1371 lines
72 KiB
Plaintext
1371 lines
72 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 15.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-04-29 08:05+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/services.rst:5
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msgid "Services"
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msgstr ""
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#: ../../content/applications/services/field_service.rst:8
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msgid "Field Service"
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msgstr ""
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#: ../../content/applications/services/field_service.rst:11
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msgid "`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-service-49>`_"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:3
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msgid "User default warehouse"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:5
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msgid "Setting up a **default warehouse** can be useful for field technicians who keep a supply in their van or those who always resupply from the same warehouse. It also allows field workers to switch between warehouses from their profiles."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:9
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msgid "Products in sales orders created during field interventions are always pulled from the default warehouse, keeping the inventory accurate."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:13
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msgid ":doc:`../../inventory_and_mrp/inventory`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:16
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msgid "Configuration"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:18
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msgid "To set up a user default warehouse, the :doc:`storage locations <../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations>` feature needs to be activated in the **Inventory** app. It is also necessary to have more than one warehouse in your database."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:23
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msgid "You can either set it up :ref:`for your profile <default-warehouse/my-profile>`, or :ref:`for all users <default-warehouse/all-users>`."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:27
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msgid ":doc:`../../inventory_and_mrp/inventory/management/warehouses/warehouses_locations`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:32
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msgid "For your profile"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:34
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msgid "To set up a default warehouse for yourself, click your **profile icon** in the upper right corner of the screen, then, go to :menuselection:`My Profile --> Preferences --> Default Warehouse`. Select the default warehouse from the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:41
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msgid "For all users"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:43
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msgid "To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users --> Manage users`, select a user, then go to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, and select the default warehouse from the drop-down menu."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:-1
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msgid "Selection of a default warehouse on a user profile."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:51
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msgid "Use in field service tasks"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:53
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msgid "Once a default warehouse has been configured for a user, the materials used for a sales order related to a Field Service task are pulled from that specific warehouse. Open the related sales order, go to the :guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is applied correctly."
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:58
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msgid "Once the Field Service task is marked as done, the stock of the default warehouse is automatically updated."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:3
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msgid "Onsite interventions planning"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:6
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msgid "From a sales order"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:8
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msgid "Allowing your sales team to open onsite interventions creates a seamless experience for your customers. They can receive a quotation they first have to approve before the work even starts."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:11
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msgid "Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:13
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msgid "Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product Type`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:15
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msgid "Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service Invoicing Policy`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:17
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msgid "Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:18
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msgid "Select your :guilabel:`Project`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:19
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msgid "If you use them, select your :guilabel:`Worksheet Template`, and save."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Product configuration to create tasks from sales orders in Odoo Field Service"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:25
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msgid "From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A task is automatically set up under your Field Service project. It is directly accessible from the sales order."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Field Service task on a sales order in Odoo Sales"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:34
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msgid "From helpdesk tickets"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:36
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msgid "The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage intervention requests directly. Planning field service tasks from tickets speeds up your processes."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:40
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msgid "Configure the helpdesk team"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:42
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable :guilabel:`Onsite Interventions`."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Onsite interventions settings in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:49
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msgid "The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it to create a new task under your field service project."
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msgstr ""
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#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
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msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:8
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msgid "Helpdesk"
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:11
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msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced.rst:5
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msgid "Advanced"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
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msgid "After Sales Features"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
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msgid "As your business grows, having the right tool to support your helpdesk team on recording, tracking and managing issues raised easy and efficiently, is key. Odoo’s Helpdesk application allows you to generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite interventions from a ticket’s page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
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msgid "Set up the after sales services"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
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msgid "Generate credit notes from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
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msgid "You can use a credit note to refund a customer or adjust the amount due. For that, simply go to your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* generates a credit note, and you can *Post* it while still being in the *Helpdesk* app."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
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msgid "Allow product returns from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:32
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msgid "The process of a product return from your customer back to your warehouse is taken into action when, at the ticket page, you choose the option *Return*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:39
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msgid "Grant coupons from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:41
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msgid "First, be sure to have your *Coupon Program* planned in the *Sales* or *Website* application. Then, in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
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msgid "Repairs from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:50
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msgid "Clicking on *Repair* option, on your ticket page, a new repair order form is shown. Fill in the information as needed and choose the next step."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:57
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msgid "Plan onsite interventions from tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:59
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msgid "At the ticket's page click on *Plan Intervention*, and set up your onsite intervention exactly the same way as if you were on the *Field Service* application."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
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msgid "`Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
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msgid "Allow customers to close their tickets"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
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msgid "Allowing customers to close their own tickets gives them autonomy and minimizes misunderstandings around when an issue is considered solved or not. This results in operational capacity for support teams, and higher satisfaction for the customer."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:10
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msgid "Enable ticket closing"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12
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msgid "Start by navigating to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and choose the appropriate team. Then click :guilabel:`Edit` and enable :guilabel:`Ticket closing` by checking the field box."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
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msgid "Ticket closing feature in Odoo Helpdesk."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:19
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msgid "To designate which stage the ticket migrates to once it is closed, navigate to the ticket pipeline by going to :menuselection:`Helpdesk --> Overview` and clicking :guilabel:`Tickets` on the team's card."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:23
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msgid "There are two options: create a new Kanban stage or work with an existing one. For both scenarios, click the :guilabel:`Settings (gear)` icon next to the stage name, select :guilabel:`Edit Stage`, and enable :guilabel:`Closing Stage`. After checking the field box, click :guilabel:`Save` to finish."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:29
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msgid "If a closing stage is not specified, by default, the ticket is moved to the last stage in the kanban. If more than one stage is set as a closing stage, the ticket is placed in the first closing stage column."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:33
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msgid "With the ticket closing settings now complete, customers can now view the option to :guilabel:`Close this ticket` when they log into their portal."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
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msgid "Customer view of ticket closing in Odoo Helpdesk."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:40
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msgid "Get reports on tickets closed by customers"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:42
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msgid "To analyze the tickets that have been closed by customers, go to :menuselection:`Helpdesk --> Reporting --> Tickets`. Then, click on the :guilabel:`Filters` menu and choose :guilabel:`Add Custom filter`. Next, set the custom filter parameters to :guilabel:`Closed by partner` and :guilabel:`is true`. Finally, click :guilabel:`Apply`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
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msgid "Filter for tickets closed by customers on Odoo Helpdesk's reporting page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
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msgid "Track and bill time"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
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msgid "*Helpdesk* provides teams with the ability to track the amount of hours spent working on a ticket, and to bill a customer for that time. Through integrations with the *Sales*, *Timesheets*, *Project*, and *Accounting* applications, customers can be charged once the work is completed, or before it has even begun."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
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msgid "Since the *Track & Bill Time* features require integration with other applications, enabling them may result in the installation of additional modules or applications."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
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msgid "Installing a new application on a *One-App-Free* database triggers a 15-day trial. At the end of the trial, if a paid subscription has not been added to the database, it will no longer be active or accessible."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
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msgid "Track and bill time features configuration"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
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msgid "Before a customer can be invoiced for support services, the *Track & Bill Time* features **must** be enabled on each *Helpdesk* team individually."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
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msgid "Enable track and bill time on a team"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
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msgid "To view and enable the *Track & Bill Time* features on a *Helpdesk* team, first navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new Helpdesk team <../overview/getting_started>`. This reveals a team's settings page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:32
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msgid "On the team's settings page, click :guilabel:`Edit`, then scroll to the :guilabel:`Track & Bill Time` section. Tick the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:35
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msgid "Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled :guilabel:`Project`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:38
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msgid "If this is the first time this feature has been enabled on this database, the page may need to be manually saved and refreshed before the :guilabel:`Project` field appears."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:41
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msgid "The project selected in this field represents where all the timesheets for this team's tickets are recorded. Click into the :guilabel:`Project` drop-down menu to select a project."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:44
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msgid "To create a new project where the timesheets are recorded, click into the :guilabel:`Project` drop-down menu, type a name for the project, and then click :guilabel:`Create` from the drop-down menu beneath."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:48
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msgid "Click :guilabel:`Save` at the top-left of the page to save any changes."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
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msgid "The settings page of a Helpdesk team with the track and bill time settings enabled."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:57
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msgid "Configure service products"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:59
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msgid "When the :guilabel:`Time Billing` feature is enabled, a new product is created in the *Sales* app called, *Service on Timesheet*. This product can be found under :menuselection:`Sales app--> Products --> Products`. Then, search for `Service on Timesheet` in the :guilabel:`Search...` bar. This is the product that is used when invoicing for *post-paid support services* **after** they have been completed."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:65
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msgid "Select :guilabel:`Service on Timesheet` from the :guilabel:`Products` page. This reveals the product detail form. The product is configured with the :guilabel:`Product Type` set to :guilabel:`Service`, and the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Click :guilabel:`Edit` to make any necessary changes to the product record, such as the :guilabel:`Cost` or :guilabel:`Sales Price`, then click :guilabel:`Save`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
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msgid "The Service on Timesheet product with emphasis on the invoicing policy field."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:75
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msgid "In order to invoice for support services *before* the work has been completed, also known as *prepaid support services*, a separate product with a different invoicing policy must be created."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:78
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msgid "To create a new service product, go to :menuselection:`Sales app --> Products --> Products`, and click :guilabel:`Create`. This reveals a blank product detail form."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:81
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msgid "On the new product form, add a :guilabel:`Product Name`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:84
|
||
msgid "Try to use a name that identifies the purpose of the product, for example, `Prepaid Services`. This makes it easier when adding it to a sales order later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:87
|
||
msgid "Set the :guilabel:`Product Type` to :guilabel:`Service`. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means an invoice can be generated and payment can be received for this product, before any timesheet entries have been recorded for these services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:95
|
||
msgid "Finally, set the :guilabel:`Sales Price`, and confirm that the :guilabel:`Unit of Measure` is set to :guilabel:`Hours`. Then, click :guilabel:`Save` to save those configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:99
|
||
msgid "Invoice prepaid support services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:101
|
||
msgid "When support services are billed on a fixed price, an invoice can be created before any work is completed on the issue. In this case, a service product with the *Invoicing Policy* set to *Prepaid/Fixed Price* would be used, just like the one created in the :ref:`Configure service products <helpdesk/configure-service-products>` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:107
|
||
msgid "Create prepaid product sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:109
|
||
msgid "To invoice a customer for prepaid support services, first create a sales order (SO) with the support services product. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`Create` to reveal a blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:113
|
||
msgid "Then, fill out the quotation form with the customer information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:115
|
||
msgid "Go to the :guilabel:`Order Lines` tab of the quotation, and click :guilabel:`Add a Product`. Then, select the *prepaid services product* configured in the steps :ref:`above <helpdesk/configure-service-products>`. Update the :guilabel:`Quantity` field with the number of hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:120
|
||
msgid "After updating any other necessary information, :guilabel:`Confirm` the quotation. This converts the quotation into a :abbr:`SO (sales order)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:124
|
||
msgid "Create/send invoice for prepaid services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:126
|
||
msgid "Once the :abbr:`SO (sales order)` has been confirmed, click the :guilabel:`Create Invoice` button on the sales order form. This opens a :guilabel:`Create invoices` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
|
||
msgid "If no down payment is collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular invoice`. If a :doc:`down payment <../../../sales/sales/invoicing/down_payment>` is collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:134
|
||
msgid "When the necessary information has been entered, click :guilabel:`Create and View Invoice` or :guilabel:`Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
|
||
msgid "Invoices are created in draft mode, so they can be reviewed and edited, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:140
|
||
msgid "The invoice can then be :doc:`sent to the customer <../../../finance/accounting/customer_invoices>` for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
|
||
msgid "Create helpdesk ticket for prepaid services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146
|
||
msgid "To create a *Helpdesk* ticket for prepaid services, navigate to :menuselection:`Helpdesk app`, and click the :guilabel:`Tickets` button on the desired team's card, to reveal that specific team's pipeline. Click :guilabel:`Create` to create a new ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:150
|
||
msgid "On the blank ticket form, enter a ticket :guilabel:`Title` and the :guilabel:`Customer` information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:153
|
||
msgid "When the customer name is added, the :guilabel:`Sales Order Item` field automatically populates with the most recent prepaid sales order item that has time remaining."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:156
|
||
msgid "If a customer has more than one sales order item with remaining time, click the :guilabel:`Sales Order Item` field, and select the correct item from the drop-down list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:159
|
||
msgid "After entering all of the necessary information, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:162
|
||
msgid "Track hours on helpdesk ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:164
|
||
msgid "Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab on the specific ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:166
|
||
msgid "On the ticket detail form, click on the :guilabel:`Timesheets` tab, and click :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a :guilabel:`Description` of the task, and enter the number of :guilabel:`Hours Spent` working on the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:170
|
||
msgid "As new lines are added to :guilabel:`Timesheets` tab, the :guilabel:`Remaining Hours on SO` field, at the bottom-right of the tab, is automatically updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
|
||
msgid "The timesheets tab of a Helpdesk ticket keeping track of the number of hours remaining on a\n"
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:179
|
||
msgid "If the number of hours on the :guilabel:`Timesheets` tab exceeds the number of hours sold, the :guilabel:`Remaining Hours of SO` turns red."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182
|
||
msgid "As hours are added to the :guilabel:`Timesheets` tab, they are automatically updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:186
|
||
msgid "Invoice post-paid support services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:188
|
||
msgid "When support services are billed based on the amount of time spent on an issue, an invoice **cannot** be created before the total number of hours required to solve the problem have been entered on a timesheet. In this case, a service product with the *Invoicing Policy* set to *Based on Timesheets* would be used, like the one created :ref:`above <helpdesk/configure-service-products>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194
|
||
msgid "Create time-tracked product sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:196
|
||
msgid "To invoice a customer for post-paid support services, first create a sales order (SO) with the :guilabel:`Service on Timesheet` product. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`Create` to reveal a blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:200
|
||
msgid "Fill out the quotation with the customer information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:202
|
||
msgid "On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select the :guilabel:`Service on Timesheet` product configured :ref:`above <helpdesk/configure-service-products>`. After updating any other necessary information, :guilabel:`Confirm` the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:207
|
||
msgid "Unlike with the prepaid service quotations, Odoo does **not** allow an invoice to be created at this time. That is because no services have been performed; in other words, nothing has been delivered, therefore, there is nothing to invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:212
|
||
msgid "Create a helpdesk ticket for time-tracked services"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:214
|
||
msgid "To record a *Timesheet* entry for time-tracked services, go to the :menuselection:`Helpdesk app`, and select the appropriate team for which these services apply."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:217
|
||
msgid "If there is already an existing ticket for this issue, select it from the Kanban view to open it. If there is no existing ticket for this customer issue, click :guilabel:`Create` to create a new ticket, and enter the necessary customer information on the blank ticket detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:221
|
||
msgid "After selecting or creating a ticket, go to the :guilabel:`Sales Order Item` drop-down menu. Select the :abbr:`SO (sales order)` created in the previous step."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:225
|
||
msgid "Track support hours on a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227
|
||
msgid "In order to create an invoice for a product based on timesheets, hours need to be tracked and recorded. At this point, the service is considered *delivered*. To record hours for this support service, click on the :guilabel:`Timesheets` tab of the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:231
|
||
msgid "Click :guilabel:`Add a Line` to record a new entry. Select an :guilabel:`Employee` from the drop-down menu, and record the time spent in the :guilabel:`Hours Spent` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:234
|
||
msgid "Repeat these steps, as needed, until all time spent on the issues has been recorded. Then, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:238
|
||
msgid "Create invoice for hours tracked on a ticket"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:240
|
||
msgid "After the customer's issue has been solved, and it is determined no new timesheet entries need to be made, an invoice can be created, and the customer can be billed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:243
|
||
msgid "To do this, return to the :abbr:`SO (sales order)` by clicking on the :guilabel:`Sales Order` smart button at the top of the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:246
|
||
msgid "Before creating the invoice, confirm that the number in the :guilabel:`Delivered` column matches the total number of :guilabel:`Hours Spent` listed in the :guilabel:`Timesheets` tab on the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:249
|
||
msgid "Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create invoices` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:251
|
||
msgid "If no down payment is collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular invoice`. If a down payment is collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:256
|
||
msgid "Use the :guilabel:`Timesheets Period` field if this invoice should **only** include timesheets from a certain time period. If this field is left blank, **all** applicable timesheets that have not yet been invoiced will be included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:260
|
||
msgid "When the necessary information has been entered, click :guilabel:`Create and View Invoice` or :guilabel:`Create Invoice`. The invoice can then be :doc:`sent to the customer <../../../finance/accounting/customer_invoices>` for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:265
|
||
msgid ":doc:`../../../inventory_and_mrp/inventory/management/products/uom`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:266
|
||
msgid ":doc:`../../../sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||
#: ../../content/applications/services/timesheets/overview.rst:5
|
||
msgid "Overview"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:3
|
||
msgid "Forum and eLearning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:6
|
||
msgid "Forum"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:8
|
||
msgid "To go above and beyond email, live chat, web forms, and phone lines, offer your customers a support forum. This way, customers might become more attached to your company as they would be investing time to get into details of your business. You also encourage the exchange of experiences and knowledge, supporting the feeling of belonging to a community (your community!)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:14
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:52
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:10
|
||
msgid "Set up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:16
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Team` and enable *Help Center*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
msgid "Overview of the settings page of a helpdesk team emphasizing the help center feature in\n"
|
||
"Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:23
|
||
msgid "Create, or edit a forum by clicking on the external link. Among the editing options, choose if you would like the *Forum Mode* to be *Questions*: only one answer is allowed per question or *Discussions*: multiple answers are allowed per question."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
msgid "Overview of a forum’s settings page in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:31
|
||
msgid "From now on, logged in users can start their discussions. To keep track of posts, go to :menuselection:`Website --> Forum --> Posts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
msgid "Overview of the Forums page of a website to show the available ones in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:38
|
||
msgid "Turn tickets into forum posts by simply clicking on *Share on the Forum* on the ticket's page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:45
|
||
msgid "eLearning"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:47
|
||
msgid "In addition to a forum, offer online courses. When doing so, you link your customers and users’ needs and questions to useful content, helping to boost efficiency as they can also find their answers there."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:54
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *eLearning*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
msgid "Overview of the settings page of a customer care team emphasizing the feature elearning in\n"
|
||
"Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:61
|
||
msgid "Once the structure and content of your course are ready, *Publish* it by clicking on *Unpublished*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
msgid "View of a course being published for Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:67
|
||
msgid "To keep track of your course statistics, go to *eLearning* and *View Course*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:-1
|
||
msgid "View of the elearning applications dashboard for Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:73
|
||
msgid "Todo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:73
|
||
msgid "DETAILS/INFO SHOULD COME FROM ELEARNING DOCS. THEREFORE, LINK DOCS ONCE AVAILABLE!"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:3
|
||
msgid "Getting Started"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:5
|
||
msgid "Helpdesk teams provide your customers with support to queries or errors they might encounter while using your product/service. Therefore, a successful scheme where you can organize multiple teams with their customized pipeline, visibilities settings, and ticket traceability is essential."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:10
|
||
msgid "Set up teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:12
|
||
msgid "To modify or create teams, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:14
|
||
msgid "Setting up multiple teams allows you to group tickets by your channels (example: BE/US), or by your support services' types (example: IT, accounting, admin, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of the helpdesk teams page in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:21
|
||
msgid "Team’s productivity and visibility"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:23
|
||
msgid "Teams can have individual *Assignment Methods* to ensure that tickets get redirected to the right person:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:26
|
||
msgid "*Manually*: tickets are manually assigned, allowing employees to manage their own workload and target tickets they are experts at;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:28
|
||
msgid "*Random*: tickets are randomly assigned and everyone gets the same amount. This method ensures that all tickets are handled as the assignment happens automatically;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:30
|
||
msgid "*Balanced*: tickets are assigned to the person with the least amount of tickets so that everyone fairly gets the same amount. Thereby, you ensure that all tickets get to be taken care of."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of a helpdesk team settings page emphasizing the productivity and visibility features\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:40
|
||
msgid "For the *Random* and *Balanced* assignment methods, you can set the *Team Members* among whom tickets are assigned. Leave the field empty to include all employees (with the proper access rights)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:43
|
||
msgid "The *Team Visibility* feature allows you to specify who can see and access the team’s tickets. Therefore, ticket’s with sensible information are only seen by the right people. Leave the field empty to include all employees (with the proper access rights)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:46
|
||
msgid "Set up stages and share it among teams"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:48
|
||
msgid "To set up stages, go to :menuselection:`Helpdesk --> Configuration --> Stages`. Then, create and/or edit stages as you need and set specific teams to use certain stages under *Team*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of a stage’s setting page emphasizing the option to add teams in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:55
|
||
msgid "Stages can be shared between one or multiple teams, allowing you to adapt the pipeline to your individual needs. They also apply a visibility and access rule, as other teams are not able to see or use the stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:-1
|
||
msgid "View of a team’s kanban view in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:64
|
||
msgid ":doc:`/applications/general/users`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
|
||
msgid "Ratings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
|
||
msgid "Allow customers to rate their experience with your helpdesk teams to strengthen your credibility and gain their trust. Reviews can also influence a customer’s decision and open space for feedback that can help you improve the quality of your services."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Ratings on tickets*. The feature automatically adds a default email template on the non-folded *closing stage(s)* of that team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:21
|
||
msgid "To edit the email template and the stage(s) set as the closing ones, go to the Kanban view of your helpdesk team and click on *Settings*, then on *Edit Stage*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "Overview of a helpdesk team kanban view emphasizing the menu edit stage in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:28
|
||
msgid "Now, once a ticket reaches the stage(s) designated as the *Closing Stage*, an email is sent to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "View of a standard helpdesk customer review email template for Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:35
|
||
msgid "Ratings can be seen on the chatter of each ticket, under the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:39
|
||
msgid "Ratings visible on the customer portal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:41
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Display Rating on Customer Portal*. Now, by clicking on the helpdesk team’s name on their ticket, customers can see its ratings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
|
||
msgid "View of the helpdesk ticket from a user’s portal emphasizing the link to the helpdesk team\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/ratings.rst:51
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:195
|
||
msgid ":doc:`../advanced/close_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
|
||
msgid "Start Receiving Tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
|
||
msgid "Offering a variety of channels from where your customers can contact you grants them flexibility and the right to choose the best one for themselves. And, in order to make sure inquiries across all channels get addressed, it is essential to have a solution where all interactions come in one place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
|
||
msgid "Channels options to submit tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
|
||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, and enable the following features as you want them to be available to your users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of a helpdesk teams setting page emphasizing the channels options in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
|
||
msgid "Email Alias"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:24
|
||
msgid "Let your customers submit tickets by sending an email to your support email address. The subject line of the email becomes the title of the ticket and the content is shown in the Chatter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
|
||
msgid "Select *Configure domain name* to be redirected to *Settings* and, from there, enable *External Email Servers* to determine or change your *Alias Domain*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the settings page of a helpdesk team emphasizing the email alias feature\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:35
|
||
msgid "Using your own email server is required to send and receive emails in Odoo Community and Enterprise. Online users benefit from a ready-to-use email server."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:39
|
||
msgid "Website Form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:41
|
||
msgid "Allow your customers to submit a ticket by filling in a form through your website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:42
|
||
msgid "Once the feature is activated, get redirected to your website by clicking on *Go to Website*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the settings page of a helpdesk team emphasizing the Go to Website button in\n"
|
||
"Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:49
|
||
msgid "From the website page customize the form as you like. Then, publish it by clicking on *Unpublished*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the website form to submit a ticket for Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:56
|
||
msgid "Live Chat"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:59
|
||
msgid "Through live interactions with your website visitors, helpdesk tickets can be instantly created and redirected to the right person."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:61
|
||
msgid "Click on your helpdesk team's name - for the example below: *Customer Care* - and :doc:`set up your channel </applications/websites/livechat>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of the settings page of a helpdesk team emphasizing the live chat features and links\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68
|
||
msgid "Now, your operators can create tickets by using the :doc:`command </applications/websites/livechat/responses>` */helpdesk (subject_of_ticket)*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:72
|
||
msgid "Prioritize tickets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:74
|
||
msgid "Use the stars to prioritize your tickets. The most urgent ones appear at the top of your list on the Kanban view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77
|
||
msgid "1 star = *Low priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:78
|
||
msgid "2 stars = *High priority*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:79
|
||
msgid "3 stars = *Urgent*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:-1
|
||
msgid "View of a team’s kanban view and the prioritized tasks in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:87
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:60
|
||
msgid ":doc:`sla`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:89
|
||
msgid ":doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
|
||
msgid "Reports for a Better Support"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:5
|
||
msgid "An efficient customer service solution should have a built-in reporting option. Reports allow you to track trends, identify areas for improvement, manage employees’ workloads and, most importantly, meet your customer’s expectations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:10
|
||
msgid "Cases"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
|
||
msgid "Some examples of the reports Odoo Helpdesk can generate include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:14
|
||
msgid "The number of tickets *grouped by* team and ticket type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:17
|
||
msgid "In this manner, you are able to evaluate which ticket types have been the most frequent ones, plus the workload of your teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:19
|
||
msgid "Apply *Time Ranges* if you would like to make comparisons to a *Previous Period* or a *Previous Year*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of a helpdesk ticket analysis by team and ticket type in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:25
|
||
msgid "The number of tickets closed per day, per team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:27
|
||
msgid "Get an overview of how many requests each team is closing per day in order to measure their performance. Identify productivity levels to understand how many requests they are able to handle."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of a helpdesk ticket analysis by team and close date in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:35
|
||
msgid "Filter it by *Assignee* to see Key Performance Indicators (KPI) per agent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:37
|
||
msgid "The number of hours tickets are taking to be solved, grouped by team and ticket type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:39
|
||
msgid "Check if your expectations are met by *measuring* the *Time to close (hours)*. Your customers not only expect fast responses but they also want their issues to be handled quickly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of helpdesk ticket analysis of the hours to close by ticket type and team in\n"
|
||
"Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:48
|
||
msgid "Save filters"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:50
|
||
msgid "Save the filters you use the most and avoid having to reconstruct them every time they are needed. To do so, set the groups, filters, and measures needed. Then, go to *Favorites*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:-1
|
||
msgid "View of helpdesk ticket analysis emphasizing the option to add a filter as a favorite one\n"
|
||
"in Odoo Helpdesk"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/reports.rst:59
|
||
msgid ":doc:`receiving_tickets`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
|
||
msgid "Service level agreements (SLAs)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:5
|
||
msgid "A *service level agreement* (SLA) defines the level of service a customer can expect from a supplier. :abbr:`SLAs (Service Level Agreements)` provide a timeline that tells customers when they can expect results, and keeps the support team on target."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:10
|
||
msgid "The *SLA Policies* feature **must** be enabled on newly-created *Helpdesk* teams."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:12
|
||
msgid "To enable the feature, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on a team to open that team's configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:15
|
||
msgid "From here, scroll to the :guilabel:`Performance` section. To turn on the :abbr:`SLAs (Service Level Agreements)` feature for the team, tick the :guilabel:`SLA Policies` checkbox. Click :guilabel:`Save` to save the changes. The page may need to be refreshed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "The configuration page for a Helpdesk team with the SLA feature enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:24
|
||
msgid "Create SLA policy"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:26
|
||
msgid "To create a new policy, go to :menuselection:`Helpdesk app --> Configuration --> SLA Policies`, and click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:29
|
||
msgid "Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA Policies` smart button at the top of the team's settings page, and click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:33
|
||
msgid "On the blank :guilabel:`SLA Policies` form, enter a name on the blank line at the top of the form, and a description in the :guilabel:`Description of the policy...` field. Then, proceed to fill out the form using the steps below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:38
|
||
msgid "Define SLA policy criteria"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:40
|
||
msgid "The :guilabel:`Criteria` section is used to identify which tickets this policy is applied to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:42
|
||
msgid "Fill out the following fields to adjust the selection criteria:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:45
|
||
msgid "Unless otherwise indicated, multiple selections can be made for each field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:47
|
||
msgid ":guilabel:`Helpdesk Team`: a policy can only be applied to one team. *This field is required.*"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:48
|
||
msgid ":guilabel:`Minimum Priority`: the priority level for a ticket is identified by selecting one, two, or three of the :guilabel:`⭐ (star)` icons, representing the priority level on the Kanban card, or on the ticket itself. The :abbr:`SLA (Service Level Agreement)` is **only** applied after the priority level has been updated on the ticket to match the :abbr:`SLA (Service Level Agreement)` criteria. If no selection is made in this field, this policy applies to all priority levels."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:53
|
||
msgid ":guilabel:`Type`: ticket types can be helpful when indicating when a ticket is a customer question that can be solved with a quick response, or an issue that may require additional investigation. Multiple ticket types can be selected for this field. If no selection is made, this policy applies to all ticket types."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:57
|
||
msgid ":guilabel:`Tags`: tags are used to indicate what the ticket is about. Multiple tags can be applied to a single ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:59
|
||
msgid ":guilabel:`Customers`: individual contacts or companies may be selected in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:60
|
||
msgid ":guilabel:`Sales Order Items`: this field is available only if a team has the *Timesheets* feature enabled. This allows the ticket to link directly to a specific line on a sales order, which must be indicated on the ticket in the :guilabel:`Sales Order Items` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:65
|
||
msgid "Establish an SLA policy target"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:67
|
||
msgid "The :guilabel:`Target` section of an :abbr:`SLA (Service Level Agreement)` policy form, identifies the stage a ticket needs to reach, and the time allotted to reach that stage, to satisfy the :abbr:`SLA (Service Level Agreement)` policy. Any stage assigned to a team may be selected for the :guilabel:`Reach Stage` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:73
|
||
msgid "An :abbr:`SLA (Service Level Agreement)` titled `8 Hours to Close` tracks the working time before a ticket is completed, and would have `Solved` as the :guilabel:`Reach Stage`. Simultaneously, an :abbr:`SLA (Service Level Agreement)` titled `2 Days to Start` tracks the working time before work on a ticket has begun, and would have `In Progress` as the :guilabel:`Reach Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:78
|
||
msgid "Time spent in stages selected in the :guilabel:`Excluding Stages` field are **not** included in the calculation of the :abbr:`SLA (Service Level Agreement)` deadline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:82
|
||
msgid "Meet SLA deadlines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:84
|
||
msgid "As soon as it is determined that a ticket fits the criteria of an :abbr:`SLA (Service Level Agreement)` policy, a deadline is calculated. The deadline is based on the creation date of the ticket, and the targeted working hours."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:89
|
||
msgid "The value indicated next to the :guilabel:`Working Hours` field of an :abbr:`SLA (Service Level Agreement)` policy is used to determine the deadline. By default, this is determined by the value set in the :guilabel:`Company Working Hours` field. To view, or update, this setting, first enable :doc:`developer mode <../../../general/developer_mode/>`. Then, navigate to :menuselection:`Settings app --> Technical --> Resources --> Working Times`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:95
|
||
msgid "The deadline is then added to the ticket, as well as a tag indicating the name of the :abbr:`SLA (Service Level Agreement)` applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:98
|
||
msgid "When a ticket satisfies an :abbr:`SLA (Service Level Agreement)` policy, the :abbr:`SLA (Service Level Agreement)` tag turns green, and the deadline disappears from view on the ticket."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:105
|
||
msgid "A Helpdesk ticket with two SLA tags attached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:105
|
||
msgid "This Helpdesk ticket has two SLA policies applied to it. One of the policies has been satisfied, so the tag has turned green. The other policy is in progress."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:109
|
||
msgid "If a ticket fits the criteria for more than one :abbr:`SLA (Service Level Agreement)`, the earliest occurring deadline is displayed on the ticket. After that deadline has passed, the next deadline is displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "A Helpdesk ticket with emphasis on the deadline field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:117
|
||
msgid "If the :abbr:`SLA (Service Level Agreement)` deadline passes and the ticket has not moved to the :guilabel:`Reach Stage`, the :abbr:`SLA (Service Level Agreement)` tag turns red. After the :abbr:`SLA (Service Level Agreement)` has failed, the red tag stays on the ticket, even after the ticket is moved to the :guilabel:`Reach Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:123
|
||
msgid "Analyze SLA performance"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:125
|
||
msgid "The *SLA Status Analysis* report tracks how quickly an :abbr:`SLA (Service Level Agreement)` is fulfilled, as well as the performance of individual team members. Navigate to the report, and corresponding pivot table, by going to :menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:131
|
||
msgid "Pivot view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:133
|
||
msgid "By default, the report displays in a :guilabel:`Pivot` view. Any :abbr:`SLA (Service Level Agreement)` policies in the database with tickets that failed to fulfill a policy, are in progress, or have satisfied a policy are listed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:-1
|
||
msgid "The pivot view of the SLA Analysis report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:141
|
||
msgid "To change the display, or add additional measurements, click the :guilabel:`Measures` button to reveal a drop-down menu of reporting criteria, and choose from the options available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:144
|
||
msgid "Whenever a measurement is picked, a :guilabel:`✔️ (checkmark)` icon appears in the drop-down menu to indicate that the measurement is included, and a corresponding new column emerges in the pivot table to show the relevant calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:148
|
||
msgid "To add a group to a row or column, click the :guilabel:`➕ (plus)` icon next to the policy name and then select one of the groups. To remove one, click the :guilabel:`➖ (minus)` icon next to the policy name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:153
|
||
msgid "Graph view"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:155
|
||
msgid "The :guilabel:`SLA Status Analysis` report can also be viewed as a *Bar Chart*, *Line Chart*, or *Pie Chart*. Toggle between these views by first selecting the :guilabel:`Graph` button at the top-right of the dashboard. Then, select the appropriate chart icon at the top-left of the graph."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:161
|
||
msgid "Bar Chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in bar view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:167
|
||
msgid "A bar chart can deal with larger data sets, and compare data across several categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:169
|
||
msgid "Line Chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in line view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:175
|
||
msgid "A line chart can visualize data trends or changes over time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:177
|
||
msgid "Pie Chart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "View of the SLA status analysis report in pie chart view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:183
|
||
msgid "A pie chart compares data among a small number of categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:186
|
||
msgid "Both the :guilabel:`Bar Chart` and :guilabel:`Line Chart` views can be :guilabel:`Stacked` by selecting the :guilabel:`Stacked` icon. This displays two or more groups on top of each other, instead of next to each other, making it easier to compare data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
|
||
msgid "An example of the SLA analysis report, displaying the stacked bar graph view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:8
|
||
msgid "Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:10
|
||
msgid "Odoo Project is a tool to manage your ongoing projects. Schedule tasks, assign activities to coworkers, and keep track of each project's profitability."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project.rst:14
|
||
#: ../../content/applications/services/timesheets.rst:11
|
||
msgid "`Odoo Tutorials: Project and Timesheets <https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks.rst:5
|
||
msgid "Tasks"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:3
|
||
msgid "Create Project's Tasks from an Email Alias"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:5
|
||
msgid "When you already have an email address that customers know from the top of their heads, changing it is the last thing you want to do. Instead, link that address to your project and transform those conversations into structured work. It automatically creates a task in the first stage of a project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:11
|
||
msgid "Set up an incoming email server"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:14
|
||
msgid "On the *Settings* application, enable *External Email Servers* and define the incoming email alias you would like to use."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:15
|
||
msgid "**For more information**: :doc:`/applications/general/email_communication/email_servers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:18
|
||
msgid "Configure the email alias in your project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:22
|
||
msgid "Now that you have the incoming email server set up, go to :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define the wanted email alias and choose the policy to receive a message."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:23
|
||
msgid "In addition, you can now directly set it when creating a new project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:-1
|
||
msgid "In the settings of your project, define the emails alias under the tab email in Odoo Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:30
|
||
msgid "All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:32
|
||
msgid "The email can be seen under the name of your project on the dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/project/tasks/email_alias.rst:-1
|
||
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets.rst:8
|
||
msgid "Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
|
||
msgid "Create Timesheets upon Time Off Validation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
|
||
msgid "Odoo automatically timesheets on project/tasks upon time off requests. This allows for better overall control over the validation of timesheets, as it does not leave place for forgetfulness and questions after hours that have not been timesheeted by the employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and change the *Project* and *Task* set by default, if you like."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of Timesheets setting enabling the feature record time off in Odoo Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
|
||
msgid "Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select or create the needed type, and decide if you would like the requests to be validated or not."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of a time off types form emphasizing the time off requests and timesheets section in\n"
|
||
"Odoo Time Off"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:26
|
||
msgid "Now, once the employee has requested his time off and the request has been validated (or not, depending on the setting chosen), the time is automatically allocated on *Timesheets*, under the respective project and task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
|
||
msgid "On the example below, the user requested *Paid Time off* from July 13th to 15th."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of the time off request form in Odoo Time Off"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:33
|
||
msgid "Considering that validation is not required, the requested time off is automatically displayed in *Timesheets*. If validation is necessary, the time is automatically allocated after the responsible person for validating does it so."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "Video of timesheets emphasizing the requested time off from the employee in Odoo Timesheets"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:41
|
||
msgid "Click on the magnifying glass, hovering over the concerned cell, to access all the aggregated data on that cell (day), and see details regarding the project/task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/services/timesheets/overview/time_off.rst:-1
|
||
msgid "View of the details of a project/task in Odoo Timeheets"
|
||
msgstr ""
|