From 4c6b84712d5fac8b6de2a62613dceb924ba39720 Mon Sep 17 00:00:00 2001 From: Odoo Translation Bot Date: Sat, 7 Feb 2026 09:31:52 +0000 Subject: [PATCH] [I18N] *: export 19.0 source terms --- locale/sources/essentials.pot | 76 ++- locale/sources/finance.pot | 872 ++++++++++++++------------- locale/sources/general.pot | 90 +-- locale/sources/hr.pot | 684 ++++++++++++--------- locale/sources/inventory_and_mrp.pot | 498 +++++++-------- locale/sources/productivity.pot | 150 ++++- locale/sources/sales.pot | 175 +++++- locale/sources/websites.pot | 4 +- 8 files changed, 1468 insertions(+), 1081 deletions(-) diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index de759a1e19..9db584b1f5 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-12-19 18:31+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -3139,11 +3139,11 @@ msgstr "" msgid "Selecting the graph view" msgstr "" -#: ../../content/applications/essentials/reporting.rst:33 +#: ../../content/applications/essentials/reporting.rst:32 msgid "Pivot view" msgstr "" -#: ../../content/applications/essentials/reporting.rst:35 +#: ../../content/applications/essentials/reporting.rst:34 msgid "The :ref:`pivot view ` is used to aggregate your records' data and break it down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **pivot view button** located at the top right to access it." msgstr "" @@ -3151,35 +3151,27 @@ msgstr "" msgid "Selecting the pivot view" msgstr "" -#: ../../content/applications/essentials/reporting.rst:45 +#: ../../content/applications/essentials/reporting.rst:44 msgid "Choosing measures" msgstr "" -#: ../../content/applications/essentials/reporting.rst:47 +#: ../../content/applications/essentials/reporting.rst:46 msgid "After selecting a view, you should ensure only the relevant records are :doc:`filtered `. Next, you should choose what is measured. By default, a measure is always selected. If you wish to edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" -#: ../../content/applications/essentials/reporting.rst:52 +#: ../../content/applications/essentials/reporting.rst:51 msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer `, :ref:`decimal `, :ref:`monetary `) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records." msgstr "" -#: ../../content/applications/essentials/reporting.rst:58 +#: ../../content/applications/essentials/reporting.rst:57 msgid "After choosing what you want to measure, you can define how the data should be :ref:`grouped ` depending on the dimension you want to analyze. By default, the data is often grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months." msgstr "" -#: ../../content/applications/essentials/reporting.rst:63 -msgid "When you filter a single time period, the option to compare it against another one appears." -msgstr "" - -#: ../../content/applications/essentials/reporting.rst:0 -msgid "Using the comparison option" -msgstr "" - -#: ../../content/applications/essentials/reporting.rst:72 +#: ../../content/applications/essentials/reporting.rst:65 msgid "Select measures" msgstr "" -#: ../../content/applications/essentials/reporting.rst:74 +#: ../../content/applications/essentials/reporting.rst:67 msgid "Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is selected." msgstr "" @@ -3187,11 +3179,11 @@ msgstr "" msgid "Selecting different measures on the Sales Analysis report" msgstr "" -#: ../../content/applications/essentials/reporting.rst:81 +#: ../../content/applications/essentials/reporting.rst:74 msgid "Group measures" msgstr "" -#: ../../content/applications/essentials/reporting.rst:83 +#: ../../content/applications/essentials/reporting.rst:76 msgid "You could group the measures by :guilabel:`Product Category` at the level of rows on the previous Sales Analysis report example." msgstr "" @@ -3199,19 +3191,19 @@ msgstr "" msgid "Adding a group on the Sales Analysis report" msgstr "" -#: ../../content/applications/essentials/reporting.rst:92 +#: ../../content/applications/essentials/reporting.rst:85 msgid "Using the pivot view" msgstr "" -#: ../../content/applications/essentials/reporting.rst:94 +#: ../../content/applications/essentials/reporting.rst:87 msgid "Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the :guilabel:`Total` header at the level of rows *and* columns, and then select one of the **preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`)." msgstr "" -#: ../../content/applications/essentials/reporting.rst:100 +#: ../../content/applications/essentials/reporting.rst:93 msgid "Once you have added a group, you can add new ones on the opposite axis or the newly created subgroups." msgstr "" -#: ../../content/applications/essentials/reporting.rst:104 +#: ../../content/applications/essentials/reporting.rst:97 msgid "You could further divide the measures on the previous Sales Analysis report example by the :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / Office Furniture` product category." msgstr "" @@ -3219,39 +3211,39 @@ msgstr "" msgid "Adding multiple groups on the Sales Analysis report" msgstr "" -#: ../../content/applications/essentials/reporting.rst:112 +#: ../../content/applications/essentials/reporting.rst:105 msgid "Switch the rows and columns' groups by clicking the flip axis button (:guilabel:`⇄`)." msgstr "" -#: ../../content/applications/essentials/reporting.rst:113 +#: ../../content/applications/essentials/reporting.rst:106 msgid "Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order." msgstr "" -#: ../../content/applications/essentials/reporting.rst:114 +#: ../../content/applications/essentials/reporting.rst:107 msgid "Download a `.xlsx` version of the pivot by clicking the download button (:guilabel:`⭳`)." msgstr "" -#: ../../content/applications/essentials/reporting.rst:119 +#: ../../content/applications/essentials/reporting.rst:112 msgid "Using the graph view" msgstr "" -#: ../../content/applications/essentials/reporting.rst:121 +#: ../../content/applications/essentials/reporting.rst:114 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" -#: ../../content/applications/essentials/reporting.rst:123 +#: ../../content/applications/essentials/reporting.rst:116 msgid "**Bar charts** are used to show the distribution or a comparison of several categories. They are especially useful as they can deal with larger data sets." msgstr "" -#: ../../content/applications/essentials/reporting.rst:126 +#: ../../content/applications/essentials/reporting.rst:119 msgid "**Line charts** are useful to show changing time series and trends over time." msgstr "" -#: ../../content/applications/essentials/reporting.rst:128 +#: ../../content/applications/essentials/reporting.rst:121 msgid "**Pie charts** are used to show the distribution or a comparison of a small number of categories when they form a meaningful whole." msgstr "" -#: ../../content/applications/essentials/reporting.rst:133 +#: ../../content/applications/essentials/reporting.rst:126 msgid "Bar chart" msgstr "" @@ -3259,7 +3251,7 @@ msgstr "" msgid "Viewing the Sales Analysis report as a bar chart" msgstr "" -#: ../../content/applications/essentials/reporting.rst:138 +#: ../../content/applications/essentials/reporting.rst:131 msgid "Line chart" msgstr "" @@ -3267,7 +3259,7 @@ msgstr "" msgid "Viewing the Sales Analysis report as a line chart" msgstr "" -#: ../../content/applications/essentials/reporting.rst:143 +#: ../../content/applications/essentials/reporting.rst:136 msgid "Pie chart" msgstr "" @@ -3275,11 +3267,11 @@ msgstr "" msgid "Viewing the Sales Analysis report as a pie chart" msgstr "" -#: ../../content/applications/essentials/reporting.rst:149 +#: ../../content/applications/essentials/reporting.rst:142 msgid "For **bar** and **line** charts, you can use the stacked option when you have at least two groups, which then appear on top of each other instead of next to each other." msgstr "" -#: ../../content/applications/essentials/reporting.rst:154 +#: ../../content/applications/essentials/reporting.rst:147 msgid "Stacked bar chart" msgstr "" @@ -3287,7 +3279,7 @@ msgstr "" msgid "Stacked bar chart example" msgstr "" -#: ../../content/applications/essentials/reporting.rst:159 +#: ../../content/applications/essentials/reporting.rst:152 msgid "Regular bar chart" msgstr "" @@ -3295,7 +3287,7 @@ msgstr "" msgid "Non-stacked bar chart example" msgstr "" -#: ../../content/applications/essentials/reporting.rst:164 +#: ../../content/applications/essentials/reporting.rst:157 msgid "Stacked line chart" msgstr "" @@ -3303,8 +3295,8 @@ msgstr "" msgid "Stacked line chart example" msgstr "" -#: ../../content/applications/essentials/reporting.rst:169 -#: ../../content/applications/essentials/reporting.rst:184 +#: ../../content/applications/essentials/reporting.rst:162 +#: ../../content/applications/essentials/reporting.rst:177 msgid "Regular line chart" msgstr "" @@ -3312,11 +3304,11 @@ msgstr "" msgid "Non-stacked line chart example" msgstr "" -#: ../../content/applications/essentials/reporting.rst:174 +#: ../../content/applications/essentials/reporting.rst:167 msgid "For **line** charts, you can use the cumulative option to sum values, which is especially useful to show the change in growth over a time period." msgstr "" -#: ../../content/applications/essentials/reporting.rst:179 +#: ../../content/applications/essentials/reporting.rst:172 msgid "Cumulative line chart" msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 3ebd765f99..66f45a32c0 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -622,9 +622,9 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:715 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1041 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1110 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:330 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:403 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:334 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:407 #: ../../content/applications/finance/fiscal_localizations/austria.rst:8 #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 #: ../../content/applications/finance/fiscal_localizations/austria.rst:179 @@ -3257,7 +3257,7 @@ msgid "From a confirmed invoice, click :guilabel:`Send`. In the :guilabel:`Print msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:44 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:373 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:377 msgid "Peppol" msgstr "" @@ -6817,9 +6817,9 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:166 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:34 #: ../../content/applications/finance/fiscal_localizations/australia.rst:14 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:105 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 #: ../../content/applications/finance/fiscal_localizations/austria.rst:18 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:34 #: ../../content/applications/finance/fiscal_localizations/canada.rst:38 @@ -8645,7 +8645,7 @@ msgid "Once a payment has been registered, the status of the invoice or bill is msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:406 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 msgid "Batch payments" msgstr "" @@ -9088,7 +9088,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax/avalara_portal.rst:144 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1166 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:241 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:89 #: ../../content/applications/finance/fiscal_localizations/canada.rst:214 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 @@ -10218,7 +10218,7 @@ msgid "Cases that require creating a new root report are rare, such as when a co msgstr "" #: ../../content/applications/finance/accounting/reporting/customize.rst:46 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 msgid "Variants" msgstr "" @@ -11937,7 +11937,7 @@ msgid "Automatic computation of tax amounts" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:45 -msgid "Applying a tax to a sale or purchase line allows Odoo to automatically compute the tax amount based on the sale or purchase line's subtotal and the tax's configuration. The details of the computation are explained in the :doc:`Tax Computation ` page." +msgid "Applying a tax to a sale or purchase line allows Odoo to automatically compute the tax amount based on the sale or purchase line's subtotal and the tax's configuration. The details of the computation are explained in the :doc:`Tax computation documentation `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:None @@ -11997,15 +11997,15 @@ msgid "Follow these basic steps to set up taxes:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:99 -msgid "Enable any relevant :ref:`company-wide options `" +msgid "Enable any relevant :ref:`company-wide options `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:100 -msgid "Activate any needed :ref:`pre-configured taxes `" +msgid "Activate any needed :ref:`pre-configured taxes `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:101 -msgid "Assign taxes on your :ref:`products `" +msgid "Assign taxes on your :ref:`products `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:106 @@ -12118,7 +12118,7 @@ msgid "The following options determine how a tax is displayed to users in the Od msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:200 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 msgid "Tax name" msgstr "" @@ -12167,8 +12167,8 @@ msgid "Configure how the tax appears to customers" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:239 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:74 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:81 msgid "Label on invoices" msgstr "" @@ -12240,7 +12240,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:303 #: ../../content/applications/finance/accounting/taxes/avatax.rst:388 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:57 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:65 msgid "Tax mapping" msgstr "" @@ -15432,7 +15432,7 @@ msgid ":ref:`Manual inputs `" msgstr "" #: ../../content/applications/finance/esg.rst:38 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:46 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 #: ../../content/applications/finance/fiscal_localizations/france.rst:81 @@ -19186,7 +19186,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:121 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:60 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:198 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1338 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1773 @@ -19437,12 +19437,16 @@ msgstr "" msgid "Synchronizes all pay runs from :ref:`Employment Hero ` with Odoo's journal entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "It is not possible for users of the Australian fiscal localization to deactivate :doc:`two-factor authentication (2FA) <../../general/users/2fa>` as it is required by the Australian government." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:49 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:50 msgid "Taxes and GST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 msgid "In Australia, the standard **Goods and Services Tax (GST)** rate is 10%, but different rates and exemptions exist for specific categories of goods and services." msgstr "" @@ -19450,244 +19454,244 @@ msgstr "" msgid "Default GST rates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 msgid "The taxes impact the :ref:`BAS report `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:59 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:63 msgid "Within the Australian localization, tax names encompass the tax rate as an integral part of their naming convention. Despite the high number of :doc:`taxes <../accounting/taxes>` configured in Odoo, their rates are often similar (0% or 10%)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:64 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 msgid "GST sales taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 msgid "The **GST sales** taxes available in Odoo are listed below." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:79 msgid "GST name" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:105 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:81 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:109 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 msgid "10% GST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:80 msgid "GST Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:91 msgid "0% EX" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:83 msgid "GST Free on Export Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:80 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:117 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:121 msgid "0% GST Free" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:81 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:95 msgid "0% F" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:86 msgid "GST Free Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:87 msgid "0% Exempt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:88 msgid "0% INP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:89 msgid "Input Taxed Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:86 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:90 msgid "0% Input Taxed Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:87 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 msgid "100% Adj" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:88 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:92 msgid "This is for adjustment, amounts can be modified to fit your needs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:89 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 msgid "Tax Adjustments (Sales)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:96 msgid "GST purchase taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:98 msgid "The **GST purchase** taxes available in Odoo are listed below." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 msgid "GST Purchases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 msgid "10% C" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 msgid "Capital Purchases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 msgid "10% Capital Purchases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:109 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:113 msgid "10% INP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 msgid "Purchases for Input Taxed Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 msgid "10% Purchases for Input Taxed Sales" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 msgid "10% PRIV" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:113 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:117 msgid "Purchases for private use or not deductible" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 msgid "10% Purchases for Private Use" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:97 msgid "GST Free Purchases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:99 msgid "0% TPS" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:101 msgid "Purchase (Taxable Imports) - Tax Paid Separately" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 msgid "0% GST Paid Separately" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:121 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:125 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:103 msgid "100% ONLY" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:105 msgid "GST Only on Imports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:125 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:129 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 msgid "Tax Adjustments (Purchases)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:129 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:133 msgid "100% DGST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 msgid "Deferred GST Liability" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 msgid "No ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 msgid "Tax Withheld for Partners without ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 msgid "Withholding Tax for No ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:133 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:137 msgid "PAYGW - W3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 msgid "Other amounts withheld (excluding any amount shown at W2 or W4)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 msgid "Other Amounts Withheld (W3)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 msgid "Businesses from certain industries need to report payments made to subcontractors from relevant services during the financial year. Odoo combines the use of taxes and fiscal positions to report these payments on the :ref:`TPAR `. In order to be compliant with the TPAR's obligations, two variants of the main purchase taxes are available in Odoo, but they are inactive by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 msgid "For the *10% GST* tax, the variants are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 msgid "Reports impacted" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:157 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:161 msgid "Default status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 msgid "Default 10% GST tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 #: ../../content/applications/finance/fiscal_localizations/australia.rst:0 #: ../../content/applications/finance/fiscal_localizations/australia.rst:0 msgid "BAS" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:161 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 msgid "Active" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 msgid "10% GST TPAR" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 msgid "TPAR variant of the tax, if the contractor provided an ABN" msgstr "" @@ -19696,52 +19700,52 @@ msgstr "" msgid "TPAR" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 msgid "Inactive" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 msgid "10% GST TPAR NO ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 msgid "TPAR variant of the tax, if the contractor did not provide an ABN" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 msgid "Deferred GST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 msgid "Odoo allows companies under the `Deferred Goods and Services Tax (DGST) scheme `_ to automate their deferred GST flows." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 msgid "It is recommended to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 msgid "go to :menuselection:`Accounting --> Configuration --> Settings` and set the :guilabel:`Tax Return Periodicity` to :guilabel:`monthly` (= monthly BAS); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 msgid "create a new journal to store all deferred GST entries by going to :menuselection:`Accounting --> Configuration --> Journals --> New`, and selecting :guilabel:`Miscellaneous` as its :guilabel:`Type` when configuring it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 msgid "By default, a tax (*100% DGST*, inactive by default) and an account (*21340 Deferred GST Liability*) are available for Australian companies. Activate the tax by going to :menuselection:`Accounting --> Configuration --> Taxes`. Search for the :guilabel:`Name` `100% DGST` (remove the default filter if necessary), and click the :guilabel:`Activate` toggle switch." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 msgid "Flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 msgid "1. Importing goods: purchase order and vendor bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 msgid "When importing goods from abroad, the GST liability can now be deferred for companies under the DGST scheme. On the purchase order, select the :guilabel:`0% TPS` tax (tax paid separately) for the relevant order lines." msgstr "" @@ -19749,19 +19753,19 @@ msgstr "" msgid "Setting the 0% TPS tax on a purchase order" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 msgid "2. Recording the DGST balance on the BAS report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 msgid "When the Australian Taxation Office (ATO) is advised electronically of the aggregated liability for the company by the Integrated Cargo System (ICS), the GST balance deferred during the previous month becomes available on the ATO's BAS portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 msgid "Odoo does not yet fetch the DGST balance automatically from the ATO. A manual entry with the liability amount needs to be created in Odoo. We recommend using a new journal for this purpose since deferrals will be recurring." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 msgid "Go to :menuselection:`Accounting --> Journal Entries --> New`. On the first journal item line, add the :guilabel:`Account` `21340 Deferred GST Liability` and the deferred GST balance as a :guilabel:`Credit`. To resume the example shown above, we credit $2,000 and save." msgstr "" @@ -19769,7 +19773,7 @@ msgstr "" msgid "Creating a journal entry with the DGST account" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 msgid "An auto-balancing line is created, along with journal items correctly assigning the right values in the BAS :guilabel:`Tax Grids`. Sections *G11*, *G18*, *7A*, and *ONLY* are updated correctly." msgstr "" @@ -19777,31 +19781,31 @@ msgstr "" msgid "The journal entry with the auto-balancing line and BAS tax grids" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 msgid "After posting the journal entry, the BAS report displays the correct values for each section, along with the DGST offset." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:242 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:246 msgid "Business Activity Statement (BAS)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:248 msgid "The **BAS report** is a critical tax reporting requirement for businesses registered for GST in Australia. The BAS is used to report and remit various taxes to the ATO. With the Odoo BAS feature, businesses can report on the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:252 msgid "GST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:249 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:253 msgid "PAYG tax withheld" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:254 msgid "DGST" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:252 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 msgid "Access the report from the Accounting dashboard by clicking :guilabel:`BAS Report (AU)` under the :guilabel:`Miscellaneous Operations` section." msgstr "" @@ -19809,7 +19813,7 @@ msgstr "" msgid "BAS report example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:258 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:262 msgid "The base and tax amounts are collected from the **tax grid**, which is pre-configured in the system. The tax grid can also be manually set up for any additional special use-case of GST (e.g., wine equalization tax). Once the tax for each account is set up, the system automatically slots journal items into the correct tax category. This ensures the BAS report is accurate and reflective of the business's financial activities." msgstr "" @@ -19817,7 +19821,7 @@ msgstr "" msgid "GST grids example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:267 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 msgid "Besides the GST sections, the BAS report also includes the **PAYG** tax withheld components (*W1* to *W5*, then *summary, section 4*). This integration ensures that all payroll-related withholding taxes are accurately captured and reflected within the report." msgstr "" @@ -19825,27 +19829,27 @@ msgstr "" msgid "PAYG tax withheld and summary of BAS report example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:278 msgid "The module incorporates built-in rules that facilitate the automatic calculation of taxes for types W1 to W5. For a detailed walkthrough and more information on the calculation process for these taxes, refer to the :ref:`Payroll section `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:283 msgid "Closing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:285 msgid "When it is time to file the tax return with the ATO, click :guilabel:`Closing Entry`. The tax return period can be configured under :menuselection:`Accounting --> Configuration --> Settings --> Tax Return Periodicity`. The start date of the tax return period can also be defined on the report itself through the period button (:icon:`fa-calendar` *period* *year*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:291 msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:294 msgid "Odoo uses calendar quarters rather than the Australian FY quarters, which means *July to September* is *Q3* in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 msgid "Before closing the entry for the first time, the default **GST payable account** and **GST receivable account** need to be set. A notification pops up and redirects the user to the tax groups configuration." msgstr "" @@ -19853,11 +19857,11 @@ msgstr "" msgid "BAS report tax groups" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 msgid "Once the GST payable and GST receivable accounts are set up, the BAS report generates an accurate journal closing entry automatically, which balances out the GST balance with the GST clearing account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:308 msgid "The balance between GST receivable and payable is set against the tax clearing account defined on the tax group. The amount to be paid to or received from the ATO can be reconciled against a bank statement." msgstr "" @@ -19865,23 +19869,23 @@ msgstr "" msgid "BAS report tax payment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:316 msgid "The BAS report is not directly submitted to the ATO. Odoo helps you automatically compute the necessary values in each section, with the possibility to audit them to better understand the history behind these numbers. Businesses can copy these values and enter them on the `ATO portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:324 msgid "Taxable Payments Annual Report (TPAR)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:326 msgid "Odoo allows businesses to report payments made to contractors or subcontractors during the financial year. This is done by generating a **TPAR**. If you are unsure your business needs this report, refer to the `ATO's TPAR web page `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:326 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:330 msgid "Access the TPAR in Odoo by going to :menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports (TPAR)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:332 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:336 msgid "First, it is required to assign fiscal positions to your contractors before billing them to update the TPAR. To do so, go to :menuselection:`Accounting --> Vendors --> Vendors`, select a contractor, and set a :guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." msgstr "" @@ -19889,7 +19893,7 @@ msgstr "" msgid "TPAR fiscal position on a vendor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:343 msgid "Based on the chosen fiscal position, the correct tax mapping will apply to the contractor's vendor bills." msgstr "" @@ -19897,36 +19901,36 @@ msgstr "" msgid "TPAR vendor bill tax mapping" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 msgid "The TPAR includes the following information from contractors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:347 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:351 msgid ":guilabel:`ABN`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:348 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:352 msgid ":guilabel:`Total GST` (the total tax paid)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:353 msgid ":guilabel:`Gross Paid` (the amounts are displayed after a vendor bill has been marked as paid)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 msgid ":guilabel:`Tax Withheld` (displayed if the contractor is registered with a fiscal position set to :guilabel:`TPAR without ABN`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:353 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:357 msgid "The TPAR can be exported to multiple formats: PDF, XLSX, and TPAR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:358 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:362 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:169 msgid "Remittance advice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:360 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:364 msgid "A remittance advice is a document used as proof of payment to a business. In Odoo, it can be accessed by going to :menuselection:`Accounting --> Vendors --> Payments`, selecting the payment(s), and clicking :menuselection:`Print --> Payment Receipt`." msgstr "" @@ -19934,7 +19938,7 @@ msgstr "" msgid "Remittance advice example" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:374 #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:99 #: ../../content/applications/finance/fiscal_localizations/italy.rst:154 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:72 @@ -19942,7 +19946,7 @@ msgstr "" msgid "E-invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:375 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:379 msgid "Odoo is compliant with Australia's `Peppol requirements `_. Set up your customers and vendors by going to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Vendors --> Vendors`, selecting one, clicking the :guilabel:`Accounting` tab, and configuring the :guilabel:`Electronic Invoicing` section as needed." msgstr "" @@ -19950,186 +19954,186 @@ msgstr "" msgid "Electronic invoicing settings for a partner" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:385 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:389 msgid "Validating an invoice or credit note for a partner on the Peppol network will download a compliant XML file that can be manually uploaded to your Peppol network. Odoo is currently in the process of becoming an access point for the ANZ region." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:392 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:396 msgid "ABA files for batch payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:394 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:398 msgid "An ABA file is a digital format developed by the `Australian Banking Association `_. It is designed for business customers to facilitate bulk payment processing by uploading a single file from their business management software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:398 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:402 msgid "The main advantage of using ABA files is to improve payment and matching efficiency. This is achieved by consolidating numerous payments into one file for batch processing, which can be submitted to all Australian banks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:408 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:412 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and enable :guilabel:`Batch Payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:412 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:416 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:229 msgid "Bank journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:414 -msgid "Go to :menuselection:`Accounting --> Configuration --> Journals` and select the :guilabel:`Bank` journal. Enter the :guilabel:`Account Number`, click :guilabel:`Create and edit...`, and fill in the following fields:" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/australia.rst:418 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:448 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:249 -msgid ":guilabel:`Bank`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 -msgid ":guilabel:`BSB`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:420 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:450 -msgid ":guilabel:`Account Holder`" +msgid "Go to :menuselection:`Accounting --> Configuration --> Journals` and select the :guilabel:`Bank` journal. Enter the :guilabel:`Account Number`, click :guilabel:`Create and edit...`, and fill in the following fields:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:422 #: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:249 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:423 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:453 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:426 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 msgid "Then, toggle on the :guilabel:`Send Money` switch and click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:425 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 msgid "Using the :guilabel:`Currency` field is optional." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:431 msgid "Back on the :guilabel:`Journal Entries` tab, fill in the following fields under the :guilabel:`ABA` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:430 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:434 msgid ":guilabel:`BSB`: the BSB code from the bank account is used to fill in this field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:431 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 msgid ":guilabel:`Financial Institution Code`: the official 3-letter abbreviation of the bank (e.g., `WBC` for Westpac)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:437 msgid ":guilabel:`Supplying User Name`: 6-digit number provided by the bank. Contact your bank or check its website if you do not know it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:439 msgid ":guilabel:`APCA Identification Number`: 6-digit number provided by the bank. Contact your bank or check its website if you do not know it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:438 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 msgid ":guilabel:`Include Self Balancing Transaction`: selecting this option adds an additional" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:438 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 msgid "\"self-balancing\" transaction to the end of the ABA file, which is required by some banks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:445 msgid "Customers' and vendors' bank accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:447 msgid "Go to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting --> Vendors --> Vendors` and select a customer or vendor. Open the :guilabel:`Accounting` tab, and, under the :guilabel:`Bank Accounts` section, click :guilabel:`Add a line` to fill in their:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:447 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:451 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:248 msgid ":guilabel:`Account Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:455 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 msgid "Generating an ABA file" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:461 msgid "To generate an ABA file, create a vendor bill, confirm it, and ensure the vendor's banking information is set up correctly." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:460 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:464 msgid "Next, click :guilabel:`Pay` on the vendor bill, and select, for the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:466 msgid ":guilabel:`Journal`: :guilabel:`Bank`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:467 msgid ":guilabel:`Payment Method`: :guilabel:`ABA Credit Transfer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:464 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:468 msgid ":guilabel:`Recipient Bank Account`: the vendor's account number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:466 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:470 msgid "Once payments are created, go to :menuselection:`Accounting --> Vendors --> Payments`, select the payments to be included in the batch, and click :guilabel:`Create Batch`. Verify all information is correct and click :guilabel:`Validate`. Once validated, the ABA file is available in the **chatter** on the right." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:475 msgid "After uploading the file to your bank's portal, an ABA transaction line will appear in your bank feed at the following bank feed iteration. You will need to reconcile it against the **batch payment** made in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:301 msgid "Industry-specific features" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:483 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:306 msgid "Starshipit shipping" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 msgid "Starshipit is a shipping service operator that facilitates the integration of Australasian shipping couriers with Odoo. Refer to the :doc:`Starshipit documentation <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping>` for detailed information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 msgid "`Starshipit Odoo webinar recording `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:492 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:496 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:318 msgid "Buy Now, Pay Later solutions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:494 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:498 msgid "*Buy Now, Pay Later* solutions are popular payment methods for eShops in Australia. Some of these solutions are available via `Stripe `_ and `AsiaPay `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:499 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:513 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:503 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 msgid ":doc:`Stripe payment provider <../payment_providers/stripe>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:504 msgid ":doc:`AsiaPay payment provider <../payment_providers/asiapay>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:503 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:507 msgid "POS terminals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:509 msgid "To establish a direct connection between Odoo and a POS terminal in Australia, a **Stripe** payment terminal is required. Odoo supports the **EFTPOS** payment solution in Australia." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:509 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:513 msgid "A Stripe payment terminal is not required to use Odoo as the main POS system. However, without one, cashiers must manually enter the final payment amount on the terminal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:514 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 msgid ":doc:`Stripe payment terminal <../../sales/point_of_sale/payment_methods/terminals/stripe>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:515 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:519 msgid "`Stripe.com terminal documentation `_" msgstr "" @@ -20255,14 +20259,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:79 #: ../../content/applications/finance/fiscal_localizations/chile.rst:79 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:182 msgid ":guilabel:`Country`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:81 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:59 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:184 msgid ":guilabel:`Phone`" msgstr "" @@ -22123,7 +22127,7 @@ msgid "Only the products included in the original invoice can be included in the msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:554 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:258 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:270 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:221 msgid "Invoice cancellation" msgstr "" @@ -22267,7 +22271,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:703 #: ../../content/applications/finance/fiscal_localizations/france.rst:597 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1383 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:576 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:577 msgid "Point of sale" msgstr "" @@ -22286,7 +22290,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:717 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:287 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:221 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:1055 msgid "Workflow" msgstr "" @@ -23048,7 +23052,7 @@ msgid ":guilabel:`Address`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:77 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:183 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:235 msgid ":guilabel:`State`" msgstr "" @@ -24751,7 +24755,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:406 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:188 #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:47 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:176 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1304 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 @@ -27540,7 +27544,7 @@ msgid "The matching is performed by comparing the left-most digits, starting wit msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:329 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:409 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:410 msgid "Code" msgstr "" @@ -28674,7 +28678,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:97 #: ../../content/applications/finance/fiscal_localizations/india.rst:39 #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:37 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:138 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:145 #: ../../content/applications/finance/fiscal_localizations/romania.rst:49 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:81 @@ -28917,7 +28921,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:270 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:231 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:478 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:479 msgid "Debit and credit notes" msgstr "" @@ -29276,7 +29280,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:124 #: ../../content/applications/finance/fiscal_localizations/india.rst:279 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:131 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:133 #: ../../content/applications/finance/payment_providers/dpo.rst:28 #: ../../content/applications/finance/payment_providers/paypal.rst:42 #: ../../content/applications/finance/payment_providers/redsys.rst:35 @@ -32699,38 +32703,42 @@ msgid "E-invoicing integration with MyInvois" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:64 -msgid "The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)` that facilitates the implementation of e-invoices for Malaysian taxpayers. Odoo supports integration with MyInvois to submit the invoices generated in Odoo." +msgid "The MyInvois portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)` that facilitates the implementation of e-invoices for Malaysian taxpayers. Odoo supports integration with MyInvois to submit the invoices generated in Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:69 -msgid "The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois." +msgid "The :guilabel:`Malaysia - E-invoicing module` (`l10n_my_edi`) must be installed to submit invoices to MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:74 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:71 +msgid "Each company in the database requires an individual connection to the MyInvois portal using its own :abbr:`TIN (tax identification number)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:76 msgid "Set-up" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:81 msgid "MyInvois registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:81 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:83 msgid "To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois portal to grant Odoo the **right to invoice** as an intermediary for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:87 msgid "If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing environment to try the functions before using the actual (production) environment`) and **production** (:dfn:`actual environment to submit e-invoices with accurate information`) environments are supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:91 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:93 msgid "Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding :guilabel:`identification number` used to register for the digital certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:93 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:95 msgid "From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the top-right corner and select :guilabel:`View Taxpayer Profile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:95 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:97 msgid "In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right corner." msgstr "" @@ -32738,59 +32746,59 @@ msgstr "" msgid "MyInvois add intermediary" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:103 msgid "Add `ODOO S.A.` as an intermediary using the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:105 msgid ":guilabel:`TIN`: `C57800417080`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:106 msgid ":guilabel:`BRN`: `BE0477472701`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:105 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:107 msgid ":guilabel:`Name`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:109 msgid ":guilabel:`Production`: `ODOO S.A.`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:110 msgid ":guilabel:`Pre-production`: `OXXX_XXXXA.`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:112 msgid "Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)` icon:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:113 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 msgid ":guilabel:`Representation From`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:116 msgid ":guilabel:`Document - Submit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:117 msgid ":guilabel:`Document - Cancel`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:116 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:118 msgid ":guilabel:`Document - Request Rejection`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:119 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:121 msgid "Access can be revoked in the future if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:122 msgid "Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:123 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:125 msgid "Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`." msgstr "" @@ -32798,73 +32806,77 @@ msgstr "" msgid "MyInvois status active" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:140 msgid "Open the Settings app, navigate to the :guilabel:`Companies` section, and click :guilabel:`Update Info`. Make sure the :guilabel:`Tax ID` is entered and complete the following fields in the :guilabel:`E-invoicing` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 msgid ":guilabel:`Identification`: Select the :guilabel:`ID Type` and enter the associated :guilabel:`Identification number` used to register for the digital certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:146 msgid ":guilabel:`Ind. Classification`: Input the 5-digit numeric code that represents the nature and activity of the business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:148 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:150 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:362 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:425 msgid "Electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:152 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Malaysian Electronic Invoicing` section, select the relevant :guilabel:`MyInvois mode` based on the environment used for the company's MyInvois registration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:156 msgid "Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:157 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:159 msgid "To change the :abbr:`TIN (tax identification number)` reference, click :guilabel:`Unregister`, change the company's information and make sure the number registered on MyInvois matches, then :guilabel:`Register` again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:162 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:164 msgid "For taxpayers with a :abbr:`TIN (tax identification number)` starting with \"IG\" and a :abbr:`ROB (registration of business)` number, combine the TIN and ROB in the **TIN:ROB** format for the :guilabel:`Tax ID` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:168 msgid "To register, go to :menuselection:`Accounting --> Configuration --> Settings`, and in the :guilabel:`Malaysian Electronic Invoicing` section, click :guilabel:`Register`. Once the registration is complete, the **:ROB** can be removed from the :guilabel:`Tax ID`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:172 msgid "Additionally, remember to log into `MyTax account `_ and set the :guilabel:`Type of Role` as :guilabel:`Business Owner`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:180 msgid "Access the contact's form and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:183 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:185 msgid ":guilabel:`Tax ID`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:184 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:186 msgid ":guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding :guilabel:`Identification number` of the contact registered on MyTax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:190 +msgid "For specific use cases—such as transactions with buyers without a :abbr:`TIN (tax identification number)` or foreign customers—refer to the list of general TINs provided in the **Appendix** of the `e-Invoice Specific Guideline `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:200 msgid "All products to be included in e-invoices require a Malaysian classification code. To add it, access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the :guilabel:`Malaysian classification code` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:205 msgid "Malaysian tax type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:199 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:207 msgid "To configure a tax's :guilabel:`Malaysian Tax Type` field, go to :menuselection:`Accounting --> Configuration --> Accounting --> Taxes` and open the relevant tax in the :guilabel:`Taxes` list view." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:203 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:211 msgid "When an invoice or bill includes a tax with the :guilabel:`Malaysian Tax Type` set to **Tax Exempt**, a :guilabel:`Tax Exemption Reason` must be specified in the :guilabel:`MyInvois` tab before the document is sent." msgstr "" @@ -32872,127 +32884,131 @@ msgstr "" msgid "MyInvois tax exemption reason" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:226 msgid "Send invoices to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:228 msgid "Invoices can be sent to MyInvois once they have been confirmed. To do so, click :guilabel:`Send to MyInvois`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:224 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:232 +msgid "For invoices in foreign currencies, the exchange rate applied to the invoice is sent to :guilabel:`MyInvois`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:236 msgid "Send bills to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:238 msgid "Sending a bill to MyInvois is necessary when issuing an e-Invoice on behalf of a supplier. Once a bill is confirmed, click :guilabel:`Send To MyInvois`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:242 msgid "In `MyInvois `_, these vendor bills are categorized as :guilabel:`Self-billed Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:245 msgid "If a :guilabel:`Bill Reference` field is empty, Odoo's vendor bill number is used as the MyInvois number. If a reference is entered in the :guilabel:`Bill Reference` field, that reference is used instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:252 msgid "MyInvois status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:242 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:254 msgid "The current MyInvois status of an invoice or bill is shown in the :guilabel:`MyInvois State` field within the :guilabel:`MyInvois` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:257 msgid ":guilabel:`Validation in Progress`: the validation is being processed by MyInvois. A blue :guilabel:`Processing` banner is also displayed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:259 msgid ":guilabel:`Valid`: it is validated by MyInvois. The :guilabel:`Submission UID`, :guilabel:`MyInvois` and :guilabel:`Validation Time` are automatically updated with information from MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:252 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:264 msgid "Odoo :doc:`automatically checks and updates <../../sales/subscriptions/scheduled_actions>` the status every hour. To update it manually at any time, click :guilabel:`Update MyInvois Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:260 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:272 msgid "Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:266 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:278 msgid "Send credit notes to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:268 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:280 msgid "Before sending a credit note, the original invoice must be successfully submitted to MyInvois. Otherwise, the credit note's :guilabel:`MyInvois State` is updated to :guilabel:`Invalid`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:271 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:283 msgid "While Odoo uses a single :guilabel:`credit note` document, MyInvois categorizes these into two types: :guilabel:`credit note` and :guilabel:`refund note`, depending on how they are reconciled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:286 msgid ":guilabel:`MyInvois Credit Note`: This is created when an Odoo credit note is reconciled with the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:276 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:288 msgid ":guilabel:`MyInvois Refund Note`: This is created when an Odoo credit note is reconciled with a full payment instead of the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:280 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:292 msgid "If a credit note is reconciled with only a partial payment before being sent, it is still categorized as a :guilabel:`credit note` in MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:286 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:298 msgid "To issue both a credit note and a refund note for the same original invoice:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:285 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:297 msgid "Create two separate credit notes in Odoo from the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:286 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:298 msgid "For a MyInvois :guilabel:`Refund Note`: Register a payment before sending it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:287 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:299 msgid "For a MyInvois :guilabel:`Credit Note`: Do not register a payment before sending it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:290 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:302 msgid "The same logic applies to credit notes created from bills: if reconciled with a full payment, the credit note becomes a :guilabel:`Self-billed Refund Note`; otherwise, it becomes a :guilabel:`Self-billed Credit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:295 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:307 msgid "Send debit notes to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:309 msgid ":ref:`Issue a debit note from an existing bill or invoice ` and click :guilabel:`Send To MyInvois`. In MyInvois, it appears then as a :guilabel:`Debit Note` if issued from an invoice or a :guilabel:`Self-billed Debit Note` from a vendor bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:302 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:314 msgid "Access invoices via QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:304 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:316 msgid "When a document is successfully submitted to MyInvois, a QR code is added to its PDF version. Scanning this code links directly to the validated document in MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:307 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:319 msgid "To download the PDF from an invoice or bill:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:309 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:321 msgid "Click the :icon:`fa-cog` :guilabel:`(gear)` icon" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:322 msgid "Select :guilabel:`Download`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:311 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:323 msgid "Choose either :guilabel:`PDF` or :guilabel:`PDF without Payment`" msgstr "" @@ -33000,19 +33016,19 @@ msgstr "" msgid "MyInvois QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:319 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:331 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:248 msgid "Employment Hero payroll" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:333 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:250 msgid "If your business is already up and running with :doc:`Employment Hero <../../hr/payroll/payroll_localizations/employment_hero>`, you can use our connector as an alternative payroll solution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:326 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:338 msgid "To :ref:`configure the Employment Hero API ` for **Malaysia**, use the following value as :guilabel:`Payroll URL`: `https://apimy.yourpayroll.io/`." msgstr "" @@ -37633,160 +37649,160 @@ msgid "To ensure proper integration with :ref:`ZATCA `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:199 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:200 msgid "The same configuration applies to all relevant :doc:`contact <../../essentials/contacts>` forms." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:205 msgid "Branches configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:207 msgid "Set up your company :ref:`branches ` in compliance with :ref:`ZATCA rules `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:211 msgid "On the branch contact form, enter the same :guilabel:`VAT Number` as the parent company and enter the branch :guilabel:`Commercial Registration Number (CRN)` in the :guilabel:`Identification Scheme` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:216 msgid "Either use the parent company’s sales journal to follow a centralized billing system model, or onboard a new branch-specific journal to set up a multi-threaded system with parallel invoice processing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:223 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:242 msgid "Invoicing language" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:224 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:225 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:244 msgid "Invoices can be issued in different languages to meet regional or customer-specific requirements at two levels:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:227 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:228 msgid "Customer level: To assign a preferred language to a customer, go to :menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Point of Sale --> Orders --> Customers`, and open the relevant customer form. In the :guilabel:`Language` field, update the language. All documents are then automatically generated in the selected language for that customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:234 msgid "Saudi Arabia's VAT regulations require :guilabel:`Tax Invoices` and :guilabel:`Simplified Tax Invoices` (along with corresponding credit notes or debit notes) to be in Arabic, mandatorily. Invoices can be bilingual, including English." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:238 msgid "Company level: To add Arabic as a secondary language to meet Saudi Arabia VAT regulations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:239 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:240 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:253 msgid "For :guilabel:`Tax Invoices`: Go to :menuselection:`Accounting --> Configuration --> Settings`, in the :guilabel:`Customer Invoices` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:241 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:242 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:255 msgid "For Point of Sale receipts: Go to :menuselection:`Point of Sale --> Configuration --> Settings`, and navigate to the :guilabel:`Bills & Receipts` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:245 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:258 msgid "Then, enable the :guilabel:`Gulf Cooperation Council Format` option, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:249 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:250 msgid "Electronic invoicing with ZATCA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:251 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:252 msgid "The ZATCA e-invoicing system is designed to streamline and digitize the invoicing process for businesses operating in Saudi Arabia." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:254 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:255 msgid "ZATCA Phase 2 employs a clearance e-invoicing model for Business-to-Business (B2B) transactions. Conversely, for Business-to-Consumer (B2C) transactions, Odoo generates a QR code and subsequently reports these transactions to the Fatoora reporting endpoint." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:258 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:259 msgid "In a B2B scenario, a :guilabel:`Tax Invoice` is issued, whereas in a B2C scenario, a :guilabel:`Simplified Tax Invoice` is generated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:262 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:263 msgid "`ZATCA e-invoicing page `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:267 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:268 msgid "Step-by-step process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:269 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:270 msgid "When onboarding to ZATCA (Phase 2), there are three modes:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:271 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:272 msgid ":ref:`Sandbox `: Common pre-configured testing environment; use it to simulate integration functionality out of the box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:273 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:274 msgid ":ref:`Simulation (Pre-Production) `: User-specific testing environment; use it to simulate your unique integration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:275 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:276 msgid ":ref:`Production `: Live environment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:280 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:281 msgid "Sandbox" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:283 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:284 msgid "Use VAT Number 399999999900003 on your company setup for sandbox testing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:0 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:316 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:317 msgid "Set the database" msgstr "" @@ -37806,79 +37822,79 @@ msgstr "" msgid "Make sure all :ref:`company ` information is complete." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:294 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:327 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:361 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:295 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:362 msgid "Onboard sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:296 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:329 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:363 -msgid "Go to :menuselection:`Accounting --> Configuration --> Journals`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:297 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:330 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:364 -msgid "Open the :guilabel:`Sales` journal." +msgid "Go to :menuselection:`Accounting --> Configuration --> Journals`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:298 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:331 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:365 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:597 -msgid "Under the ZATCA tab, click :icon:`fa-refresh` :guilabel:`Onboard`." +msgid "Open the :guilabel:`Sales` journal." msgstr "" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:332 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:366 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:598 +msgid "Under the ZATCA tab, click :icon:`fa-refresh` :guilabel:`Onboard`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:300 msgid "In the :guilabel:`Enter the OTP` window, the 6-digit :guilabel:`OTP` is pre-populated. Click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:302 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:335 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:303 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:336 msgid "Invoice testing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:304 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:337 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:371 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:338 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:372 msgid ":ref:`Create ` and :ref:`confirm ` customer invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:306 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:339 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:373 -msgid "Once the invoice is confirmed, a blue banner appears; click :guilabel:`Process now`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:307 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:340 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:374 +msgid "Once the invoice is confirmed, a blue banner appears; click :guilabel:`Process now`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:375 msgid "Ensure the :ref:`response from the API ` is :guilabel:`Action Successful`. If not, review the API response displayed in the chatter and take the appropriate actions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:314 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:315 msgid "Simulation (Pre-Production)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:318 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:319 msgid "Duplicate your Live/Production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:319 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:320 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Saudi Arabia Electronic Invoicing` section, ensure the :guilabel:`ZATCA API mode` is set to :guilabel:`Simulation (Pre-Production)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:332 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:333 msgid "In the :guilabel:`Enter the OTP` window, enter the 6-digit :guilabel:`OTP` retrieved from the Fatoora Simulation Portal under the Testing Environment. Then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:345 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:346 msgid ":guilabel:`Simulation (Pre-Production)` mode invoices are not legally valid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:351 msgid "Production" msgstr "" @@ -37890,311 +37906,311 @@ msgstr "" msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Saudi Arabia Electronic Invoicing` section, ensure the :guilabel:`ZATCA API mode` is set to :guilabel:`Production`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:366 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:598 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:367 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:599 msgid "In the :guilabel:`Enter the OTP` window, enter the 6-digit :guilabel:`OTP` retrieved from the Fatoora Portal under the Production Environment. Then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:369 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:370 msgid "Invoice synchronization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:379 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:380 msgid "Each :guilabel:`Sales` journal must be onboarded separately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:381 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:382 msgid "If a sales journal is no longer needed as a ZATCA solution unit, make sure to revoke it in your Fatoora portal. To do so, click :guilabel:`View List of Solutions And Devices`, select the relevant solution and device under :guilabel:`Revoke CSID`, then click :guilabel:`Revoke` and :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:387 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:388 msgid "Once the API mode is switched to :guilabel:`Production` and an invoice is submitted to ZATCA, it cannot be changed back to :guilabel:`Sandbox` or :guilabel:`Simulation (Pre-Production)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:389 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:390 msgid "OTP’s generated from either the Fatoora Simulation or Production portal expire after 60 minutes and need to be regenerated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:395 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:396 msgid "Invoice submission to ZATCA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:397 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:398 msgid "After submitting the invoice to ZATCA, a structured response message is returned by the API in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:401 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:402 msgid "[202] BR-KSA-F-13 : [BR-KSA-F-13] - Please recheck Other Seller/Buyer ID (BT-29 or BT-46) as it contains an invalid value." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:404 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:405 msgid "Common codes that can be received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:410 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:411 msgid "Action" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:411 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:412 msgid ":guilabel:`200 – Action Successful`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:412 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:413 msgid "No action required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:413 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:414 msgid ":guilabel:`202 – Action Successful (with Warnings)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:414 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:415 msgid "Share the warnings with the solution provider to correct them as soon as possible." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:415 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:416 msgid "Warnings are temporarily accepted but may become rejections in the future." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:416 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:417 msgid "Frequent warnings may trigger investigation, education, or auditing by ZATCA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:417 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:418 msgid ":guilabel:`303 – Clearance Switched Off`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:418 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:419 msgid "Submit the invoice through the reporting flow instead of clearance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:419 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:420 msgid ":guilabel:`400 – Action Failed (Rejected)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:420 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:421 msgid "Review the detailed error message, correct the issue, and resubmit." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:421 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:422 msgid ":guilabel:`401 – Unauthorized`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:422 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:423 msgid "Check the authentication certificate and secret key." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:423 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:424 msgid "Correct the credentials and resubmit." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:425 msgid ":guilabel:`413 – Payload Too Large (Invoice Not Received)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:425 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:426 msgid "Reduce the invoice payload size and resend." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:426 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:427 msgid ":guilabel:`429 – Too Many Requests (Invoice Not Received)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:427 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:429 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:431 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:433 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:428 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:430 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:432 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:434 msgid "Resend the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:428 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:429 msgid ":guilabel:`500 – Internal Server Error (Invoice Not Received)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:430 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:431 msgid ":guilabel:`503 – Service Unavailable (Invoice Not Received)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:432 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:433 msgid ":guilabel:`504 – Request Timed Out (Invoice Not Received)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:435 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:436 msgid "The color of the message displayed in the chatter after an invoice is confirmed and submitted indicates the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:438 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:439 msgid "Green: invoice successfully accepted - The invoice is fully compliant and has been successfully validated by ZATCA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:441 msgid "Yellow: invoice accepted with warnings - The invoice is legally valid but was accepted with a warning. The issue should be reviewed and corrected for future submissions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:443 msgid "Red: invoice was rejected - The invoice was not accepted by ZATCA and is not legally valid. It must be corrected and resubmitted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:445 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:446 msgid "If the invoice is rejected, an error message is displayed in the invoice’s chatter. Correct the underlying issue described in the message description in the invoice or company settings. Then, to resubmit the invoice, click :guilabel:`Retry`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:450 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:451 msgid "Invoices rejected by ZATCA remain in a :guilabel:`Rejected` state and are not considered legally valid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:452 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:453 msgid "In case of any incidents, technical errors, or emergency matters that prevent the generation of e-invoices/e-receipts, notify `ZATCA `_. Once the issue has been resolved, contact ZATCA again using the same communication channel. For specific failure scenarios, refer to the steps outlined in `ZATCA's guidelines (page 45) `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:461 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:462 msgid "QR code verification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:463 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:464 msgid "To verify the QR Code on the invoice, scan it using the official `ZATCA app `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:466 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:467 msgid "Once in the app, click :guilabel:`Services`. In the :guilabel:`E-Invoice Validation` section, click :guilabel:`Start Service`. Then, begin scanning the invoices' QR codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:470 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:471 msgid "The QR verification output does not display a currency symbol. The invoice amount is always shown as a plain numeric value, irrespective of the currency used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:472 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:473 msgid "An invoice with a related contact (e.g., Invoicing Address) is sent to the clearance API (B2B)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:480 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:481 msgid "To create a :ref:`credit ` or :ref:`debit ` note, include a ZATCA-approved reason from the :guilabel:`ZATCA Reason` field in the :guilabel:`Credit`/:guilabel:`Debit` window, as required by ZATCA regulations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:485 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:486 msgid "Cancellation or suspension of the supplies after their occurrence, either wholly or partially." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:486 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:487 msgid "Essential change or amendment in the supply that results in a change to the VAT due." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:487 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:488 msgid "Amendment of the supply value that was pre-agreed between the supplier and the consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:488 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:489 msgid "Goods or services refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:489 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:490 msgid "Change in the seller’s or buyer’s information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:492 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:493 msgid "The :guilabel:`ZATCA Reason` field is also available in the credit/debit note :guilabel:`Other Info` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:496 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:497 msgid "Whenever the credit/debit note is unrelated/independent, fill in the sequential number of the original invoice(s) that the credit/debit note is related to in the :guilabel:`Customer Reference` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:503 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:504 msgid "Down payments (advance payments)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:505 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:506 msgid "Handle :doc:`down payments (advance payments) <../../sales/sales/invoicing/invoicing_policy>` in compliance with `ZATCA’s guidelines `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:512 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:513 msgid "Retention" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:514 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:515 msgid "Retention is an amount temporarily held by the customer, defined by the commercial contract, to ensure the quality and completion of the work. It is usually a percentage of the invoice value (e.g., 5-10%) and serves as security against future defects; it is ultimately paid back to the contractor once the warranty period expires." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:519 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:520 msgid "For ZATCA, the commonly applied rule is that VAT is calculated based on the full invoice amount, even if the customer withholds a portion as retention. ZATCA advises taxpayers to first determine the tax position, specifically whether the retention amount reduces the taxable amount or not. Tax position depends on contractual terms." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:524 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:525 msgid "The Odoo retention workflow ensures, through tax position, that the retention amount does not reduce the taxable amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:528 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:529 msgid "Any negative tax (e.g., -20%) configured with the :guilabel:`Is Retention` checkbox enabled has no impact on the UBL 2.1. It only applies when this retention tax is used in conjunction with a generic tax (e.g., 15%) on the invoice line and represents a percentage of that invoice line. For example, if a taxpayer wants to retain 20% of the invoiced goods, both the 15% tax and the -20% retention tax would be applied to the invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:534 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:535 msgid "Within this same tax position, retention can also be applied at the invoice level as an separate negative invoice line using a 0% (Not Subject to VAT) tax rate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:538 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:539 msgid "Adding either a negative tax with :guilabel:`Is Retention` enabled and a generic tax on the invoice line, or a separate negative invoice line with a 0% (:guilabel:`Not Subject to VAT`) tax rate at the invoice level, usually indicates that VAT has been paid on the full taxable amount. Therefore, the final invoice for releasing the retention amount does not qualify as a :guilabel:`Tax Invoice` and should not be submitted to ZATCA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:543 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:544 msgid "The 0% (Not Subject to VAT) tax is already preconfigured according to ZATCA rules; do not modify it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:547 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:548 msgid "When creating a new retention tax, create a :guilabel:`Retention` tax group and assign it to this newly created retention tax to comply with ZATCA rules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:549 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:550 msgid "To add the :guilabel:`Retention Amount` as a note on the invoice line, click :guilabel:`Add a note` to comply with ZATCA rules. For example - Retention Amount: `[retention amount] SAR`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:555 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:556 msgid "Generated documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:557 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:558 msgid "Once an invoice is submitted, a UBL 2.1 XML file is generated and sent to ZATCA API endpoints. For auditability, this XML file is stored in the chatter. To display it, click the :icon:`fa-paperclip` :guilabel:`(attachments)` icon." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:561 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:562 msgid "Additionally, the invoice PDF generated when using :guilabel:`Send` is displayed in the chatter. Both the XML and PDF files are permanently attached to the invoice and cannot be deleted to ensure compliance with ZATCA regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:566 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:567 msgid "Successfully ZATCA-submitted invoices can only be reset to draft in :ref:`Sandbox ` or :ref:`Simulation (Pre-Production) ` modes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:571 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:572 msgid "To automatically generate a PDF/A-3 with the embedded UBL 2.1, click :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:581 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:582 msgid "ZATCA integration configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:584 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:585 msgid "Make sure the :guilabel:`Saudi Arabia - E-invoicing (Simplified) (l10n_sa_edi_pos)` module is :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:587 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:588 msgid "PoS orders must be properly reported in compliance with ZATCA Phase 2. To do so, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:589 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:590 msgid "Onboard the :guilabel:`Invoices` default journal in the :ref:`PoS settings `:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:592 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:593 msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings`. In the yellow banner, select the relevant :guilabel:`Point of Sale`, then navigate to the :guilabel:`Accounting` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:595 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:596 msgid "In the :guilabel:`Default Journals` section, find the :guilabel:`Invoices` field and click the :icon:`oi-arrow-right` :guilabel:`(right arrow)` to open the default :guilabel:`Sales` journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:601 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:602 msgid ":ref:`Assign a customer ` to the order before finalizing the transaction." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:603 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:604 msgid "These steps ensure that each receipt is processed as a compliant e-invoice and reported to the ZATCA portal in real time. Once the receipt is generated, the Phase 2 QR code automatically appears on both the printed receipt and the PDF." msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 54328e756f..8c47e7f7fc 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1759,7 +1759,7 @@ msgid "First, open the Odoo database and navigate to the :guilabel:`Apps` module msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:145 -msgid "Next, navigate to :menuselection:`Settings --> General Settings`, and under the :guilabel:`Discuss` section, ensure that the checkbox for :guilabel:`Custom Email Servers` is checked. This populates a new option for :guilabel:`Outlook Credentials`." +msgid "Next, navigate to :menuselection:`Settings --> General Settings`, and under the *Emails* section, ensure that the checkbox for :guilabel:`Use Custom Email Servers` is checked. This populates a new option for :guilabel:`Outlook Credentials`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:149 @@ -1767,7 +1767,7 @@ msgid ":guilabel:`Save` the progress." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:151 -msgid "Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`Client Secret (Client Secret Value)` into the respective fields and :guilabel:`Save` the settings." +msgid "Then, copy and paste the :guilabel:`ID` (Application ID) and :guilabel:`Secret (Client Secret Value)` into the respective fields and :guilabel:`Save` the settings." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:None @@ -1829,7 +1829,7 @@ msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:206 #: ../../content/applications/general/email_communication/azure_oauth.rst:248 -msgid "Visit the :ref:`From Filtering documentation ` for more information." +msgid "Visit the :ref:`From Filtering ` documentation for more information." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:210 @@ -7302,62 +7302,66 @@ msgid "This means an unauthorized user would need to guess the account password msgstr "" #: ../../content/applications/general/users/2fa.rst:18 -msgid "Requirements" -msgstr "" - -#: ../../content/applications/general/users/2fa.rst:21 -msgid "These lists are just examples. They are **not** endorsements of any specific software." +msgid "Some governments, such as the :doc:`Australian <../../finance/fiscal_localizations/australia>` government, require |2fa|. For these :doc:`fiscal localizations <../../finance/fiscal_localizations>`, it is not possible to deactivate |2fa|." msgstr "" #: ../../content/applications/general/users/2fa.rst:23 -msgid "Phone-based authenticators are the easiest and most commonly used. Examples include:" -msgstr "" - -#: ../../content/applications/general/users/2fa.rst:25 -msgid "`Authy `_" +msgid "Requirements" msgstr "" #: ../../content/applications/general/users/2fa.rst:26 -msgid "`FreeOTP `_" -msgstr "" - -#: ../../content/applications/general/users/2fa.rst:27 -msgid "`Google Authenticator `_" +msgid "These lists are just examples. They are **not** endorsements of any specific software." msgstr "" #: ../../content/applications/general/users/2fa.rst:28 -msgid "`LastPass Authenticator `_" +msgid "Phone-based authenticators are the easiest and most commonly used. Examples include:" msgstr "" -#: ../../content/applications/general/users/2fa.rst:29 -msgid "`Microsoft Authenticator `_" +#: ../../content/applications/general/users/2fa.rst:30 +msgid "`Authy `_" +msgstr "" + +#: ../../content/applications/general/users/2fa.rst:31 +msgid "`FreeOTP `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:32 -msgid "Password managers are another option. Common examples include:" +msgid "`Google Authenticator `_" +msgstr "" + +#: ../../content/applications/general/users/2fa.rst:33 +msgid "`LastPass Authenticator `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:34 +msgid "`Microsoft Authenticator `_" +msgstr "" + +#: ../../content/applications/general/users/2fa.rst:37 +msgid "Password managers are another option. Common examples include:" +msgstr "" + +#: ../../content/applications/general/users/2fa.rst:39 msgid "`1Password `_" msgstr "" -#: ../../content/applications/general/users/2fa.rst:35 -msgid "`Bitwarden `_," +#: ../../content/applications/general/users/2fa.rst:40 +msgid "`Bitwarden `_" msgstr "" -#: ../../content/applications/general/users/2fa.rst:38 +#: ../../content/applications/general/users/2fa.rst:43 msgid "The remainder of this document uses Google Authenticator as an example, as it is one of the most commonly used. This is **not** an endorsement of the product." msgstr "" -#: ../../content/applications/general/users/2fa.rst:42 +#: ../../content/applications/general/users/2fa.rst:47 msgid "Two-factor authentication setup" msgstr "" -#: ../../content/applications/general/users/2fa.rst:44 +#: ../../content/applications/general/users/2fa.rst:49 msgid "After selecting an authenticator, log in to Odoo, then click the profile avatar in the upper-right corner, and select :guilabel:`My Profile` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/users/2fa.rst:47 +#: ../../content/applications/general/users/2fa.rst:52 msgid "Click the :guilabel:`Account Security` tab, then slide the :guilabel:`Two-Factor Authentication` toggle to *active*." msgstr "" @@ -7365,19 +7369,19 @@ msgstr "" msgid "The account secuirty tab in a user profile." msgstr "" -#: ../../content/applications/general/users/2fa.rst:53 +#: ../../content/applications/general/users/2fa.rst:58 msgid "This generates a :guilabel:`Security Control` pop-up window that requires password confirmation to continue. Enter the appropriate password, then click :guilabel:`Confirm Password`. Next, a :guilabel:`Two-Factor Authentication Activation` pop-up window appears, with a |QR|." msgstr "" -#: ../../content/applications/general/users/2fa.rst:60 +#: ../../content/applications/general/users/2fa.rst:65 msgid "The 2fa authentication QR code in Odoo." msgstr "" -#: ../../content/applications/general/users/2fa.rst:60 +#: ../../content/applications/general/users/2fa.rst:65 msgid "Using the desired authenticator application, scan the |QR| when prompted." msgstr "" -#: ../../content/applications/general/users/2fa.rst:63 +#: ../../content/applications/general/users/2fa.rst:68 msgid "If scanning the screen is not possible (e.g., the setup is being completed on the *same* device as the authenticator application), click the provided :guilabel:`Cannot scan it?` link, or copying the code to set up the authenticator manually, is an alternative." msgstr "" @@ -7385,7 +7389,7 @@ msgstr "" msgid "A 2fa secret code on an authentication popup." msgstr "" -#: ../../content/applications/general/users/2fa.rst:70 +#: ../../content/applications/general/users/2fa.rst:75 msgid "Afterwards, the authenticator should display a *verification code*." msgstr "" @@ -7393,7 +7397,7 @@ msgstr "" msgid "A view of the Google authenticator app with the six digit code for 2fa." msgstr "" -#: ../../content/applications/general/users/2fa.rst:75 +#: ../../content/applications/general/users/2fa.rst:80 msgid "Enter the code into the :guilabel:`Verification Code` field, then click :guilabel:`Activate`." msgstr "" @@ -7401,15 +7405,15 @@ msgstr "" msgid "The success message that appears in a user profile when 2fa is successfully enabled." msgstr "" -#: ../../content/applications/general/users/2fa.rst:81 +#: ../../content/applications/general/users/2fa.rst:86 msgid "Logging in" msgstr "" -#: ../../content/applications/general/users/2fa.rst:83 +#: ../../content/applications/general/users/2fa.rst:88 msgid "To confirm |2fa| setup is complete, log out of Odoo." msgstr "" -#: ../../content/applications/general/users/2fa.rst:85 +#: ../../content/applications/general/users/2fa.rst:90 msgid "On the login page, input the username and password, then click :guilabel:`Log in`. On the :guilabel:`Two-factor Authentication` page, input the code provided by the chosen authenticator in the :guilabel:`Authentication Code` field, then click :guilabel:`Log in`." msgstr "" @@ -7417,23 +7421,23 @@ msgstr "" msgid "The login page with 2fa enabled." msgstr "" -#: ../../content/applications/general/users/2fa.rst:93 +#: ../../content/applications/general/users/2fa.rst:98 msgid "If a user loses access to their authenticator, an administrator **must** deactivate |2fa| on the account before the user can log in." msgstr "" -#: ../../content/applications/general/users/2fa.rst:97 +#: ../../content/applications/general/users/2fa.rst:102 msgid "Enforce two-factor authentication" msgstr "" -#: ../../content/applications/general/users/2fa.rst:99 +#: ../../content/applications/general/users/2fa.rst:104 msgid "To enforce |2fa| for every user in the database, navigate to the :menuselection:`Settings` app. In the :guilabel:`Permissions` section, tick the checkbox labeled :guilabel:`Enforce two-factor authentication`. Then, use the radio buttons to choose whether to apply this setting to :guilabel:`Employees only` or :guilabel:`All users`." msgstr "" -#: ../../content/applications/general/users/2fa.rst:105 +#: ../../content/applications/general/users/2fa.rst:110 msgid "Selecting :guilabel:`All users` applies the setting to portal users in addition to employees." msgstr "" -#: ../../content/applications/general/users/2fa.rst:107 +#: ../../content/applications/general/users/2fa.rst:112 msgid "Click :guilabel:`Save` to commit any unsaved changes." msgstr "" diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index 3460e0e3ba..16191018ea 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1453,18 +1453,22 @@ msgid ":doc:`attendances/kiosks`" msgstr "" #: ../../content/applications/hr/attendances.rst:153 -msgid ":doc:`attendances/management`" +msgid ":doc:`attendances/attendance_onboarding`" msgstr "" #: ../../content/applications/hr/attendances.rst:154 -msgid ":doc:`attendances/attendance_logs`" +msgid ":doc:`attendances/management`" msgstr "" #: ../../content/applications/hr/attendances.rst:155 -msgid ":doc:`attendances/hardware`" +msgid ":doc:`attendances/attendance_logs`" msgstr "" #: ../../content/applications/hr/attendances.rst:156 +msgid ":doc:`attendances/hardware`" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:157 msgid ":doc:`attendances/attendance_reporting`" msgstr "" @@ -1656,10 +1660,12 @@ msgid "To view an attendance log, click on any attendance entry on the :guilabel msgstr "" #: ../../content/applications/hr/attendances/attendance_logs.rst:130 +#: ../../content/applications/hr/attendances/management.rst:23 msgid ":guilabel:`Employee`: The name of the employee." msgstr "" #: ../../content/applications/hr/attendances/attendance_logs.rst:131 +#: ../../content/applications/hr/attendances/management.rst:24 msgid ":guilabel:`Check In`: The date and time the employee checked in." msgstr "" @@ -1755,6 +1761,141 @@ msgstr "" msgid "To delete an entry, click the red :guilabel:`Delete` button on the pop-up window instead of making modifications to the entry." msgstr "" +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:3 +#: ../../content/applications/hr/employees.rst:26 +#: ../../content/applications/hr/employees/onboarding.rst:3 +#: ../../content/applications/hr/referrals.rst:28 +msgid "Onboarding" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:5 +msgid "The **Attendances** application allows for various ways to check-in and check-out of work. Managers or HR workers may need to train employees on the various methods available. Odoo's **Attendances** application has an onboarding feature to aid with employee training." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:9 +msgid "To open the *Onboarding* screen, navigate to :menuselection:`Attendances app --> Configuration --> Onboarding`. The screen loads an onboarding dashboard, with three options to check-in: :ref:`manually `, with a :ref:`barcode `, or with an :ref:`RFID token `." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:15 +msgid "This can be done on either a PC or tablet." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:None +msgid "The onboarding screen in the Attendances app, with three options to check-in." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:21 +msgid "When onboarding employees using the *Onboarding* interface, any attendance logs created are reflected in the database. This means that employees who check-in during onboarding training are logged into work in the **Attendances** app." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:25 +msgid "If managers want to use the *Onboarding* dashboard as a training *only*, they must check attendance records and make any necessary modifications, so all attendance records are accurate and reflect the correct working hours." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:32 +msgid "Manual selection" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:34 +msgid "On the *Onboarding* screen, click or tap on the image above the text :guilabel:`Select on Tablet`. A dashboard loads with all employees listed in a default Kanban view. All Kanban cards indicate the employee's current status with either a red :guilabel:`Absent` or a green :guilabel:`On Site` text in the upper-right corner of the card." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:None +msgid "The manual selection check in screen in the Attendances app onboarding." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:42 +msgid "Navigate to the desired employee, then click or tap their Kanban card. The employee is automatically checked-in or checked-out depending on their status in the **Attendances** app. The screen briefly displays a *Welcome* or *Goodbye* screen with the current date and time, along with any previously logged attendance hours." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:47 +msgid "After the specified period of time designated in the :ref:`kiosk settings ` has elapsed, the screen reverts to the main *Onboarding* dashboard. To exit the screen sooner, click the :guilabel:`OK` button." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:52 +msgid "The list of departments on the left-side or the search bar at the top can be used to navigate to the desired employee." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:58 +msgid "Badge with barcode" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:60 +msgid "The second option available to check-in or check-out is to use an ID badge that has a barcode on it. Click or tap on the center image above the text :guilabel:`Badge with Barcode on Tablet`, and a dashboard loads displaying two options: :guilabel:`Scan your badge` and :guilabel:`New Set-up (Employee/Badge)`." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:65 +msgid "If the employee has an ID badge with a barcode, click the :guilabel:`Scan your badge` button to scan the barcode using either the device's camera or a dedicated barcode scanner. A *Barcode Scanner* pop-up window loads and displays the area being scanned. Scan the barcode to check in or check out of the database." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:None +msgid "The barcode scanning dashboard from the Onboarding screen." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:74 +msgid "The **Barcode** app does **not** need to be installed to use the barcode option." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:77 +msgid "Create a new barcode" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:79 +msgid "If the employee does *not* have a barcode, click the :guilabel:`New Set-up (Employee/Badge)` button to bring up the *Set-up* pop-up window. Using the drop-down menu beneath the text :guilabel:`Select Employee Without Badge`, select the *existing* employee who does **not** have a barcode. Next, enter the new barcode in the corresponding field." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:84 +msgid "Once completed, click the :guilabel:`Set the Badge` button. The *Set-up* pop-up window closes, and a notification stating `Badge assigned successfully!` appears in the upper-right corner of the *Onboarding* dashboard." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:88 +msgid "The new badge number appears in the *Badge ID* field in the *Settings* tab on the :ref:`employee's form `." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:None +msgid "A barcode set-up pop-up window with a new barcode entered." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:95 +msgid "The *Set-up* pop-up window **only** creates a new barcode and stores the number on the employee's record. The barcode must be printed to scan it with the :guilabel:`Badge with Barcode on Tablet` option." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:99 +msgid "If the employee already has a barcode on their profile, the current barcode is replaced with the newly entered one." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:103 +msgid "Create a new employee" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:105 +msgid "If an employee has **not** been created in the system, a new employee can be added to the database from the *Set-up* pop-up window. Type in the employee's name in the field below :guilabel:`Create the name of the new employee below`, then click the :guilabel:`Confirm` button." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:109 +msgid "The *Set-up* pop-up window closes, and a notification stating `Employee created successfully!` appears in the upper-right corner of the *Onboarding* dashboard." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:113 +msgid "The *Set-up* pop-up window only creates a new employee record in the **Employees** app. A barcode must be created and printed to scan it with the :guilabel:`Badge with Barcode on Tablet` option." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:119 +msgid "RFID token" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:121 +msgid "The third option available to check in on the *Onboarding* dashboard is to use an RFID token. Click the button above the text :guilabel:`RFID Token with reader on tablet` to bring up a dashboard with two options: :guilabel:`Scan your badge`, or :guilabel:`New Set-up (Employee/Badge)`." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:125 +msgid "If the employee has an RFID token, click the :guilabel:`Scan your badge` button to scan the RFID token using a connected RFID reader." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_onboarding.rst:129 +msgid "To use this feature, both RFID key fobs *and* an RFID reader **must** be purchased. Follow the manufacturer's directions to install the RFID reader and set up the RFID key fob." +msgstr "" + #: ../../content/applications/hr/attendances/attendance_reporting.rst:3 msgid "Attendance reporting" msgstr "" @@ -1981,7 +2122,7 @@ msgid "It is recommended to place kiosks on a secure stand, or mount them secure msgstr "" #: ../../content/applications/hr/attendances/hardware.rst:35 -#: ../../content/applications/hr/employees.rst:35 +#: ../../content/applications/hr/employees.rst:46 #: ../../content/applications/hr/employees/badges.rst:3 msgid "Badges" msgstr "" @@ -2087,11 +2228,11 @@ msgid "If employees :ref:`check in and out ` using msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:24 -msgid "To use kiosks in the **Attendances** application, navigate to :menuselection:`Attendances app --> Configuration`. On the :guilabel:`Settings` page, configure the :ref:`Modes section ` and the :ref:`attendances/kiosk-settings`." +msgid "To use kiosks in the **Attendances** application, navigate to :menuselection:`Attendances app --> Configuration --> Settings`, and configure the :ref:`Modes section ` and the :ref:`attendances/kiosk-settings`." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:28 -msgid "Once all desired settings have been configured, click the :guilabel:`Save` button on the :guilabel:`Settings` page, to activate and enable them." +msgid "Once all desired settings have been configured, click the :guilabel:`Save` button on the :guilabel:`Settings` page to activate and enable them." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:34 @@ -2099,7 +2240,7 @@ msgid "Modes section" msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:36 -msgid "Determine how an employee checks in when using a kiosk, either by searching for their name on the kiosk (:guilabel:`Manual Selection`), scanning an employee ID or key fob (:guilabel:`Barcode/RFID`). or both." +msgid "Determine how an employee checks in at a kiosk, either by searching for their name (:guilabel:`Manual Selection`), scanning an employee ID or key fob (:guilabel:`Barcode/RFID`), or both." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:40 @@ -2119,46 +2260,46 @@ msgid "The various settings in the :guilabel:`Kiosk Settings` section determine msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:57 -msgid ":guilabel:`Barcode Source` :icon:`fa-building-o`: this setting **only** appears if one of the two *Barcode/RFID* selections were configured for the :ref:`Kiosk Mode ` setting." +msgid ":guilabel:`Barcode Source` :icon:`fa-building-o`: This setting appears **only** if one of the two *Barcode/RFID* selections were configured for the :ref:`Kiosk Mode ` setting." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:61 -msgid "If available, select how barcodes are scanned at the kiosk, via one of the drop-down menu options. Barcodes can be scanned with a dedicated :guilabel:`Scanner`, or with a device's camera (:guilabel:`Front Camera` or :guilabel:`Back Camera`)." +msgid "If available, select how barcodes are scanned at the kiosk from the drop-down menu. Barcodes can be scanned with a dedicated :guilabel:`Scanner`, or with a device's :guilabel:`Front Camera` or :guilabel:`Back Camera`." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:64 -msgid ":guilabel:`Display Time` :icon:`fa-building-o`: determine how many seconds a check-in/check-out confirmation message remains on the kiosk screen before returning to the main check in screen." +msgid ":guilabel:`Display Time` :icon:`fa-building-o`: Determine how many seconds a check-in/check-out confirmation message remains on the kiosk screen before returning to the main check-in screen." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:66 -msgid ":guilabel:`Employee PIN Identification`: tick this checkbox if employees should use a unique PIN to check in. PINs are configured on each individual employee record. Refer to the :ref:`new employee documentation ` documentation for more information on setting up PINs." +msgid ":guilabel:`Employee PIN Identification`: Click this checkbox to require employees to use a unique PIN to check in. PINs are configured on each individual employee record. Refer to the :ref:`new employee documentation ` for more information on setting up PINs." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:70 +#: ../../content/applications/hr/attendances/kiosks.rst:69 msgid ":guilabel:`Attendance Kiosk Url`: Odoo generates a unique web address (URL) to use a device as a kiosk, without having to sign in to the Odoo database. When setting up a kiosk device, navigate to this unique web address in a web browser to present the **Attendances** app kiosk." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:75 -msgid "These kiosk URLs are **not** secured with any type of access code. Anyone who has the URL can access the **Attendances** app kiosk. If the URL is compromised for any reason, such as in the event of a security breach, click :icon:`fa-refresh` :guilabel:`Generate new URL`, located beneath the link, to generate a new URL, and update the kiosk, accordingly." +#: ../../content/applications/hr/attendances/kiosks.rst:74 +msgid "These kiosk URLs are **not** secured with any type of access code. Anyone who has the URL can access the **Attendances** app kiosk. If the URL is compromised for any reason, such as in the event of a security breach, click :icon:`fa-refresh` :guilabel:`Generate new URL`, located beneath the link, to generate a new URL and update the kiosk accordingly." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:83 +#: ../../content/applications/hr/attendances/kiosks.rst:82 msgid "Kiosk mode" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:85 +#: ../../content/applications/hr/attendances/kiosks.rst:84 msgid "Entering *Kiosk Mode* is **only** available for users with specific :ref:`access rights `." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:88 +#: ../../content/applications/hr/attendances/kiosks.rst:87 msgid "*Kiosk Mode* can be activated in two different ways:" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:90 +#: ../../content/applications/hr/attendances/kiosks.rst:89 msgid "Navigate to the :menuselection:`Attendances app`, and click :guilabel:`Kiosk Mode` in the top menu. The device then signs out of Odoo and enters *Kiosk Mode*." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:92 +#: ../../content/applications/hr/attendances/kiosks.rst:91 msgid "Navigate to the :menuselection:`Attendances app --> Configuration`. In the :guilabel:`Kiosk Settings` section, use the link in the :guilabel:`Attendance Kiosk Url` field to open *Kiosk Mode* on any device." msgstr "" @@ -2166,27 +2307,39 @@ msgstr "" msgid "The Attendances Kiosk URL field in the settings section of the Attendances application." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:100 +#: ../../content/applications/hr/attendances/kiosks.rst:99 msgid "As a security measure, once a device is in *Kiosk Mode*, it is not possible to go back into the database without signing back in." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:104 +#: ../../content/applications/hr/attendances/kiosks.rst:103 msgid "At any time, a new kiosk URL can be generated, if needed. Click the :icon:`fa-refresh` :guilabel:`Generate a new Kiosk Mode URL`" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:107 -msgid "To exit *Kiosk Mode*, either close the tab in the web browser or return to the main log-in screen of Odoo." +#: ../../content/applications/hr/attendances/kiosks.rst:106 +msgid "The kiosk loads, displaying the current date and time, along with the following banner at the top: :guilabel:`Connect an RFID reader, and scan a token. 'Read the Documentation'/ 'Buy an RFID Device`." +msgstr "" + +#: ../../content/applications/hr/attendances/kiosks.rst:109 +msgid "Click the text link :guilabel:`Read the Documentation` to open the :doc:`corresponding documentation <../attendances/hardware>` in a new tab. Click the text link :guilabel:`Buy an RFID Device` to open a new tab with available products to purchase on Amazon. Close either tab to return to the kiosk." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:113 -msgid "Check in and out with a kiosk" +msgid "At the end of the text, an :guilabel:`X` appears. Click the :guilabel:`X` to close the banner. Closing the banner hides it from that point on, and *cannot be enabled again*." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:116 +msgid "To exit *Kiosk Mode*, either close the tab in the web browser or return to the main log-in screen of Odoo." +msgstr "" + +#: ../../content/applications/hr/attendances/kiosks.rst:122 +msgid "Check in and out with a kiosk" +msgstr "" + +#: ../../content/applications/hr/attendances/kiosks.rst:125 msgid "Badge" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:118 +#: ../../content/applications/hr/attendances/kiosks.rst:127 msgid "To check in or out using a badge, tap the :icon:`fa-barcode` :guilabel:`Scan your badge` image in the center of the kiosk." msgstr "" @@ -2194,67 +2347,63 @@ msgstr "" msgid "The Attendances Kiosk view displaying the scan badge image." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:124 +#: ../../content/applications/hr/attendances/kiosks.rst:133 msgid "Then, scan the barcode on the badge using the method configured in the :ref:`Kiosk Settings ` section of the configuration menu." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:127 +#: ../../content/applications/hr/attendances/kiosks.rst:136 msgid "Once the barcode is scanned, the employee is checked in or out, and a :ref:`confirmation message ` appears with all the information." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:131 +#: ../../content/applications/hr/attendances/kiosks.rst:140 msgid "RFID" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:133 +#: ../../content/applications/hr/attendances/kiosks.rst:142 msgid "To check in or out using an RFID key fob, scan the fob with an RFID reader." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:135 +#: ../../content/applications/hr/attendances/kiosks.rst:144 msgid "Once scanned, the employee is either checked in or checked out, and a :ref:`confirmation message ` appears with all the information." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:139 +#: ../../content/applications/hr/attendances/kiosks.rst:148 msgid "Manually" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:141 -msgid "Users who do not have a scannable badge, or an RFID fob, can manually check in and out at a kiosk." -msgstr "" - -#: ../../content/applications/hr/attendances/kiosks.rst:143 -msgid "Tap the :icon:`fa-user-o` :guilabel:`Identify Manually` button on the kiosk, and a screen appears with all the employees that can be checked in or out. The **Employees** app dashboard has the same display." -msgstr "" - -#: ../../content/applications/hr/attendances/kiosks.rst:147 -msgid "Tap on a person to check them in or out, and a :ref:`confirmation message ` appears." -msgstr "" - #: ../../content/applications/hr/attendances/kiosks.rst:150 -msgid "To find a specific person, either:" +msgid "Users who do not have a scannable badge or an RFID fob can manually check in and out at a kiosk." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:152 -msgid "Search: tap into the search bar and enter the desired person's name. As the name is typed in, the matching results are displayed on the screen." +msgid "Tap the :icon:`fa-user-o` :guilabel:`Identify Manually` button on the kiosk, and a screen appears with all the employees who can be checked in or out. Tap on a person to check them in or out, and a :ref:`confirmation message ` appears." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:154 -msgid "By department: tap on any desired selection in the department section, located on the left side of the screen, to **only** view employees from that specific department. The number at the end of each listed department represents how many employees that department has." +#: ../../content/applications/hr/attendances/kiosks.rst:156 +msgid "To find a specific person, either:" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:159 -msgid "PIN" +#: ../../content/applications/hr/attendances/kiosks.rst:158 +msgid "Search: Tap into the search bar and enter the desired person's name. As the name is typed, matching results are displayed on the screen." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:161 -msgid "If the :guilabel:`Employee PIN Identification` checkbox was ticked in the :ref:`Kiosk Settings ` section of the configuration menu, the employee is prompted to enter a PIN when manually checking in or out." +#: ../../content/applications/hr/attendances/kiosks.rst:160 +msgid "By department: Tap on any desired selection in the department section, located on the left side of the screen, to **only** view employees from that specific department. The number at the end of each listed department represents how many employees that department has." msgstr "" #: ../../content/applications/hr/attendances/kiosks.rst:165 +msgid "PIN" +msgstr "" + +#: ../../content/applications/hr/attendances/kiosks.rst:167 +msgid "If the :guilabel:`Employee PIN Identification` checkbox was ticked in the :ref:`Kiosk Settings ` section of the configuration menu, the employee is prompted to enter a PIN when manually checking in or out." +msgstr "" + +#: ../../content/applications/hr/attendances/kiosks.rst:171 msgid "After the employee is selected, a number pad appears with a message. When checking in, :guilabel:`(Employee) Please enter your PIN to check in` appears above the numbers. When checking out, :guilabel:`(Employee) Please enter your PIN to check out` appears above the numbers." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:169 +#: ../../content/applications/hr/attendances/kiosks.rst:175 msgid "Tap in the PIN using the number pad, then tap :guilabel:`OK` when done. The employee is then checked in or out, and a :ref:`confirmation message ` appears." msgstr "" @@ -2262,23 +2411,23 @@ msgstr "" msgid "The pop-up that appears when prompted to enter a pin." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:178 +#: ../../content/applications/hr/attendances/kiosks.rst:184 msgid "Confirmation message" msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:180 -msgid "When an employee checks in or out, a confirmation message appears, with all the check in or check out information." +#: ../../content/applications/hr/attendances/kiosks.rst:186 +msgid "When an employee checks in or out, a confirmation message appears, with all the check-in or check-out information." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:183 +#: ../../content/applications/hr/attendances/kiosks.rst:189 msgid "When checking in, the :guilabel:`Welcome (Employee)` message appears, along with the current date and time. If the employee has already checked in and out that day, an :guilabel:`Hours Previously Today: HH:MM` message also appears, showing the total hours logged earlier." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:187 -msgid "When checking out, :guilabel:`Goodbye (Employee)` appears, as well as the date and time of check out. Beneath the message is an :guilabel:`Hours Today: HH:MM` field, with the total hours and minutes logged for the day." +#: ../../content/applications/hr/attendances/kiosks.rst:193 +msgid "When checking out, :guilabel:`Goodbye (Employee)` appears, as well as the date and time of checkout. Beneath the message is an :guilabel:`Hours Today: HH:MM` field, with the total hours and minutes logged for the day." msgstr "" -#: ../../content/applications/hr/attendances/kiosks.rst:191 +#: ../../content/applications/hr/attendances/kiosks.rst:197 msgid "Beneath both the \"welcome\" and \"goodbye\" messages is an :guilabel:`OK` button. To exit the screen before the preset time in the kiosk, tap the :guilabel:`OK` button." msgstr "" @@ -2310,148 +2459,148 @@ msgstr "" msgid "Each attendance record displays the following information:" msgstr "" -#: ../../content/applications/hr/attendances/management.rst:23 -msgid ":guilabel:`Employee`: the name of the employee" -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:24 -msgid ":guilabel:`Check In`: the date and time the employee checked in" -msgstr "" - #: ../../content/applications/hr/attendances/management.rst:25 -msgid ":guilabel:`Check Out`: the date and time the employee checked out" +msgid ":guilabel:`Check Out`: The date and time the employee checked out." msgstr "" #: ../../content/applications/hr/attendances/management.rst:26 -msgid ":guilabel:`Worked Time`: the number of worked hours the employee logged" +msgid ":guilabel:`Worked Time`: The number of worked hours the employee logged." msgstr "" #: ../../content/applications/hr/attendances/management.rst:27 -msgid ":guilabel:`Worked Extra Hours`: the amount of overtime worked" +msgid ":guilabel:`Worked Extra Hours`: The amount of overtime worked." msgstr "" #: ../../content/applications/hr/attendances/management.rst:28 -msgid ":guilabel:`Extra Hours`: the total extra hours logged" -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:29 -msgid ":guilabel:`Overtime Status`: the status of the attendance record. All attendance records that appear on this dashboard have a status of :guilabel:`To Approve`." +msgid ":guilabel:`Extra Hours`: The total approved extra hours." msgstr "" #: ../../content/applications/hr/attendances/management.rst:None msgid "The Attendances app Management dashboard, displaying entries needing approval." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:38 +#: ../../content/applications/hr/attendances/management.rst:36 msgid "Approvals and refusals" msgstr "" -#: ../../content/applications/hr/attendances/management.rst:40 +#: ../../content/applications/hr/attendances/management.rst:38 msgid "Attendance records can be approved and refused directly from the :ref:`Management dashboard `. At the far-right of each record, :icon:`fa-check` :guilabel:`Approve` and :icon:`fa-times` :guilabel:`Refuse` buttons appear. Click the corresponding button to either approve or refuse the logged attendance record." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:46 +#: ../../content/applications/hr/attendances/management.rst:44 msgid "When approving or refusing attendance records from the :guilabel:`Management` dashboard, it is **not** possible to view the details of the attendance record." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:50 +#: ../../content/applications/hr/attendances/management.rst:48 msgid "Partial approvals" msgstr "" -#: ../../content/applications/hr/attendances/management.rst:52 +#: ../../content/applications/hr/attendances/management.rst:50 msgid "It is possible to approve a portion of the logged :guilabel:`Extra Hours` and not the full amount. To approve only a portion of overtime, click into an attendance record to view the details." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:55 -msgid "Click into the :guilabel:`Extra Hours` field and enter the amount of hours being approved. After editing the :guilabel:`Extra Hours field`, the :guilabel:`Worked Extra Hours` field becomes visible to display the difference between the :guilabel:`Worked Time` and :guilabel:`Extra Hours` fields." +#: ../../content/applications/hr/attendances/management.rst:53 +msgid "The top half of the record displays the specific check in and check out details, including the method used. The :guilabel:`Check In` and :guilabel:`Check Out` information in the top half of the form can be modified, if needed. Click into the desired field, and make any needed changes." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:60 -msgid "The :guilabel:`Worked Time` field is the total hours the employee logged (the :guilabel:`Worked Time` and :guilabel:`Extra Hours` combined). For example, if an employee is scheduled to work eight hours, and worked five extra hours, the :guilabel:`Worked Time` is thirteen hours, and the :guilabel:`Extra Hours` is five hours. The :guilabel:`worked Time` field **cannot** be modified." +#: ../../content/applications/hr/attendances/management.rst:57 +msgid "The bottom half of the form contains the *Overtime Details* tab. This tab lists the overtime rules used to calculate the extra hours, along with the pay rate and status. The extra hours listed in this tab can be modified, allowing for partial overtime approval." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:65 -msgid "Click :icon:`fa-check` :guilabel:`Approve` to approve the updated :guilabel:`Extra Hours`. Once partially approved, the :guilabel:`Worked Extra Hours` field disappears, along with the :icon:`fa-check` :guilabel:`Approve` button. The difference in hours appears in the :guilabel:`Extra Hours` field." -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:70 -msgid "Once overtime hours are partially approved, the status changes to :guilabel:`Approved`." +#: ../../content/applications/hr/attendances/management.rst:61 +msgid "Click into the :guilabel:`Extra Hours (encoded)` field of the line being modified. Enter the amount of hours being approved in an `HH:MM` format, then click :icon:`fa-check` :guilabel:`Approve` at the end of the line." msgstr "" #: ../../content/applications/hr/attendances/management.rst:None msgid "A detailed attendance record." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:76 -msgid "Once partial overtime is approved, it is still possible to deny overtime by clicking :icon:`fa-times` :guilabel:`Refuse`. The record can be modified as many times as needed." +#: ../../content/applications/hr/attendances/management.rst:68 +msgid "After editing and approving the :guilabel:`Extra Hours (encoded)` field, the status changes to :guilabel:`Approved`, and the :guilabel:`Extra Hours` field in the top half of the form updates to display the approved overtime." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:80 +#: ../../content/applications/hr/attendances/management.rst:73 +msgid "Once partial overtime is approved, it is still possible to deny overtime by clicking the :icon:`fa-times` icon next to the :guilabel:`Extra Hours` field in the top half of the form, or clicking :icon:`fa-times` :guilabel:`Refuse` at the end of the overtime entry in the *Overtime Details* tab." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:79 msgid "Occasionally, verifying an employee's location when checking-in may be needed. The method the employee checked-in to work is found on the individual record, in the :guilabel:`Mode` field." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:83 -msgid "The :guilabel:`Mode` field is not modifiable, as it only log the method the attendance record was created." +#: ../../content/applications/hr/attendances/management.rst:82 +msgid "The :guilabel:`Mode` field is not modifiable, as it only logs the method the attendance record was created." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:86 +#: ../../content/applications/hr/attendances/management.rst:85 msgid "The possible options are:" msgstr "" -#: ../../content/applications/hr/attendances/management.rst:88 -msgid ":guilabel:`Kiosk`: the employee physically checked in or out using a :doc:`kiosk ` device. The employee was present at the kiosk to check-in." +#: ../../content/applications/hr/attendances/management.rst:87 +msgid ":guilabel:`Kiosk`: The employee physically checked in or out using a :doc:`kiosk ` device. The employee was present at the kiosk to check-in." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:90 -msgid ":guilabel:`Systray`: the employee checked in or out :doc:`directly from the database `. Depending on the :guilabel:`IP Address` displayed on the detailed attendance record, the employee's location at the time of check-in can be determined." +#: ../../content/applications/hr/attendances/management.rst:89 +msgid ":guilabel:`Systray`: The employee checked in or out :doc:`directly from the database `. Depending on the :guilabel:`IP Address` displayed on the detailed attendance record, the employee's location at the time of check-in can be determined." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:93 -msgid ":guilabel:`Manual`: the record was created manually in the **Attendances** app. This is typically done by management, to add a missing record." +#: ../../content/applications/hr/attendances/management.rst:92 +msgid ":guilabel:`Manual`: The record was created manually in the **Attendances** app. This is typically done by management, to add a missing record." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:99 -msgid "Create attendance records" +#: ../../content/applications/hr/attendances/management.rst:96 +msgid "Convert overtime to time off" msgstr "" -#: ../../content/applications/hr/attendances/management.rst:101 -msgid "When necessary, users with the required :ref:`access rights ` are able to create attendance records manually in the **Attendances** app. Some situations requiring this is when employees forget to check in and out for shifts, as employees cannot retroactively create attendance records." +#: ../../content/applications/hr/attendances/management.rst:98 +msgid "Some companies allow for the conversion of overtime into time off. To convert all or a portion of overtime into time off, navigate to :menuselection:`Attendances app --> Management`. Click on the desired attendance record to view the specific attendance details." msgstr "" -#: ../../content/applications/hr/attendances/management.rst:106 -msgid "To add a missing attendance record, navigate to :menuselection:`Attendances app --> Overview`. Click the :guilabel:`New` button in the upper-left corner. In the :guilabel:`Create` pop-up window, enter the following information on the form:" -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:110 -msgid ":guilabel:`Employee`: select the employee the record is being created for. The signed-in user populates this field, by default." -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:112 -msgid ":guilabel:`Check In`: using the calendar modal, select the check in date and time, then click :icon:`fa-check` :guilabel:`Apply`. By default, the current date is selected, and the time is set to `00:00:00`." -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:115 -msgid ":guilabel:`Check Out`: using the calendar modal, select the check out date and time, then click :icon:`fa-check` :guilabel:`Apply`. By default, the following date is selected, and the time is set to `00:00:00`." -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:118 -msgid ":guilabel:`Worked Time`: this field is automatically populated with the difference from the selected :guilabel:`Check In` and :guilabel:`Check Out` times. This field **cannot** be modified." -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:120 -msgid ":guilabel:`Extra Hours`: enter the number of overtime hours, if any, to be approved." -msgstr "" - -#: ../../content/applications/hr/attendances/management.rst:123 -msgid "Once :guilabel:`Extra Hours` are added, they are automatically approved by the system. However, it is possible to manually refuse them, as explained in the :ref:`Approvals and Refusals ` section." +#: ../../content/applications/hr/attendances/management.rst:102 +msgid "In the *Overtime Details* tab, adjust the amount of overtime being converted to time off in the :guilabel:`Extra Hours (encoded)` field, if necessary. Next, click the checkbox in the :guilabel:`Compensable as Time Off` column, indicating the overtime should be converted to time off. Click :icon:`fa-check` :guilabel:`Approve` at the end of the line, and the status changes to :guilabel:`Approved`, and the :guilabel:`Extra Hours` field in the top half of the form updates to reflect the approved overtime." msgstr "" #: ../../content/applications/hr/attendances/management.rst:None -msgid "An Attendances app record form, filled out for Doris Cole for April 23, 2025." +msgid "An attendance record with 2 ours of overtime converted to time off." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:115 +msgid "Create attendance records" +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:117 +msgid "When necessary, users with the required :ref:`access rights ` are able to create attendance records manually in the **Attendances** app. Some situations requiring this is when employees forget to check in and out for shifts, as employees cannot retroactively create attendance records." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:122 +msgid "To add a missing attendance record, navigate to :menuselection:`Attendances app --> Overview --> Dashboard`. Click the :guilabel:`New` button in the upper-left corner to open a *Create* pop-up window. Enter the following information on the form, then click :guilabel:`Save & Close`:" +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:126 +msgid ":guilabel:`Employee`: Select the employee the record is being created for. The signed-in user populates this field, by default." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:128 +msgid ":guilabel:`Check In`: Using the calendar, select the check in date and time, then click :guilabel:`Apply`. By default, the current date is selected, and the time is set to `12:00:AM`." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:130 +msgid ":guilabel:`Check Out`: Using the calendar, select the check out date and time, then click :guilabel:`Apply`. By default, the following date is selected, and the time is set to `12:00:AM`." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:132 +msgid ":guilabel:`Worked Time`: This field is automatically populated with the difference from the selected :guilabel:`Check In` and :guilabel:`Check Out` times. This field **cannot** be modified." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:134 +msgid ":guilabel:`Extra Hours`: This field is *not* modifiable as overtime must be :ref:`approved `. This field displays zero (`00:00`) by default." +msgstr "" + +#: ../../content/applications/hr/attendances/management.rst:None +msgid "An Attendances app record form, filled out for Mike Smith for January 27, 2026." msgstr "" #: ../../content/applications/hr/employees.rst:5 -#: ../../content/applications/hr/employees.rst:64 +#: ../../content/applications/hr/employees.rst:75 #: ../../content/applications/hr/payroll/payroll_localizations/india.rst:91 #: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:67 #: ../../content/applications/hr/payroll/payroll_localizations/mexico.rst:86 @@ -2463,79 +2612,87 @@ msgid "Employees" msgstr "" #: ../../content/applications/hr/employees.rst:7 -msgid "Odoo **Employees** centralizes :doc:`personnel files `, employment :doc:`contracts `, and :doc:`departmental hierarchies ` in one system. Properly configuring its settings ensures the dashboard shows each employee's real-time attendance and work location—data that drives payroll accuracy, capacity planning, and compliance reporting." +msgid "Odoo **Employees** centralizes :doc:`personnel files `, employment :doc:`contracts `, and :doc:`departmental hierarchies ` in one system. In addition, each employee record tracks :doc:`certifications ` and training, earned :doc:`badges `, and all assigned :doc:`equipment `. Customizable :doc:`onboarding ` and :doc:`offboarding ` programs ensure all employees are trained and ready for work, and all required steps are taken when they leave." msgstr "" #: ../../content/applications/hr/employees.rst:15 +msgid "Properly configuring the settings in the **Employees** app ensures the dashboard shows each employee's real-time attendance and work location—data that drives payroll accuracy, capacity planning, and compliance reporting." +msgstr "" + +#: ../../content/applications/hr/employees.rst:21 #: ../../content/applications/hr/employees/new_employee.rst:3 msgid "New employees" msgstr "" -#: ../../content/applications/hr/employees.rst:15 +#: ../../content/applications/hr/employees.rst:21 msgid "Set up new employee records." msgstr "" -#: ../../content/applications/hr/employees.rst:20 +#: ../../content/applications/hr/employees.rst:26 +msgid "Ensure new employees are properly trained and ready to work." +msgstr "" + +#: ../../content/applications/hr/employees.rst:31 #: ../../content/applications/hr/employees/departments.rst:3 msgid "Departments" msgstr "" -#: ../../content/applications/hr/employees.rst:20 +#: ../../content/applications/hr/employees.rst:31 msgid "Create and manage the departments employees are a part of." msgstr "" -#: ../../content/applications/hr/employees.rst:25 +#: ../../content/applications/hr/employees.rst:36 #: ../../content/applications/hr/payroll/contracts.rst:3 #: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:77 #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:52 msgid "Contracts" msgstr "" -#: ../../content/applications/hr/employees.rst:25 +#: ../../content/applications/hr/employees.rst:36 msgid "Manage and create employee contracts." msgstr "" -#: ../../content/applications/hr/employees.rst:30 +#: ../../content/applications/hr/employees.rst:41 #: ../../content/applications/hr/employees/certifications.rst:3 msgid "Certifications" msgstr "" -#: ../../content/applications/hr/employees.rst:30 -msgid "Certify employees as subject matter experts with certifications." +#: ../../content/applications/hr/employees.rst:41 +msgid "Certify employees as subject-matter experts with certifications." msgstr "" -#: ../../content/applications/hr/employees.rst:35 +#: ../../content/applications/hr/employees.rst:46 msgid "Grant badges to employees for performance and achievements." msgstr "" -#: ../../content/applications/hr/employees.rst:40 +#: ../../content/applications/hr/employees.rst:51 #: ../../content/applications/hr/employees/equipment.rst:3 msgid "Equipment" msgstr "" -#: ../../content/applications/hr/employees.rst:40 +#: ../../content/applications/hr/employees.rst:51 msgid "Manage and track employee equipment." msgstr "" -#: ../../content/applications/hr/employees.rst:45 +#: ../../content/applications/hr/employees.rst:56 #: ../../content/applications/hr/employees/offboarding.rst:3 msgid "Offboarding" msgstr "" -#: ../../content/applications/hr/employees.rst:45 +#: ../../content/applications/hr/employees.rst:56 msgid "Take care of employee records when collaboration ends." msgstr "" -#: ../../content/applications/hr/employees.rst:50 +#: ../../content/applications/hr/employees.rst:61 #: ../../content/applications/hr/employees/retention_report.rst:3 msgid "Employee retention report" msgstr "" -#: ../../content/applications/hr/employees.rst:50 -msgid "Gain insight to the retention rate for a company." +#: ../../content/applications/hr/employees.rst:61 +msgid "Gain insight into a company's retention rate." msgstr "" -#: ../../content/applications/hr/employees.rst:58 +#: ../../content/applications/hr/employees.rst:69 #: ../../content/applications/hr/fleet/new_vehicle.rst:16 #: ../../content/applications/hr/lunch.rst:19 #: ../../content/applications/hr/payroll.rst:38 @@ -2543,72 +2700,82 @@ msgstr "" msgid "Settings" msgstr "" -#: ../../content/applications/hr/employees.rst:60 +#: ../../content/applications/hr/employees.rst:71 msgid "To view and configure the available settings, navigate to :menuselection:`Employees app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/hr/employees.rst:66 -msgid ":guilabel:`Presence Display`: select how the employee's availability status is calculated." -msgstr "" - -#: ../../content/applications/hr/employees.rst:68 -msgid ":guilabel:`Based on attendances`: marked available when :ref:`checked into ` the **Attendances** app." -msgstr "" - -#: ../../content/applications/hr/employees.rst:70 -msgid ":guilabel:`Based on user status in system`: marked available when the :doc:`employee logs in to Odoo `." -msgstr "" - -#: ../../content/applications/hr/employees.rst:73 -msgid ":guilabel:`Advanced Presence Control`: when enabled, presence status can be calculated from operational signals rather than check-ins or logins:" -msgstr "" - -#: ../../content/applications/hr/employees.rst:76 -msgid ":guilabel:`Based on number of emails sent`: an employee is marked present if they send at least # emails per hour; otherwise, they are marked absent. Enter the minimum number of emails that must be sent in the :guilabel:`Sent Emails` field." +#: ../../content/applications/hr/employees.rst:77 +msgid ":guilabel:`Presence Display`: Select how the employee's availability status is calculated." msgstr "" #: ../../content/applications/hr/employees.rst:79 -msgid ":guilabel:`Based on IP Address`: an employee is marked present only when connected from one of the specified corporate IP addresses. Enter the IP addresses in the :guilabel:`IP Addresses` field, separating each address with a comma." +msgid ":guilabel:`Based on attendances`: Employees are marked available when :ref:`checked into ` the **Attendances** app." msgstr "" -#: ../../content/applications/hr/employees.rst:83 -msgid ":guilabel:`Skills Management`: enable this option to display the :ref:`resumé tab ` on employee profiles. This allows for the display of :ref:`work experience `, :ref:`skills `, and :doc:`certifications `." +#: ../../content/applications/hr/employees.rst:81 +msgid ":guilabel:`Based on user status in system`: Employees are marked available when they :doc:`log in to Odoo `." msgstr "" -#: ../../content/applications/hr/employees.rst:86 -msgid ":guilabel:`Remote Work`: enable this option to allow for a detailed schedule to appear on the employee form, in the :ref:`Work Information ` tab. When enabled, the specific location can be set for each working day for the employee. The corresponding icon is displayed in the upper-right corner of the employee card, indicating their location by icon, and status by color." +#: ../../content/applications/hr/employees.rst:84 +msgid ":guilabel:`Advanced Presence Control`: When enabled, presence status can be calculated from operational signals rather than check-ins or logins:" msgstr "" -#: ../../content/applications/hr/employees.rst:93 -msgid "A green :icon:`fa-home` :guilabel:`(home)` icon indicates the employee is working from home that day. A :icon:`fa-building` :guilabel:`(building)` icon means the employee is scheduled to work at the office." +#: ../../content/applications/hr/employees.rst:87 +msgid ":guilabel:`Based on number of emails sent`: An employee is marked present if they send at least # emails per hour; otherwise, they are marked absent. Enter the minimum number of emails that must be sent in the :guilabel:`Sent Emails` field." msgstr "" -#: ../../content/applications/hr/employees.rst:97 -msgid "The *color* of the icon indicates the employee's status, with green indicating present, yellow indicating absent, and gray indicating it is outside of the employee's working hours." +#: ../../content/applications/hr/employees.rst:90 +msgid ":guilabel:`Based on IP Address`: An employee is marked present only when connected from one of the specified corporate IP addresses. Enter the IP addresses in the :guilabel:`IP Addresses` field, separating each address with a comma." msgstr "" -#: ../../content/applications/hr/employees.rst:0 -msgid "Two employee Kanban cards displaying their working location and status." +#: ../../content/applications/hr/employees.rst:94 +msgid ":guilabel:`Skills Management`: Enable this option to display the :ref:`resumé tab ` on employee profiles. This allows for the display of :ref:`work experience `, :ref:`skills `, and :doc:`certifications `." msgstr "" -#: ../../content/applications/hr/employees.rst:104 +#: ../../content/applications/hr/employees.rst:100 msgid "Work organization" msgstr "" -#: ../../content/applications/hr/employees.rst:106 -msgid "Using the drop-down menu, select the default :guilabel:`Company Working Hours`. The default options are :guilabel:`Standard 40 hours/week`, :guilabel:`Appointment Resource Default Calendar`, and :guilabel:`Standard 32 hours/week (4 work days, Friday free)`." +#: ../../content/applications/hr/employees.rst:102 +msgid "Using the drop-down menu, select the default :guilabel:`Company Working Hours`. The default options are a :guilabel:`Standard 40 hours/week` or an :guilabel:`Appointment Resource Default Calendar`." msgstr "" -#: ../../content/applications/hr/employees.rst:110 +#: ../../content/applications/hr/employees.rst:105 msgid "The available working hours listed are the same as the configured :doc:`working schedules ` in the **Payroll** app. Working hours can be created and modified from both the **Payroll** and **Employees** apps." msgstr "" -#: ../../content/applications/hr/employees.rst:115 -msgid "Employee update rights" +#: ../../content/applications/hr/employees.rst:110 +#: ../../content/applications/hr/fleet/new_vehicle.rst:230 +msgid "Contract" +msgstr "" + +#: ../../content/applications/hr/employees.rst:112 +msgid "Define the number of days in advance that a manager is notified about an upcoming contract or work permit expiration in the respective :guilabel:`Contract Expiration Notice Period` and :guilabel:`Work Permit Expiration Notice Period` fields." msgstr "" #: ../../content/applications/hr/employees.rst:117 -msgid "Enable the :guilabel:`Employee Editing` option to allow employees to edit their own data on their employee record." +msgid "Salary configurator" +msgstr "" + +#: ../../content/applications/hr/employees.rst:119 +msgid "Define how long an offer remains valid when extending a job offer or changing a salary. Enter the duration, in days, in the :guilabel:`Salary Package Configurator` field." +msgstr "" + +#: ../../content/applications/hr/employees.rst:122 +#: ../../content/applications/hr/employees.rst:135 +msgid "This field only appears if the **Salary Configurator** module is installed." +msgstr "" + +#: ../../content/applications/hr/employees.rst:125 +msgid "Extra time off allocation" +msgstr "" + +#: ../../content/applications/hr/employees.rst:127 +msgid "During salary package negotiations, enable the checkbox in this section if additional time off requests are allowed. When enabled, select the :ref:`Time Off Type ` created for the additional days using the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/employees.rst:131 +msgid "The default available options are :guilabel:`Paid Time Off`, :guilabel:`Compensatory Days`, and :guilabel:`Extra Time Off`. If other time off types are configured in the **Time Off** app, they are available in the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/badges.rst:5 @@ -2880,58 +3047,46 @@ msgid "To make a new department, navigate to :menuselection:`Employees app --> D msgstr "" #: ../../content/applications/hr/employees/departments.rst:16 -msgid ":guilabel:`Department Name`: enter a name for the department." +msgid ":guilabel:`Department Name`: Enter a name for the department." msgstr "" #: ../../content/applications/hr/employees/departments.rst:17 -msgid ":guilabel:`Manager`: using the drop-down menu, select the department manager." +msgid ":guilabel:`Manager`: Select the department manager using the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/departments.rst:18 -msgid ":guilabel:`Parent Department`: if the new department is housed within another department (has a parent department), select the parent department using the drop-down menu." +msgid ":guilabel:`Parent Department`: If the new department is housed within another department (has a parent department), select the parent department using the drop-down menu." msgstr "" #: ../../content/applications/hr/employees/departments.rst:20 -msgid ":guilabel:`Company`: using the drop-down menu, select the company the department is part of. This field only appears in a multi-company database." +msgid ":guilabel:`Company`: Select the company the department is part of using the drop-down menu. This field only appears in a multi-company database." msgstr "" #: ../../content/applications/hr/employees/departments.rst:22 -msgid ":guilabel:`Color`: select a color for the department. Click the colored box to display all the color options. Click on a color to select it." +msgid ":guilabel:`Color`: Select a color for the department. Click the colored box to display all the color options. Click on a color to select it." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:24 -msgid ":guilabel:`Appraisal Templates`: using the drop-down menu, select the appraisal form to be used for all employee appraisals within this department. If a new appraisal is desired, enter the name for the appraisal, then click :guilabel:`Create and edit...` to modify the new appraisal form. This field **only** appears if the **Appraisals** app is installed." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:28 -msgid ":guilabel:`Appraisal Survey`: using the drop-down menu, select the default survey to use for the department when requesting feedback from employees within the department. The default options are :guilabel:`Employee Opinion Form`, :guilabel:`360 Feedback`, and :guilabel:`Employee Appraisal Form`. This field **only** appears if the **Appraisals** app is installed, *and* the *360 Feedback* option is enabled in the settings." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:34 -msgid "After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon to manually save the changes. When saved, a :guilabel:`DEPARTMENT ORGANIZATION` chart appears in the top-right of the department card, illustrating where the department lies in the organization." +#: ../../content/applications/hr/employees/departments.rst:25 +msgid "After the form is completed, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon to manually save the changes. When saved, a :guilabel:`DEPARTMENT ORGANIZATION` chart appears in the right of the department card, illustrating where the department lies in the organization, and how many employees are within each listed department." msgstr "" #: ../../content/applications/hr/employees/departments.rst:None msgid "The department for with all fields filled out." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:42 +#: ../../content/applications/hr/employees/departments.rst:34 msgid "The form auto-saves while data is entered, however the :guilabel:`Department Organization` chart does **not** appear until the form is manually saved. If the form is not saved, the :guilabel:`Department Organization` chart is visible upon opening the department card from the :guilabel:`Departments` dashboard." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:48 -msgid ":doc:`../appraisals`" -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:51 +#: ../../content/applications/hr/employees/departments.rst:40 msgid "Departments dashboard" msgstr "" -#: ../../content/applications/hr/employees/departments.rst:53 +#: ../../content/applications/hr/employees/departments.rst:42 msgid "To view the currently configured departments, navigate to :menuselection:`Employees app --> Departments`. All departments appear in a Kanban view, and are listed in alphabetical order." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:56 +#: ../../content/applications/hr/employees/departments.rst:45 msgid "The default view for the :guilabel:`Departments` dashboard is a :ref:`Kanban view `. It is possible to view the departments in two other forms: a :ref:`list view ` and a :ref:`hierarchy view `." msgstr "" @@ -2939,73 +3094,73 @@ msgstr "" msgid "The departments dashboard view with all the department cards in a Kanban view." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:67 +#: ../../content/applications/hr/employees/departments.rst:56 #: ../../content/applications/hr/fleet/accidents.rst:141 #: ../../content/applications/hr/recruitment.rst:158 msgid "Kanban view" msgstr "" -#: ../../content/applications/hr/employees/departments.rst:69 +#: ../../content/applications/hr/employees/departments.rst:58 msgid "Each department has its own Kanban card on the main :guilabel:`Departments` dashboard. Each department card displays the following information, if available:" msgstr "" -#: ../../content/applications/hr/employees/departments.rst:72 -msgid ":guilabel:`Name`: the name of the department." +#: ../../content/applications/hr/employees/departments.rst:61 +msgid ":guilabel:`Name`: The name of the department." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:73 -msgid ":guilabel:`Manager`: the name and image of the department manager." +#: ../../content/applications/hr/employees/departments.rst:62 +msgid ":guilabel:`Manager`: The name and image of the department manager." +msgstr "" + +#: ../../content/applications/hr/employees/departments.rst:63 +msgid ":guilabel:`Company`: The company the department is part of, including the location icon." +msgstr "" + +#: ../../content/applications/hr/employees/departments.rst:64 +msgid ":guilabel:`Employees`: The number of employees within the department." +msgstr "" + +#: ../../content/applications/hr/employees/departments.rst:65 +msgid ":guilabel:`Appraisals`: The number of appraisals scheduled for employees in the department." +msgstr "" + +#: ../../content/applications/hr/employees/departments.rst:66 +msgid ":guilabel:`Time Off Requests`: The number of unapproved time off requests for employees in the department :ref:`awaiting approval ` . This **only** appears if there are requests to approve." +msgstr "" + +#: ../../content/applications/hr/employees/departments.rst:69 +msgid ":guilabel:`Allocation Requests`: The number of unapproved allocation requests for employees in the department :ref:`awaiting approval `. This **only** appears if there are requests to approve." +msgstr "" + +#: ../../content/applications/hr/employees/departments.rst:72 +msgid ":guilabel:`New Applicants`: The number of :ref:`new applicants ` for a position within the department. This **only** appears if there are new applicants." msgstr "" #: ../../content/applications/hr/employees/departments.rst:74 -msgid ":guilabel:`Company`: the company the department is part of, including the location icon." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:75 -msgid ":guilabel:`Employees`: the number of employees within the department." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:76 -msgid ":guilabel:`Appraisals`: the number of appraisals scheduled for employees in the department." +msgid ":guilabel:`Expenses`: The number of employees in the department with :doc:`open expenses to approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are any expenses waiting for approval." msgstr "" #: ../../content/applications/hr/employees/departments.rst:77 -msgid ":guilabel:`Time Off Requests`: the number of unapproved time off requests for employees in the department :ref:`awaiting approval ` . This **only** appears if there are requests to approve." +msgid ":guilabel:`Absence`: The number of employees with approved time off for the current day." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:80 -msgid ":guilabel:`Allocation Requests`: the number of unapproved allocation requests for employees in the department :ref:`awaiting approval `. This **only** appears if there are requests to approve." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:83 -msgid ":guilabel:`New Applicants`: the number of :ref:`new applicants ` for a position within the department. This **only** appears if there are new applicants." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:85 -msgid ":guilabel:`Expense Reports`: the number of employees in the department with :doc:`open expense reports to approve <../../finance/expenses/approve_expenses>`. This **only** appears if there are any expense reports waiting for approval." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:88 -msgid ":guilabel:`Absence`: the number of employees with approved time off for the current day." -msgstr "" - -#: ../../content/applications/hr/employees/departments.rst:89 +#: ../../content/applications/hr/employees/departments.rst:78 msgid "Color bar: the selected color for the department appears as a vertical bar on the left side of the department card." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:93 -msgid "Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list view of the requests to approve for that department" +#: ../../content/applications/hr/employees/departments.rst:82 +msgid "Click on an alert in a department card, such as :guilabel:`Time Off Requests`, to reveal a list view of the requests to approve for that department." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:99 +#: ../../content/applications/hr/employees/departments.rst:88 msgid "List view" msgstr "" -#: ../../content/applications/hr/employees/departments.rst:101 +#: ../../content/applications/hr/employees/departments.rst:90 msgid "To view the departments in a list view, click the :icon:`fa-align-justify` :guilabel:`(list)` icon in the top-right corner. The departments appear in a list view, which displays the :guilabel:`Department Name`, :guilabel:`Company`, :guilabel:`Manager`, :guilabel:`Employees`, :guilabel:`Parent Department`, and :guilabel:`Color` for each department." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:106 +#: ../../content/applications/hr/employees/departments.rst:95 msgid "The departments are sorted alphabetically by :guilabel:`Department Name`, by default." msgstr "" @@ -3013,23 +3168,23 @@ msgstr "" msgid "The departments presented in a list view." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:114 +#: ../../content/applications/hr/employees/departments.rst:103 msgid "Hierarchy view" msgstr "" -#: ../../content/applications/hr/employees/departments.rst:116 +#: ../../content/applications/hr/employees/departments.rst:105 msgid "To view the departments in a hierarchy view, click the :icon:`fa-share-alt fa-rotate-90` :guilabel:`(Hierarchy)` icon in the top-right corner. The departments appear in an organizational chart format, with the highest-level department at the top (typically `Executive Management`), and all other departments beneath it. All child departments of the first-level child departments are folded." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:122 +#: ../../content/applications/hr/employees/departments.rst:111 msgid "Each department card displays the :guilabel:`Department Name`, the :guilabel:`Manager` (and their profile image), the :guilabel:`Number of Employees` in the department, and the number of any child departments." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:126 +#: ../../content/applications/hr/employees/departments.rst:115 msgid "Click the :guilabel:`Unfold` button on a department card to expand it. Once expanded, the :guilabel:`Unfold` button changes to a :guilabel:`Fold` button. To collapse the department, click the :guilabel:`Fold` button. Only **one** department *per row* can be unfolded at a time." msgstr "" -#: ../../content/applications/hr/employees/departments.rst:130 +#: ../../content/applications/hr/employees/departments.rst:119 msgid "Click anywhere on a department card to open the department form. Click the :guilabel:`(#) Employees` smart button to view a list of all the employees in that department." msgstr "" @@ -3876,19 +4031,19 @@ msgstr "" msgid ":guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:596 +#: ../../content/applications/hr/employees/new_employee.rst:598 msgid "ATTENDANCE/POINT OF SALE" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:598 +#: ../../content/applications/hr/employees/new_employee.rst:600 msgid "This section determines how employees sign in to either the **Attendances** or **Point Of Sale** apps, and only appear if either of these apps is installed." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:601 +#: ../../content/applications/hr/employees/new_employee.rst:603 msgid ":guilabel:`PIN Code`: enter the employee's pin number in this field. This code is used to sign in and out of **Attendances** app kiosks, and a :abbr:`POS (Point Of Sale)` system." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:603 +#: ../../content/applications/hr/employees/new_employee.rst:605 msgid ":guilabel:`Badge ID`: click :guilabel:`Generate` at the end of the :guilabel:`Badge ID` line to create a badge number. Once generated, the badge number populates the :guilabel:`Badge ID` field, and :guilabel:`Generate` changes to :guilabel:`Print Badge`. Click :guilabel:`Print Badge` to create a PDF file of the employee's badge. The badge can be printed and used to log into a :abbr:`POS (point of sale)` system or :ref:`check-in ` on an **Attendances** app kiosk." msgstr "" @@ -4198,11 +4353,6 @@ msgstr "" msgid "Now, only archived employees appear on the dashboard. Click on the desired employee to open their employee form. On this form, click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, then click :guilabel:`Send HR Documents Access Link` from the resulting drop-down menu. The chatter logs that the link was sent." msgstr "" -#: ../../content/applications/hr/employees/onboarding.rst:3 -#: ../../content/applications/hr/referrals.rst:28 -msgid "Onboarding" -msgstr "" - #: ../../content/applications/hr/employees/onboarding.rst:5 msgid "When a new employee is hired, it is important to have an onboarding procedure that can be followed. This ensures that information, equipment, and training are provided to the employee and any other necessary steps for the business are assigned to the correct individuals." msgstr "" @@ -5400,10 +5550,6 @@ msgstr "" msgid ":guilabel:`Deductibility Rates`: Configure the dates and percentages of the vehicle-related costs (fuel, maintenance, depreciation, etc.) that can be deducted from the company's taxable income. The :guilabel:`Start Date` field indicates *when* the deduction begins, and the :guilabel:`Deductibility (%)` field indicates the percentage to be deducted." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:230 -msgid "Contract" -msgstr "" - #: ../../content/applications/hr/fleet/new_vehicle.rst:232 msgid ":guilabel:`First Contract Date`: Select the start date for the vehicle's first contract using the calendar selector. Typically this is the day the vehicle is purchased or leased." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index e4a29e0331..130a730ef9 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -25,7 +25,7 @@ msgid "Barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode.rst:10 -msgid "**Odoo Barcode** allows users to assign barcodes to individual products and product categories, and track inventory movements using those barcodes. By connecting a barcode scanner, certain inventory processes can be triggered by scanning barcodes." +msgid "**Odoo Barcode** allows users to assign barcodes to individual products and product packagings, and track inventory movements using those barcodes. By connecting a barcode scanner, certain inventory processes can be triggered by scanning barcodes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode.rst:15 @@ -79,7 +79,7 @@ msgid "Before performing an inventory count, managers can :ref:`assign Configuration --> Settings`, and scroll to the :guilabel:`Barcode` section. Tick the checkbox next to :guilabel:`Barcode Scanner`, and click :guilabel:`Save` to save any changes. If necessary, click :guilabel:`Confirm` on the pop-up." +msgid "Before an inventory adjustment can be performed with the **Barcode** app, the app has to be installed and configured. Navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll to the :guilabel:`Barcode` section. Select the checkbox next to :guilabel:`Barcode Scanner`, and click :guilabel:`Save` to save any changes. If necessary, click :guilabel:`Confirm` on the pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:58 @@ -175,7 +175,7 @@ msgid "Performing an inventory count" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:79 -msgid "To perform an inventory adjustment, first navigate to the :menuselection:`Barcode app`. If assigned counts exist, tap :guilabel:`Inventory Count` to view pending tasks." +msgid "To perform an inventory adjustment, first navigate to the :menuselection:`Barcode app`. If assigned counts exist, tap :guilabel:`Count Inventory` to view pending tasks." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:None @@ -209,7 +209,7 @@ msgid "In the below inventory adjustment, the source location `WH/Stock/Shelf 1` msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 -msgid "Barcode Inventory Client Action page with inventory adjustment." +msgid "Barcode Physical Inventory page with inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:116 @@ -220,83 +220,95 @@ msgstr "" msgid "The :guilabel:`Count Entire Locations` feature assigns a user to count all the products within a location once they scan the barcode for that location. This allows for easier cycle counts by assigning an entire location to a user by assigning a single product count. During cycle counts, users can ensure accurate inventory numbers, see if products that should be in a location are missing, or discover products incorrectly stored within a location." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:124 -msgid "To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll to the :guilabel:`Barcode` section. Tick the :guilabel:`Count Entire Locations` checkbox, then click :guilabel:`Save`." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:125 +msgid "You can only count entire locations if :guilabel:`Storage Locations` is enabled in the Inventory settings, found at :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 -msgid "This setting is only visible if the :guilabel:`Storage Locations` checkbox is ticked." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:128 +msgid "To perform an inventory count of an entire location, navigate to :menuselection:`Barcode app --> Count Inventory`. Tap the :icon:`fa-cog` :guilabel:`(actions)` icon. Enter or scan a location barcode, and select the :guilabel:`Count Entire Locations` check box. Tap :guilabel:`Apply`. The app then displays all assigned products in that location. :ref:`Proceed with the count ` as normal." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:131 -msgid "To perform an inventory count of an entire location, navigate to :menuselection:`Barcode app --> Inventory Count`. Scan the desired location barcode. The app then displays all assigned products in that location. :ref:`Proceed with the count ` as normal." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:135 msgid "Show quantity to count" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:138 -msgid "When conducting an inventory count, the expected quantity of products is displayed by default, to provide the user with a baseline to use when performing the count. However, as this can result in users relying on this count instead of performing a new count, this quantity can be hidden." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:137 +msgid "When conducting an inventory count, the expected quantity of products is not displayed by default, as displaying expected quantities can result in users relying on this count instead of performing a new count." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:142 -msgid "Navigate to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Barcode` section, clear the :guilabel:`Show Quantity to Count` checkbox, then click :guilabel:`Save`." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "To show the expected quantity, navigate to :menuselection:`Inventory app --> Operations --> Physical Inventory`. Request a count by selecting the check boxes to the left of the products to count, then clicking the :guilabel:`Request a Count` button. The *Inventory Request* window opens." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:None -msgid "An inventory count without the show quantity to count feature enabled." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Specify a user to assign the count to in the :guilabel:`Assign to` field. Specify the date to perform the count in the :guilabel:`Scheduled at` field. Select the :guilabel:`Show Expected Quantity` check box to show the expected quantity on the *Barcode* :guilabel:`Count Inventory` page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 -msgid "Manually add products to an inventory count" +msgid "Warehouse managers have requested a count of all `Cable Management Box` products in inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:152 -msgid "When barcodes for location or products are not available, Odoo **Barcode** can still be used to perform inventory counts." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "An inventory request with the Show Expected Quantity check box selected." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:155 -msgid "To do this, navigate to the :menuselection:`Barcode app --> Inventory Count`." +msgid "When the assigned user opens the :guilabel:`Count Inventory` page in the *Barcode* app, the expected quantity of `90` units of the `Cable Management Box` product is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:157 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "The expected quantity is displayed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:162 +msgid "Manually add products to an inventory count" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:164 +msgid "When barcodes for location or products are not available, Odoo **Barcode** can still be used to perform inventory counts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:167 +msgid "To do this, navigate to :menuselection:`Barcode app --> Count Inventory`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:169 msgid "To manually add products to this adjustment, click the white :guilabel:`Add Product` button at the bottom of the screen." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:160 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:172 msgid "This navigates to a new, blank page where the desired product, quantity, and source location must be chosen." msgstr "" +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:175 +msgid "First, click the :guilabel:`Product` line, and choose the product whose stock count should be adjusted. Then, manually enter the quantity of that product, either by changing the `1` in the :guilabel:`Quantity` line, or by clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract quantity of the product. The number pad can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:180 +msgid "Below the number pad is the :guilabel:`Location` line, which should read `WH/Stock` by default. Click this line to reveal a list of locations to choose from, and choose the location for this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:184 +msgid "Click :guilabel:`Confirm` to confirm the changes." +msgstr "" + #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:None msgid "Keypad to add products on Barcode Inventory Client Action page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:166 -msgid "First, click the :guilabel:`Product` line, and choose the product whose stock count should be adjusted. Then, manually enter the quantity of that product, either by changing the `1` in the :guilabel:`Quantity` line, or by clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract quantity of the product. The number pad can be used to add quantity, as well." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:171 -msgid "Below the number pad is the :guilabel:`location` line, which should read `WH/Stock` by default. Click this line to reveal a drop-down menu of locations to choose from, and choose the :guilabel:`source location` for this inventory adjustment." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:175 -msgid "Click :guilabel:`Confirm` to confirm the changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:178 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:190 msgid "Finalizing an inventory count" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:180 -msgid "After counting all of the products, review the entries to ensure all the counted quantities are accurately entered. To complete the inventory adjustment, click :guilabel:`Apply`." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:192 +msgid "After counting all of the products, review the entries to ensure all the counted quantities are accurately entered. To complete the inventory adjustment, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:184 -msgid "The :guilabel:`Validate` barcode can be scanned in place of clicking the :guilabel:`Apply` button." +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:196 +msgid "The :guilabel:`Validate` barcode can be scanned in place of clicking the :guilabel:`Confirm` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:187 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:199 msgid "Odoo then navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner appears in the top-right corner, confirming the inventory count has been updated." msgstr "" @@ -2737,7 +2749,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:152 #: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:71 -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:85 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:87 msgid "Operations" msgstr "" @@ -4555,7 +4567,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:303 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:102 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:159 msgid "Packages" msgstr "" @@ -6372,7 +6384,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:114 msgid ":doc:`../../shipping_receiving/removal_strategies`" msgstr "" @@ -10063,7 +10075,7 @@ msgid "For companies with warehouses, *removal strategies* determine **which** p msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:12 -msgid "The following columns in the table below list the removal strategies available in Odoo, and detail how pickings are determined along with the picking order. Leverage these removal strategies to have Odoo automatically select how products are selected for orders:" +msgid "The following columns in the table below list the removal strategies available in Odoo, and detail how pickings are determined and the picking order. Leverage these removal strategies to have Odoo automatically select how products are selected for orders:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:21 @@ -10132,130 +10144,134 @@ msgid "Quantity closest to fulfilling demand" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:39 -msgid "For comprehensive examples for how to use each removal strategy, refer to each individual documentation page." +msgid "For comprehensive examples of how to use each removal strategy, refer to each individual documentation page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:47 -msgid "Removal strategies are set on either the product category or storage location." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:43 +msgid "FIFO is the default removal strategy. When a removal strategy is not set for the location or the product category, FIFO is used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:51 +msgid "Removal strategies are set at either the product category or the storage location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:None -msgid "Change the Force Removal Strategy for either the Product Categories or Locations." +msgid "Change the Force Removal Strategy for either the product categories or locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:56 msgid "Configure removal strategies on the location by going to :menuselection:`Inventory --> Configuration --> Locations`, and selecting the desired location. On the location form, choose a removal strategy from the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:61 msgid "To set a removal strategy on a location, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` settings **must** be enabled in :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:62 -msgid "These features are **only** necessary when setting the removal strategy on a location." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:65 +msgid "These features are **only** necessary when setting the removal strategy for a location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:64 -msgid "Configure removal strategies on product categories by going to :menuselection:`Inventory --> Configuration --> Product Categories` and selecting the intended product category. Next, choose a removal strategy from the :guilabel:`Force Removal Strategy` drop-down menu options." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:67 +msgid "Configure removal strategies on product categories by going to :menuselection:`Inventory --> Configuration --> Categories`, then selecting the intended product category. Next, choose a removal strategy from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:69 -msgid "When there are different removal strategies applied on both the location and product category for a product, the value set on the :guilabel:`Force Removal Strategy` field set on a :guilabel:`Product Category` form is applied as top priority." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:72 +msgid "When different removal strategies are applied to both the location and product category for a product, the value set in the :guilabel:`Force Removal Strategy` field on the category form takes priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:97 msgid "Required features" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:79 msgid "While some removal strategies are available by default, some additional features **must** be enabled in :menuselection:`Inventory --> Configuration --> Settings` for the removal strategy option to appear in the drop-down menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:84 msgid "Refer to the table below for a summary of required features. Otherwise, refer to the dedicated sections for the removal strategy for more details on requirements and usage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:92 msgid "FIFO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:93 msgid "LIFO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:94 msgid "FEFO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:95 msgid "Closest Location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:96 msgid "Least Packages" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:95 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:99 msgid "Lots & Serial Numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:100 msgid "Lots & Serial Numbers, Expiration Date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:101 msgid "Storage Locations, Multi-Step Routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:107 msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:106 -msgid "Lots and serial numbers differentiate identical products and track information like arrival or expiration dates. To enable this feature, navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots & Serial Numbers` to enable the feature." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:109 +msgid "Lots and serial numbers differentiate identical products and track information like arrival or expiration dates. To enable this feature, navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under the *Traceability* heading, check the box beside :guilabel:`Lots & Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:None msgid "Enable lots and serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:117 msgid "Next, ensure the intended product is tracked by lots or serial numbers by navigating to the product form through :menuselection:`Inventory --> Products --> Products`, and selecting the desired product. On the product form, switch to the :guilabel:`Inventory` tab, and under the :guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial Number` or :guilabel:`By Lots` options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:123 msgid "After enabling the features, assign lot or serial numbers to products using an :doc:`inventory adjustment <../warehouses_storage/inventory_management/count_products>` or during :ref:`product reception `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:128 msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:128 -msgid "**Storage locations** and **multi-step routes** are necessary features for setting **all** types of removal strategies on a location. However, these features are specifically required for the closest location removal strategy since it is only applied at the location level." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:130 +msgid "**Storage locations** and **multi-step routes** are necessary features for setting **all** types of removal strategies on a location. However, these features are specifically required for the closest location removal strategy, as it is applied at the location level." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:132 -msgid "To activate these features, navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` features." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:134 +msgid "To activate these features, navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under the *Warehouse* heading, enable the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:None msgid "Enable the locations and route features." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:144 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:166 msgid "Expiration date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:145 -msgid "Enable the **expiration date** feature to track expiration dates, best before dates, removal dates, and alert dates on a lot or serial number by navigating to :menuselection:`Inventory --> Configuration --> Settings`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:146 +msgid "Enable the **expiration date** feature to track expiration dates, best-before dates, removal dates, and alert dates on a lot or serial number by navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:149 -msgid "Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & Serial Numbers` feature is selected, and then select the check box for :guilabel:`Expiration Dates` to enable the feature." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:150 +msgid "Under the *Traceability* heading, ensure the :guilabel:`Lots & Serial Numbers` feature is selected, and then select the check box for :guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:None @@ -10274,15 +10290,15 @@ msgstr "" msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:171 msgid ":doc:`Packages <../product_management/configure/package>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:172 msgid ":doc:`2-step delivery `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:173 msgid ":doc:`3-step delivery `" msgstr "" @@ -16849,11 +16865,11 @@ msgstr "" msgid "A *location* is a specific space within a warehouse. This can be a shelf, room, aisle, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:12 msgid "To create specific storage locations, enable the *Storage Locations* feature by going to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouses` section, tick the :guilabel:`Storage Locations` checkbox. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:17 msgid "Typically, the :guilabel:`Storage Locations` feature is used with :doc:`Multi-Step Routes <../../shipping_receiving/daily_operations/use_routes>`, which controls how products move between locations." msgstr "" @@ -16861,11 +16877,11 @@ msgstr "" msgid "Show Storage Locations feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:25 msgid "Create new location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:27 msgid "After enabling *Storage Locations*, go to :menuselection:`Inventory app --> Configuration --> Locations`." msgstr "" @@ -16873,47 +16889,47 @@ msgstr "" msgid "List of internal locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:33 msgid "On this page, click :guilabel:`New`. The new location form can then be configured as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:35 msgid ":guilabel:`Location Name`: recognizable name of the location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:34 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:36 msgid ":guilabel:`Parent Location`: the location within which the new location exists. After the location is created, it is listed on the :guilabel:`Locations` page using a *location hierarchy*, to describe how a specific location fits within larger areas of the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:41 msgid "In `WH/Stock/Zone A/Refrigerator 1`, `Refrigerator 1` is the location name, `Zone A` is the parent location, and everything before it is the path showing where this spot is within the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 msgid "Additional Information section" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "In addition to the required fields above, configure the following location fields to ensure the location serves its intended purpose in the database:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:51 msgid ":guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor`, :guilabel:`Virtual`, :guilabel:`Internal`, :guilabel:`Customer`, :guilabel:`Inventory Loss`, :guilabel:`Production`, or :guilabel:`Transit` to categorize the location. For details on each location type, refer to the :ref:`Location Types section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid ":guilabel:`Storage Category`: only available with the :doc:`Storage Categories <../../shipping_receiving/daily_operations/storage_category>` feature enabled in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid ":guilabel:`Company`: the company the location belongs to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:60 msgid ":guilabel:`Barcode`: used with the *Barcode* app, enter the barcode to :ref:`identify actions ` at this location when scanned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:62 msgid ":guilabel:`Replenishments`: used for :doc:`configuring routes <../../shipping_receiving/daily_operations/use_routes>`, tick this checkbox to set the location as a destination for receiving products from *Buy*, *Manufacture*, or other procurement routes, ensuring products are correctly supplied to the warehouse." msgstr "" @@ -16921,7 +16937,7 @@ msgstr "" msgid "Additional Information section of new location creation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:70 msgid "In the :guilabel:`Cyclic Counting` section, change the value in the :guilabel:`Inventory Frequency` field from the default `0`, if necessary." msgstr "" @@ -16929,31 +16945,31 @@ msgstr "" msgid "Cyclic Counting section of new location creation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:76 msgid "When different than `0`, the inventory count dates for products stored at this location are automatically set at the defined frequency." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:79 msgid "In the :guilabel:`Logistics` section, in the :guilabel:`Removal Strategy` field, click the drop-down menu and select the :doc:`removal strategy <../../shipping_receiving/removal_strategies>` for how items should be removed from this location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:86 msgid "Cyclic Counting section" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:88 msgid "To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency` field to the desired interval. By default, it is set to `0` (no scheduled counts)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:91 msgid "For example, setting this field to `30` schedules a count every thirty days. For more specifics on setting up and using this feature, refer to the :doc:`Cycle Counts documentation `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:94 msgid "The :guilabel:`Last Inventory` field displays the date the last inventory count at this location occurred. When scheduled inventory counts are enabled, the :guilabel:`Next Expected` field displays the date of the next inventory count." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:99 msgid "With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Inventory` count occurring on November 13, the :guilabel:`Next Expected` is December 13." msgstr "" @@ -16961,27 +16977,27 @@ msgstr "" msgid "Show Cyclic Count section of the locations form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:106 msgid "Logistics section" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:108 msgid "In the :guilabel:`Logistics` section of the locations form, optionally select a :guilabel:`Removal Strategy` to determine the order and priority of how products are picked from inventory. The options are: :guilabel:`First In First Out (FIFO)`, :guilabel:`Last In First Out (LIFO)`, :guilabel:`Closest Location`, :guilabel:`Least Packages`, and :guilabel:`First Expiry First Out (FEFO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:117 msgid "Current stock at location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:119 msgid "To view the current stock at a single location, go to :menuselection:`Inventory app --> Configuration --> Locations`, and select the desired location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:122 msgid "Next, click the :guilabel:`Products` smart button to get a list of all products at the location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:125 msgid "A list of current stock at `Shelf 2` consists of `90` cable management boxes." msgstr "" @@ -20974,115 +20990,115 @@ msgstr "" msgid "To use, manufacture, and sell kits, both the :guilabel:`Manufacturing` and :guilabel:`Inventory` apps need to be installed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:16 msgid "Create the kit as a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:16 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:18 msgid "To use a kit as a sellable product, or as a component organization tool, the kit should first be created as a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:19 -msgid "To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and then click :guilabel:`New`." +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:21 +msgid "To create a kit product, go to :menuselection:`Manufacturing app --> Products --> Products`, and then click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:24 msgid "Then, assign a name to the new kit product. Next, set the kit's product type depending on inventory tracking needs and accounting requirements. To do this, under the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to :guilabel:`Goods` and either check the box next :guilabel:`Track Inventory` if inventory tracking is required, or leave it unchecked if inventory tracking for the kit is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:29 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:31 msgid "Learn more about :doc:`tracked versus untracked products <../../inventory/product_management/configure/type>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:32 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:34 msgid "The kit's components must also be configured as products via :menuselection:`Inventory app --> Products --> Products`. These components require no specific configuration." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:38 msgid "Untracked kit inventory setup details" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:40 msgid "Consider leaving tracking for the kit's inventory untracked when the kit is used in other manufacturing processes or when tracking inventory for the kit itself is not needed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:43 msgid "**Recommended for Continental Accounting**: If costs are expensed immediately upon purchase, then leaving the kit's inventory as untracked is recommended." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:43 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:45 msgid "**Replenishment via Components**: Inventory count is managed at the component level, so reordering rules must be set to individual components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:45 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:47 msgid "**Selling & Stock Constraints**: Kits cannot be sold if any required component is out of stock. Since availability depends on individual components, a sales order may appear valid, but delivery can be delayed if components are unavailable." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:52 msgid "Tracked kit inventory setup details" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:54 msgid "Consider turning on tracking for the kit's inventory when the kit is a tangible product or warehouse and inventory tracking is essential." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:55 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:57 msgid "**Recommended for Angle-Saxon Accounting**: If the Cost of Goods Sold (COGS) needs to be recorded in journals, then tracking the kit's inventory is recommended." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:59 msgid "**Component Purchase Constraints**: Only the kit's minimum required components can be added to an **eCommerce** cart unless the option to :doc:`continue selling<../../../websites/ecommerce/products>` is disabled." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:60 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:62 msgid "**No Kit Serial Numbers**: Serial number tracking does not track the kit, only its shipped components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:64 msgid "**Reordering Rule Recommendation**: Reordering rules should be set at the component-level." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:65 msgid "**Stock Replenishment Recommendation**: Stock replenishment should also be done at the component-level." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:69 msgid "Kit setup similarities" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:71 msgid "Regardless of which setup is used, there are some similarities between the two options." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:71 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:73 msgid "**No Kit-Level Stock Adjustments**: Stock adjustments cannot be handled at the kit-level." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:74 msgid "**Kit Value Does Not Change**: The stock's value is the same whether the kit's is tracked." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:73 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:75 msgid "**Kit Internal Transfers**: An internal transfer for the kit breaks it into components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:80 msgid "Set up the kit BoM" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:82 msgid "After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)` can be created for the kit product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:81 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:85 msgid "To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and then click :guilabel:`New`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and then select the previously configured kit product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:85 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:89 msgid "Then, for the :guilabel:`BoM Type` field, click the :guilabel:`Kit` option. Finally, under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and specify their quantities under the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:93 msgid "Once ready, click :guilabel:`Save` to save the newly created :abbr:`BoM (bill of materials)`." msgstr "" @@ -21090,27 +21106,27 @@ msgstr "" msgid "Kit selection on the bill of materials." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:94 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:98 msgid "If the kit is solely being used as a sellable product, then only components need to be added under the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:102 msgid "When a kit is sold as a product, it appears as a single line item on the quotation and sales order. However, on delivery orders, each component of the kit is listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:106 msgid "Use kits to manage complex BoMs" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:104 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:108 msgid "Kits can also be used for complex :abbr:`BoMs (Bills of Materials)`. This method nests BoMs within other BoMs, organizing complex products while simplifying manufacturing by defining each procurement and production step separately." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:108 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:112 msgid "Sublevel BoMs (subassemblies or semi-finished products) streamline these workflows, helping with traceability efforts." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:112 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:116 msgid ":doc:`sub_assemblies`" msgstr "" @@ -22021,47 +22037,47 @@ msgstr "" msgid "A *bill of materials* (or *BoM* for short) documents specific components, along with their respective quantities, that are needed to produce or repair a product. In Odoo, |BoMs| serve as blueprints for manufactured goods and kits, and often include production operations and step-by-step guidelines, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:17 msgid "BoM setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:17 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:19 msgid "To create a |BOM|, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:20 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:22 msgid "Next, set the :guilabel:`BoM Type` to :guilabel:`Manufacture this Product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:24 msgid "Then, specify :ref:`required components ` and, if necessary, define any :ref:`manufacturing operations `." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:28 msgid "Individual |BOMs| can also be quickly accessed or created by clicking the :guilabel:`Bill of Materials` smart button on any product form, as accessible through the *Sales*, *Inventory*, and *Manufacturing* apps, as well as through any internal links where a product is referenced (such as in a field or a line item)." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:37 msgid "Show BoM for a product, with components listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:37 msgid "BoM for `Drawer`, displaying the **Components** tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:40 msgid ":doc:`../advanced_configuration/kit_shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:41 msgid ":doc:`../subcontracting/subcontracting_basic`" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:46 msgid "Components" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:48 msgid "In the :guilabel:`Components` tab of a |BOM|, specify components used to manufacture the product by clicking :guilabel:`Add a line`. From the :guilabel:`Components` drop-down menu, select from existing products or create a new product by typing the name and selecting either the :guilabel:`Create \" \"` option to quickly add the line item, or the :guilabel:`Create and edit...` option to add the component and continue to its configuration form." msgstr "" @@ -22069,19 +22085,19 @@ msgstr "" msgid "Add a component by selecting it from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:56 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:58 msgid "Optionally, access additional fields by clicking the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon to the far-right of the :guilabel:`Components` tab. Tick the checkboxes for the following features to enable these columns:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:60 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:62 msgid ":guilabel:`Apply on Variants`: specify which :doc:`product variant <../advanced_configuration/product_variants>` each component is used in. When the field is left blank, the component is used in all product variants." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:66 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:68 msgid ":guilabel:`Consumed in Operation`: specify the operation using the component. Useful for determining :ref:`manufacturing readiness `." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:68 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:70 msgid ":guilabel:`Manual Consumption`: tick the checkbox to force operators to check the :guilabel:`Consumed` checkbox on a manufacturing order (MO)." msgstr "" @@ -22089,7 +22105,7 @@ msgstr "" msgid "Show a manufacturing order, highlighting the *Consumed* field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:75 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:77 msgid "Not doing so triggers the :guilabel:`Consumption Warning` error message, where the consumed component quantity must be manually inputted. Otherwise, the operation cannot be completed." msgstr "" @@ -22097,11 +22113,11 @@ msgstr "" msgid "Show the consumption warning error message." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:89 msgid "Add an *operation* to a |BOM| to specify instructions for production and register time spent on an operation. To use this feature, first enable the *Work Orders* feature by going to :menuselection:`Manufacturing app --> Configuration --> Settings`. In the :guilabel:`Operations` section, tick the :guilabel:`Work Orders` checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:93 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:95 msgid ":doc:`../advanced_configuration/work_order_dependencies`" msgstr "" @@ -22109,51 +22125,51 @@ msgstr "" msgid "\"Work Orders\" feature in the Settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:99 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:101 msgid "Next, navigate to the |BOM| by going to :menuselection:`Manufacturing app --> Products --> Bill of Materials` and selecting the desired |BOM|. To add a new operation, go to the :guilabel:`Operations` tab, and click :guilabel:`Add a line`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:103 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:105 msgid "Doing so opens the :guilabel:`Create Operations` pop-up window, where the various fields of the operation are configured:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:106 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:108 msgid ":guilabel:`Operation`: name of the operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:109 msgid ":guilabel:`Work Center`: select existing locations to perform the operation, or create a new work center by typing the name and selecting the :guilabel:`Create \" \"` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:109 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:111 msgid ":guilabel:`Apply on Variants`: specify if this operation is only available for certain product variants. If the operation applies to all product variants, leave this field blank." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:113 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:115 msgid ":doc:`Configuring BoMs for product variants <../advanced_configuration/product_variants>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:115 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:117 msgid ":guilabel:`Duration Computation`: choose how time spent on the operation is tracked. Opt for :guilabel:`Compute based on tracked time` to use the operation's time tracker or :guilabel:`Set duration manually` if operators can record and modify time themselves." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:119 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:121 msgid "Choosing the :guilabel:`Compute based on tracked time` option enables the :guilabel:`Based on last __ work orders` option, which automatically estimates the time to complete this operation based on the last few operations. Choosing :guilabel:`Set duration manually` enables the :guilabel:`Default Duration` field instead." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:123 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:125 msgid ":guilabel:`Default Duration`: estimated amount of time to complete the operation; used for `planning manufacturing orders `_ and determining `work center availability `_." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:128 msgid ":guilabel:`Company`: specify the company the |BOM| is available in." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:128 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:130 msgid "Include operation details in the :guilabel:`Work Sheet` tab. Choose :guilabel:`PDF` to attach a file or :guilabel:`Google Slide` with *public* access to share a link. Select :guilabel:`Text` to type instructions in the :guilabel:`Description` text field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:135 msgid "Type `/` for a list of formatting options and features, including ChatGPT." msgstr "" @@ -22165,15 +22181,15 @@ msgstr "" msgid "Fill out the Create Operations pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:143 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:145 msgid "Finally, click :guilabel:`Save \\& Close` to close the pop-up window. To add more operations, click :guilabel:`Save & New` and repeat the same steps above to configure another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:147 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:149 msgid "Each operation is unique, as it is always exclusively linked to one |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:150 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:152 msgid "After creating an operation, click the :guilabel:`Copy Existing Operations` button to choose an operation to duplicate." msgstr "" @@ -22181,15 +22197,15 @@ msgstr "" msgid "Show Operation tab, highlighting the \"Copy Existing Operations\" field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:158 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:160 msgid "Instructions" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:161 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:163 msgid "To add detailed instructions to operations, the *Quality* app must be installed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:163 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:165 msgid "Add specific instructions to an existing operation by clicking the operation's :icon:`fa-list-ul` :guilabel:`(list)` icon in the :guilabel:`Instructions` column. The number in the :guilabel:`Instructions` column shows the number of existing detailed instructions there are for the operation." msgstr "" @@ -22197,11 +22213,11 @@ msgstr "" msgid "Show the Instructions column, and list icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:172 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:174 msgid "On the :guilabel:`Steps` dashboard, click :guilabel:`New` to open a blank quality control point form where the new manufacturing step can be created. Here, give the specific instruction a :guilabel:`Title` and set the :guilabel:`Type` to :guilabel:`Instructions`. In the :guilabel:`Instructions` tab of the form, write out the directions for the step in the operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:178 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:180 msgid "Further customizations can be made here on this form, beyond ordinary instructions, to also include specific types of quality control points that carry specific (or complex) conditions. For more details about quality control points refer the :doc:`Instruction check <../../quality/quality_check_types/instructions_check>` documentation." msgstr "" @@ -22209,19 +22225,19 @@ msgstr "" msgid "Show the page to add a quality check." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:188 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:190 msgid "Miscellaneous" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:190 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:192 msgid "The :guilabel:`Miscellaneous` tab contains more |BoM| configurations to customize procurement, calculate costs, and define how components are consumed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:195 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:197 msgid ":guilabel:`Manufacturing Readiness`: choosing :guilabel:`When components for the 1st operation are available` shows the :guilabel:`Component Status` as a **green** :guilabel:`Not Available`, when only the components that are consumed in the first operation are in stock. This indicates that although not all components are available, operators can at least begin with the first operation. Choosing :guilabel:`When all components are available` displays a **red** :guilabel:`Not Available` component status unless all components are in available." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:203 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:205 msgid "Specify which operation consumes each component on the |BoM| in the :ref:`Manual Consumption field `." msgstr "" @@ -22229,35 +22245,35 @@ msgstr "" msgid "Show the *Component Status* field on the manufacturing order dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:210 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:212 msgid ":guilabel:`Version`: displays the current |BoM| version, visible with the Odoo *PLM* app installed for managing |BoM| changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:212 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:214 msgid ":guilabel:`Flexible Consumption`: specifies if components used can deviate from the quantity defined on the |BoM|. Choose :guilabel:`Blocked` if operators **must** adhere strictly to the |BoM| quantity. Otherwise, choose :guilabel:`Allowed` or :guilabel:`Allowed with Warning`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:215 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:217 msgid ":guilabel:`Routing`: select the preferred warehouse's manufacturing operation type for products produced in multiple warehouses. If left blank, this warehouse's `Manufacturing` operation type is used by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:218 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:220 msgid ":guilabel:`Analytic Distribution`: select pre-created :doc:`analytic distribution models <../../../finance/accounting/reporting/analytic_accounting>` from the list to automatically record the cost of manufacturing products in the chosen journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:221 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:223 msgid ":guilabel:`Manuf Lead Time`: define the number of days needed to complete a |MO| from the date of confirmation." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:223 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:225 msgid ":guilabel:`Days to prepare Manufacturing Order`: number of days needed to replenish components, or manufacture sub-assemblies of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:227 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:229 msgid ":doc:`Analytic distribution <../../../finance/accounting/reporting/analytic_accounting>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:228 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:230 msgid ":doc:`Lead times <../../inventory/warehouses_storage/replenishment/lead_times>`" msgstr "" @@ -22265,15 +22281,15 @@ msgstr "" msgid "Show the *Miscellaneous* tab of the BoM." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:235 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:237 msgid "Add by-products to BoMs" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:237 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:239 msgid "A *by-product* is a residual product that is created during production in addition to the main product of a |BOM|. Unlike the primary product, there can be more than one by-product on a |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:240 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:242 msgid "To add by-products to a |BOM|, first enable the *By-Products* feature in :menuselection:`Manufacturing app --> Configuration --> Settings`. In the :guilabel:`Operations` section, tick the checkbox for :guilabel:`By-Products` to enable the feature." msgstr "" @@ -22281,11 +22297,11 @@ msgstr "" msgid "\"By Products\" feature in the settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:248 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:250 msgid "Once the feature is enabled, add by-products to a |BOM| by clicking the :guilabel:`By-products` tab. Click :guilabel:`Add a line`, and fill in the :guilabel:`By-product`, :guilabel:`Quantity`, and :guilabel:`Unit of Measure`. Optionally, specify a :guilabel:`Produced in Operation` for the by-product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:254 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:256 msgid "The by-product, `Mush`, is created in the `Grind grapes` operation when producing `Red Wine`." msgstr "" @@ -22658,64 +22674,64 @@ msgstr "" msgid "Products must be properly configured before they can be manufactured in Odoo. For details on how to do so, see the documentation on how to :ref:`configure a product for manufacturing `." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:38 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:35 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:36 msgid "Create manufacturing order" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:40 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:37 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:38 msgid "To manufacture a product in Odoo *Manufacturing*, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then click :guilabel:`New` to create a new |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:42 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:44 msgid "On the new |MO|, select the product to be produced from the :guilabel:`Product` drop-down menu. The :guilabel:`Bill of Material` field auto-populates with the associated bill of materials (BoM)." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:45 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:47 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:44 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:45 msgid "If a product has more than one |BOM| configured for it, the specific |BOM| can be selected in the :guilabel:`Bill of Material` field, and the :guilabel:`Product` field auto-populates with the associated product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:51 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:48 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:49 msgid "After a |BOM| has been selected, the :guilabel:`Components` and :guilabel:`Work Orders` tabs auto-populate with the components and operations specified on the |BOM|. If additional components or operations are required for the |MO| being configured, add them to the :guilabel:`Components` and :guilabel:`Work Orders` tabs by clicking :guilabel:`Add a line`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:54 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:56 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:53 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:54 msgid "Finally, click :guilabel:`Confirm` to confirm the |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:59 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:80 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:77 msgid "Process manufacturing order" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:61 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:82 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:79 msgid "An |MO| is processed by completing all of the work orders listed under its :guilabel:`Work Orders` tab. This can be done on the |MO| itself, or from the work order tablet view." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:65 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:86 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:83 msgid "Basic workflow" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:67 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:85 msgid "To complete work orders from the |MO| itself, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:68 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:70 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:91 msgid "On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins on the first work order that needs to be completed, click the :guilabel:`Start` button for that work order. Odoo *Manufacturing* then starts a timer that keeps track of how long the work order takes to complete." msgstr "" @@ -22724,7 +22740,7 @@ msgstr "" msgid "The Start button for an operation on a manufacturing order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:78 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:99 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:96 msgid "When the work order is completed, click the :guilabel:`Done` button for that work order. Repeat the same process for each work order listed on the :guilabel:`Work Orders` tab." @@ -22734,31 +22750,31 @@ msgstr "" msgid "The Done button for an operation on a manufacturing order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:83 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:85 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:103 msgid "After completing all of the work orders, click :guilabel:`Produce All` at the top of the screen to mark the |MO| as :guilabel:`Done`, and register the manufactured product(s) into inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:89 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:110 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:107 msgid "Shop Floor workflow" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:91 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:112 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:109 msgid "To complete the work orders for an |MO| using the *Shop Floor* module, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then select an |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:92 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:94 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:115 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:112 msgid "On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the :guilabel:`↗️ (square with arrow coming out of it)` button on the line of the first work order to be processed. Doing so opens a :guilabel:`Work Orders` pop-up window, with details and processing options for the work order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:97 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:99 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:120 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:117 msgid "On the pop-up window, select the :guilabel:`Open Shop Floor` button at the top-left of the window to open the *Shop Floor* module." @@ -22770,7 +22786,7 @@ msgstr "" msgid "The Open Shop Floor button for a work order on a manufacturing order." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:104 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:127 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:124 msgid "When accessed directly from a specific work order within an |MO|, *Shop Floor* defaults to the page for the work center where the work order is configured to be carried out. The page shows a card for the work order that displays the |MO| number, the product and number of units to be produced, and the steps required to complete the work order." @@ -22782,60 +22798,60 @@ msgstr "" msgid "A work order card on a work center page in the Shop Floor module." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:113 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:115 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:133 msgid "A work order is processed by completing each step listed on its card. This can be done by clicking on a step and following the instructions listed on the pop-up window that appears. Once the step is completed, click :guilabel:`Next` to move on to the next step, if any are required." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:117 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:119 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:140 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:137 msgid "Alternatively, work order steps can be completed by clicking the checkbox that appears on the right side of the step's line on the work order card. When using this method, the step is automatically marked as completed, without a pop-up window appearing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:121 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:123 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:144 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:141 msgid "The final step on a work order card is titled *Register Production*. This step is used to register the number of product units that were produced. If the number produced is equal to the number that the |MO| was created for, click the :guilabel:`# Units` button on the right side of the line to automatically register that number as the quantity produced." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:128 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:149 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:146 msgid "If a different number must be entered, click the :guilabel:`Register Production` step to open a pop-up window. Enter the number of units produced in the :guilabel:`Units` field, and then click :guilabel:`Validate` to register that number." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:131 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:133 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:154 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:151 msgid "The *Register Production* step appears on every work order card. It must be completed for the first work order that is processed. After doing so, the step appears as already completed for each remaining work order in the |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:135 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:137 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:158 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:155 msgid "After completing all of the steps for a work order, a button appears on the footer of the work order card. If any other work orders must be completed before the |MO| can be closed, the button is titled :guilabel:`Mark as Done`. If there are no additional work orders to complete, the button is titled :guilabel:`Close Production`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:140 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:142 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:163 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:160 msgid "Clicking :guilabel:`Mark as Done` causes the work order card to fade away. Once it disappears completely, the work order's status is marked as *Finished* on the |MO|, and the next work order appears in the *Shop Floor* module, on the page of the work center where it is configured to be carried out. Any additional work orders can be processed using the instructions detailed in this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:146 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:148 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:169 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:166 msgid "Clicking :guilabel:`Close Production` causes the work order card to fade away. Once it disappears, the |MO| is marked as *Done*, and the units of the product that were produced are entered into inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:150 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:152 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:173 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:170 msgid "After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, each button is replaced by an :guilabel:`Undo` button. Click the :guilabel:`Undo` button before the work order card fades away to keep the work order open." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:155 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:157 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:178 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:175 msgid "This section details the basic workflow for processing an |MO| in the *Shop Floor* module. For a more in-depth explanation of the module and all of its features, please see the :ref:`Shop Floor overview ` documentation." diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index c907b07db7..a345f09323 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1033,6 +1033,78 @@ msgstr "" msgid "No constraints were enforced at the tool level." msgstr "" +#: ../../content/applications/productivity/ai/voice.rst:3 +msgid "AI voice transcription" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:7 +msgid "Odoo |AI| can transcribe spoken audio into text and generate summaries from that transcript. This feature supports both meeting recordings and real-time dictation, making it easier to capture notes, decisions, and action items without manual typing." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:11 +msgid "Voice transcription converts spoken audio into a written transcript. Once a transcript is available, Odoo |AI| can generate a summary that highlights key information, such as:" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:14 +msgid "key discussion points" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:15 +msgid "decisions" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:16 +msgid "action items" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:17 +msgid "next steps" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:19 +msgid "Transcription and summarization can be used for meetings, calls, quick dictations, and internal notes." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:23 +msgid "Voice transcripts can be created in the *Description* and *Notes* fields of most records, as well as in **Knowledge** articles." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:0 +msgid "The powerbox in the description tab of a task in the Projects app." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:29 +msgid "Voice transcription works by temporarily recording audio during the session, replaying it for transcription, and generating a written transcript and summary. Once the transcription process is complete, the audio recording is automatically discarded. The recorded audio is not stored, replayable, or accessible from the database." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:35 +msgid "Transcribe a meeting" +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:37 +msgid "To create a voice transcript, type `/` to open the :ref:`powerbox `. Select :guilabel:`Voice Transcript` from the drop-down list. This creates a new text block. Click :icon:`fa-bars` :guilabel:`Notes` to add notes and details regarding the meeting. This is where information, such as a meeting agenda and attendees, can be added. Click :icon:`fa-microphone` :guilabel:`Transcript` to switch to a live view of the transcript being created in real-time." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:44 +msgid "When the meeting is ready to begin, click :icon:`fa-circle` :guilabel:`Start Recording`." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:47 +msgid "Clicking :icon:`fa-circle` :guilabel:`Start Recording` may cause a pop-up in the browser, requesting access to a microphone. If permission is not given, the recording stops, and an error message appears. To combat this error, refresh the page and allow Odoo access to the microphone." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:51 +msgid "When the meeting has ended, click :icon:`fa-stop` :guilabel:`Stop Recording`. The recorded audio is then processed to generate a transcript and an |AI| summary. Once processing is complete, the audio recording is automatically discarded, leaving only the transcript and summary available." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:None +msgid "The AI summary of a meeting transctipt." +msgstr "" + +#: ../../content/applications/productivity/ai/voice.rst:58 +msgid "The |AI| summary can be manually edited to provide additional insight, such as identifying meeting attendees by name, or specifying key points. The meeting notes can then be converted into an email recap, or shared directly via email by clicking the :guilabel:`Share by email` button." +msgstr "" + #: ../../content/applications/productivity/ai/webpage.rst:3 msgid "AI webpage generator" msgstr "" @@ -16943,76 +17015,108 @@ msgstr "" msgid "Once the module is installed, a :icon:`oi-voip` (:guilabel:`VoIP`) icon will appear at the top of the screen. This is where phone calls are made from within Odoo. When this icon is clicked, a |VOIP| pop-up widget appears on the screen, and is where emails can be sent, user and employee info can be edited, and activities can be managed. While this pop-up widget is open, the user can navigate through their Odoo apps." msgstr "" -#: ../../content/applications/productivity/voip.rst:57 -msgid "Using |VOIP| also requires a service provider. The next section explains how to connect a service provider to the Odoo database." +#: ../../content/applications/productivity/voip.rst:58 +msgid "Assign user permissions" msgstr "" -#: ../../content/applications/productivity/voip.rst:61 -msgid "VoIP providers" +#: ../../content/applications/productivity/voip.rst:60 +msgid "By default, users can receive their own calls, and managers can receive calls for their team members. To grant additional |VOIP| permissions to a user, go to :menuselection:`Settings app --> Users \\& Companies --> Users` and search for the user. Open the user's contact card and navigate to the *Access Rights* tab. Go to the *Productivity* section, and in the |VOIP| field select the desired access level." msgstr "" -#: ../../content/applications/productivity/voip.rst:63 -msgid "While |VOIP| setup is minimal in Odoo, most configuration happens in the external |VOIP| service provider. Two verified providers are :doc:`OnSIP ` and :doc:`Axivox `. Click on the cards below to learn how to configure these service providers in the Odoo database. If these providers cannot be used, an alternate provider must meet these requirements to connect with Odoo:" +#: ../../content/applications/productivity/voip.rst:66 +msgid "There are three access roles for |VOIP|:" +msgstr "" + +#: ../../content/applications/productivity/voip.rst:68 +msgid ":guilabel:`No`: cannot access |VOIP| features." msgstr "" #: ../../content/applications/productivity/voip.rst:69 -msgid "|VOIP| host must provide access to a SIP server via a websocket connection" +msgid ":guilabel:`Officer`: can view and report on all calls." msgstr "" #: ../../content/applications/productivity/voip.rst:70 -msgid "|VOIP| host must support WebRTC protocol" +msgid ":guilabel:`Administrator`: can view, report, and manage call settings." msgstr "" -#: ../../content/applications/productivity/voip.rst:72 -msgid "To add the credentials for the alternate provider, go to the **Settings** app and search for `VoIP`. In the :guilabel:`Integrations` section under :guilabel:`VoIP`, click :guilabel:`Manage Providers`. And then, click :guilabel:`New` and enter the requested information (like the websocket's URL). Note that the :guilabel:`OnSIP Domain` field is where the domain created by the alternate provider goes." +#: ../../content/applications/productivity/voip.rst:0 +msgid "Database administrators are not automatically granted administrator rights for |VOIP|." msgstr "" -#: ../../content/applications/productivity/voip.rst:77 -msgid "If any issues with the |VOIP| service provider are encountered, then reach out to their support team. If any issues when setting up the |VOIP| service provider are encountered in Odoo, then follow the :ref:`relevant troubleshooting steps `." +#: ../../content/applications/productivity/voip.rst:0 +msgid "Make sure to set the correct access level for each |VOIP| user." +msgstr "" + +#: ../../content/applications/productivity/voip.rst:76 +msgid "To modify these roles or add custom roles, see :ref:`Create and modify groups `." +msgstr "" + +#: ../../content/applications/productivity/voip.rst:80 +msgid "Add a VoIP provider" msgstr "" #: ../../content/applications/productivity/voip.rst:82 +msgid "In order to use |VOIP|, a service provider must be connected to the Odoo database. While |VOIP| setup is minimal in Odoo, most configuration happens in the external |VOIP| service provider. Two verified providers are :doc:`OnSIP ` and :doc:`Axivox `. Click on the cards below to learn how to configure these service providers in the Odoo database. If these providers cannot be used, an alternate provider must meet these requirements to connect with Odoo:" +msgstr "" + +#: ../../content/applications/productivity/voip.rst:88 +msgid "|VOIP| host must provide access to a SIP server via a websocket connection" +msgstr "" + +#: ../../content/applications/productivity/voip.rst:89 +msgid "|VOIP| host must support WebRTC protocol" +msgstr "" + +#: ../../content/applications/productivity/voip.rst:91 +msgid "To add the credentials for the alternate provider, go to the **Settings** app and search for `VoIP`. In the :guilabel:`Integrations` section under :guilabel:`VoIP`, click :guilabel:`Manage Providers`. And then, click :guilabel:`New` and enter the requested information (like the websocket's URL). Note that the :guilabel:`OnSIP Domain` field is where the domain created by the alternate provider goes." +msgstr "" + +#: ../../content/applications/productivity/voip.rst:96 +msgid "If any issues with the |VOIP| service provider are encountered, then reach out to their support team. If any issues when setting up the |VOIP| service provider are encountered in Odoo, then follow the :ref:`relevant troubleshooting steps `." +msgstr "" + +#: ../../content/applications/productivity/voip.rst:101 msgid "Odoo **cannot** verify that every alternate provider is compatible with Odoo's systems. However, if the above requirements are met, then no issues should be found." msgstr "" -#: ../../content/applications/productivity/voip.rst:86 +#: ../../content/applications/productivity/voip.rst:105 #: ../../content/applications/productivity/voip/axivox.rst:5 msgid "Axivox configuration" msgstr "" -#: ../../content/applications/productivity/voip.rst:86 +#: ../../content/applications/productivity/voip.rst:105 msgid "Learn how to set up Axivox in Odoo. This includes adding users to Axivox, setting up call queues, and more." msgstr "" -#: ../../content/applications/productivity/voip.rst:93 +#: ../../content/applications/productivity/voip.rst:112 msgid "OnSIP configuration" msgstr "" -#: ../../content/applications/productivity/voip.rst:93 +#: ../../content/applications/productivity/voip.rst:112 msgid "Learn how to set up OnSIP in Odoo. This includes entering OnSIP credentials into Odoo and handling troubleshooting." msgstr "" -#: ../../content/applications/productivity/voip.rst:101 +#: ../../content/applications/productivity/voip.rst:120 msgid "VoIP workflows" msgstr "" -#: ../../content/applications/productivity/voip.rst:103 +#: ../../content/applications/productivity/voip.rst:122 msgid "Here are a few commonly used workflows for Odoo |VOIP|. This technology is especially popular with sales teams and support teams, but can be useful for other teams as well." msgstr "" -#: ../../content/applications/productivity/voip.rst:107 +#: ../../content/applications/productivity/voip.rst:126 msgid "Sales teams and VoIP" msgstr "" -#: ../../content/applications/productivity/voip.rst:107 +#: ../../content/applications/productivity/voip.rst:126 msgid "Learn how to use VoIP for a sales team. This includes making sales calls, handling follow-ups, and sending a sales quotation while on a call." msgstr "" -#: ../../content/applications/productivity/voip.rst:114 +#: ../../content/applications/productivity/voip.rst:133 msgid "Support queues and VoIP" msgstr "" -#: ../../content/applications/productivity/voip.rst:114 +#: ../../content/applications/productivity/voip.rst:133 msgid "Learn how to use VoIP for a support team. This includes joining a call queue as an agent and handling support tickets that require calls." msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 2fc95707db..6664bc7fcd 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -11640,6 +11640,7 @@ msgstr "" #: ../../content/applications/sales/rental.rst:40 #: ../../content/applications/sales/rental/products.rst:10 #: ../../content/applications/sales/rental/service_products.rst:16 +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:34 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/sales_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/sales_quotations/orders_and_variants.rst:17 @@ -12664,6 +12665,114 @@ msgstr "" msgid "Amazon Connector" msgstr "" +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:3 +msgid "Tracking lot or serial number products with FBA orders" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:7 +msgid "When selling products tracked by lots or unique serial numbers via the Fulfilled By Amazon :abbr:`FBA (Fulfilled by Amazon)` feature, Amazon's API does not send the specific lot or unique serial number used for the sale. The lack of information triggers a synchronization failure in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:11 +msgid "To successfully set up an Amazon :abbr:`FBA (Fulfilled by Amazon)` order, configure a :ref:`product kit ` in Odoo based on the original Amazon product. When a new |FBA| order syncs, Odoo sells the product kit, which prevents the error that occurs with the tracked product." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:16 +msgid "When :ref:`resupplying the Amazon Fulfillment center `, transfer the tracked product to the `WH/Amazon` location. This records the movement in traceability reports and accounts for inventory consumption at the point of transfer rather than the point of sale." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:22 +msgid "The `WH/Amazon` location is automatically created as a default location when the first Amazon account is linked." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:25 +msgid "Under this system, the quantity of the product kits remains negative indefinitely. Treat this as a standard byproduct of the bypass, as the actual stock levels are managed through the initial fulfillment center transfer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:30 +msgid "This setup does not track the specific lot or unique serial number used for the sale. It only ensures that the |FBA| order can be processed without synchronization failures." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:36 +msgid "The following apps are essential for the product kit workflow:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:38 +msgid "**Sales app**: Enables :ref:`connecting an Amazon Seller account to Odoo `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:39 +msgid "**Inventory app**: Allows for product replenishment by :ref:`warehouse location `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:41 +msgid "**Manufacturing app**: Enables :ref:`BoM creation ` for products and product kits." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:47 +msgid "Create a product kit" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:49 +msgid "To enable accurate tracking, create a product kit for the existing Amazon product. When a new |FBA| order syncs, Odoo sells the kit, which prevents the error that occurs with the tracked product." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:52 +msgid "Navigate to :menuselection:`Sales app --> Products --> Products` and click :guilabel:`New`. Then, :ref:`create a kit as a product ` that represents the Amazon item." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:57 +msgid "*Never* enable :guilabel:`Track Inventory` for the product kit." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:None +msgid "Example of a product form configured to be a kit in the Inventory app." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:65 +msgid "Link the Amazon item SKU to the product kit" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:67 +msgid "Next, go to the :menuselection:`Sales app --> Configuration --> Offers` and click :guilabel:`New`. Enter the desired :ref:`Amazon market ` in the :guilabel:`Marketplace` column, and select the product kit in the :guilabel:`Product` column. In the :guilabel:`Amazon SKU` column, enter the SKU of the existing Amazon product." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:73 +msgid "This method removes the link between the Amazon SKU and the tracked product. Breaking this connection is necessary because Odoo cannot automatically assign specific tracking numbers during the sync process." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:77 +msgid "Keeping this link active causes a synchronization failure for every |FBA| order. By disconnecting them, the system bypasses the tracking requirement and allows the sync to complete." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:None +msgid "Example of a kit product linked to an Amazon SKU in the Offers page in the Sales app." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:86 +msgid "Create the BoM for the product kit" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:88 +msgid "Navigate to the product kit by clicking the :menuselection:`Sales app --> Products --> Products` and select the product kit. Click the :icon:`fa-flask` :guilabel:`Bill of Materials` smart button and :ref:`create a kit BoM `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:92 +msgid "In the :guilabel:`Components` tab, click :guilabel:`Add a line` and type in the name of the Amazon product that is tracked by lots or a unique serial number." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:96 +msgid "The Amazon product must be **the sole component** of the kit BoM." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:None +msgid "Example of the kit BoM for the kit product to represent the Amazon listing." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/fba.rst:101 +msgid "Now the Amazon product can be processed and tracked accurately in the **Sales** app by using the kit product and its associated BoM." +msgstr "" + #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "" @@ -12893,7 +13002,7 @@ msgid "Amazon.nl" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:188 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:190 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:199 msgid ":doc:`setup`" msgstr "" @@ -12999,129 +13108,129 @@ msgstr "" msgid "It might happen that Odoo receives a notification from Amazon saying that some delivery information was not processed, but without specifying which shipments were affected. In that case, all the shipments in an unknown state will be treated as if they failed to synchronize. Once Odoo receives a notification from Amazon saying that a shipment was processed, its tag will change to :guilabel:`Synchronized with Amazon`. To speed up this process, on your Amazon account, click on :guilabel:`Sync Orders` to manually synchronize these orders, or click on :guilabel:`Recover Order` and enter the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:98 msgid "When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded in the *Inventory* app for each sales order item. That way, it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:101 msgid "Inventory managers can access these stock moves by navigating to :menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:104 msgid "For FBA orders, the stock move is automatically created in Odoo by the Amazon connector, thanks to the shipping status of Amazon. When sending new products to Amazon, the user should manually create a picking (delivery order) to transfer these products from their warehouse to the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 msgid "To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after replenishing stock. An automated replenishment from reordering rules can also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:112 msgid "The Amazon location is configurable by accessing the Amazon account managed in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:116 msgid "All accounts of the same company use the same Amazon location, by default. However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:119 msgid "To do that, first remove the marketplace, where the desired stock to follow separately can be found, from the list of synchronized marketplaces, which can be found by navigating to :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:124 msgid "Next, create another registration for this account, and remove all marketplaces--- **except** the marketplace this is desired to be isolated from the others." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:127 msgid "Lastly, assign another stock location to the second registration of the account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "Issue invoices" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:135 msgid "Due to Amazon's policy of not sharing customer email addresses, it is **not** possible to send invoices directly to Amazon customers from Odoo. However, it **is** possible to manually upload the generated invoices from Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:139 msgid "Additionally, for B2B clients, it is currently required to manually retrieve VAT numbers from the Amazon back-end **before** creating an invoice in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:143 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:155 msgid "Register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:143 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:145 msgid "Since customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* intermediary account is recommended." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 msgid "Additionally, as Amazon makes a single monthly payment, selecting all the invoices linked to a single payment is necessary when registering payments." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 msgid "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:152 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:166 msgid "Then, select all the generated payments, and click :menuselection:`Actions --> Create batch payment --> Validate`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:156 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:158 msgid "This same action can be performed with vendor bills from Amazon dedicated to commissions." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:158 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 msgid "When the balance is received in the bank account at the end of the month, and the bank statements are recorded, credit the Amazon intermediary account by the amount received." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:162 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 msgid "Follow Amazon sales in sales reporting" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 msgid "On the Amazon account profile in Odoo, a sales team is set under the :guilabel:`Order Follow-up` tab." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:167 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:169 msgid "This gives quick access to important metrics related to sales reporting. By default, the Amazon account's sales team is shared between all of the company's accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 msgid "If desired, the sales team on the account can be changed for another, in order to perform a separate reporting for the sales of this account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:174 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:176 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:176 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 msgid "First, remove the desired marketplace from the list of synchronized marketplaces." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:180 msgid "To access the list of synchronized marketplaces in Odoo, navigate to :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:181 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:183 msgid "Then, create another registration for this account, and remove all other marketplaces **except** the one to isolate." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "Lastly, assign another sales team to one of the two registrations of the account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:187 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 9eddb0cf35..8d0c4ffb06 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2026-01-30 18:30+0000\n" +"POT-Creation-Date: 2026-02-06 18:30+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -8621,7 +8621,7 @@ msgid "When you share your page on social media, your website logo is selected b msgstr "" #: ../../content/applications/websites/website/structure/seo.rst:117 -msgid "You can set a default social share image. Go to :menuselection:`Website --> Configuration --> Settings` in the :guilabel:`SEO`section and tick the :guilabel:`Default Social Share Image` checkbox." +msgid "You can set a default social share image. Go to :menuselection:`Website --> Configuration --> Settings` in the :guilabel:`SEO` section and tick the :guilabel:`Default Social Share Image` checkbox." msgstr "" #: ../../content/applications/websites/website/structure/seo.rst:121