicated with a grey "
"switch."
msgstr ""
"Luego, cambie la disponibilidad de la divisa con el interruptor "
":guilabel:`Activo`. Si la divisa está *activa*, el interruptor aparece de "
"color verde y si está *inactiva*, el color del interruptor es gris."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:102
msgid ""
"On the right of the currency detail form, the appropriate "
":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` "
"(e.g. `Cents`) can be found."
msgstr ""
"Del lado derecho del formulario de detalles de la divisa se encuentra la "
":guilabel:`unidad de divisa` correspondiente (por ejemplo, `dólares`) y "
"también la :guilabel:`subunidad de divisa` (por ejemplo, `centavos`)."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:105
msgid ""
"Next, under the :guilabel:`Rates` tab, the various conversion rates can be "
"viewed, added, or deleted. Each row shows the :guilabel:`Date` of that "
"specific rate, the :guilabel:`Company` to which it is connected, followed by"
" the :guilabel:`Unit per...` and :guilabel:`...per Unit`."
msgstr ""
"En la pestaña :guilabel:`Tasas` puede ver, agregar o eliminar varias tasas "
"de conversión. Cada fila muestra la :guilabel:`fecha` de esa tasa "
"específica, la :guilabel:`empresa` a la que está relacionada, seguida por la"
" :guilabel:`unidad por...` y :guilabel:`... por unidad`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158
msgid ""
"The *...* in each of the last two columns represents the main currency set "
"for the company. For example, if the main currency is set to `USD`, the "
"columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`."
msgstr ""
"Los puntos suspensivos (*...*) en las dos últimas columnas representan la "
"divisa principal establecida para la empresa. Por ejemplo, si la divisa "
"principal son los `USD`, entonces las columnas se titulan :guilabel:`Unidad "
"por USD` y :guilabel:`USD por unidad`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:114
msgid ""
"To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` "
"tab, and proceed to fill in the necessary information in the aforementioned "
"columns."
msgstr ""
"Para agregar una nueva tasa, haga clic en :guilabel:`Agregar una línea` en "
"la pestaña :guilabel:`Tasas` y luego complete la información necesaria en "
"las columnas que se mencionan arriba."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:118
msgid "Main currency detail form"
msgstr "Formulario de detalles de la divisa principal"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:120
msgid ""
"If the selected currency is the main currency of the company, a blue banner "
"appears at the top of the currency detail form with the message: "
":guilabel:`This is your company's currency.`."
msgstr ""
"Si la divisa que seleccionó es la divisa principal de la empresa, aparecerá "
"el texto \":guilabel:`Esta es la divisa de su empresa`\" en un recuadro azul"
" en la parte superior del formulario de detalles."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How a main currency detail form looks in Odoo Accounting."
msgstr ""
"Aspecto del formulario de detalles de la divisa principal en la aplicación "
"Contabilidad de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:127
msgid ""
"All the fields are the same as a typical currency detail form, but there "
"will **not** be a :guilabel:`Rates` tab because all other currency rates are"
" based off the main currency of the company."
msgstr ""
"Todos los campos son iguales a los que puede encontrar en los formularios de"
" detalles de otras divisas, pero la pestaña :guilabel:`Tasas` **no** estará "
"disponible porque todas las demás tasas de cambio de moneda se basan en la "
"moneda principal de la empresa."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132
msgid "Create new currency"
msgstr "Crear una nueva divisa"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:134
msgid ""
"If a desired currency isn't on the :guilabel:`Currencies` page, click the "
":guilabel:`New` button to open a blank currency template form."
msgstr ""
"Si la divisa que desea utilizar no está en la página :guilabel:`Divisas`, "
"entonces haga clic en el botón :guilabel:`Nuevo` para abrir un formulario de"
" plantilla de divisas en blanco."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:138
msgid ""
"The same :guilabel:`New` button is located in the upper-right corner of any "
"currency detail form."
msgstr ""
"El botón :guilabel:`Nuevo` se ubica en la esquina superior derecha de "
"cualquier formulario de detalles de divisa."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid "How a blank currency detail form looks in Odoo Accounting."
msgstr ""
"Aspecto del formulario de detalles vacío de la divisa en la aplicación "
"Contabilidad de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:144
msgid ""
"On the blank currency detail form, proceed to enter the desired currency "
"code in the :guilabel:`Currency` field. Beneath that, enter the name for the"
" currency in the :guilabel:`Name` field."
msgstr ""
"Complete el formulario de detalles de divisa. Escriba el código de la divisa"
" correspondiente en el campo :guilabel:`Divisa`. Debajo de eso, escriba el "
"nombre de la divisa en el campo :guilabel:`Nombre`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:148
msgid ""
"Then, toggle the currency's availability with the :guilabel:`Active` toggle "
"switch."
msgstr ""
"Cambie la disponibilidad de la divisa con el interruptor :guilabel:`Activo`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:150
msgid ""
"On the right of the currency detail form, enter the appropriate "
":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate "
":guilabel:`Currency Subunit` (e.g. `Cents`)."
msgstr ""
"Del lado derecho del formulario de detalles de la divisa escriba la "
":guilabel:`unidad de divisa` correspondiente (por ejemplo, `dólares`) y "
"también la :guilabel:`subunidad de divisa` (por ejemplo, `centavos`)."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153
msgid ""
"Next, under the :guilabel:`Rates` tab, add a new rate by clicking "
":guilabel:`Add a line`. Then, proceed to confirm and adjust the "
":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and "
":guilabel:`...per Unit` fields to ensure all the auto-populated information "
"is accurate."
msgstr ""
"Abra la pestaña :guilabel:`Tasas` y agregue una nueva, haga clic en "
":guilabel:`Agregar una línea`. Confirme y ajuste los campos "
":guilabel:`Fecha`, :guilabel:`Empresa`, :guilabel:`Unidad por...` y "
":guilabel:`... por unidad` para garantizar que toda la información que se "
"completó de forma automática sea correcta."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:163
msgid "Currency-specific pricelists"
msgstr "Listas de precios específicas para cada divisa"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:165
msgid ""
"It is recommended that *at least* one pricelist is created per active "
"currency in the database. To create (or assign) a pricelist to a specific "
"currency, start by navigating to :menuselection:`Sales app --> Products --> "
"Pricelists`."
msgstr ""
"Le recomendamos que cree *al menos* una lista de precios por cada divisa "
"activa en la base de datos. Para crear (o asignar) una lista de precios a "
"una divisa en específico, vaya a :menuselection:`Ventas --> Productos --> "
"Listas de precios`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:169
msgid ""
"From the :guilabel:`Pricelists` page, either select an existing pricelist to"
" edit, or click :guilabel:`New` to create a new pricelist."
msgstr ""
"En la página de :guilabel:`Listas de precios`, seleccione una lista "
"existente para editarla o haga clic en :guilabel:`Nuevo` para crear una "
"nueva lista de precios."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:172
msgid ""
"On the pricelist detail form, for either a new or existing pricelist, adjust"
" the :guilabel:`Currency` field as desired."
msgstr ""
"En el formulario de detalles de la lista de precios, ya sea una lista de "
"precios nueva o una existente, ajuste el campo :guilabel:`Divisa` según sea "
"necesario."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176
msgid ":doc:`./pricing` to learn more about pricelist configuration."
msgstr ""
"Consulte :doc:`./pricing` para obtener más información relacionada con la "
"configuración de las listas de precios."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179
msgid "Auto-conversion from public price"
msgstr "Conversión automática del precio público"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:181
msgid ""
"It should be noted that the public price seen on products is directly "
"related to the main currency the company has set, which is configured by "
"navigating to :menuselection:`Accounting app --> Configuration --> Settings "
"--> Currencies section --> Main Currency --> Currency drop-down menu`."
msgstr ""
"Es importante mencionar que el precio público que aparece en los productos "
"está directamente relacionado con la divisa principal que la empresa tiene "
"configurada. Vaya a :menuselection:`Contabilidad --> Configuración --> "
"Ajustes --> sección de Divisas --> Divisa principal --> Menú desplegable de "
"divisas`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:185
msgid ""
"The sales price automatically updates if the pricelist is changed to a "
"different pricelist that has a different currency than the company's main "
"currency. The change in price is directly related to the updated conversion "
"rate for that currency."
msgstr ""
"El precio de venta se actualiza de forma automática si cambia la lista de "
"precios a otra que tenga una divisa distinta a la divisa principal de la "
"empresa. El cambio en el precio está directamente relacionado con la tasa de"
" cambio actualizada para esa divisa."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:190
msgid "Set product prices"
msgstr "Establecer precios a los productos"
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:192
msgid ""
"In order to have product prices set in place to avoid any changes in "
"currency rates, start by navigating to :menuselection:`Sales app --> "
"Products --> Products`."
msgstr ""
"Para establecer precios a los productos y evitar que se modifiquen con las "
"tasas de cambio, vaya a :menuselection:`Ventas --> Productos --> Productos`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:195
msgid ""
"From the :guilabel:`Products` page, select the desired product to modify. "
"Or, create a new product by clicking the :guilabel:`New` button."
msgstr ""
"En la página de :guilabel:`Productos`, seleccione el producto que desea "
"modificar o cree uno nuevo con el botón :guilabel:`Nuevo`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198
msgid ""
"Then, on the product detail form, click the :guilabel:`Extra Prices` smart "
"button, located in the upper-left corner. Doing so reveals a separate "
":guilabel:`Price Rules` page, specific to that particular product."
msgstr ""
"En el formulario de detalles del producto, haga clic en el botón inteligente"
" :guilabel:`Precios adicionales` que está ubicado en la esquina superior "
"izquierda. Al realizar esta acción, aparecerá una página separada de "
":guilabel:`Reglas de precio` y es específica para ese producto en "
"particular."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
msgid ""
"How to set product prices based on foreign currency pricelists in Odoo "
"Sales."
msgstr ""
"Cómo establecer precios de productos según las listas de precios en divisas "
"extranjeras en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206
msgid ""
"Click :guilabel:`New`, and select the desired pricelist from the drop-down "
"menu in the :guilabel:`Pricelist` column."
msgstr ""
"Haga clic en :guilabel:`Nuevo` y seleccione una de las listas de precios del"
" menú desplegable en la columna :guilabel:`Lista de precios`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:209
msgid ""
"The :guilabel:`Applied On` field is auto-populated with the product, so "
"proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and"
" :guilabel:`Price` fields."
msgstr ""
"El campo :guilabel:`Aplicado en` se completa en automático con el producto, "
"así que solo debe ingresar las cifras correspondientes en los campos "
":guilabel:`Cantidad mínima` y :guilabel:`Precio`."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:213
msgid ""
"The figure in the :guilabel:`Min. Quantity` field means the "
":guilabel:`Price` being set will **only** trigger if at least that amount of"
" product is purchased."
msgstr ""
"El número en el campo :guilabel:`Cantidad mínima` indica que el "
":guilabel:`precio` establecido se activará **solo** si se compra al menos "
"esa cantidad del producto."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:216
msgid ""
"If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` "
"for the set prices. Leaving those columns blank ensures the set price will "
"remain valid, regardless of the date of sale."
msgstr ""
"Si es necesario, configure una :guilabel:`fecha de inicio` y una "
":guilabel:`fecha de finalización` para los precios establecidos. Si deja "
"esos campos en blanco, entonces el precio que establezca será válido sin "
"importar la fecha de la venta."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:219
msgid ""
"If working in a multi-company environment, designate to which company this "
"price rule should be applied in the :guilabel:`Company` field. Leaving that "
"field blank ensures the price rule applies to all companies in the database."
msgstr ""
"Si trabaja en un entorno multiempresas debe seleccionar a qué empresa se "
"debe aplicar esta regla de precios en el campo :guilabel:`Empresa`. Si deja "
"este campo vacío, la regla de precios se aplicará a todas las empresas de la"
" base de datos."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:223
msgid ""
"With those configurations complete, regardless of any changes/updates in "
"conversion, whenever those designated pricelists are applied to a customer "
"trying to purchase this specific product, these pre-determined set prices "
"appear."
msgstr ""
"Una vez que termine de realizar estas configuraciones, cada que las listas "
"de precios designadas se apliquen a un cliente que intente adquirir este "
"producto en específico, entonces aparecerán los precios establecidos sin "
"verse afectados por cualquier cambio o actualización en las tasas de "
"conversión."
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:228
msgid ":doc:`./pricing`"
msgstr ":doc:`./pricing`"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
msgid "Pricelists, discounts, and formulas"
msgstr "Listas de precios, descuentos y fórmulas"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
msgid ""
"Odoo *Sales* has a useful pricelist feature that can be tailored to fit any "
"unique pricing strategy."
msgstr ""
"*Ventas* tiene una útil función de lista de precios que se puede "
"personalizar para ajustarse a cualquier estrategia de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7
msgid ""
"A *pricelist* is a list of prices (or price rules) that Odoo uses to "
"determine the appropriate price for a customer. These pricelists can be set "
"with specific criteria (such as time periods, minimum quantity sold, and "
"more) in order to apply certain prices or discounts."
msgstr ""
"Una *lista de precios* es una lista de precios (o reglas de precios) que "
"Odoo utiliza para determinar el precio apropiado para un cliente. Estas "
"listas de precios se pueden configurar con criterios específicos (como "
"periodos de tiempo, cantidad mínima vendida, entre otros) para aplicar "
"ciertos precios o descuentos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11
msgid ""
"Pricelists suggest certain prices, but they can always be overridden on the "
"sales order."
msgstr ""
"Las listas de precios sugieren ciertos precios, pero siempre se pueden "
"cambiar en la orden de venta."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14
msgid "Pricing strategy options"
msgstr "Opciones de estrategia de precios"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16
msgid ""
"To choose a pricing strategy, first navigate to :menuselection:`Sales app "
"--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click "
"the checkbox next to the :guilabel:`Pricelists` feature."
msgstr ""
"Para elegir una estrategia de precios, primero vaya a :menuselection:`Ventas"
" --> Configuración --> Ajustes`, busque la sección :guilabel:`Precios` y "
"haga clic en la casilla ubicada junto a la función :guilabel:`Listas de "
"precios`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
msgid ""
"Doing so reveals two additional options beneath it: :guilabel:`Multiple "
"prices per product` and :guilabel:`Advanced price rules (discounts, "
"formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads "
"to a separate pricelists page, wherein pricelists can be created and/or "
"modified."
msgstr ""
"Al hacer esto verá dos opciones adicionales: :guilabel:`Varios precios por "
"producto` y :guilabel:`Reglas de precio avanzadas (descuentos, fórmulas)`. "
"También aparecerá un enlace etiquetado como :guilabel:`listas de precios`, "
"que lleva a una página separada de listas de precios, donde se pueden crear "
"y/o modificar listas de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
msgid ""
":guilabel:`Multiple prices per product`: provides the option to set several "
"different prices per product."
msgstr ""
":guilabel:`Varios precios por producto`: proporciona la opción de establecer"
" varios precios diferentes por producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27
msgid ""
":guilabel:`Advanced price rules (discounts, formulas)`: provides the option "
"to create detailed price rules and apply discounts, margins, and roundings."
msgstr ""
":guilabel:`Reglas de precios avanzadas (descuentos, fórmulas)`: proporcionan"
" la opción de crear reglas de precios detalladas y aplicar descuentos, "
"márgenes y redondeos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the pricelist feature setting looks in Odoo Sales."
msgstr ""
"Cómo se ve la configuración de la función listas de precios en Ventas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34
msgid ""
"After clicking the checkbox beside the :guilabel:`Pricelists` feature, "
"select one of those two options, then click :guilabel:`Save` to save all "
"changes."
msgstr ""
"Una vez que haga clic en la casilla ubicada junto a la función "
":guilabel:`Listas de precios` seleccione una de esas dos opciones, no olvide"
" hacer clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40
msgid ""
"After activating and saving the :guilabel:`Pricelists` feature, the "
":guilabel:`Settings` page reloads and, from here, either select the "
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
" Products --> Pricelists`."
msgstr ""
"Después de activar y guardar la función :guilabel:`listas de precios`, la "
"página de :guilabel:`ajustes` se vuelve a cargar, ahí deberá hacer clic en "
"el enlace :guilabel:`listas de precios` (debajo de la función "
":guilabel:`listas de precios` en la página de :guilabel:`ajustes`), o vaya a"
" :menuselection:`Ventas --> Productos --> Listas de precios`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:430
msgid ""
"Either option reveals the :guilabel:`Pricelists` page, in which pricelists "
"can be created and/or modified at any time."
msgstr ""
"Cualquiera de las opciones lo llevará a la página de :guilabel:`listas de "
"precios`, en la cual se pueden crear o modificar las listas de precios en "
"cualquier momento."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the pricelists page looks in Odoo Sales."
msgstr "Cómo se ve la página de listas de precios en Ventas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
msgid ""
"The order of the pricelists on the :guilabel:`Pricelists` page has an impact"
" on how they are applied. If several pricelists share the same criteria, "
"**only** the first listed pricelist is applied."
msgstr ""
"El orden de las :guilabel:`listas de precios` en la página correspondiente "
"influye en cómo se aplican. Si varias listas de precios comparten los mismos"
" criterios, entonces **solo** se aplica la primera lista de precios que "
"aparece."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57
msgid ""
"For example, for two pricelists with different rules, but same criteria "
"(e.g., same website, same country), only the *first* pricelist in the list "
"is applied."
msgstr ""
"Por ejemplo, si hay dos listas de precios con distintas reglas, pero con los"
" mismos criterios (por ejemplo, un mismo sitio web, un mismo país), solo se "
"aplica la *primera* lista de precios de la lista."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61
msgid ""
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
"*Sales* and *eCommerce*. This pricelist is applied by default, if there are "
"no matching criteria."
msgstr ""
"La :guilabel:`lista de precios pública` es la lista de precios "
"predeterminada que se utiliza con las aplicaciones *Ventas* y *Comercio "
"electrónico* de Odoo. Esta lista se aplica en automático cuando no hay "
"criterios coincidentes."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65
msgid ""
"In Odoo 17 (and above), it is no longer required to have a pricelist entered"
" in the :guilabel:`Pricelist` field on a quotation form in order to confirm "
"it (i.e. turn it into a sales order)."
msgstr ""
"En Odoo 17 (y versiones más recientes) ya no es necesario ingresar una lista"
" de precios en el campo :guilabel:`Lista de precios` de un formulario de "
"cotización para confirmarla (es decir, para convertirla en una orden de "
"venta)."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69
msgid ""
"It should also be noted that, in Odoo 17 (and above), a chatter section can "
"be found on pricelist forms, which enhances the ability to communicate about"
" them."
msgstr ""
"También es importante mencionar que en Odoo 17 (y versiones más recientes) "
"los formularios de las listas de precios cuentan con un chatter que mejora "
"la comunicación. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:72
msgid ""
"From the :guilabel:`Pricelists` page, either select the desired pricelist to"
" edit, or click :guilabel:`New` to create a new pricelist, which reveals a "
"blank pricelist form that can be configured in a number of different ways."
msgstr ""
"Desde la página de :guilabel:`listas de precios`, seleccione la lista de "
"precios deseada para editar o haga clic en :guilabel:`nuevo` para crear una "
"nueva lista de precios, esto mostrará un formulario de lista de precios en "
"blanco que se puede configurar de varias formas diferentes."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the pricelist detail form looks in Odoo Sales."
msgstr "Cómo se ve el formulario de detalle de la lista de precios en Ventas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:80
msgid ""
"When creating a new pricelist, start by adding a name for the pricelist at "
"the top of the form, in the blank field. Next, select which "
":guilabel:`Currency` should be used."
msgstr ""
"Cuando cree una nueva lista de precios, comience por agregar un nombre para "
"la lista de precios en la parte superior del formulario, en el campo en "
"blanco. Después, seleccione qué :guilabel:`divisa` se debe utilizar."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83
msgid ""
"Then, if working in a multi-company environment, select which company this "
"pricelist should apply to in the :guilabel:`Company` field. If this field is"
" left blank, the pricelist is automatically applied to all companies in the "
"database."
msgstr ""
"Entonces, si trabaja en un entorno de múltiples empresas, seleccione a qué "
"empresa debe aplicarse esa lista de precios en el campo :guilabel:`empresa`."
" Si deja este campo en blanco, la lista de precios se aplicará "
"automáticamente a todas las empresas en la base de datos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:88
msgid "Price Rules tab"
msgstr "Pestaña de reglas de precios"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90
msgid ""
"The :guilabel:`Price Rules` tab functionality on a pricelist form varies "
"depending on the :guilabel:`Pricelists` setting chosen: either "
":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules "
"(discounts, formulas)`."
msgstr ""
"La funcionalidad de la pestaña :guilabel:`reglas de precios` en un "
"formulario de lista de precios varía según la configuración elegida de la "
":guilabel:`lista de precio`: ya sea :guilabel:`varios precios por producto` "
"o :guilabel:`reglas de precio avanzadas (descuentos, fórmulas)`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:94
msgid ""
"However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` "
"tab are always the same, regardless of the chosen :guilabel:`Pricelists` "
"setting."
msgstr ""
"Sin embargo, la pestaña :guilabel:`reglas por tiempo` y la pestaña "
":guilabel:`configuración` siempre son las mismas, independientemente de la "
"configuración de la :guilabel:`lista de precios` elegida."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100
msgid ""
"With the :guilabel:`Multiple prices per product` setting activated, the "
":guilabel:`Price Rules` tab on pricelist forms provides the option to add "
"specific products, with a specific price, to a pricelist."
msgstr ""
"Si la configuración :guilabel:`varios precios por producto` está activada, "
"la pestaña :guilabel:`reglas de precio` en los formularios de la lista de "
"precios proporcionará la opción de agregar productos específicos (con un "
"precio específico) a una lista de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:104
msgid ""
"To add a specific product and price to a pricelist form, click the "
":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the "
":guilabel:`Products` column. Then, select the desired product for which a "
"specific price should be applied."
msgstr ""
"Haga clic en la pestaña :guilabel:`Reglas de precio` para agregar un "
"producto específico y su precio a un formulario de lista de precios y luego "
"haga clic en :guilabel:`Agregar una línea` en la columna "
":guilabel:`Productos`. Después, seleccione el producto al que debe aplicar "
"el precio específico."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108
msgid ""
"Next, if necessary, select a product variant under the :guilabel:`Variants` "
"column (e.g. a specific product size, color, etc.). If no variants are "
"selected, then this price will apply to all variants of the product."
msgstr ""
"Después, si es necesario, seleccione una variante de producto en la columna "
":guilabel:`variantes` (por ejemplo, un tamaño específico del producto, "
"color, etc.). Si no selecciona ninguna variante, este precio se aplicará a "
"todas las variantes del producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:112
msgid ""
"If a minimum amount of the product must be purchased in order to apply the "
"specific price, enter the amount under the :guilabel:`Min. Quantity` column."
msgstr ""
"Si se debe comprar una cantidad mínima de un producto para aplicar un precio"
" específico, ingrese la cantidad en la columna :guilabel:`cantidad mínima`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115
msgid ""
"To configure the price of the product for this specific pricelist, enter the"
" desired amount under the :guilabel:`Price` column. Then, there is the "
"option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the "
"configured product price, if desired."
msgstr ""
"Si desea configurar el precio de un producto en esta lista de precios "
"específica, ingrese la cantidad deseada en la columna :guilabel:`precio`. "
"También existe la opción de agregar una :guilabel:`fecha de inicio` y una "
":guilabel:`fecha de finalización` al precio del producto configurado."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
msgid ""
"To add another product line, click :guilabel:`Add a line` again, and repeat "
"the process. There is no limit to how many products can be added in the "
":guilabel:`Price Rules` tab of a pricelist form."
msgstr ""
"Para agregar otra línea de productos vuelva a hacer clic en "
":guilabel:`Agregar una línea` y repita el proceso. No hay límite en la "
"cantidad de productos que puede agregar en la pestaña :guilabel:`Reglas de "
"precio` del formulario de una lista de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122
msgid ""
"For more information, check out the following section: :ref:`Multiple prices"
" per product <sales/multiple-prices-per-product>`."
msgstr ""
"Si desea obtener más información, consulte la siguiente sección: "
":ref:`varios precios por producto <sales/multiple-prices-per-product>`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128
msgid ""
"With the :guilabel:`Advanced price rules (discounts, formulas)` setting "
"activated, the :guilabel:`Price Rules` tab on pricelist forms provides the "
"option to configure detailed price rules based on formulas."
msgstr ""
"Si tiene la configuración de :guilabel:`reglas de precios avanzadas "
"(descuentos, fórmulas)` activada, la pestaña :guilabel:`Reglas de precios` "
"en los formularios de la lista de precios proporciona la opción de "
"configurar reglas de precios detalladas basadas en fórmulas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132
msgid ""
"Check out the :ref:`Advanced price rules (discounts, formulas) "
"<sales/advanced-price-rules>` section for detailed steps on how to add "
"advanced price rules to a pricelist."
msgstr ""
"Consulte la sección :ref:`reglas de precios avanzadas (descuentos, fórmulas)"
" <sales/advanced-price-rules>` para obtener instrucciones detalladas sobre "
"cómo agregar reglas de precios avanzadas a una lista de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:136
msgid "Recurring Prices tab"
msgstr "Pestaña de precios recurrentes"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:138
msgid ""
"Recurring prices are specifically used with :doc:`subscription products "
"<../../../subscriptions/products>`."
msgstr ""
"Los precios recurrentes se utilizan en particular con :doc:`productos de "
"suscripción <../../../subscriptions/products>`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141
msgid ""
"Under the :guilabel:`Recurring Prices` tab, the same functionality of the "
":guilabel:`Price Rules` tab is present. The only difference being that a "
"recurring time period can be applied in the :guilabel:`Recurring Plan` "
"column."
msgstr ""
"La pestaña :guilabel:`Precios recurrentes` cuenta con la misma función que "
"la pestaña :guilabel:`Reglas de precio`, la única diferencia es que puede "
"aplicar un periodo recurrente en la columna :guilabel:`Plan recurrente`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145
msgid ""
"Once :guilabel:`Products` and/or :guilabel:`Product Variants` are selected, "
"click :guilabel:`Add a price rule`, and select the blank field in the "
":guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-"
"designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)."
msgstr ""
"Luego de seleccionar los :guilabel:`productos` o las :guilabel:`variantes de"
" producto`, haga clic en :guilabel:`Agregar una regla de precios` y "
"seleccione el campo vacío en la columna :guilabel:`Plan recurrente` para "
"abrir el menú desplegable de periodos de recurrencia predefinidos (por "
"ejemplo, `mensual`, `trimestral`, `semanal`, etc.)."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:149
msgid ""
"New recurrence periods can also be created from this column. To do so, type "
"in the name for the new :guilabel:`Recurring Plan`, then select "
":guilabel:`Create` from the resulting drop-down menu to create the time "
"period, which can be edited later."
msgstr ""
"Desde esta columna podrá crear nuevos periodos de recurrencia. Para ello, "
"escriba el nombre del nuevo :guilabel:`plan recurrente` y seleccione "
":guilabel:`Crear` en el menú desplegable, podrá editarlo después. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153
msgid ""
"Or, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create "
"Recurring Plan` pop-up form. From this pop-up form, the new recurrence "
"period can be configured, with specific :guilabel:`Details`, "
":guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the "
"configurations are complete, click the :guilabel:`Save & Close` button."
msgstr ""
"También puede seleccione :guilabel:`Crear y editar...` para abrir el "
"formulario emergente :guilabel:`Crear plan recurrente` desde el que podrá "
"configurar el nuevo periodo de recurrencia y sus respectivas opciones de "
":guilabel:`detalles`, :guilabel:`autoservicio` y :guilabel:`precios`. Una "
"vez que haya terminado de configurarlo haga clic en el botón "
":guilabel:`Guardar y cerrar.`"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Custom time period pop-up form in Odoo Sales."
msgstr "Formulario emergente de periodo de tiempo personalizado en Ventas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:162
msgid ""
"Lastly, add the desired price for this recurring price rule in the "
":guilabel:`Recurring Price` column."
msgstr ""
"Por último, agregue el precio deseado para esta regla de precio recurrente "
"en la columna :guilabel:`Precio recurrente`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166
msgid ":doc:`../../../subscriptions`"
msgstr ":doc:`../../../subscriptions`"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:169
msgid "Rental rules tab"
msgstr "Pestaña de reglas de alquiler"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:171
msgid ""
"Under the :guilabel:`Rental rules` tab, specific price rules can be "
"configured for various rental products, using the same methodology as the "
":guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs."
msgstr ""
"En la pestaña :guilabel:`Reglas de alquiler` puede configurar las reglas de "
"precios específicas para varios productos de alquiler con la misma "
"metodología que usó en las pestañas :guilabel:`Reglas de precio` y "
":guilabel:`Precios recurrentes`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:175
msgid ""
"To add a rental rule, click :guilabel:`Add a line`, and select a desired "
"product in the :guilabel:`Products` column. Then, select any specific "
":guilabel:`Variants`, if necessary."
msgstr ""
"Para agregar una regla de alquiler haga clic en :guilabel:`Agregar una "
"línea` y seleccione el producto deseado en la columna :guilabel:`Producto`, "
"después seleccione las :guilabel:`variantes` específicas en caso de que sean"
" necesarias. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178
msgid ""
"Next, designate a :guilabel:`Period` of time for the rental rule (e.g. "
"`Daily`, `Hourly`, etc.)."
msgstr ""
"Después, asigne el :guilabel:`periodo` para la regla de alquiler (por "
"ejemplo, `diario`, `por hora`, etc.)."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:180
msgid ""
"Lastly, configure a :guilabel:`Price` for the rental rule in the respective "
"column."
msgstr ""
"Por último, configure el :guilabel:`precio` para la regla de alquiler en la "
"columna correspondiente."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183
msgid "Configuration tab"
msgstr "Pestaña de configuración"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185
msgid ""
"Under the :guilabel:`Configuration` tab, there are a few options that can "
"further customize the pricelist."
msgstr ""
"En la pestaña :guilabel:`Configuración` hay algunas opciones disponibles que"
" le permiten personalizar la lista de precios con mayor exactitud."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Configuration tab on pricelist detail form in Odoo Sales."
msgstr ""
"La pestaña de configuración en el formulario de detalles de la lista de "
"precios en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:192
msgid ""
"From here, under the :guilabel:`Availability` section, in the "
":guilabel:`Country Groups` field, certain country groups can be added to the"
" pricelist. There is no limit to how many country groups can be added in "
"this field."
msgstr ""
"Dentro de la pestaña, en la sección :guilabel:`Disponibilidad`, puede "
"agregar algunos :guilabel:`grupos de países` a la lista de precios en el "
"campo correspondiente. No hay un límite con respecto al número de grupos de "
"países que puede agregar a este campo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:197
msgid ""
"If no country is set for a customer, Odoo takes the first pricelist without "
"any country group."
msgstr ""
"Si no establece algún país para un cliente, Odoo toma la primera lista de "
"precios que no tiene un grupo de países."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:199
msgid ""
"Under the :guilabel:`Website` section, there are a few options that can be "
"configured. In the :guilabel:`Website` field, this pricelist can be applied "
"to a specific website, if working in a multi-website environment. If left "
"blank, the pricelist is applied to all websites in the database."
msgstr ""
"En la sección :guilabel:`Sitio web` hay algunas opciones que puede "
"configurar. En caso de que trabaje en un entorno con varios sitios web, "
"puede aplicar la lista de precios a uno en específico con el campo "
":guilabel:`Sitio web`. Si lo deja vacío, entonces la lista de precios se "
"aplicará a todos los sitios web de la base de datos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:203
msgid ""
"Tick the :guilabel:`Selectable` checkbox to have this pricelist as a "
"selectable option for customers to choose as they shop. If the "
":guilabel:`Selectable` box is left unticked, customers **cannot** select "
"this pricelist for themselves."
msgstr ""
"Seleccione la casilla :guilabel:`Seleccionable` para que los clientes puedan"
" elegir esta lista de precios mientras realizan sus compras. Si no "
"selecciona la casilla :guilabel:`Seleccionable`, entonces los clientes "
"**no** podrán seleccionar la lista de precios por su cuenta."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207
msgid ""
"Lastly, there is the option to add an :guilabel:`E-commerce Promotional "
"Code`. To add a code, type in the desired promo code that, when entered "
"during the checkout process, applies the pricelist to the customer, even if "
"the customer does not fall into the previously-specified criteria."
msgstr ""
"Por último, también está la opción de agregar un :guilabel:`Código "
"promocional de comercio electrónico`. Para agregar uno, escriba el código "
"promocional deseado para que se aplique la lista de precios al cliente al "
"momento de ingresarlo en el proceso de pago. En este caso, la lista de "
"precios aplicará incluso si el cliente no cumple con los criterios que se "
"habían establecido con anterioridad."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211
msgid ""
"Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount "
"Policy` field with two options to choose from: :guilabel:`Discount included "
"in the price` or :guilabel:`Show public price & discount to the customer`."
msgstr ""
"En la sección :guilabel:`Descuentos` está el campo :guilabel:`Política de "
"descuento` que le permite elegir entre dos opciones: :guilabel:`Descuento "
"incluido en el precio` o :guilabel:`Mostrar el precio al público y el "
"descuento al cliente`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215
msgid ""
"If :guilabel:`Discount included in the price` is selected, the price shown "
"to the customer already accounts for the discount being applied. However, if"
" :guilabel:`Show public price & discount to the customer` is selected, the "
"customer sees the actual public price *and* how much they are saving with "
"this pricelist discount."
msgstr ""
"El cliente verá el precio con el descuento aplicado si selecciona "
":guilabel:`Descuento incluido en el precio`. Sin embargo, si selecciona "
":guilabel:`Mostrar el precio al público y el descuento al cliente`, el "
"cliente verá el precio público real *y* cuánto está ahorrando con el "
"descuento de esta lista de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:221
msgid "Customer pricelist application"
msgstr "Listas de precios aplicadas a los clientes"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223
msgid ""
"While the default pricelist applied to any customer is the :guilabel:`Public"
" Pricelist`, Odoo provides the opportunity to directly apply a different "
"pricelist to customers on their contact form."
msgstr ""
"Aunque la lista de precios predeterminada que se aplica a cualquier cliente "
"es la :guilabel:`lista de precios pública`, Odoo ofrece la oportunidad de "
"aplicar directamente una lista de precios distinta a los clientes desde su "
"formulario de contacto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:226
msgid ""
"To do that, open the desired customer's contact form, either by navigating "
"to :menuselection:`Sales app --> Orders --> Customers` and selecting the "
"customer from the main :guilabel:`Customers` page, or by clicking on the "
"customer's name on a sales order."
msgstr ""
"Para esto, abra el formulario de contacto del cliente. Hay dos formas de "
"hacerlo, puede ir a la aplicación :menuselection:`Ventas --> Órdenes --> "
"Clientes` y luego seleccionar uno en la página :guilabel:`Clientes` o puede"
" hacer clic en el nombre de un cliente desde una orden de ventas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Sample customer detail form in Odoo Sales."
msgstr ""
"Formulario de muestra con los detalles de un cliente en la aplicación Ventas"
" de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234
msgid ""
"On the desired customer's contact form, under the :guilabel:`Sales & "
"Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist "
"should be applied to this specific customer from the drop-down menu in the "
":guilabel:`Pricelist` field."
msgstr ""
"En el formulario de contacto del cliente abra la pestaña :guilabel:`Ventas y"
" compra` y en la sección :guilabel:`Ventas`, establezca la lista de precios "
"que debe aplicarse a este cliente en específico desde el menú desplegable en"
" el campo :guilabel:`Lista de precios`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "The pricelist field in a customer detail form in Odoo Sales."
msgstr ""
"El campo de lista de precios en el formulario de detalles de un cliente en "
"la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:243
msgid ""
"When a customer is added to the database, the default pricelist is "
"automatically applied to them. There is **no way** to have a blank "
"*Pricelist* field on a contact form. Even if that field is left blank, the "
"default pricelist appears when that contact form is opened again."
msgstr ""
"Cuando agrega un cliente a la base de datos, el sistema aplicará la lista de"
" precios predeterminada en automático. **No hay manera** de que el campo "
"*Lista de precios* de un formulario de contacto esté vacío. Incluso si "
"intenta dejar este campo en blanco, la lista de precios predeterminada "
"aparecerá cuando vuelva a abrir el formulario."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:247
msgid ""
"However, when that contact is added to a quotation, and the *Pricelist* "
"field is auto-populated (based on the information from their contact form), "
"that predetermined pricelist can be removed from the *Pricelist* field, and "
"the quotation can still be confirmed, and subsequently, turned into a sales "
"order."
msgstr ""
"Sin embargo, cuando agrega ese contacto a una cotización y el campo *Lista "
"de precios* se completa en automático (con la información configurada en su "
"formulario), podrá eliminar esa lista predeterminada del campo *Lista de "
"precios* y confirmar la cotización para luego convertirla en una orden de "
"venta."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257
msgid ""
"To apply several prices per individual product, select the "
":guilabel:`Multiple prices per product` option, after enabling the "
":guilabel:`Pricelists` feature on the *Sales* app setting page "
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
":guilabel:`Save`."
msgstr ""
"Para aplicar varios precios por producto, seleccione la opción "
":guilabel:`Varios precios por producto` después de habilitar la función "
":guilabel:`Listas de precios` en la página de ajustes de la aplicación "
"*Ventas* (aplicación :menuselection:`Ventas --> Configuración --> Ajustes`) "
"y haga clic en :guilabel:`guardar`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:261
msgid ""
"Next, apply pricelists to specific products using the product form. Navigate"
" to the :menuselection:`Sales app --> Products --> Products` and select the "
"product for which multiple prices should be applied. Selecting a product "
"from the :guilabel:`Products` page reveals that specific product's product "
"form on a separate page."
msgstr ""
"A continuación, aplique listas de precios a productos específicos mediante "
"el formulario de productos. Vaya a la aplicación :menuselection:`Ventas --> "
"Productos --> Productos` y seleccione el producto al que desea aplicar "
"varios precios. Al seleccionar un producto desde la página de "
":guilabel:`Productos`, se abre el formulario específico del producto en una "
"página separada."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:266
msgid ""
"On the product form, click the :guilabel:`Extra Prices` smart button, "
"located at the top of the form."
msgstr ""
"Haga clic en el botón inteligente :guilabel:`Precios adicionales` del "
"formulario de producto, este se encuentra en la parte superior."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the extra prices smart button appears in Odoo Sales."
msgstr ""
"El botón inteligente de precios adicionales en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:273
msgid ""
"Doing so reveals a separate page displaying the :guilabel:`Price Rules` that"
" are specific to that particular product. Here, price rules can be edited or"
" created at any time."
msgstr ""
"La acción anterior abre una página separada que muestra las "
":guilabel:`Reglas de precio` específicas para ese producto en particular. "
"Aquí puede editar o crear reglas de precio en cualquier momento."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the extra price rules per product page appears in Odoo Sales."
msgstr ""
"La página con las reglas de precios adicionales por producto en la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280
msgid ""
"To create a new price rule for a product from this specific :guilabel:`Price"
" Rules` page, click :guilabel:`New` to add a new, customizable row that has "
"the desired product already populated in the :guilabel:`Applied On` column."
msgstr ""
"Para crear una nueva regla de precios para un producto desde esta página de "
":guilabel:`reglas de precios` en específico, haga clic en :guilabel:`Nuevo` "
"para agregar una fila personalizable que ya incluya el producto deseado en "
"la columna :guilabel:`Aplicado en`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284
msgid ""
"Next, select which :guilabel:`Pricelist` this specific product price rule "
"should apply to, via the drop-down menu in the :guilabel:`Pricelist` column."
msgstr ""
"Después, con el menú desplegable de la columna :guilabel:`Lista de precios`,"
" seleccione a qué :guilabel:`lista de precios` debe aplicarse esta regla de "
"precios específica del producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288
msgid ""
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
"*Sales* and *eCommerce*."
msgstr ""
"La :guilabel:`lista de precios pública` es la lista de precios "
"predeterminada utilizada en *Ventas* y *Comercio electrónico*."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:291
msgid ""
"To create a new pricelist from this page, type in the desired name of the "
"new pricelist in the :guilabel:`Pricelist` column, then select "
":guilabel:`Create` from the drop-down menu. All pricelists can be modified "
"at any time, by navigating to :menuselection:`Sales app --> Products --> "
"Pricelists`. Pricelists can also be created on that specific "
":guilabel:`Pricelists` page, as well."
msgstr ""
"Para crear una nueva lista de precios desde esta página, escriba el nombre "
"que desea proporcionarle en la columna :guilabel:`Lista de precios` y luego "
"seleccione :guilabel:`crear` desde el menú desplegable. Puede modificar las "
"listas de precios en cualquier momento desde la aplicación "
":menuselection:`Ventas --> Productos --> Listas de precios`, también puede "
"crear :guilabel:`listas de precios` desde esa página."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297
msgid ""
"After the desired pricelist is added to the row, designate a :guilabel:`Min."
" Quantity` for the price rule."
msgstr ""
"Después de agregar la lista de precios deseada a la fila, establezca una "
":guilabel:`cantidad mínima` para la regla de precios."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:301
msgid ""
"If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the "
":guilabel:`Price` column will be applied to orders of 2 or more products. "
"So, in theory, if a single product costs $100, customers can be encouraged "
"to buy more, if the :guilabel:`Price` is set at $85 per product for a "
":guilabel:`Min. Quantity` of `2` products."
msgstr ""
"Si la columna :guilabel:`Cantidad mínima` está configurada en `2`, el nuevo "
"precio en la columna :guilabel:`Precio` se aplicará a las órdenes con 2 o "
"más productos. Así que, en teoría, si un solo producto cuesta $100, puede "
"alentar a los clientes a comprar más, si el :guilabel:`Precio` está "
"establecido en $85 por producto para una :guilabel:`cantidad mínima` de `2` "
"productos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:306
msgid ""
"Next, enter the desired amount in the :guilabel:`Price` column. Then, if "
"needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the "
"product's price rule."
msgstr ""
"Después ingrese la cantidad deseada en la columna :guilabel:`Precio`. Si es "
"necesario, proporcione una :guilabel:`fecha de inicio` y una "
":guilabel:`fecha de finalización` para la regla de precio del producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:309
msgid ""
"And lastly, if working in a multi-company environment, select which company "
"this price rule should be applied to in the :guilabel:`Company` field. "
"Leaving this field blank means the price rule applies for all companies in "
"the database."
msgstr ""
"Por último, si trabaja en un entorno multiempresas, seleccione a qué empresa"
" se debe aplicar esta regla de precios en el campo :guilabel:`Empresa`. Si "
"deja este campo vacío, la regla de precios se aplicará a todas las empresas "
"de la base de datos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313
msgid ""
"Click away from the row to activate Odoo's auto-save capability, meaning "
"that newly-created price rule is now ready to be used."
msgstr ""
"Haga clic fuera de la fila para activar la capacidad de autoguardado de "
"Odoo, esto quiere decir que ya puede utilizar la regla de precio que acaba "
"de crear."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:316
msgid ""
"Proceed to add as many unique price rules per product as desired. There is "
"no limit to how many price rules can be added per product."
msgstr ""
"Proceda a agregar tantas reglas de precio únicas por producto como desee, no"
" hay un número máximo de cantidad de reglas de precio que puede agregar por "
"producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:319
msgid ""
"With the price rule(s) in place for a specific product, customers who fall "
"into those corresponding pricelists automatically see those new prices "
"applied. The number of price rules applied to a particular product are also "
"displayed in the :guilabel:`Extra Prices` smart button, located on every "
"product form."
msgstr ""
"Con las reglas de precio configuradas para un producto específico, los "
"clientes que pertenecen a esas listas de precios verán los nuevos precios "
"aplicados en automático. La cantidad de reglas de precio aplicadas a un "
"producto en particular también aparece en el botón inteligente "
":guilabel:`Precios adicionales` que está ubicado en cada formulario de "
"producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325
msgid ""
"When a price rule/pricelist is added to a product via the :guilabel:`Extra "
"Prices` smart button, it is also reflected on the pricelist itself. "
"Similarly, when a price rule for a specific product is added to a pricelist,"
" it is also reflected on the product form via the :guilabel:`Extra Prices` "
"smart button."
msgstr ""
"Cuando se agrega una regla de precios o una lista de precios a un producto a"
" través del botón inteligente de :guilabel:`Precios adicionales`, también se"
" ve reflejado en la lista de precios. De manera similar, cuando una regla de"
" precio para un producto en específico se agrega a una lista de precios, "
"también se ve reflejado en el formulario del producto a través del botón "
"inteligente de :guilabel:`Precios adicionales`. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:335
msgid ""
"The *Discounts* feature allows the ability to set a discount or increase the"
" price on *individual items* in a sales order. This is calculated as a "
"percentage of that product's sales price."
msgstr ""
"La función de *descuentos* permite configurar un descuento o aumentar el "
"precio en *cada artículo* de una orden de venta. Estos se calculan como un "
"porcentaje del precio de venta de ese producto."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338
msgid ""
"To access discounts, navigate to the *Sales* app setting page "
"(:menuselection:`Sales app --> Configuration --> Settings`), and click the "
":guilabel:`Discounts` checkbox, then click :guilabel:`Save`."
msgstr ""
"Para acceder a los descuentos, vaya a la página de ajustes de la aplicación "
"*Ventas* (:menuselection:`Ventas --> Configuración --> Ajustes`) y "
"seleccione la casilla junto a :guilabel:`Descuentos`, después haga clic en "
":guilabel:`Guardar`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "Click the checkbox labeled Discounts to activate Discounts."
msgstr "Haga clic en la casilla llamada Descuentos para activarlos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:346
msgid ""
"After the setting has been activated, navigate to the desired quotation by "
"going to :menuselection:`Sales app --> Orders --> Quotations` at the top of "
"the page. Once there, click on the desired quote from the list."
msgstr ""
"Después de activar la esta función vaya a la cotización deseada desde "
":menuselection:`Ventas --> Órdenes --> Cotizaciones` en la parte superior de"
" la página y haga clic en ella."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:350
msgid ""
"In the order lines section of the quotation form, a new column heading will "
"appear labeled :guilabel:`Disc.%`. This column is used to set discounts on "
"individual line items. Enter the desired discount for each product line and "
"the new price will automatically be calculated in the quote "
":guilabel:`Total` at the bottom of the page."
msgstr ""
"En la sección de líneas de la orden del formulario de cotización aparecerá "
"un nuevo encabezado de columna con el nombre :guilabel:`% de descuento`. "
"Esta columna se utiliza para establecer descuentos en la línea de cada "
"artículo. Agregue el descuento para cada línea y el nuevo precio se "
"calculará en automático en el :guilabel:`total` de la cotización en la parte"
" inferior de la página."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:356
msgid ""
"A discount can also be added directly to a sales order in the same way. "
"Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the "
"desired sales order, and add the discount to :guilabel:`Disc.%` as described"
" above."
msgstr ""
"También puede agregar un descuento directo a una orden de venta de la misma "
"manera. Vaya a :menuselection:`Ventas --> Órdenes --> Órdenes`, haga clic en"
" la orden de venta deseada y agregue el descuento en el campo :guilabel:`% "
"de descuento` de la misma manera."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "The Dis.% heading will now appear in Order Lines."
msgstr ""
"Ahora aparecerá el encabezado \"% de descuento\" en las líneas de la orden."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:365
msgid ""
"Positive values for :guilabel:`Disc.%` will apply a *discount*, while "
"negative values can be used to *increase* the price."
msgstr ""
"Los valores positivos en el campo :guilabel:`% de descuento` aplicarán un "
"*descuento* y los valores negativos se pueden utilizar para *aumentar* el "
"precio."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:369
msgid "Discount button"
msgstr "Botón de descuento"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:371
msgid ""
"In Odoo 17, with the :ref:`Discounts setting <sales/discounts>` enabled, a "
":guilabel:`Discount` button appears at the bottom of sales orders."
msgstr ""
"En Odoo 17 aparece el botón :guilabel:`Descuento` en la parte inferior de "
"las órdenes de venta si la función :ref:`Descuentos <sales/discounts>` está "
"habilitada."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid ""
"The discount button located at the bottom of a sales order form in the Odoo "
"Sales app."
msgstr ""
"El botón de descuento ubicado en la parte inferior de un formulario de orden"
" de venta en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378
msgid ""
"When the :guilabel:`Discount` button on a sales order is clicked, a "
":guilabel:`Discount` pop-up window appears."
msgstr ""
"Al hacer clic en el botón :guilabel:`Descuento` de una orden de venta "
"aparece la ventana emergente :guilabel:`Descuento`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381
msgid ""
"On this pop-up window, configure the :guilabel:`Discount` percentage, and "
"select one of the following discount options: :guilabel:`On All Order "
"Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`."
msgstr ""
"Configure el porcentaje de :guilabel:`descuento` en esta ventana emergente y"
" elija entre :guilabel:`En todas las líneas de la orden`, "
":guilabel:`Descuento global` o :guilabel:`Importe fijo`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385
msgid ""
":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to "
"add the specified discount percentage (configured in the "
":guilabel:`Discount` field of the pop-up window) on all existing order lines"
" of the sales order."
msgstr ""
":guilabel:`En todas las líneas de la orden`: Al seleccionar esta opción, "
"Odoo le permite agregar el porcentaje de descuento indicado (el que está "
"configurado en el campo :guilabel:`Descuento` de la ventana emergente) a "
"todas las líneas existentes en la orden de venta."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388
msgid ""
":guilabel:`Global Discount`: When selected, Odoo adds a discount product to "
"the order, which has the cumulative value equivalent to the specified "
"discount percentage (configured in the :guilabel:`Discount` field of the "
"pop-up window). Any product added (or removed) *after* the discount is added"
" does **not** affect the discount value on the order line."
msgstr ""
":guilabel:`Descuento global`: Al seleccionar esta opción, Odoo agrega un "
"producto de descuento a la orden. Este tiene un valor acumulado equivalente "
"al porcentaje de descuento especificado (configurado en el campo "
":guilabel:`Descuento` de la ventana emergente). Cualquier producto que "
"incluya (o elimine) *después* de agregar el descuento **no** influye en el "
"valor del descuento en la línea de la orden."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394
msgid ""
"In this example, since the total of the order is $600, and there is a 30% "
"global discount, that specific line is added to the sales order with a -180 "
"value (which is 30% of $600)."
msgstr ""
"En este ejemplo, como el total de la orden es $600 y hay un descuento global"
" del 30%, esa línea específica se agrega a la orden de ventas con un valor "
"de -180 (que es el 30% de $600)."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
msgid ""
"The sales order with the applied global discount option in the Odoo Sales "
"application."
msgstr ""
"La orden de venta con la opción de descuento global aplicada en la "
"aplicación Ventas de Odoo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401
msgid ""
":guilabel:`Fixed Amount`: When selected, the percentage designation in the "
":guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein"
" a specific amount must be entered. This configured value is added as a "
"discount line on the sales order."
msgstr ""
":guilabel:`Monto fijo`: Al seleccionar esta opción, el porcentaje designado "
"en el campo :guilabel:`Descuento` se convierte en un valor monetario (por "
"ejemplo, dólares) en el que debe ingresar un monto específico. El valor que "
"configure se agrega como una línea de descuento en la orden de ventas."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406
msgid ""
"It is more beneficial to add a :guilabel:`Fixed Amount` discount after "
"**all** desired products have been added to a sales order. If there are "
"changes made to the sales order *after* the discount is added, make sure to "
"change the value on the :guilabel:`Discount` line, or remove the line and "
"add the discount again."
msgstr ""
"Lo más adecuado es agregar un descuento de :guilabel:`importe fijo` después "
"de agregar **todos** los productos deseados a una orden de venta. Si realiza"
" cambios en la orden de venta *después* de agregar el descuento, asegúrese "
"de ajustar el valor en la línea de :guilabel:`descuento` o elimine la línea "
"y vuelva a agregar el descuento."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416
msgid ""
"The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature"
" provides the option to set price change rules based on discounts and "
"formulas. These changes can be relative to the product list/catalog price, "
"the product's cost, or another pricelist."
msgstr ""
"Las función de lista de precios de :guilabel:`Reglas avanzadas de precios "
"(descuentos, fórmulas)` proporciona la opción de establecer el cambio de "
"precio según los descuentos y las fórmulas. Estos cambios pueden ser "
"relativos al precio de la lista/catálogo de productos, el costo del producto"
" u otra lista de precios. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420
msgid ""
"To use advanced pricing rules, with discounts and formulas, select the "
":guilabel:`Advanced price rules (discounts, formulas)` option, after "
"enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page "
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
":guilabel:`Save`."
msgstr ""
"Para usar las reglas avanzadas de precios, con los descuentos y las "
"fórmulas, seleccione la opción :guilabel:`Reglas avanzadas de precios "
"(descuentos, fórmulas)` después de activar la función de :guilabel:`Listas "
"de precios` en la página de ajustes de la aplicación *Ventas* "
"(:menuselection:`Ventas --> Configuración --> Ajustes`) y haga clic en "
":guilabel:`Guardar`. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425
msgid ""
"After activating and saving that :guilabel:`Pricelists` feature, the "
":guilabel:`Settings` page reloads and, from here, either select the "
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
" Products --> Pricelists`."
msgstr ""
"Después de activar y guardar la función :guilabel:`Listas de precios`, la "
"página de :guilabel:`Ajustes` se vuelve a cargar y desde ahí, seleccione el "
"enlace de :guilabel:`Listas de precios` (debajo de la función "
":guilabel:`Listas de precios` en la página de :guilabel:`Ajustes`) o vaya a"
" :menuselection:`Ventas --> Productos --> Listas de precios`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433
msgid ""
"From the :guilabel:`Pricelists` page, select a desired pricelist to modify, "
"or create a new pricelist by clicking the :guilabel:`New` button."
msgstr ""
"Desde la página de :guilabel:`precios`, seleccione la lista de precios que "
"desea modificar o cree una nueva liste con el botón :guilabel:`Nuevo`. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:436
msgid ""
"On the pricelist form, under the :guilabel:`Price Rules` tab, click "
":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a "
":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule "
"is configured."
msgstr ""
"En el formulario de la lista de precios, en la pestaña :guilabel:`Reglas de "
"precio`, haga clic en :guilabel:`Agregar una línea` para agregar una regla "
"de precio avanzada. Al hacerlo, aparecerá una ventana emergente para "
":guilabel:`crear reglas para las listas de precio` en dónde se configuran "
"las reglas avanzadas. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales."
msgstr ""
"Aspecto de la ventana emergente del formulario emergente para crear reglas "
"para las listas de precio en Ventas de Odoo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:445
msgid "Price computation"
msgstr "Cálculo de precios"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447
msgid ""
"On this form, first choose one of the three :guilabel:`Computation` options:"
msgstr ""
"En este formulario, seleccione una de las tres opciones de "
":guilabel:`cálculo`: "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:449
msgid ""
":guilabel:`Fixed Price`: the price computation is based on a fixed price."
msgstr ""
":guilabel:`Precio fijo`: el cálculo del precio se basa en un precio fijo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:450
msgid ":guilabel:`Discount`: the price computation is based on a discount."
msgstr ":guilabel:`Descuento`: el cálculo del precio se basa en un descuento."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:451
msgid ":guilabel:`Formula`: the price computation is based on a formula."
msgstr ":guilabel:`Fórmula`: el cálculo del precio se basa en una fórmula. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:454
msgid ""
"Each :guilabel:`Computation` option reveals its own computation-specific "
"fields on the form."
msgstr ""
"Cada opción de :guilabel:`cálculo` muestra sus propios campos específicos de"
" cálculo en el formulario."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:456
msgid ""
"If :guilabel:`Fixed Price` is selected, enter the desired price in the "
":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, "
"enter the desired discount percentage in the :guilabel:`Discount` field that"
" appears."
msgstr ""
"Si selecciona el :guilabel:`Precio fijo`, escriba el precio que desea en el "
"campo :guilabel:`Precio fijo` de abajo. Si selecciona :guilabel:`Descuento`,"
" escriba el porcentaje que desea para el descuento en el campo de "
":guilabel:`Descuento` que aparece."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460
msgid ""
"If :guilabel:`Formula` is selected, a number of configurable options appear."
msgstr ""
"Si selecciona :guilabel:`Fórmula`, aparecerán varias opciones que podrá "
"configurar. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
msgid "The various formula computation options present in Odoo Sales."
msgstr ""
"Las diferentes opciones de cálculo con fórmula que aparecen en Ventas de "
"Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:466
msgid ""
"To configure the :guilabel:`Formula` computation option, start by selecting "
"an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, "
":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the "
"advanced price rule formula will be based on."
msgstr ""
"Para configurar la opción de cálculo con :guilabel:`fórmula`, seleccione una"
" opción del campo :guilabel:`Con base en`: :guilabel:`Precio de venta`, "
":guilabel:`Costo` u :guilabel:`Otra lista de precios`. Esto determinará en "
"qué regla de precios avanzada se basará. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:470
msgid ""
"Next, in the :guilabel:`Discount` field, determine how much of a discount "
"should be applied. It should be noted that a mark-up can be applied by "
"setting a negative discount in this field."
msgstr ""
"Luego, en el campo :guilabel:`Descuento`, determine cuál será el descuento "
"que aplicará. Tenga en cuenta que puede aplicar un incremento en el precio "
"si configura un descuento negativo en este campo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:474
msgid ""
"To formulate a 100% markup (or 2 times the cost of the product), with a $5 "
"minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the "
":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is "
"often seen in retail situations."
msgstr ""
"Para determinar un incremento del 100% (o 2 veces el costo del producto) con"
" un margen mínimo de $5, establezca el campo :guilabel:`Con base en` en "
":guilabel:`Costo`, el :guilabel:`Descuento` en `-100` y el "
":guilabel:`Margen` en `5`. Esto generalmente se usa para las ventas al "
"menudeo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
msgid ""
"How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo"
" Sales."
msgstr ""
"Aspecto de la fórmula para un costo de incremento con un margen mínimo de 5 "
"dólares en Ventas de Odoo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:482
msgid ""
"Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or "
"subtract) to the amount calculated with the discount. After that, enter a "
"desired figure in the :guilabel:`Rounding Method` field. The rounding method"
" sets the price so that it is a multiple of the value in the field."
msgstr ""
"Después, en el campo :guilabel:`Tarifa adicional`, especifique una cantidad "
"fija para agregarla (o restarla) a la cantidad calculada con el descuento. "
"Luego, escriba la cifra que desee en el campo :guilabel:`Método de "
"redondeo`. Este método establece el precio como un múltiplo del valor en el "
"campo. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:487
msgid "Rounding is applied *after* the discount and *before* the surcharge."
msgstr ""
"El redondeo se aplica *después* del descuento y *antes* del cargo adicional."
" "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:490
msgid ""
"To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`"
" and the :guilabel:`Extra Fee` to `-0.01`."
msgstr ""
"Para que el precio final sea 9.99, configure el :guilabel:`Método de "
"redondeo` a `10` y la :guilabel:`Tarifa adicional` en `-0.01`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:493
msgid ""
"Lastly, specify the minimum amount of margin over the base price in the "
":guilabel:`Margins` field."
msgstr ""
"Por último, especifique la cantidad mínima del margen sobre el precio base "
"en el campo :guilabel:`Márgenes`. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:495
msgid ""
"Once all formula-related configurations are complete, Odoo provides an "
"example of the formula in a blue block to the right of the configurations."
msgstr ""
"Una vez que la configuración de las fórmulas esté lista, Odoo proporciona un"
" ejemplo de la fórmula en el recuadro azul del lado derecho de la página. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:499
msgid ""
"To apply 20% discounts, with prices rounded up to 9.99, set the "
":guilabel:`Based on` field to :guilabel:`Sales Price`, the "
":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to "
"`-0.01`, and the :guilabel:`Rounding Method` field to `10`."
msgstr ""
"Para aplicar descuentos del 20% con precios redondeados a 9.99, configure el"
" campo :guilabel:`Con base en` en :guilabel:`Precio de ventas`, el campo "
":guilabel:`Descuento` en `20`, el campo :guilabel:`Tarifa adicional` en "
"`-0.01` y el campo :guilabel:`Método de redondeo` en `10`."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales."
msgstr ""
"Ejemplo de un descuento del 20% con precios redondeados a 9.99 en la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:508
msgid "Conditions"
msgstr "Condiciones"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:510
msgid ""
"At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the "
":guilabel:`Conditions` section."
msgstr ""
"En la parte inferior de la ventana emergente para :guilabel:`crear reglas de"
" listas de precio` se encuentra la sección de :guilabel:`Condiciones`. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:513
msgid ""
"Here, start by selecting one of the options in the :guilabel:`Apply On` "
"field:"
msgstr ""
"Aquí, seleccione una de las opciones del campo :guilabel:`Aplicar en`: "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:515
msgid ""
":guilabel:`All Products`: the advanced pricelist rule will be applied to all"
" products."
msgstr ""
":guilabel:`Todos los productos`: la regla de precios avanzada que se "
"aplicará a todos los productos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:516
msgid ""
":guilabel:`Product Category`: the advanced pricelist rule will be applied to"
" a specific category of products."
msgstr ""
":guilabel:`Categoría del producto`: la regla de precios avanzada que se "
"aplicará a una categoría específica de productos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:518
msgid ""
":guilabel:`Product`: the advanced pricelist rule will be applied to a "
"specific product."
msgstr ""
":guilabel:`Producto`: la regla de precios avanzada que se aplicará a un "
"producto específico. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:519
msgid ""
":guilabel:`Product Variant`: the advanced pricelist rule will be applied to "
"a specific product variant."
msgstr ""
":guilabel:`Variante de producto`: la regla de precio avanzada que se "
"aplicará a una variante de producto específica. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:522
msgid ""
"If any of those options, apart from :guilabel:`All Products`, are selected, "
"a new option-specific field appears, in which the specific "
":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product "
"Variant` must be chosen."
msgstr ""
"Si selecciona cualquiera de estas opciones, a excepción de :guilabel:`Todos "
"los porductos`, aparecerá un nuevo campo de opción específico, en dónde "
"deberá elegir la :guilabel:`Categoría de producto`, :guilabel:`Producto`, o "
":guilabel:`Variante de producto` específicos."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:526
msgid ""
"Then, select a minimum quantity to be applied to the advanced pricelist rule"
" in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for"
" the pricelist item validation in the :guilabel:`Validity` field."
msgstr ""
"Luego, seleccione una cantidad mínima a la que se aplicará la regla de "
"precios avanzada en el campo :guilabel:`Cantidad min.`. Por último, "
"seleccione un rango de fechas para la validez de la lista de precio del "
"artículo en el campo :guilabel:`Validez`. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:530
msgid ""
"Once all configurations are complete, either click :guilabel:`Save & Close` "
"to save the advanced pricelist rule, or click :guilabel:`Save & New` to "
"immediately create another advanced pricelist rule on a fresh form."
msgstr ""
"Una vez completa la configuración, haga clic en :guilabel:`Guardar y cerrar`"
" para guardar la regla de precios avanzada, o haga clic en "
":guilabel:`Guardar y nuevo` para crear de inmediato otra regla de precios "
"avanzada en un nuevo formulario."
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:535
msgid ""
"If a price rule is set for a particular product, and another one for its "
"product category, Odoo takes the rule of the product itself."
msgstr ""
"Si establece una regla de precios para un producto en particular y otra para"
" su categoría de producto, Odoo toma en cuenta la regla del producto. "
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:539
msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:540
msgid ":doc:`/applications/websites/ecommerce/products/price_management`"
msgstr ":doc:`/applications/websites/ecommerce/products/price_management`"
#: ../../content/applications/sales/sales/products_prices/products.rst:5
msgid "Manage your products"
msgstr "Gestionar productos"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
msgid "Import products"
msgstr "Importar productos"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
msgid ""
"Odoo *Sales* provides a template for importing products with categories and "
"variants, which can be opened and edited with any spreadsheet software "
"(Microsoft Excel, OpenOffice, Google Sheets, etc.)."
msgstr ""
"La aplicación *Ventas* de Odoo proporciona una plantilla para importar "
"productos con categorías y variantes. Puede abrirla y editarla con cualquier"
" software de hojas de cálculo como Microsoft Excel, OpenOffice, Google "
"Sheets, entre otros."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:8
msgid ""
"When this spreadsheet is filled out properly, it can be quickly uploaded to "
"the Odoo database. When uploaded, those products are instantly added, "
"accessible, and editable in the product catalog."
msgstr ""
"Suba esta hoja de cálculo a su base de datos de Odoo una vez que la haya "
"completado correctamente. Una vez arriba, esos productos se agregan al "
"instante y puede acceder a ellos o editarlos desde el catálogo de productos."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:12
msgid "Import template"
msgstr "Plantilla de importación"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:14
msgid ""
"In order to import products with categories and variants, the *Import "
"Template for Products* **must** be downloaded. Once downloaded, the template"
" can be adjusted and customized, and then uploaded back into the Odoo "
"database."
msgstr ""
"Para importar productos con categorías y variantes, **debe** descargar la "
"*plantilla de importación de productos*. Después de que la haya descargado "
"podrá ajustarla y personalizarla, y luego volverla a subir a su base de "
"datos de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
msgid ""
"To download the necessary import template, navigate to :menuselection:`Sales"
" app --> Products --> Products`. On the :guilabel:`Products` page, click the"
" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a "
"drop-down menu."
msgstr ""
"Vaya a :menuselection:`Ventas --> Productos --> Productos` para descargar la"
" plantilla de importación necesaria. En la página de :guilabel:`Productos`, "
"haga clic en el icono :guilabel:`⚙️ (engranaje)` ubicado en la esquina "
"superior izquierda. Esta acción abrirá un menú desplegable."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:22
msgid ""
"From this drop-down menu, select the :guilabel:`Import records` option."
msgstr ""
"En este menú desplegable seleccione la opción :guilabel:`Importar "
"registros`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The Import records option selectable from the gear icon on the Products page"
" in Odoo Sales."
msgstr ""
"La opción Importar registros que se puede seleccionar con el icono de "
"engranaje en la página Productos en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:28
msgid ""
"Selecting :guilabel:`Import records` reveals a separate page with a link to "
"download the :guilabel:`Import Template for Products`. Click that link to "
"download the template."
msgstr ""
"Al seleccionar :guilabel:`Importar registros` abrirá una página separada con"
" un enlace para descargar la :guilabel:`plantilla de importación de "
"productos`. Haga clic en ese enlace para descargarla."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
msgid ""
"Once the template download is complete, open the spreadsheet file to "
"customize it."
msgstr ""
"Una vez que la descarga de la plantilla haya concluido, abra el archivo de "
"la hoja de cálculo para personalizarla."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:38
msgid "Customize product import template"
msgstr "Personalizar una plantilla de importación de productos"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:40
msgid ""
"When the import template has been downloaded and opened, it's time to modify"
" its contents. However, before any changes are made, there are a few "
"elements to keep in mind during the process:"
msgstr ""
"Una vez que haya descargado y abierto la plantilla de importación, es "
"momento de modificar su contenido. Sin embargo, antes de realizar cualquier "
"cambio, hay algunos elementos que deberá tener en cuenta durante el proceso:"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:43
msgid ""
"Feel free to remove any columns that aren't deemed necessary. But, it is "
"*strongly* advised that the :guilabel:`Internal Reference` column remains."
msgstr ""
"Elimine cualquier columna que no considere necesaria, pero le recomendamos "
"*ampliamente* que no elimine la columna :guilabel:`Referencia interna`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:46
msgid ""
"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in "
"the :guilabel:`Internal Reference` column for each product can be helpful in"
" many cases. This can even be from previous software spreadsheets to ease "
"the transition into Odoo."
msgstr ""
"Aunque no es obligatorio, en varios casos puede ser muy útil contar con un "
"identificador único (por ejemplo, `FURN_001`) para cada producto en la "
"columna :guilabel:`Referencia interna`. Este incluso puede venir de hojas de"
" cálculo de un software anterior para facilitar la transición a Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:50
msgid ""
"For example, when updating imported products, the same file can be imported "
"several times without creating duplicates, thus enhancing the efficiency and"
" simplicity of imported product management."
msgstr ""
"Por ejemplo, al actualizar productos importados, puede importar varias veces"
" el mismo archivo sin crear duplicados, lo que mejora la eficiencia y "
"simplicidad de la gestión de productos importados."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:52
msgid ""
"Do **not** change the labels of columns that are meant to be imported. "
"Otherwise, Odoo won't recognize them, forcing the user to map them on the "
"import screen manually."
msgstr ""
"**No** cambie las etiquetas de las columnas a importar. De lo contrario, "
"Odoo no las reconocerá y el usuario tendrá que asignarlas de forma manual en"
" la pantalla de importación."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:54
msgid ""
"Feel free to add new columns to the template spreadsheet, if desired. "
"However, to be added, those fields **must** exist in Odoo. If Odoo can't "
"match the column name with a field, it can be matched manually during the "
"import process."
msgstr ""
"Si lo desea, puede agregar nuevas columnas a la hoja de cálculo de la "
"plantilla. Sin embargo, para poder agregarlas, esos campos **deben** existir"
" en Odoo. Si Odoo no logra que el nombre de la columna y un campo coincidan,"
" puede emparejarlos de forma manual durante el proceso de importación."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:58
msgid ""
"During the import process of the completed template, Odoo reveals a page "
"showcasing all the elements of the newly-configured product template "
"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, "
"and :guilabel:`Comments`."
msgstr ""
"Durante el proceso de importación de la plantilla completada, Odoo muestra "
"una página con todos los elementos de la hoja de cálculo de la plantilla de "
"producto recién configurada separados por :guilabel:`Columna del archivo`, "
":guilabel:`Campo de Odoo` y :guilabel:`Comentarios`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:62
msgid ""
"To manually match a column name with a field in Odoo, click the "
":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` "
"that needs a manual adjustment, and select the appropriate field from that "
"drop-down menu."
msgstr ""
"Puede hacer que el nombre de columna coincida con un campo en Odoo de forma "
"manual, solo haga clic en el menú desplegable :guilabel:`Campo de Odoo` "
"junto a la :guilabel:`Columna del archivo` que necesita la modificación y "
"seleccione el campo apropiado en ese menú desplegable."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:0
msgid ""
"The Odoo Field drop-down menu next to a Field Column that needs to be "
"manually adjusted."
msgstr ""
"El menú desplegable Campo de Odoo junto a una columna de campo que necesita "
"ajustes manuales."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:71
msgid "Import product template spreadsheet"
msgstr "Importar la hoja de cálculo de la plantilla del producto"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:73
msgid ""
"After customizing the product template spreadsheet, return to the Odoo "
"product import page, where the template download link is found, and click "
"the :guilabel:`Upload File` button in the upper-left corner."
msgstr ""
"Luego de personalizar la hoja de cálculo de la plantilla de productos, "
"vuelva a la página de importación de productos de Odoo donde está disponible"
" el enlace de descarga de la plantilla. Haga clic en el botón "
":guilabel:`Subir archivo` ubicado en la esquina superior izquierda."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The upload file button on the import products template download page in Odoo"
" Sales."
msgstr ""
"El botón \"Subir archivos\" en la página de descarga de plantillas para "
"importar productos en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:81
msgid ""
"Then, a pop-up window appears, in which the completed product template "
"spreadsheet file should be selected and uploaded to Odoo."
msgstr ""
"Aparecerá una ventana emergente, allí debe seleccionar el archivo con la "
"hoja de cálculo de la plantilla del producto completada para subirlo a Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:84
msgid ""
"After that, Odoo reveals a page showcasing all the elements of the newly-"
"configured product template spreadsheet, separated by :guilabel:`File "
"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`."
msgstr ""
"Después, Odoo muestra una página con todos los elementos de la hoja de "
"cálculo de la plantilla de producto recién configurada separados por "
":guilabel:`Columna del archivo`, :guilabel:`Campo de Odoo` y "
":guilabel:`Comentarios`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The import a file page in Odoo Sales after a product template has been "
"uploaded."
msgstr ""
"La página para importar un archivo en la aplicación Ventas de Odoo después "
"de subir la plantilla de un producto."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:91
msgid ""
"From here, the :guilabel:`File Column` can be manually assigned to an "
":guilabel:`Odoo Field`, if necessary."
msgstr ""
"Si es necesario, desde aquí puede asignar de forma manual la "
":guilabel:`columna de archivo` a un :guilabel:`campo de Odoo`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:94
msgid ""
"To make sure everything is appropriate, and all the columns and fields are "
"lined up accurately, click the :guilabel:`Test` button in the upper-left "
"corner."
msgstr ""
"Para asegurarse de que todo está en orden y que todas las columnas y campos "
"coinciden correctamente, haga clic en el botón :guilabel:`Probar` ubicado en"
" la esquina superior izquierda."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:97
msgid ""
"If everything is lined up and applied correctly, Odoo reveals a blue banner "
"at the top of the page, informing the user that :guilabel:`Everything seems "
"valid`."
msgstr ""
"Si todo está en orden, Odoo mostrará el mensaje :guilabel:`Todo parece "
"correcto.` en azul en la parte superior de la página para hacérselo saber al"
" usuario."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The everything seems valid message that appears if file columns are entered "
"correctly."
msgstr ""
"El mensaje \"Todo parece correcto\" que aparece si las columnas de archivo "
"están en orden."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:104
msgid ""
"If there are any errors, Odoo reveals a red banner at the top of the page, "
"with instructions of where to locate the specific issues, and how to fix "
"them."
msgstr ""
"En casa de que haya errores, Odoo mostrará un cuadro rojo ubicado en la "
"parte superior de la página con instrucciones sobre dónde encontrar los "
"problemas específicos y cómo solucionarlos."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The import error message that appears if file columns don't match an Odoo "
"Field."
msgstr ""
"El mensaje de error de importación que aparece si las columnas de archivo no"
" coinciden con un campo de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:111
msgid ""
"Once those errors are fixed, click :guilabel:`Test` again to ensure all "
"necessary issues have been remedied appropriately."
msgstr ""
"Una vez que haya corregido esos errores, vuelva a hacer clic en "
":guilabel:`Probar` para asegurarse de que todos los problemas se han "
"solucionado de forma correcta."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:114
msgid ""
"If additional product template spreadsheets need to be uploaded, click the "
":guilabel:`Load File` button, select the desired product template "
"spreadsheet, and repeat the process."
msgstr ""
"Si necesita subir hojas de cálculo adicionales haga clic en el botón "
":guilabel:`Subir archivo`, seleccione la hoja de cálculo de plantillas de "
"productos correspondiente y repita el proceso."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:117
msgid "When everything is ready, click the :guilabel:`Import` button."
msgstr ""
"Una vez que todo esté listo haga clic en el botón :guilabel:`Importar`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:119
msgid ""
"When clicked, Odoo instantly imports those products, and reveals the main "
":guilabel:`Products` page, with a pop-up message in the upper-right corner. "
"This pop-up message informs the user how many products were successfully "
"imported."
msgstr ""
"Al hacer clic, Odoo importa de inmediato esos productos y abre la página "
"principal de :guilabel:`Productos` con un mensaje emergente ubicado en la "
"esquina superior derecha. Este mensaje emergente le informa al usuario "
"cuántos productos se importaron de forma correcta."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"The pop-up window that appears after a successful product import process in "
"Odoo Sales."
msgstr ""
"La ventana emergente que aparece después de un proceso exitoso de "
"importación de productos en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:127
msgid ""
"At this point, all the newly-imported products are accessible and editable "
"via the :guilabel:`Products` page."
msgstr ""
"Después de este proceso, ahora puede acceder y editar todos los productos "
"recién importados desde la página de :guilabel:`Productos`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:131
msgid "Import relation fields, attributes, and variants"
msgstr "Importar campos de relación, atributos y variantes"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:133
msgid ""
"It's important to note that an Odoo object is always related to many other "
"objects. For example, a product is linked to product categories, attributes,"
" vendors, and things of this nature. These links/connections are known as "
"relations."
msgstr ""
"Es importante que tenga en cuenta que un objeto de Odoo siempre está "
"relacionado con muchos otros. Por ejemplo, un producto está vinculado a "
"categorías de productos, atributos, proveedores y elementos de esta índole. "
"A estos vínculos o conexiones se les conoce como relaciones."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:138
msgid ""
"In order to import product relations, the records of the related object "
"**must** be imported *first* from their own list menu."
msgstr ""
"Para importar relaciones de productos, *primero* **debe** importar los "
"registros del objeto relacionado desde su propio menú de lista."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:142
msgid "Relation fields"
msgstr "Campos de relación"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:144
msgid ""
"On product forms in Odoo, there are a number of fields that can be modified "
"and customized at any time. These fields are found under every tab on a "
"product form. While these fields are easily editable directly on the product"
" form, they can also be modified via a product import."
msgstr ""
"En los formularios de productos de Odoo hay varios campos que puede "
"modificar y personalizar en cualquier momento. Estos campos están "
"disponibles en cada pestaña de un formulario de producto y, si bien puede "
"editarlos con facilidad desde allí, también puede modificarlos a través de "
"una importación de producto."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:148
msgid ""
"As mentioned, relation fields of this nature can **only** be imported for "
"products if they already exist in the database. For example, if a user "
"attempts to import a product with a *Product Type*, it can only be one of "
"the preconfigured product types existing in the database (e.g. *Storable "
"Product*, *Consumable*, etc.)."
msgstr ""
"Como mencionamos, los campos de relación de esta índole **solo** se pueden "
"importar para productos si ya existen en la base de datos. Por ejemplo, si "
"un usuario intenta importar un producto con un *tipo de producto*, solo "
"puede ser uno de los tipos de productos preconfigurados disponibles en la "
"base de datos (por ejemplo, *producto almacenable*, *consumible*, entre "
"otros)."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:153
msgid ""
"To import information for a relation field on a product import template "
"spreadsheet, add the name of the field as a column name/title on the "
"spreadsheet. Then, on the appropriate product line, add the desired relation"
" field option."
msgstr ""
"Para importar información a un campo de relación en una hoja de cálculo de "
"plantilla de importación de productos, debe agregar el nombre del campo como"
" un título o nombre de columna en la hoja de cálculo. Después, agregue la "
"opción del campo de relación en la línea de producto correspondiente."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:157
msgid ""
"When all desired relation field information has been entered, save the "
"spreadsheet, and import it to the database, per the process mentioned above "
"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> "
"Import records --> Upload File`)."
msgstr ""
"Una vez que haya ingresado toda la información en los campos de relación, "
"guarde la hoja de cálculo e impórtela a la base de datos con el proceso "
"descrito con anterioridad (:menuselection:`Ventas --> Productos --> "
"Productos --> icono ⚙️ (engranaje) --> Importar registros --> Subir "
"archivo`)."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:161
msgid ""
"Once the spreadsheet with the newly-configured relation field information "
"has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
":guilabel:`Products` page."
msgstr ""
"Haga clic en :guilabel:`Importar` una vez que haya subido la hoja de cálculo"
" con la información recién configurada de los campos de relación. Odoo "
"volverá a la página de :guilabel:`Productos`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:164
msgid ""
"When the newly-changed/modified products, complete with the new relation "
"field information, has been imported and uploaded, that new information can "
"be found on the :guilabel:`Products` page."
msgstr ""
"Cuando haya importado y subido los productos recién modificados con la nueva"
" información de los campos de relación, podrá encontrar la nueva información"
" en la página de :guilabel:`Productos`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:168
msgid "Attributes and values"
msgstr "Atributos y valores"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:170
msgid ""
"Odoo also allows users to import product attributes and values that can be "
"used for products that already exist in the database, and/or with imported "
"products."
msgstr ""
"Odoo también permite que los usuarios importen atributos y valores de "
"productos que podrán utilizar en productos que ya existen en la base de "
"datos o con productos importados."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:173
msgid ""
"To import attributes and values, a separate spreadsheet or CSV file "
"dedicated to attributes and values **must** be imported and uploaded before "
"they can be used for other products."
msgstr ""
"Para importar atributos y valores es necesario que tenga una hoja de cálculo"
" o archivo CSV separado específico. Además, **debe** importarlo y subirlo "
"antes de que pueda utilizarlos en otros productos."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:176
msgid ""
"The column names/titles of the attributes and values spreadsheet should be "
"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, "
":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`."
msgstr ""
"Los nombres de las columnas o títulos de la hoja de cálculo de atributos y "
"valores deben ser los siguientes: :guilabel:`Atributo`, :guilabel:`Tipo de "
"visualización`, :guilabel:`Modo de creación de la variante` y "
":guilabel:`Valores / Valor`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid "An attributes and values spreadsheet template for imports."
msgstr ""
"Una plantilla de hoja de cálculo de atributos y valores para importar."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:184
msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)."
msgstr ""
":guilabel:`Atributo`: nombre del atributo (por ejemplo, `Talla` o `Tamaño`)."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:185
msgid ""
":guilabel:`Display Type`: display type used in the product configurator. "
"There are three display type options:"
msgstr ""
":guilabel:`Tipo de visualización`: es el tipo de visualización que se usa en"
" el configurador de productos y hay tres opciones disponibles:"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:188
msgid ":guilabel:`Radio`: values displayed as radio buttons"
msgstr ":guilabel:`Opción`: los valores aparecen como botones de opción."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:189
msgid ":guilabel:`Selection`: values displayed in a selection list"
msgstr ""
":guilabel:`Selección`: los valores aparecen en una lista de selección."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:190
msgid ":guilabel:`Color`: values denoted as a color selection"
msgstr ":guilabel:`Color`: los valores aparecen como una selección de color."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:192
msgid ""
":guilabel:`Variant Creation Mode`: how the variants are created when applied"
" to a product. There are three variant creation mode options:"
msgstr ""
":guilabel:`Modo de creación de la variante`: cómo se crean las variantes "
"cuando se aplican a un producto. Hay tres opciones disponibles."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:195
msgid ""
":guilabel:`Instantly`: all possible variants are created as soon as the "
"attribute, and its values, are added to a product"
msgstr ""
":guilabel:`Instantáneo`: todas las variantes posibles se crean tan pronto "
"como el atributo y sus valores se agregan a un producto."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:197
msgid ""
":guilabel:`Dynamically`: each variant is created **only** when its "
"corresponding attributes and values are added to a sales order"
msgstr ""
":guilabel:`Dinámico`: cada variante se crea **solo** cuando sus atributos y "
"valores correspondientes se agregan a una orden de venta."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:199
msgid ":guilabel:`Never`: variants are **never** created for the attribute"
msgstr ":guilabel:`Nunca`: **nunca** se crean variantes para el atributo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:202
msgid ""
"The :guilabel:`Variants Creation Mode` **cannot** be changed once the "
"attribute is used on at least one product."
msgstr ""
"**No puede** cambiar el :guilabel:`modo de creación de variantes` si al "
"menos un producto ya utiliza el producto."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:205
msgid ""
":guilabel:`Values/Value`: values pertaining to the corresponding attribute. "
"If there are multiple values for the same attribute, the values need to be "
"in individual lines on the spreadsheet."
msgstr ""
":guilabel:`Valores / Valor`: los valores relacionados con el atributo "
"correspondiente. Si el mismo atributo tiene varios valores, entonces deben "
"estar en líneas individuales en la hoja de cálculo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:208
msgid ""
"Once the desired attributes and values have been entered and saved in the "
"spreadsheet, it's time to import and upload it into Odoo. To do that, "
"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> "
"⚙️ (gear) icon --> Import records --> Upload File`."
msgstr ""
"Una vez que haya ingresado y guardado los atributos y valores necesarios en "
"la hoja de cálculo deberá importarla y subirla a Odoo. Vaya a "
":menuselection:`Ventas --> Configuración --> Atributos --> icono ⚙️ "
"(engranaje) --> Importar registros --> Subir archivo`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:212
msgid ""
"Once the spreadsheet with the newly-configured attributes and values has "
"been uploaded, click :guilabel:`Import`, and Odoo returns to the "
":guilabel:`Attributes` page. That's where those newly-added attributes and "
"values can be found and edited, if necessary."
msgstr ""
"Haga clic en :guilabel:`Importar` una vez que haya subido la hoja de cálculo"
" con los atributos y valores recién configurados. Odoo regresará a la página"
" de :guilabel:`Atributos` y desde allí podrá visualizarlos y editarlos."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:216
msgid ""
"As mentioned previously, when attributes and values have been added to the "
"Odoo database, they can be used for existing or imported products."
msgstr ""
"Como mencionamos, cuando agrega atributos y valores a la base de datos de "
"Odoo puede utilizarlos para productos existentes o importados."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:220
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181
msgid "Product variants"
msgstr "Variantes de producto"
#: ../../content/applications/sales/sales/products_prices/products/import.rst:222
msgid ""
"When product attributes and values are configured in the database, they can "
"be used on product import spreadsheets to add more information and detail to"
" products being imported."
msgstr ""
"Cuando configura los atributos y valores del producto en la base de datos "
"puede usarlos en hojas de cálculo para importar productos. Esto le permitirá"
" agregar más información y detalles a los productos que importará."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:225
msgid ""
"To import products with product attributes and values, the product import "
"template spreadsheet must be configured with specific :guilabel:`Product "
"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and "
":guilabel:`Name` columns."
msgstr ""
"Para importar productos con atributos y valores debe configurar la hoja de "
"cálculo de la plantilla de importación de productos con columnas específicas"
" como :guilabel:`Atributos / Atributo del producto`, :guilabel:`Atributos / "
"Valores del producto` y :guilabel:`Nombre`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:229
msgid ""
"There can be other columns, as well, but these columns are **required** in "
"order to properly import products with specific variants."
msgstr ""
"También puede establecer otras columnas, pero estas son **necesarias** para "
"importar productos con variantes específicas de forma correcta."
#: ../../content/applications/sales/sales/products_prices/products/import.rst-1
msgid ""
"Product variants spreadsheet with product attributes and variants for import"
" purposes."
msgstr ""
"Hoja de cálculo de variantes de producto con atributos y variantes con fines"
" de importación."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:236
msgid ":guilabel:`Name`: product name"
msgstr ":guilabel:`Nombre`: nombre del producto."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:237
msgid ":guilabel:`Product Attributes / Attribute`: name of attribute"
msgstr ""
":guilabel:`Atributos / Atributo del producto`: el nombre del atributo."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:238
msgid ""
":guilabel:`Product Attributes / Values`: values pertaining to the "
"corresponding attribute"
msgstr ""
":guilabel:`Atributos / Valores del producto`: los valores pertinentes del "
"atributo correspondiente."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:241
msgid ""
"To import multiple values, separate them by *just* a comma, **not** a comma "
"followed by a space, in the product import template spreadsheet (e.g. "
"`furniture,couch,home`)."
msgstr ""
"Para importar varios valores en la plantilla de importación de productos "
"*solo* sepárelos con una coma, **no** con una coma seguida de un espacio. "
"Por ejemplo, `muebles,sillón,hogar`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:244
msgid ""
"When the desired products and product variants have been entered and saved "
"in the spreadsheet, it's time to import and upload them into Odoo. To do "
"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️"
" (gear) icon --> Import records --> Upload File`."
msgstr ""
"Una vez que haya ingresado y guardado los productos y sus variantes en la "
"hoja de cálculo deberá importarla y subirla a Odoo. Para hacerlo, vaya a "
":menuselection:`Ventas --> Productos --> Productos --> icono ⚙️ (engranaje) "
"--> Importar registros --> Subir archivo`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:248
msgid ""
"Once the spreadsheet with the newly-configured products and product variants"
" has been uploaded, click :guilabel:`Import`, and Odoo returns to the "
":guilabel:`Products` page. That's where the newly-added products can be "
"found."
msgstr ""
"Haga clic en :guilabel:`Importar` una vez que haya subido la hoja de cálculo"
" recién configurada con los productos y sus variantes. Odoo regresará a la "
"página de :guilabel:`Productos` y desde allí podrá visualizarlos."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:252
msgid ""
"To view and modify the attributes and variants on any products, select the "
"desired product from the :guilabel:`Products` page, and click the "
":guilabel:`Attributes \\& Variants` tab."
msgstr ""
"Para ver y modificar los atributos y variantes de cualquier producto, "
"seleccione el producto correspondiente en la página de :guilabel:`Productos`"
" y luego haga clic en la pestaña :guilabel:`Atributos y variantes`."
#: ../../content/applications/sales/sales/products_prices/products/import.rst:256
msgid ":doc:`variants`"
msgstr ":doc:`variants`"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
msgid "Product images with Google Images"
msgstr "Imágenes para productos con Google Imágenes"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
msgid ""
"Having appropriate product images in Odoo is useful for a number of reasons."
" However, if a lot of products need images, assigning them can become "
"incredibly time-consuming."
msgstr ""
"Que los productos en Odoo cuenten con las imágenes apropiadas es útil por "
"varios motivos. Sin embargo, asignar imágenes a varios productos puede tomar"
" mucho tiempo."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8
msgid ""
"Fortunately, by configuring the *Google Custom Search* API within an Odoo "
"database, finding product images for products (based on their barcode) is "
"extremely efficient."
msgstr ""
"Afortunadamente, si configura la API de *Google Custom Search* dentro de una"
" base de datos de Odoo podrá encontrar imágenes para los productos con mucha"
" facilidad gracias a sus códigos de barras."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16
msgid ""
"In order to utilize *Google Custom Search* within an Odoo database, both the"
" database and the Google API must be properly configured."
msgstr ""
"Para poder usar *Google Custom Search* en una base de datos deberá "
"configurar de forma adecuada su base y la API de Google."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20
msgid ""
"Free Google accounts allow users to select up to 100 free images per day. If"
" a higher amount is needed, a billing upgrade is required."
msgstr ""
"Las cuentas gratuitas de Google permiten que los usuarios seleccionen hasta "
"100 imágenes gratuitas al día. En caso de que necesiten más, entonces deben "
"usar la versión de pago."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26
msgid "Google API dashboard"
msgstr "Tablero de la API de Google"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
msgid ""
"Go to the `Google Cloud Platform API & Services "
"<https://console.developers.google.com/>`_ page to generate Google Custom "
"Search API credentials. Then, log in with a Google account. Next, agree to "
"their :guilabel:`Terms of Service` by checking the box, and clicking "
":guilabel:`Agree and Continue`."
msgstr ""
"Vaya a la página `APIs y servicios de Google Cloud Platform "
"<https://console.developers.google.com/>`_ para generar las credenciales API"
" de Google Custom Search. Inicie sesión con una cuenta de Google y acepte "
"los :guilabel:`Términos del Servicio`, para esto seleccione la casilla y "
"haga clic en :guilabel:`Aceptar y continuar`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32
msgid ""
"From here, select (or create) an API project to store the credentials. Start"
" by giving it a memorable :guilabel:`Project Name`, select a "
":guilabel:`Location` (if any), then click :guilabel:`Create`."
msgstr ""
"Una vez aquí, seleccione o cree un proyecto de API para almacenar las "
"credenciales. Primero proporcione un :guilabel:`nombre de proyecto` fácil de"
" recordar, seleccione una :guilabel:`ubicación` (si la hay) y luego haga "
"clic en :guilabel:`Crear`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35
msgid ""
"With the :guilabel:`Credentials` option selected in the left sidebar, click "
":guilabel:`Create Credentials`, and select :guilabel:`API key` from the "
"drop-down menu."
msgstr ""
"Una vez que la opción :guilabel:`Credenciales` en la barra lateral izquierda"
" esté seleccionada haga clic en :guilabel:`Crear credenciales` y elija "
":guilabel:`Clave API` en el menú desplegable."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "API & Services page on Google Cloud Platform."
msgstr "Página de APIs y servicios en Google Cloud Platform."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42
msgid ""
"Doing so reveals an :guilabel:`API key created` pop-up window, containing a "
"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the "
"pop-up window -- it will be used later. Once the key is copied (and saved "
"for later use), click :guilabel:`Close` to remove the pop-up window."
msgstr ""
"Aparecerá una ventana emergente con el mensaje :guilabel:`Clave API creada` "
"con una :guilabel:`clave API` personalizada. Copie y guarde :guilabel:`su "
"clave API`, la utilizará después. Una vez que haya copiado la clave (y la "
"haya almacenado para su uso posterior), haga clic en el botón "
":guilabel:`Cerrar` de la ventana emergente."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "The API key created pop-up window that appears."
msgstr "Visualización de la ventana emergente con la clave API recién creada."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50
msgid "On this page, search for `Custom Search API`, and select it."
msgstr "En esta página, busque `Custom Search API` y selecciónela."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform."
msgstr "Barra de búsqueda con la \"Custom Search API\" en Google Cloud Platform."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
msgid ""
"From the :guilabel:`Custom Search API` page, enable the API by clicking "
":guilabel:`Enable`."
msgstr ""
"Una vez que se encuentre en la página de :guilabel:`Custom Search API` haga "
"clic en :guilabel:`Habilitar`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"\"Custom Search API\" page with Enable button highlighted on Google Cloud "
"Platform."
msgstr ""
"La página de \"Custom Search API\" con el botón Habilitar resaltado en "
"Google Cloud Platform."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65
msgid "Google Programmable Search dashboard"
msgstr "Tablero de Google Programmable Search"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67
msgid ""
"Next, go to `Google Programmable Search Engine "
"<https://programmablesearchengine.google.com/>`_, and click either of the "
":guilabel:`Get started` buttons. Log in with a Google account, if not "
"already logged in."
msgstr ""
"A continuación, vaya al `Motor de Búsqueda Programable de Google "
"<https://programmablesearchengine.google.com/>`_ (no está disponible en "
"español) y haga clic en alguno de los botones :guilabel:`Get started` (es "
"decir, comenzar). Si aún no ha iniciado sesión, entonces inicie sesión con "
"una cuenta de Google."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "Google Programmable Search Engine page with the Get Started buttons."
msgstr ""
"Página del motor de búsqueda programable de Google con los botones \"Get "
"started\" (Comenzar)."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75
msgid ""
"On the :guilabel:`Create a new search engine` form, fill out the name of the"
" search engine, along with what the engine should search, and be sure to "
"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`."
msgstr ""
"En el formulario :guilabel:`Create a new search engine (Crear un nuevo motor"
" de búsqueda)`, complete el nombre del motor de búsqueda junto con lo que "
"debería buscar. Asegúrese de habilitar :guilabel:`Image Search` y "
":guilabel:`SafeSearch`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"Create new search engine form that appears with search engine "
"configurations."
msgstr ""
"El formulario para crear un nuevo motor de búsqueda que aparece al "
"configurar el motor de búsqueda."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
msgid "Validate the form by clicking :guilabel:`Create`."
msgstr "Haga clic en :guilabel:`Crear` para validar el formulario."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84
msgid ""
"Doing so reveals a new page with the heading: :guilabel:`Your new search "
"engine has been created`."
msgstr ""
"Después de esto aparecerá una nueva página con el texto \":guilabel:`Your "
"new search engine has been created`\" (Su nuevo motor de búsqueda ha sido "
"creado)."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"The Your New Search Engine Has Been Created page that appears with copy "
"code."
msgstr ""
"La página con el mensaje \"Su nuevo motor de búsqueda ha sido creado\" con "
"el código a copiar."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91
msgid ""
"From this page, click :guilabel:`Customize` to open the "
":menuselection:`Overview --> Basic` page. Then, copy the ID in the "
":guilabel:`Search engine ID` field. This ID is needed for the Odoo "
"configuration."
msgstr ""
"Desde esta página, haga clic en :guilabel:`Personalizar` para abrir la "
"página :menuselection:`Información general --> Básico`. Luego copie el ID "
"del campo :guilabel:`ID del motor de búsqueda`, es necesario para realizar "
"la configuración en Odoo."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "Basic overview page with search engine ID field."
msgstr "Página de información general con el campo ID del motor de búsqueda."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102
msgid "Odoo"
msgstr "Odoo"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
msgid ""
"In the Odoo database, go to the :menuselection:`Settings app` and scroll to "
"the :guilabel:`Integrations` section. From here, check the box beside "
":guilabel:`Google Images`. Then, click :guilabel:`Save`."
msgstr ""
"En la base de datos de Odoo, vaya a :menuselection:`Ajustes` y diríjase a la"
" sección :guilabel:`Integraciones`. Una vez allí, seleccione la casilla "
"junto a :guilabel:`Google Imágenes` y después haga clic en "
":guilabel:`Guardar`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid "The Google Images setting in the Odoo Settings app page."
msgstr ""
"La función Google Imágenes en la página de la aplicación Ajustes de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112
msgid ""
"Next, return to the :menuselection:`Settings app`, and scroll to the "
":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and "
":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google "
"Images` feature."
msgstr ""
"Regrese a :menuselection:`Ajustes` y, de nuevo, diríjase a la sección "
":guilabel:`Integraciones`. En la sección :guilabel:`Google Imágenes` deberá "
"completar los campos :guilabel:`Clave API` así como también :guilabel:`ID de"
" motor de búsqueda`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115
msgid "Click :guilabel:`Save`."
msgstr "Haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
msgid "Product images in Odoo with Google Custom Search API"
msgstr "Imágenes de producto en Odoo con la API de Google Custom Search"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122
msgid ""
"Adding images to products in Odoo can be done on any product or product "
"variant. This process can be completed in any Odoo application that provides"
" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)."
msgstr ""
"Puede agregar imágenes a los productos en Odoo en cualquier producto o sus "
"variantes. Este proceso se puede realizar en cualquier aplicación de Odoo "
"que proporcione acceso a las páginas de productos, por ejemplo, *Ventas*, "
"*Inventario*, entre otras."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126
msgid ""
"Below is a step-by-step guide detailing how to utilize the *Google Custom "
"Search API* to assign images to products in Odoo using the Odoo *Sales* "
"application:"
msgstr ""
"A continuación encontrará una guía con todas las instrucciones sobre el uso "
"de la *API de Google Custom Search* para asignar imágenes a productos desde "
"la aplicación *Ventas* de Odoo:"
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129
msgid ""
"Navigate to the :guilabel:`Products` page in the *Sales* app "
"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the "
":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales "
"app --> Products --> Product Variants`)."
msgstr ""
"Desde la aplicación *Ventas* vaya a la página :guilabel:`Productos` "
"(:menuselection:`Ventas --> Productos --> Productos`) o a la página "
":guilabel:`Variantes de producto` (:menuselection:`Ventas --> Productos --> "
"Variantes de producto`)."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132
msgid "Select the desired product that needs an image."
msgstr "Seleccione el producto que necesita una imagen."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135
msgid ""
"Only products (or product variants) that have a barcode, but **not** an "
"image, are processed."
msgstr ""
"Solo se procesarán los productos (o las variantes) que tienen un código de "
"barras, pero **no** tienen una imagen asignada."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137
msgid ""
"If a product with one or more variants is selected, each variant that "
"matches the aforementioned criteria is processed."
msgstr ""
"Si selecciona un producto con una o más variantes, se procesa cada variante "
"que coincida con los criterios correspondientes."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140
msgid ""
"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select "
":guilabel:`Get Pictures from Google Images` from the menu that pops up."
msgstr ""
"Haga clic en el icono :guilabel:`Acción ⚙️ (engranaje)` ubicado en la página"
" del producto y, en el menú que aparece, seleccione :guilabel:`Obtener "
"imágenes de Google Imágenes`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"The Get Pictures from Google Images option from the Action drop-down menu in"
" Odoo."
msgstr ""
"La opción \"Obtener imágenes de Google Imágenes\" del menú desplegable de "
"acción en Odoo."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147
msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`."
msgstr ""
"Aparecerá una ventana emergente, allí haga clic en :guilabel:`Obtener "
"imágenes`."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
msgid ""
"The pop-up that appears in which the user should click Get Picture in Odoo "
"Sales."
msgstr ""
"La ventana emergente en la aplicación Ventas de Odoo que aparece en la que "
"el usuario deberá hacer clic en \"Obtener imágenes\"."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153
msgid "Once clicked, the image(s) will appear incrementally."
msgstr "Una vez que haga clic, las imágenes irán apareciendo."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156
msgid ""
"Only the first 10 images are fetched immediately. If you selected more than "
"10, the rest are fetched as a background job."
msgstr ""
"Solo las primeras diez imágenes se obtienen de inmediato. Si seleccionó más,"
" se irán obteniendo en segundo plano."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159
msgid ""
"The background job processes about 100 images in a minute. If the quota "
"authorized by Google (either with a free or a paid plan) is reached, the "
"background job puts itself on hold for 24 hours. Then, it will continue "
"where it stopped the day before."
msgstr ""
"El trabajo en segundo plano procesa alrededor de 100 imágenes por minuto. Si"
" alcanza la cuota autorizada por Google (ya sea con un plan gratuito o de "
"pago), el trabajo en segundo plano se pausará durante 24 horas y después "
"continuará donde se detuvo el día anterior."
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164
msgid ""
"`Create, modify, or close your Google Cloud Billing account "
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
msgstr ""
"`Cree, modifique o cierre su cuenta de facturación de Google Cloud "
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
msgid ""
"Product variants are used to give single products a variety of different "
"characteristics and options for customers to choose from, such as size, "
"style, or color, just to name a few."
msgstr ""
"Usamos las variantes de producto para que productos únicos tengan diferentes"
" características y opciones que los clientes puedan elegir, como tamaño, "
"estilo, color, entre otras."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:8
msgid ""
"Products variants can be managed via their individual product template, or "
"by navigating to either the :guilabel:`Product Variants` or "
":guilabel:`Attributes` page. All of these options are located within the "
"Odoo *Sales* application."
msgstr ""
"Puede gestionar las variantes de los productos en la plantilla de cada "
"producto, o si va a la página :guilabel:`Variantes de producto` o "
":guilabel:`Atributos`. Todas estas opciones se encuentran dentro de la "
"aplicación *Ventas* de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
msgid ""
"An apparel company has the following variant breakdown for one their best-"
"selling t-shirts:"
msgstr ""
"Una empresa de ropa tiene el siguiente desglose de variantes para una de sus"
" camisetas más vendidas:"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:15
msgid "Unisex Classic Tee"
msgstr "Camiseta clásica unisex"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:17
msgid "Color: Blue, Red, White, Black"
msgstr "Color: azul, rojo, blanco, negro"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:18
msgid "Size: S, M, L, XL, XXL"
msgstr "Talla: CH, M, G, XG, XXG"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:20
msgid ""
"Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a"
" specific product variant."
msgstr ""
"Aquí, la **camiseta** es la plantilla del producto y **Camiseta: Azul, S** "
"es una variante de producto específica."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
msgid ""
"**Color** and **Size** are *attributes*, and the corresponding options (like"
" **Blue** and **S**) are *values*."
msgstr ""
"El **tamaño** y el **color** son atributos y las opciones correspondientes "
"(como **azul** y **S**) son los **valores**."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
msgid ""
"In this instance, there is a total of twenty different product variants: "
"four **Color** options multiplied by five **Size** options. Each variant has"
" its own inventory count, sales totals, and other similar records in Odoo."
msgstr ""
"En este caso, hay un total de veinte variantes de producto diferentes: "
"cuatro opciones de **color** multiplicadas por cinco opciones de **tamaño**."
" Cada variante tiene su propio inventario, total de ventas y otros registros"
" similares en Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:31
msgid ":doc:`/applications/websites/ecommerce/products/variants`"
msgstr ":doc:`/applications/websites/ecommerce/products/variants`"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:36
msgid ""
"To use product variants, the *Variants* setting **must** be activated in the"
" Odoo *Sales* application."
msgstr ""
"Para usar variantes de producto, **debe** activar las **variantes** en la "
"aplicación **Ventas** de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
msgid ""
"To do that, go to :menuselection:`Sales app --> Configuration --> Settings`,"
" and locate the :guilabel:`Product Catalog` section at the top of the page."
msgstr ""
"Para hacerlo, vaya a :menuselection:`la aplicación Ventas --> Configuración "
"--> Ajustes`, y ubique la sección :guilabel:`Catálogo de producto` en la "
"parte superior de la página."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:42
msgid ""
"In that section, check the box to enable the :guilabel:`Variants` feature."
msgstr ""
"En esta sección, marque la caja para activar la funcionalidad "
":guilabel:`Variantes`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"Activating product variants on the Settings page of the Odoo Sales "
"application."
msgstr ""
"Imagen sobre la activación de las variantes de productos en la página de "
"ajustes de la aplicación de Ventas."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:48
msgid ""
"Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page."
msgstr ""
"Después, haga clic en :guilabel:`Guardar` en la parte superior de la página "
"de :guilabel:`Ajustes`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:51
msgid "Attributes"
msgstr "Atributos"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:53
msgid ""
"Before product variants can be set up, attributes **must** be created. To "
"create, manage, and modify attributes, navigate to :menuselection:`Sales app"
" --> Configuration --> Attributes`."
msgstr ""
"Antes de poder configurar las variantes de productos, **debe** crear los "
"atributos. Para crear, gestionar y modificar los atributos, vaya a "
":menuselection:`la aplicación de ventas --> Configuración --> Atributos`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:57
msgid ""
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
" appear on the *Product Configurator*, *Point of Sale* dashboard, and "
"*eCommerce* pages."
msgstr ""
"El orden de los atributos en la página :guilabel:`Atributos` determina cómo "
"aparecen en el *configurador de productos*, el tablero de *Punto de venta* y"
" las páginas de *comercio electrónico*."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:60
msgid ""
"To create a new attribute from the :guilabel:`Attributes` page, click "
":guilabel:`New`. Doing so reveals a blank attributes form that can be "
"customized and configured in a number of ways."
msgstr ""
"Para crear un nuevo atributo desde la página :guilabel:`Atributos` haga clic"
" en :guilabel:`Nuevo`. Así se mostrará un formulario de atributo en blanco "
"que usted puede personalizar y configurar de varias maneras."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid "A blank attribute creation form in the Odoo Sales application."
msgstr ""
"Un formulario de creación de atributos en blanco en la aplicación Ventas de "
"Odoo"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:67
msgid ""
"First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`."
msgstr ""
"Primero, cree un :guilabel:`Nombre de atributo`, como `Color` o `Tamaño`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:69
msgid ""
"Next, select one of the options from the :guilabel:`Display Type` field. The"
" :guilabel:`Display Type` determines how this product is shown on the online"
" store, *Point of Sale* dashboard, and *Product Configurator*."
msgstr ""
"Luego seleccione una de las opciones del campo :guilabel:`Tipo de "
"visualización`. Este determina cómo se mostrará este producto en la tienda "
"en línea, el tablero del *Punto de Venta* y el *configurador de productos*."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:73
msgid "The :guilabel:`Display Type` options are:"
msgstr "Las :guilabel:`Opciones de visualización` son:"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:75
msgid ""
":guilabel:`Pills`: options appear as selectable buttons on the product page "
"of the online store."
msgstr ""
":guilabel:`Barra`: las opciones aparecerán como botones seleccionables en la"
" página de la tienda en línea del producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:76
msgid ""
":guilabel:`Color`: options appear as small, colored squares, which reflect "
"any HTML color codes"
msgstr ""
":guilabel:`Color`: las opciones aparecen como pequeños cuadrados de colores "
"que muestran los códigos de color HTML."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:77
msgid ""
":guilabel:`Radio`: options appear in a bullet-style list on the product page"
" of the online store."
msgstr ""
":guilabel:`Radio`: las opciones aparecerán en una lista con botones de "
"opción en la página de productos de la tienda en línea."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:78
msgid ""
":guilabel:`Select`: options appear in a drop-down menu on the product page "
"of the online store. set, on the product page of the online store."
msgstr ""
":guilabel:`Seleccionar`: las opciones aparecen en un menú desplegable en la "
"página del producto en la tienda en línea."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:80
msgid ""
":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes"
" on the product page of the online store."
msgstr ""
":guilabel:`Varias casillas (opción)`: las opciones aparecen como casillas "
"que se pueden seleccionar en la página del producto de la tienda en línea."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid "Display Types on Product Configurator on the online store in Odoo."
msgstr ""
"Tipos de visualización en la configuración del producto en la tienda en "
"línea de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:87
msgid ""
"The :guilabel:`Variant Creation Mode` field informs Odoo when to "
"automatically create a new variant once an attribute is added to a product."
msgstr ""
"El campo :guilabel:`Modo de creación de variantes` le informa a Odoo cuándo "
"debe crear una nueva variante de forma automática después de agregar un "
"atributo a un producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:91
msgid ""
"The :guilabel:`Variant Creation Mode` field **must** be set to "
":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox "
"(option)` to work properly as the :guilabel:`Display Type`."
msgstr ""
"El campo :guilabel:`Modo de creación de variantes` **debe** estar "
"configurado con :guilabel:`Nunca (opción)` para que :guilabel:`Varias "
"casillas (opción)` funcione de forma correcta como :guilabel:`tipo de "
"visualización`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:95
msgid ""
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
"and values are added to a product template."
msgstr ""
":guilabel:`Instantáneamente`: crea todas las variantes posibles tan pronto "
"como se agregan atributos y valores a una plantilla de producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97
msgid ""
":guilabel:`Dynamically`: creates variants **only** when corresponding "
"attributes and values are added to a sales order."
msgstr ""
":guilabel:`Dinámicamente`: crea variantes **solo** cuando se agregan "
"atributos y valores correspondientes a una orden de venta."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:99
msgid ":guilabel:`Never (option)`: never automatically creates variants."
msgstr ""
":guilabel:`Nunca (opción)`: nunca crea variantes de manera automática."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:102
msgid ""
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
"cannot be edited."
msgstr ""
"El :guilabel:`modo de creación de las variantes` de un atributo no se puede "
"editar después de que se agregó a un producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104
msgid ""
"The :guilabel:`eCommerce Filter Visibility` field determines whether or not "
"these attribute options are visible to the customer on the front-end, as "
"they shop on the online store."
msgstr ""
"El campo :guilabel:`Visibilidad del filtro de comercio electrónico` "
"determina si el cliente puede ver las opciones de este atributo desde el "
"frontend cuando compran en la tienda en línea."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:107
msgid ""
":guilabel:`Visible`: the attribute values are visible to customers on the "
"front-end."
msgstr ""
":guilabel:`Visible`: los clientes pueden ver los atributos de los valores "
"desde el frontend."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:108
msgid ""
":guilabel:`Hidden`: the attribute values are hidden from customers on the "
"front-end."
msgstr ""
":guilabel:`Oculto`: los clientes no pueden ver los atributes de valores "
"desde el frontend."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:110
msgid ""
"Lastly, in the optional :guilabel:`eCommerce Category` field, select a "
"category from a drop-down menu to group similar attributes under the same "
"section for added specificity and organization."
msgstr ""
"Por último, en el campo opcional :guilabel:`Categoría de comercio "
"electrónico`, seleccione una categoría en el menú desplegable para agrupar "
"atributos similares en la misma sección para que sean más específicos y "
"estén mejor organizados."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:114
msgid ""
"To view the details related to the attribute category selected, click the "
"internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the "
"far-right of the :guilabel:`eCommerce Category` field, once an option has "
"been selected. Doing so reveals that attribute category's detail form."
msgstr ""
"Para ver los detalles relacionados con la categoría de atributo "
"seleccionada, haga clic en el icono de enlace interno :icon:`fa-arrow-right`"
" :guilabel:`(flecha hacia la derecha)` que se encuentra del lado derecho del"
" campo :guilabel:`Categoría de comercio electrónico` después de seleccionar "
"una opción. Esta acción abre el formulario de detalles de esa categoría de "
"atributo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"A standard attribute category detail page accessible via its internal link "
"arrow icon."
msgstr ""
"Una página de detalles de categoría de atributo estándar a la cual se puede "
"entrar mediante el icono de flecha de enlace interno."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123
msgid ""
"Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at"
" the top. Followed by :guilabel:`Related Attributes` associated with the "
"category. These attributes can be dragged-and-dropped into a desirable order"
" of priority."
msgstr ""
"Aquí, el :guilabel:`Nombre de categoría` y la :guilabel:`Secuencia` se "
"muestran en la parte superior, seguido por :guilabel:`atributos "
"relacionados` asociados con la categoría. Puede arrastrar y soltar estos "
"atributos en el orden de prioridad que quiera."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:127
msgid ""
"Attributes can be directly added to the category, as well, by clicking "
":guilabel:`Add a line`."
msgstr ""
"Puede agregar atributos directamente a la categoría, también puede hacer "
"clic en :guilabel:`Agregar una lína`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:130
msgid ""
"To create an attribute category directly from this field, start typing the "
"name of the new category, then select either :guilabel:`Create` or "
":guilabel:`Create and edit...` from the drop-down menu that appears."
msgstr ""
"Para crear una categoría de atributo directamente desde este campo, empiece "
"a escribir el nombre de la nueva categoría. Después seleccione "
":guilabel:`Crear` o :guilabel:`Crear y editar...` en el menú desplegable que"
" aparece."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134
msgid ""
"Clicking :guilabel:`Create` creates the category, which can be modified "
"later. Clicking :guilabel:`Create and edit...` creates the category and "
"reveals a :guilabel:`Create Category` pop-up window, in which the new "
"attribute category can be configured and customized."
msgstr ""
"Al hacer clic en :guilabel:`Crear`, se crea la categoría, la cual podrá "
"editar después. Si hace clic en :guilabel:`Crear y editar...` se crea la "
"categoría y aparece una ventana emergente para :guilabel:`Crear categoría`, "
"en donde podrá personalizar y configurar la categoría de inmediato. "
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139
msgid "Attribute values"
msgstr "Valores de atributos"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:141
msgid ""
"Attribute values should be added to the :guilabel:`Attribute Values` tab. "
"Values can be added to an attribute at any time, if needed."
msgstr ""
"Los valores de los atributos se tienen que agregar en la pestaña "
":guilabel:`Valores de atributo`. Puede agregar valores a un atributo a la "
"vez si así lo necesita."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144
msgid ""
"To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute "
"Values` tab."
msgstr ""
"Para agregar un valor, haga clic en :guilabel:`Agregar una línea` en la "
"pestaña :guilabel:`Valores de atributo`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:146
msgid ""
"Then, enter the name of the value in the :guilabel:`Value` column. Next, "
"check the box in the :guilabel:`Is custom value` column, if the value is "
"custom (i.e. the customer gets to provide unique specifications that are "
"specific to this particular value)."
msgstr ""
"Después, ingrese el nombre del valor en la columna :guilabel:`Valor`. "
"Después, marque la casilla en la columna :guilabel:`Es valor personalizado`,"
" si el valor es personalizado (es decir, el cliente brindará "
"especificaciones únicas para este valor en específico)."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:151
msgid ""
"If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the "
"option to add an HTML color code will appear to the far-right of the value "
"line, to make it easier for salespeople and customers to know exactly what "
"color option they're choosing."
msgstr ""
"Si selecciona el :guilabel:`Tipo de visualización` - :guilabel:`Color`, "
"aparecerá la opción para para agregar un código de color HTML en el lado "
"derecho de la línea de valor, para que sea más fácil para los vendedores y "
"clientes saber exactamente qué opción están seleccionando."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"Attribute values tab when add a line is clicked, showing the custom columns."
msgstr ""
"La pestaña de valores de atributo cuando se hace clic en agregar una línea, "
"donde se muestran columnas personalizadas."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159
msgid ""
"To choose a color, click the blank circle in the :guilabel:`Color` column, "
"which reveals an HTML color selector pop-up window."
msgstr ""
"Para elegir un color, haga clic en el círculo en blanco en la columna "
":guilabel:`Color`, lo cual mostrará una ventana emergente para seleccionar "
"el color HTML."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"Selecting a color from the HTML color pop-up window that appears on "
"attribute form."
msgstr ""
"Selección de un color desde la ventana emergente para seleccionar HTML que "
"aparece en el formulario del atributo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166
msgid ""
"In this pop-up window, select a specific color by dragging the color slider "
"to a particular hue, and clicking on the color portion directly on the color"
" gradient window."
msgstr ""
"En esta ventana emergente, seleccione un color específico, solo tiene que "
"arrastrar el seleccionador de color al tono que quiera y hacer clic para "
"confirmar."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
msgid ""
"Or, choose a specific color by clicking the *dropper* icon, and selecting a "
"desired color that's currently clickable on the screen."
msgstr ""
"O seleccione un color específico, haga clic en el icono de *gotero* y "
"seleccione el color deseado que pueda hacer clic en la pantalla."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173
msgid ""
"Attributes can also be created directly from the product template by adding "
"a new line and typing the name into the :guilabel:`Variants` tab."
msgstr ""
"También puede crear atributos desde la plantilla de producto. Agregue una "
"nueva línea y escriba el nombre en la pestaña :guilabel:`Variantes`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176
msgid ""
"Once an attribute is added to a product, that product is listed and "
"accessible, via the attribute's :guilabel:`Related Products` smart button. "
"That button lists every product in the database currently using that "
"attribute."
msgstr ""
"Una vez que se agrega un atributo a un producto, ese producto se enlista y "
"se puede acceder con el botón inteligente :guilabel:`Productos "
"relacionados`. Ese botón enlista todos los productos en la base de datos que"
" están utilizando el atributo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183
msgid ""
"Once an attribute is created, use the attribute (and its values) to create a"
" product variant. To do that, go to :menuselection:`Sales app --> Products "
"--> Products`, and select an existing product to view that desired product's"
" form. Or, click :guilabel:`Create` to create a new product, to which a "
"product variant can be added."
msgstr ""
"Una vez que se crea el atributo, úselo (junto con sus valores) para crear "
"una variante de producto. Para hacerlo, vaya a :menuselection:`la aplicación"
" Ventas --> Productos --> Productos` y seleccione un producto existente para"
" ver el formulario de producto deseado. O, haga clic en :guilabel:`Crear` "
"para crear un producto nuevo al que le puede agregar una variante de "
"producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188
msgid ""
"On the product form, click the :guilabel:`Attributes \\& Variants` tab to "
"view, manage, and modify attributes and values for the product."
msgstr ""
"En el formulario de producto, haga clic en le pestaña :guilabel:`Atributos y"
" variantes` para ver, gestionar y modificar los atributos y valores del "
"producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid "The attributes and values tab on a typical product form in Odoo Sales."
msgstr ""
"La pestaña de atributos y valores en un producto común en Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195
msgid ""
"To add an attribute to a product, and subsequent attribute values, click "
":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then,"
" choose the desired attribute from the drop-down menu that appears."
msgstr ""
"Para agregar un atributo a un producto, y valores de atributo subsecuentes, "
"haga clic en :guilabel:`Agregar una línea` en la pestaña "
":guilabel:`Atributos y valores`. Después, seleccione el atributo deseado del"
" menú desplegable que aparece."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200
msgid ""
"Attributes can be created directly from the :guilabel:`Attributes \\& "
"Variants` tab of a product form. To do that, start typing the name of the "
"new attribute in the blank field, and select either :guilabel:`Create` or "
":guilabel:`Create and edit...` from the mini drop-down menu that appears."
msgstr ""
"Puede crear atributos directamente desde la pestaña :guilabel:`Atributos y "
"variantes` del formulario de producto. Para hacerlo, primero escriba el "
"nombre del nuevo atributo en el campo en blanco y seleccione ya sea "
":guilabel:`Crear` o :guilabel:`Crear y editar...` desde el menú desplegable "
"que aparece."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205
msgid ""
"Clicking :guilabel:`Create` creates the attribute, which can be customized "
"later. Clicking :guilabel:`Create and edit...` creates the attribute, and a "
":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, "
"proceed to modify the attribute in a number of ways."
msgstr ""
"Al hacer clic en :guilabel:`Crear`, se crea el atributo, el cual podrá "
"editar después. Si hace clic en :guilabel:`Crear y editar...` se crea el "
"atributo y aparece una ventana emergente para :guilabel:`Crear el atributo`,"
" en donde podrá personalizar y configurar la categoría de inmediato. "
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209
msgid ""
"Once an attribute is selected in the :guilabel:`Attribute` column, proceed "
"to select the specific attribute values to apply to the product, via the "
"drop-down menu available in the :guilabel:`Values` column."
msgstr ""
"Una vez que seleccione un atributo en la columna :guilabel:`Atributo` "
"seleccione los valores específicos de atributo que tiene que aplicar en el "
"producto, desde el menú desplegable disponible en la columna "
":guilabel:`Valores`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214
msgid "There is no limit to how many values can be added."
msgstr "No hay límite sobre cuántos valores puede agregar."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217
msgid ""
"Similar product variant creation processes are accessible through the "
"Purchase, Inventory, and eCommerce applications."
msgstr ""
"Puede acceder a los procesos de creación de variantes para productos "
"similares a través de las aplicaciones Compra, Inventario y Comercio "
"electrónico."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221
msgid "Configure variants"
msgstr "Configurar variantes"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223
msgid ""
"To the far-right of the attribute line is a :guilabel:`Configure` button. "
"When clicked, Odoo reveals a separate page showcasing those specific "
":guilabel:`Product Variant Values`."
msgstr ""
"A la derecha de la línea de atributo está el botón :guilabel:`Configurar`. "
"Al hacer clic, Odoo mostrará una página separada con esos :guilabel:`Valores"
" de variantes de producto` específicos."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"The Product Variant Values page accessible via the Configure button on a "
"product form."
msgstr ""
"Puede acceder a la página Valores de variantes de producto con el botón "
"Configurar en un formulario de producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230
msgid ""
"Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if "
"applicable), and :guilabel:`Value Price Extra` are viewable."
msgstr ""
"Aquí puede ver el nombre específico de :guilabel:`Valor`, :guilabel:`Índice "
"de color HTML` (si aplica) y el :guilabel:`Valor del precio adicional`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234
msgid ""
"The :guilabel:`Value Price Extra` represents the increase in the sales price"
" if the attribute is selected."
msgstr ""
"El :guilabel:`Valor de precio adicional` representa cuánto aumentará el "
"precio de venta si se selecciona el atributo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237
msgid ""
"When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo"
" reveals a separate page, detailing that value's related details."
msgstr ""
"Cuando se hace clic en la página :guilabel:`Valores de variantes de "
"producto` Odoo mostrará una página a parte donde verá los detalles "
"relacionados a los valores."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"A Product Variant Values page accessible via the Product Variants Values "
"general page."
msgstr ""
"Una página de valores de la variante de producto a la que se puede acceder a"
" través de la página general Valores de variantes de producto."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244
msgid ""
"On the specific product variant detail page, the :guilabel:`Value` and "
":guilabel:`Value Price Extra` fields can be found, along with an "
":guilabel:`Exclude for` field."
msgstr ""
"En esa página de detalles de la variante específica podrá encontrar los "
"campos :guilabel:`Valor` y :guilabel:`Valores de variantes de producto`, así"
" como un campo :guilabel:`Excluir para`."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247
msgid ""
"In the :guilabel:`Exclude for` field, different :guilabel:`Product "
"Templates` and specific :guilabel:`Attribute Values` can be added. When "
"added, this specific attribute value will be excluded from those specific "
"products."
msgstr ""
"En el campo :guilabel:`Excluir para` puede agregar :guilabel:`Plantillas de "
"producto` y :guilabel:`Valores de atributo` específicos. Al hacerlo, este "
"valor de atributo específico se excluirá de esos productos."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252
msgid "Variants smart button"
msgstr "Botón inteligente de variantes"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254
msgid ""
"When a product has attributes and variants configured in its "
":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button"
" appears at the top of the product form. The :guilabel:`Variants` smart "
"button indicates how many variants are currently configured for that "
"specific product."
msgstr ""
"Cuando un producto tiene atributos y variantes configurados en la pestaña "
":guilabel:`Atributos y variantes`, aparecerá un botón :guilabel:`Variantes` "
"en la parte superior del formulario del producto. El botón inteligente "
":guilabel:`Variantes` indica cuántas variantes están configuradas en ese "
"producto en específico."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"The variants smart button at the top of the product form in Odoo Sales."
msgstr ""
"El botón inteligente de variantes en la parte superior del formulario de "
"producto en Ventas."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262
msgid ""
"When the :guilabel:`Variants` smart button is clicked, Odoo reveals a "
"separate page showcasing all the specific product variant combinations "
"configured for that specific product."
msgstr ""
"Cuando se hace clic en el botón inteligente :guilabel:`Variantes`, Odoo "
"mostrará una página separa donde podrá ver todas las combinaciones de "
"variantes de productos configuradas"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
msgid ""
"The variants page accessible via the variants smart button on the product "
"form in Odoo."
msgstr ""
"Puede acceder a la página de variantes mediante el botón inteligente "
"variantes en el formulario de producto de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270
msgid "Impact of variants"
msgstr "Impacto de variantes"
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272
msgid ""
"In addition to offering more detailed product options to customers, product "
"variants have their own impacts that can be taken advantage of throughout "
"the Odoo database."
msgstr ""
"Además de ofrecer opciones de productos más detalladas a los clientes, las "
"variantes de producto tienen sus propios impactos y puede aprovecharlas en "
"toda la base de datos de Odoo."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275
msgid ""
":guilabel:`Barcode`: barcodes are associated with each variant, instead of "
"the product template. Each individual variant can have its own unique "
"barcode/SKU."
msgstr ""
":guilabel:`Código de barras`: los códigos de barra están asociados con cada "
"variante en lugar de cada plantilla de producto. Cada variante individual "
"puede tener su propio código de barras o SKU."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277
msgid ""
":guilabel:`Price`: every product variant has its own public price, which is "
"the sum of the product template price *and* any extra charges for particular"
" attributes."
msgstr ""
":guilabel:`Precio`: cada variante de producto tiene su propio precio "
"público, el cual es la suma de la plantilla del producto *y* cargos "
"adicionales para atributos particulares."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281
msgid ""
"A red shirt's sales price is $23 -- because the shirt's template price is "
"$20, plus an additional $3 for the red color variant. Pricelist rules can be"
" configured to apply to the product template, or to the variant."
msgstr ""
"El precio de una playera roja es $23, porque el precio en la plantilla de la"
" playera es $20, más unos $3 adicionales por la variante del color rojo. Las"
" reglas de la lista de precios se pueden configurar para aplicarse a la "
"plantilla del producto, o a la variante."
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285
msgid ""
":guilabel:`Inventory`: inventory is counted for each individual product "
"variant. On the product template form, the inventory reflects the sum of all"
" variants, but the actual inventory is computed by individual variants."
msgstr ""
":guilabel:`Inventario`: el inventario se cuenta por cada variante de "
"producto individual. En el formulario de la plantilla del producto, el "
"inventario refleja la suma de todas las variantes, pero el inventario real "
"se calcula según las variantes individuales. "
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288
msgid ""
":guilabel:`Picture`: each product variant can have its own specific picture."
msgstr ""
":guilabel:`Imagen`: cada variante de producto puede tener su propia imagen "
"específica. "
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291
msgid ""
"Changes to the product template automatically apply to every variant of that"
" product."
msgstr ""
"Los cambios a la plantilla del producto se aplican de forma automática a "
"cada variante de ese producto. "
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294
msgid ":doc:`import`"
msgstr ":doc:`importar`"
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
msgid "Returns and refunds"
msgstr "Devoluciones y reembolsos"
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
msgid ""
"The Odoo *Sales* app provides two different ways to process returns. The "
"method used depends on whether or not an invoice has been sent."
msgstr ""
"La aplicación *Ventas* de Odoo le proporciona dos maneras distintas de "
"procesar las devoluciones. El método a utilizar depende de si ya emitió o no"
" una factura."
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
msgid "Before invoicing"
msgstr "Antes de facturar"
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
msgid ""
"Returns are completed using *Reverse Transfers* when a customer decides to "
"return a product **before** an invoice has been sent or validated."
msgstr ""
"Las devoluciones se completan mediante *traslados revertidos* cuando un "
"cliente decide devolver un producto **antes** de que envíe la factura o la "
"valide. "
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
msgid ""
"In order to use *Reverse Transfers*, the *Inventory* app **must** be "
"installed."
msgstr ""
"Para usar los *traslados revertidos* también **debe** tener instalada la "
"aplicación *Inventario*."
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
msgid ""
"To start a return before invoicing, navigate to the :menuselection:`Sales` "
"app, select the desired sales order, and click on the :guilabel:`Delivery` "
"smart button to open the associated delivery order."
msgstr ""
"Para iniciar una devolución antes del proceso de facturación, vaya a la "
"aplicación *Ventas*, seleccione la orden de venta correspondiente y haga "
"clic en el botón inteligente :guilabel:`Entrega` para abrir la orden de "
"entrega vinculada."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"A typical sales order with a highlighted delivery smart button in Odoo "
"Sales."
msgstr ""
"Una orden de venta común con el botón inteligente de entrega destacado en "
"rojo en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/returns.rst:25
msgid "On the validated delivery order, click :guilabel:`Return`."
msgstr ""
"Una vez que se encuentre en la orden de entrega validada, haga clic en "
":guilabel:`Devolver`."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"A validated delivery order with a highlighted Return button in Odoo Sales."
msgstr ""
"Una orden de entrega validada con el botón \"Devolver\" destacado en rojo en"
" la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/returns.rst:31
msgid "This opens a :guilabel:`Reverse Transfer` pop-up window."
msgstr "Esta acción abre la ventana emergente :guilabel:`Revertir traslado`."
#: ../../content/applications/sales/sales/products_prices/returns.rst:33
msgid ""
"By default, the :guilabel:`Quantity` matches the validated quantities from "
"the delivery order. Update the quantities, if necessary. Click on the "
":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the "
"return."
msgstr ""
"De forma predeterminada, la :guilabel:`cantidad` coincide con las cantidades"
" validadas en la orden de entrega. Actualice las cantidades en caso de que "
"sea necesario. Haga clic en el icono :guilabel:`🗑️ (papelera)` que se ubica "
"junto a la línea de un artículo para eliminarlo de la devolución."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
"the customer."
msgstr ""
"La ventana emergente para \"revertir una transferencia\", para hacer una "
"devolución antes de facturar al cliente. "
#: ../../content/applications/sales/sales/products_prices/returns.rst:41
msgid ""
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
"warehouse operation for the incoming returned product(s)."
msgstr ""
"A continuación, haga clic en :guilabel:`Devolver` para confirmar la "
"devolución. Esto genera una nueva operación de almacén para los productos "
"devueltos entrantes."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid "Warehouse operation after a return has been confirmed in Odoo Sales."
msgstr ""
"Operación de almacén después de confirmar una devolución en la aplicación "
"Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/returns.rst:48
msgid ""
"Upon receiving the return, the warehouse team validates the warehouse "
"operation by clicking :guilabel:`Validate`. Then, on the original sales "
"order, the :guilabel:`Delivered` quantity updates to reflect the difference "
"between the initial validated quantities and the returned quantities."
msgstr ""
"Una vez recibida la devolución, el equipo de almacén valida la operación de "
"almacén con el botón :guilabel:`Validar`. Luego, en la orden de venta "
"original, la cantidad :guilabel:`entregada` se actualiza para incluir la "
"diferencia entre las cantidades validadas al inicio y las cantidades "
"devueltas."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"The updated \"Delivered\" quantity on the sales order after the reverse "
"transfer."
msgstr ""
"La cantidad \"entregada\" actualizada en la orden de ventas después de "
"revertir la transferencia. "
#: ../../content/applications/sales/sales/products_prices/returns.rst:56
msgid ""
"When an invoice is created, the customer receives an invoice **only** for "
"the products they are keeping, if any."
msgstr ""
"Al crear una factura, el cliente recibe una factura **solo** por los "
"productos que se quedó, si los hay."
#: ../../content/applications/sales/sales/products_prices/returns.rst:60
msgid "After invoicing"
msgstr "Después de facturar"
#: ../../content/applications/sales/sales/products_prices/returns.rst:62
msgid ""
"Sometimes, customers return an item after they receive and/or pay for their "
"invoice. In these cases, a return using only *Reverse Transfers* is "
"insufficient since validated, or sent, invoices cannot be changed."
msgstr ""
"A veces los clientes devuelven un artículo después de recibirlo o de pagar "
"su factura. En estos casos, no es suficiente realizar una devolución solo "
"con *traslados revertidos*, pues las facturas validadas o enviadas no se "
"pueden modificar."
#: ../../content/applications/sales/sales/products_prices/returns.rst:66
msgid ""
"However, *Reverse Transfers* can be used in conjunction with *Credit Notes* "
"to complete the customer's return."
msgstr ""
"Sin embargo, puede usar la función *Revertir traslado* junto con *notas de "
"crédito* para completar la devolución del cliente. "
#: ../../content/applications/sales/sales/products_prices/returns.rst:69
msgid ""
"To start a return after invoicing, navigate to the relevant sales order in "
"the :menuselection:`Sales` app."
msgstr ""
"Para iniciar una devolución después de haber facturado, vaya a la orden de "
"venta correspondiente en la aplicación :menuselection:`Ventas`."
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
msgid ""
"If there is a payment registered on the sales order, the payment details "
"appear in the chatter, and the invoice (accessible through the "
":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` "
"banner."
msgstr ""
"Los detalles del pago aparecerán en el chatter en caso de que haya un pago "
"registrado en la orden de venta y la factura tiene una cinta de color verde "
"con el texto \":guilabel:`En proceso de pago`\". Puede acceder a la factura "
"con el botón inteligente :guilabel:`Facturas`."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid "Sample of a green in payment banner in Odoo Sales."
msgstr ""
"Ejemplo de una cinta verde con el mensaje \"en proceso de pago\" en la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/returns.rst:80
msgid ""
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
" the validated delivery order. Then, click :guilabel:`Return` to open the "
":guilabel:`Reverse Transfer` pop-up window."
msgstr ""
"Desde la orden de venta, haga clic en el botón inteligente "
":guilabel:`Entrega` para visualizar la orden de entrega validada y después "
"haga clic en :guilabel:`Devolver` para abrir la ventana emergente "
":guilabel:`Revertir traslado`."
#: ../../content/applications/sales/sales/products_prices/returns.rst:83
msgid ""
"Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed "
"for the return. Then, click :guilabel:`Return`. This generates a new "
"warehouse operation for the incoming returned product(s), which is validated"
" by the warehouse team once the return is received by clicking "
":guilabel:`Validate`."
msgstr ""
"A continuación, edite el :guilabel:`producto` o la :guilabel:`cantidad`, "
"según sea necesario, para la devolución y haga clic en :guilabel:`Devolver`."
" Esto genera una nueva operación de almacén para los productos devueltos, el"
" equipo de almacén la validará una vez que reciba la devolución, solo deben "
"hacer clic en :guilabel:`Validar`."
#: ../../content/applications/sales/sales/products_prices/returns.rst:88
msgid ""
"Then, on the sales order, the :guilabel:`Delivered` quantity updates to "
"reflect the difference between the initial validated quantities and the "
"returned quantities."
msgstr ""
"La cantidad :guilabel:`entregada` se actualiza en la orden de venta para "
"mostrar la diferencia entre las cantidades validadas al inicio y las "
"cantidades devueltas."
#: ../../content/applications/sales/sales/products_prices/returns.rst:91
msgid ""
"To process a refund, navigate to the relevant invoice (from the sales order,"
" click on the :guilabel:`Invoices` smart button). Then, click the "
":guilabel:`Credit Note` button at the top of the validated invoice."
msgstr ""
"Para procesar una devolución, vaya a la factura correspondiente (desde la "
"orden de ventas, haga clic en el botón inteligente :guilabel:`Facturas`) y "
"luego haga clic en el botón :guilabel:`Nota de crédito` que se encuentra en "
"la parte superior de la factura validada. "
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid ""
"A typical customer invoice with a Credit Note button highlighted in Odoo "
"Sales."
msgstr ""
"Una factura al cliente común con el botón \"Nota de crédito\" destacado en "
"rojo en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/products_prices/returns.rst:99
msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form."
msgstr ""
"La acción anterior abre un formulario emergente de :guilabel:`Nota de "
"crédito`."
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
msgid "Typical credit note pop-up form that appears in Odoo Sales."
msgstr ""
"Formulario emergente de notas de crédito que aparece en la aplicación Ventas"
" de Odoo."
#: ../../content/applications/sales/sales/products_prices/returns.rst:105
msgid ""
"Start by entering a :guilabel:`Reason displayed on Credit Note` and a "
"specific :guilabel:`Journal` to process the credit. Then, select a specific "
":guilabel:`Reversal Date`."
msgstr ""
"Primero escriba el :guilabel:`motivo que aparece en la nota de crédito`, "
"elija un :guilabel:`diario` específico para procesar el crédito y seleccione"
" una :guilabel:`fecha de reversión`."
#: ../../content/applications/sales/sales/products_prices/returns.rst:108
msgid ""
"After the information is filled in, click :guilabel:`Reverse` or "
":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed."
msgstr ""
"Después de completar la información haga clic en :guilabel:`Revertir` o "
":guilabel:`Revertir y crear factura`. Si es necesario, también puede editar "
"el borrador."
#: ../../content/applications/sales/sales/products_prices/returns.rst:111
msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note."
msgstr "Por último, :guilabel:`confirme` la nota de crédito."
#: ../../content/applications/sales/sales/products_prices/returns.rst:113
msgid ""
"When complete, a blue banner reading: :guilabel:`You have outstanding "
"credits for this customer. You can allocate them to mark this invoice as "
"paid.` appears at the top of the page."
msgstr ""
"Cuando haya terminado, en la parte superior de la página aparecerá un "
"recuadro azul con el siguiente mensaje: :guilabel:`Tiene créditos pendientes"
" para este cliente. Puede asignarlos para marcar la factura como pagada.`"
#: ../../content/applications/sales/sales/products_prices/returns.rst:117
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
#: ../../content/applications/sales/sales/send_quotations.rst:5
msgid "Send Quotations"
msgstr "Enviar cotizaciones"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3
msgid "Create quotations"
msgstr "Crear cotizaciones"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5
msgid ""
"In Odoo **Sales**, quotations can be created and sent to customers. Once a "
"quotation has been confirmed, it officially turns into a *sales order*, "
"which can then be invoiced and paid for."
msgstr ""
"La aplicación **Ventas** de Odoo le permite crear cotizaciones y enviárselas"
" a sus clientes. Al confirmarlas, estas se convierten en órdenes de venta "
"que pueden ser facturadas y pagadas."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11
msgid "Quotation settings"
msgstr "Ajustes de la cotización"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13
msgid ""
"To access these setting options, navigate to :menuselection:`Sales app --> "
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations & "
"Orders` section."
msgstr ""
"Para acceder a estos ajustes vaya a :menuselection:`Ventas --> Configuración"
" --> Ajustes` y diríjase a la sección :guilabel:`Cotizaciones y órdenes`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid "The Quotations and Orders section on the Odoo Sales app Settings page."
msgstr ""
"La sección \"Cotizaciones y órdenes\" en la página de ajustes de la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20
msgid ""
":guilabel:`Quotation Templates`: Enable this option to create quotation "
"templates featuring standard product offers, which are then selectable on "
"quotation forms. When this checkbox is ticked, an additional field, "
":guilabel:`Default Template`, appears, along with a link to the "
":guilabel:`Quotation Templates` page."
msgstr ""
":guilabel:`Plantillas de cotización`: Habilite esta opción para crear "
"plantillas que incluyan productos estándar que se pueden seleccionar en los "
"formularios de cotización. Si selecciona esta casilla aparecerá el campo "
"adicional :guilabel:`Plantilla predeterminada` junto con un enlace a la "
"página :guilabel:`Plantillas de cotización`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24
msgid ""
":guilabel:`Online Signature`: Request an online signature to confirm orders."
msgstr ""
":guilabel:`Firma en línea`: Solicite una firma digital para confirmar las "
"órdenes."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25
msgid ""
":guilabel:`Online Payment`: Request an online prepayment from customers to "
"confirm orders. Request a full or partial payment (via down payment). When "
"this checkbox is ticked, an additional field, :guilabel:`Prepayment amount "
"(%)`, appears. There is also a link to the :guilabel:`Payment Providers` "
"page."
msgstr ""
":guilabel:`Pago en línea`: Solicite que los clientes paguen un anticipo (es "
"decir, un pago parcial) en línea para confirmar sus órdenes o solicite el "
"pago completo. Cuando esta casilla está seleccionada aparece el campo "
"adicional, :guilabel:`Importe de pago anticipado (%)` y también incluye un "
"enlace a la página :guilabel:`Proveedores de pago`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29
msgid ""
":guilabel:`Default Quotation Validity`: Determine a set amount (in "
":guilabel:`days`) that quotations can remain valid for."
msgstr ""
":guilabel:`Validez predeterminada de la cotización`: Determine la cantidad "
"fija (en :guilabel:`días`) durante la que las cotizaciones serán válidas. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31
msgid ""
":guilabel:`Default Recurrence`: Select a default period from the drop-down "
"menu to use as a recurrence period for a new quotation."
msgstr ""
":guilabel:`Recurrencia predeterminada`: Seleccione un periodo predeterminado"
" en el menú desplegable para usarlo como el periodo de recurrencia en una "
"nueva cotización."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33
msgid ""
":guilabel:`Sale Warnings`: Get warning messages about orders that include "
"specific products or customers."
msgstr ""
":guilabel:`Advertencias de venta`: Reciba mensajes de advertencia "
"relacionados con las órdenes que incluyen productos o clientes específicos."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35
msgid ""
":guilabel:`PDF Quote builder`: Customize the look of quotations with header "
"pages, product descriptions, footer pages, and more."
msgstr ""
":guilabel:`Creador de cotizaciones en PDF`: Personalice el aspecto de sus "
"cotizaciones e incluya encabezados, descripciones de productos, pies de "
"página y más."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37
msgid ""
":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to "
"confirmed orders."
msgstr ""
":guilabel:`Bloquear órdenes confirmadas`: Asegúrese de que no habrá "
"modificaciones en las órdenes confirmadas. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38
msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers."
msgstr ""
":guilabel:`Factura proforma`: Envíe facturas proforma a sus clientes. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40
msgid ""
"To activate any of these settings, tick the checkbox beside the desired "
"option(s). Then, click :guilabel:`Save`."
msgstr ""
"Para activar estas funciones solo seleccione la casilla que se encuentra "
"junto a la opción correspondiente y luego haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44
msgid "Quotations dashboard"
msgstr "Tablero de cotizaciones"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46
msgid ""
"The *Quotations* dashboard is the page that appears when the "
":menuselection:`Sales app` is opened."
msgstr ""
"La primera página que aparece al abrir la aplicación :menuselection:`Ventas`"
" es el tablero de *cotizaciones*. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48
msgid ""
"By default, the :guilabel:`Quotations` dashboard displays all quotations in "
"the database related to the current user, as indicated by the default "
":guilabel:`My Quotations` filter present in the search bar."
msgstr ""
"De forma predeterminada, el tablero de :guilabel:`cotizaciones` muestra "
"todas las cotizaciones en la base de datos que están relacionadas con el "
"usuario actual tal y como lo indica el filtro :guilabel:`Mis cotizaciones` "
"que se encuentra en la barra de búsqueda."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid "The Quotations dashboard present in the Odoo Sales application."
msgstr "El tablero de cotizaciones en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57
msgid ""
"To view *all* quotations in the database, remove the :guilabel:`My "
"Quotations` filter from the search bar."
msgstr ""
"Elimine el filtro :guilabel:`Mis cotizaciones` de la barra de búsqueda para "
"ver *todas* las cotizaciones de la base de datos. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60
msgid ""
"Quotations on this page appear in a default list view, but can also be "
"viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-"
"calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` "
"table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` "
":guilabel:`Activity` view."
msgstr ""
"Las cotizaciones en esta página aparecen en la vista de lista de forma "
"predeterminada, pero también puede verlas en la vista :icon:`oi-view-kanban`"
" de :guilabel:`kanban`, :icon:`fa-calendar` de :guilabel:`calendario`, "
":icon:`oi-view-pivot` de :guilabel:`tabla dinámica`, :icon:`fa-area-chart` "
"de :guilabel:`gráfico` o de :icon:`fa-clock-o` :guilabel:`actividad`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65
msgid ""
"To view and/or modify any listed quotation from the :guilabel:`Quotations` "
"dashboard, click on the desired quotation line from the list, and Odoo "
"reveals the specific form for that selected quotation."
msgstr ""
"Para ver o modificar cualquier :guilabel:`cotización` que aparezca en este "
"tablero, haga clic en la cotización deseada y Odoo abrirá su formulario. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70
msgid "Create quotation"
msgstr "Crear una cotización"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72
msgid ""
"To create a quotation, open the :menuselection:`Sales app`, and click the "
":guilabel:`New` button, located in the upper-left corner of the main "
":guilabel:`Quotations` dashboard."
msgstr ""
"Para crear una cotización, abra :menuselection:`Ventas` y haga clic en el "
"botón :guilabel:`Nuevo` ubicado en la esquina superior izquierda de la "
"página del tablero principal de :guilabel:`cotizaciones`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76
msgid ""
"The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`"
" dashboard is in list or Kanban view."
msgstr ""
"El botón :guilabel:`Nuevo` **solo** aparece si el tablero de "
":guilabel:`cotizaciones` se encuentra en la vista de lista o de kanban. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79
msgid ""
"Clicking the :guilabel:`New` button reveals a blank quotation form, with "
"various fields and tabs to configure."
msgstr ""
"Al hacer clic en :guilabel:`Nuevo` aparecerá un formulario de cotización "
"vacío con varios campos y pestañas para configurar."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid "A typical quotation form in the Odoo Sales application."
msgstr "Un formulario común de cotización en la aplicación Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86
msgid ""
"Begin by entering the customer's name in the :guilabel:`Customer` field at "
"the top of the form. This is a **required** field."
msgstr ""
"Primero, escriba el nombre del cliente en el campo :guilabel:`Cliente` que "
"se encuentra en la parte superior del formulario. Este campo es "
"**obligatorio**."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89
msgid ""
"If the customer's information is already in the database, the "
":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-"
"populate with the saved information for those respective fields, based on "
"the data from that customer's contact record (found in the **Contacts** "
"application)."
msgstr ""
"Si la información del cliente ya está en la base de datos, los campos "
":guilabel:`Dirección de factura` y :guilabel:`Dirección de entrega` se "
"completan en automático con la información guardada para esos campos en "
"específico con los datos del registro de contacto de ese cliente (ubicado en"
" la aplicación **Contactos**)."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94
msgid ""
"If the customer was referred by another customer or contact, enter their "
"name in the :guilabel:`Referrer` field."
msgstr ""
"Si el cliente fue referido por otro cliente o contacto, escriba su nombre en"
" el campo :guilabel:`Referido`. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97
msgid ""
"If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission "
"Plan` appears, in which a commission can be selected from the drop-down "
"menu. This commission is rewarded to the contact selected in the "
":guilabel:`Referrer` field."
msgstr ""
"El campo :guilabel:`Plan de comisión` aparecerá si selecciona un "
":guilabel:`referido`, allí puede seleccionar una comisión con el menú "
"desplegable y esta se asigna al contacto seleccionado en el campo "
":guilabel:`Referido`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101
msgid ""
"Next, if they have not already been auto-populated with the customer's "
"information, enter the appropriate addresses in the :guilabel:`Invoice "
"Address` and :guilabel:`Delivery Address` fields. Both of these fields are "
"**required**."
msgstr ""
"Si los campos :guilabel:`Dirección de factura` y :guilabel:`Dirección de "
"entrega` no se completaron en automático con la información del cliente, "
"escriba las direcciones correspondientes. Ambos campos son **obligatorios**."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105
msgid ""
"Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down"
" field to apply to this quotation. It should be noted that some additional "
"fields may appear, depending on the template selected."
msgstr ""
"Luego, si lo desea, seleccione una :guilabel:`plantilla de cotización` con "
"el campo desplegable para aplicarla a esta cotización. Es posible que "
"aparezcan otros campos dependiendo de la plantilla que haya elegido."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109
msgid ""
"The default date that appears in the :guilabel:`Expiration` field is based "
"on the number configured in the :ref:`Default Quotation Validity setting "
"<sales/quotation-settings>` (in :menuselection:`Sales app --> Configuration "
"--> Settings`)."
msgstr ""
"La fecha predeterminada que aparece en el campo :guilabel:`Vencimiento` "
"utiliza como referencia el número configurado en la :ref:`validez "
"predeterminada de la cotización <sales/quotation-settings>` (en "
":menuselection:`Ventas --> Configuración --> Ajustes`)."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114
msgid ""
"When using a quotation template, the date in the :guilabel:`Expiration` "
"field is based off the :guilabel:`Quotation Validity` figure on the template"
" form."
msgstr ""
"Al utilizar una plantilla de cotización, la fecha en el campo "
":guilabel:`Vencimiento` toma como referencia el valor de :guilabel:`validez "
"de la cotización` en su respectivo formulario."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117
msgid ""
"If the quotation is for a recurring product or subscription, select the "
"desired :guilabel:`Recurring Plan` from that specific drop-down menu."
msgstr ""
"Si la cotización es para un producto recurrente o una suscripción, "
"seleccione el :guilabel:`plan recurrente` deseado con el menú desplegable."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120
msgid ""
"If desired, select a specific :guilabel:`Pricelist` to be applied to this "
"quotation."
msgstr ""
"Si lo desea, seleccione una :guilabel:`lista de precios` específica para "
"aplicarla a esta cotización."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122
msgid ""
"Lastly, select any specific :guilabel:`Payment Terms` to be used for this "
"quotation."
msgstr ""
"Por último, seleccione los :guilabel:`términos de pago` específicos que se "
"utilizarán en esta cotización."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125
msgid "Order Lines tab"
msgstr "Pestaña de líneas de la orden"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127
msgid ""
"The first tab on the quotation form is the :guilabel:`Order Lines` tab."
msgstr ""
"La primera pestaña del formulario de cotización es :guilabel:`Líneas de la "
"orden`. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129
msgid ""
"In this tab, select products, and quantities of those products, to add them "
"to the quotation."
msgstr ""
"En esta pestaña, seleccione los productos y el número que agregará a la "
"cotización."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131
msgid "There are two ways to add products to the quotation from this tab."
msgstr ""
"Hay dos maneras de agregar productos a la cotización a través de esta "
"pestaña."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133
msgid ""
"Click :guilabel:`Add a product`, select the desired item from the "
":guilabel:`Product` drop-down field, and proceed to adjust the quantity of "
"that selected product, if necessary."
msgstr ""
"Haga clic en :guilabel:`Agregar un producto`, seleccione el artículo deseado"
" en el campo desplegable :guilabel:`Producto` y, si es necesario, modifique "
"la cantidad."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136
msgid ""
"Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every "
"item (and every potential product variant) in an organized catalog display, "
"with items organizable by :guilabel:`Product Category` and "
":guilabel:`Attributes`."
msgstr ""
"O haga clic en :guilabel:`Catálogo` para abrir otra página que muestra todos"
" los artículos (y sus posibles variables) en un catálogo organizado por "
":guilabel:`categoría de producto` y :guilabel:`atributos`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"A product catalog accessible via a quotation in the Odoo Sales application."
msgstr ""
"Un catálogo de productos accesible a través de una cotización en la "
"aplicación Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144
msgid ""
"From here, simply locate the desired items, click the :icon:`fa-shopping-"
"cart` :guilabel:`Add` button on the product card, and adjust the quantity, "
"if needed. When complete, click the :guilabel:`Back to Quotation` button in "
"the upper-left corner to return to the quotation, where the newly-selected "
"catalog items can be found in the :guilabel:`Order Lines` tab."
msgstr ""
"Una vez aquí, busque los artículos deseados, haga clic en el botón "
":icon:`fa-shopping-cart` :guilabel:`Agregar` en la tarjeta del producto y "
"ajuste la cantidad, si es necesario. Cuando haya terminado, haga clic en el "
"botón :guilabel:`Volver a la cotización` ubicado en la esquina superior "
"izquierda , podrá encontrar los nuevos artículos del catálogo en la pestaña "
":guilabel:`Líneas de la orden`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149
msgid ""
"If multiple items should be presented in a more organized way on the "
"quotation, click :guilabel:`Add a section`, enter a name for the section, "
"and drag-and-drop that section heading in the desired location amongst the "
"items in the :guilabel:`Order Lines` tab. The section heading appears in "
"bold."
msgstr ""
"Si es necesario mostrar varios artículos de manera más organizada en la "
"cotización haga clic en :guilabel:`Agregar una sección`, escriba el nombre "
"de la sección y arrastre y suelte el encabezado de la sección en la "
"ubicación deseada entre los artículos en la pestaña :guilabel:`Líneas de la "
"orden`. El encabezado de la sección aparecerá en negritas."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153
msgid ""
"If needed, click :guilabel:`Add a note` beneath a certain product line to "
"add a custom note about that specific product. The note appears in italics. "
"Then, if needed, proceed to drag-and-drop the note beneath the desired "
"product line."
msgstr ""
"Además, también puede hacer clic en el botón :guilabel:`Agregar una nota` "
"que se encuentra abajo de la línea de un producto determinado para incluir "
"una nota personalizada sobre ese producto en específico, esta aparecerá en "
"cursiva. Luego, si es necesario, arrástrela abajo de la línea de producto "
"correspondiente."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157
msgid ""
"Beneath the product lines, there are buttons that can be clicked to apply "
"any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, "
":guilabel:`Discount`, and/or :guilabel:`Add shipping`."
msgstr ""
"Abajo de las líneas de productos hay algunos botones en los que puede hacer "
"clic para aplicar un :guilabel:`código de cupón`, :guilabel:`promociones`, "
":guilabel:`descuento` o :guilabel:`agregar envío`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162
msgid ":doc:`../products_prices/ewallets_giftcards`"
msgstr ":doc:`../products_prices/ewallets_giftcards`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163
msgid ":doc:`../products_prices/loyalty_discount`"
msgstr ":doc:`../products_prices/loyalty_discount`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164
msgid ":doc:`../products_prices/prices/pricing`"
msgstr ":doc:`../products_prices/prices/pricing`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160
msgid "Optional Products tab"
msgstr "Pestaña de productos opcionales"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169
msgid ""
"Open the :guilabel:`Optional Products` tab to select related products that "
"can be presented to the customer, which may result in an increased sale."
msgstr ""
"Abra la pestaña :guilabel:`Productos opcionales` para seleccionar los "
"productos relacionados. Estos los verá el cliente y podrían ocasionar un "
"incremento en sus ventas."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172
msgid ""
"For example, if the customer wants to buy a car, an optional product that "
"could be offered is a *Trailer Hitch*."
msgstr ""
"Por ejemplo, si el cliente quiere comprar un automóvil, el producto opcional"
" que podría ofrecer es un *enganche de remolque*."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176
msgid ":doc:`optional_products`"
msgstr ":doc:`optional_products`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179
msgid "Other Info tab"
msgstr "Pestaña de Otra información"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181
msgid ""
"In the :guilabel:`Other Info` tab, there are various quotation-related "
"configurations separated into four different sections: :guilabel:`Sales`, "
":guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`."
msgstr ""
"En la pestaña :guilabel:`Otra información` hay varios ajustes relacionados "
"con las cotizaciones y están separados en cuatro secciones distintas: "
":guilabel:`Ventas`, :guilabel:`Entrega`, :guilabel:`Facturación` y "
":guilabel:`Seguimiento`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186
msgid ""
"Some fields **only** appear if specific settings and options have been "
"configured."
msgstr ""
"Algunos campos **solo** aparecen si seleccionó ajustes y opciones "
"específicas."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189
msgid "Sales section"
msgstr "Sección de ventas"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191
msgid ""
"In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there "
"are sales specific fields that can be configured."
msgstr ""
"La sección :guilabel:`Ventas` de la pestaña :guilabel:`Otra información` "
"incluye campos específicos que se pueden configurar y están relacionados con"
" las ventas."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Sales section of the Other Info tab of a quotation form in Odoo Sales."
msgstr ""
"La sección Ventas de la pestaña Otra información de un formulario de "
"cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198
msgid ""
":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be "
"associated with this quotation. The user who originally created the "
"quotation is selected in this field, by default."
msgstr ""
":guilabel:`Vendedor`: Asigne a un vendedor con el menú desplegable para "
"vincularlo a esta cotización. El usuario que creó la cotización está "
"seleccionado en este campo de forma predeterminada. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200
msgid ""
":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If "
"the selected :guilabel:`Salesperson` is a member of a sales team, that team "
"is auto-populated in the field."
msgstr ""
":guilabel:`Equipo de ventas`: Asigne un equipo de ventas específico a esta "
"cotización. Si el :guilabel:`vendedor` seleccionado pertenece a un equipo de"
" ventas, ese equipo completará el campo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202
msgid ""
":guilabel:`Company`: Select a company from the drop-down menu this quotation"
" should be associated with. This field only appears when working in a multi-"
"company environment."
msgstr ""
":guilabel:`Empresa`: Seleccione la empresa con la que debe asociarse esta "
"cotización con el menú desplegable. Este campo solo aparece en el entorno "
"multiempresa. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204
msgid ""
":guilabel:`Online signature`: Tick this checkbox to request an online "
"signature from the customer to confirm the order. This field only appears if"
" the *Online Signature* setting has been enabled."
msgstr ""
":guilabel:`Firma en línea`: Seleccione esta casilla para solicitarle al "
"cliente que firme en línea para confirmar su orden. Este campo solo aparece "
"si la función *Firma en línea* está habilitada."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206
msgid ""
":guilabel:`Online payment`: Tick this checkbox, and enter a desired "
"percentage in the adjacent field, to request an online payment from the "
"customer (for that designated percentage of the total amount) to confirm the"
" order. This field only appears if the *Online Payment* setting has been "
"enabled."
msgstr ""
":guilabel:`Pago en línea`: Seleccione esta casilla y escriba el porcentaje "
"deseado en el campo correspondiente para solicitarle al cliente que pague en"
" línea (solo el porcentaje especificado) para confirmar su orden. Este campo"
" solo aparece si la función *Pago en línea* está habilitada."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210
msgid ""
":guilabel:`Customer Reference`: Enter a custom reference ID for this "
"customer. The entered reference ID can contain letters, numbers, or a mix of"
" both."
msgstr ""
":guilabel:`Referencia del cliente`: Proporcione un ID de referencia "
"personalizado para este cliente, puede incluir letras, números o una "
"combinación de ambos."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212
msgid ""
":guilabel:`Tags`: Add specific tags to the quotation for added organization "
"and enhanced searchability in the Odoo **Sales** application. Multiple tags "
"can be added, if necessary."
msgstr ""
":guilabel:`Etiquetas`: Agregue etiquetas específicas a la cotización para "
"tener mejor organización y aumentar la capacidad de búsqueda en la "
"aplicación **Ventas** de Odoo. Puede agregar varias en caso de que sea "
"necesario."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216
msgid "Delivery section"
msgstr "Sección de entrega"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218
msgid ""
"In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there"
" are delivery-specific fields that can be configured."
msgstr ""
"La sección :guilabel:`Entrega` de la pestaña :guilabel:`Otra información` "
"incluye campos específicos que se pueden configurar y están relacionados con"
" las entregas."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Delivery section of the Other Info tab of a quotation form in Odoo "
"Sales."
msgstr ""
"La sección Entrega de la pestaña Otra información de un formulario de "
"cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225
msgid ""
":guilabel:`Shipping Weight`: Displays the weight of the items being shipped."
" This field is not modifiable. Product weight is configured on individual "
"product forms."
msgstr ""
":guilabel:`Peso de envío`: Muestra el peso de los artículos a enviar. Este "
"campo no se puede modificar y el peso del producto está configurado en su "
"respectivo formulario."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227
msgid ""
":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to "
"use as predefined commerical terms for international transactions."
msgstr ""
":guilabel:`Incoterm`: Seleccione un Incoterm (Término de comercio "
"internacional) para utilizarlo como términos comerciales predefinidos para "
"las transacciones internacionales."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229
msgid ""
":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the "
"international location in this field."
msgstr ""
":guilabel:`Ubicación del Incoterm`: Si utiliza un Incoterm, en este campo "
"deberá agregar la ubicación internacional."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231
msgid ""
":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-"
"down menu. If all products are delivered at once, the delivery order is "
"scheduled, based on the greatest product lead time. Otherwise, it is based "
"on the shortest lead time. The available options are: :guilabel:`As soon as "
"possible` or :guilabel:`When all products are ready`."
msgstr ""
":guilabel:`Política de entrega`: Seleccione la política de entrega deseada "
"del menú desplegable. La orden de envío se programa con el plazo de entrega "
"más largo que tenga un producto si entregará todos los productos a la vez; "
"de lo contrario, se basa en el plazo más corto. Las opciones disponibles son"
" :guilabel:`Lo antes posible` y :guilabel:`Cuando todos los productos estén "
"listos`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235
msgid ""
":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar "
"popover, from which a customer delivery date can be selected. If no custom "
"date is required, refer to the :guilabel:`Expected` date listed to the right"
" of that field."
msgstr ""
":guilabel:`Fecha de entrega`: Haga clic en el campo vacío para abrir el "
"calendario emergente en el que podrá seleccionar una fecha de entrega para "
"el cliente. Si no es necesario proporcionar una fecha personalizada, "
"consulte la fecha :guilabel:`esperada` que aparece a la derecha de ese "
"campo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240
msgid "Invoicing section"
msgstr "Sección de facturación"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242
msgid ""
"In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, "
"there are invoicing specific fields that can be configured."
msgstr ""
"La sección :guilabel:`Facturación` de la pestaña :guilabel:`Otra "
"información` incluye campos específicos que se pueden configurar y están "
"relacionados con la facturación. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Invoicing section of the Other Info tab of a quotation form in Odoo "
"Sales."
msgstr ""
"La sección Facturación de la pestaña Otra información de un formulario de "
"cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249
msgid ""
":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt "
"taxes and accounts for particular customers or sales orders/invoices. The "
"default value comes from the customer. If a selection is made in this field,"
" an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon "
"appear. When clicked, the taxes for this partiuclar customer and quotation "
"are updated. A confirmation window appears, as well."
msgstr ""
":guilabel:`Posición fiscal`: Seleccione una posición fiscal para adaptar los"
" impuestos y cuentas para clientes u órdenes de venta y facturas "
"específicas. El valor predeterminado proviene del cliente. Si elige una "
"opción en este campo aparece un enlace y el icono :icon:`fa-refresh` "
":guilabel:`Actualizar impuestos` en los que puede hacer clic. Al hacerlo, se"
" actualizan los impuestos para este cliente en particular y para la "
"cotización y también aparece una ventana de confirmación."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254
msgid ""
":guilabel:`Analytic Account`: Select an analytic account to apply to this "
"customer/quotation."
msgstr ""
":guilabel:`Cuenta analítica`: Seleccione la cuenta analítica a aplicar a "
"este cliente o cotización."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257
msgid "Tracking section"
msgstr "Sección de seguimiento"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259
msgid ""
"In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there"
" are tracking specific fields that can be configured."
msgstr ""
"La sección :guilabel:`Seguimiento` de la pestaña :guilabel:`Otra "
"información` incluye campos específicos que se pueden configurar y están "
"relacionados con el seguimiento. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1
msgid ""
"The Tracking section of the Other Info tab of a quotation form in Odoo "
"Sales."
msgstr ""
"La sección Seguimiento de la pestaña Otra información de un formulario de "
"cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266
msgid ""
":guilabel:`Source Document`: Enter the reference of the document that "
"generated the quotation/sales order, if applicable."
msgstr ""
":guilabel:`Documento origen`: Ingrese la referencia del documento que generó"
" la cotización u orden de venta solo si aplica."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268
msgid ""
":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** "
"app) related to this quotation, if applicable."
msgstr ""
":guilabel:`Oportunidad`: Seleccione la oportunidad específica (de **CRM**) "
"relacionada a esta cotización en caso de que haya una. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270
msgid ""
":guilabel:`Campaign`: Select the marketing campaign related to this "
"quotation, if applicable."
msgstr ""
":guilabel:`Campaña`: Seleccione la campaña de marketing relacionada a esta "
"cotización en caso de que haya una. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271
msgid ""
":guilabel:`Medium`: Select the method by which this quotation originated "
"(e.g. *Email*), if applicable."
msgstr ""
":guilabel:`Medio`: Seleccione el método con el que se generó esta cotización"
" (por ejemplo, *correo electrónico*) en caso de que haya uno."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273
msgid ""
":guilabel:`Source`: Select the source of the link used to generate this "
"quotation (e.g. *Facebook*), if applicable."
msgstr ""
":guilabel:`Fuente`: Seleccione la fuente del enlace utilizado para generar "
"esta cotización (por ejemplo, *Facebook*) en caso de que haya uno."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277
msgid ":doc:`../../../websites/website/reporting/link_tracker`"
msgstr ":doc:`../../../websites/website/reporting/link_tracker`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280
msgid "Notes tab"
msgstr "Pestaña de notas"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282
msgid ""
"In the :guilabel:`Notes` tab of the quotation form, enter any specific "
"internal notes about the quotation and/or customer, if desired."
msgstr ""
"Escriba las notas internas específicas relacionadas con la cotización o el "
"cliente en la pestaña :guilabel:`Notas` del formulario de cotización en caso"
" de que sean necesarias. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286
msgid "Sending and confirming quotations"
msgstr "Enviar y confirmar cotizaciones"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288
msgid ""
"Once all the necessary fields and tabs have been configured, it is time to "
"send the quotation to the customer for confirmation. Upon confirmation, the "
"quotation turns into an official sales order."
msgstr ""
"Una vez que haya configurado todos los campos necesarios y las pestañas "
"deberá enviarle la cotización al cliente para que la confirme. Una vez "
"confirmada, esta se convierte en una orden de venta."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291
msgid "At the top of the form, there is a series of buttons:"
msgstr "En la parte superior del formulario hay varios botones:"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293
msgid ""
":guilabel:`Send by Email`: When clicked, a pop-up window appears with the "
"customer's name and email address in the :guilabel:`Recipients` field, the "
"quotation (and reference ID) in the :guilabel:`Subject` field, and a brief "
"default message in the body of the email, which can be modified, if needed."
msgstr ""
":guilabel:`Enviar por correo electrónico`: Al hacer clic aparece una ventana"
" emergente con el nombre y la dirección de correo electrónico del cliente en"
" el campo :guilabel:`Destinatarios`, la cotización (y el ID de referencia) "
"en el campo :guilabel:`Asunto` y un breve mensaje predeterminado en el "
"cuerpo del correo electrónico, puede modificarlo en caso de que sea "
"necesario."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306
msgid ""
"Below that, a PDF copy of the quotation is attached. When ready, click "
":guilabel:`Send` to send the quotation, via email, to the customer, so they "
"can review and confirm it."
msgstr ""
"Se adjunta una copia en PDF de la cotización. Cuando haya terminado haga "
"clic en :guilabel:`Enviar` para enviar la cotización por correo electrónico "
"al cliente para que la revise y la confirme."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300
msgid ""
":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the "
"*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window "
"appears with the customer's name and email address in the "
":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in "
"the :guilabel:`Subject` field, and a brief default message in the body of "
"the email, which can be modified, if needed."
msgstr ""
":guilabel:`Enviar factura proforma`: Este botón **solo** aparece si la "
"función *Factura proforma* está habilitada. Al hacer clic, aparece una "
"ventana emergente con el nombre y la dirección de correo electrónico del "
"cliente en el campo :guilabel:`Destinatarios`, la factura *proforma* (y el "
"ID de referencia) en el campo :guilabel:`Asunto` y un breve mensaje "
"predeterminado en el cuerpo del correo, puede modificar este último en caso "
"de que sea necesario. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308
msgid ""
":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the "
"status changes to :guilabel:`Sales Order`."
msgstr ""
":guilabel:`Confirmar`: Al hacer clic, la cotización queda confirmada y el "
"estado cambia a :guilabel:`Orden de venta`."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310
msgid ""
":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation "
"the customer sees when they log into their customer portal. Click the "
":icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the "
"preview page, in the blue banner, to return to the quotation form."
msgstr ""
":guilabel:`Vista previa`: Al hacer clic, Odoo muestra una vista previa de la"
" cotización que el cliente ve al iniciar sesión en su portal. Haga clic en "
"el enlace :icon:`fa-arrow-right` :guilabel:`Volver al modo de edición` que "
"se encuentra en el recuadro azul de la parte superior de la página de vista "
"previa para regresar al formulario de cotización."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313
msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled."
msgstr ":guilabel:`Cancelar`: Al hacer clic la cotización se cancela. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316
msgid ""
"If the *Lock Confirmed Sales* setting is enabled, the sales order becomes "
":guilabel:`Locked`, and is indicated as such on the sales order form."
msgstr ""
"Si la función *Bloquear ventas confirmadas* está habilitada, la orden de "
"venta se :guilabel:`bloquea` y esto aparece en su formulario. "
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319
msgid ""
"At this point, the quotation has been confirmed, turned into a sales order, "
"and is now ready to be invoiced and paid for."
msgstr ""
"Para este momento, la cotización ya fue confirmada, se convirtió en una "
"orden de venta y está lista para ser facturada y pagada."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322
msgid ""
"For more information about invoicing, refer to the :doc:`Invoice based on "
"delivered or ordered quantities <../invoicing/invoicing_policy>`"
msgstr ""
"Consulte :doc:`Facturar por cantidades entregadas u ordenadas "
"<../invoicing/invoicing_policy>` para obtener más información sobre la "
"facturación."
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99
msgid ":doc:`quote_template`"
msgstr ":doc:`quote_template`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327
msgid ":doc:`deadline`"
msgstr ":doc:`deadline`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:282
msgid ":doc:`get_signature_to_validate`"
msgstr ":doc:`get_signature_to_validate`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:283
msgid ":doc:`get_paid_to_validate`"
msgstr ":doc:`get_paid_to_validate`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:330
msgid ":doc:`pdf_quote_builder`"
msgstr ":doc:`pdf_quote_builder`"
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:331
msgid ":doc:`../invoicing/proforma`"
msgstr ":doc:`../invoicing/proforma`"
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
msgid "Quotation deadlines"
msgstr "Fecha límite de las cotizaciones "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
msgid ""
"In the Odoo *Sales* application, it is possible to set deadlines on sales "
"quotations. Doing so encourages customers to act quickly during sales "
"negotiations, for they might fear for missing out on a good deal. As well, "
"deadlines also can also act as protection for a company in case an order has"
" to be fulfilled at a price that is no longer profitable for the business."
msgstr ""
"En la aplicación *Ventas*, es posible establecer fechas límite en las "
"cotizaciones de ventas. De esta forma, motiva a sus clientes a actuar rápido"
" durante las negociaciones de ventas, pues temerán perderse una buena "
"oferta. Las fechas límite también pueden fungir como protección para la "
"empresa en caso de que una orden se haya completado a un precio que ya no "
"resulta rentable para el negocio. "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
msgid "Quotation expiration"
msgstr "Vencimiento de la cotización"
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
msgid ""
"In Odoo *Sales*, there's the option to add an expiration date to a "
"quotation."
msgstr ""
"En la aplicación *Ventas* de Odoo está disponible la opción para agregar una"
" fecha de vencimiento a una cotización."
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:15
msgid ""
"To add an expiration date to a quotation, navigate to :menuselection:`Sales "
"app`, and select a desired quotation, or create a new one by clicking "
":guilabel:`New`."
msgstr ""
"Para agregar una fecha de vencimiento a una cotización, vaya a "
":menuselection:`la aplicación Ventas` y seleccione la cotización que desee o"
" cree una nueva con el botón :guilabel:`Crear`. "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:18
msgid ""
"On the quotation form, click the :guilabel:`Expiration` field to reveal a "
"pop-up calendar. From this pop-up calendar, select the desired month and "
"date as the expiration date for the quotation."
msgstr ""
"En el formulario de la cotización, haga clic en el campo "
":guilabel:`Vencimiento` para abrir una ventana emergente de un calendario. "
"Desde ahí, seleccione la fecha de vencimiento que desee para la cotización."
" "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
msgid "The expiration field on a standard quotation form in Odoo Sales."
msgstr ""
"El campo de vencimiento en una cotización estándar en Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:26
msgid ""
"By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly "
"displays when that specific offer expires."
msgstr ""
"Si hace clic en el botón :guilabel:`Vista previa` en la cotización, Odoo "
"mostrará de manera clara cuándo vence esa orden en específico. "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
msgid "How customers will see deadlines on Odoo Sales."
msgstr "Cómo verán los clientes las fechas de vencimiento en Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
msgid "Quotation template expiration"
msgstr "Vencimiento en las plantillas de cotización"
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:36
msgid ""
"The Odoo *Sales* application also makes it possible to add a deadline "
"expiration date to quotation templates."
msgstr ""
"La aplicación *Ventas* de Odoo le permite agregar una fecha límite de "
"vencimiento a las plantillas de cotización."
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:39
msgid ""
"To add a deadline expiration date to a quotation template, navigate to "
":menuselection:`Sales app --> Configuration --> Quotation Templates`, and "
"either select the desired quotation template to which a deadline should be "
"added, or click :guilabel:`New` to build a new quotation template from "
"scratch."
msgstr ""
"Para agregar una fecha de vencimiento a una plantilla de cotización, vaya a "
"la :menuselection:`aplicación Ventas --> Configuración --> Plantillas de "
"cotización` y seleccione la plantilla a la cual desea agregarle una fecha de"
" vencimiento, o haga clic en :guilabel:`Crear` y diseñe una nueva desde "
"cero. "
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:43
msgid ""
"On the quotation template form, add a specific number of days to the "
":guilabel:`Quotation expires after` field, located beneath the quotation "
"template name. The number of days represents how long the quotation will be "
"valid for, before it expires."
msgstr ""
"En el formulario de la plantilla de la cotización, añada un número "
"específico de días en el campo :guilabel:`La cotización vence después de` "
"ubicado debajo del nombre de la cotización. Este número representa por "
"cuánto tiempo será válida la cotización, antes de que venza."
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
msgid ""
"The quotation expires after field on a quotation template form in Odoo "
"Sales."
msgstr ""
"El campo la cotización vence después de en el formulario de una plantilla de"
" cotización en Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:51
msgid ""
"Then, whenever that specific quotation template is used in a quote, an "
"expiration date is automatically calculated, based on the number of days "
"designated above. However, this date can be overwritten before sending the "
"quotation to the customer."
msgstr ""
"Luego, cuando use esa plantilla en específico en una cotización, se calcula "
"de manera automática una fecha de vencimiento según el número de días "
"asignados previamente. Aunque puede editar esa fecha antes de enviarle la "
"cotización al cliente."
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:56
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:230
msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`"
msgstr ":doc:`/applications/sales/sales/send_quotations/quote_template`"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
msgid "Deliveries and invoices to different addresses"
msgstr "Entregas y facturas en diferentes direcciones"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
msgid ""
"People and businesses often use separate addresses for billing (invoicing) "
"and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can "
"have different specified addresses for delivery and invoicing."
msgstr ""
"Las personas físicas y morales a menudo usan direcciones separadas para "
"facturar y para los envíos. Con la aplicación *Ventas* de Odoo, los "
"contactos pueden tener direcciones específicas para los envíos y para la "
"facturación. "
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
msgid ""
"To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales "
"app --> Configuration --> Settings` and scroll down to the "
":guilabel:`Quotations & Orders` heading. Then, check the box next to "
":guilabel:`Customer Addresses`, and click :guilabel:`Save`."
msgstr ""
"Para utilizar correctamente varias direcciones en Odoo, vaya a la aplicación"
" :menuselection:`Ventas --> Configuración --> Ajustes` y desplácese hacia "
"abajo hasta el encabezado :guilabel:`Cotización y órdenes`. A continuación, "
"marque la casilla junto a :guilabel:`Direcciones de clientes`, y haga clic "
"en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Activate the Customer Addresses setting."
msgstr "Active la función Direcciones de clientes"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
msgid "Contact form configuration"
msgstr "Configuración del formulario del contacto"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:25
msgid ""
"To add multiple addresses to a contact, go to :menuselection:`Sales app --> "
"Orders --> Customers`, and clear any default filters from the search bar. "
"Then, click on the desired customer to open their contact form."
msgstr ""
"Para añadir varias direcciones a un contacto, vaya a la aplicación "
":menuselection:`Ventas --> Órdenes --> Clientes`, y borre cualquier filtro "
"predeterminado de la barra de búsqueda. Después haga clic en el cliente "
"deseado para abrir su formulario de contacto."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30
msgid "Contact forms can be accessed in the *Contacts* application, as well."
msgstr ""
"También puede acceder al formulario del contacto desde la aplicación "
"*Contactos*."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32
msgid ""
"From the contact form, click :guilabel:`Edit`, and then select "
":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`"
" tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which "
"additional addresses can be configured."
msgstr ""
"En el formulario de contacto, haga clic en :guilabel:`Editar` y, a "
"continuación, seleccione :guilabel:`Añadir`, ubicado en la pestaña "
":guilabel:`Contactos y direcciones`. Al hacerlo, aparecerá el formulario "
"emergente :guilabel:`Crear contacto`, en el que podrá establecer direcciones"
" adicionales."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Add a contact/address to the contact form."
msgstr "Agregar contacto/dirección al formulario de contacto."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40
msgid ""
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
" :guilabel:`Other Address` field to reveal a drop-down menu of address-"
"related options."
msgstr ""
"En el formulario emergente :guilabel:`Crear contacto`, haga clic en el campo"
" predeterminado :guilabel:`Otra dirección` para ver el menú desplegable con "
"opciones relacionadas a las direcciones."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43
msgid "Select any of the following options:"
msgstr "Seleccione una de las siguientes opciones:"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45
msgid ""
":guilabel:`Contact`: adds another contact to the existing contact form."
msgstr ""
":guilabel:`Contacto`: añade otro contacto al formulario existente del "
"contacto."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46
msgid ""
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
" contact form."
msgstr ""
":guilabel:`Dirección de factura`: añade una dirección de factura específica "
"al formulario existente de contacto."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47
msgid ""
":guilabel:`Delivery Address`: adds a specific delivery address to the "
"existing contact form."
msgstr ""
":guilabel:`Dirección de entrega`: añade una dirección de entrega específica "
"al formulario existente de contacto."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:48
msgid ""
":guilabel:`Other Address`: adds an alternate address to the existing contact"
" form."
msgstr ""
":guilabel:`Otra dirección`: añade una dirección de entrega alterna al "
"formulario existente de contacto."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49
msgid ""
":guilabel:`Private Address`: adds a private address to the existing contact "
"form."
msgstr ""
":guilabel:`Dirección privada`: añade una dirección privada al formulario de "
"contacto existente."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:51
msgid ""
"Once an option is selected, proceed to enter the corresponding contact "
"information that should be used for the specified address type."
msgstr ""
"Una vez que seleccione una opción deberá introducir la información de "
"contacto correspondiente que debe utilizarse para el tipo de dirección "
"específica."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Create a new contact/address on a contact form."
msgstr "Cree un nuevo contacto/dirección en el formulario de contacto. "
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:58
msgid ""
"Then, click :guilabel:`Save & Close` to save the address and close the "
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
"the address and immediately input another one."
msgstr ""
"A continuación, haga clic en :guilabel:`Guardar y cerrar` para guardar la "
"dirección y cerrar la ventana :guilabel:`Crear contacto`. O haga clic en "
":guilabel:`Guardar y nuevo` para guardar la dirección e introducir una nueva"
" inmediatamente."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62
msgid "Address added to quotations"
msgstr "Dirección añadida a la cotización"
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:64
msgid ""
"When a customer is added to a quotation, the :guilabel:`Invoice Address` and"
" :guilabel:`Delivery Address` fields autopopulate with the corresponding "
"addresses specified on the customer's contact form."
msgstr ""
"Cuando añada un cliente a una cotización, los campos :guilabel:`Dirección de"
" factura` y :guilabel:`Dirección de entrega` se completarán de manera "
"automática con las direcciones correspondientes especificadas en el "
"formulario de contacto del cliente."
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
msgid "Invoice and Delivery Addresses autopopulate on a quotation."
msgstr ""
"Las direcciones de facturación y de envío se completan automáticamente en "
"una cotización. "
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:72
msgid ""
"The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be"
" edited directly from the quotation by clicking the :guilabel:`Edit` button,"
" and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons "
"next to each address line."
msgstr ""
"La :guilabel:`Dirección de facturación` y la :guilabel:`Dirección de envío` "
"también se pueden editar directamente desde la cotización al hacer clic en "
"el botón de :guilabel:`Editar` y después en los botones de enlaces internos "
":guilabel:`➡️ (right arrow)` que se encuentran junto a cada línea de "
"dirección. "
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:76
msgid ""
"These addresses can be updated at any time to ensure accurate invoicing and "
"delivery."
msgstr ""
"Estas direcciones se pueden actualizar en cualquier momento para asegurar "
"una facturación y un envío adecuados. "
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:79
msgid ""
"If any changes are made on a form in Odoo, include *Contacts* forms, "
"remember to click :guilabel:`Save` to save the changes to the database."
msgstr ""
"Si realiza algún cambio en un formulario en Odoo, incluidos los formularios "
"de *contacto*, recuerde hacer clic en :guilabel:`Guardar` para guardar los "
"cambios en la base de datos."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
msgid "Online payment order confirmation"
msgstr "Confirmación de orden de pago en línea"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
msgid ""
"The Odoo *Sales* application provides customers with the ability to confirm "
"orders, via an online payment, directly on a sales order. Once the sales "
"order is electronically paid for by the customer, the salesperson attached "
"to the sales order is instantly notified that the order is confirmed."
msgstr ""
"La aplicación **Ventas** de Odoo permite que los clientes confirmen sus "
"órdenes mediante un pago en línea desde la orden de venta. Una vez que el "
"cliente paga de manera electrónica la orden de venta, el vendedor asignado a"
" la orden recibe una notificación al instante sobre la confirmación de esa "
"orden."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10
msgid "Activate online payments"
msgstr "Activar los pagos en línea"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
msgid ""
"In order to have customers confirm orders with an online payment, the "
"*Online Payment* setting **must** be activated."
msgstr ""
"La función *Pago en línea* **debe** estar habilitada para que los clientes "
"puedan confirmar sus órdenes con un pago en línea."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15
msgid ""
"To activate the *Online Payment* feature, go to :menuselection:`Sales app "
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
"Orders` heading, check the box next to the :guilabel:`Online Payment` "
"feature, and click :guilabel:`Save`."
msgstr ""
"Para activar la función de *pago en línea*, vaya a :menuselection:`Ventas "
"--> Configuración --> Ajustes`, diríjase a la sección "
":guilabel:`Cotizaciones y órdenes`, marque la casilla junto a la función "
":guilabel:`Pago en línea` y haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The online payment setting in the Odoo Sales application."
msgstr "Los ajustes de pago en línea en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23
msgid ""
"Beneath the :guilabel:`Online Payment` option on the *Sales* "
":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` "
"field. In this field, there's the option to add a specific number of days "
"for quotations to remain valid by default."
msgstr ""
"Debajo de la opción :guilabel:`Pago en línea` en la página de "
":guilabel:`ajustes` de *Ventas* se encuentra el campo :guilabel:`Validez de "
"cotización predeterminada`. En este campo le proporciona la opción de "
"agregar un número específico de días para que las cotizaciones sean válidas "
"durante ese tiempo de forma predeterminada."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27
msgid ""
"To enable this feature on a standard quotation, click the checkbox for the "
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
"confirmation` field, on the :guilabel:`Other Info` tab."
msgstr ""
"Para habilitar esta función en una cotización estándar, marque la casilla de"
" la opción :guilabel:`Pago`. Está ubicada en el campo "
":guilabel:`Confirmación en línea` dentro de la pestaña :guilabel:`Otra "
"información`."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The online payment setting on a standard quotation in Odoo Sales."
msgstr ""
"Los ajustes de pago en línea de una cotización estándar en la aplicación "
"Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
msgid ""
"To enable this feature on a quotation template, click the checkbox for the "
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
"confirmation` field of the quotation template form."
msgstr ""
"Para habilitar esta función en la plantilla de una cotización, marque la "
"casilla de la opción :guilabel:`Pago`. Está ubicada en el campo "
":guilabel:`Confirmación en línea` dentro del formulario de la plantilla de "
"la cotización."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The online payment setting on quotation template forms in Odoo Sales."
msgstr ""
"Los ajustes de pago en línea de los formularios de plantilla de la "
"cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43
#: ../../content/applications/sales/subscriptions/payment_providers.rst:5
msgid "Payment providers"
msgstr "Proveedores de pago"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45
msgid ""
"After activating the :guilabel:`Online Payment` feature, a link to configure"
" :guilabel:`Payment Providers` appears beneath it."
msgstr ""
"Aparece un enlace para configurar los :guilabel:`proveedores de pago` "
"después de activar la función :guilabel:`Pago en línea`."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48
msgid ""
"Clicking that link reveals a separate :guilabel:`Payment Providers` page, in"
" which a large variety of payment providers can be enabled, customized, and "
"published."
msgstr ""
"La página de :guilabel:`Proveedores de pago` se abre tras hacer clic en ese "
"enlace. Allí puede habilitar, personalizar y publicar una gran cantidad de "
"proveedores de pago."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "Payment providers page in Odoo Sales."
msgstr "La página de proveedores de pago en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91
msgid ":doc:`../../../finance/payment_providers`"
msgstr ":doc:`../../../finance/payment_providers`"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59
msgid "Register a payment"
msgstr "Registrar un pago"
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61
msgid ""
"After opening quotations in their customer portal, customers can click "
":guilabel:`Accept \\& Pay` to confirm their order with an online payment."
msgstr ""
"Luego de abrir las cotizaciones en su portal de clientes, los clientes "
"pueden hacer clic en :guilabel:`Aceptar y pagar` para confirmar su orden con"
" un pago en línea."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid "The accept and pay button on an online quotation in Odoo Sales."
msgstr ""
"El botón Aceptar y pagar en una cotización en línea en la aplicación Ventas "
"de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68
msgid ""
"After clicking :guilabel:`Accept \\& Pay`, customers are presented with "
":guilabel:`Validate Order` pop-up window containing different options for "
"them to make online payments, in the :guilabel:`Pay with` section."
msgstr ""
"Después de que los clientes hacen clic en :guilabel:`Aceptar y pagar` "
"aparece la ventana emergente :guilabel:`Validar orden`. Dentro hay distintas"
" opciones para realizar pagos en línea en la sección :guilabel:`Pagar con`."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid ""
"How to register a payment on a validate order pop-up window in Odoo Sales."
msgstr ""
"Cómo registrar un pago en una ventana emergente para validar órdenes en la "
"aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77
msgid ""
"Odoo will **only** offer payment options on the :guilabel:`Validate Order` "
"pop-up window that have been published and configured on the "
":guilabel:`Payment Providers` page."
msgstr ""
"Odoo **solo** mostrará, dentro de la ventana emergente :guilabel:`Validar "
"orden`, las opciones de pago que haya publicado y configurado en la página "
"de :guilabel:`proveedores de pago`."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80
msgid ""
"Once the customer selects their desired method of payment, they will click "
"the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo "
"instantly notifies the assigned salesperson upon order confirmation with an "
"online payment."
msgstr ""
"Una vez que el cliente elija un método de pago deberá hacer clic en el botón"
" :guilabel:`Pagar` de la ventana emergente para confirmar la orden. Odoo "
"notificará de forma instantánea al vendedor asignado una vez que se pague y "
"confirme la orden en línea."
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
msgid ""
"Sample of notification that appears in the chatter when an online payment is"
" made."
msgstr ""
"Un ejemplo de la notificación que aparece en el chatter al realizar un pago "
"en línea."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
msgid "Online signatures for order confirmations"
msgstr "Firmar en línea para confirmar órdenes"
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
msgid ""
"The Odoo *Sales* application provides customers with the ability to confirm "
"orders, via an online signature, directly on the sales order. Once the sales"
" order is electronically signed by the customer, the salesperson attached to"
" the sales order is instantly notified that the order is confirmed."
msgstr ""
"La aplicación **Ventas** de Odoo permite que los clientes confirmen sus "
"órdenes con una firma electrónica desde la orden de venta. Una vez que el "
"cliente firma de manera electrónica la orden de venta, el vendedor asignado "
"a la orden recibe una notificación al instante sobre la confirmación de esa "
"orden de venta."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11
msgid "Activate online signatures"
msgstr "Activar la firma en línea"
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13
msgid ""
"In order to have customers confirm orders with an online signature, the "
"*Online Signature* feature **must** be activated."
msgstr ""
"La función *Firma en línea* **debe** estar habilitada para que los clientes "
"puedan confirmar sus órdenes mediante una firma en línea."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16
msgid ""
"To activate the *Online Signature* feature, go to :menuselection:`Sales app "
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
"Orders` heading, and activate the :guilabel:`Online Signature` feature by "
"checking the box beside it."
msgstr ""
"Para activar la función para *firmar en línea*, vaya a "
":menuselection:`aplicación Ventas --> Configuración --> Ajustes`, baje hasta"
" la sección de :guilabel:`Cotizaciones y órdenes` y active la función de "
":guilabel:`Firma en línea` haciendo clic en la casilla de a lado. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
msgid ""
"The Online Signature feature option in the Settings of the Odoo Sales "
"application."
msgstr ""
"La opción de la función de firma en línea en los ajustes de la aplicación "
"Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24
msgid "Then, click the :guilabel:`Save` button in the top-left corner."
msgstr ""
"Luego, haga clic en :guilabel:`Guardar` que se ubica en la parte superior "
"izquierda."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27
msgid ""
"When making a quotation template, the online signature feature is the "
":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`"
" field of the quotation template form."
msgstr ""
"Al hacer una plantilla de cotización, la función de firma en línea es la "
"opción de :guilabel:`firma` que se ubica en el campo :guilabel:`confirmación"
" en línea` del formulario de la plantilla de cotización. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
msgid ""
"The Online confirmation signature option found on every quotation template "
"in Odoo."
msgstr ""
"La opción de firma de confirmación en línea que se encuentra en cada "
"plantilla de cotización de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34
msgid ""
"On standard quotations, the online signature feature is the "
":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab "
"of the quotation form."
msgstr ""
"En plantillas de cotización estándar, la función de firma en línea es la "
"opción :guilabel:`Firma` que se ubica en la pestaña :guilabel:`Otra "
"información` en el formulario de la cotización. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
msgid ""
"The online signature feature option in the Other Info tab of a quotation "
"form in Odoo."
msgstr ""
"La opción firma de confirmación en línea en la pestaña Otra información en "
"un formulario de cotización en Odoo. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42
msgid "Order confirmations with online signatures"
msgstr "Confirmaciones de órdenes con firmas en línea"
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44
msgid ""
"When clients access quotations online through their customer portal, there's"
" a :guilabel:`Sign \\& Pay` button directly on the quotation."
msgstr ""
"Cuando un cliente accede a una cotización en línea a través de su portal de "
"cliente, podrá ver un botón para :guilabel:`Firmar y pagar` directamente en "
"la cotización. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
msgid "The Sign and Pay button present on online quotations in Odoo Sales."
msgstr ""
"El botón Firmar y pagar presente en las cotizaciones en línea de Ventas de "
"Odoo. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
msgid ""
"When clicked, a :guilabel:`Validate Order` pop-up window appears. In this "
"pop-up window, the :guilabel:`Full Name` field is auto-populated, based on "
"the contact information in the database."
msgstr ""
"Al hacer clic sobre él, aparecerá una ventana emergente para "
":guilabel:`validar la orden`. El campo :guilabel:`Nombre completo` se "
"completa de manera automática según la información de contacto en la base de"
" datos. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
msgid "The Validate Order pop-up window for online signatures in Odoo Sales."
msgstr ""
"La ventana emergente de Validar la orden para firmas en línea en Ventas de "
"Odoo."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58
msgid ""
"Then, customers have the option to enter an online signature with any of the"
" following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`."
msgstr ""
"Después, los clientes tienen la opción de firmar en línea con cualquiera de "
"las siguientes opciones: :guilabel:`automático`, :guilabel:`trazar`, o "
":guilabel:`subir`. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61
msgid ""
":guilabel:`Auto` lets Odoo automatically generate an online signature based "
"on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets"
" the customer use the cursor to create a custom signature directly on the "
"pop-up window. And :guilabel:`Load` lets the customer upload a previously-"
"created signature file from their computer."
msgstr ""
":guilabel:`Automático` permite que Odoo genere de manera automática una "
"firma electrónica según la información que aparece en el campo "
":guilabel:`Nombre completo`. :guilabel:`Trazar` le permite al cliente usar "
"el cursor para crear una firma personalizada directamente desde la ventana "
"emergente. :guilabel:`Subir` deja que el cliente suba un archivo de una "
"firma ya creada desde su computadora."
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66
msgid ""
"After the customer has chosen any of the three previously mentioned "
"signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`),"
" they will click the :guilabel:`Accept \\& Sign` button."
msgstr ""
"Después de que el cliente haya elegido una de las tres opciones anteriores "
"para firmar (:guilabel:`automático`, :guilabel:`trazar`, o "
":guilabel:`subir`), deberán hacer clic en :guilabel:`Aceptar y firmar`. "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70
msgid ""
"When :guilabel:`Accept \\& Sign` is clicked, the various payment method "
"options become available for them to choose from (if the *online payment* "
"option applies to this quotation)."
msgstr ""
"Al hacerlo, aparecerán los diferentes métodos de pago disponibles de entre "
"los que podrán elegir el que prefieran (solo si la opción *pago en línea* "
"aplica para esta cotización). "
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73
msgid ""
"Then, when the quotation is paid and confirmed, a delivery order is "
"automatically created (if the Odoo *Inventory* app is installed)."
msgstr ""
"Cuando la cotización esté pagada y confirmada, se creará de manera "
"automática una orden de envío (si está instalada la aplicación *Inventario* "
"de Odoo)."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
msgid "Optional products"
msgstr "Productos opcionales"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
msgid ""
"The use of optional products is a marketing strategy that involves the "
"cross-selling of products along with a core product. The aim is to offer "
"useful and related products to customers, which may result in an increased "
"sale."
msgstr ""
"El uso de productos opcionales es una estrategia de marketing que implica la"
" venta cruzada de productos junto con un producto principal. El objetivo es "
"ofrecer productos útiles y relacionados a los clientes, lo que puede "
"resultar en un aumento de ventas."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166
msgid ""
"For instance, if a customer wants to buy a car, they have the choice to "
"order massaging seats, as well, or ignore the offer and simply buy the car. "
"Presenting the choice to purchase optional products enhances the customer "
"experience."
msgstr ""
"Por ejemplo, si un cliente desea comprar un automóvil tiene la opción de "
"ordenar asientos con función de masaje o puede ignorar la oferta y solo "
"comprar el vehículo. La experiencia del cliente mejora si le proporciona la "
"opción de comprar productos opcionales."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14
msgid "Optional products on quotations"
msgstr "Productos opcionales en las cotizaciones"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16
msgid ""
"With the Odoo *Sales* application, it is possible to add or modify optional "
"products directly on quotations by navigating to the :guilabel:`Optional "
"Products` tab on a quotation form."
msgstr ""
"Con la aplicación *Ventas* de Odoo puede agregar o modificar productos "
"opcionales directamente en las cotizaciones si se dirige a la pestaña "
":guilabel:`productos opcionales` en un formulario de cotización."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
msgid "How to add optional products to your quotations on Odoo Sales."
msgstr ""
"Cómo agregar productos opcionales a sus cotizaciones en la aplicación Ventas"
" de Odoo."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23
msgid ""
"To add an optional product(s) to a quotation, click :guilabel:`Add a "
"product` in the :guilabel:`Optional Products` tab of a quotation. Doing so "
"reveals a blank field in the :guilabel:`Product` column."
msgstr ""
"Para añadir productos opcionales a la cotización, haga clic en "
":guilabel:`Agregar un producto` en la pestaña :guilabel:`Productos "
"opcionales` desde la cotización. Al hacerlo, aparecerá un campo en blanco en"
" la columna :guilabel:`Producto`. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183
msgid ""
"When clicked, a drop-down menu with products from the database appear. "
"Select the desired product from the drop-down menu to add it as an optional "
"product to the quotation template."
msgstr ""
"Si hace clic sobre el campo, aparecerá una lista desplegable con productos "
"de la base de datos y podrá seleccionar el que desee para agregarlo como un "
"producto opcional a la plantilla de la cotización. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31
msgid ""
"If the desired product isn't readily visible, type the name of the desired "
"product in the field, and the option appears in the drop-down menu. Then, "
"select that desired product to add it to the quotation."
msgstr ""
"Si el producto que desea no está visible, escriba el nombre del producto en "
"el campo y la opción aparecerá en la lista desplegable. Selecciónelo para "
"agregarlo a la cotización. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36
msgid ""
"When a product is added, the default :guilabel:`Quantity` is `1`, but that "
"can be edited at any time."
msgstr ""
"Al agregar un producto, la :guilabel:`cantidad` predeterminada es `1`, pero "
"puede editarlo cuando quiera. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186
msgid ""
"To delete any line item from the :guilabel:`Optional Products` tab, click "
"the :guilabel:`🗑️ (trash can)` icon."
msgstr ""
"Para eliminar cualquier línea de artículo desde la pestaña "
":guilabel:`Productos opcionales`, haga clic en el icono :guilabel:`🗑️ "
"(papelera)`. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42
msgid ""
"Click the :guilabel:`Preview` button, located in the upper-left corner of "
"the quotation, to reveal a preview of the quotation customers would receive,"
" via email, along with the optional products they can potentially add to "
"their order, located in the :guilabel:`Options` section."
msgstr ""
"Haga clic en el botón :guilabel:`Vista previa` que se ubica en la esquina "
"superior izquierda de la cotización para que aparezca una vista previa de la"
" cotización que los clientes recibirán a través de su correo electrónico, "
"junto con los productos opcionales que pueden agregar a su orden desde la "
"sección :guilabel:`Opciones`. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
msgid "Preview your quotations on Odoo Sales."
msgstr "Vista previa de las cotizaciones en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50
msgid ""
"Customers are able to add different optional products to an order by "
"clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the"
" optional product line."
msgstr ""
"Los clientes pueden agregar diferentes productos opcionales a su orden si "
"hacen clic en el icono the :guilabel:`🛒 (carrito de compras)` que se ubica a"
" la derecha de la línea de producto opcional. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53
msgid ""
"If a customer selects optional products, these are automatically added to "
"the quotation managed by the salesperson."
msgstr ""
"Si un cliente selecciona productos opcionales, estos se agregan de manera "
"automática a la cotización que gestiona el vendedor. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56
msgid ""
"When the customer adds an optional product(s) to an order, the salesperson "
"is instantly notified about the change, along with any other change the "
"customer makes to an order. This allows salespeople to stay up-to-date with "
"everything related to an order in the backend of the *Sales* application."
msgstr ""
"Cuando el cliente agrega productos opcionales a una orden, el vendedor "
"recibe una notificación inmediata sobre el cambio, junto con cualquier otra "
"modificación que el cliente realice. Esto permite que el personal de ventas "
"esté al tanto de todo lo relacionado con una orden en el backend de la "
"aplicación *Ventas*."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
msgid "Optional products on quotation templates"
msgstr "Productos opcionales en las plantillas de cotización"
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
msgid ""
"Be sure to review the :doc:`quote_template` documentation to better "
"understand how quotation templates work before reading the following "
"information."
msgstr ""
"Asegúrese de consultar la documentación sobre las :doc:`quote_template` para"
" entender mejor cómo funcionan las plantillas de cotización antes de leer la"
" siguiente información. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68
msgid ""
"For quotation templates, just like a typical quotation form, there is also "
"an :guilabel:`Optional Products` tab, wherein related products or services "
"can be added to a quotation template."
msgstr ""
"Para las plantillas de cotización, al igual que en un formulario de "
"cotización común, también hay una pestaña de :guilabel:`productos "
"opcionales` en la que se pueden agregar productos o servicios relacionados."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71
msgid ""
"To add optional products to a quotation template, navigate to "
":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, "
"either select an existing quotation template to edit, or create a new one by"
" clicking :guilabel:`New`."
msgstr ""
"Para agregar productos opcionales a una plantilla de cotización, vaya a la "
"aplicación :menuselection:`Ventas --> Configuración --> Plantillas de "
"cotización`. Luego, seleccione una plantilla existente para editarla o cree "
"una nueva con el botón :guilabel:`Nuevo`."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75
msgid ""
"On the quotation template form, click the :guilabel:`Optional Products` tab."
" Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, "
"and select the desired product to add as an optional product to the "
"quotation template."
msgstr ""
"En el formulario de la plantilla de cotización, haga clic en la pestaña "
":guilabel:`Productos opcionales` y luego en :guilabel:`Agregar una línea` "
"para seleccionar el producto opcional que desee a la plantilla de la "
"cotización. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83
msgid ""
"The products added in the :guilabel:`Optional Products` tab are present in "
"the quotation, by default, whenever that particular quotation template is "
"used. These products can be removed, and additional products can be added, "
"before the quotation is sent to a customer."
msgstr ""
"De manera predeterminada, los productos que se agregan a la pestaña "
":guilabel:`Productos opcionales` están presentes en la cotización cuando se "
"usa es plantilla en específico. Puede eliminarlos y agregar otros productos "
"opcionales antes de enviarle la cotización a un cliente. "
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88
msgid ""
"It's best to offer optional products that would encourage a customer to add "
"additional items to their order, or entice them to purchase a more expensive"
" version of their initially selected product."
msgstr ""
"Es mejor ofrecer productos opcionales que alienten a un cliente a agregar "
"artículos adicionales a su orden o a comprar una versión más costosa del "
"producto que seleccionó al inicio."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92
msgid ""
"For example, if a customer purchases a wooden chair, some optional products "
"could be: a warranty on that chair and/or a wooden chair with leather seats."
msgstr ""
"Por ejemplo, si un cliente compra una silla de madera, algunos productos "
"opcionales podrían ser una garantía para esa silla o una silla de madera con"
" asientos de piel."
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96
msgid ""
"There is no limit to how many optional products can be added to a quotation "
"template."
msgstr ""
"No existe límite en cuanto al número de productos opcionales que puede "
"agregar a una plantilla de cotización."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
msgid "Product variants on quotations and sales orders"
msgstr "Variantes de producto en cotizaciones y órdenes de venta"
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
msgid ""
"Before getting into detail about how to use product variants on quotations "
"and sales orders, it's recommended to learn about "
":doc:`../products_prices/products/variants` in Odoo."
msgstr ""
"Antes de hablar a detalle acerca de cómo usar las variantes de productos en "
"las cotizaciones y en las órdenes de ventas, le recomendamos consultar la "
"documentación sobre :doc:`../products_prices/products/variants` en Odoo. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8
msgid ""
"Once familiarized with the basics surrounding product variants, the "
"following covers how product variants can be added to quotations and sales "
"orders using the *product configurator* or *order grid entry*."
msgstr ""
"Una vez familiarizado con los principios básicos de las variantes de "
"productos, la siguiente información describe cómo puede agregar dichas "
"variantes a las cotizaciones y a las órdenes de ventas mediante el "
"*configurador de productos* o la *entrada de la tabla de órdenes*. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13
msgid ""
"It should be noted that the setting is titled, *Variant Grid Entry* on the "
"*Sales* app settings page, and titled, *Order Grid Entry* on product forms. "
"So, be sure to keep that in mind."
msgstr ""
"Tenga en cuenta que, en la página de ajustes de la aplicación *Ventas*, la "
"opción se llama *entrada en la tabla de variantes*; mientras que en el "
"formulario de los productos, se llama *entrada en la tabla de órdenes*. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19
msgid ""
"When working with product variants, Odoo uses the product configurator, by "
"default. To add the variant grid entry option, that feature **must** be "
"enabled in the Odoo *Sales* application. The variant grid entry option "
"provides a pop-up window on the quotation/sales order to simplify the "
"variant selection process."
msgstr ""
"Al trabajar con variantes de productos, Odoo usa el configurador de "
"productos de manera predeterminada. Para agregar la opción de entrada en la "
"tabla de variantes, esa función **debe** estar activada en la aplicación "
"*Ventas* de Odoo. Esta opción abre una ventana emergente en la cotización u "
"orden de ventas para simplificar el proceso para seleccionar una variante. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24
msgid ""
"To enable that setting, go to :menuselection:`Sales app --> Configuration "
"--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, "
"check the box next to the :guilabel:`Variant Grid Entry` option, and click "
":guilabel:`Save`."
msgstr ""
"Para activar ese ajuste, vaya a :menuselection:`Ventas --> Configuracón --> "
"Ajustes` y baje hasta la sección :guilabel:`Catálogo de productos`. Después,"
" seleccione la casilla junto a la opción :guilabel:`Entrada en la tabla de "
"variantes` y haga clic en :guilabel:`Guardar`. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid "The variant grid entry setting in the Odoo Sales application."
msgstr ""
"La opción de entrada en la tabla de variantes en la aplicación Ventas de "
"Odoo. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33
msgid ""
"Of course, the :guilabel:`Variants` feature **must** also be activated, in "
"order to use product variants on quotations and sales orders."
msgstr ""
"También **debe** estar activada la función :guilabel:`Variantes` para usar "
"las variantes de productos en las cotizaciones y las órdenes de ventas. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
msgid "Product configuration"
msgstr "Configuración de productos"
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
msgid ""
"Once the :guilabel:`Variant Grid Entry` setting is enabled, both options "
"(*Product Configurator* and *Order Grid Entry*) become available on every "
"product form."
msgstr ""
"Una vez que esté activada la función :guilabel:`Entrada en la tabla de "
"variantes`, ambas opciones (*Configurador de productos* y *Entrada en la "
"tabla de órdenes*) estarán disponibles en cada formulario de producto."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
msgid ""
"To configure a product form to use either a product configurator or variant "
"grid entry, start by navigating to :menuselection:`Sales app --> Products "
"--> Products` to view all the products in the database."
msgstr ""
"Para configurar un formulario de producto para usar un configurador de "
"producto o la entrada en la tabla de variantes vaya a :menuselection:`Ventas"
" --> Productos --> Productos` para ver todos los productos en la base de "
"datos. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46
msgid ""
"Then, select the desired product to configure, or click :guilabel:`New`, to "
"create a new product from scratch. Once on the product form, click into the "
":guilabel:`Attributes \\& Variants` tab, where product variants can be "
"viewed, modified, and added."
msgstr ""
"Luego, seleccione el producto que desea configurar o haga clic en "
":guilabel:`Nuevo` para crear un nuevo producto desde cero. En el formulario "
"del producto, haga clic en la pestaña :guilabel:`Atributos y variantes` "
"donde podrá ver, modificar y agregar variantes."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50
msgid ""
"At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a "
":guilabel:`Sales Variant Selection` section with two options: "
":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`."
msgstr ""
"En la parte inferior de la pestaña :guilabel:`Atributos y variantes` hay una"
" sección de :guilabel:`Selección de variantes de ventas` con dos opciones: "
":guilabel:`Configurador de productos` y :guilabel:`Entrada en la tabla de "
"órdenes`."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55
msgid ""
"It should be noted that these options **only** appear if at least two values"
" of an attribute have been added to the record."
msgstr ""
"Tenga en cuenta que estas opciones **solo** aparecen si, por lo menos, dos "
"valores de un atributo se agregaron al registro."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"Sales variant selection options on the attributes and variants tab on "
"product form."
msgstr ""
"Opciones de selección de variantes de ventas en la pestaña de atributos y "
"variantes en el formulario de un producto."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62
msgid ""
"These options determine which method is used when adding product variants to"
" quotations or sales orders."
msgstr ""
"Estas opciones determinan qué método se usa al agregar variantes de producto"
" a las cotizaciones u órdenes de ventas. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65
msgid ""
"The :guilabel:`Product Configurator` provides a pop-up window that neatly "
"displays all the available product variants for that particular product when"
" it's added to a quotation. However, only one variant can be selected/added "
"at a time."
msgstr ""
"El :guilabel:`configurador de productos` abre una ventada emergente que "
"muestra claramente todas las variantes de productos disponibles para ese "
"producto particular cuando se agrega a la cotización. Sin embargo, solo "
"puede seleccionar o añadir una variante a la vez. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69
msgid ""
"The :guilabel:`Order Grid Entry` provides the same information as the "
":guilabel:`Product Configurator` in a table layout, allowing the user to "
"select larger numbers of unique product variants, and add them to a "
"quotation/sales order, in a single view."
msgstr ""
"La :guilabel:`Entrada en la tabla de órdenes` proporciona la misma "
"información que el :guilabel:`configurador de productos` a modo de tabla lo "
"que le permite al usuario seleccionar números más grandes de variantes "
"únicas de productos y agregarlos a la cotización u orden de ventas, en una "
"sola vista. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
msgid "Product configurator"
msgstr "Configurador de productos"
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76
msgid ""
"The product configurator feature appears as a :guilabel:`Configure` pop-up "
"window, as soon as a product with (at least two) variants is added to a "
"quotation or sales order, but **only** if the :guilabel:`Product "
"Configurator` option is selected on its product form."
msgstr ""
"La función del configurador del producto aparece en la ventana emergente "
":guilabel:`Configurar`, tan pronto como un producto con, por lo menos, dos "
"variantes se agrega a la cotización o a la orden de ventas, pero **solo** si"
" selecciona la opción de :guilabel:`Configurador de productos` en su "
"formulario de producto. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"The product configurator pop-up window that appears on a quotation or sales "
"order."
msgstr ""
"La ventana emergente del configurador del producto que aparece en la "
"cotización u orden de ventas."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85
msgid ""
"This :guilabel:`Configure` pop-up window also appears if the "
":guilabel:`Order Grid Entry` setting is **not** activated, as it is the "
"default option Odoo uses when dealing with product variants on quotations "
"and/or sales orders."
msgstr ""
"La ventana emergente :guilabel:`Configurar` también aparece si la opción "
":guilabel:`Entrada en la tabla de órdenes` **no** está activada, puesto que "
"es la opción predeterminada que usa Odoo al gestionar variantes de productos"
" en las cotizaciones y/o en las órdenes de ventas. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89
msgid ""
"The :guilabel:`Product Configurator` option lets salespeople choose exactly "
"which product variant to add to the quotation or sales order using a format "
"similar to online shopping."
msgstr ""
"La opción :guilabel:`Configurador de productos` le permite a los vendedores "
"escoger exactamente qué variante de producto agregar a la cotización u orden"
" de ventas mediante un formato similar al de las compras en línea. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93
msgid "Order grid entry"
msgstr "Entrada en la tabla de órdenes"
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95
msgid ""
"The order grid entry feature appears as a :guilabel:`Choose Product "
"Variants` pop-up window, as soon as a product with (at least two) variants "
"is added to a quotation or sales order, but **only** if the :guilabel:`Order"
" Grid Entry` option is selected on its product form."
msgstr ""
"La función de entrada en la tabla de órdenes aparece como una ventana "
"emergente de :guilabel:`Escoger variantes de producto`, tan pronto como un "
"producto con, por lo menos, dos variantes se agrega a la cotización u orden "
"de ventas, pero **solo** si selecciona la opción :guilabel:`Entrada en la "
"tabla de órdenes` en su formulario de producto. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"The choose product variants pop-up window that appears on a quotation in "
"Odoo."
msgstr ""
"La ventana emergente para elegir variantes de producto que aparece en una "
"cotización en Odoo."
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103
msgid ""
"The :guilabel:`Choose Product Variants` pop-up window features all the "
"variant options for that particular product. From this pop-up window, the "
"salesperson can designate how many of each variant they'd like to add to the"
" quotation/sales order at once."
msgstr ""
"La ventana emergente para :guilabel:`escoger variantes de productos` incluye"
" todas las opciones de variantes para ese producto en particular. Desde "
"aquí, el vendedor puede asignar cuántas de cada variante le gustaría agregar"
" a la cotización u orden de ventas al mismo tiempo. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107
msgid ""
"When all the desired quantities and variants have been selected, the "
"salesperson simply clicks :guilabel:`Confirm`, and those orders are "
"instantly added to the quotation/sales order in the :guilabel:`Order Lines` "
"tab."
msgstr ""
"Cuándo haya seleccionado las cantidades y variantes deseadas, el vendedor "
"solo tiene que hacer clic en :guilabel:`Confirmar` y esas órdenes se agregan"
" de manera inmediata a la cotización u orden de ventas en la pestaña "
":guilabel:`Líneas de la orden`. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
msgid ""
"Populated order lines tab after order grid entry has been chosen to select "
"products."
msgstr ""
"Pestaña de líneas de la orden completada después de seleccionar la entrada "
"en la tabal de órdenes para elegir productos. "
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116
msgid ":doc:`../products_prices/products/variants`"
msgstr ":doc:`../products_prices/products/variants`"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3
msgid "PDF quote builder"
msgstr "Creador de cotizaciones en PDF"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5
msgid ""
"The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send "
"customers a fully customized PDF file for quotes, showcasing the company and"
" products, with various information and design elements, instead of just "
"showing the price and total."
msgstr ""
"El *creador de cotizaciones en PDF* de *Ventas* le permite enviar a sus "
"clientes un archivo PDF totalmente personalizado para las cotizaciones, en "
"el que se muestren la empresa y los productos, con distintos elementos de "
"información y diseño, en lugar de limitarse a mostrar el precio y el total."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9
msgid ""
"The PDF Quote Builder groups header pages, product descriptions, the "
"price(s), and footer pages to create a detailed quote. It can also inject "
"dynamic texts in the PDF to personalize the offer for the customer."
msgstr ""
"El creador de cotizaciones en PDF agrupa las páginas de encabezado, las "
"descripciones de los productos, los precios y las páginas de pie de página "
"para crear una cotización detallada. También puede introducir textos "
"dinámicos en el PDF para personalizar la cotización para el cliente."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13
msgid ""
"Having a customized PDF in quotes provides a heightened conclusion to the "
"shopping experience for customers, and adds an elegant level of "
"professionalism to a company."
msgstr ""
"Disponer de un PDF personalizado en las cotizaciones aporta una mejor "
"experiencia de compra para los clientes y añade un toque elegante de "
"profesionalidad a la empresa."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17
msgid ""
"`Odoo Quick Tips - Create a PDF quote [video] "
"<https://www.youtube.com/watch?v=tQNydBZt-VI>`_"
msgstr ""
"`Consejos de Odoo - Creación de una cotización en PDF [video] "
"<https://www.youtube.com/watch?v=tQNydBZt-VI>`_"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20
msgid ""
"It is recommended to edit PDF forms with Adobe software. The form fields on "
"the header and footer PDF templates are necessary to get dynamic values with"
" Odoo."
msgstr ""
"Es recomendable editar formularios de PDF con el software de Adobe. Los "
"campos de formulario en el encabezado y pie de página de las plantillas PDF "
"son necesarios para obtener valores dinámicos con Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26
msgid ""
"In order to add custom PDF files for quotes, the :guilabel:`PDF Quote "
"builder` feature *must* be configured."
msgstr ""
"Si desea añadir archivos PDF personalizados a las cotizaciones, *debe* "
"configurar la función :guilabel:`creador de cotizaciones PDF`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29
msgid ""
"To do that, navigate to :menuselection:`Sales app --> Configuration --> "
"Settings`. Then, on the :guilabel:`Settings` page, scroll to the "
":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote"
" builder` feature."
msgstr ""
"Para ello, vaya a la aplicación :menuselection:`Ventas --> Configuración -->"
" Ajustes`. Después, en la página :guilabel:`Ajustes`, vaya a la sección "
":guilabel:`cotizaciones y órdenes` y busque la función :guilabel:`creador de"
" cotizaciones en PDF`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid ""
"The PDF Quote Builder feature located on the Settings page of the Sales "
"application."
msgstr ""
"La función para crear cotizaciones en PDF esta ubicada en la página de "
"ajustes de la aplicación Ventas."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:37
msgid ""
"Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be "
"uploaded. To upload either, click the :guilabel:`Upload your file` button, "
"or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and "
"proceed to locate, select, and upload the desired PDF file."
msgstr ""
"Aquí puede subir :guilabel:`encabezados` y :guilabel:`pies de página` "
"personalizados. Para hacerlo, haga clic en el botón :guilabel:`Subir "
"archivo` o en el icono :guilabel:`✏️ (lápiz)` del lado derecho del campo que"
" desea y luego ubique, seleccione y suba el archivo PDF que quiera. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:42
msgid ""
"Headers and footers can also be added directly in a quotation template, so "
"it's possible to have different variations per template."
msgstr ""
"También puede añadir directamente los encabezados y pies de página en una "
"plantilla de cotización, por lo que es posible tener variaciones diferentes "
"por plantilla."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:45
msgid ""
"Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and "
"replaces the blank field with an :guilabel:`Upload your file` button."
msgstr ""
"Al hacer clic en el icono de :guilabel:`🗑️ (papelera)`, se eliminan los "
"archivos PDF actuales y se reemplazan por un campo en blanco y un botón de "
":guilabel:`Subir archivo`. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48
msgid ""
"Once the desired PDF file(s) are uploaded in the appropriate fields in the "
":guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` "
"page, be sure to click :guilabel:`Save`."
msgstr ""
"Una vez que suba los archivos PDF que desea en los campos correctos en la "
"sección de :guilabel:`Creador de cotizaciones en PDF` de la página de "
":guilabel:`Ajustes` en *Ventas*, asegúrese de guardar sus cambios. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:51
msgid "The files uploaded here will be the default PDF used for all quotes."
msgstr ""
"Los archivos que suba serán los PDF predeterminados que se usarán en todas "
"las cotizaciones."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54
msgid "Values set in the PDF Quote Builder settings are company-specific."
msgstr ""
"Los valores establecidos en los ajustes del Creador de cotizaciones en PDF "
"son específicos de la empresa."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57
msgid "Dynamic text in PDFs"
msgstr "Texto dinámico en archivos PDF"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59
msgid ""
"While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-"
"fill the PDF content with information related to the quote from the Odoo "
"database, like names, prices, etc."
msgstr ""
"Al crear PDF personalizados para las cotizaciones, use el *texto dinámico* "
"para que Odoo complete automáticamente el contenido del archivo PDF con "
"información relacionada a la cotización de la base de datos de Odoo, como "
"nombres, precios, etc. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62
msgid ""
"Dynamic text values are form components (text inputs) that can be added in a"
" PDF file, and Odoo automatically fills those values in with information "
"related to the quote."
msgstr ""
"Los valores del texto dinámico vienen de componentes (entradas de texto) que"
" se pueden añadir a un archivo PDF y Odoo completa automáticamente esos "
"valores con información relacionada a la cotización. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66
msgid "Dynamic text values"
msgstr " Valores de texto dinámico"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68
msgid ""
"Below are common dynamic text values used in custom PDFs, and what they "
"represent:"
msgstr ""
"A continuación le presentamos valores comunes de texto dinámico que se usan "
"en archivos PDF personalizados y lo que representan:"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70
msgid ":guilabel:`name`: Sales Order Reference"
msgstr ":guilabel:`name`: Referencia de la orden de ventas"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71
msgid ":guilabel:`partner_id__name`: Customer Name"
msgstr ":guilabel:`partner_id__name`: Nombre del cliente"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72
msgid ":guilabel:`user_id__name`: Salesperson Name"
msgstr ":guilabel:`user_id__name`: Nombre del vendedor"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73
msgid ":guilabel:`amount_untaxed`: Untaxed Amount"
msgstr ":guilabel:`amount_untaxed`: Subtotal"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74
msgid ":guilabel:`amount_total`: Total Amount"
msgstr ":guilabel:`amount_total`: Total"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75
msgid ":guilabel:`delivery_date`: Delivery Date"
msgstr ":guilabel:`delivery_date`: Fecha de envío"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76
msgid ":guilabel:`validity_date`: Expiration Date"
msgstr ":guilabel:`validity_date`: Fecha de vencimiento"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77
msgid ":guilabel:`client_order_ref`: Customer Reference"
msgstr ":guilabel:`client_order_ref`: Referencia del cliente"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80
msgid ""
"Double underscore notation for :guilabel:`partner_id__name` and "
":guilabel:`user_id__name` values are used in place of the typically used `.`"
" symbol because the library currently does not support the `.` symbol."
msgstr ""
"En la notación para los valores :guilabel:`partner_id__name` y "
":guilabel:`user_id__name` se usa el doble guion bajo en lugar del símbolo "
"generalmente usado de `.` porque en este momento la biblioteca no admite el "
"símbolo `.`. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84
msgid "Product-specific dynamic text values are as follows:"
msgstr ""
"A continuación se muestran los valores del texto dinámico específico del "
"producto: "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86
msgid ":guilabel:`description`: Product Description"
msgstr ":guilabel:`description`: Descripción del producto"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87
msgid ":guilabel:`quantity`: Quantity"
msgstr ":guilabel:`quantity`: Cantidad"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88
msgid ":guilabel:`uom`: Unit of Measure (UoM)"
msgstr ":guilabel:`uom`: Unidad de medida (UdM)"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89
msgid ":guilabel:`price_unit`: Price Unit"
msgstr ":guilabel:`price_unit`: Precio unitario"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90
msgid ":guilabel:`discount`: Discount"
msgstr ":guilabel:`discount`: Descuento"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91
msgid ":guilabel:`product_sale_price`: Product List Price"
msgstr ":guilabel:`product_sale_price`: Lista de precio del producto"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92
msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)"
msgstr ":guilabel:`taxes`: Nombre de los impuestos separados con coma (`,`)"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93
msgid ":guilabel:`tax_excl_price`: Tax Excluded Price"
msgstr ":guilabel:`tax_excl_price`: Precio con impuesto excluido "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94
msgid ":guilabel:`tax_incl_price`: Tax Included Price"
msgstr ":guilabel:`tax_incl_price`: Precio con impuesto incluido"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97
msgid ""
"When a PDF is built, it's best practice to use common dynamic text values "
"(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the "
"database, Odoo auto-populates those fields with the information from their "
"respective fields."
msgstr ""
"Cuando se crea un PDF, es mejor usar valores comunes de texto dinámico "
"(:guilabel:`name` y :guilabel:`partner_id_name`). Cuando se sube a la base "
"de datos, Odoo completa automáticamente esos campos con la información de "
"sus respectivos campos."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101
msgid ""
"In this case, Odoo would auto-populate the Sales Order Reference in the "
":guilabel:`name` dynamic text field, and the Customer Name in the "
":guilabel:`partner_id_name` field."
msgstr ""
"En este caso, Odoo completará de forma automática la referencia de la orden "
"de ventas en el campo de texto dinámico :guilabel:`name` y el nombre del "
"cliente en el campo :guilabel:`partner_id_name`. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
msgid "PDF quote being built using common dynamic placeholders."
msgstr ""
"Creación de una cotización en PDF usando marcadores de posición dinámicos "
"comunes."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108
msgid ""
"Once the PDF file(s) are complete, save them to the computer's hard drive, "
"and proceed to upload them to Odoo via :menuselection:`Sales app --> "
"Configuration --> Settings --> PDF Quote builder`."
msgstr ""
"Una vez que los archivos PDF están completos, guárdelos en el disco duro de "
"su computadora y súbalos a Odoo desde la aplicación :menuselection:`Ventas "
"--> Configuración --> Ajustes --> Creador de cotizaciones en PDF`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111
msgid ""
"Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer "
"pages` field."
msgstr ""
"Suba los archivos PDF que creó en el campo :guilabel:`Encabezados` o "
":guilabel:`Pies de página`. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113
msgid "Once the upload(s) are complete, click :guilabel:`Save`."
msgstr "Una vez que los haya subido, haga clic en :guilabel:`Guardar`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116
msgid "Add PDF to product"
msgstr "Agregar un archivo PDF a un producto"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118
msgid ""
"In Odoo *Sales*, it's also possible to add a custom PDF to a product form. "
"When a PDF is added to a product, and that product is used in a quotation, "
"that PDF is also inserted in the final PDF."
msgstr ""
"En la aplicación *Ventas* de Odoo también es posible agregar un PDF "
"personalizado al formulario de un producto. Cuando lo agrega y ese producto "
"se usa en una cotización, también se inserta ese archivo PDF en el PDF "
"final."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121
msgid ""
"To add a custom PDF to a product, start by navigating to "
":menuselection:`Sales app --> Products --> Products`, and select the desired"
" product to which a custom PDF should be added."
msgstr ""
"Para agregar un archivo PDF personalizado a un producto, vaya a la "
"aplicación :menuselection:`Ventas --> Productos --> Productos` y seleccione "
"el producto al que desea agregar el PDF personalizado. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125
msgid ""
"A document could also be added to a product variant, instead of a product. "
"If there are documents on a product *and* on its variant, **only** the "
"documents in the variant are shown."
msgstr ""
"También puede agregar un documento a las variantes del producto, pero si hay"
" documentos en un producto *y* en sus variantes, **solo** se mostrarán los "
"documentos de las variantes. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128
msgid ""
"To add a custom document to a product variant, navigate to "
":menuselection:`Sales app --> Products --> Product Variants`. Select the "
"desired variant, click the :guilabel:`Documents` smart button, and proceed "
"to upload the custom document(s) to the specific product variant."
msgstr ""
"Para agregar un documento personalizado a una variante de producto, vaya a "
"la aplicación :menuselection:`Ventas --> Productos --> Variantes de "
"producto`. Seleccione la variante que desee, haga clic en el botón "
"inteligente :guilabel:`Documentos` y suba los documentos personalizados a la"
" variante específica del producto. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:132
msgid ""
"On the product page, click the :guilabel:`Documents` smart button at the top"
" of the page."
msgstr ""
"En la página del producto, haga clic en el botón inteligente de "
":guilabel:`Documentos` en la parte superior de la página."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid "The Documents smart button on a product form in Odoo Sales."
msgstr ""
"El botón inteligente de Documentos en un formulario de producto en Ventas de"
" Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138
msgid ""
"Doing so reveals a separate :guilabel:`Documents` page for that product, "
"wherein files related to that product can be uploaded. From this page, "
"either click :guilabel:`New` or :guilabel:`Upload`."
msgstr ""
"La acción anterior abrirá una página separada de :guilabel:`Documentos` para"
" ese producto, allí puede subir archivos relacionados. Desde esta página, "
"haga clic en :guilabel:`Nuevo` o :guilabel:`Cargar`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141
msgid ""
"Clicking :guilabel:`Upload` instantly provides the opportunity to upload the"
" desired document. Then, the document can be further configured on the "
"document card, or by clicking the three dots icon in the top right corner of"
" the document card, and then clicking :guilabel:`Edit`."
msgstr ""
"Al hacer clic en :guilabel:`Subir` puede cargar el documento que desee y "
"luego puede proporcionarle una configuración más avanzada desde la tarjeta "
"del documento. También puede hacer clic en el icono de tres puntos ubicado "
"en la esquina superior derecha de la tarjeta del documento y después en "
":guilabel:`Editar`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:145
msgid ""
"Clicking :guilabel:`New` reveals a blank documents form, in which the "
"desired PDF can be uploaded via the :guilabel:`Upload your file` button on "
"the form, located in the :guilabel:`File Content` field."
msgstr ""
"Al hacer clic en :guilabel:`Nuevo` se abre un formulario para documentos en "
"blanco, allí puede cargar el PDF que desee con el botón :guilabel:`Suba su "
"archivo`. Este se encuentra ubicado en el campo :guilabel:`Contenido del "
"archivo` del formulario."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid ""
"A standard document form with various fields for a specific product in Odoo "
"Sales."
msgstr ""
"Un formulario de documento estándar con varios campos para un producto "
"específico en la aplicación Venta de Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153
msgid ""
"Various information and configurations related to the uploaded document can "
"be modified here."
msgstr ""
"Desde aquí puede modificar la información y la configuración relacionada con"
" el documento que subió."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155
msgid ""
"The first field on the documents form is for the :guilabel:`Name` of the "
"document, and it is grayed-out (not clickable) until a document is uploaded."
" Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated "
"with the name of the PDF, and it can then be edited."
msgstr ""
"El primer campo en el formulario de documentos es para el :guilabel:`Nombre`"
" del documento y aparece en color gris (además de que no puede hacer clic "
"allí) hasta que suba un documento. Una vez que haya subido un PDF, el campo "
":guilabel:`Nombre` se completa de forma automática con el nombre del PDF, "
"puede editarlo después."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:159
msgid ""
"Prior to uploading a document, there's the option to designate whether the "
"document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` "
"drop-down field menu."
msgstr ""
"Antes de subir un documento, desde el campo con el menú desplegable "
":guilabel:`Tipo` puede elegir si es un :guilabel:`archivo` o una "
":guilabel:`URL`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid "A standard document form with an uploaded pdf in Odoo Sales."
msgstr ""
"Un formulario de documento estándar con un PDF en la aplicación Venta de "
"Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167
msgid ""
"If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to "
":guilabel:`File`, and it cannot be modified."
msgstr ""
"Si sube un PDF, el campo :guilabel:`Tipo` se completa de forma automática "
"como :guilabel:`archivo` y no podrá modificarlo. "
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170
msgid ""
"Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field,"
" click the drop-down menu, and select either: :guilabel:`Quotation`, "
":guilabel:`Confirmed order`, or :guilabel:`Inside quote`."
msgstr ""
"Luego, en la sección :guilabel:`Ventas,` en el campo :guilabel:`Visible en`,"
" haga clic en el menú desplegable y seleccione alguna de las siguientes "
"opciones: :guilabel:`Cotización`, :guilabel:`Orden confirmada` o "
":guilabel:`Dentro de la cotización`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:174
msgid ""
":guilabel:`Quotation`: the document is sent to (and accessible by) customers"
" at any time."
msgstr ""
":guilabel:`Cotización`: los clientes reciben el documento y pueden acceder a"
" él en cualquier momento."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176
msgid ""
":guilabel:`Confirmed order`: the document is sent to customers upon the "
"confirmation of an order. This is best for user manuals and other "
"supplemental documents."
msgstr ""
":guilabel:`Orden confirmada`: los clientes reciben el documento al momento "
"de confirmar su orden, es muy útil para los usuarios manuales y para otros "
"documentos complementarios."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179
msgid ""
":guilabel:`Inside quote`: the document is included in the PDF of the "
"quotation, between the header pages and the :guilabel:`Pricing` section of "
"the quote."
msgstr ""
":guilabel:`Dentro de la cotización`: el documento está incluido en el PDF de"
" la cotización, entre las páginas de cabecera y la sección correspondiente a"
" los :guilabel:`precios`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:183
msgid ""
"When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` "
"field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, "
"the PDF is visible on the quotation the in the *customer portal* under the "
":guilabel:`Documents` field."
msgstr ""
"Si selecciona la opción :guilabel:`Dentro de la cotización` para el campo "
":guilabel:`Visible en` y carga el archivo PDF personalizado con el nombre "
"`Sample Builder.pdf`, este estará visible en la cotización en el *portal del"
" cliente* dentro de la sección :guilabel:`Documentos`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
msgid ""
"Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales."
msgstr ""
"Muestra de un PDF en una cotización después de elegir la opción dentro de la"
" cotización de ventas en la aplicación Venta de Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191
msgid ""
"Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to "
":guilabel:`Show on product page` on the front-end (in the online store)."
msgstr ""
"Por último, en la sección :guilabel:`Comercio electrónico`, elija si desea "
":guilabel:`mostrarlo en la página del producto` o no desde el frontend (en "
"la tienda en línea)."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:195
msgid ""
"When the :guilabel:`Show on product page` option is enabled, a link to the "
"uploaded document, `Sample Builder.pdf`, appears on the product's page, "
"located on the frontend in the online store."
msgstr ""
"Cuando la opción :guilabel:`Mostrar en la página del producto` está "
"habilitada, aparece un enlace al documento que subió en la página del "
"producto disponible desde el frontend de una tienda en línea."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:198
msgid ""
"It appears beneath a :guilabel:`Documents` heading, with a link showcasing "
"the name of the uploaded document."
msgstr ""
"Este enlace está debajo del encabezado :guilabel:`Documentos` y tiene el "
"nombre del archivo que subió."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
msgid ""
"Showing a link to an uploaded document on a product page using Odoo Sales."
msgstr ""
"Un enlace a un documento que subió el usuario en la página de un producto "
"desde la aplicación Venta de Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206
msgid "PDF quote"
msgstr "Cotización en PDF"
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208
msgid ""
"Once a quote with a pre-configured PDF has been confirmed, Odoo provides the"
" option to print the confirmed quote to check for errors, or to keep for "
"records."
msgstr ""
"Una vez que confirma una cotización con un PDF preconfigurado, Odoo le "
"ofrece la opción de imprimirla para verificar si hay errores o para "
"almacenarla en sus registros."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211
msgid ""
"To print the PDF quote, navigate to the confirmed quote, and click the "
":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down "
"menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`."
msgstr ""
"Para imprimirla, vaya a la cotización confirmada y haga clic en el icono "
":guilabel:`⚙️ (de engranaje)` que abrirá un menú desplegable. Desde allí, "
"seleccione :guilabel:`Imprimir` y luego :guilabel:`Cotización en PDF`."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
msgid ""
"Print pdf quote option on drop-down menu located on confirmed sales order in"
" Odoo Sales."
msgstr ""
"La opción para imprimir la cotización en PDF en el menú desplegable desde la"
" orden de venta confirmadas en la aplicación Venta de Odoo."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219
msgid ""
"Doing so instantly downloads the PDF quote. When opened, the PDF quote, "
"along with the configured product PDF that was set to be visible inside the "
"quote, can be viewed and printed."
msgstr ""
"En ese instante comenzará la descarga instantánea de la cotización. Al "
"abrirla, puede ver e imprimir la cotización en PDF y el PDF del producto "
"configurado que estableció para poder visualizar dentro de la cotización."
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223
msgid ""
"Download these :download:`PDF quote builder examples "
"<pdf_quote_builder/pdfquotebuilderexamples.zip>` or download "
":download:`sample quotation <pdf_quote_builder/sample_quotation.pdf>` for "
"added reference."
msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
msgid "Quotation templates"
msgstr "Plantillas de cotización"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
msgid ""
"In Odoo *Sales*, salespeople have the ability to create reusable quotation "
"templates for common products or services that the business offers."
msgstr ""
"En *Ventas* de Odoo, los vendedores pueden crear plantillas que pueden "
"volver a usar para productos en común o servicios que ofrece el negocio. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8
msgid ""
"By using these templates, quotations can be tailored and sent to customers "
"at a much faster pace, without having to create new quotations from scratch "
"every time a sales negotiation occurs."
msgstr ""
"Al usar estas plantillas, las cotizaciones se pueden hacer y enviar mucho "
"más rápido a los clientes sin tener que crear cotizaciones nuevas desde cero"
" cada vez que se realiza una negocioación de ventas."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16
msgid ""
"Begin by activating the setting in :menuselection:`Sales app --> "
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& "
"Orders` heading."
msgstr ""
"Primero, active estos ajustes en :menuselection:`Ventas --> Configuración "
"--> Ajustes` y baje a la sección de :guilabel:`Cotizaciones y órdenes`. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
msgid ""
"In that section, check the box beside the :guilabel:`Quotation Templates` "
"option. Doing so reveals a new :guilabel:`Default Template` field, in which "
"a default quotation template can be chosen from a drop-down menu."
msgstr ""
"En esa sección, marque la casilla junto a la opción :guilabel:`Plantillas de"
" cotización`. Aparecerá un nuevo campo con el nombre :guilabel:`Plantilla "
"predeterminada` en el que podrá elegir una plantilla de cotización "
"predeterminada desde el menú desplegable."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "How to enable quotation templates on Odoo Sales."
msgstr ""
"Cómo habilitar las plantillas de cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27
msgid ""
"Also, upon activating the :guilabel:`Quotation Template` feature, an "
"internal :guilabel:`➡️ Quotation Templates` link appears beneath the "
":guilabel:`Default Template` field."
msgstr ""
"También, al activar la función de :guilabel:`Plantilla de cotización`, "
"aparecerá un enlace interno de :guilabel:`➡️ Plantillas de cotización` "
"debajo del campo :guilabel:`Plantilla predeterminada`. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30
msgid ""
"Clicking that link reveals the :guilabel:`Quotation Templates` page, from "
"which templates can be created, viewed, and edited."
msgstr ""
"Al hacer clic en el enlace, aparecerá una página de :guilabel:`Plantillas de"
" cotización` desde donde podrá crear, ver y editar plantillas. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
msgid ""
"Before leaving the :guilabel:`Settings` page, don't forget to click the "
":guilabel:`Save` button to save all changes made during the session."
msgstr ""
"Antes de salir de la página de :guilabel:`Ajustes`, no olvide hacer clic en "
"el botón :guilabel:`Guardar` para guardar todos los cambios que realizó "
"durante la sesión. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37
msgid "Create quotation templates"
msgstr "Crear plantillas de cotización "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39
msgid ""
"Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` "
"page, or navigate to :menuselection:`Sales app --> Configuration --> "
"Quotation Templates`. Both options reveal the :guilabel:`Quotation "
"Templates` page, where quotation templates can be created, viewed, and "
"edited."
msgstr ""
"Haga clic en el enlace de :guilabel:`plantillas de cotización` en la página "
"de :guilabel:`Ajustes` o vaya a la :menuselection:`Aplicación Ventas --> "
"Configuración --> Plantillas de cotización`. Ambas opciones mostrarán la "
"página de las :guilabel:`Plantillas de cotización` donde podrá crear, ver y "
"editar las plantillas de cotización. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Quotation templates page in the Odoo Sales application."
msgstr "Página de plantillas de cotización en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47
msgid ""
"To create a new quotation template, click the :guilabel:`New` button, "
"located in the upper-left corner. Doing so reveals a blank quotation "
"template form that can be customized in a number of ways."
msgstr ""
"Para crear una nueva plantilla de cotización, haga clic en el botón "
":guilabel:`Nuevo` ubicado en la esquina superior izquierda. Al hacerlo, "
"aparecerá un formulario en blanco de la plantilla de cotización que puede "
"personalizar de muchas maneras. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Create a new quotation template on Odoo Sales."
msgstr "Cree una nueva plantilla de cotización en Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
msgid ""
"Start by entering a name for the template in the :guilabel:`Quotation "
"Template` field."
msgstr ""
"Comience escribiendo un nombre para la plantilla en el campo "
":guilabel:`Plantilla de cotización`. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56
msgid ""
"Then, in the :guilabel:`Quotation Validity` field, designate how many days "
"the quotation template will remain valid for, or leave the field on the "
"default `0` to keep the template valid indefinitely."
msgstr ""
"En el campo :guilabel:`Validez de la cotización` escriba durante cuántos "
"días será válida la plantilla de la cotización. Puede dejar el campo con el "
"valor predeterminado `0` para mantener su validez de manera indefinida."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60
msgid ""
"Next, in the :guilabel:`Confirmation Mail` field, click the blank field to "
"reveal a drop-down menu. From the drop-down menu, select a pre-configured "
"email template to be sent to customers upon confirmation of an order."
msgstr ""
"Luego, en el campo :guilabel:`Correo electrónico de confirmación`, haga clic"
" en el campo en blanco para que aparezca un menú desplegable. Desde ahí, "
"seleccione una plantilla de correo electrónico ya configurada para enviarla "
"a los clientes al confirmar una orden. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65
msgid ""
"To create a new email template directly from the :guilabel:`Confirmation "
"Mail` field, start typing the name of the new email template in the field, "
"and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from"
" the drop-down menu that appears."
msgstr ""
"Para crear una nueva plantilla de correo electrónico directamente desde el "
"campo :guilabel:`Correo electrónico de confirmación`, comience a escribir el"
" nombre de la nueva plantilla de correo electrónico en el campo y "
"seleccione: :guilabel:`Crear` o :guilabel:`Crear y editar...` del menú "
"desplegable que aparece. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
msgid ""
"Selecting :guilabel:`Create` creates the email template, which can be edited"
" later."
msgstr ""
"Si hace clic en :guilabel:`Crear` se creará una plantilla de correo que "
"podrá editar después."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71
msgid ""
"Selecting :guilabel:`Create and edit...` creates the email template, and a "
":guilabel:`Create Confirmation Mail` pop-up window appears, in which the "
"email template can be customized and configured right away."
msgstr ""
"Si hace clic en :guilabel:`Crear y editar...` se creará la plantilla de "
"correo electrónico y aparecerá una ventana emergente para :guilabel:`Crear "
"un correo electrónico de confirmación`. Allí podrá personalizar y configurar"
" la plantilla de correo de manera inmediata."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid ""
"Create confirmation mail pop-up window from the quotation template form in "
"Odoo Sales."
msgstr ""
"Ventana emergente para crear un correo electrónico de confirmación desde la "
"plantilla de la cotización en Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79
msgid ""
"When all modifications are complete, click :guilabel:`Save \\& Close` to "
"save the email template and return to the quotation form."
msgstr ""
"Una vez que haya realizado todas las modificaciones necesarias, haga clic en"
" :guilabel:`Guardar y cerrar` para almacenar la plantilla de correo "
"electrónico y regresar al formulario de cotización."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82
msgid ""
"If working in a multi-company environment, use the :guilabel:`Company` field"
" to designate to which company this quotation template applies."
msgstr ""
"Si trabaja en un ambiente multiempresa, utilice el campo :guilabel:`Empresa`"
" para asignar la empresa a la cual aplicará está plantilla de cotización. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85
msgid ""
"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales "
"orders with this template will invoice in that specified journal. If no "
"journal is set in this field, the sales journal with the lowest sequence is "
"used."
msgstr ""
"Si establece un diario en el campo :guilabel:`Diario de facturación`, todas "
"las órdenes de venta con esta plantilla se facturarán en ese diario "
"específico. Si no establece ningún diario en este campo, entonces se "
"utilizará el diario de ventas con la secuencia más baja."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89
msgid ""
"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` "
"features are activated in the :guilabel:`Settings` (:menuselection:`Sales "
"app --> Configuration --> Settings`), those options are available on "
"quotation template forms."
msgstr ""
"Las funciones :guilabel:`Firma en línea` o :guilabel:`Pago en línea` estarán"
" disponibles como opción en los formularios de las plantillas de cotización "
"si están habilitadas en los :guilabel:`Ajustes` (:menuselection:`Ventas --> "
"Configuración --> Ajustes`)."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93
msgid ""
"Check the box beside :guilabel:`Online Signature` to request an online "
"signature from the customer to confirm an order."
msgstr ""
"Seleccione la casilla junto a :guilabel:`Firma en línea` para solicitarle al"
" cliente su firma digital para confirmar una orden."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96
msgid ""
"Check the box beside :guilabel:`Online Payment` to request an online payment"
" from the customer to confirm an order. When :guilabel:`Online Payment` is "
"checked, a new percentage field appears, in which a specific percentage of "
"payment can be entered."
msgstr ""
"Seleccione la casilla junto a :guilabel:`Pago en línea` para solicitarle al "
"cliente que pague en línea y así poder confirmar la orden. Cuando esta "
"casilla está seleccionada aparecerá un campo de porcentaje, allí deberá "
"especificar el importe porcentual de pago correspondiente."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100
msgid ""
"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` "
"can be enabled simultaneously, in which case the customer must provide "
"**both** a signature **and** a payment to confirm an order."
msgstr ""
"Puede habilitar las opciones :guilabel:`Firma en línea` y :guilabel:`Pago en"
" línea` de forma simultánea. En este caso, el cliente deberá proporcionar su"
" firma **y** realizar un pago para poder confirmar la orden."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
msgid ""
"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-"
"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`,"
" etc.) to designate how often this quotation template should occur."
msgstr ""
"En el campo :guilabel:`Plan recurrente` deberá elegir entre distintas "
"cantidades de tiempo ya configuradas (por ejemplo, :guilabel:`Mensual`, "
":guilabel:`Trimestral`, entre otras) para determinar qué tan seguido debe "
"ocurrir esta plantilla de cotización. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109
msgid ""
"The :guilabel:`Recurring Plan` field **only** applies to subscription plans."
" For more information, check out the documentation on "
":doc:`../../subscriptions/plans`."
msgstr ""
"El campo :guilabel:`Plan recurrente` **solo** es válido para los planes de "
"suscripción. Para obtener más información, consulte la documentación sobre "
":doc:`../../subscriptions/plans`."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113
msgid "Lines tab"
msgstr "Pestaña de líneas"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
msgid ""
"In the :guilabel:`Lines` tab, products can be added to the quotation "
"template by clicking :guilabel:`Add a product`, organized by clicking "
":guilabel:`Add a section` (and dragging/dropping section headers), and "
"further explained with discretionary information (such as warranty details, "
"terms, etc.) by clicking :guilabel:`Add a note`."
msgstr ""
"En la pestaña :guilabel:`Líneas`, puede agregar los productos a la plantilla"
" de cotización al hacer clic en :guilabel:`Agregar un producto`, "
"organizarlos al hacer clic en `Agregar sección` (y puede arrastrar/soltar "
"los encabezados de las secciones), y puede agregar mas información "
"discrecional (como detalles de garantía, términos, etc.) al hacer clic en "
":guilabel:`Agregar una nota`. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120
msgid ""
"To add a product to a quotation template, click :guilabel:`Add a product` in"
" the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a "
"blank field in the :guilabel:`Product` column."
msgstr ""
"Haga clic en :guilabel:`Agregar un producto` en la pestaña "
":guilabel:`Líneas` de un formulario de plantilla de cotización para agregar "
"uno a la plantilla de cotización. Al hacerlo, aparecerá un campo vacío en la"
" columna :guilabel:`Producto`."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123
msgid ""
"When clicked, a drop-down menu with existing products in the database "
"appear. Select the desired product from the drop-down menu to add it to the "
"quotation template."
msgstr ""
"Si hace clic ahí, aparecerá un menú desplegable con todos los productos "
"disponibles en la base de datos. Seleccione los productos que desee desde "
"ese menú para agregarlos a la plantilla de cotización. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126
msgid ""
"If the desired product isn't readily visible, type the name of the desired "
"product in the :guilabel:`Product` field, and the option appears in the "
"drop-down menu. Products can also be found by clicking :guilabel:`Search "
"More...` from the drop-down menu."
msgstr ""
"Si el producto que desea no está visible, escriba el nombre del producto en "
"el campo :guilabel:`Producto` y la opción aparecerá en la lista desplegable."
" También puede encontrar los productos si hace clic en :guilabel:`Buscar "
"más...` en el menú desplegable."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131
msgid ""
"In Odoo 17, it is now possible to add event-related products (booths and "
"registrations) to quotation templates. To do so, click the "
":guilabel:`Product` field, type in `Event`, and select the desired event-"
"related product from the resulting drop-down menu."
msgstr ""
"En Odoo 17 ahora es posible agregar productos relacionados con los eventos "
"(estands y registros) a las plantillas de cotización. Para ello, haga clic "
"en el campo :guilabel:`Producto`, escriba `Evento` y seleccione el producto "
"relacionado con el evento deseado en el menú desplegable que aparece."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136
msgid ""
"When a product is added to a quotation template, the default "
":guilabel:`Quantity` is `1`, but that can be edited at any time."
msgstr ""
"Al agregar un producto, la :guilabel:`cantidad` predeterminada es `1`, pero "
"puede editarlo cuando quiera. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139
msgid ""
"Then, drag-and-drop the product to the desired position, via the "
":guilabel:`six squares` icon, located to the left of each line item."
msgstr ""
"Luego, arrastre y suelte el producto a dónde desee mediante el icono de "
":guilabel:`seis cuadros` que se ubica del lado izquierdo de cada línea de "
"artículo. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142
msgid ""
"To add a *section*, which serves as a header to organize the lines of a "
"sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. "
"When clicked, a blank field appears, in which the desired name of the "
"section can be typed. When the name has been entered, click away to secure "
"the section name."
msgstr ""
"Para agregar una *sección*, que funcione como un encabezado para organizar "
"las líneas de la orden de ventas, haga clic en :guilabel:`Agregar sección` "
"en la pestaña :guilabel:`Líneas`. Al hacerlo, aparecerá un campo en blanco, "
"en donde podrá escribir el nombre que quiera para la sección. Luego, haga "
"clic en otra parte para asegurar el nombre de la sección."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147
msgid ""
"Then, drag-and-drop the section name to the desired position, via the "
":guilabel:`six squares` icon, located to the left of each line item."
msgstr ""
"Luego, arrastre y suelte el producto a dónde desee mediante el icono de "
":guilabel:`seis cuadros` que se ubica del lado izquierdo de cada línea de "
"artículo. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150
msgid ""
"To add a note, which would appear as a piece of text for the customer on the"
" quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When "
"clicked, a blank field appears, in which the desired note can be typed. When"
" the note has been entered, click away to secure the note."
msgstr ""
"Para agregar una nota, la cual aparecerá como un texto en la cotización del "
"cliente, haga clic en :guilabel:`Agregar una nota` en la pestaña "
":guilabel:`Líneas`. Al hacerlo, aparecerá un campo en blanco, en donde podrá"
" escribir la nota que quiera. Luego, haga clic en otra parte para asegurar "
"la nota. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154
msgid ""
"Then, drag-and-drop the note to the desired position, via the :guilabel:`six"
" squares` icon."
msgstr ""
"Luego, arrastre y suelte la nota al lugar que quiera mediante el icono "
":guilabel:`seis cuadros`. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156
msgid ""
"To delete any line item from the :guilabel:`Lines` tab (product, section, "
"and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right "
"side of the line."
msgstr ""
"Para eliminar cualquier línea de artículo desde la pestaña "
":guilabel:`Líneas` (producto, sección, y/o nota), haga clic en el icono "
":guilabel:`🗑️ (papelera)` que se ubica del lado derecho de la línea."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162
msgid ""
"The use of *optional products* is a marketing strategy that involves the "
"cross-selling of products along with a core product. The aim is to offer "
"useful and related products to customers, which may result in an increased "
"sale."
msgstr ""
"Usar *productos opcionales* es una estrategia de marketing que implica la "
"venta cruzada de productos junto con un producto principal. El objetivo es "
"ofrecer productos útiles y relacionados a los clientes, lo que puede "
"resultar en un aumento de ventas. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170
msgid ""
"Optional products appear as a section on the bottom of sales orders and "
"eCommerce pages. Customers can immediately add them to their online sales "
"orders themselves, if desired."
msgstr ""
"Los productos opcionales aparecen como una sección al final de las órdenes "
"de ventas y de las página de comercio electrónico. Los clientes pueden "
"agregarlos ellos mismos de manera inmediata a sus órdenes de ventas en "
"línea."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Optional products appearing on a typical sales order with Odoo Sales."
msgstr ""
"Los productos opcionales en una orden de ventas típica en Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177
msgid ""
"In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each "
"cross-selling product related to the original items in the :guilabel:`Lines`"
" tab, if applicable. The products added here ideally complement the original"
" offering as added value for the prospective buyer."
msgstr ""
"En la pestaña :guilabel:`Productos opcionales`, puede :guilabel:`Agregar una"
" línea` para cada producto de venta cruzada relacionado a los artículos "
"principales en la pestaña :guilabel:`Líneas`, si aplica. Lo ideal es que los"
" productos que se agregan aquí sean un complemento de la oferta original "
"como un valor agregado para el comprador potencial. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181
msgid ""
"Clicking :guilabel:`Add a line` reveals a blank field in the "
":guilabel:`Product` column."
msgstr ""
"Al hacer clic en :guilabel:`Agregar una línea` muestra un campo en blanco en"
" la columna :guilabel:`Producto`."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190
msgid "Optional products are **not** required to create a quotation template."
msgstr ""
"Los productos opcionales **no** son obligatorios para crear una plantilla de"
" cotización"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193
msgid "Terms \\& Conditions tab"
msgstr "Pestaña de términos y condiciones"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195
msgid ""
"The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add "
"terms and conditions to the quotation template. To add terms and conditions,"
" simply type (or copy/paste) the desired terms and conditions in this tab."
msgstr ""
"La pestaña :guilabel:`Términos y condiciones` le da la oportunidad para "
"agregar términos y condiciones a la plantilla de la cotización. Para "
"agregarlos, solo debe escribir (o copiar y pegar) los términos y condiciones"
" deseadas en esta pestaña. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200
msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203
msgid ""
"Terms and conditions are **not** required to create a quotation template."
msgstr ""
"Los términos y condiciones **no** son obligatorios para crear una plantilla "
"de cotización. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206
msgid "PDF Quote Builder tab"
msgstr "Pestaña de Creador de cotizaciones en PDF"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208
msgid ""
"The :guilabel:`PDF Quote Builder` tab provides options to compose an "
"attractive quotation, with more information and visually-pleasing elements, "
"to highlight products and/or services."
msgstr ""
"La pestaña :guilabel:`Creador de cotizaciones en PDF` proporciona opciones "
"para elaborar cotizaciones llamativas que incluyan más información y "
"elementos visualmente agradables. Además, son muy útiles para destacar "
"productos y servicios."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211
msgid ""
"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, "
"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages."
" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF."
msgstr ""
"Para subir las :guilabel:`páginas de encabezado` y los :guilabel:`pies de "
"página` haga clic en el icono :guilabel:`✏️ (lápiz)` ubicado del lado "
"derecho de las respectivas páginas. Haga clic en el icono :guilabel:`🗑️ "
"(papelera)` para eliminar algún PDF que haya subido."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216
msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`"
msgstr ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219
msgid "Use quotation templates"
msgstr "Usar plantillas de cotización"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221
msgid ""
"When creating a quotation (:menuselection:`Sales app --> New`), choose a "
"pre-configured template in the :guilabel:`Quotation Template` field."
msgstr ""
"Al crear una cotización (:menuselection:`Aplicación Ventas --> Crear`), "
"seleccione una plantilla preconfigurada en el menú desplegable del campo "
":guilabel:`Plantilla de cotización`. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Quotation templates field on a standard quotation form in Odoo Sales."
msgstr ""
"El campo de vencimiento en una cotización estándar en Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228
msgid ""
"To view what the customer will see, click the :guilabel:`Preview` button at "
"the top of the page to see how the quotation template appears on the front-"
"end of the website through Odoo's customer portal."
msgstr ""
"Para ver lo que el cliente verá, haga clic en el botón inteligente de "
":guilabel:`Vista previa` que se ubica en la parte superior de la página para"
" ver el aspecto que tendría la cotización desde el frontend del sitio web "
"mediante el portal del cliente de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid "Customer preview of a quotation template in Odoo Sales."
msgstr ""
"VIsta previa del cliente de una plantilla de cotización en Ventas de Odoo."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237
msgid ""
"Quotation template design uses the same methodology and functionality with "
"design building blocks as a typical web page design with Odoo *Website*. Be "
"sure to check out the :doc:`../../../websites/website` documentation to "
"learn more."
msgstr ""
"El diseño de las plantillas de cotización usa la misma metodología y "
"funcionalidad con los bloques de creación que una página web típica de "
"*Sitio web* de Odoo. Para obtener más información, asegúrese de consultar la"
" documentación sobre :doc:`../../../websites/website`."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241
msgid ""
"When all blocks and customizations are complete, click the :guilabel:`Save` "
"button to put those configurations into place."
msgstr ""
"Cuando la personalización y los bloques estén completos, haga clic en "
":guilabel:`Guardar` para aplicar todos los cambios. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244
msgid ""
"There is also a blue banner at the top of the quotation template design with"
" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo "
"returns to the quotation form in the back-end of the *Sales* application."
msgstr ""
"También aparecerá un cuadro azul en la parte superior del diseño de la "
"plantilla de cotización con un enlace para :guilabel:`volver al modo de "
"edición` rapidamente. Al hacer clic sobre él, Odoo regresa al formulario de "
"la cotización en el backend de la aplicación *Ventas*."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249
msgid "Mass cancel quotations/sales orders"
msgstr "Cancelar cotizaciones y órdenes de venta en lote"
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:251
msgid ""
"Cancel multiple quotations (or sales orders) by navigating to the "
":menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by "
"default, in the list view. Then, on the left side of the table, tick the "
"preferred checkboxes for removal."
msgstr ""
"Cancele varias cotizaciones (u órdenes de venta) desde "
":menuselection:`Ventas --> Órdenes --> Cotizaciones`, estas aparecerán en la"
" vista de lista de forma predeterminada. Luego, del lado izquierdo de la "
"tabla, seleccione las casillas a eliminar. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256
msgid ""
"Select all records in the table by selecting the checkbox column header at "
"the top-left of the table; the total number of selected items are displayed "
"at the top of the page."
msgstr ""
"Seleccione todos los registros de la tabla con la casilla que se encuentra "
"en el encabezado de la columna en la parte superior izquierda de la tabla. "
"El número total de elementos seleccionados aparecerá en la parte superior de"
" la página."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259
msgid ""
"Then, with the desired quotations (or sales orders) selected from the list "
"view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` "
":guilabel:`Actions` button to reveal a drop-down menu."
msgstr ""
"Luego de que haya seleccionado las cotizaciones (u órdenes de venta) "
"deseadas en la vista de lista en la página :guilabel:`Cotizaciones`, haga "
"clic en el botón :icon:`fa-cog` :guilabel:`Acciones` para abrir un menú "
"desplegable."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263
msgid "From this drop-down menu, select :guilabel:`Cancel quotations`."
msgstr ""
"En este menú desplegable seleccione la opción :guilabel:`Cancelar "
"cotizaciones`."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
msgid ""
"The Cancel quotations option on the Actions drop-down menu in the Odoo Sales"
" application."
msgstr ""
"La opción Cancelar cotizaciones en el menú desplegable Acciones de la "
"aplicación Ventas de Odoo. "
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:270
msgid ""
"This action can be performed for quotations in *any* stage, even if it is "
"confirmed as a sales order."
msgstr ""
"Es posible realizar esta acción en las cotizaciones en *cualquier* etapa, "
"incluso si se confirma como una orden de venta."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273
msgid ""
"Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel"
" quotations` confirmation pop-up window appears. To complete the "
"cancellation, click the :guilabel:`Cancel quotations` button."
msgstr ""
"Al seleccionar la opción :guilabel:`Cancelar cotizaciones` aparece la "
"ventana emergente de confirmación :guilabel:`Cancelar cotizaciones`. Para "
"completar la cancelación, haga clic en el botón :guilabel:`Cancelar "
"cotizaciones`."
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:278
msgid ""
"An error pop-up message appears when attempting to cancel an order for an "
"ongoing subscription that has an invoice."
msgstr ""
"Aparecerá un mensaje emergente de error si intenta cancelar la orden "
"relacionada a una suscripción activa que tiene una factura."
#: ../../content/applications/sales/subscriptions.rst:5
msgid "Subscriptions"
msgstr "Suscripciones"
#: ../../content/applications/sales/subscriptions.rst:7
msgid ""
"Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new "
"contracts <subscriptions/quotations>`, :doc:`upsell customers "
"</applications/sales/subscriptions/upselling>`, keep the churn under "
"control, and :doc:`generate reports "
"</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key "
"Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, "
":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
msgstr ""
"La aplicación *Suscripciones* se usa para manejar negocios recurrentes: "
":ref:`vender nuevos contratos <subscriptions/quotations>`, :doc:`hacer "
"ventas adicionales a los clientes "
"</applications/sales/subscriptions/upselling>`, controlar el churn, y "
":doc:`generar reportes </applications/sales/subscriptions/reports>` en los "
":abbr:`KPIs (Indicadores clave de rendimiento)`: :abbr:`MRR (Ingresos "
"recurrentes mensuales)`, :abbr:`ARR (Ingresos recurrentes anuales)`, "
"retención, churn, etc."
#: ../../content/applications/sales/subscriptions.rst:15
msgid ""
"`Odoo Tutorials: Subscriptions "
"<https://www.odoo.com/slides/subscription-20>`_"
msgstr ""
"`Tutoriales de Odoo: Suscripciones "
"<https://www.odoo.com/slides/subscription-20>`_"
#: ../../content/applications/sales/subscriptions.rst:16
msgid ":doc:`/applications/sales/subscriptions/products`"
msgstr ":doc:`/applications/sales/subscriptions/products`"
#: ../../content/applications/sales/subscriptions.rst:17
msgid ":doc:`/applications/sales/subscriptions/ecommerce`"
msgstr ":doc:`/applications/sales/subscriptions/ecommerce`"
#: ../../content/applications/sales/subscriptions.rst:18
msgid ":doc:`/applications/sales/subscriptions/plans`"
msgstr ":doc:`/applications/sales/subscriptions/plans`"
#: ../../content/applications/sales/subscriptions.rst:19
msgid ":doc:`/applications/sales/subscriptions/upselling`"
msgstr ":doc:`/applications/sales/subscriptions/upselling`"
#: ../../content/applications/sales/subscriptions.rst:20
msgid ":doc:`/applications/sales/subscriptions/renewals`"
msgstr ":doc:`/applications/sales/subscriptions/renewals`"
#: ../../content/applications/sales/subscriptions.rst:21
msgid ":doc:`/applications/sales/subscriptions/closing`"
msgstr ":doc:`/applications/sales/subscriptions/closing`"
#: ../../content/applications/sales/subscriptions.rst:22
msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`"
msgstr ":doc:`/applications/sales/subscriptions/automatic_alerts`"
#: ../../content/applications/sales/subscriptions.rst:23
msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`"
msgstr ":doc:`/applications/sales/subscriptions/scheduled_actions`"
#: ../../content/applications/sales/subscriptions.rst:24
msgid ":doc:`/applications/sales/subscriptions/reports`"
msgstr ":doc:`/applications/sales/subscriptions/reports`"
#: ../../content/applications/sales/subscriptions.rst:29
msgid "Subscription quotations"
msgstr "Cotizaciones de suscripciones"
#: ../../content/applications/sales/subscriptions.rst:32
msgid "Sales orders with a defined recurrence become subscriptions."
msgstr ""
"Las ordenes de venta con una recurrencia definida se vuelven suscripciones. "
#: ../../content/applications/sales/subscriptions.rst:34
msgid ""
"To create a new subscription, click on :guilabel:`New` from the "
"*Subscription* or the :doc:`Sales </applications/sales>` app. You can "
"either:"
msgstr ""
"Para crear una nueva suscripción, haga clic en :guilabel:`Nuevo` en la "
"aplicación *Suscripciones* o :doc:`Ventas </applications/sales>`. Puede:"
#: ../../content/applications/sales/subscriptions.rst:37
msgid ""
"Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` "
"to prefill the quotation instantly, or"
msgstr ""
"Seleccionar un :doc:`plan de suscripción "
"</applications/sales/subscriptions/plans>` para pre-llenar la cotización de "
"manera instantánea, o "
#: ../../content/applications/sales/subscriptions.rst:39
msgid ""
"Fill out the quotation normally, making sure to select a recurrence and an "
"end date if necessary and adding :doc:`recurrent products "
"</applications/sales/subscriptions/products>`."
msgstr ""
"Completar la cotización como haría de forma habitual, asegurándose de "
"seleccionar una recurrencia y una fecha de finalización en caso de que fuera"
" necesaria, además de agregar los :doc:`productos recurrentes "
"</applications/sales/subscriptions/products>`."
#: ../../content/applications/sales/subscriptions.rst:43
msgid ""
"You can define different invoice and delivery addresses by enabling the "
":doc:`Customer Addresses "
"</applications/finance/accounting/customer_invoices/customer_addresses>` "
"feature."
msgstr ""
"Puede definir diferentes direcciones de facturación y envío al activar la "
"función :doc:`Direcciones de clientes "
"</applications/finance/accounting/customer_invoices/customer_addresses>` ."
#: ../../content/applications/sales/subscriptions.rst:49
msgid "Confirmation"
msgstr "Confirmación"
#: ../../content/applications/sales/subscriptions.rst:51
msgid ""
"Send the quotation to the customer for confirmation by clicking on "
":guilabel:`Send by email`, or confirm it immediately by clicking on "
":guilabel:`Confirm`."
msgstr ""
"Envie la cotización al cliente para que la confirme haciendo clic en "
":guilabel:`Enviar por correo`, o confírmela inmediatamente haciendo clic en "
":guilabel:`Confirmar`."
#: ../../content/applications/sales/subscriptions.rst:55
msgid ""
"Click on :guilabel:`Customer Preview` to preview the customer portal where "
"the customer can view their quotation, sign and pay it, and communicate with"
" you."
msgstr ""
"Haga clic en :guilabel:`Vista del cliente` para previsualizar el portal del "
"cliente, donde podrá ver la cotización, firmar, pagar y comunicarselo a "
"usetd. "
#: ../../content/applications/sales/subscriptions.rst:61
msgid "Automatic payments"
msgstr "Pagos automáticos "
#: ../../content/applications/sales/subscriptions.rst:63
msgid ""
"You can require the customer to set an automatic payment method and pre-pay "
"the subscription's first occurrence before they can confirm their quotation."
" To do so, go to the :guilabel:`Other Info` tab of the quotation and check "
"the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
msgstr ""
"Puede solicitar al cliente que establezca un método de pago automático y "
"realice un prepago la primera vez de la suscripción antes de confirmar su "
"cotización. Para hacerlo, vaya a la pestaña :guilabel:`Más información` de "
"la cotización y seleccione la opción :guilabel:`Pago` en el campo "
":guilabel:`Confirmación en línea`."
#: ../../content/applications/sales/subscriptions.rst:68
msgid ""
"If you leave :guilabel:`Payment` unchecked, the customer doesn't have to "
"pre-pay to start the subscription. This means that the payment is not "
"automatic and that the customer must pay each invoice manually."
msgstr ""
"Si deja sin seleccionar el :guilabel:`pago`, el cliente no tiene que "
"realizar un prepago para comenzar la suscripción. Esto significa que el pago"
" no es automático y que el cliente debe pagar cada factura manualmente. "
#: ../../content/applications/sales/subscriptions.rst:73
msgid ""
"If the online confirmation requires a pre-payment, your customer can select "
"only the :ref:`payment providers <payment_providers/supported_providers>` "
"that have the :ref:`tokenization feature <payment_providers/tokenization>`. "
"This ensures that the customer is automatically charged at each new period."
msgstr ""
"Si la confirmación en línea requiere un pago por anticipado, el cliente solo"
" puede seleccionar los :ref:`proveedores de pago "
"<payment_providers/supported_providers>` que tienen la :ref:`función de "
"tokenización <payment_providers/tokenization>` habilitada. Esto asegura que "
"se le cobre al cliente de forma automática cada nuevo periodo."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3
msgid "Automation rules"
msgstr "Reglas de automatización"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5
msgid ""
"With subscriptions up-and-running, it is important to stay up-to-date with "
"customers. It is efficient to use automation to avoid having to manually go "
"through the list of subscribers to see how things are going. That is where "
"Odoo's *automation rules* feature comes into play."
msgstr ""
"Ya que haya configurado sus suscripciones y estén funcionando, es importante"
" mantenerse al día de los clientes. Es eficiente usar la automatización para"
" evitar tener que pasar por la lista de suscriptores y ver cómo van las "
"cosas. Aquí es donde la función de *reglas de automatización* son muy "
"útiles."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9
msgid ""
"The Odoo *Subscriptions* application allows users to set up automatic "
"emails, create tasks for salespeople, and even send satisfaction surveys for"
" subscribers to evaluate their experience."
msgstr ""
"La aplicación *Suscripciones* de Odoo permite que los usuarios configuren "
"correos electrónicos automáticos, creen tareas para las personas de ventas e"
" incluso envíen cuestionarios de satisfacción para que los suscriptores "
"evalúen su experiencia."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13
msgid "Create automation rules"
msgstr "Cree reglas de automatización"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15
msgid ""
"To create an automated rule, start by navigating to "
":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. "
"This is where all the automation rules for subscriptions can be found."
msgstr ""
"Para crear una regla automatizada vaya a :menuselection:`la aplicación "
"Suscripciones --> Configuración --> Reglas de automatización`. Aquí podrá "
"encontrar todas las reglas de automatización para las suscripciones."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19
msgid ""
"The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, "
":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger "
"On`, and the :guilabel:`Company` to which the rule applies."
msgstr ""
"La página :guilabel:`Reglas de automatización` muestra el page "
":guilabel:`Nombre` de cada regla, la :guilabel:`Acción a realizar`, "
":guilabel:`Activar en`, y la :guilabel:`Empresa` a la que se aplicará esta "
"regla."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23
msgid ""
"To view or modify any existing automation rule, simply click the desired "
"rule from this page."
msgstr ""
"Para ver o modificar cualquier regla de automatización existente, solo haga "
"clic en la regla deseada que se encuentre en esta página."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26
msgid ""
"When modifying an existing automation rule, Odoo \"grays-out\" the "
":guilabel:`Action` section of the form, and provides the following warning: "
"*Action data can not be updated to avoid unexpected behaviors. Create a new "
"action instead.*"
msgstr ""
"Al modificar una regla de automatización existente Odoo \"atenuará\" la "
"sección :guilabel:`Acción` del formulario y le muestra la siguiente "
"advertencia: *Para evitar comportamientos inesperados, no es posible "
"actualizar los datos de acción. Mejor cree una nueva acción.*"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30
msgid "To create a new automation rule, click :guilabel:`New`."
msgstr ""
"Para crear una nueva regla de automatización, haga clic en "
":guilabel:`Nuevo`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
msgid "The Automation Rules page in the Odoo Subscriptions application."
msgstr ""
"La página de Reglas de automatización en la aplicación Suscripciones de "
"Odoo."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36
msgid ""
"Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form "
"with numerous fields to configure."
msgstr ""
"Al hacer clic en :guilabel:`Nuevo` se mostrará un formulario de "
":guilabel:`Reglas de automatización` en blanco con varios campos numéricos "
"por configurar."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
msgid "A sample Automation Rules form in the Odoo Subscriptions application."
msgstr ""
"Un formulario de reglas de automatización de ejemplo en la aplicación "
"Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44
msgid "Automation rule form fields"
msgstr "Campos de las reglas de automatización"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46
msgid ":guilabel:`Action Name`: title of the automated action rule."
msgstr ""
":guilabel:`Nombre de la acción`: título de la regla de acción automatizada."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49
msgid "Apply On section"
msgstr "Sección Aplicar en"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51
msgid ""
"The :guilabel:`Apply On` section dictates which subscription "
"orders/customers this automated action applies to."
msgstr ""
"La sección :guilabel:`aplicar en` indica a qué órdenes o clientes se "
"aplicará esta acción automatizada."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54
msgid ""
":guilabel:`MRR Between`: designate a range of monthly recurring revenue to "
"target."
msgstr ""
":guilabel:`MRR entre`: designar un rango de ingresos recurrentes mensuales "
"al que dirigirse."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55
msgid ""
":guilabel:`MRR Change More`: designate a change of monthly recurring revenue"
" to target, in either percentage or unit of currency."
msgstr ""
":guilabel:`Aumento de MRR`: designar un cambio de ingresos recurrentes "
"mensuales al objetivo, en porcentaje o unidad de moneda."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57
msgid ""
":guilabel:`Over`: choose a period of time over which the designated KPIs "
"(Key Performance Indicators) are calculated."
msgstr ""
":guilabel:`Periodo`: seleccione un periodo durante el que se calcularán los "
"KPI (indicadores de rendimiento clave)."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59
msgid ""
":guilabel:`Rating Satisfaction`: designate satisfaction as "
":guilabel:`greater than` or :guilabel:`less than` a percentage."
msgstr ""
":guilabel:`Calificación de satisfacción`: designe un nivel de satisfacción "
"como :guilabel:`mayor que` o :guilabel:`menor que` un porcentaje."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61
msgid ""
":guilabel:`Status`: select the status of the subscriptions to be included in"
" this automation rule. The options are: :guilabel:`Quotation`, "
":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and "
":guilabel:`Cancelled`."
msgstr ""
":guilabel:`Estado`: seleccione el estado de las suscripciones que se tienen "
"que incluir en esta regla de automatización. Las opciones son "
":guilabel:`Cotización`, :guilabel:`Cotización enviada`, :guilabel:`Orden de "
"venta`, and :guilabel:`Cancelar`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64
msgid ""
":guilabel:`Stage goes from`: designate when the automation rule should be "
"activated using two fields that represent two different stages of the "
"subscription."
msgstr ""
":guilabel:`Etapa pasa de`: designa cuándo se debe activar la regla de "
"automatización mediante dos campos que representan dos diferentes etapas de "
"la suscripción."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66
msgid ""
":guilabel:`Subscription Plans`: choose specific subscription plans to target"
" with the automation rule."
msgstr ""
":guilabel:`Planes de suscripción`: seleccione los planes de suscripción que "
"serán el objetivo de la regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68
msgid ""
":guilabel:`Products`: select specific product(s) to target with the "
"automation rule."
msgstr ""
":guilabel:`Productos`: seleccione productos específicos que serán el "
"objetivo de la regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69
msgid ""
":guilabel:`Customers`: select specific customer(s) to target with the "
"automation rule."
msgstr ""
":guilabel:`Clientes`: seleccione clientes específicos que serán el objetivo "
"de esta regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70
msgid ""
":guilabel:`Company`: in a multi-company environment, select a specific "
"company's subscription data to target with the automation rule."
msgstr ""
":guilabel:`Empresa`: en un entorno multiempresa, seleccione información "
"específica de la empresa que sea el objetivo de esta regla de "
"automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72
msgid ""
":guilabel:`Sales Team`: select the data of specific sales team(s) to target "
"with the automation rule."
msgstr ""
":guilabel:`Equipos de venta`: seleccione los datos de equipos de venta "
"específicos que sean objetivo de la regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76
msgid ""
"If any field is left blank, the rule applies to every subscription without "
"that specific designation."
msgstr ""
"Si cualquier campo se deja en blanco, la regla aplica a todas las "
"suscripciones que no tengan esa designación específica."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80
msgid ""
"The number of subscriptions that match the configured criteria of the "
"customized automation rule are displayed at the bottom of the "
":guilabel:`Apply On` field."
msgstr ""
"El número de suscripciones que coinciden con los criterios configurados de "
"la regla de automatización personalizada se muestran hasta abajo del campo "
":guilabel:`Aplicar en`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83
msgid ""
"If that green subscriptions link is clicked, Odoo reveals a separate page "
"showcasing all the subscriptions that meet that automation rule's criteria."
msgstr ""
"Si se hace clic en ese enlace verde de suscripciones, Odoo mostrará una "
"página separada en la que se pueden ver todas las suscripciones que "
"coinciden con los criterios de la regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87
msgid "Action section"
msgstr "Sección de Acción"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89
msgid ""
"The :guilabel:`Action` section dictates what action occurs when an automated"
" rule is triggered."
msgstr ""
"La sección :guilabel:`Acción` indica qué acción debe ocurrir cuando se "
"activa una regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91
msgid ""
"In the :guilabel:`Action To Do` field, choose the action that will occur "
"once the automated rule is triggered. When clicked, the following options "
"become available on a drop-down menu:"
msgstr ""
"En el campo :guilabel:`Acciones por hacer` seleccione la acción que se "
"realizará una vez que se active la regla de automatización. Al hacer clic, "
"las siguientes opciones estarán disponibles en el menú desplegable:"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94
msgid ""
":guilabel:`Create next activity`: creates the next activity to occur, which "
"is configured in the :guilabel:`Activity` section that appears at the bottom"
" of the automation rule form."
msgstr ""
":guilabel:`Crear siguiente actividad`: crea la siguiente actividad que debe "
"ocurrir, la cual se configura en la sección :guilabel:`Actividad` que "
"aparece al fondo del formulario de reglas de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96
msgid ""
":guilabel:`Send an email to the customer`: sends an email to the customer(s)"
" who fit the specified criteria of the automation rule."
msgstr ""
":guilabel:`Enviar un correo electrónico al cliente`: se le envía un correo "
"electrónico al cliente que coincida con los criterios de la regla de "
"automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98
msgid ""
":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message "
"to the customer(s) who fit the specified criteria of the automation rule."
msgstr ""
":guilabel:`Enviar un mensaje de texto SMS al cliente`: envía un mensaje SMS "
"al cliente que coincida con los criterios de la regla de automatización."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100
msgid ""
":guilabel:`Set Contract Health value`: set the health value of the "
"subscription contract."
msgstr ""
":guilabel:`Establecer el valor de la salud del contrato`: configurar el "
"valor de la salud del contrato de suscripción."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102
msgid ""
"If :guilabel:`Send an email to the customer` is selected in the "
":guilabel:`Action To Do` field, the following field appears:"
msgstr ""
"Si se selecciona :guilabel:`Enviar un correo electrónico al cliente` en el "
"campo :guilabel:`Acción a realizar`, aparecerá el siguiente campo:"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105
msgid ""
":guilabel:`Email Template`: create (and edit) a new email template *or* "
"select from a list of pre-configured email templates to send to the "
"customer(s)."
msgstr ""
":guilabel:`Plantilla de correo electrónico`: cree (y edite) una nueva "
"plantilla de correo electrónico *o* seleccione una desde una lista de "
"plantillas de correo electrónico preconfiguradas para enviársela a los "
"clientes."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108
msgid ""
"If :guilabel:`Send an SMS Text Message to the customer` is selected in the "
":guilabel:`Action To Do` field, the following field appears:"
msgstr ""
"Si selecciona :guilabel:`Enviar un mensaje de texto SMS al cliente` en el "
"campo :guilabel:`Acción a realizar`, aparecerá el siguiente campo:"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111
msgid ""
":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select "
"from a list of pre-configured SMS templates to send to the customer(s)."
msgstr ""
":guilabel:`Plantilla de SMS`: cree (y edite) una nueva plantilla de SMS *o* "
"seleccione una desde una lista de plantillas SMS preconfiguradas para "
"enviársela a los clientes."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114
msgid ""
"If :guilabel:`Set Contract Health value` is selected in the "
":guilabel:`Action To Do` field, the following field appears:"
msgstr ""
"Si se selecciona :guilabel:`Establecer el valor de la salud del contrato` en"
" el campo :guilabel:`Acción a realizar`, aparecerá el siguiente campo:"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117
msgid ""
":guilabel:`Health`: designate the health of the subscription by choosing one"
" of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or "
":guilabel:`Bad`."
msgstr ""
":guilabel:`Salud`: para designar la salud de la suscripción tiene que elegir"
" entre: :guilabel:`Neutral`, :guilabel:`Bueno`, o :guilabel:`Malo`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120
msgid ""
"In the :guilabel:`Trigger On` field, decide whether the automated rule "
"should be triggered on a :guilabel:`Modification` or :guilabel:`Timed "
"Condition`."
msgstr ""
"En el campo :guilabel:`Activar en` se debe decidir si la regla de "
"automatización se debe activar en una :guilabel:`Modificación` o "
":guilabel:`Condición de tiempo`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124
msgid ""
"A :guilabel:`Trigger Now` button appears at the top of the automation rule "
"form *only* when a trigger has been configured for the rule."
msgstr ""
"Aparecerá el botón :guilabel:`Activar ahora` en la parte superior de la "
"regla de automatización *solo* cuando configuró una forma de activar la "
"regla."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128
msgid ""
"When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the "
"action on *all* linked subscriptions, regardless of possible timed "
"conditions."
msgstr ""
"Cuando se hace clic en :guilabel:`Activar ahora` Odoo activará la acción "
"vinculada a *todas* las suscripciones, sin importar las condiciones de "
"tiempo posibles."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132
msgid ""
"Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or "
"tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit "
":doc:`../../essentials/in_app_purchase`. For more information on sending SMS"
" messages, visit :doc:`../../marketing/sms_marketing`."
msgstr ""
"Para enviar un mensaje de texto SMS en Odoo es necesario que cuente con "
"créditos o tokens de compras dentro de la aplicación (IAP). Visite "
":doc:`../../essentials/in_app_purchase` para obtener más información sobre "
":abbr:`IAP (Compras dentro de la aplicación)` y visite "
":doc:`../../marketing/sms_marketing` para obtener más información sobre el "
"envío de mensajes SMS. "
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137
msgid ""
"If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` "
"field, the following fields appear:"
msgstr ""
"Si se selecciona :guilabel:`Condición de tiempo` en el campo "
":guilabel:`Activar en`, aparecerá el siguiente campo:"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140
msgid ""
":guilabel:`Trigger Date`: represents when the condition should be triggered."
" If left blank, the action is created upon subscription creation *and* "
"updates."
msgstr ""
":guilabel:`Fecha de activación`: representa cuándo se debe activar la "
"condición. Si se deja en blanco, la acción se creará cuando se cree *y* "
"actualice la suscripción."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142
msgid ""
":guilabel:`Delay After Trigger`: select a delayed amount of time "
"(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or "
":guilabel:`Months`) for Odoo to wait before triggering the configured "
"action. If a negative number is entered, the \"delay\" will occur *before* "
"the :guilabel:`Trigger Date`."
msgstr ""
":guilabel:`Retraso después de la activación`: seleccionar una cantidad de "
"tiempo de retraso en (:guilabel:`Minutos`, :guilabel:`Horas`, "
":guilabel:`Días`, o :guilabel:`Meses`) que Odoo debe esperar antes de que se"
" active una acción configurada. Si se ingresa un número negativo, el "
"\"retraso\" ocurrirá *antes* de la :guilabel:`Fecha de activación`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148
msgid "Activity section"
msgstr "Sección de Actividad"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150
msgid ""
"If :guilabel:`Create next activity` is selected in the :guilabel:`Action To "
"Do` field, an :guilabel:`Activity` section appears at the bottom of the "
":guilabel:`Automation Rules` form."
msgstr ""
"Si se selecciona :guilabel:`Crear siguiente actividad` en el campo "
":guilabel:`Acción por hacer` aparecerá una sección de :guilabel:`Actividad` "
"en la parte inferior del formulario."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153
msgid ""
":guilabel:`Activity Type`: select an pre-configured activity type from the "
"drop-down menu."
msgstr ""
":guilabel:`Tipo de actividad`: seleccione un tipo de actividad "
"preconfigurado desde el menú desplegable."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154
msgid ":guilabel:`Title`: enter a custom title for the chosen activity."
msgstr ""
":guilabel:`Título`: ingrese un título personalizado de la actividad elegida."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155
msgid ""
":guilabel:`Note`: leave a note for the employee to whom the activity is "
"assigned."
msgstr ""
":guilabel:`Nota`: deje una nota para el empleado al que se le haya asignado "
"la actividad."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156
msgid ""
":guilabel:`Due Date In`: enter an amount of days within which the activity "
"should be completed."
msgstr ""
":guilabel:`Fecha de vencimiento en`: ingrese la cantidad en días dentro de "
"los que se debe de completar la actividad."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157
msgid ""
":guilabel:`Assign To`: choose to assign the specified activity to either: "
":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or "
":guilabel:`Specific Users`."
msgstr ""
":guilabel:`Asignar a`: puede elegir asignar una actividad específica ya sea "
"a: :guilabel:`Persona de venta de la suscripción`, :guilabel:`Líder del "
"equipo de ventas`, o :guilabel:`Usuarios específicos`."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161
msgid ""
"If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` "
"option, a new :guilabel:`Specific Users` field appears beneath it, where a "
"specific employee(s) can be chosen as the assignee(s) for the configured "
"activity."
msgstr ""
"Si se selecciona :guilabel:`Usuarios específicos` en la opción "
":guilabel:`Asignar a` aparecerá un campo de :guilabel:`Usuarios específicos`"
" debajo de él, donde puede seleccionar a usuarios específicos a los que "
"asignarles la actividad configurada."
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166
#: ../../content/applications/sales/subscriptions/closing.rst:105
#: ../../content/applications/sales/subscriptions/renewals.rst:128
#: ../../content/applications/sales/subscriptions/reports.rst:403
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186
#: ../../content/applications/sales/subscriptions/upselling.rst:107
msgid ":doc:`../subscriptions`"
msgstr ":doc:`../subscriptions`"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167
#: ../../content/applications/sales/subscriptions/closing.rst:106
#: ../../content/applications/sales/subscriptions/renewals.rst:129
#: ../../content/applications/sales/subscriptions/reports.rst:404
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187
#: ../../content/applications/sales/subscriptions/upselling.rst:108
msgid ":doc:`plans`"
msgstr ":doc:`plans`"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168
#: ../../content/applications/sales/subscriptions/closing.rst:107
#: ../../content/applications/sales/subscriptions/renewals.rst:130
#: ../../content/applications/sales/subscriptions/reports.rst:405
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188
#: ../../content/applications/sales/subscriptions/upselling.rst:109
msgid ":doc:`products`"
msgstr ":doc:`products`"
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169
msgid ":doc:`../../essentials/in_app_purchase`"
msgstr ":doc:`../../essentials/in_app_purchase`"
#: ../../content/applications/sales/subscriptions/closing.rst:3
msgid "Close subscriptions"
msgstr "Cerrar suscripciones"
#: ../../content/applications/sales/subscriptions/closing.rst:5
msgid ""
"Odoo *Subscriptions* provides flexibility for businesses to decide whether "
"customers can self-manage their subscriptions, or restrict that ability "
"entirely."
msgstr ""
"La aplicación *Suscripciones* de Odoo le proporciona flexibilidad a los "
"negocios para que decidan si los clientes pueden autogestionar sus "
"suscripciones o restringir esa capacidad por completo."
#: ../../content/applications/sales/subscriptions/closing.rst:11
msgid ""
"Start by navigating to :menuselection:`Subscriptions app --> Configuration "
"--> Recurring Plans`. From there, either create a new plan by clicking "
":guilabel:`New` or select an existing one to modify it."
msgstr ""
"Primero vaya a :menuselection:`la aplicación de Suscripción --> "
"Configuración --> Planes recurrentes`. Desde ahí, puede crear un nuevo plan "
"si hace clic en :guilabel:`Nuevo` o seleccione una existente para "
"modificarla."
#: ../../content/applications/sales/subscriptions/closing.rst:15
msgid ""
"Once on the :guilabel:`Recurring Plans` form, enable the "
":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to "
"allow customers to close their own subscriptions using the customer portal."
msgstr ""
"Una vez que esté en el formulario de :guilabel:`Planes recurrentes` active "
"la opción :guilabel:`Se puede cerrar` en la sección :guilabel:`Autoservicio`"
" para que los clientes puedan cerrar sus propias suscripciones mediante el "
"portal del cliente."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid "The Closable option on a recurring plan form in Odoo Subscriptions."
msgstr ""
"La opción se puede cerrar en un plan recurrente en Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/closing.rst:24
msgid ":doc:`Configure recurring plans <plans>`"
msgstr ":doc:`Configurar planes recurrentes <plans>`"
#: ../../content/applications/sales/subscriptions/closing.rst:27
msgid "Close a subscription"
msgstr "Cancelar una suscripción"
#: ../../content/applications/sales/subscriptions/closing.rst:30
msgid "Administrator view"
msgstr "Vista de administrador"
#: ../../content/applications/sales/subscriptions/closing.rst:32
msgid ""
"After a quotation for a subscription product has been confirmed, it becomes "
"a sales order, and the subscription status changes to :guilabel:`In "
"Progress`."
msgstr ""
"Después de que se haya confirmado la cotización para un producto de "
"suscripción, se convierte en una orden de ventas y el estado de la "
"suscripción cambia a :guilabel:`En progreso`."
#: ../../content/applications/sales/subscriptions/closing.rst:35
msgid ""
"At that point, the ability to close the subscription becomes available, via "
"the :guilabel:`Close` button at the top of the subscription order, near the "
"row that contains :guilabel:`In Progress` and other stages. This option is "
"also available after the order has been invoiced and the payment has been "
"registered."
msgstr ""
"En ese momento, es posible cerrar la suscripción con el botón "
":guilabel:`Cerrar` ubicado en la parte superior de la orden de suscripción, "
"cerca de la fila que incluye la etapa :guilabel:`En progreso` y algunas "
"otras. Esta opción también está disponible después de haber facturado y "
"registrado el pago."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"Close subscription from an administration point of view with Odoo "
"Subscriptions."
msgstr ""
"Cerrar la suscripción desde el punto de vista de un administrador con "
"Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/closing.rst:44
msgid ""
"Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` "
"pop-up window to appear, allowing administrators to input the reason for "
"closing the subscription, or choose from the drop-down menu of options in "
"the :guilabel:`Reason` field."
msgstr ""
"Al hacer clic en el botón :guilabel:`Cerrar` aparecerá una ventana emergente"
" llamada :guilabel:`Motivo de la cancelación`. Aquí el administrador podrá "
"indicar el motivo por el cual se canceló la suscripción, o elegir desde el "
"menú desplegable de opciones en el campo :guilabel:`Razón`."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"The Close Reason pop-up when the Close button is clicked in Odoo "
"Subscriptions."
msgstr ""
"La ventana emergente de motivo de cancelación cuando se hace clic al botón "
"Cerrar en suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/closing.rst:52
msgid ""
"When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`"
" button."
msgstr ""
"Cuando se ingrese el :guilabel:`Motivo` haga clic en el botón "
":guilabel:`Enviar`."
#: ../../content/applications/sales/subscriptions/closing.rst:54
msgid ""
"Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window "
"updates the subscription sales order to show :guilabel:`Churned` status tag,"
" along with the specified :guilabel:`Close Reason`."
msgstr ""
"Al hacer clic en :guilabel:`Enviar` en la ventana emergente de "
":guilabel:`Motivo de la cancelación` se actualiza el pedido de venta de "
"suscripción para mostrar la etiqueta de estado :guilabel:`Cancelado`, junto "
"con el :guilabel:`Motivo de la cancelación` especificado."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid "A churned sales order for a closed subscription in Odoo Subscriptions."
msgstr ""
"Una orden de ventas cancelada para una suscripción en Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/closing.rst:62
msgid ""
"That same close reason can be found in the *Chatter* of the sales order, as "
"well."
msgstr ""
"El mismo motivo de cierre se puede encontrar en el *Chatter* de la orden de "
"ventas también."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"The chatter of a churned sales order for a closed subscription in Odoo "
"Subscriptions."
msgstr ""
"El chatter de una orden de venta cancelada para una suscripción cancelada en"
" Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/closing.rst:69
msgid "Customer view"
msgstr "Vista del cliente"
#: ../../content/applications/sales/subscriptions/closing.rst:72
msgid ""
"As an administrator, the ability to visualize what customers see when "
"managing their subscriptions is accessible via the :guilabel:`Preview` "
"button, located at the top of the subscription sales order."
msgstr ""
"Como administrador, la posibilidad de ver lo que los clientes ven al "
"gestionar sus suscripciones es posible a través del botón :guilabel:`Vista "
"previa` ubicado en la parte superior de la orden de venta."
#: ../../content/applications/sales/subscriptions/closing.rst:76
msgid ""
"From the customer's point of view, in the customer portal, the "
":guilabel:`Close Subscription` button is located on the left side of the "
"sales order."
msgstr ""
"Desde el punto de venta del cliente en el portal del cliente, el botón "
":guilabel:`Cancelar suscripción` se ubica en el lado izquierdo de la orden "
"de venta."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"Close subscription button on a customer's view of a sales order in Odoo "
"Subscriptions."
msgstr ""
"Botón para cancelar la suscripción desde la vista de un cliente de una orden"
" de ventas en las Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/closing.rst:83
msgid ""
"When the customer clicks the :guilabel:`Close Subscription` button, a "
":guilabel:`Close Subscription` pop-up window appears, in which the customer "
"has to choose from a select list of reasons why they are choosing to close "
"the subscription."
msgstr ""
"Cuando el cliente hace clic en el botón :guilabel:`Cerrar suscripción`, "
"aparece una ventana emergente :guilabel:`Cerrar suscripción` en la que el "
"cliente debe elegir entre una lista de razones por las que decide cerrar la "
"suscripción."
#: ../../content/applications/sales/subscriptions/closing.rst-1
msgid ""
"The close subscription pop-up window customers see when closing a "
"subscription."
msgstr ""
"La ventana emergente de cerrar suscripción que ve el cliente al cerrar la "
"suscripción."
#: ../../content/applications/sales/subscriptions/closing.rst:92
msgid ""
"Customers can *only* chose a pre-configured reason why the subscription is "
"being closed. They can *not* enter a custom reason from the customer portal."
" These selections can be adjusted by navigating to "
":menuselection:`Subscriptions --> Configuration --> Close Reasons`."
msgstr ""
"Los clientes *solo* pueden elegir un motivo preconfigurado por el que "
"cierran su suscripción. *No* pueden escribir un motivo personalizado desde "
"el portal del cliente. Ajuste estas opciones desde "
":menuselection:`Suscripciones --> Configuración --> Motivos de cierre`."
#: ../../content/applications/sales/subscriptions/closing.rst:96
msgid ""
"Once the customer has chosen a close reason, they would click the "
":guilabel:`Submit` button on the pop-up window."
msgstr ""
"Una vez que el cliente haya seleccionado un motivo de cierre, podrán hacer "
"clic en el botón :guilabel:`Enviar` en la ventana emergente."
#: ../../content/applications/sales/subscriptions/closing.rst:99
msgid ""
"Upon closure, the subscription order in the customer portal is tagged as "
":guilabel:`Closed`."
msgstr ""
"Después del cierre, la orden de la suscripción en el portal del cliente se "
"etiqueta como :guilabel:`Cerrada`."
#: ../../content/applications/sales/subscriptions/closing.rst:101
msgid ""
"In addition, the specified :guilabel:`Close Reason` appears on the "
"subscription order in the *Subscriptions* app in the backend "
"(Administrator's view)."
msgstr ""
"Además, la etiqueta :guilabel:`Motivo de la cancelación` especificada "
"aparece en el pedido de suscripción en la aplicación *Suscripciones* del "
"backend (vista del administrador)."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:3
msgid "Subscriptions in the eCommerce shop"
msgstr "Suscripciones en la tienda de comercio electrónico."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:5
msgid ""
"Subscription products can be sold in the Odoo *eCommerce* shop just like "
"regular sales products."
msgstr ""
"Los productos de suscripciones se pueden vender en la tienda del *comercio "
"electrónico* de Odoo como un producto normal. "
#: ../../content/applications/sales/subscriptions/ecommerce.rst:7
msgid ""
"However, by default, the eCommerce product page **only** displays the "
"shortest recurrence period listed in the :guilabel:`Recurring Prices` tab of"
" the product form."
msgstr ""
"Sin embargo, de forma predeterminada, la página del producto de Comercio "
"electrónico **solo** muestra el periodo de recurrencia más corto que aparece"
" en la pestaña :guilabel:`Precios recurrentes` del formulario del producto."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:10
msgid ""
"For example, if a subscription product has *monthly* and *annaul* recurrence"
" periods configured, then *only* the monthly price appears on the eCommerce "
"page for that product, by default."
msgstr ""
"Por ejemplo, si un producto de suscripción tiene los periodos de recurrencia"
" *mensual* y *anual* configurados, entonces *solo* el precio mensual "
"aparecerá de forma predeterminada en la página de Comercio electrónico de "
"ese producto."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:13
msgid ""
"To add more recurrence periods to the eCommerce product page, create a "
"*product variant* for each recurrence period."
msgstr ""
"Para agregar más periodos recurrentes en la página del producto del comercio"
" electrónico, cree una *variante de producto* para cada periodo recurrente. "
#: ../../content/applications/sales/subscriptions/ecommerce.rst:17
msgid ""
":doc:`Configure subscription products "
"</applications/sales/subscriptions/products>`"
msgstr ""
":doc:`Configure productos de suscripción "
"</applications/sales/subscriptions/products>`"
#: ../../content/applications/sales/subscriptions/ecommerce.rst:18
msgid ""
":doc:`Product variants "
"</applications/sales/sales/products_prices/products/variants>`"
msgstr ""
":doc:`Variantes de producto "
"</applications/sales/sales/products_prices/products/variants>`"
#: ../../content/applications/sales/subscriptions/ecommerce.rst:21
msgid "Create recurrence periods as product variants"
msgstr "Cree periodos recurrentes como variantes de producto "
#: ../../content/applications/sales/subscriptions/ecommerce.rst:23
msgid ""
"To set up each recurrence period as a product variant, go to "
":menuselection:`Subscriptions app --> Products --> Products`, and select a "
"product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add "
"a line`."
msgstr ""
"Vaya a :menuselection:`Suscripciones --> Productos --> Productos` para "
"establecer cada periodo recurrente como una variante de producto. Seleccione"
" un producto y haga clic en :guilabel:`Agregar una línea` en la pestaña "
":guilabel:`Atributos y variantes`."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:27
msgid ""
"Then proceed to create an :guilabel:`Attribute` called `Billing Period` (or "
"something similar), by typing in the name, and clicking :guilabel:`Create` "
"from the mini drop-down menu that appears. This attribute name appears as "
"option heading on the product page of the eCommerce shop."
msgstr ""
"Después, cree un :guilabel:`atributo` llamado `Periodo de facturación` (o "
"algo similar) escribiendo el nombre y haciendo clic en :guilabel:`Crear` en "
"el menú desplegable pequeño que aparece. Este nombre de atributo aparece "
"como la opción principal en la página del producto en la tienda del comercio"
" electrónico. "
#: ../../content/applications/sales/subscriptions/ecommerce.rst:31
msgid ""
"Next, create :guilabel:`Values` that correspond to the recurrence periods "
"that are configured in the :guilabel:`Recurring Prices` tab of the product "
"form."
msgstr ""
"Después, cree :guilabel:`Valores` que correspondan a los periodos de "
"recurrencia que se configuraron en la pestaña :guilabel:`Precios "
"recurrentes` del formulario del producto."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:34
msgid ""
"To do that, type in the name of the recurrence period in the "
":guilabel:`Values` column, on the same :guilabel:`Attribute` line, in the "
":guilabel:`Attributes & Variants` tab. Then, click :guilabel:`Create` from "
"the mini drop-down menu that appears."
msgstr ""
"Para hacer eso, ingrese el nombre del periodo de recurrencia en la columna "
":guilabel:`Valores`, en la misma línea de :guilabel:`Atributo`, en la "
"pestaña :guilabel:`Atributos y variantes`. Después, haga clic en "
":guilabel:`Crear` en el menú desplegable que aparece."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:38
msgid ""
"These value names appear as selectable options on the product page of the "
"eCommerce shop."
msgstr ""
"Estos nombres de valores aparecen como opciones seleccionables en la página "
"del producto de la tienda de comercio electrónico."
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
msgid ""
"Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n"
"the product form."
msgstr ""
"Periodos recurrentes configurados como variantes de producto en la pestaña \"Atributos y Variantes\" del\n"
"formulario del producto."
#: ../../content/applications/sales/subscriptions/ecommerce.rst:45
msgid ""
"With those configurations in place and saved, a :guilabel:`Product Variants`"
" column appears in the :guilabel:`Recurring Prices` tab. Proceed to assign "
"the different :guilabel:`Product Variants` to their corresponding recurrence"
" :guilabel:`Period` and :guilabel:`Price`."
msgstr ""
"Con esta configuración lista y guardada, aparecerá una columna "
":guilabel:`Variantes de producto` en la pestaña :guilabel:`Precios "
"recurrentes`. Asigne diferentes :guilabel:`Variantes de producto` a su "
"respectivo :guilabel:`Periodo` y :guilabel:`Precio` de recurrencia."
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
msgid "Product variants on the \"Time-based pricing\" tab of the product form."
msgstr ""
"Las variantes de producto en la pestaña *Precio basado en tiempo* del "
"formulario del producto. "
#: ../../content/applications/sales/subscriptions/ecommerce.rst:53
msgid ""
"After following those aforementioned steps, the product variants are "
"available for selection on the eCommerce product page."
msgstr ""
"Después de seguir los pasos anteriores, las variantes de producto estarán "
"disponibles para seleccionarlas en la página de producto de Comercio "
"electrónico."
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
msgid ""
"Recurrence periods configured as product variants on the eCommerce product "
"page."
msgstr ""
"Periodos recurrentes configurados como variantes de producto en la página "
"del producto del comercio electrónico. "
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3
msgid "Wire transfer"
msgstr "Transferencia bancaria"
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5
msgid ""
"The *wire transfer* payment method allows for payment instructions to be "
"shared with a customer after purchasing a product. With a subscription, "
"these payment instructions are shared every time the payment is renewed."
msgstr ""
"El método de pago por *transferencia bancaria* le permite compartir las "
"instrucciones de pago con sus clientes después de que compran un producto. "
"En caso de que se trate de una suscripción, entonces recibirán estas "
"instrucciones cada vez que deban renovar el pago."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10
msgid ""
"The wire transfer payment method requires minimal setup, but in most cases, "
"it is inefficient compared to other online payment providers. It is "
"recommended to use another payment provider with subscriptions, due to wire "
"transfers requiring manual confirmation for each payment."
msgstr ""
"Es necesario que haga ajustes mínimos para el método de pago por "
"transferencia bancaria, pero en la mayoría de los casos es ineficiente en "
"comparación con otros proveedores de pagos en línea. Le recomendamos que use"
" otro proveedor para las suscripciones, ya que deberá confirmar las "
"transferencias bancarias de cada pago de forma manual."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19
msgid ""
"To use the wire transfer payment method, first ensure the *Wire Transfer* "
"payment method is enabled."
msgstr ""
"Para utilizar el método de pago por *transferencia bancaria* primero debe "
"asegurarse de que está habilitado."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21
msgid ""
"To do so, begin by navigating to the *Payment Providers* page in either the "
"**Accounting**, **Website**, or **Sales** apps."
msgstr ""
"Vaya a la página *Proveedores de pago* en la aplicación **Contabilidad**, "
"**Sitio web** o **Ventas**."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24
msgid ""
"For example, navigate to :menuselection:`Accounting app --> Configuration "
"--> Online Payments: Payment Providers`, then click the :guilabel:`Wire "
"Transfer` card."
msgstr ""
"Por ejemplo, vaya a :menuselection:`Contabilidad --> Configuración --> Pagos"
" en línea: Proveedores de pago` y luego haga clic en la tarjeta "
":guilabel:`Transferencia bancaria`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28
msgid ""
"If the **Accounting** app is not installed, the *Payment Providers* page can"
" also be reached by navigating to :menuselection:`Website app --> "
"Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales "
"app --> Configuration --> Online Payments: Payment Providers`."
msgstr ""
"Si la aplicación **Contabilidad** no está instalada también puede entrar a "
"la página de *proveedores de pago* desde :menuselection:`Sitio web --> "
"Configuración --> Comercio electrónico: Proveedores de pago` o desde "
":menuselection:`Ventas --> Configuración --> Pagos en línea: Proveedores de "
"pago`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32
msgid ""
"Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire "
"transfers. Use the drop-down menus next to the :guilabel:`Company` and "
":guilabel:`Website` fields to set where wire transfers can be used."
msgstr ""
"Después, cambie el :guilabel:`estado` a :guilabel:`Activado` para habilitar "
"las transferencias bancarias. Use los menús desplegables que se encuentran "
"junto a los campos :guilabel:`Empresa` y :guilabel:`Sitio web` para definir "
"en dónde funcionarán las transferencias bancarias."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36
msgid ""
"The options in the :guilabel:`Configuration` tab can be used to customize "
"the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR"
" Codes` to enable the use of QR codes when paying by wire transfer, if "
"desired."
msgstr ""
"Use las opciones en la pestaña :guilabel:`Configuración` para personalizar "
"las transferencias bancarias. Por ejemplo, puede seleccionar la casilla "
"ubicada junto a :guilabel:`Habilitar códigos QR` para permitir el uso de "
"códigos QR al pagar mediante transferencia bancaria."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40
msgid ""
"Use the drop-down menu next to the :guilabel:`Communication` field to select"
" the communication type used on sales orders. Choose :guilabel:`Based on "
"Document Reference` to use the sales order (or invoice number), or "
":guilabel:`Based on Customer ID` to use the customer identifier. With either"
" method selected, communication is given to the customer, once they choose "
"the wire transfer payment method."
msgstr ""
"Utilice el menú desplegable que se ubica junto al campo "
":guilabel:`Comunicación` para seleccionar el tipo de comunicación a utilizar"
" en las órdenes de venta. Elija :guilabel:`Según el documento de referencia`"
" para utilizar el número de la orden de venta (o de la factura) o elija "
":guilabel:`Según el ID del cliente`. El cliente recibirá la comunicación una"
" vez que elija el método de pago por transferencia bancaria."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46
msgid ""
"The configuration options listed under the :guilabel:`Availability` section "
"are used to set payment restrictions, and are optional. Use the "
":guilabel:`Maximum Amount` field to set a maximum payment value, the "
":guilabel:`Currencies` field to restrict any currencies from being used for "
"payment, and the :guilabel:`Countries` field to restrict payment from any "
"particular countries, if desired."
msgstr ""
"Las opciones de configuración de la sección :guilabel:`Disponibilidad` se "
"utilizan para establecer restricciones de pago y son opcionales. Utilice el "
"campo :guilabel:`Monto máximo` para establecer un importe máximo de pago, el"
" campo :guilabel:`Divisas` para restringir el uso de algunas de ellas y el "
"campo :guilabel:`Países` para restringir el pago desde ciertos países."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51
msgid ""
"In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field "
"to add a message containing wire transfer information. This message is "
"displayed to the customer after confirming their order, as well as if the "
"order is marked as pending after the payment is processed."
msgstr ""
"Use el campo :guilabel:`Mensaje pendiente` de la pestaña "
":guilabel:`Mensajes` para agregar un mensaje que incluya la información "
"sobre la transferencia bancaria. El cliente verá este mensaje después de "
"confirmar su orden y ocurrirá lo mismo si su orden se marca como pendiente "
"luego de procesar el pago."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55
msgid ""
"If :doc:`a bank account <../../../finance/accounting/bank>` has already been"
" defined, the account number is automatically added to the default message "
"generated by Odoo. A bank account can also be added afterwards, and the "
"message updates with the appropriate bank information by clicking :icon:`fa-"
"refresh` :guilabel:`Reload pending message`."
msgstr ""
"Si ya definió :doc:`una cuenta bancaria <../../../finance/accounting/bank>`,"
" el número de cuenta se agregará de manera automática al mensaje "
"predeterminado generado por Odoo. También puede agregar una cuenta bancaria "
"después y el mensaje se actualizará con la información bancaria "
"correspondiente al hacer clic en :icon:`fa-refresh` :guilabel:`Volver a "
"cargar el mensaje pendiente`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60
msgid ""
"Once all necessary configuration settings are complete, the :icon:`fa-eye-"
"slash` :guilabel:`Unpublished` smart button located at the top of the page "
"automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the "
"wire transfer payment option is now visible to customers. Only keep the "
"payment method published if payments are ready to be received."
msgstr ""
"Una vez que haya realizado los ajustes necesarios, el botón inteligente "
":icon:`fa-eye-slash` :guilabel:`Sin publicar` ubicado en la parte superior "
"de la página cambiará a :icon:`fa-globe` :guilabel:`Publicado` en "
"automático, lo que significa que los clientes ahora pueden ver la opción de "
"pago por transferencia bancaria. Mantenga el método de pago publicado solo "
"si está listo para recibir pagos."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66
msgid ""
"It is possible to keep the payment method enabled, but **not** visible to "
"customers, until payments are ready to be received. To do that, set the "
"smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting "
"the :guilabel:`State` to :guilabel:`Enabled`."
msgstr ""
"Puede mantener el método de pago habilitado y **ocultárselo** a los clientes"
" hasta que esté listo para recibir pagos. Para ello, el botón inteligente "
"debe estar en :icon:`fa-eye-slash` :guilabel:`Sin publicar` luego de "
"establecer el :guilabel:`estado` en :guilabel:`Activado`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The wire transfer card enabled and published."
msgstr "La tarjeta de transferencia bancaria habilitada y publicada."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75
msgid "Test mode"
msgstr "Modo de prueba"
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77
msgid ""
"The wire transfer payment method can be tested before it is accessed by "
"customers by selecting the :guilabel:`Test Mode` option in the "
":guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, "
"an orange :guilabel:`Test mode` banner appears in the upper-right corner of "
"the form."
msgstr ""
"La opción :guilabel:`Modo de prueba` del campo :guilabel:`Estado` del "
"formulario le permite probar el método de pago por transferencia bancaria "
"antes de que los clientes puedan usarlo. Al seleccionar :guilabel:`Modo de "
"prueba` aparece un recuadro naranja en la esquina superior derecha del "
"formulario."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82
msgid ""
"Next, enter the credentials for a bank account with accessible transactions "
"in the :guilabel:`Messages` tab. To re-enable normal function after testing,"
" change the :guilabel:`State` setting to :guilabel:`Enabled`."
msgstr ""
"Después, en la pestaña :guilabel:`Mensajes`, proporcione las credenciales de"
" una cuenta bancaria que tenga acceso a transacciones. Cambie el "
":guilabel:`estado` a :guilabel:`Activado` para volver a activar el "
"funcionamiento normal luego de hacer pruebas."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87
msgid ""
"By default, the payment provider remains :guilabel:`Unpublished` in "
":guilabel:`Test Mode`, so it is not visible to visitors."
msgstr ""
"De forma predeterminada, el proveedor de pago se mantendrá :guilabel:`sin "
"publicar` en el :guilabel:`modo de prueba` para que los visitantes no lo "
"puedan ver."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91
msgid ""
"It is recommended to use the :guilabel:`Test Mode` setting on a duplicate "
"(or test) database to avoid potential issues with invoice numbering."
msgstr ""
"Le recomendamos usar el :guilabel:`modo de prueba` en una base de datos "
"duplicada (o de prueba) para evitar que haya problemas con la numeración de "
"sus facturas."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97
msgid "Pay by wire transfer"
msgstr "Pagar mediante transferencia bancaria"
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99
msgid ""
"With wire transfers :ref:`enabled and published <subscriptions/wire-"
"transfer-configuration>`, customers see wire transfers as an available "
"payment method at checkout when purchasing a product."
msgstr ""
"Una vez que haya :ref:`habilitado y publicado <subscriptions/wire-transfer-"
"configuration>` el método de transferencias bancarias, los clientes podrán "
"verlo al pagar cuando compren un producto."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102
msgid ""
"When this method is selected by a customer, they are shown the *Pending "
"Message* set in the :ref:`wire transfer configuration page "
"<subscriptions/wire-transfer-configuration>`, after confirming their "
"purchase. Once the purchase is confirmed, a sales order is created."
msgstr ""
"Cuando un cliente seleccione este método verá el *mensaje pendiente* "
"establecido en la :ref:`página de configuración de transferencia bancaria "
"<subscriptions/wire-transfer-configuration>` luego de confirmar su compra y "
"la orden de venta se creará después. "
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The wire transfer pending message shown to customers."
msgstr ""
"El mensaje de transferencia bancaria pendiente que le aparece a los "
"clientes."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111
msgid ""
"Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until"
" both the payment is received, *and* the order is confirmed manually, using "
"the :guilabel:`Confirm` button on the sales order."
msgstr ""
"Las órdenes en línea permanecen en la etapa de *Cotización enviada* (es "
"decir, orden sin pagar) hasta que reciba el pago *y* confirme la orden de "
"forma manual con el botón :guilabel:`Confirmar` que se encuentra en la orden"
" de venta."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115
msgid ""
"To begin processing the payment, navigate to :menuselection:`Sales app --> "
"Orders --> Orders`, and click the corresponding sales order. Ensure the "
"sales order is correct, then click :guilabel:`Confirm` to confirm the sales "
"order."
msgstr ""
"Vaya a :menuselection:`Ventas --> Órdenes --> Órdenes` para procesar el pago"
" y haga clic en la orden correspondiente. Asegúrese de que la orden de venta"
" es correcta y luego haga clic en :guilabel:`Confirmar`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119
msgid ""
"Next, click the new :guilabel:`Create Invoice` button, then choose "
":guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A "
"draft of the invoice appears. Click :guilabel:`Confirm` to validate the "
"invoice."
msgstr ""
"Después, haga clic en el nuevo botón :guilabel:`Crear factura`, seleccione "
":guilabel:`Factura regular` y haga clic en :guilabel:`Crear borrador de "
"factura`. Aparecerá el borrador de la factura, solo haga clic en "
":guilabel:`Confirmar` para validarla. "
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123
msgid ""
"To send this invoice to the customer, click the :guilabel:`Send & Print` "
"button. A :guilabel:`Send` pop-up window appears, with an email template "
"configured, and a PDF invoice attached."
msgstr ""
"Haga clic en el botón :guilabel:`Enviar e imprimir` para enviársela al "
"cliente. Esta acción abre la ventana emergente :guilabel:`Enviar` con una "
"plantilla de correo preconfigurada y con la factura adjunta en formato PDF."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126
msgid ""
"Ensure the information is correct, then click :guilabel:`Send & Print`. The "
"pop-up window disappears, and the :guilabel:`Send & Print` button turns gray"
" to show the invoice has been sent."
msgstr ""
"Asegúrese de que la información es correcta y haga clic en :guilabel:`Enviar"
" e imprimir`. La ventana emergente desaparece y el botón :guilabel:`Enviar e"
" imprimir` cambia a color gris para indicar que ya la envió. "
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130
msgid ""
"The default template for sending an invoice can be modified by navigating to"
" :menuselection:`Settings app --> Companies --> Email Templates --> Review "
"All Templates --> Invoice: Sending`."
msgstr ""
"Es posible modificar la plantilla predeterminada que se utiliza para enviar "
"facturas desde :menuselection:`Ajustes --> Empresas --> Plantillas de correo"
" electrónico --> Revisar todas las plantillas --> Factura: Envío`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134
msgid ""
"Next, click the :guilabel:`Register payment` button on the invoice page. A "
"pop-up window titled, :guilabel:`Register Payment`, appears with options for"
" selecting the type of payment. In the :guilabel:`Journal` field, select "
":guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment "
"Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and "
":guilabel:`Payment Date` are correct, then click the :guilabel:`Create "
"Payment` button."
msgstr ""
"Después haga clic en el botón :guilabel:`Registrar pago` en la página de la "
"factura, aparecerá la ventana emergente :guilabel:`Registrar pago` con "
"opciones para seleccionar el tipo de pago. En el campo :guilabel:`Diario` "
"seleccione :guilabel:`Banco` en el menú desplegable y luego configure el "
":guilabel:`método de pago` como :guilabel:`Manual`. Verifique que el "
":guilabel:`importe` y la :guilabel:`fecha de pago` sean correctos y haga "
"clic en el botón :guilabel:`Crear pago`."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The register payment pop-up window."
msgstr "Ventana emergente de registro de pagos. "
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144
msgid ""
"The customer invoice is revealed with a green :guilabel:`In Payment` banner "
"in the upper-right corner. At this point, the flow is now complete."
msgstr ""
"La factura del cliente ahora tiene una cinta verde en la esquina superior "
"derecha con el mensaje :guilabel:`En proceso de pago` y el flujo está "
"completo."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1
msgid "The green in payment banner displayed on the invoice."
msgstr "La cinta verde de \"En proceso de pago\" que aparece en la factura."
#: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152
msgid ""
"If payment has been received before sending the invoice, such as in cash, "
"the payment can still be registered in Odoo by clicking the "
":guilabel:`Register Payment` button, and creating the payment *before* "
"clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the "
":guilabel:`Send & Print` button, a new line is automatically added to the "
"invoice message, stating the invoice is already paid."
msgstr ""
"Si recibió el pago antes de enviar la factura (por ejemplo, en efectivo) "
"podrá registrarlo en Odoo si hace clic en el botón :guilabel:`Registrar "
"pago`, luego deberá crear el pago *antes* de hacer clic en :guilabel:`Enviar"
" y imprimir`. Cuando envíe la factura con el botón :guilabel:`Enviar y "
"imprimir` aparecerá una nueva línea en mensaje de la factura de forma "
"automática que menciona que la factura ya está pagada."
#: ../../content/applications/sales/subscriptions/plans.rst:3
msgid "Subscription plans"
msgstr "Planes de suscripción "
#: ../../content/applications/sales/subscriptions/plans.rst:5
msgid ""
"*Subscription plans* are :doc:`quotation templates "
"</applications/sales/sales/send_quotations/quote_template>` used to "
"preconfigure quotations with subscription products. Use subscription plans "
"to quickly create subscription orders."
msgstr ""
"Los *Planes de suscripción* son :doc:`plantillas de cotización "
"</applications/sales/sales/send_quotations/quote_template>` que se usan para"
" pre-configurar cotizaciones con los productos de suscripción. Use los "
"planes de suscripción para crear rápidamente órdenes de suscripción. "
#: ../../content/applications/sales/subscriptions/plans.rst:10
msgid "Configure subscription plans"
msgstr "Configure planes de suscripción "
#: ../../content/applications/sales/subscriptions/plans.rst:12
msgid ""
"To configure subscription plans, go to :menuselection:`Subscriptions --> "
"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
"or select an existing plan to edit it."
msgstr ""
"Para configurar planes de suscripción, vaya a :menuselection:`Suscripciones "
"--> Configuración --> Planes`. Luego, haga clic en :guilabel:`Nuevo` para "
"crear un nuevo plan o seleccionar uno ya existente para editarlo. "
#: ../../content/applications/sales/subscriptions/plans.rst:15
msgid ""
"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
"app, subscription plans use the same form as quotation templates."
msgstr ""
"Puesto que la aplicación *Suscripciones* de Odoo está estrechamente "
"integrada con la aplicación *Ventas*, los planes de suscripción usan el "
"mismo formulario como plantillas de cotización. "
#: ../../content/applications/sales/subscriptions/plans.rst-1
msgid "Subscription plan (quotation template) configuration form."
msgstr ""
"Configuración del formulario del plan de suscripción (plantilla de "
"cotización) "
#: ../../content/applications/sales/subscriptions/plans.rst:22
msgid "The subscription plan form contains the following options:"
msgstr ""
"El formulario del plan de suscripción incluye las siguientes opciones: "
#: ../../content/applications/sales/subscriptions/plans.rst:24
msgid ""
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
"page."
msgstr ""
":guilabel:`Nombre`: introduzca un nombre para el plan de suscripción en la "
"aparte superior de la página. "
#: ../../content/applications/sales/subscriptions/plans.rst:25
msgid ""
":guilabel:`Quotation expires after`: Enter the number of days after which "
"the quotation expires, starting from the day the quotation is sent to the "
"customer. Leave this field at zero for the quotation to never expire."
msgstr ""
":guilabel:`La cotización vence después de`: introduzca el número de días "
"después de los cuales la cotización vence, comenzando desde el día en que "
"envía la cotización al cliente. Deje este campo en cero para que la "
"cotización no tenga fecha de vencimiento."
#: ../../content/applications/sales/subscriptions/plans.rst:28
msgid ""
":guilabel:`Online Confirmation`: Check the boxes next to "
":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
"confirm their subscription order by signing or paying for the quotation. "
"Enable both to leave the choice to the customer. Enable neither to only "
"confirm the quotation in the backend."
msgstr ""
":guilabel:`Confirmación en línea`: seleccione las casillas junto a "
":guilabel:`Firma` o :guilabel:`Pago` para permitir que el cliente confirme "
"su orden de suscripción al firmar o pagar la cotización. Active ambos campos"
" para que el cliente pueda escoger una opción. Deje ambos en blanco para "
"confirmar la cotización solo desde el backend. "
#: ../../content/applications/sales/subscriptions/plans.rst:32
msgid ""
":guilabel:`Confirmation Mail`: Select an :doc:`email template "
"</applications/general/companies/email_template>` for the confirmation email"
" that is automatically sent to the customer after the quotation is "
"confirmed. Leave this field blank to send nothing."
msgstr ""
":guilabel:`Correo de confirmación`: seleccione una :doc:`plantilla de correo"
" electrónico </applications/general/companies/email_template>` para el "
"correo de confirmación que se enviará de forma automática al cliente después"
" de confirmar la cotización. Deje este campo vacío para no enviar nada."
#: ../../content/applications/sales/subscriptions/plans.rst:37
msgid ""
"To create a new email template, enter a name for the template, then click "
":guilabel:`Create and edit`."
msgstr ""
"Para crear una nueva plantilla de correo electrónico, introduzca un nombre "
"para la plantilla, luego haga clic :guilabel:`Crear y editar`."
#: ../../content/applications/sales/subscriptions/plans.rst:39
msgid ""
"To edit an existing email template, select one from the drop-down menu, then"
" click on the :guilabel:`Internal link` arrow at the end of the line."
msgstr ""
"Para editar una plantilla de correo que ya existe, seleccione una del menú "
"desplegable, luego haga clic en la flecha del :guilabel:`enlace interno` al "
"final de la línea. "
#: ../../content/applications/sales/subscriptions/plans.rst:42
msgid ""
":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
"recurrence periods available here are the same ones that are configured in "
":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
msgstr ""
":guilabel:`Recurrencia`: seleccione el periodo recurrente que usará el plan."
" Los periodos recurrentes que están disponibles aquí son los mismos que "
"están configurados en :menuselection:`Suscripciones --> Configuración --> "
"Periodos Recurrentes`."
#: ../../content/applications/sales/subscriptions/plans.rst:46
msgid ""
"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
"subscription plan and enables the following additional options:"
msgstr ""
"Seleccionar una :guilabel:`recurrencia` convierte la plantilla de cotización"
" en un plan de suscripción y activa las siguientes opciones adicionales: "
#: ../../content/applications/sales/subscriptions/plans.rst:49
msgid ""
":guilabel:`Duration`: Choose whether the subscription plan has no end date "
"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
msgstr ""
":guilabel:`Duración`: elija si el plan de suscripción no tiene fecha de "
"finalización (:guilabel:`para siempre`) o una duración :guilabel:`fija`. "
#: ../../content/applications/sales/subscriptions/plans.rst:52
msgid ""
"If the duration is :guilabel:`Forever`, then the subscription plan will "
"continually renew until either the customer or the company manually ends the"
" subscription."
msgstr ""
"Si establece la duración como :guilabel:`para siempre`, entonces el plan de "
"suscripción se renovará hasta que el cliente o la empresa finalicen "
"manualmente la suscripción. "
#: ../../content/applications/sales/subscriptions/plans.rst:54
msgid ""
"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
"date, which determines the amount of time after which the subscription will "
"automatically end."
msgstr ""
"Si establece la duración como :guilabel:`fija`, entonces introduzca una "
"fecha de :guilabel:`terminar después de` , lo que determina la cantidad de "
"tiempo tras la cual la suscripción terminará automáticamente. "
#: ../../content/applications/sales/subscriptions/plans.rst:57
msgid ""
":guilabel:`Self Closable`: Check this box to enable the customer to "
"terminate their subscription from the :doc:`customer portal "
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
msgstr ""
":guilabel:`Autocancelable`: seleccione esta casilla para permitir que el "
"cliente cancele su suscripción desde el :doc:`portal de cliente "
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
#: ../../content/applications/sales/subscriptions/plans.rst:60
msgid ""
":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
" subscriptions *past* the due date are automatically closed."
msgstr ""
":guilabel:`Cancelación automática`: introduzca el número de días tras los "
"cuales las suscripciones *pendientes de pago* que *pasaron* la fecha límite "
"de pago se cancelan automáticamente. "
#: ../../content/applications/sales/subscriptions/plans.rst:62
msgid ""
":guilabel:`Invoicing Journal`: Select the accounting journal in which "
"invoices for this subscription plan are recorded. Leave this field blank to "
"use the sales journal with the lowest sequence."
msgstr ""
":guilabel:`Diario contable`: seleccione el diario contable en el cual se "
"registrarán las facturas para este plan de suscripción. Deje este campo en "
"blanco para usar el diario de ventas con la secuencia más baja. "
#: ../../content/applications/sales/subscriptions/plans.rst-1
msgid "Subscription plan with Recurrence selected."
msgstr "Plan de suscripción con Recurrencia seleccionada"
#: ../../content/applications/sales/subscriptions/plans.rst:70
msgid ""
"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
"Click :guilabel:`Add a product`, select a product to include in the plan, "
"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
" as many products as desired to the order lines."
msgstr ""
"En la pestaña :guilabel:`Líneas`, cree las líneas de la orden para la "
"cotización. Haga clic en :guilabel:`Agregar un producto`, selecciones un "
"producto para incluir el plan, y luego introduzca la :guilabel:`cantidad` y"
" la :guilabel:`unidad de medida`. Agregue tantos productos como quiera a las"
" líneas de la orden."
#: ../../content/applications/sales/subscriptions/plans.rst:74
msgid ""
"In the :guilabel:`Optional Products` tab, enter any optional products that "
"the customer can add to their quotation before confirming the order."
msgstr ""
"En la pestaña :guilabel:`Productos opcionales` , introduzca cualquiera de "
"los productos opcionales que el cliente pueda añadir a su cotización antes "
"de confirmar la orden. "
#: ../../content/applications/sales/subscriptions/plans.rst:77
msgid ""
"If the subscription plan has unique :doc:`terms and conditions "
"</applications/finance/accounting/customer_invoices/terms_conditions>`, add "
"them in the :guilabel:`Terms & Conditions` tab. If terms conditions are "
"specified on a plan, these will be used instead of the default terms and "
"conditions set up in the *Sales* app settings."
msgstr ""
"Si el plan de suscripción tiene :doc:`términos y condiciones "
"</applications/sales/sales/send_quotations/terms_and_conditions>`, "
"especiales, agreguelos en la pestaña :guilabel:`Términos y Condiciones`. Si "
"los términos y condiciones están especificados en un plan, se usarán estos "
"en lugar de los términos y condiciones predeterminados establecidos en los "
"ajustes de la aplicación *Ventas*."
#: ../../content/applications/sales/subscriptions/plans.rst-1
msgid "Subscription plan Terms & Conditions tab."
msgstr "Pestaña de Términos y Condiciones del plan de suscripción "
#: ../../content/applications/sales/subscriptions/plans.rst:87
msgid "Use subscription plans on quotations"
msgstr "Use los planes de suscripción en las cotizaciones "
#: ../../content/applications/sales/subscriptions/plans.rst:89
msgid ""
"Quotations for subscription products can be created in both the "
"*Subscriptions* app and the *Sales* app."
msgstr ""
"Lac cotizaciones para los productos de suscripción se pueden crear tanto en "
"la aplicación *Suscripciones* como en *Ventas. "
#: ../../content/applications/sales/subscriptions/plans.rst:92
msgid ""
"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
"create a new quotation. Then, select a subscription plan in the "
":guilabel:`Subscription Plan` field."
msgstr ""
"Desde el tablero de :guilabel:`Suscripciones`, haga clic en "
":guilabel:`Nuevo` para crear una nueva cotización. Luego, seleccione un plan"
" de suscripción en el campo :guilabel:`Plan de suscripción`. "
#: ../../content/applications/sales/subscriptions/plans.rst:95
msgid ""
"The :guilabel:`Recurrence`, products, and other information from the plan "
"are automatically filled in. The quotation can then be modified further as "
"needed."
msgstr ""
"La :guilabel:`recurrencia`, los productos y otros campos del plan se llenan "
"automáticamente. La cotización se puede modificar después si es necesario. "
#: ../../content/applications/sales/subscriptions/plans.rst:98
msgid ""
"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
"Template` field."
msgstr ""
"Desde el tablero de :guilabel:`Ventas` , haga clic en :guilabel:`Nuevo` para"
" crear una nueva cotización. Luego, seleccione un plan de suscripción en el "
"campo :guilabel:`Plantilla de cotización`."
#: ../../content/applications/sales/subscriptions/plans.rst:101
msgid ""
"All subscription orders will appear on the :guilabel:`Subscriptions` "
"dashboard regardless of whether they were created in the *Subscriptions* app"
" or the *Sales* app."
msgstr ""
"Todas las órdenes de suscripción aparecerán en el tablero de "
":guilabel:`Suscripciones` sin importar si se crearon en la aplicación "
"*Suscripciones* or *Ventas*."
#: ../../content/applications/sales/subscriptions/products.rst:3
msgid "Subscription products"
msgstr "Productos de suscripción"
#: ../../content/applications/sales/subscriptions/products.rst:5
msgid ""
"By closely integrating with the Odoo *Sales* app, the *Subscriptions* app "
"enables users to sell subscription products alongside regular sales "
"products. While regular products are sold on a one-time basis, subscription "
"products are sold on a renewing basis, generating recurring revenue."
msgstr ""
"Al integrar las aplicaciones *Ventas* y *Suscricpiones* de Odoo, los "
"usuarios pueden vender productos de suscripción junto con productos "
"normales. Mientras que los productos normales se venden una vez, los "
"productos de suscripción se venden por renovación, y así se genera un "
"ingreso recurrente."
#: ../../content/applications/sales/subscriptions/products.rst:9
msgid "In Odoo, subscription products are also called *recurring* products."
msgstr ""
"En Odoo, los productos de suscripción también reciben el nombre de productos"
" *recurrentes*."
#: ../../content/applications/sales/subscriptions/products.rst:12
msgid "Configure recurrence periods"
msgstr "Configurar periodos recurrentes "
#: ../../content/applications/sales/subscriptions/products.rst:14
msgid ""
"To get started with subscriptions, the *recurrence periods* must be properly"
" configured, as needed."
msgstr ""
"Para iniciar con las suscripciones, primero asegúrese de que los *periodos "
"recurrentes* estén configurados de acuerdo con sus necesidades. "
#: ../../content/applications/sales/subscriptions/products.rst:16
msgid ""
"Recurrence periods are the time periods in which subscriptions renew. They "
"designate how often the customer pays for (and receives) subscription "
"products."
msgstr ""
"Los periodos recurrentes son los periodos de tiempo en los que las "
"suscripciones se renuevan. Designan cada cuánto el cliente debe pagar por (y"
" recibir) los productos de suscripción. "
#: ../../content/applications/sales/subscriptions/products.rst:19
msgid ""
"To configure recurrence periods, go to :menuselection:`Subscriptions app -->"
" Configuration --> Recurrence periods`."
msgstr ""
"Para configurar los periodos recurrentes, vaya a "
":menuselection:`Suscripciones --> Configuración --> Periodos Recurrentes`."
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "The recurrence periods page in Odoo Subscriptions application."
msgstr "La página de periodos recurrentes en Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/products.rst:26
msgid ""
"The *Subscriptions* app comes with some basic recurrence periods already "
"configured:"
msgstr ""
"La aplicación *Suscripciones* ya tiene configurados algunos periodos de "
"recurrencia básicos. "
#: ../../content/applications/sales/subscriptions/products.rst:28
msgid ":guilabel:`Monthly`"
msgstr ":guilabel:`Mensual`"
#: ../../content/applications/sales/subscriptions/products.rst:29
msgid ":guilabel:`Quarterly`"
msgstr ":guilabel:`Trimestral`"
#: ../../content/applications/sales/subscriptions/products.rst:30
msgid ":guilabel:`Weekly`"
msgstr ":guilabel:`Semanal`"
#: ../../content/applications/sales/subscriptions/products.rst:31
msgid ":guilabel:`2 Weeks`"
msgstr ":guilabel:`Cada 2 semanas`"
#: ../../content/applications/sales/subscriptions/products.rst:32
msgid ":guilabel:`Yearly`"
msgstr ":guilabel:`Anual`"
#: ../../content/applications/sales/subscriptions/products.rst:33
msgid ":guilabel:`3 Years`"
msgstr ":guilabel:`Cada 3 años`"
#: ../../content/applications/sales/subscriptions/products.rst:34
msgid ":guilabel:`5 Years`"
msgstr ":guilabel:`Cada 5 años`"
#: ../../content/applications/sales/subscriptions/products.rst:36
msgid "New recurrence periods can be added and/or edited at any time."
msgstr ""
"Puede agregar nuevos periodos de recurrencia o editarlo en cualquier "
"momento. "
#: ../../content/applications/sales/subscriptions/products.rst:38
msgid ""
"To create a new recurrence period, click :guilabel:`New` on the "
":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence "
"period form."
msgstr ""
"Para crear un nuevo periodo de recurrencia, haga clic en :guilabel:`Nuevo` "
"en la página de :guilabel:`Periodos de recurrencia`, y de esta forma, se "
"abrirá un formulario en blanco para un periodo de recurrencia. "
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "A recurrence period form in Odoo Subscriptions application."
msgstr ""
"Un formulario de periodo de recurrencia en la aplicación Suscripciones de "
"Odoo."
#: ../../content/applications/sales/subscriptions/products.rst:45
msgid ""
"Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the "
"recurrence period, and select the :guilabel:`Unit` that defines the "
"duration."
msgstr ""
"Luego, escriba el :guilabel:`nombre` y la :guilabel:`duración` del periodo "
"de recurrencia y seleccione la :guilabel:`unidad` que definirá la duración. "
#: ../../content/applications/sales/subscriptions/products.rst:49
msgid ""
"The unit :guilabel:`Days` *cannot* be used as a recurrence period on "
"subscriptions. The daily recurrence is meant for rentals, and **cannot** be "
"added on recurring subscription sales orders."
msgstr ""
"*No* podrá usar la unidad de :guilabel:`días` como un periodo de recurrencia"
" en las suscripciones, pues este tipo de recurrencia está hecha para los "
"alquileres y **no** se puede agregar a las órdenes de ventas de "
"suscripciones recurrentes. "
#: ../../content/applications/sales/subscriptions/products.rst:52
msgid ""
"This limitation is there to avoid sales orders that would generate daily "
"invoices."
msgstr ""
"Esta limitación existe para evitar que las órdenes de ventar generen "
"facturas diarias. "
#: ../../content/applications/sales/subscriptions/products.rst:55
msgid "Product form configuration"
msgstr "Configuración del formulario de productos"
#: ../../content/applications/sales/subscriptions/products.rst:57
msgid ""
"To create a new subscription product, navigate to "
":menuselection:`Subscriptions app --> Products --> Products`, and click "
":guilabel:`New`."
msgstr ""
"Para crear un nuevo producto de suscripción vaya a "
":menuselection:`Suscripciones --> Productos --> Productos` y haga clic en "
":guilabel:`Nuevo`. "
#: ../../content/applications/sales/subscriptions/products.rst:60
msgid ""
"Doing so reveals a blank product form, which can be configured and "
"customized in a number of ways."
msgstr ""
"Aparecerá un formulario de producto en blanco que podrá configurar y "
"personalizar de varias formas."
#: ../../content/applications/sales/subscriptions/products.rst:63
msgid ""
"By default, the :guilabel:`Recurring` option is already enabled, prompting "
"Odoo to recognize it as a subscription product. Be sure to leave the "
":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled."
msgstr ""
"El nuevo producto tendra automáticamente seleccionada la casilla de "
":guilabel:`Recurrente`, esto le permite a Odoo reconocerlo como un producto "
"de suscripción. Asegúrese de dejar activadas las opciones "
":guilabel:`Recurrente` y :guilabel:`Se puede vender`. "
#: ../../content/applications/sales/subscriptions/products.rst:67
msgid ""
"The :guilabel:`Product Type` field is set to :guilabel:`Service` by default,"
" as well. However, subscription products *can* be set to other types, if "
"needed."
msgstr ""
"El campo :guilabel:`Tipo de producto` está configurado como "
":guilabel:`Servicio` de forma predeterminada, pero *puede* configurar los "
"productos de suscripción con otros tipos en caso de que sea necesario."
#: ../../content/applications/sales/subscriptions/products.rst:71
msgid ""
"When creating a physical subscription product in the Odoo **Sales** "
"application, the :guilabel:`Invoicing Policy` must be set to "
":guilabel:`Ordered quantities`."
msgstr ""
"Al crear un producto de suscripción física en **Ventas** de Odoo, la "
":guilabel:`política de facturación` debe estar configurada como "
":guilabel:`Cantidad ordenada`."
#: ../../content/applications/sales/subscriptions/products.rst:74
msgid ""
"Setting it to :guilabel:`Delivered quantities` causes issues with invoice "
"creation, and disrupts the subscription process."
msgstr ""
"Si selecciona :guilabel:`Cantidades entregadas` habrá errores al crear "
"facturas e interrumpirá el proceso de suscripción."
#: ../../content/applications/sales/subscriptions/products.rst:77
msgid ""
"Similarly, when creating a physical subscription product in the Odoo "
"**Subscriptions** application, the :guilabel:`Invoicing Policy` must **not**"
" be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same "
"reasons."
msgstr ""
"De manera similar, al crear un producto de suscripción física en "
"**Suscripciones** de Odoo, la :guilabel:`política de facturación` **no** "
"debe ser :guilabel:`Basado en cantidad entregada (manual)` por los mismos "
"motivos. "
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "A basic subscription product form in Odoo Subscriptions application."
msgstr ""
"Un formulario de un producto de suscripción básico en Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/products.rst:86
msgid "Time-based pricing"
msgstr "Precio basado en tiempo "
#: ../../content/applications/sales/subscriptions/products.rst:88
msgid ""
"Once the desired fields in the :guilabel:`General Information` tab have been"
" entered, click the :guilabel:`Time-based pricing` tab on the product form."
msgstr ""
"Una vez que haya completado los campos que desee en la pestaña "
":guilabel:`Información general`, haga clic en la pestaña :guilabel:`Precio "
"según el tiempo`."
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid ""
"The time-based pricing tab on a subscription product form in Odoo "
"Subscriptions."
msgstr ""
"Pestaña tiempo según el precio en un formulario de un producto de "
"suscripción en Suscripciones de Odoo. "
#: ../../content/applications/sales/subscriptions/products.rst:95
msgid ""
"From here, click :guilabel:`Add a price` to begin defining recurring prices."
msgstr ""
"Desde aquí, haga clic en :guilabel:`Agregar un precio` para empezar a "
"definir los precios recurrentes. "
#: ../../content/applications/sales/subscriptions/products.rst:97
msgid ""
"In the :guilabel:`Period` column, select a desired recurrence period. In the"
" :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the "
":guilabel:`Price` column, enter the price for that recurrence period."
msgstr ""
"En la columna :guilabel:`Periodo`, seleccione el periodo de recurrencia que"
" desee. Si lo requiere, puede seleccionar una lista de precios en la columna"
" :guilabel:`Lista de precios`. Luego, en la columna :guilabel:`Precio`, "
"escriba el precio para ese periodo recurrente. "
#: ../../content/applications/sales/subscriptions/products.rst:102
msgid ""
":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on "
"recurring products."
msgstr ""
"Los periodos :guilabel:`diario` y :guilabel:`por hora` no se pueden usar en "
"los productos recurrentes. "
#: ../../content/applications/sales/subscriptions/products.rst:0
msgid "The validation error pop-up window that appears in Odoo Subscriptions."
msgstr ""
"La ventana emergente de error de validación que aparece en Suscripciones de "
"Odoo."
#: ../../content/applications/sales/subscriptions/products.rst:109
msgid ""
"There is *no limit* to how many lines can be added to the :guilabel:`Time-"
"based pricing` table."
msgstr ""
"*No hay límite* para las líneas que puede agregar a la tabla de "
":guilabel:`precio según el tiempo` "
#: ../../content/applications/sales/subscriptions/products.rst:112
msgid ""
"An existing product can be made into a subscription product, simply by "
"marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based "
"pricing` on the product form."
msgstr ""
"Un producto existente se puede convertir a producto de suscripción si lo "
"marca como :guilabel:`recurrente` y lo configura con :guilabel:`precio "
"basado en tiempo` en el formulario del producto. "
#: ../../content/applications/sales/subscriptions/products.rst:118
msgid ""
":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with"
" subscription products to give special pricing to customers included in "
"pricelists."
msgstr ""
":doc:`Listas de precio <../sales/products_prices/prices/pricing>` can be "
"used with subscription products to give special pricing to customers "
"included in pricelists."
#: ../../content/applications/sales/subscriptions/products.rst:121
msgid ""
"This can be configured either in the :guilabel:`Time-based pricing` tab of "
"the product form, or on the pricelist form in the *Sales* application."
msgstr ""
"Esto se puede configurar en la pestaña :guilabel:`Precio según el tiempo` "
"en el formulario del producto, o en el formulario de la lista de precios en "
"la aplicación *Ventas*. "
#: ../../content/applications/sales/subscriptions/products.rst:124
msgid ""
"To create recurring price rules for specific pricelists in the "
":guilabel:`Time-based pricing` tab of the product form, select a pricelist "
"in the :guilabel:`Pricelist` column."
msgstr ""
"Para crear reglas de precio recurrentes para listas de precios específicas "
"en la pestaña :guilabel:`Precio basado en tiempo` del formulario de "
"producto, seleccione una lista de precios en la columna :guilabel:`Listas de"
" precios`."
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "Pricelists in the \"Time-based pricing\" tab of the product form."
msgstr "Listas de precios en la pestaña \"Precios basados en tiempo\". "
#: ../../content/applications/sales/subscriptions/products.rst:131
msgid ""
"When pricelists are added to the :guilabel:`Time-based pricing` tab, the "
"pricelist form in the *Sales* app is automatically updated."
msgstr ""
"Cuando las lista de precios se agregan a la pestaña :guilabel:`Precios "
"basados en tiempo`, el formulario de la lista de precios en la aplicación "
"*Ventas* se actualiza automáticamente. "
#: ../../content/applications/sales/subscriptions/products.rst:134
msgid ""
"Time-based pricing rules can also be configured directly on the pricelist "
"form."
msgstr ""
"Las reglas de los precios según el tiempo también se pueden configurar "
"directamente en el formulario de la lista de precios."
#: ../../content/applications/sales/subscriptions/products.rst:136
msgid ""
"To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, "
"and select a pricelist (or click :guilabel:`New` to create a new pricelist)."
msgstr ""
"Para hacerlo, vaya a :menuselection:`Ventas --> Productos --> Listas de "
"precio` y seleccione una lista de precios (o haga clic en :guilabel:`Nuevo` "
"para crear una nueva lista). "
#: ../../content/applications/sales/subscriptions/products.rst:140
msgid ""
"Pricelists are also accessible through the Odoo *Subscriptions* app by "
"following the same menu steps."
msgstr ""
"También puede acceder a las listas de precios mediante la aplicación "
"Suscripciones con los mismos del menú."
#: ../../content/applications/sales/subscriptions/products.rst:143
msgid ""
"Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, "
"click :guilabel:`Add a line`."
msgstr ""
"Luego, en el formulario de la lista de precios, en la pestaña "
":guilabel:`Reglas según el tiempo`, haga clic en :guilabel:`Agregar una "
"línea`. "
#: ../../content/applications/sales/subscriptions/products.rst-1
msgid "The time-based rules tab on a pricelist form in Odoo Sales."
msgstr ""
"La pestaña de reglas según el tiempo en un formulario de lista de precios en"
" Ventas de Odoo."
#: ../../content/applications/sales/subscriptions/products.rst:150
msgid ""
"Then, select a subscription product in the :guilabel:`Products` column, and "
"select a recurrence period in the :guilabel:`Period` column. Lastly, enter a"
" :guilabel:`Price` for that particular product and period. Add as many lines"
" as needed."
msgstr ""
"Luego, seleccione un producto de suscripción en la columna "
":guilabel:`Productos` y seleccione un periodo recurrente en la columna "
":guilabel:`Periodo`. Introduzca un :guilabel:`precio` para ese producto y "
"periodo particulares. Agregue tantas líneas como necesite. "
#: ../../content/applications/sales/subscriptions/products.rst:154
msgid ""
"When :guilabel:`Time-based rules` are added to the pricelist form, the "
":guilabel:`Time-based pricing` tab of the product form is automatically "
"updated."
msgstr ""
"La pestaña :guilabel:`Precios por tiempo` del formulario del producto se "
"actualiza en automático cuando agrega :guilabel:`reglas por tiempo` al "
"formulario de la lista de precios."
#: ../../content/applications/sales/subscriptions/products.rst:158
msgid ":doc:`ecommerce`"
msgstr ":doc:`ecommerce`"
#: ../../content/applications/sales/subscriptions/renewals.rst:3
msgid "Renew subscriptions"
msgstr "Renovar suscripciones"
#: ../../content/applications/sales/subscriptions/renewals.rst:5
msgid ""
"The foundation of any subscription business model is recurring payments. "
"This is when customers reliably pay a regular amount at specific intervals, "
"in exchange for access to a subscription product or service."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:9
msgid ""
"Subscription renewal is the process customers follow when they willingly "
"choose to continue participating in, and paying for, a subscription product "
"or service."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:12
msgid ""
"Subscribers experience the renewal process at different intervals -- weekly,"
" monthly, annually, etc. -- depending on the duration of the agreed-upon "
"contract."
msgstr ""
"El proceso de renovación de las suscripciones puede ocurrir en distintos "
"intervalos, como semanal, mensual, anual y otros según la duración del "
"contrato acordado."
#: ../../content/applications/sales/subscriptions/renewals.rst:15
msgid ""
"Most companies that offer subscriptions prefer to automate the renewal "
"process for customers. However, manual subscription renewals are still used "
"in some cases."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:18
msgid ""
"With the Odoo **Subscriptions** application, a company can manage all of its"
" subscriptions in one place. Renewals can be processed automatically, or "
"manually, include additional products or upsells per renewal order, and be "
"filtered in batch views to quickly locate customers who need to renew their "
"subscriptions."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:24
msgid "Subscription renewals"
msgstr "Renovación de suscripciones"
#: ../../content/applications/sales/subscriptions/renewals.rst:26
msgid ""
"In order to renew a subscription, a quotation with a subscription product "
"**must** be confirmed, with a configured *Recurring Plan* selected."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:29
msgid ""
"To open a subscription quotation, navigate to :menuselection:`Subscriptions "
"app --> Subscriptions --> Quotations`, and select the desired quotation from"
" the list. Or, create a new one by clicking :guilabel:`New` to open a new "
"quotation form."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:34
msgid "Only a singular product is required."
msgstr "Solo es necesario un producto en particular. "
#: ../../content/applications/sales/subscriptions/renewals.rst:35
msgid ""
"A subscription service counts as a product, as it is considered a recurring "
"product."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:37
msgid ""
"Subscription quotations **must** be confirmed, and payment from the customer"
" for the initial subscription **must** be invoiced and registered in order "
"to successfully open a *Renewal Quotation*."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:42
msgid ""
"For more information on the above process of confirming quotations and "
"invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations`"
" - :doc:`../sales/send_quotations/get_paid_to_validate`"
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:47
msgid ""
"Once the payment from the subscription quotation is confirmed, the quotation"
" turns into a sales order. An :guilabel:`In Progress` tag is applied to the "
"sales order form, and a series of buttons also appear at the top of the "
"sales order, including a :guilabel:`Renew` button."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "Renew button on subscription sales order with Odoo Subscriptions."
msgstr ""
"El botón \"Renovar\" en la orden de venta de la suscripción en la aplicación"
" Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/renewals.rst:55
msgid ""
"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new "
"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag."
msgstr ""
"Cuando hace clic en el botón :guilabel:`Renovar`, Odoo presenta una nueva "
"cotización de renovación de forma instantánea y está completa con la "
"etiqueta de :guilabel:`Cotización de la renovación`."
#: ../../content/applications/sales/subscriptions/renewals.rst-1
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "Renewal quotation in the Odoo Subscriptions application."
msgstr "Cotización de la renovación en la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/renewals.rst:62
msgid ""
"From here, a standard sales flow can occur to confirm the quotation. This "
"typically begins by clicking :guilabel:`Send by Email`, which sends a copy "
"of the quotation to the customer, by email, for them to confirm, and "
"eventually, pay for."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:67
msgid ""
"In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that "
"this subscription is the renewal of the subscription from the original sales"
" order."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:70
msgid ""
"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales "
"order, and a :guilabel:`Sales History` smart button appears at the top of "
"the page."
msgstr ""
"Una vez que confirma la :guilabel:`cotización de renovación`, esta se "
"convierte en una orden de venta y aparece el botón inteligente "
":guilabel:`Historial de ventas` en la parte superior de la página."
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "Sales History smart button in the Odoo Subscriptions application."
msgstr ""
"Botón inteligente \"Historial de ventas\" en la aplicación Suscripciones de "
"Odoo."
#: ../../content/applications/sales/subscriptions/renewals.rst:77
msgid ""
"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a "
"separate page, showcasing the different sales orders attached to this "
"subscription, along with their individual :guilabel:`Subscription Status`."
msgstr ""
"Al hacer clic en el botón inteligente :guilabel:`Historial de ventas`, Odoo "
"abre una página que muestra las distintas órdenes de venta adjuntas a esta "
"suscripción y su respectivo :guilabel:`estado`."
#: ../../content/applications/sales/subscriptions/renewals.rst:85
msgid ""
"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an "
":guilabel:`MRR` smart button also appears at the top of the sales order."
msgstr ""
"Además, una vez que haya confirmado la :guilabel:`cotización de renovación`,"
" también aparece el botón inteligente :guilabel:`MRR` en la parte superior "
"de la orden de venta."
#: ../../content/applications/sales/subscriptions/renewals.rst-1
msgid "MRR smart button in the Odoo Subscriptions application."
msgstr "Botón inteligente \"MRR\" en la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/renewals.rst:92
msgid ""
"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the "
"monthly recurring revenue related to this specific subscription."
msgstr ""
"Una vez que hace clic, Odoo abre la página de :guilabel:`Análisis de MRR`. "
"Allí se detallan los ingresos recurrentes mensuales relacionados con esta "
"suscripción en específico."
#: ../../content/applications/sales/subscriptions/renewals.rst:96
msgid ""
"On rare occasions, automatic payment can fail, which results in a *Payment "
"Failure* tag on the top-right of the sales order, if there is an error in "
"the payment method."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:99
msgid ""
"This is done to prevent the system from charging the customer again the next"
" time a scheduled action is run. Because the status of the payment is "
"unknown, Odoo requests a manual operation to check if the payment has been "
"made, before the payment can be used again."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:103
msgid ""
"To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions "
"--> Quotations`. Click into the desired subscription, then check the "
"*Chatter* to see if the payment was made."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:106
msgid ""
"If the payment was **not** made, first enter :doc:`debug mode "
"<../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab,"
" and untick the checkbox next to :guilabel:`Contract in exception`. Reload "
"the sales order, and the :guilabel:`Payment Failure` tag is gone."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:110
msgid ""
"If the payment **was** made, a new invoice must be made and posted manually."
" This automatically updates the next invoice date of the subscription. Once "
"created, enter :doc:`debug mode <../../general/developer_mode>`, and "
"navigate to the new sales order. Click the :guilabel:`Other Info` tab, and "
"untick the checkbox next to :guilabel:`Contract in exception`. Reload the "
"sales order, and the :guilabel:`Payment Failure` tag is gone."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:0
msgid ""
"The \"contract in exception\" option selected with the \"payment failure\" "
"tag shown."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:120
msgid ""
"The :guilabel:`contract in exception`` option selected with the "
":guilabel:`payment failure` tag shown."
msgstr ""
#: ../../content/applications/sales/subscriptions/renewals.rst:123
msgid ""
"In both cases, once the :guilabel:`Contract in exception` option is no "
"longer selected, Odoo handles renewals automatically again. If the "
"subscription remains in *payment failure*, it is skipped by Odoo until the "
"sales order is closed."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:3
msgid "Subscription reports"
msgstr "Reportes de suscripciones"
#: ../../content/applications/sales/subscriptions/reports.rst:8
msgid ""
"The Odoo **Subscriptions** app provides a series of reporting pages to help "
"companies analyze how subscriptions are performing."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:11
msgid ""
"On the *Subscriptions Analysis* reporting page, users can view specific data"
" related to recurring subscriptions, quantity of subscriptions, in-progress "
"or paused subscriptions, and more."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:14
msgid ""
"The *Retention Analysis* reporting page provides an organized table of "
"subscription retention percentages over any period of time."
msgstr ""
"La página de reportes de *Análisis de retención* brinda una tabla organizada"
" de porcentaje de retención de suscripciones durante un periodo de tiempo "
"específico."
#: ../../content/applications/sales/subscriptions/reports.rst:17
msgid ""
"The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics "
"for subscriptions into various graphs, lists, and charts."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:20
msgid ""
"And the *MRR Analysis* reporting page offers a time-based collection of "
"analytics showcasing how subscription |MRR| and |ARR| have changed over the "
"course of any given period of time."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:24
msgid "Reporting page elements"
msgstr "Elementos de la página de reportes"
#: ../../content/applications/sales/subscriptions/reports.rst:26
msgid ""
"All subscriptions-based reporting pages can be accessed via the "
":guilabel:`Reporting` header menu in the **Subscriptions** app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:29
msgid "The following sections describe elements found on each reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:32
msgid "Filters and Group By"
msgstr "Filtros y agrupar por"
#: ../../content/applications/sales/subscriptions/reports.rst:34
msgid ""
"*Filters* are used to narrow down metrics to show specific analytics, "
"whereas groupings (via the *Group By* option) are used to gather the data "
"from specific sections into groups for more organized analysis."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:38
msgid ""
"This section refers to both filters and groupings, as a combination of the "
"two can be saved in the *Favorites* section."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:41
msgid ""
"To modify the results being shown on any reporting page, click the "
":icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the "
"search bar. Doing so reveals a drop-down menu of detailed filter and "
"grouping options."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:45
msgid ""
"If desired, a filter or grouping (or combination of filters and/or "
"groupings) can be saved in the :guilabel:`Favorites` section of that drop-"
"down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down "
"arrow)` icon beside :guilabel:`Save current search`, located beneath the "
":guilabel:`Favorites` section."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:50
msgid ""
"This reveals a field to assign a title to the favorite filter. Two options "
"are also found beneath the title field: :guilabel:`Default filter` and "
":guilabel:`Shared`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:53
msgid ""
"Ticking the checkbox beside :guilabel:`Default filter` makes the newly-"
"favorited filter the default option for that reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:56
msgid ""
"Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited "
"filter available to other users in the database."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:60
msgid ""
"The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** "
"required, and only *one* of these options can be selected at a time."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:63
msgid ""
"To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` "
"section of the drop-down filter menu."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:66
msgid ""
"When clicked, that saved filter appears beneath the :guilabel:`Favorites` "
"column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold "
"star)` icon appears beside the favorite filter's name in the search bar."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:71
msgid "Views"
msgstr "Vistas"
#: ../../content/applications/sales/subscriptions/reports.rst:73
msgid ""
"On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and "
":guilabel:`MRR Analysis` reporting pages, three different view options are "
"located in the upper-right corner."
msgstr ""
"En las páginas de reportes :guilabel:`Análisis de suscripciones`, "
":guilabel:`Desglose de MRR` y :guilabel:`Análisis de MRR`, hay tres opciones"
" de vista diferentes en la esquina superior derecha."
#: ../../content/applications/sales/subscriptions/reports.rst:77
msgid ""
"There are *no* other view options available on the :guilabel:`Retention "
"Analysis` reporting page."
msgstr ""
"*No* hay otras opciones de visualización disponibles en la página de "
"reportes :guilabel:`Análisis de retención`."
#: ../../content/applications/sales/subscriptions/reports.rst:79
msgid "The available view options, from left to right, are:"
msgstr "Las opciones de visualización disponibles de izquierda a derecha son:"
#: ../../content/applications/sales/subscriptions/reports.rst:81
msgid ":guilabel:`Graph`"
msgstr ":guilabel:`Gráfico`"
#: ../../content/applications/sales/subscriptions/reports.rst:82
msgid ":guilabel:`List`"
msgstr ":guilabel:`Lista`"
#: ../../content/applications/sales/subscriptions/reports.rst:83
msgid ":guilabel:`Pivot`"
msgstr ":guilabel:`Tabla dinámica`"
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The different view options available on the Subscriptions Analysis page."
msgstr ""
"Las diferentes opciones de visualización disponibles en la página Análisis "
"de suscripción."
#: ../../content/applications/sales/subscriptions/reports.rst:89
msgid "Each view has its own series of related view-specific visual options."
msgstr ""
"Cada vista tiene su propia serie de opciones de visualización específicas."
#: ../../content/applications/sales/subscriptions/reports.rst:94
msgid ""
"With the graph view selected, the following options appear between the "
"search bar and visual representation of the data. These graph-specific "
"options are located to the right of the :guilabel:`Measures` and "
":guilabel:`Insert in Spreadsheet` buttons."
msgstr ""
"Con la vista de gráfico seleccionada, aparecen las siguientes opciones entre"
" la barra de búsqueda y la representación visual de los datos. Estas "
"opciones específicas del gráfico se encuentran a la derecha de los botones "
":guilabel:`Medidas` e :guilabel:`Insertar en hoja de cálculo`."
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The different graph view options in the Odoo Subscriptions app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:102
msgid ""
"The first three options, from left to right, represent different graph-"
"related views. The remaining options represent different ways to organize "
"and visualize that specific graph-related data."
msgstr ""
"Las tres primeras opciones, de izquierda a derecha, representan diferentes "
"vistas de gráficos. Las opciones restantes representan distintas formas de "
"organizar y visualizar esos datos específicos relacionados con los gráficos."
#: ../../content/applications/sales/subscriptions/reports.rst:105
msgid "From left to right, the specific graph-related view options are:"
msgstr ""
"De izquierda a derecha, las opciones específicas relacionadas a la gráfica "
"son:"
#: ../../content/applications/sales/subscriptions/reports.rst:107
msgid ""
":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar "
"chart format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:108
msgid ""
":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line "
"chart format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:109
msgid ""
":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie "
"chart format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:111
msgid ""
"Each graph view option has its own series of specific visual options, which "
"are represented by the available buttons that appear to the right of the "
"selected graph-related view option."
msgstr ""
"Cada opción de vista de gráfico tiene sus propia serie de opciones de "
"visualización específicas, las cuales se muestran en los botones disponibles"
" que aparecen en la derecha de de la opción de visualización de gráfica "
"seleccionada."
#: ../../content/applications/sales/subscriptions/reports.rst:114
msgid ""
"When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, "
"the following visual options are available:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:117
#: ../../content/applications/sales/subscriptions/reports.rst:123
msgid ""
":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked "
"visual format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:118
#: ../../content/applications/sales/subscriptions/reports.rst:125
msgid ""
":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in "
"descending order."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:119
#: ../../content/applications/sales/subscriptions/reports.rst:126
msgid ""
":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in "
"ascending order."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:121
msgid ""
"When the :guilabel:`Line Chart` graph view is selected, the following visual"
" options are available:"
msgstr ""
"Cuando se selecciona la vista de :guilabel:`gráfico de línea` las siguientes"
" opciones de visualización están disponibles:"
#: ../../content/applications/sales/subscriptions/reports.rst:124
msgid ""
":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated,"
" increasing format."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:128
msgid ""
"When the :guilabel:`Pie Chart` graph view is selected, there are no "
"additional visual options."
msgstr ""
"Cuando se selecciona la vista :guilabel:`gráfico de círculo`, no hay "
"opciones visuales adicionales."
#: ../../content/applications/sales/subscriptions/reports.rst:133
msgid ""
"With the list view selected, the subscription metrics being analyzed are "
"displayed in a simple list, which can be fully customized by using any of "
"the available filters or groupings in the drop-down filter menu (accessible "
"via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of "
"the search bar)."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:139
msgid ""
"With list view selected, the :guilabel:`Measures` drop-down menu and "
":guilabel:`Insert in Spreadsheet` button are *not* available."
msgstr ""
"Con la vista de lista seleccionada, el menú desplegable :guilabel:`Medidas` "
"y el botón :guilabel:`Insertar en hoja de cálculo` *no* están disponibles."
#: ../../content/applications/sales/subscriptions/reports.rst:145
msgid ""
"With the pivot view selected, the subscription metrics are displayed in a "
"data table, which can be fully customized."
msgstr ""
"Cuando selecciona la tabla dinámica, las métricas de suscripción se muestran"
" en un cuadro de información que se puede personalizar."
#: ../../content/applications/sales/subscriptions/reports.rst:148
msgid ""
"The pivot data table can be customized using the options available in the "
":guilabel:`Measures` drop-down menu, and/or the filter grouping options "
"available in the filter drop-down menu (accessible via the :icon:`fa-caret-"
"down` :guilabel:`(down arrow)` icon to the right of the search bar)."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:153
msgid ""
"Three pivot-specific options are available, located to the right of the "
":guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` "
"button."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The pivot-specific view options available in the Odoo Subscriptions app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:160
msgid "From left to right, those pivot-specific view options are:"
msgstr ""
"De izquierda a derecha, las opciones específicas de tabla dinámica son:"
#: ../../content/applications/sales/subscriptions/reports.rst:162
msgid ""
":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot"
" data table flip."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:163
msgid ""
":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns"
" of the pivot data table expand fully."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:165
msgid ""
":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is "
"downloaded as an :file:`.xlsx` file."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:169
msgid "Measures"
msgstr "Medidas"
#: ../../content/applications/sales/subscriptions/reports.rst:171
msgid ""
"The graph and pivot reporting pages have their own metric-specific "
":guilabel:`Measures` drop-down menu of data-related options to choose from, "
"located in the upper-left corner, above the visual representation of "
"metrics."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The standard measures drop-down menu in the Odoo Subscriptions app."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:179
msgid ""
"When the :guilabel:`Measures` button is clicked, a series of selectable "
"measures becomes available, via a drop-down menu. When any of the options "
"are selected from the :guilabel:`Measures` drop-down menu, the chosen "
"metrics related to that specific measure appear on the reporting page."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:184
msgid ""
"For more information on the different measures that can be utilized on each "
"reporting page, refer to the :ref:`specific reporting page breakdowns "
"<subscriptions/reports/reporting>` found below in this documentation."
msgstr ""
"Para obtener más información sobre las diferentes medidas que se pueden "
"utilizar en cada página de reportes, consulte la :ref:`página específica de "
"desglose de reportes <subscriptions/reports/reporting>` que se encuentra en "
"esta documentación."
#: ../../content/applications/sales/subscriptions/reports.rst:189
msgid "Insert in spreadsheet"
msgstr "Insertar en hoja de cálculo"
#: ../../content/applications/sales/subscriptions/reports.rst:191
msgid ""
"Beside the :guilabel:`Measures` drop-down menu, there is an "
":guilabel:`Insert in Spreadsheet` button."
msgstr ""
"A un lado del menú desplegable :guilabel:`Medidas` hay un botón "
":guilabel:`Insertar en hoja de cálculo`."
#: ../../content/applications/sales/subscriptions/reports.rst:194
msgid ""
"When clicked, the ability to add the configured data currently being "
"showcased on the reporting page into a new or pre-existing spreadsheet or "
"dashboard becomes available, via a pop-up window."
msgstr ""
"Al hacer clic abrirá una ventana emergente que le permitirá agregar los "
"datos configurados que aparecen en ese momento en la página de reportes a "
"una hoja de cálculo o un tablero nuevo o ya existentes."
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The spreadsheet pop-up window of the Subscriptions Analysis page."
msgstr "La ventana emergente de la página de Análisis de suscripciones."
#: ../../content/applications/sales/subscriptions/reports.rst:201
msgid ""
"Select the desired option from this pop-up window, then click "
":guilabel:`Confirm`."
msgstr ""
"Selecciona la opción deseada desde esta ventana emergente, después haga clic"
" en :guilabel:`Confirmar`."
#: ../../content/applications/sales/subscriptions/reports.rst:206
msgid "Reporting pages"
msgstr "Páginas de reportes"
#: ../../content/applications/sales/subscriptions/reports.rst:208
msgid ""
"In the Odoo **Subscriptions** app, there are four different reporting pages "
"available."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:210
msgid ""
"To access, analyze, and customize various reports related to subscriptions, "
"navigate to :menuselection:`Subscriptions app`, and click the "
":guilabel:`Reporting` drop-down menu in the header to reveal the following "
"reporting pages:"
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:214
msgid ":guilabel:`Subscriptions`"
msgstr ":guilabel:`Suscripciones`"
#: ../../content/applications/sales/subscriptions/reports.rst:215
msgid ":guilabel:`Retention`"
msgstr ":guilabel:`Retención`"
#: ../../content/applications/sales/subscriptions/reports.rst:216
msgid ":guilabel:`MRR Breakdown`"
msgstr ":guilabel:`Desglose de MRR`"
#: ../../content/applications/sales/subscriptions/reports.rst:217
msgid ":guilabel:`MRR Timeline`"
msgstr ":guilabel:`Línea de tiempo de MRR`"
#: ../../content/applications/sales/subscriptions/reports.rst:219
msgid ""
"Clicking any of those options reveals a separate, fully-customizable "
"reporting page focusing on that particular aspect of subscription data."
msgstr ""
"Hacer clic en cualquiera de esas opciones muestra una página de reportes "
"diferente y completamente personalizable en ese aspecto particular de la "
"información de suscripción."
#: ../../content/applications/sales/subscriptions/reports.rst:222
msgid "The following is a breakdown of those four specific reporting pages."
msgstr ""
"A continuación se muestra un desglose de esas cuatro páginas de reportes "
"específicas,"
#: ../../content/applications/sales/subscriptions/reports.rst:225
msgid "Subscriptions analysis"
msgstr "Análisis de suscripciones"
#: ../../content/applications/sales/subscriptions/reports.rst:227
msgid ""
"To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to"
" :menuselection:`Subscriptions app --> Reporting --> Subscriptions`."
msgstr ""
"Para acceder a la página de reportes :guilabel:`Análisis de suscripción` "
"vaya a :menuselection:`la aplicación Suscripción --> Reportes --> "
"Subscripciones`."
#: ../../content/applications/sales/subscriptions/reports.rst:230
msgid ""
"By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view,"
" is selected on the :guilabel:`Subscriptions Analysis` reporting page."
msgstr ""
"La opción :guilabel:`Gráfico de barras` en la vista de :guilabel:`gráfico` "
"está seleccionada de forma predeterminada en la página de reportes "
":guilabel:`Análisis de suscripción`."
#: ../../content/applications/sales/subscriptions/reports.rst:233
msgid ""
"The following filters are also present in the search bar: :guilabel:`In "
"Progress or Paused` and :guilabel:`Recurring`."
msgstr ""
"Los siguientes filtros también están presentes en la barra de búsqueda: "
":guilabel:`En progreso o en pausa` y :guilabel:`Recurrente`."
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default view of the Subscriptions Analysis reporting page in Odoo "
"Subscriptions."
msgstr ""
"La vista predeterminada de la página de reportes de análisis de "
"suscripciones en la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/reports.rst:240
msgid ""
"When the :guilabel:`Measures` button on the :guilabel:`Subscriptions "
"Analysis` page is clicked, a series of metric-related options becomes "
"available as a drop-down menu."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The measures drop-down menu of the Subscriptions Analysis page."
msgstr ""
"El menú desplegable de medidas de la página de Análisis de suscripción."
#: ../../content/applications/sales/subscriptions/reports.rst:247
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`Subscriptions Analysis` page are:"
msgstr ""
"Las opciones relacionadas con las métricas en el menú desplegable "
":guilabel:`Medidas` de la página :guilabel:`Análisis de suscripciones` son:"
#: ../../content/applications/sales/subscriptions/reports.rst:250
msgid ":guilabel:`Monthly Recurring`"
msgstr ":guilabel:`Recurrente mensual`"
#: ../../content/applications/sales/subscriptions/reports.rst:251
msgid ":guilabel:`Quantity`"
msgstr ":guilabel:`Cantidad`"
#: ../../content/applications/sales/subscriptions/reports.rst:252
msgid ":guilabel:`Recurring Revenue`"
msgstr ":guilabel:`Ingresos recurrentes`"
#: ../../content/applications/sales/subscriptions/reports.rst:253
msgid ":guilabel:`Untaxed Total`"
msgstr ":guilabel:`Total sin impuestos`"
#: ../../content/applications/sales/subscriptions/reports.rst:254
msgid ":guilabel:`Yearly Recurring`"
msgstr ":guilabel:`Anual recurrentes`"
#: ../../content/applications/sales/subscriptions/reports.rst:255
#: ../../content/applications/sales/subscriptions/reports.rst:293
#: ../../content/applications/sales/subscriptions/reports.rst:349
#: ../../content/applications/sales/subscriptions/reports.rst:397
msgid ":guilabel:`Count`"
msgstr ":guilabel:`Conteo`"
#: ../../content/applications/sales/subscriptions/reports.rst:258
msgid ""
"The :guilabel:`Monthly Recurring` measure option is selected by default."
msgstr ""
"La opción de medida :guilabel:`Recurrente mensual` está seleccionada de "
"forma predeterminada."
#: ../../content/applications/sales/subscriptions/reports.rst:260
msgid ""
"When any of those available measures are clicked, Odoo displays that "
"selected data on the reporting page for further analysis."
msgstr ""
"Al hacer clic en cualquiera de las medidas disponibles, Odoo muestra los "
"datos seleccionados en la página de reportes para un análisis más detallado."
#: ../../content/applications/sales/subscriptions/reports.rst:264
msgid "Retention analysis"
msgstr "Análisis de retención"
#: ../../content/applications/sales/subscriptions/reports.rst:266
msgid ""
"To access the :guilabel:`Retention Analysis` reporting page, navigate to "
":menuselection:`Subscriptions app --> Reporting --> Retention`."
msgstr ""
"Para acceder a la página de reportes :guilabel:`Análisis de retención` vaya "
"a :menuselection:`la aplicación Suscripción --> Reportes --> Retenciones`."
#: ../../content/applications/sales/subscriptions/reports.rst:269
msgid ""
"The :guilabel:`Retention Analysis` reporting page differs from the other "
"**Subscriptions** app reporting pages, in that it does **not** provide any "
"additional view options. The data on this page is only presented in a "
"customizable data chart."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default view of the Retention Analysis reporting page in Odoo "
"Subscriptions."
msgstr ""
"La vista predeterminada de la página de reportes de análisis de retención en"
" la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/reports.rst:277
msgid ""
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention "
"Analysis` reporting page is clicked, a series of metric-related options "
"become available."
msgstr ""
"Al hacer clic en el menú desplegable :guilabel:`Medidas` de la página "
":guilabel:`Análisis de retenciones`, aparecen una serie de opciones "
"relacionadas con las métricas."
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The measures drop-down menu of the Retention Analysis page."
msgstr "El menú desplegable de medidas de la página de Análisis de retención."
#: ../../content/applications/sales/subscriptions/reports.rst:284
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`Retention Analysis` reporting page are:"
msgstr ""
"Las opciones relacionadas con las métricas en el menú desplegable "
":guilabel:`Medidas` de la página :guilabel:`Análisis de retención` son:"
#: ../../content/applications/sales/subscriptions/reports.rst:287
msgid ":guilabel:`Amount to invoice`"
msgstr ":guilabel:`Cantidad por facturar`"
#: ../../content/applications/sales/subscriptions/reports.rst:288
msgid ":guilabel:`Margin`"
msgstr ":guilabel:`Margen`"
#: ../../content/applications/sales/subscriptions/reports.rst:289
msgid ":guilabel:`Margin (%)`"
msgstr ":guilabel:`Margen (%)`"
#: ../../content/applications/sales/subscriptions/reports.rst:290
msgid ":guilabel:`Prepayment percentage`"
msgstr ":guilabel:`Porcentaje de prepago`"
#: ../../content/applications/sales/subscriptions/reports.rst:291
msgid ":guilabel:`Shipping Weight`"
msgstr ":guilabel:`Peso de envío`"
#: ../../content/applications/sales/subscriptions/reports.rst:292
msgid ":guilabel:`Unpaid Amount`"
msgstr ":guilabel:`Cantidad sin pagar`"
#: ../../content/applications/sales/subscriptions/reports.rst:296
msgid "The :guilabel:`Count` measure option is selected by default."
msgstr ""
"La opción de medida :guilabel:`Número` está seleccionada de forma "
"predeterminada."
#: ../../content/applications/sales/subscriptions/reports.rst:298
msgid ""
"To the right of the :guilabel:`Measures` drop-down menu on the "
":guilabel:`Retention Analysis` page is an additional drop-down menu "
"containing different time periods. The default time period is "
":guilabel:`Month`."
msgstr ""
"A la derecha del menú desplegable :guilabel:`Medidas` de la página "
":guilabel:`Análisis de retención` hay otro menú desplegable con varios "
"periodos. El periodo predeterminado es :guilabel:`Mes`."
#: ../../content/applications/sales/subscriptions/reports.rst:302
msgid ""
"When clicked, a drop-down menu of various time period options become "
"available."
msgstr ""
"Al hacer clic, aparece un menú desplegable con varias opciones de periodos "
"de tiempo."
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid "The time period drop-down menu of the Retention Analysis page."
msgstr ""
"El menú desplegable de periodos de la página de Análisis de retención."
#: ../../content/applications/sales/subscriptions/reports.rst:308
msgid "The time period options are:"
msgstr "Las opciones de periodos son:"
#: ../../content/applications/sales/subscriptions/reports.rst:310
msgid ":guilabel:`Day`"
msgstr ":guilabel:`Día`"
#: ../../content/applications/sales/subscriptions/reports.rst:311
msgid ":guilabel:`Week`"
msgstr ":guilabel:`Semana`"
#: ../../content/applications/sales/subscriptions/reports.rst:312
msgid ":guilabel:`Month`"
msgstr ":guilabel:`Mes`"
#: ../../content/applications/sales/subscriptions/reports.rst:313
msgid ":guilabel:`Year`"
msgstr ":guilabel:`Año`"
#: ../../content/applications/sales/subscriptions/reports.rst:315
msgid ""
"When a time period option from this drop-down menu is selected, the "
":guilabel:`Retention Analysis` reporting page showcases data for the "
"configured measures and filters within that time period."
msgstr ""
"Cuando selecciona una opción de periodo de este menú desplegable, la página "
"del reporte :guilabel:`Análisis de retención` muestra los datos de las "
"medidas y filtros configurados dentro del mismo."
#: ../../content/applications/sales/subscriptions/reports.rst:318
msgid ""
"To the right of the time period drop-down menu, there is a download button, "
"which allows the user to download the data presented on the "
":guilabel:`Retention Analysis` page as an Excel file."
msgstr ""
"A la derecha del menú desplegable del periodo de tiempo, hay un botón de "
"descarga que permite al usuario descargar los datos presentados en la página"
" :guilabel:`Análisis de retención` como archivo Excel."
#: ../../content/applications/sales/subscriptions/reports.rst:322
msgid "MRR breakdown"
msgstr "Desglose MRR"
#: ../../content/applications/sales/subscriptions/reports.rst:324
msgid ""
"To access the :guilabel:`MRR Breakdown` reporting page, navigate to "
":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`."
msgstr ""
"Para acceder a la página del reporte :guilabel:`Desglose de MRR` vaya a "
":menuselection:`la aplicación Suscripción --> Reportes --> Desglose de MRR`."
#: ../../content/applications/sales/subscriptions/reports.rst:327
msgid ""
"By default, the data displayed on the :guilabel:`MRR Breakdown` reporting "
"page is in graph view, with the :guilabel:`Bar Chart` option and "
":guilabel:`Stacked` option selected."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:330
msgid ""
"A default filter is also available in the search bar for :guilabel:`Event "
"Date: Month > Event Type`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default appearance of the MRR Breakdown reporting page in Odoo "
"Subscriptions."
msgstr ""
"La apariencia predeterminada de la página del reporte de Desglose de MRR en "
"la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/reports.rst:336
msgid ""
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR "
"Breakdown` reporting page is clicked, a series of metric-related options "
"become available."
msgstr ""
"Al hacer clic en el menú desplegable :guilabel:`Medidas` de la página "
":guilabel:`Desglose de MRR`, aparecen una serie de opciones relacionadas con"
" las métricas."
#: ../../content/applications/sales/subscriptions/reports.rst:343
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`MRR Breakdown` reporting page are:"
msgstr ""
"Las opciones relacionadas con las métricas en el menú desplegable "
":guilabel:`Medidas` de la página :guilabel:`Desglose de MRR` son:"
#: ../../content/applications/sales/subscriptions/reports.rst:346
#: ../../content/applications/sales/subscriptions/reports.rst:394
msgid ":guilabel:`Active Subscriptions Change`"
msgstr ":guilabel:`Cambio de suscripciones activas`"
#: ../../content/applications/sales/subscriptions/reports.rst:347
#: ../../content/applications/sales/subscriptions/reports.rst:395
msgid ":guilabel:`ARR Change`"
msgstr ":guilabel:`Cambio ARR`"
#: ../../content/applications/sales/subscriptions/reports.rst:348
#: ../../content/applications/sales/subscriptions/reports.rst:396
msgid ":guilabel:`MRR Change`"
msgstr ":guilabel:`Cambio MRR`"
#: ../../content/applications/sales/subscriptions/reports.rst:352
#: ../../content/applications/sales/subscriptions/reports.rst:400
msgid "The :guilabel:`MRR Change` measure option is selected by default."
msgstr ""
"La opción de medida :guilabel:`Cambio MRR` está seleccionada de forma "
"predeterminada."
#: ../../content/applications/sales/subscriptions/reports.rst:355
msgid ""
"To make a different measure option the default, first, select the desired "
"measure from the :guilabel:`Measures` drop-down menu. Then, click the "
":icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to "
"open the mega menu of filters and groupings."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:359
msgid ""
"In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` "
":guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to "
"reveal a field, where a title can be entered, along with two "
"checkboxes::guilabel:`Default filter` and :guilabel:`Shared`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:363
msgid ""
"Tick the checkbox for :guilabel:`Default filter`, and click "
":guilabel:`Save`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst:365
msgid ""
"That newly-chosen measure option is now the default option that appears when"
" this reporting page is accessed."
msgstr ""
"La opción de medición que acaba de elegir ahora es la opción predeterminada "
"que aparecerá cuando ingrese a la página de reportes."
#: ../../content/applications/sales/subscriptions/reports.rst:369
msgid "MRR analysis"
msgstr "Análisis MRR"
#: ../../content/applications/sales/subscriptions/reports.rst:371
msgid ""
"To access the :guilabel:`MRR Analysis` reporting page, navigate to "
":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`."
msgstr ""
"Para acceder a la página del reporte :guilabel:`Análisis de MRR` vaya a "
":menuselection:`la aplicación Suscripción --> Reportes --> Análisis de MRR`."
#: ../../content/applications/sales/subscriptions/reports.rst:374
msgid ""
"By default, the data displayed on the :guilabel:`MRR Analysis` reporting "
"page is in graph view, with the :guilabel:`Line Chart` option, "
":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected."
msgstr ""
"Los datos que aparecen en la página de reportes :guilabel:`análisis de MRR` "
"están en vista de gráfico de forma predeterminada con las opciones "
":guilabel:`Gráfico de líneas`, :guilabel:`Apilado` y :guilabel:`Acumulativo`"
" seleccionadas."
#: ../../content/applications/sales/subscriptions/reports.rst:378
msgid ""
"A default filter is also found in the search bar for :guilabel:`Event Date: "
"Month`."
msgstr ""
#: ../../content/applications/sales/subscriptions/reports.rst-1
#: ../../content/applications/sales/subscriptions/reports.rst-1
msgid ""
"The default appearance of the MRR Analysis reporting page in Odoo "
"Subscriptions."
msgstr ""
"La apariencia predeterminada de la página del reporte de análisis de MRR en "
"la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/reports.rst:384
msgid ""
"When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`"
" reporting page is clicked, a series of metric-related options become "
"available."
msgstr ""
"Al hacer clic en el menú desplegable :guilabel:`Medidas` de la página "
":guilabel:`análisis de MRR`, aparecen una serie de opciones relacionadas con"
" las métricas."
#: ../../content/applications/sales/subscriptions/reports.rst:391
msgid ""
"The metric-related options in the :guilabel:`Measures` drop-down menu on the"
" :guilabel:`MRR Analysis` reporting page are:"
msgstr ""
"Las opciones relacionadas con las métricas en el menú desplegable "
":guilabel:`Medidas` de la página :guilabel:`Análisis de MRR` son:"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3
msgid "Scheduled actions"
msgstr "Acciones programadas"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5
msgid ""
"*Scheduled actions* are pre-configured processes that allow users to "
"automate certain tasks within a database, based on a designated schedule or "
"number of occurrences. These tasks can include sending emails, generating "
"invoices, data clean-up, and so much more."
msgstr ""
"*Las acciones programadas* son procesos preconfigurados que permiten que los"
" usuarios automaticen algunas tareas dentro de la base de datos según un "
"horario designado o un número de ocurrencias. Estas tareas pueden ser enviar"
" correos electrónicos, generar facturas, limpieza de datos y muchas más."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9
msgid ""
"In Odoo, some scheduled actions are active, by default, to ensure that "
"certain functions are triggered automatically, however there are *also* many"
" scheduled action options that appear in the database that are **not** "
"activated by default."
msgstr ""
"En Odoo algunas acciones programadas están activas de manera predeterminada "
"para asegurar que algunas funciones se activan de manera automática. Sin "
"embargo, *también* hay varias opciones de acciones programadas que aparecen "
"en la base de datos y *no* están activas de forma predeterminada."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13
msgid ""
"In Odoo *Subscriptions*, there are two scheduled actions that initiate the "
"billing process for active recurring subscriptions, as well as when billing "
"should stop due to subscription expiration."
msgstr ""
"En la aplicacipon *Suscripciones* de Odoo hay dos acciones programadas que "
"inician el proceso de facturación para activar suscripciones recurrentes, "
"así como cuándo se debe detener la facturación debido a que una suscripción "
"ya no está activa."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16
msgid ""
"They are turned on, by default and can be deactivated at any time in order "
"to manage subscriptions manually."
msgstr ""
"Están activas de forma predeterminada y se pueden desactivar en cualquier "
"momento para gestionar suscripciones de forma manual"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20
msgid "Access scheduled actions"
msgstr "Acceder a las acciones programadas"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23
msgid ""
"In order to access scheduled actions, :ref:`developer mode <developer-mode>`"
" **must** be activated."
msgstr ""
"Para poder acceder a acciones programadas **debe** activar el :ref:`modo de "
"desarrollador <developer-mode>`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26
msgid ""
"With developer mode activated, navigate to :menuselection:`Settings app --> "
"Technical --> Scheduled Actions`."
msgstr ""
"Con el modo de desarrollador activado, vaya a :menuselection:`Ajustes --> "
"Técnico --> Acciones programadas`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The scheduled actions option under the technical menu in the Odoo Settings "
"application."
msgstr ""
"La opción de acciones programadas en el menú técnico de los Ajustes de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33
msgid ""
"Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On "
"this page, there is a complete list of scheduled actions for the entire "
"database."
msgstr ""
"Al hacerlo se mostrará un tablero de :guilabel:`Acciones programadas` . En "
"esta página hay una lista completa de acciones programadas para toda la base"
" de datos."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36
msgid ""
"From here, enter `Subscription` in the search bar. Doing so provides three "
"subscription-specific results. The following documentation focuses on the "
"last two results in the list:"
msgstr ""
"Escriba `Suscripción` en la barra de búsqueda. Al hacerlo se mostrarán "
"resultados específicos de la suscripción. La siguiente documentación se "
"centra en los últimos dos resultados de la lista:"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39
msgid ""
":guilabel:`Sale Subscription: generate recurring invoices and payments`"
msgstr ""
":guilabel:`Suscripción de venta: Generar pagos y facturas recurrentes`"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40
msgid ":guilabel:`Sale Subscription: subscriptions expiration`"
msgstr ":guilabel:`Suscripción de venta: Vencimiento de suscripciones`"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The subscription-related results on the scheduled actions page in Odoo "
"Settings."
msgstr ""
"Los resultados relacionados a las suscripciones en la página de acciones "
"programadas en los ajustes de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46
msgid ""
"Determine if a scheduled action is active by looking under the "
":guilabel:`Active` column, in the it's corresponding row on the "
":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the "
"checkbox is green with a check mark, the scheduled action is active."
msgstr ""
"Determine si una acción programada está activa con la columna "
":guilabel:`Activo` de la fila correspondiente del tablero de "
":guilabel:`acciones programadas`. La acción programada está activa si la "
"casilla tiene una marca de verificación verde."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50
msgid ""
"If a scheduled action needs to be activated, click into the desired "
"scheduled action from the list."
msgstr ""
"Si la acción programada se debe activar, haga clic en la acción programada "
"que quiera activar de la lista."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid "The scheduled action form in the Odoo Settings application."
msgstr "La acción programada desde los Ajustes de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55
msgid ""
"Then, from the scheduled action form, toggle the switch in the "
":guilabel:`Active` field to the right. Doing so turns the switch green, "
"indicating that the scheduled action is now `Active`."
msgstr ""
"Después, desde el formulario de acción programada, cambie el activador que "
"se encuentra en el campo :guilabel:`Activo` de la derecha. Al hacerlo se "
"convertirá a verde, lo cual indica que la acción programada ahora está "
"`Activa`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58
msgid ""
"The ability to set up how often the scheduled action runs is also available "
"on the scheduled action form, in the :guilabel:`Execute Every` field."
msgstr ""
"También puede programar la frecuencia con la que se activa una acción "
"programada desde el formulario de acción, en el campo :guilabel:`Ejecutar "
"cada`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62
msgid ""
"The scheduled action does **not** function correctly if the execution time "
"is less than five minutes. This is a general rule for all scheduled actions."
msgstr ""
"La acción programada **no** funciona correctamente si el tiempo de ejecución"
" es menor a cinco minutos. Esta es una regla general para todas las acciones"
" programadas."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65
msgid ""
"For more information, read the :doc:`Frequent Technical Questions "
"</administration/odoo_sh/advanced/frequent_technical_questions>` "
"documentation."
msgstr ""
"Consulte las :doc:`preguntas técnicas más frecuentes "
"</administration/odoo_sh/advanced/frequent_technical_questions>` para "
"obtener más información."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69
msgid "Generate recurring invoices and payments"
msgstr "Generar facturas y pagos recurrentes"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71
msgid ""
"In order for the :guilabel:`Sale Subscription: generate recurring invoices "
"and payments` scheduled action to properly generate recurring invoices and "
"payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* "
"accounts **must** be set up, in order for Odoo to process various invoices "
"and payments related to subscriptions."
msgstr ""
"Para que la acción programada :guilabel:`Venta de suscripción: generar "
"facturas y pagos recurrentes` genere facturas y pagos en suscripciones de "
"forma adecuada, las cuentas *Gastos diferidos* e *Ingresos diferidos* "
"**deben** configurarse para que Odoo pueda procesar varias facturas y pagos "
"relacionados a la suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76
msgid ""
"To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to "
":menuselection:`Accounting app --> Configuration --> Settings`. Both "
"accounts can be configured in the :guilabel:`Default Accounts` section."
msgstr ""
"Para configurar las cuentas de *Gastos diferidos* e *Ingresos diferidos*, "
"vaya a :menuselection:`la aplicación Contabilidad --> Configuración --> "
"Ajustes`. Ambas cuentas se pueden configurar en la sección "
":guilabel:`Cuentas predeterminadas`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The necessary deferred account settings in the Odoo Accounting app's "
"settings page."
msgstr ""
"Los ajustes necesarios de la cuenta diferida en la página de ajustes de "
"Contabilidad de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84
msgid ""
"Once the correct accounts are entered in the :guilabel:`Deferred Expense` "
"and :guilabel:`Deferred Revenue` drop-down menu fields, click "
":guilabel:`Save` in the upper-left corner."
msgstr ""
"Una vez que las cuentas correctas se ingresaron en los campos desplegables "
":guilabel:`Gastos diferidos` e :guilabel:`Ingresos diferidos`, haga clic en "
":guilabel:`Guardar` en la esquina superior izquierda."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88
msgid "Create invoice"
msgstr "Crear factura"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90
msgid ""
"Elements related to the :guilabel:`Sale Subscription: generate recurring "
"invoices and payments` scheduled action can be found on confirmed "
"subscription sales orders."
msgstr ""
"Los elementos relacionados a la acción programada :guilabel:`Venta de "
"suscripción: generar facturas y pagos recurrentes` se pueden encontrar en "
"órdenes de venta de suscripciones confirmadas."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93
msgid ""
"To examine these elements, open any confirmed sales order in the "
"*Subscriptions* application to reveal the subscription sales order form."
msgstr ""
"Para examinar estos elementos, abra cualquier orden de venta confirmada en "
"la aplicación *Suscripciones* para mostrar el formulario de la orden de "
"venta de suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96
msgid ""
"On a confirmed subscription sales order form, focus on the "
":guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields."
msgstr ""
"En un formulario de orden de venta de suscripción confirmado, fíjese en los "
"campos :guilabel:`Plan recurrente` y :guilabel:`Fecha de la siguiente "
"factura`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"A confirmed subscription sales order in the Odoo Subscriptions application."
msgstr ""
"Una orden de venta de suscripción confirmada en la aplicación Suscripciones "
"de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103
msgid ""
"The scheduled action creates an invoice when today's date is the same date "
"as the :guilabel:`Date of Next Invoice`."
msgstr ""
"La acción programada crea una factura cuando la fecha de hoy es la misma que"
" la :guilabel:`Fecha de la siguiente factura`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106
msgid ""
"Odoo uses the information in the :guilabel:`Recurring Plan` field to update "
"the next invoice date accordingly."
msgstr ""
"Odoo usa la información en el campo :guilabel:`Plan recurrente` para "
"actualizar la fecha de la siguiente factura."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110
msgid ""
"If the product invoicing policy is set to *Based on Delivered Quantities "
"(Manual)*, and the delivered quantity is `0`, Odoo does **not** create an "
"invoice, and the customer is not charged."
msgstr ""
"Si la política de facturación del producto es *Basado en cantidad entregada "
"(manual)* y la cantidad entregada es `0`, Odoo **no** crea una factura y no "
"se le cobra al cliente. "
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113
msgid ""
"Instead, the subscription is processed as a free recurring product, and is "
"reflected as such in the *chatter* of the subscription sales order."
msgstr ""
"En su lugar, la suscripción se procesa como un producto gratis recurrente, y"
" se refleja como tal en el **chatter** de la orden de venta de la "
"suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116
msgid ""
"When this occurs, the following message appears: `Automatic renewal "
"succeeded. Free subscription. Next invoice:[date]. No email sent.`"
msgstr ""
"Cuando esto suceda, aparecerá el siguiente mensaje: `Renovación automática "
"exitosa. Suscripción sin costo. Siguiente factura: [fecha]. No se envió un "
"correo electrónico.`"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119
msgid ""
"Once the invoice for the subscription sales order is created, the invoice "
"can be viewed by clicking the :guilabel:`Invoices` smart button that appears"
" at the top of the subscription sales order."
msgstr ""
"Ya que se cree la factura para la orden de venta de la suscripción, podrá "
"ver la factura si hace clic en el botón inteligente :guilabel:`Facturas` que"
" aparece en la parte superior de la orden ce venta."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122
msgid ""
"An email is sent to the customer notifying them of the recurring "
"subscription charge, *if* there is a :guilabel:`Payment Token` on the "
"account."
msgstr ""
"Se le envía un correo electrónico al cliente en el que se le notifica el "
"cargo de la suscripción recurrente *si* hay un :guilabel:`Token de pago` en "
"la cuenta."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125
msgid ""
"To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other "
"Info` tab, and look at the :guilabel:`Payment Token` field, under the "
":guilabel:`Subscription` section."
msgstr ""
"Para revisar si hay un :guilabel:`Token de pago` abra la pestaña "
":guilabel:`Otra información` y busque el campo :guilabel:`Token de pago` "
"bajo la sección :guilabel:`Suscripción`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The Payment Token field under the Other Info tab on a subscription sales "
"order form."
msgstr ""
"El campo de Token de pago bajo la pestaña Otra información en un formulario "
"de orden de venta de suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132
msgid ""
"If there is no :guilabel:`Payment Token`, the invoice is created, and sent "
"to the customer. The payment **must** be registered manually in this case."
msgstr ""
"Si no hay un :guilabel:`token de pago`, la factura se crea y se le envía al "
"cliente. El pago **debe** registrarse de forma manual en este caso."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136
msgid "Closing invoices"
msgstr "Cerrar facturas"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138
msgid ""
"The :guilabel:`Sale Subscription: generate recurring invoices and payments` "
"scheduled action also has the ability to close a subscription, if the "
"following conditions are met:"
msgstr ""
"La acción programada :guilabel:`Venta de suscripción: generar facturas y "
"pagos recurrentes` también le permite cerrar una suscripción si se cumplen "
"con las siguientes condiciones:"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141
msgid ""
"If the subscription has no :guilabel:`Payment Token`, create and post the "
"invoice."
msgstr ""
"Si la suscripción no tiene un :guilabel:`token de pago`, cree y publique la "
"factura."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142
msgid "If the subscription has a :guilabel:`Payment Token`, try to charge."
msgstr "Si la suscripción tiene un :guilabel:`token de pago`, haga un cambio."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144
msgid "If the charge is successful, create and post the invoice."
msgstr "Si el cambio se realiza con éxito, cree y publique la factura."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145
msgid "If the charge fails, send reminders periodically."
msgstr "Si el cambio falla, envíe recordatorios de manera periódica."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147
msgid ""
"Close the subscription if it continues to fail for more than fourteen days."
msgstr ""
"Si el cambio sigue fallando por más de catorce días, cierre la suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150
msgid "Subscriptions expiration"
msgstr "Vencimiento de las suscripciones"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152
msgid ""
"The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action"
" checks for all other conditions that may cause a subscription to close "
"automatically. If certain conditions are met, the scheduled action closes "
"that subscription."
msgstr ""
"La acción programada :guilabel:`Venta de suscripción: vencimiento de la "
"suscripción` revisa todas las condiciones que pueden hacer que una "
"suscripción se cierre de forma automática. Si se cumple alguna condición, la"
" acción programada cerrará esa suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156
msgid ""
"First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled"
" action checks to see if the end date has passed, which is configured on the"
" subscription sales order."
msgstr ""
"Primero, la acción :guilabel:`Venta de suscripción: vencimiento de la "
"suscripción` revisa si la fecha de vencimiento ya pasó. Esta fecha está "
"configurada en la orden de venta de suscripción."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The expiration date on a subscription sales order in Odoo Subscriptions."
msgstr ""
"La fecha de vencimiento en una orden de venta de suscripción en la "
"aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163
msgid ""
"Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled "
"action checks if the invoice has not been paid within the payment terms "
"deadline."
msgstr ""
"Después, la acción programada :guilabel:`Venta de suscripción: vencimiento "
"de la suscripción` revisa si la factura no se ha pagado antes de la fecha "
"límite de los términos de pago"
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166
msgid ""
"To access the invoices attached to a subscription, access the sales order "
"for the subscription product, and click the :guilabel:`Invoices` smart "
"button. Then, look at the :guilabel:`Invoice Date` column."
msgstr ""
"Para acceder a las facturas adjuntas a una suscripción, acceda a la orden de"
" ventas para el producto de suscripción y haga clic en el botón inteligente "
":guilabel:`Facturas`. Después, vea la columna :guilabel:`Fecha de "
"facturación`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The Invoice Date column on subscriptions invoice page in Odoo Subscriptions "
"app."
msgstr ""
"La columna Fecha de facturación en la página de facturas de las "
"suscripciones en la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174
msgid ""
"Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the "
"determined number of days in the :guilabel:`Automatic Closing` field of a "
":guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale "
"Subscription: subscriptions expiration` scheduled action."
msgstr ""
"Las suscripciones sin pagar con una :guilabel:`Fecha de factura` que ya pasó"
" el número determinado de días en el campo :guilabel:`Cierre automático` de "
"un :guilabel:`Plan recurrente` se cierran de manera automática con la acción"
" programada :guilabel:`Suscripción de venta: Vencimiento de suscripciones`."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1
msgid ""
"The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions."
msgstr ""
"El campo de cierre automático en un formulario de plan recurrente en "
"suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182
msgid ""
"For example, if the next invoice date is July 1st, and the "
":guilabel:`Automatic Closing` is set to '30 Days', the scheduled action "
"would close the subscription on August 1st."
msgstr ""
"Por ejemplo, si la fecha de la siguiente factura es el 1 de julio y el "
":guilabel:`Cierre automático` está configurado a '30 días', la acción "
"programada cerrará la suscripción el 1 de agosto."
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189
msgid ":doc:`automatic_alerts`"
msgstr ":doc:`automatic_alerts`"
#: ../../content/applications/sales/subscriptions/upselling.rst:3
#: ../../content/applications/sales/subscriptions/upselling.rst:44
msgid "Upsell subscriptions"
msgstr "Ventas adicionales en suscripciones"
#: ../../content/applications/sales/subscriptions/upselling.rst:5
msgid ""
"Subscriptions are recurrent, and go on indefinitely. As time passes, "
"customers may want to modify them. With that in mind, it's imperative to "
"have the ability to adapt prices, or change quantities, to accommodate any "
"need. That's where the opportunity to upsell a subscription can come into "
"play."
msgstr ""
"Las suscripciones son recurrentes y continúan durante un tiempo indefinido, "
"así que es posible que en algún momento los clientes deseen modificarlas. "
"Por lo tanto, es indispensable poder adaptar los precios o cambiar las "
"cantidades para satisfacer cualquier necesidad. Es en este contexto donde "
"surge la oportunidad de realizar una venta adicional en una suscripción."
#: ../../content/applications/sales/subscriptions/upselling.rst:9
msgid "Upselling may prove beneficial to the following customer types:"
msgstr ""
"Una venta adicional podría ser buena para los siguientes tipos de clientes:"
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid "*Loyal Customers*"
msgstr "*Clientes leales*"
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid ""
"These are customers who already trust the company/brand, and because they "
"have established a pattern of paying for products/services, there's more "
"confidence behind the attempt to sell them a more expensive product/service."
msgstr ""
"Estos son los clientes que ya confían en su empresa o marca y, como ya "
"cuentan con un patrón de pago establecido para ciertos productos o "
"servicios, existe mayor confianza durante el momento en que intente "
"venderles un producto o servicio más caro."
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid "*New Customers*"
msgstr "*Nuevos clientes*"
#: ../../content/applications/sales/subscriptions/upselling.rst:0
msgid ""
"For brand new customers unfamiliar with the company/brand, a new, attractive"
" tactic must be employed to entice them to purchase a more expensive "
"product/service."
msgstr ""
"Estos son los clientes nuevos que no están familiarizados con su empresa o "
"marca, así que debe emplear una táctica nueva y llamativa para persuadirles "
"a comprar un producto o servicio más caro."
#: ../../content/applications/sales/subscriptions/upselling.rst:19
msgid ""
"In these instances, discounts can be useful. Typically, subscriptions end "
"after a certain period of time."
msgstr ""
"Los descuentos pueden ser útiles en un caso como este. Por lo general, las "
"suscripciones terminan después de cierto tiempo."
#: ../../content/applications/sales/subscriptions/upselling.rst:22
msgid ""
"So, if these more expensive products/services are offered to new customers "
"at a discount, it can result in a sale, while establishing a strong sense of"
" trust between the customer and the company/brand. In turn, this can "
"increase customer retention, as they'll grow more comfortable and "
"trustworthy over time."
msgstr ""
"Entonces, si ofrece productos o servicios más costosos a los nuevos clientes"
" con un descuento, es posible que logre venderlos y que al mismo tiempo "
"establezca una fuerte sensación de confianza entre el cliente y su empresa o"
" marca. Además, esto puede aumentar la retención de clientes, ya que con el "
"paso del tiempo se sentirán más cómodos y tendrán más confianza."
#: ../../content/applications/sales/subscriptions/upselling.rst:28
msgid "Discount configuration"
msgstr "Configuración de descuentos"
#: ../../content/applications/sales/subscriptions/upselling.rst:30
msgid ""
"In order to have the ability to upsell a subscription to a new customer, "
"with the aid of a discount, the *Discounts* feature **must** be activated."
msgstr ""
"Para poder realizar ventas adicionales con descuentos en una suscripción "
"para un nuevo cliente **debe** habilitar la función *Descuentos*."
#: ../../content/applications/sales/subscriptions/upselling.rst:33
msgid ""
"To activate the *Discounts* feature, navigate to :menuselection:`Sales app "
"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, "
"and tick the checkbox beside :guilabel:`Discounts`. Then, click "
":guilabel:`Save`."
msgstr ""
"Vaya a :menuselection:`Ventas --> Configuración --> Ajustes` para activar la"
" función de *descuentos*. Diríjase a la sección :guilabel:`Precios`, "
"seleccione la casilla junto a :guilabel:`Descuentos` y haga clic en "
":guilabel:`Guardar`."
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid "Activation of the discount option in Odoo Sales."
msgstr "Activación de la opción de descuento en la aplicación Ventas de Odoo."
#: ../../content/applications/sales/subscriptions/upselling.rst:41
msgid ""
"With that feature activated, the ability to grant discounts on sales order "
"lines."
msgstr ""
"Una vez que haya habilitado esa función podrá proporcionar descuentos en las"
" líneas de las órdenes de ventas."
#: ../../content/applications/sales/subscriptions/upselling.rst:46
msgid ""
"Before upselling a subscription, check out our documentation on how to "
":doc:`Create a quotation <../subscriptions>` using subscription products."
msgstr ""
"Antes de realizar una venta adicional para una suscripción, consulte nuestra"
" documentación sobre cómo :doc:`crear una cotización <../subscriptions>` con"
" productos de suscripción. "
#: ../../content/applications/sales/subscriptions/upselling.rst:49
msgid ""
"When a quotation with a subscription is confirmed, it officially becomes a "
"sales order, and a new subscription is created in the Odoo *Subscriptions* "
"application."
msgstr ""
"Al confirmar una cotización con una suscripción, esta se convierte en una "
"orden de venta y se crea una nueva suscripción en la aplicación "
"*Suscripciones* de Odoo."
#: ../../content/applications/sales/subscriptions/upselling.rst:53
msgid ""
"The subscription sales order **must** be invoiced *before* an upsell can "
"occur."
msgstr ""
"**Debe** facturar la orden de venta de la suscripción *antes* de poder "
"realizar una venta adicional. "
#: ../../content/applications/sales/subscriptions/upselling.rst:55
msgid ""
"When the subscription sales order is opened, either in the *Sales* or "
"*Subscriptions* application, the ability to upsell that subscription is "
"available, via the :guilabel:`Upsell` button at the top of the sales order."
msgstr ""
"Al abrir la orden de venta de la suscripción, ya sea desde la aplicación "
"*Ventas* o *Suscripciones*, puede realizar una venta adicional para esa "
"suscripción con el botón :guilabel:`Venta adicional` ubicado en la parte "
"superior de la orden de venta."
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid "Upsell button for subscription sales orders with Odoo Subscriptions."
msgstr ""
"El botón \"Venta adicional\" en la orden de venta de la suscripción en la "
"aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/upselling.rst:63
msgid ""
"When the :guilabel:`Upsell` button is clicked, a new quotation form appears,"
" with an :guilabel:`Upsell` status banner in the upper-right corner. The "
"initial subscription product is already in the :guilabel:`Order Lines` tab."
msgstr ""
"Al hacer clic en el botón :guilabel:`Venta adicional` aparece un nuevo "
"formulario de cotización con el indicador de estado :guilabel:`Venta "
"adicional` en la esquina superior derecha. El producto de suscripción "
"inicial ya se encuentra en la pestaña :guilabel:`Líneas de la orden`."
#: ../../content/applications/sales/subscriptions/upselling.rst:67
msgid ""
"There is also a warning reminding the user that the recurring products are "
"discounted, according to the prorated period of time, located beneath the "
"initial subscription product in the :guilabel:`Order Lines` tab."
msgstr ""
"Debajo del producto de suscripción inicial en la pestaña :guilabel:`Líneas "
"de la orden` también aparece una advertencia para recordarle al usuario que "
"los productos recurrentes tienen descuentos según el periodo prorrateado."
#: ../../content/applications/sales/subscriptions/upselling.rst:72
msgid ""
"The prorated amount is **only** applied to *Service* product types. It is "
"**not** applied to *Consumable* or *Storable* product types, even if the "
"message appears."
msgstr ""
"El importe prorrateado **solo** se aplica a los tipos de productos "
"*Servicio* y **no** aplica a los tipos de productos *Consumible* o "
"*Almacenables*, incluso si aparece el mensaje."
#: ../../content/applications/sales/subscriptions/upselling.rst:75
msgid ""
"From this new upsell quotation form, add new subscription products in the "
":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and "
"selecting the desired subscription product."
msgstr ""
"Agregue nuevos productos de suscripción en la pestaña :guilabel:`Líneas de "
"la orden` del nuevo formulario de cotización de venta adicional. Haga clic "
"en :guilabel:`Agregar un producto` y seleccione el producto de suscripción "
"deseado."
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid ""
"Adding products to your subscription via the upsell option in Odoo "
"Subscriptions"
msgstr ""
"Agregar productos a su suscripción a través de la opción de venta adicional "
"en la aplicación Suscripciones de Odoo."
#: ../../content/applications/sales/subscriptions/upselling.rst:82
msgid ""
"Once the desired upsell subscription product(s) have been added, it can be "
"sent to the customer for approval by clicking the :guilabel:`Send by Email` "
"button."
msgstr ""
"Una vez que haya agregado los productos de suscripción adicionales "
"correspondientes puede enviárselos al cliente para que los apruebe, solo "
"haga clic en el botón :guilabel:`Enviar por correo electrónico`."
#: ../../content/applications/sales/subscriptions/upselling.rst:86
msgid ""
"When the quotation is confirmed by the customer, the upsell products are "
"added to the initial subscription. Quotation prices are then prorated to the"
" remaining time of the current invoicing period."
msgstr ""
"Cuando los clientes confirman la cotización, los productos de venta "
"adicional se agregan a la suscripción inicial. Los precios de las "
"cotizaciones se reparten entre el tiempo restante del periodo de facturación"
" actual."
#: ../../content/applications/sales/subscriptions/upselling.rst:91
msgid ""
"Before sending the new quotation to the customer, the unit price, taxes, and"
" even discount can be applied."
msgstr ""
"Antes de enviar la nueva cotización al cliente puede aplicar el precio "
"unitario, los impuestos e incluso el descuento."
#: ../../content/applications/sales/subscriptions/upselling.rst:94
msgid ""
"Once the customer approves, click the :guilabel:`Confirm` button on the "
"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales "
"History` smart button appears, displaying how many sales orders are attached"
" to this initial subscription order."
msgstr ""
"Después de que el cliente haya realizado la aprobación, haga clic en el "
"botón :guilabel:`Confirmar` en la cotización para convertirla en una orden "
"de venta. Después de realizar esa acción, aparece el botón inteligente "
":guilabel:`Historial de ventas` que muestra cuántas órdenes de venta están "
"vinculadas a esta orden de suscripción inicial."
#: ../../content/applications/sales/subscriptions/upselling.rst:98
msgid ""
"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a "
"separate page containing a list of the related sales orders, clearly "
"showcasing their individual :guilabel:`Subscription Status`."
msgstr ""
"Al hacer clic en el botón inteligente :guilabel:`Historial de ventas`, Odoo "
"abre una página que incluye la lista de las órdenes de venta relacionadas y "
"su respectivo :guilabel:`estado de suscripción`."
#: ../../content/applications/sales/subscriptions/upselling.rst-1
msgid ""
"The related sales order viewable from the Sales History smart button in Odoo"
" Subscriptions."
msgstr ""
"La orden de venta relacionada visible desde el botón inteligente Historial "
"de ventas en la aplicación Suscripciones de Odoo."
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